30 Jun 2026
Astral
BOB Capital Markets Ltd.
Target
1378.00
1640.00
1335.60
(3.17%)
19.01
Buy
Broker Report
Astral announced to demerge its Adhesives business to a new to-be listed entity Astral Chemie Ltd
29 Jun 2026
Persistent Systems
BOB Capital Markets Ltd.
Target
4700.30
3749.00
4298.50
(9.35%)
20.24
Sell
Broker Report
On 27 June 2026, PSYS announced a very large acquisition (Nagarro - 75% of current revenue) and a large net new deal
25 Jun 2026
Ather Energy
BOB Capital Markets Ltd.
1133.00
998.75
(13.44%)
Not Rated
Broker Report
Distribution-led expansion and strong execution drove the broad-based market share gains across regions
22 Jun 2026
Amber Enterprises
BOB Capital Markets Ltd.
Target
7596.00
9300.00
7906.50
(-3.93%)
22.43
Buy
Broker Report
Amber has entered manufacturing collaboration with OPPO India to assemble smartphones
22 Jun 2026
Reliance Industries
BOB Capital Markets Ltd.
1320.00
1610.00
1326.50
(-0.49%)
21.97
Buy
Broker Report
Outlined value creation pathways through growth drivers in consumer product business(RCPL), green energy and Oil-to-chemicals business
19 Jun 2026
Software & Services
BOB Capital Markets Ltd.
Sector Update
Broker Report
ACN lowered FY26 (August YE) Local currency (LC) organic revenue growth guide by 50bps to 2%. Reversed its post 2Q move
17 Jun 2026
Orient Bell
BOB Capital Markets Ltd.
318.00
319.15
(-0.36%)
Not Rated
Broker Report
Real estate completion cycle driving demand recovery, with OBL's volume and value growth gaining momentum in Q1FY27
05 Jun 2026
Titan Company
BOB Capital Markets Ltd.
4481.10
4626.00
4260.20
(5.19%)
3.23
Hold
Broker Report
Consumer platform: Cross-sell opportunity still largely untapped
04 Jun 2026
Bluestone Jewellery
BOB Capital Markets Ltd.
578.15
662.00
535.05
(8.06%)
14.50
Buy
Broker Report
Targets ~20% annual store expansion; mature cohorts deliver ~25% store EBITDA margins and ~43% ROIC
01 Jun 2026
Gujarat Energy
BOB Capital Markets Ltd.
Target
296.00
406.00
396.80
(-25.40%)
Target met
Hold
Broker Report
Revenue declined by 9.0%YoY, on account of decrease in CGD and gas trading businesses. Gujarat Gas is now an integrated energy company
29 May 2026
Finolex Industries
BOB Capital Markets Ltd.
172.65
190.00
186.22
(-7.29%)
Target met
Hold
Broker Report
Revenue grew 12% YoY despite flat volumes; EBITDA margin expanded sharply to 25.3% on strong PVC spreads and inventory gains
29 May 2026
PG Electroplast
BOB Capital Markets Ltd.
Reco
Target
562.50
570.00
482.55
(16.57%)
Target met
Buy
Broker Report
Q4FY26 revenue declined 10% YoY, missing estimates by 20%, as March production was impaired by LPG crisis and logistics disruptions
29 May 2026
Mphasis
BOB Capital Markets Ltd.
2290.70
2389.00
2271.40
(0.85%)
Target met
Hold
Broker Report
Mphasis Tria' unveiled. A governed Enterprise Agency Platform, delivering outcomes'. Moving from Agentic AI to Agency
29 May 2026
Alkem Laboratories
BOB Capital Markets Ltd.
Reco
Target
5558.50
4638.00
5498.00
(1.10%)
16.56
Sell
Broker Report
Sales/EBITDA/APAT reported 4.8%/7.4%/-4.4% above our estimates. EBITDA Margin reported 36 bps above our estimates at 14.4%
29 May 2026
Ashok Leyland
BOB Capital Markets Ltd.
Target
166.77
186.00
155.44
(7.29%)
11.53
Hold
Broker Report
Strong Q4FY26 Volume/Revenue growth of ~19% YoY, supported by replacement demand and ~1% price hike, keeping realisations stable
26 May 2026
Awfis Space Solutions
BOB Capital Markets Ltd.
Target
301.40
364.00
356.15
(-15.37%)
Target met
Hold
Broker Report
Reported FY26 EPS of 9.92; missing our estimates by -10.7%, mostly as a result of lower other income and higher depreciation expense
25 May 2026
Eicher Motors
BOB Capital Markets Ltd.
Target
7445.50
7431.00
7414.00
(0.42%)
Target met
Hold
Broker Report
Premium demand and refreshed portfolio traction drive revenue (SA) growth of ~16% YoY; FY26 RE volumes cross 1.2mn units
24 May 2026
WeWork Management
BOB Capital Markets Ltd.
Target
737.15
765.00
565.10
(30.45%)
3.78
Buy
Broker Report
Reported FY26 EPS of 5.40, beating our estimates by ~77%, on the back of a larger footprint (8.6msf) and substantially higher utilisation (86.9%)
24 May 2026
Sun Pharmaceutical
BOB Capital Markets Ltd.
Target
1905.00
2124.00
1844.60
(3.27%)
11.50
Buy
Broker Report
Sales/EBITDA/PAT came 1.4%/-13.5%/-4.3% below estimates. Gross Margin was 103 bps higher; EBITDA Margin 416 bps below estimates
24 May 2026
Divi's Laboratories
BOB Capital Markets Ltd.
Target
6799.00
7500.00
6887.00
(-1.28%)
10.31
Hold
Broker Report
Sales/EBITDA /PAT reported 3.4%/10%/1 below our estimates. EBITDA Margin was reported 235 bps below our estimates at 33%