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UNBELIEVABLE: Elara securities - The Untold Story

ETMarkets Smart Talk | India may see 50 bps of rate hikes in 2026 as Fed tightens: Garima Kapoor

The Fed’s latest rate hike could constrain the RBI’s policy flexibility as India-US bond yield differentials narrow. Elara Securities’ Garima Kapoor expects 25-50 bps of RBI hikes in 2026, while higher US yields and a stronger dollar could pressure FPI flows.

The Economic Times

PMS Tracker: East Green, Atlas Integrated Finance, Hem Securities, 7 others deliver up to 14.7% returns in August

Equity PMS strategies posted strong gains during the month, led by East Green Advisors' Quant Strategy, which emerged as the best performer with a 14.73% return for the month ended August 31, 2026.

The Economic Times

Gland Pharma shares rally 12% after Q1FY27 profit jumps 47% YoY. Should you buy, sell or hold?

Gland Pharma shares rose sharply after Q1FY27 profit rose 47% and revenue grew 20% year-on-year. While strong margins and CDMO growth prompted Elara Securities to raise its earnings estimates, the brokerage downgraded the stock to ‘Accumulate’ from ‘Buy’ after its 40% three-month rally, citing limited near-term upside.

The Economic Times

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Navin Fluorine shares surge 8% after Q1 profit more than doubles. Should you buy, sell or hold?

Navin Fluorine shares surged nearly 8% after the company posted a strong Q1FY27 performance, with profit more than doubling and revenue rising 44% YoY. Elara Securities retained its 'Buy' rating and Rs 9,158 target, citing robust growth in refrigerants, specialty chemicals and CDMO, along with a strong expansion pipeline that…

The Economic Times

FIIs will return to India, but these 5 reasons will keep them at bay for some time

FII selling has remained a key headwind for Indian equities since 2024, with foreign investors pulling out $32 billion amid the Middle East conflict. While recent inflows have provided some relief, Elara Securities believes a sustained, broad-based return of overseas capital is still some way off.

The Economic Times

Dixon, Amber, Syrma: Harshit Kapadia on why India's EMS sector is back on the radar & which stocks to buy now

India's electronics manufacturing sector is poised for decades of growth, fueled by global supply chain shifts and government support. Experts see reasonable valuations after recent corrections. Key developments include Dixon Technologies' significant deal with Vivo, potentially boosting revenues substantially, and Syrma SGS Technology's JV with Kaga Electronics, promising higher margins…

The Economic Times

India's export outlook is challenging for FY27, but worst is over: Elara Securities

India's export outlook remains challenging in FY27 amid moderating global demand and elevated electronics imports, but the worst phase appears to be behind as a weaker rupee, resilient services exports and strong remittance inflows are likely to cushion external sector pressures, according to a report by Elara Securities.

The Economic Times

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India's growth story is real, but 6.5% won't make us Viksit Bharat, warns Garima Kapoor, Elara Securities

India's current 6.5% growth is comfortable but insufficient for its 2047 aspirations, requiring 7.5-8% growth. A lack of corporate investment is the primary hurdle, despite government and consumer demand. However, global reindustrialization and new trade deals offer optimism. Foreign investors are wary due to weak earnings growth relative to India's…

The Economic Times

Premier Energies bulk deal: Promoters sell stake worth Rs 2,289 crore; Quant, Nomura among top buyers

Premier Energies' promoters divested shares worth nearly Rs 2,289 crore to institutional investors, including Smallcap World Fund and Quant Mutual Fund. This move coincides with heightened interest in India's solar manufacturing sector, driven by policy support and robust earnings. The company is aggressively expanding its module and cell capacities, with…

The Economic Times

Kaynes Technology shares tumble 25% in 3 days after weak Q4; Elara cuts rating to ‘Accumulate’

Kaynes Technology India shares tumbled nearly 25% in three days following a weaker-than-expected Q4 performance and a downgrade by Elara Securities. The company missed key FY26 guidance metrics, including revenue and operating cash flow. While FY27 growth targets were lowered, the firm anticipates future revenue contributions from its OSAT plant.

The Economic Times

US Fed likely to hold rates through 2026 as inflation risks overshadow labour market weakness: Report

The US Federal Reserve is likely to drop its easing bias at the next FOMC meeting and shift toward a tightening stance through 2026, with a 20% chance of a 25 bps hike in December if the Strait of Hormuz remained closed and energy prices spiked further, Elara Securities said…

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