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Goldman Sachs maintained its neutral standing connected Jubilant Foodworks with the people terms chopped to Rs 460 from Rs 480 earlier. Analysts said that successful the Jan-March 4th (Q4FY26) the company’s net earlier interest, taxes, depreciation and amortisation (EBITDA) was somewhat up of estimates owed to Dunkin’ classification arsenic discontinued operations.Analysts flagged near-term borderline unit from energy, wage and earthy worldly inflation. Domino’s Pizza’s similar for similar (LFL) maturation successful India was 0.2% connected the twelvemonth (YoY). The mean measure worth declined owed to little free-delivery threshold. The absorption indicated measure values to stabilise successful aboriginal Q1FY27. Analysts expect Domino’s India maturation to lag peers successful FY27.Nomura has a bargain standing connected BPCL with the people terms astatine Rs 365.
Analysts said that the refiner’s beardown gross refining borderline (GRM) successful Q4FY26 was from higher cracks and apt inventory gains.They expect HPCL’s cardinal projects presently underway to thrust the adjacent maturation rhythm and the capex strength would stay high. They said its net whitethorn bounce backmost successful FY28 aft a washout FY27.Morgan Stanley maintained its overweight standing connected PI Industries with the people terms astatine Rs 3,883.
Analysts said that the institution expects to instrumentality to affirmative gross maturation successful FY27, and improved traction expected crossed exports and home agchem business.Its planetary biologicals concern margins was supra 60%, portion the pharma concern whitethorn instrumentality 2-3 years to treble the gross base. Analysts said PI’s commentary connected agchem betterment much cautious than peers. The US registration has been granted for PI’s bionematicide merchandise portion Pioxaniliprole motorboat successful India is expected this year.Nuvama has upgraded Grasim Industries to bargain from clasp with a people terms of Rs 3,546 from Rs 3,336. Analysts said there’s improving request successful Cellulosic Staple Fibre portion determination is margin-led maturation successful the chemic segment. The scaling-up of paints and B2B e-commerce businesses are continuing.They estimated that the company’s nett debt/EBITDA is apt to beryllium <3.5x contempt immense capex.Motilal Oswal Securities maintained its bargain standing connected Bharat Electronics with the people terms astatine Rs 510, down from Rs 520.
Analysts expected the company’s beardown borderline show to continue, and it tin prolong gross maturation of implicit 15% implicit the adjacent fewer years.They expected bid inflows exceeding Rs 55,000 crore successful FY27. Analysts besides said ample opportunities are emerging successful indigenous information halfway solutions with the archetypal opportunities estimated astatine betwixt Rs 1,000 crore and Rs 5,000 crore, portion afloat indigenous information halfway projects whitethorn standard up toward Rs 10,000 crore.They expected the Quick Reaction Surface-to-Air Missile (QRSAM) declaration to beryllium finalized by Jun-Jul ’26.(Disclaimer: Recommendations and views connected the banal market, different plus classes oregon idiosyncratic concern absorption tips fixed by experts are their own. These opinions bash not correspond the views of The Times of India)
