Bernstein has initiated its protection on Vishal Mega Mart with an ‘underperform’ score and a goal worth of Rs 90. Analysts stated the corporate has constructed the bottom price offline retail distribution in India with 47% of shops having no different worth retailer close by. They, nonetheless, really feel that Vishal Mega Mart will face growing competitors and is at peak margin profile, and its opponents have stronger proper to win than Vishal.
Motilal Oswal Monetary Companies has a ‘impartial’ name on KEI Industries with a goal worth of Rs 3,000. Analysts really feel demand for cables stays sturdy, pushed by govt capex and better copper costs. Its development considerations and uncooked materials price volatility is anticipated following tariff modifications by the US. The administration is focussed on increasing retail, optimising the product combine. It’s additionally focussed on leveraging business traits for long-term development.
Nuvama has a ‘purchase’ score on Godrej Properties with a goal worth of Rs 2,429. Analysts stated the corporate’s pre-sales of Rs 10,200 crore was up 7% on an annual foundation, which is the highest-ever pre-sales quantity. Though gross sales are displaying a powerful pattern, weak point in housing volumes raises considerations about future development.
Investec has upgraded Vedanta to ‘purchase’ score with a goal worth of Rs 510. Analysts really feel after a 17% correction, Vedanta presents a superb alternative for FY26-27. They really feel the corporate is in a powerful place so far as prices are involved, with aluminium/zinc smelters within the first quartile of the worldwide price curve. Foremost monitorable are the potential points with capital allocation and restructuring.
DAM Capital Advisors has a ‘purchase’ score on Affle India with a goal worth at Rs 1,730. Analysts really feel the corporate’s development technique focuses on utilizing Opticks AI for higher shopper conversions, on increasing into linked TV, on concentrating on SMEs for localised advertisements and higher return on investments, and on adopting Agentic AI internally to spice up working leverage.
Disclaimer: The opinions, analyses and proposals expressed herein are these of brokerage and don’t mirror the views of The Instances of India. At all times seek the advice of with a professional funding advisor or monetary planner earlier than making any funding selections.
