Brokerages view

Here's What Brokerages Says On Tata Motors After Q1 Results

2025-08-11 Niranjan Ghatule

SBI Research Warns: Trump’s Tariffs May Hurt the U.S. More Than India

2025-08-03 Niranjan Ghatule

Trump's India Tariff War Faces Global Criticism, Canadian Business Leader Calls It a Strategic Mistake

2025-08-03 Niranjan Ghatule

Brokerages Weigh In on Reliance After Q1FY26 Results: Positive on Growth Despite Mixed Segmental Performanc

2025-07-21 Niranjan Ghatule

Reliance Industries posted a 78% YoY jump in Q1FY26 net profit, driven by stake sale gains and strong growth in Jio and Retail, while O2C remained soft. Top brokerages like Motilal Oswal, Jefferies, HSBC, Nomura, and Nuvama reiterated “Buy” ratings, citing long-term growth potential from new energy, telecom, and a recovering retail segment. Here's a detailed roundup of brokerage views and growth

How India’s UPI Surpassed 67-Year-Old VISA to Become the World’s Leading Digital Payment System

2025-07-15 Niranjan Ghatule

India's UPI has overtaken 67-year-old US-based VISA to become the world's largest real-time digital payment system. Launched in 2016, UPI now handles over 650 million daily transactions and is active in seven countries. Recognized by the IMF and World Bank, UPI represents India's fintech leadership and global digital ambitions.

HCL Technologies Q1FY26 Earnings: Profit Declines, Revenue Beats; Brokerages Remain Cautious Despite Guidance Hike

2025-07-15 Niranjan Ghatule

HCL Technologies reported a 9.73% YoY decline in Q1FY26 profit to ₹3,843 crore, while revenue rose 8.17% to ₹30,349 crore. Despite weak margins and a steep drop in TCV, the company raised its FY26 revenue growth guidance to 3–5%. Brokerages offered mixed views — Jefferies upgraded to 'Buy', while Nuvama downgraded to 'Hold'.

Urban Recovery and Margin Optimism Lift FMCG Stocks: Q1FY26 Business Updates In Focus

2025-07-07 Niranjan Ghatule

Q1FY26 updates show urban FMCG recovery, stable rural demand, and potential margin improvement in H2FY26. Dabur lags while Godrej Consumer outperforms expectations.

India's Rising Role in Global Economic Growth: SBI Report Highlights India’s Power on the World Stage

2025-07-07 Niranjan Ghatule

India’s contribution to global economic growth is rising rapidly. According to SBI Research, India added 6.7% to global GDP growth in 2024–25, with the State Bank of India (SBI) alone contributing $44 billion. This blog explores how India, led by institutions like SBI, is strengthening its global economic footprint and how this growth could benefit businesses, startups, and the common man.

Reliance Industries: Nuvama Upgrades to 'Buy', Sees Rs 1801 Target as New Energy Biz Unlocks Big Upside

2025-07-01 Niranjan Ghatule

Reliance Industries has rebounded strongly from its April 2025 lows, delivering over 30% returns and gaining further momentum after strong Q4FY25 results. Brokerage firm Nuvama has upgraded the stock to a 'Buy' with a target price of Rs 1801, citing massive upside from its solar module business and New Energy platform. Read the full breakdown of what’s driving RIL’s next big valuation re-rating

Hindustan Zinc and Jio Financial Services: Brokerages Turn Bullish Amid Strong Market Momentum

2025-06-27 Niranjan Ghatule

Hindustan Zinc and Jio Financial Services have emerged as standout performers in the current market rally. Backed by rising zinc prices, falling inventories, stable input costs, and global demand recovery, Hindustan Zinc is drawing positive attention from analysts.

How China Quietly Powered Iran's Missile Arsenal Against Israel: A Strategic Game Unfolds

2025-06-24 Niranjan Ghatule

An in-depth analysis of how China secretly empowered Iran’s missile capabilities, fueling its bold strikes against Israel, and what this means for global geopolitics, especially for India.

Polycab Shares Surges 5% Here Is why

2025-06-23 Niranjan Ghatule

Jefferies upgrades Polycab with a target price of Rs 7,150 citing strong order book and improving FMEG margins. Stock rises 5% but remains 17% below all-time high amid Ultratech and Adani competition.