EPS GROWTH

JM Financial maintains Buy on PNC Infratech, lowers target price to Rs 450

JM Financial maintains a Buy rating on PNC Infratech, revising the target price to Rs 450. The brokerage anticipates robust EPS CAGR of 43% over FY25-27E, driven by monetization proceeds and expected order activity. While appointed date delays led to EPS cuts, attractive valuations at 11x/9.5x FY26/27E EPS support the positive outlook.

Indian companies profit growth slows in FY25, capex weakens amid soft demand: Nuvama

Indian companies experienced a slowdown in profit growth during FY25, with PAT growth dropping to 9% from 21% in the previous year. This deceleration was attributed to soft demand, weak top-line performance, and reduced capital expenditure. While cost rationalization provided some support, the outlook for FY26 remains cautious due to potential downside risks.

Not a hard and fast rule, but using this ratio increases probability of getting it right: 7 stocks with an upside potential of up to 26%

How do you value a stock? Which has a high valuation, and which is cheap? It all depends on the ratio you use to ascertain value. Consider this example: Twelve years back, the stock of an MNC FMCG company was quoting at a PE multiple of 44. At that time, the Nifty’s PE was at 25. Since then, the market capitalization of the stock has grown 10 times and its PE ratio today stands at 65. On the other hand, there was a construction company quoting at a PE multiple less than 15 around the same time, but its market capitalization today is half of what it was 12 years ago. See how relying solely on the PE ratio creates hurdles in the way of wealth creation?

These 5 stocks show consistent growth in quarterly EPS

I-Sec downgrades Ceat to Hold, target price at Rs 3,625

ICICI Securities has downgraded Ceat to Hold with a target price of Rs 3625, despite a strong Q4 performance showing a 14.36% increase in total income. Ceat aims to lead in the PV replacement segment and expand its TBR market share, while integrating CAMSO. The downgrade reflects concerns about US tariffs and rich valuations after a recent stock surge.

JP Morgan stays 'Overweight' on RIL, cites better outlook

JP Morgan has increased the price target for Reliance Industries. The firm maintains an 'Overweight' rating. This is due to a better earnings outlook over the next two years. Reliance shares have faced pressure. This pressure is from earnings cuts in FY25. The retail business is key to the conglomerate's valuation. An improved growth outlook could drive multiples up.

Cochin Shipyard jumps over 12%. Here's why?

Cochin Shipyard jumped over 12% amid global defense spending talks led by NATO. With India’s strategic ties to NATO nations, Indian defence stocks rallied. The stock is trading above all key SMAs, showing strength. It posted 38.5% YoY revenue growth in Q4 FY25 and strong multi-year returns.

RIL earnings in next 2 years should be better than last 2: JPMorgan

Reliance Industries shares rose nearly 2% after Jefferies and JP Morgan highlighted potential upside driven by strong consumer business growth. JP Morgan expects earnings to improve over the next two years, with reduced drag from the O2C segment and positive free cash flow despite ongoing capex. Retail and telecom are seen driving nearly all net EBITDA growth through FY28.

RCB’s IPL 2025 victory mirrors a classic market breakout. Here’s how

Following years of underperformance despite a star-studded lineup, RCB's title run is now seen as a model for sustained success—driven by patience, resilience, and well-timed momentum. Similar to a fundamentally strong stock caught in a prolonged sideways phase, the team remained overlooked and underrated, steadily working toward its breakout moment.

Buy, Sell or Hold: Motilal Oswal recommends a buy on PNB Housing; YES Securities downgrades Indoco Remedies

Brokerage houses have issued varied stock recommendations for PNB Housing Finance, PI Industries, and Indoco Remedies. Motilal Oswal is optimistic about PNB Housing Finance, while Emkay Global retains a 'Reduce' rating on PI Industries due to growth concerns. YES Securities downgraded Indoco Remedies to 'Sell', citing earnings pressure and regulatory constraints.

Buy Ahluwalia Contracts, target price Rs 1,210: JM Financial

JM Financial maintains a Buy call on Ahluwalia Contracts, revising the target price to Rs 1210. The brokerage anticipates robust revenue and EPS growth, driven by a strong order backlog and margin recovery. With a substantial backlog of Rs 158 billion, the company demonstrates strong growth visibility and consistent free cash flow generation.

Buy Campus Activewear, target price Rs 340: JM Financial

JM Financial reaffirms a buy call on Campus Activewear, setting a target price of Rs 340, anticipating growth driven by channel expansion, supply chain improvements, and brand building. The company's Q4 FY25 standalone total income was Rs 411 crore, reflecting a year-on-year increase, with a reported net profit after tax of Rs 35.03 crore. Promoters hold a significant 72.14% stake.

I-Sec upgrades Bosch to Hold, raises target price to Rs 30,000

ICICI Securities has upgraded Bosch to Hold, revising the target price to Rs 30000. The upgrade is supported by Bosch India's Q4FY25 performance, with revenue growth driven by the mobility segment and stable EBITDA margins. Technological and regulatory changes are expected to increase the company's content per vehicle in the medium to long term.

Buy, Sell or Hold: Nuvama retains buy on CEAT; Antique recommends a hold on KEC International

Brokerages are optimistic about Ceat due to the Camso acquisition, projecting enhanced exports and margins, while Antique maintains a Hold rating on KEC International, acknowledging multi-segment growth but citing valuation concerns. Citi adds Jubilant FoodWorks to its watch list, anticipating growth from innovation and expansion despite recent underperformance.

Can rising EPS estimates restore investors confidence despite tariff uncertainties?

Analysts are raising earnings per share (EPS) estimates for many large companies after Q4, reversing previous downgrades. This positive shift is attributed to increased government spending and a rise in consumer demand. The Nifty's EPS is projected to grow significantly, driven by accommodative monetary policy and continued government investment, boosting investor confidence.

United Spirits shares jump 4% after JP Morgan upgrades to ‘Overweight’; target raised to Rs 1,760

United Spirits shares: JP Morgan upgraded United Spirits due to increased confidence in the company’s earnings growth outlook, supported by stronger margin visibility and favorable regulatory developments. The brokerage raised its EBITDA estimates by 3% for FY26 and 7% for FY27, highlighting an improved growth trajectory in the Prestige & Above segment.

Go Fashion shares rally 5% as Motilal Oswal initiates coverage with buy, sees 31% upside

Go Fashion shares: Motilal Oswal referred to Go Fashion, the company behind the ‘Go Colors’ brand, as a trailblazer and market leader in the women’s bottom wear segment, commanding an 8% share of the organized market.

Rs 15 lakh crore in net profit! India Inc’s top 500 cos break records in FY25 despite downgrades

India's top 500 companies achieved a record-breaking ₹15 lakh crore in net profit in FY25, driven by strong performances in agriculture, chemicals, and telecom, despite widespread earnings downgrades. While FY26 earnings forecasts have been revised downward, analysts remain optimistic about sectors like defence and telecom, anticipating continued growth and resilience in the face of economic uncertainties.

Buy Samvardhana Motherson International, target price Rs 170: JM Financial

JM Financial has a buy call on Samvardhana Motherson International, setting a target price of Rs 170, anticipating a rise from the current Rs 152.4. Despite a slight dip in EBITDA margin in Q4FY25 due to specific challenges, the brokerage expects revenue and EPS to grow significantly, driven by global presence and expanding product portfolio.

I-Sec downgrades Bajaj Auto to Add, raises target price to Rs 9,900

ICICI Securities adjusts Bajaj Auto's rating. The new target price is Rs 9,900. International demand fuels growth. Export volume is expected to rise. Domestic two-wheeler industry growth is projected. Bajaj Auto aims to outperform. Three-wheeler volume looks promising. Raw material costs may affect margins. Valuations are currently rich. Promoters hold a significant stake. FIIs and DIIs also have holdings.

Applied Digital soars 45% on $7 billion CoreWeave deal, expects revenue windfall from 15-year lease

Applied Digital stock soared over 45% today, driven by a massive $7 billion, 15-year lease deal with CoreWeave, a fast-growing AI cloud provider backed by Nvidia. With record trading volume and strong investor interest, APLD is gaining attention as a key player in the AI data center space. This surge highlights Applied Digital’s strategic move into high-demand cloud infrastructure, making it a stock to watch ahead of its July 2025 earnings report.

Buy, Sell or Hold: Motilal Oswal raises target on Prestige Estate; Nuvama recommends a buy on Nykaa

Brokerages show selective optimism on Indian equities with Motilal Oswal raising its target for Prestige Estate to Rs 1,938, implying 32% upside. Nuvama maintains Buy ratings on Sun TV and Nykaa, with target revisions reflecting growth potential amid challenges. Focus remains on strategic execution and market share gains for sustained profitability over the next 12 months.

Early monsoon boosts hopes for rural revival and consumption play: Siddhartha Khemka

Earning season shows decent results, meeting or exceeding expectations. Nifty's EPS growth is around 6%, surpassing the anticipated 4%. Q4 is expected to be the bottoming out quarter. FY26 earnings growth is projected at 12% to 14%. Domestic sectors like financials and consumption are likely to drive earnings this year. Global sectors will remain volatile due to global news.