Research notes

The report lists Infosys as the top Nifty 50 loser, down 2.03%.

The report notes Reliance Industries rallied nearly 11% and was the top Nifty 50 gainer, supporting the index's gap-up.

The morning call tracker lists an open buy call on MBAPL entered at 177 with a stoploss of 159 and target of 200, from a weekly report.

The report gives a trading idea to buy GAIL at 174 with a stoploss of 168 and target of 190 over a 2-3 week timeframe.

The report states that Q4FY25 revenue grew 4.6% YoY to Rs 1,701 crs led by sugar segment growth, while EBITDA margin declined 100bps YoY to 19.6% and PAT fell 4.2% YoY to Rs 205 crs, and recommends investors book profits given the stock's 200%+ rally since initial coverage while remaining constructive on long-term prospects.

The report gives a trading idea to buy Tanla Platforms at 600 with a stop-loss of 573 and target of 660 over 2-3 weeks.

The report lists SBI among preferred buying bets on the stock front within Bank Nifty.

The report lists Kotak Mahindra Bank among preferred buying bets on the stock front within Bank Nifty.

The report lists ICICI Bank among preferred buying bets on the stock front within Bank Nifty.

The report says Bank Nifty gained 1.18% led by private banks and could recover towards 55,977, with 54,000 as key support.

The report says Nifty gained 1.05% and may extend its recovery towards the 50-SMA, maintaining a bullish trading view with a stop-loss at 22,800.

The report recommends investors book profits in IDFC First Bank, citing conditional margin recovery, diluted deposit quality, and thin returns despite a strong headline Q2FY27 PAT of ₹10.45bn and improved asset quality.

The report gives a trading idea to buy GESHIP at CMP 1562 with a stoploss of 1510 and target of 1650-1669 over a 2-3 week timeframe.

The report recommends a Hold rating on Blue Star, citing strong fundamentals and sustainable stock performance despite the stock trading at 43x FY27E PE amid a broader market correction.

The report notes Q3FY25 revenue grew 23.5% YoY to Rs1467.4cr with EBITDA up 11.3% YoY but margins contracting, and at ~34.4x TTM P/E recommends investors hold the stock.

The report says AU SFB delivered a strong Q2FY27 with PAT up 53% YoY to Rs8.58bn, deposit and loan growth well ahead of the sector, improving asset quality, and maintains a BUY rating with a revised target of Rs1,175, implying ~39% upside from CMP of Rs848, despite flagging a QoQ NIM dip, lower PCR and seasonal tractor slippages as near-term concerns.

The report states TCPL posted 14% YoY revenue growth, 18% EBITDA growth with margin expansion of 40 bps, and 16% PAT growth in Q2FY27, with India branded UVG of 11% and growth businesses up 40%, and recommends ADD citing improving earnings visibility despite premium valuation of 43.2x FY28E EPS.

The morning call tracker lists a closed buy call on IndiGo entered at 4800 with stoploss 4690 and target 5130, resulting in a -5% outcome.

The morning call tracker lists an open buy call on Nykaa entered at 345 with stoploss 328 and target 370, currently showing a -8% status.

The morning call tracker lists an open buy call on Kajaria Ceramics entered at 1226 with stoploss 1181 and target 1310, currently showing a -7% status.

The report describes Bank Nifty as range-bound with mixed technical signals, suggesting selective stock-specific trading.

The report says Nifty formed a Doji and continues a negative bias, nearing a 22,500-22,600 demand zone, with strategy to avoid aggressive long positions.

The report states Q2FY27 PAT rose 4.7% YoY to ₹195.1bn with 16.3% loan growth and improving asset quality (GNPA 1.11%), and rates the stock BUY with a target of ₹970, implying ~36% upside from CMP ₹712.

The morning call tracker shows a closed Buy call on BHEL from 13-08-2026 entered at 420 with a 6% gain.

The morning call tracker shows a closed Buy call on BBOX from 07-10-2026 entered at 840 with a 4% gain.