SYSTEMATIX BROKERAGE
Systematix initiates coverage on Timex Group India with Buy rating. Check target price
Systematix has initiated coverage on Timex Group India with a Buy rating and a target price of Rs 820, implying around 30% upside. The brokerage expects strong growth through FY29, with revenue, EBITDA and adjusted PAT projected to grow at CAGRs of 29.1%, 37.3% and 40.5%, respectively, supported by premiumisation, margin expansion and strong cash generation.
Global Market: Porsche stock falls as MHP sale, weak revenue keep investors on edge
Porsche shares faced pressure as investors assessed its €320 million MHP sale to TCS and a €1.25 billion technology partnership. The deal supports digital transformation, but weaker quarterly revenue, China competition, tariffs, EV costs and Volkswagen restructuring concerns continue to weigh on investor sentiment and Porsche’s turnaround prospects.
Metals sector outlook improves as non-ferrous earnings lead recovery: Systematix
India's metals and mining sector outlook is improving significantly. Non-ferrous companies are expected to lead earnings growth and performance. Select primary steel producers will see support from capacity expansion and volume recovery. Raw material costs and commodity prices remain key risks for the industry. Overall EBITDA margins increased, showing positive sector momentum.
Vedanta Aluminium shares rise 2% as firm expands automotive portfolio with two advanced alloys. What’s ahead?
Vedanta Aluminium Metal shares gained more than 2% after the company launched two advanced offerings under its Primary Foundry Alloy range for high-performance automotive applications. The new products, unveiled at AutoEdge 2026, come as the company expands its value-added aluminium portfolio and targets growing demand from the automotive sector.
Vedanta Aluminium shares can rally up to 28%? Why Systematix initiated coverage on the stock
Vedanta Aluminium shares: Systematix Institutional Equities initiated coverage on Vedanta Aluminium with a Buy rating and a target price of Rs 598, implying 28% upside. The brokerage expects earnings growth to be driven by higher volumes, deeper backward integration and strong aluminium demand.
Bank of Baroda shares fall 2% after Q1 earnings. Why are brokerages slashing target prices?
Bank of Baroda shares fell after a sharp 72% drop in Q1 net profit due to a one-off NMC Health settlement. Brokerages cut target prices despite stable core performance. Margins, fee income and upcoming ECL norms remain key concerns, though asset quality and loan growth trends offer some support.
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Bluestone Jewellery shares rocket 36% in just three days after Q1 results. Can the momentum sustain?
BlueStone Jewellery shares have surged 36% in three trading sessions after the company's strong Q1 results, which marked a return to profitability and robust revenue growth. Brokerages remain optimistic on the stock, citing aggressive store expansion, improving operating leverage and healthy long-term demand supported by the organised jewellery retail market.
Dr Reddy’s shares crack 9% after weak Q1; these 3 brokerages slash their target prices
Dr Reddy’s shares plunged 9% on Thursday after the drugmaker reported a weak Q1 FY27 performance, with net profit tumbling 69% year-on-year to Rs 443 crore and revenue declining 6% to Rs 8,071 crore. Earnings were hit by a Rs 240 crore semaglutide API-related impact, including inventory provisions, while higher solvent and freight costs due to the Middle East conflict further squeezed EBITDA margins.
Infosys Q1 preview: Guidance cut expected? Infosys may not have good news for investors in Q1 results
Infosys is expected to post double-digit growth in revenue and profit for Q1FY27, aided by seasonal factors and acquisitions. However, brokerages remain divided on whether the IT major will raise or trim its FY27 revenue growth guidance amid macro uncertainty, weak discretionary spending and AI-led pricing pressure.
BlueStone Jewellery shares soar 29% in 2 days after stellar Q1 show. Should you buy, sell or hold the stock?
BlueStone Jewellery shares have surged nearly 29% in two sessions after the company swung to profit in Q1 FY27 and delivered strong revenue and EBITDA growth. While Systematix reiterated its Buy rating with a target price of Rs 832, investors are assessing whether the rally has more room to run.
Axis Bank shares fall 5% after Q1 earnings fail to cheer D-Street. What brokerages say
Axis Bank shares fell despite reporting a 22.5% year-on-year rise in Q1FY27 standalone net profit to Rs 7,114 crore. Net interest income (NII) grew over 8% YoY to Rs 14,646 crore, beating some brokerage estimates, but mixed analyst views and concerns over margins weighed on investor sentiment.
Tech Mahindra shares jump 3% after Q1 earnings beat estimates. What Nomura, Nuvama, other brokerages now expect
Tech Mahindra shares surged after the IT major reported better-than-expected Q1 FY27 results, with net profit rising 28% YoY to Rs 1,465 crore and revenue climbing 18% to Rs 15,712 crore, supported by broad-based growth, strong deal wins, and margin expansion.
Tech Mahindra Q1 Preview: Will the IT company surprise investors with its earnings?
Tech Mahindra is expected to post modest June-quarter revenue growth, led by continued strength in its telecom business, while margins are likely to improve on cost optimisation. Investors will closely track management commentary on AI strategy, telecom demand, large deal execution, BFSI recovery and progress towards its FY27 margin target.
Wipro Q1 Preview: Under pressure from AI, what can investors expect from earnings?
Wipro's Q1 earnings are expected to show a revenue rise, driven by acquisitions and currency. Core IT services revenue may decline sequentially, impacting overall profitability. Analysts anticipate margin pressure from wage increases and deal ramp-ups. Investors will focus on September quarter guidance and deal conversion rates. Management commentary on demand and AI strategy will be closely watched.
Dr Reddy's shares crash 9% in 2 days; brokerages slash target prices after semaglutide supply disruption. What lies ahead?
Dr Reddy's Laboratories shares extended their decline after the company delayed commercial supplies of its semaglutide product due to a quality-related API issue. While brokerages remain broadly positive on the long-term outlook, several have cut target prices and earnings estimates, citing near-term execution risks and slower product ramp-up.
How to trade TCS shares before Q1 results? Key levels and 5 things to watch out for
TCS shares exhibit weak technical momentum before upcoming Q1 results. Analysts anticipate flat sequential revenue growth and a profit increase. Key support lies around the 1,985-2,000 zone for traders. Brokerages expect margins to decline due to wage hikes and other factors. Investors will monitor AI's impact and deal wins for future growth.
TCS Q1 Preview: Can the IT bellwether earnings give hope to investors holding the battered stock?
TCS is expected to post modest Q1FY27 profit growth with flat sequential revenue as weak client spending, wage hikes and AI-driven pricing pressure weigh on performance. Investors will closely track management commentary on demand recovery, BFSI growth, deal wins, margins and AI strategy following the stock’s sharp correction this year.
The Q1 verdict: Can TCS, Infosys, other IT results stop a Rs 17 lakh crore AI-led rout?
India's top IT firms like TCS and Infosys face a crucial earnings season after a massive Rs 17 lakh crore market value erosion. Analysts anticipate muted results and weak future guidance, citing client spending slowdowns, pricing pressures, and the disruptive impact of AI. Investors are keenly watching if current valuations reflect the anticipated slower growth cycle.
Indian IT firms likely to report muted Q1 growth amid AI spending, macro uncertainty
India's Information Technology (IT) companies are expected to report another quarter of subdued earnings growth despite seasonal strength, due to client-specific issues, weakness in select verticals and geopolitical uncertainty. Addressable tech spending in Indian IT companies is expected to remain softer year-on-year as enterprises redirect technology budgets towards artificial intelligence (AI) initiatives and Global Capability Centres (GCCs), according to a report by Systematix Research.
Suzlon Energy shares jump over 6%. Why brokerages call it India’s most investible wind energy stock?
Suzlon Energy shares rose sharply on Tuesday after the company outlined an ambitious FY31 roadmap focused on expanding beyond wind energy into a broader renewable energy platform. Brokerages including Motilal Oswal, JM Financial, Systematix and Centrum remain bullish, citing Suzlon’s market leadership, execution strength and long-term growth potential.
Suzlon Energy shares jump 3%: Why brokers see up to 36% upside for ‘most investible Indian wind player’
Suzlon Energy shares rose 3% after management unveiled an ambitious FY31 growth roadmap at its Investor Day. The company plans to evolve from a pure wind turbine maker into a broader renewable energy platform, strengthening its long-term growth prospects.
RBI's foreign capital push reflects rising inflation, slowing growth concerns: Report
The Reserve Bank of India is introducing new measures to attract foreign investment. This move aims to tackle rising inflation, slowing economic growth, and external sector pressures. The central bank is focusing on boosting capital inflows to manage the country's balance of payments. These steps are designed to support the rupee and domestic liquidity in the short to medium term.
Can Suzlon Energy shares rally up to 31% after Q4 results? Top brokerages weigh in
Brokerages remain largely bullish on Suzlon Energy after the renewable energy major reported strong revenue growth and improving execution momentum in Q4 FY26. Analysts believe rising wind energy demand, a healthy order pipeline, and growing focus on hybrid and FDRE projects could drive further upside in the stock.
SBI Q4 Preview: Can the largest PSB deliver good profits despite treasury pain?
SBI is expected to report a subdued March quarter as treasury losses likely offset stable loan growth and resilient margins. Brokerages expect modest profit growth, steady asset quality and stable credit costs, while investors will closely track management commentary on margins, deposits, loan growth and the impact of a lower interest-rate environment.
IndusInd Bank Q3 Preview: PAT may see sharp erosion up to 99%, NII to likely fall up to 18%
IndusInd Bank is set for a steep Q3FY26 profit decline, with brokerages forecasting 78–99% YoY fall due to weak loan growth, margin pressure, and higher credit costs, though provisions may ease sequentially. NII and PPoP are also under pressure.
Systematix initiates coverage on Patanjali Foods with buy rating, sees 24% upside
Brokerage Systematix has initiated coverage on Patanjali Foods with a 'Buy' rating and a target price of Rs 2,259, indicating a 24% upside from the previous closing price of Rs 1,828.50 per share. Systematix highlighted Patanjali’s aggressive plans in palm oil plantation and its strategy to capitalize on premiumization trends in its food business.
Hot Stocks: Brokerage view on Patanjali, Glenmark Pharma, Voltas and Sunteck Realty
Top brokerage firms have issued buy recommendations for several companies. Systematix Equities recommended Patanjali Foods citing growth potential. Motilal Oswal upgraded Glenmark Pharma. Jefferies maintained buy ratings on Voltas and Sunteck Realty after favorable operational results and encouraging future projections.
Britannia shares' decline continues post Q1 misses. Should you buy?
Britannia's consolidated net profit rose 36% year-on-year (YoY) to Rs 458 crore for the quarter ended June 2023, missing estimates. It was Rs 337 crore in the year-ago quarter. An ET Now Poll saw the profit figure around Rs 518 crore. Revenue from operations during the first quarter rose 8% YoY to Rs 4,011 crore. The same stood at 3,701 crore in the last year period.
Buy NIIT Technologies with a target of Rs 520: Systematix Shares & Stock
Buy NIIT Technologies Ltd. with a target of Rs 520
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