02 Mar 2026
General Insurance
BOB Capital Markets Ltd.
369.30
372.45
(-0.85%)
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.
640.95
835.00
701.25
(-8.60%)
30.28
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.
104.50
145.80
(-28.33%)
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
518.00
635.00
432.45
(19.78%)
22.59
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
1054.40
1788.00
1203.80
(-12.41%)
69.58
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
64.78
82.00
70.04
(-7.51%)
26.58
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
5444.00
5962.00
5402.50
(0.77%)
9.52
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
2357.30
2553.00
2199.30
(7.18%)
8.30
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
1351.60
1756.00
1414.40
(-4.44%)
29.92
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
211.32
290.00
247.85
(-14.74%)
37.23
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
298.05
411.00
352.15
(-15.36%)
37.90
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%)
13 Feb 2026
Petronet LNG
BOB Capital Markets Ltd.
296.70
300.00
290.40
(2.17%)
Target met
Hold
Broker Report
Revenue and EBITDA decreased by 8.7%YoY and 3.9%YoY, on lower blended realisations offset by volume growth of 2.1%YoY, respectively
13 Feb 2026
Indraprastha Gas
BOB Capital Markets Ltd.
Reco
Target
161.91
197.00
166.51
(-2.76%)
21.67
Buy
Broker Report
Revenue and EBITDA grew by 8.2%YoY and 29.9%YoY resp., driven by volume growth of 3.4%YoY and lower input gas cost
13 Feb 2026
ONGC
BOB Capital Markets Ltd.
Target
270.55
278.00
267.40
(1.18%)
Target met
Hold
Broker Report
Performance above expectations, given better-than-expected performance of refinery subsidiaries (HPCL and MRPL)
13 Feb 2026
Hindustan Unilever
BOB Capital Markets Ltd.
Reco
Target
2136.90
2510.00
2305.20
(-7.30%)
17.46
Hold
Broker Report
HUL delivered 4% UVG with broad-based growth across categories; in line with expectations
13 Feb 2026
Cohance Lifesciences
BOB Capital Markets Ltd.
Target
289.35
414.00
315.60
(-8.32%)
43.08
Buy
Broker Report
Sales/EBITDA/PAT reported 1.4%/4.3%/42.2 respectively below our estimates. EBITDA Margin was 52 bps below our estimates
12 Feb 2026
Ashok Leyland
BOB Capital Markets Ltd.
Reco
Target
178.47
199.00
211.02
(-15.43%)
Target met
Hold
Broker Report
Strong volume-led performance; MHCV up 23% YoY & LCV by 20% YoY, raising revenue by 22% YoY, realisations muted down by 2% YoY
12 Feb 2026
Mahindra & Mahindra
BOB Capital Markets Ltd.
Target
3031.20
4625.00
3593.10
(-15.64%)
52.58
Buy
Broker Report
Robust blended volume growth of 22% YoY, underscoring strong Auto and FES traction; blended realisations up by ~3% YoY
12 Feb 2026
Indiqube Spaces
BOB Capital Markets Ltd.
156.47
272.00
182.41
(-14.22%)
73.84
Buy
Broker Report
Reported EBITDA of Rs 2,372.7; -4.4% below our expectations as higher traded goods expenses weighed on margins
12 Feb 2026
Britannia Industries
BOB Capital Markets Ltd.
Target
5787.00
6348.00
6102.00
(-5.16%)
9.69
Hold
Broker Report
Commodity environment remains supportive with QoQ softening in flour, palm oil and cocoa, aiding margin resilience