CLSA has a ‘hold’ suggestion on Voltas with a goal worth of Rs 1,375. Analysts mentioned that the corporate indicated encouraging secondary gross sales forward of peak summer season season on a excessive base whereas the market share losses early this 12 months have been extra due to seasonality and geographical presence. The firm expects to proceed to develop forward of the trade and its focus stays on absolute revenue development over profitability. Resolution of certification points and home capability build-up shall be essential going forward.
Jefferies has a ‘buy’ suggestion on Indigo with a worth goal of Rs 5,700. Analysts mentioned that Indigo, through the analyst meet, alluded to sturdy This autumn on pricing-per-passenger development. For FY26, the corporate expects early double-digit cap development, comparable to in FY25. Expansion on worldwide routes is a key development driver forward. With ballooning free money stream, the administration targets prudent allocation to preserve steadiness between development and exterior dangers.
Nomura has a ‘neutral’ suggestion on DLF with a goal worth of Rs 700. Analysts imagine the actual property main is prepared for one other sturdy 12 months however wait for a greater entry level. Expect pre-sales to attain above Rs 20,000 crore in FY26, annuity revenue at 12% CAGR and working money stream at 15% CAGR between FY25-FY27. They imagine the important thing draw back threat is a slowdown within the NCR market and NRI demand, whereas the important thing upside threat is a stronger than anticipated launches or worth appreciation.
Macquarie has an ‘outperform’ ranking on UNO Minda with a goal worth of Rs 1,157. Analysts really feel the corporate has diversified income combine and a wide-ranging elements portfolio, that are medium-term positives. They see upside income potential from deeper OEM relationships, together with alternative with Korean PV OEMs and new merchandise with current OEMs.
HSBChas a ‘hold’ suggestion on PI Industries however has reduce the inventory’s goal worth to Rs 3,500 from Rs 3,700 earlier. Analysts really feel the troublesome part for the corporate continues as exports stay muted. Sustained weak point is a draw back threat to valuation multiples. The firm has entered a zone of uncertainty as core biz stays muted whereas new companies take time to scale up.