15 Apr 2026
ICICI Prudential
BOB Capital Markets Ltd.
Target
561.25
760.00
561.25
35.41
Buy
Broker Report
VNB margin resilient, with a significant expansion of 190bps YoY in FY26, driven by favourable product mix towards high margin products
10 Apr 2026
TCS
BOB Capital Markets Ltd.
Target
2554.90
2607.00
2524.30
(1.21%)
2.04
Hold
Broker Report
View on FY27 positive vis--vis FY26 due to exit momentum, order inflow and traction in new age services
06 Apr 2026
JSW Cement
BOB Capital Markets Ltd.
128.75
139.00
118.51
(8.64%)
7.96
Buy
Broker Report
Growth trajectory very robust with volume growth at ~17% CAGR over FY15-FY25; momentum to grow only stronger with capacity addition
02 Apr 2026
Dixon Technologies
BOB Capital Markets Ltd.
Reco
Target
11068.50
11400.00
9920.50
(11.57%)
2.99
Hold
Broker Report
Sharp rise in DRAM/NAND prices has raised BOM costs by 1015%, posing volume risk in price-sensitive segments
25 Mar 2026
South Ind Bank
BOB Capital Markets Ltd.
38.71
46.00
36.99
(4.65%)
18.83
Buy
Broker Report
Portfolio recalibration towards granular retail and MSME segments; AQ improves as legacy stress eases and share of new book increases
24 Mar 2026
Hyundai Motor
BOB Capital Markets Ltd.
1781.40
2287.00
1859.50
(-4.20%)
28.38
Buy
Broker Report
Capacity expansion to 1.1mn units by FY28 to help attain growth with focus on premiumisation, as SUV accounts 70% of domestic sales
24 Mar 2026
Sky Gold and Diamonds
BOB Capital Markets Ltd.
419.60
494.00
324.35
(29.37%)
17.73
Buy
Broker Report
Rapid revenue and capacity expansion, driven by strong client additions, industry tailwinds, and scaling exports
20 Mar 2026
Hindalco Industries
BOB Capital Markets Ltd.
1011.45
1050.00
874.25
(15.69%)
3.81
Buy
Broker Report
Capex programme in domestic business (Aluminium (Al) upstream and Copper) and overseas Novelis business to drive growth
20 Mar 2026
Software & Services
BOB Capital Markets Ltd.
Not Rated
Broker Report
Organic growth raised from 2% to 2.5%, driven by 1HFY26 (August YE) performance. But lower than 4% delivered in FY25
02 Mar 2026
General Insurance
BOB Capital Markets Ltd.
399.15
372.45
(7.17%)
Not Rated
Broker Report
Plans to grow international business in the 7-10% range, aided by expansion in low penetration markets
27 Feb 2026
Anthem Biosciences
BOB Capital Markets Ltd.
729.75
835.00
701.25
(4.06%)
14.42
Buy
Broker Report
Being one of the few backward-integrated peptide manufacturers, gives it cost edge over China competitors in GLP
26 Feb 2026
Renaissance Global
BOB Capital Markets Ltd.
107.92
145.80
(-25.98%)
Not Rated
Broker Report
The company is shifting from a working-capital-heavy B2B model to a high-margin, brand-led D2C jewellery platform to drive profitability
26 Feb 2026
Bluestone Jewellery
BOB Capital Markets Ltd.
Target
510.45
635.00
432.45
(18.04%)
24.40
Buy
Broker Report
Targeting scale-up to ~700 stores (~20% CAGR), backed by strong unit economics (~40% store-level ROCE)
25 Feb 2026
Goodluck
BOB Capital Markets Ltd.
Target
1136.35
1788.00
1203.80
(-5.60%)
57.35
Buy
Broker Report
Goodluck has diversified product portfolio catering to growing sectors Auto, Infrastructure, Solar and Defence
23 Feb 2026
IDFC First Bank
BOB Capital Markets Ltd.
Target
66.91
82.00
70.04
(-4.47%)
22.55
Buy
Broker Report
IDFCFB flags suspected fraud at the Chandigarh branch related to Haryana government; forensic audit underway
15 Feb 2026
Alkem Laboratories
BOB Capital Markets Ltd.
Target
5575.50
5962.00
5402.50
(3.20%)
6.93
Hold
Broker Report
Sales/EBITDA/APAT reported 1.3%/2.4% and -3.4% below our estimates. EBITDA margin reported 25bps lower than estimates at 22.2%
15 Feb 2026
Lupin
BOB Capital Markets Ltd.
Target
2338.90
2553.00
2199.30
(6.35%)
9.15
Buy
Broker Report
Sales/EBITDA /APAT reported 8.2%/13.1%/25% above our estimates. EBITDA Margin reported 130 bps above our estimates
15 Feb 2026
Eris Lifesciences
BOB Capital Markets Ltd.
Reco
Target
1451.40
1756.00
1414.40
(2.62%)
20.99
Buy
Broker Report
Sales/EBITDA/APAT reported 2%/-1.5%/2.3% above our estimates. EBITDA Margin reported 110 bps below our estimates
15 Feb 2026
Hindware Home Innovation
BOB Capital Markets Ltd.
Reco
Target
215.45
290.00
247.85
(-13.07%)
34.60
Buy
Broker Report
EBITDA 63.8% YoY as margin recovery offsets a modest top-line growth. Bathware sustains double-digit profitability
13 Feb 2026
Senco Gold
BOB Capital Markets Ltd.
Reco
Target
326.30
411.00
352.15
(-7.34%)
25.96
Buy
Broker Report
Revenue 50.1% YoY on festive and gold tailwinds; margin expands to 13.2% on SSG (+31%) and mix skewed toward owned stores (~65%)