Check out the latest brokerage calls and analyst comments on the stocks in action today. Our coverage includes IGL, Titan, ONGC and more.
Citi On IGL
Buy Call, Target At Rs 450/Sh
BPCL Says That Board Has Given Approval For Listing Of Maharashtra Natural Gas Ltd
MNGL Is A JV Of IGL, BPCL & GAIL, With Maharashtra State Gov’t Owning Balance 5%
Co Is The Authorised CGD In City Of Pune
A Listing Could Help Unlock Value For Co
Listing Could Also Help Unlock Value In GAIL’s Unlisted CGD Investments
Citi On Titan
Neutral Call, Target At Rs 3,600/Sh
Jewellery (Ex-Bullion) Reported 26% YoY Growth, Led By Strong Festive Demand In Q3
Store Expansion For Tanishq Remained Strong In Q3 Business Update
CaratLane Reported 25% YoY Growth
Growth For Other Standalone Segments Including Watches & Wearables Was A Mixed Bag
Jefferies On Zomato
Downgrade To Hold, Target Cut To Rs 275/Sh From Rs 335/Sh
After Share Price Doubling In 2024, Expect A Year Of Consolidation
Valuations Are Not Expensive But We Are Worried On Rise In Quick Commerce Competition
Aggressive Moves By Incumbents & Entry Of New Players Will Likely Result In Higher Discounting
More Discounts May Pose Threat To Mediumterm Profitability
Cut BlinkIt EBITDA Forecast Sharply Over FY26-27
Nomura On Macrotech Dev
Buy Call, Target At Rs 1,600/Sh
Strong Operational Performance Seen In Q3 Business Update
Co Recorded Best Quarter Ever With Pre-sales Of Rs 4,510 Cr
Co Believes It Is On Track To Meet Its Full-year Pre-sales Guidance
Nomura On Cement
Prices Rise By Rs 2/Bag In Jan; Market Shows Signs Of Price Recovery
In Eastern Region, Trade Prices Are Up Rs 5/Bag MoM In Jan & Down Rs 5/Bag QoQ
In Northern & Western Region, Trade Prices Increase By Rs 3/Bag MoM
Prefer UltraTech, Shree Cement, Ambuja & Ramco
Neutral Call On Nuvoco & ACC
Reduce Call On Dalmia
Equirus On Arvind Fashions
Initiate Long Call, Target At `753/Sh
Profitability Should Improve Materially
Benefits Of All Corrective Actions Undertaken In Last Three Years Bear Fruit
RoE & RoCE Expected To Reach 18.5% & 19.9%
RoE & RoCE To Be Supported By Asset-Light Expansion And Improved Working Capital Efficiency
Current Valuations At 10.5x FY27 EV/EBITDA Appear Attractive
CLSA On ONGC
Upgrade To High Conviction Outperform, Target At Rs 360/Sh
Eastern Offshore Field Should Ramp-up To Peak Production
Eastern Offshore Will Lift Co’s Domestic Oil/Gas Output By A Material 10%/20% Before End Of 2025
New Gas & Continued Rise In Gas Sh From Well Interventions, Will Lift Blended Gas Realisation
Removal Of Windfall Tax May Also Allow To Earn Higher Than $75/bbl Realisation If Crude Recovers
Despite Multiple Triggers, Co Is Trading At Material Discount To Own & Peer Average Valuations
Co Offers An Attractive 6% Dividend Yield
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