CLSA has a ‘maintain’ advice on Voltas with a goal value of Rs 1,375. Analysts mentioned that the corporate indicated encouraging secondary gross sales forward of peak summer time season on a excessive base whereas the market share losses early this yr have been extra as a result of seasonality and geographical presence. The corporate expects to proceed to develop forward of the trade and its focus stays on absolute revenue progress over profitability. Decision of certification points and home capability build-up might be essential going forward.
Jefferies has a ‘purchase’ advice on Indigo with a value goal of Rs 5,700. Analysts mentioned that Indigo, throughout the analyst meet, alluded to robust This fall on pricing-per-passenger progress. For FY26, the corporate expects early double-digit cap progress, much like in FY25. Enlargement on worldwide routes is a key progress driver forward. With ballooning free money circulation, the administration targets prudent allocation to keep up stability between progress and exterior dangers.
Nomura has a ‘impartial’ advice on DLF with a goal value of Rs 700. Analysts imagine the true property main is prepared for an additional robust yr however anticipate a greater entry level. Count on pre-sales to succeed in above Rs 20,000 crore in FY26, annuity earnings at 12% CAGR and working money circulation 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 value appreciation.
Macquarie has an ‘outperform’ score on UNO Minda with a goal value 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 ‘maintain’ advice on PI Industries however has minimize the inventory’s goal value 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 spot is a draw back threat to valuation multiples. The corporate has entered a zone of uncertainty as core biz stays muted whereas new companies take time to scale up.
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