Lemon Tree Hotels Limited
Keynote Capitals Ltd
Quarterly Update Q2FY26
| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 19 Nov 2025 | Lemon Tree Hotels |
Keynote Capitals Ltd
|
150.98 | 220.00 | 150.98 | 45.71 |
Buy
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| 19 Nov 2025 | Ashok Leyland |
Deven Choksey
|
145.46 | 156.00 | 147.23 (-1.20%) | 7.25 |
Accumulate
|
Robust operational quarter led by improving demand, better mix, and disciplined cost control
Deven Choksey
Ashok Leyland enters H2FY26 on a strong footing, supported by improving freight activity, GST-led demand uplift, and a healthy order environment across trucks, buses and LCVs.
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| 18 Nov 2025 | Bharat Heavy Electricals |
Geojit BNP Paribas
|
289.20 | 329.00 | 289.10 (0.03%) | 13.76 |
Buy
|
BHEL
Geojit BNP Paribas
*over or under performance to benchmark index Bharat Heavy Electricals Ltd (BHEL), a public sector entity, is India's largest engineering company. It supplies power plant equipment such as gas turbines, generators, thermal sets, diesel shunters, turbo sets, hydro sets, power transformers, switchgears, circuit breakers and boilers. It also manufactures compressors, valves, rectifiers, pumps, capacitors and oil rigs, and undertakes castings and forgings. BHEL's Q2FY26 revenue increased 14.1% YoY to Rs. 7,512cr, driven by an 18.0%...
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| 18 Nov 2025 | CG Power & Industrial |
Geojit BNP Paribas
|
724.10 | 811.00 | 733.75 (-1.32%) | 12.00 |
Hold
|
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED
Geojit BNP Paribas
EBITDA grew 36.7% YoY to Rs. 443cr, while EDITDA margin improved 170bps to 15.2%. The bottom line stood at Rs. 248cr, up 29.5% YoY. CG Power performed well due to revenue growth, margin expansion and a robust order inflow. Power system continues to lead growth, supported by sustained demand in transmission and distribution (T&D), renewables and the export market. Industrial system's revenue is likely to rise on the execution of railway projects and...
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| 18 Nov 2025 | Eternal |
Geojit BNP Paribas
|
306.60 | 350.00 | 306.15 (0.15%) | 14.16 |
Buy
|
ETERNAL LIMITED
Geojit BNP Paribas
Eternal Limited delivered a strong result driven by strong execution in quick commerce business, a recovery in food delivery segment, and improved efficiency across its restaurant supply operations. EBITDA margins are expected to strengthen over time, aided by operational leverage, and effective cost control. The quick...
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| 18 Nov 2025 | ICICI Bank |
Geojit BNP Paribas
|
1383.10 | 1568.00 | 1373.40 (0.71%) | 13.37 |
Buy
|
ICICI BANK LIMITED
Geojit BNP Paribas
ICICI Bank delivered a satisfactory performance in Q2FY26 supported by healthy loan growth and resilient margin, amid a competitive environment. The bank highlighted continued traction across retail and business banking segments. Asset quality was stable, with prudent provisioning and strong capital buffers ensuring balance-sheet resilience. Its strategic focus on risk-calibrated profitable growth...
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| 18 Nov 2025 | Transport Corp |
Geojit BNP Paribas
|
1128.80 | 1354.00 | 1118.60 (0.91%) | 19.95 |
Buy
|
TRANSPORT CORPORATION OF INDIA LTD
Geojit BNP Paribas
Transport Corporation of India Ltd. (TCI) is one of the largest integrated players in the organized logistics industry. Key business segments include freight, supply chain, warehousing solutions & shipping services. In Q2FY26, revenue increased by 7.5% YoY, driven by robust growth in Supply Chain Solutions (SCS) at 17.8% YoY and steady performance in...
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| 18 Nov 2025 | Ahluwalia Contracts |
Axis Direct
|
1032.15 | 1085.00 | 1053.70 (-2.05%) | 5.12 |
Buy
|
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| 18 Nov 2025 | Supriya Lifescience |
Deven Choksey
|
766.05 | 850.00 | 787.35 (-2.71%) | 10.96 |
Accumulate
|
Strong sequential rebound with broad-based growth; exports and Module E ramp-up drive performance
Deven Choksey
We expect growth momentum to sustain over the coming quarters, supported by steady demand across regulated markets, scale-up of the Module E facility, and a stronger mix from high-value therapies.
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| 17 Nov 2025 | Yatra Online |
Keynote Capitals Ltd
|
182.15 | 261.00 | 189.32 (-3.79%) | 43.29 |
Buy
|
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| 17 Nov 2025 | PTC Industries |
ICICI Securities Limited
|
17231.00 | 20700.00 | 17324.00 (-0.54%) | 20.13 |
Buy
|
Gearing up for accelerated growth as capacities begin to commission
ICICI Securities Limited
PTC Industries (PTCIL)’s Q2FY26 EBITDA recovered to INR 257mn (+21% YoY), after a dismal Q1, as we believe TARC EBITDA losses would have reduced and ATL performance has improved.
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| 17 Nov 2025 | Inox Wind |
ICICI Securities Limited
|
139.68 | 180.00 | 146.11 (-4.40%) | 28.87 |
Buy
|
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| 17 Nov 2025 | DCB Bank |
ICICI Securities Limited
|
184.82 | 225.00 | 186.15 (-0.71%) | 21.74 |
Buy
|
Analyst day takeaways: Accelerating journey towards ‘full-fledged banker’
ICICI Securities Limited
DCB Bank (DCB) hosted its maiden analyst day. The bank intends to remain focused on the underserved MSME segment through secured and granular loan offerings.
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| 17 Nov 2025 | Max Healthcare |
Motilal Oswal
|
1164.40 | 1360.00 | 1121.60 (3.82%) | 16.80 |
Buy
|
Steady delivery; bed capacity expansion continues
Motilal Oswal
Max Healthcare (MAXH) reported in-line revenue and slightly better-thanexpected EBITDA in 2QFY26. The overall performance was robust, with consistent 20%+ YoY revenue growth and better or in-line EBITDA YoY growth.
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| 17 Nov 2025 | Hero MotoCorp |
Axis Direct
|
5876.50 | 6245.00 | 5798.50 (1.35%) | 6.27 |
Buy
|
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| 17 Nov 2025 | DCB Bank |
Axis Direct
|
184.82 | 200.00 | 186.15 (-0.71%) | 8.21 |
Buy
|
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| 17 Nov 2025 | Marico |
ICICI Direct
|
748.15 | 870.00 | 760.70 (-1.65%) | 16.29 |
Buy
|
Marico Ltd.
ICICI Direct
Strong Q2; Margin to expand by 200bps in FY27 Q2FY26 performance: India business grew by 35% YoY driven by mix of volume and price led growth. Volume growth stood at 7% YoY continuing its positive growth trajectory for 10th consecutive quarter. International business grew by 20% YoY on constant currency basis. Inflated copra prices (+113% YoY) and high base led to 814bps YoY decline in gross margins to 42.6%. EBIDTA margins declined by...
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| 17 Nov 2025 | Ipca Laboratories |
ICICI Direct
|
1447.40 | 1660.00 | 1464.80 (-1.19%) | 14.69 |
Buy
|
Ipca Laboratories
ICICI Direct
Q2FY26- Revenues growth a little subdued but margins strongRevenues grew ~9% YoY to 2556.5 crore driven by both domestic formulations and API exports. Domestic formulations grew 8% YoY to 1019 crore, driven by strong traction in pain management but also had some impact on account of GST rate rationalization. Export APIs grew ~45% to 221 crore. Under exports formulations - Branded exports grew ~2% to 145 crore, Institutional exports de-grew 29% YoY to 79.7 crore and generic exports de-grew 6% YoY to 268 crore. EBITDA grew 23.4% YoY to 545 crore while EBITDA margins grew by 257 bps to 21.3% aided...
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| 17 Nov 2025 | Mishra Dhatu Nigam |
ICICI Direct
|
351.50 | 460.00 | 361.20 (-2.69%) | 30.87 |
Buy
|
Mishra Dhatu Nigam
ICICI Direct
About the stock: Mishra Dhatu Nigam (Midhani) is one of the key manufacturers of critical metals such as special steels, super alloys (nickel base, iron base and cobalt base), titanium alloys etc. The company primarily cater to the requirements...
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| 17 Nov 2025 | Engineers India |
ICICI Direct
|
201.96 | 250.00 | 204.99 (-1.48%) | 23.79 |
Buy
|
Engineers India
ICICI Direct
About the stock: Engineers India (EIL), established in 1965, is an Indian public sector Navratna company, primarily present into two segments - Engineering Consultancy and LSTK (Lump Sum Turnkey). EIL's business operations span the hydrocarbon value chain as well as diversified areas of Metallurgy, Infrastructure, Bio Fuels & Green Hydrogen. The company is also present in international markets...
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