Stocks to watch, 05 September: Stock like Biocon, Zydus Lifesciences, NHPC, Sammaan Capital, Varun Beverages, Indo Tech Transformers, Bharat Forge, Yasho Industries, NTPC, RPP Infra Projects, Solarium Green Energy, and Malpani Pipes and Fittings will be in focus on September 05.
Motilal Oswal recommended Neutral rating on Bharat Forge with a target price of Rs 1060 in its research report dated August 06, 2025.
Stocks to Watch, 7 August: Stocks like Eternal, Hero MotoCorp, Trent, Bharat Forge, BHEL, Lumax Industries, Jindal Stainless, Fortis Healthcare, Datamatics Global, Bajaj Holdings, Cash Ur Drive Marketing, and Renol Polychem will be in focus on August 7.
FY26 is likely to be a challenging period, given where we are in the overall cycle and our geographical exposure, Bharat Forge's BN Kalayani said after the results.
Stocks to Watch, 31 July: Stocks like Tata Steel, Aurobindo Pharma, Gujarat Gas, Navin Fluorine International, Hitachi Energy, Sagility India, InterGlobe Aviation, Mahindra and Mahindra, Brigade Hotel Ventures, and Jio Financial Services will be in focus on July 31.
The company has agreed to several voluntary tweaks to the deal to get the Competition Commission of India's approval for to the Rs 746-crore acquisition
The deal, following last week’s pact with Japan, is set to ease trade tensions and benefit Indian firms tied to the US-EU auto supply chain.
Consolidation is expected to continue in the upcoming sessions, with resistance and support at last week's high-low. Below are some short-term trading ideas to consider.
Stocks to watch, 1 July: Stocks like CG Power and Industrial Solutions, Kalpataru Projects International, KSB, NCC, Bharat Electronics, HCL Technologies, Hindustan Copper, Kalpataru, Globe Civil Projects, and Ellenbarrie Industrial Gases will be in focus on July 1.
The size of the order is not officially known, however, some news reports have pegged it at close to Rs 2,000 crore, potentially making it the biggest single order for carbines since the induction of the INSAS files more than decades ago.
Stocks to watch, 18 June: Stocks like Delhivery, SML Isuzu, Hindustan Zinc, Polycab India, RailTel Corporation of India, Zydus Wellness, Vishal Mega Mart, GMR Airports, BSE, Alembic Pharmaceuticals, and Sammaan Capital will be in focus on June 18.
Stocks to watch, 4 June: Stocks like Sun Pharmaceutical Industries, Zydus Lifesciences, Techno Electric & Engineering Company, R Systems International, NMDC, Tata Technologies, Indegene, Aditya Birla Fashion and Retail, Alkem Laboratories, HDFC Bank, Wipro, Servotech Renewable Power Systems, and Scoda Tubes will be in focus on June 4.
As export challenges persist in its core auto business, the company is strategically reallocating resources towards the defence, e-mobility, and aerospace growth engines
Motilal Oswal recommended Neutral rating on Bharat Forge with a target price of Rs 1090 in its research report dated May 08, 2025.
Bharat Forge shares jumped as rising India-Pakistan tensions boosted defence stocks, along with its higher-than-expected margin surprise.
The investigation will evaluate whether domestic manufacturers can meet US demand, and whether foreign nations could exploit their control over truck and parts supplies through export restrictions.
Stocks to Watch, 23 Apr: Stocks like Mahindra & Mahindra Financial Services, Tata Communications, Waaree Energies, AU Small Finance Bank, Huhtamaki India, Delta Corp, 360 ONE WAM, Power Finance Corporation, Varun Beverages, Gokaldas Exports, and Ambuja Cements will be in focus on April 23.
Sona BLW and Bharat Forge are particularly vulnerable, deriving 43 percent and 38 percent of their revenues from the US, with most of their products manufactured in India. This leaves them fully exposed to higher duties, potentially impacting margins and pricing strategies.
Stocks to Watch, Mar 27: Stocks like TVS Supply Chain Solutions, Timken India, Indian Hotels Company, Restaurant Brands Asia, IRM Energy, Ashok Leyland, Vedanta, NHPC, MSTC, Bank of India, Aditya Birla Capital, Macrotech Developers, Bandhan Bank, HDFC Bank, Hindustan Unilever, and Oracle Financial Services Software will be in focus on March 27.
The consistent increase in revenue from 2020 to 2024, alongside a significant rise in net profit, highlights Bharat Forge's robust financial health and growth potential.
US EPA's decision to review proposed green norms set to come into effect from 2027 may dampen the expected surge in pre-buy demand for Bharat Forge's Class 8 trucks in America.