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CLSA has an underperform standing connected Jubilant Foodworks with the people terms astatine Rs 477. Analysts said the institution missed its income estimates, which was known. Its net earlier interest, taxes, depreciation, and amortisation (EBITDA) borderline was beneath statement but somewhat improved sequentially, portion gross borderline improved somewhat arsenic it raised prices and packaging charges.
They besides said the company’s income per store grew 4.3% connected the twelvemonth (YoY) with Domino’s India like-for-like (LFL) maturation of 9.1%. Analysts besides judge the aboriginal festive play aided request successful the July-Sept 4th (Q2FY26) and successful Oct.Jefferies has a bargain standing connected Voltas with the people terms Rs 1,670. Analysts said successful Q2Fy26, the institution missed estimates, impacted by little margins, portion consolidated income astatine Rs 2,340 crore (down 10% YoY) were in-line with estimates.
However, operating nett borderline (OPM) astatine 3% was little than estimates, dragging down PAT. They said mediocre operating-leverage, higher selling costs, and under-absorption astatine caller facilities impacted margins.Bernstein has an outperform standing connected Muthoot Finance with the people terms astatine Rs 3,400. Analysts said for the company, Q2FY26 was different beardown 4th and its beardown assets nether absorption (AUM) maturation continued.
Also its nett involvement borderline (NIM) expanded further connected higher recoveries, instrumentality connected assets (ROE) crosses 30% with the net per stock (EPS) maturation astatine 87%.HSBC has a clasp standing connected Alkem Laboratories with the people terms raised to Rs 5,170. Analysts said the company’s Q2FY26 numbers were up of estimates led by little R&D costs, portion India and US income were successful enactment and the remainder of the satellite saw robust income growth.
Alkem guided for EBITDA margins of 19.5%-20% successful FY26, against 22.5% successful H1FY26 connected higher walk connected R&D and newer initiatives. Analysts judge it volition instrumentality a portion for caller initiatives to output results.Kotak has a merchantability standing connected Eicher Motors with the people terms astatine Rs 5,750. Analysts said the institution reported an in-line 4th and they expect its measurement maturation to prolong implicit the coming quarters. They judge the mean selling terms (ASP) for its products and profitability volition stay beneath expectations.
They said valuations astatine 34 times one-year guardant price-to-earnings for home two-wheeler concern stay expensive.Disclaimer: The opinions, analyses and recommendations expressed herein are those of brokerage and bash not bespeak the views of The Times of India. Always consult with a qualified concern advisor oregon fiscal planner earlier making immoderate concern decisions.
