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SHOCKING: Pl capital | Mind Blowing Facts

Cyient shares rocket 8% after investor day, but brokerages see up to 24% downside. Here’s why

Cyient shares jumped 8% after the IT services company outlined its growth and margin roadmap at its investor day. Management is targeting double-digit revenue growth and EBIT margins above 15% in the near term, while brokerages remained divided on the pace of recovery. Motilal Oswal retained its Sell rating, while…

The Economic Times

LPG subsidy bill may top Rs 1 lakh crore in FY27, create Rs 70,000 cr gap over Budget allocation

India's LPG subsidy bill may surpass Rs 1 lakh crore in fiscal year 2027. This projection indicates a significant shortfall against the budget's Rs 30,000 crore allocation. Overall subsidy spending has already seen a forty-seven percent year-on-year increase during early fiscal year twenty twenty-seven. Government finances face additional pressure from…

The Economic Times

Nifty to hit 27,000 in one year? PL Capital says Middle East crisis, El Nino can play a spoil sport; names 15 top picks

PL Capital has raised its one-year Nifty 50 target to 27,019, implying over 12% upside, while warning that the escalating West Asia conflict and a potential super El Niño could fuel inflation and hurt growth. The brokerage remains stock-specific and has identified 15 preferred large- and mid-cap picks.

The Economic Times

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Water crisis ahead? PL Capital says water deficit creates Rs 20 lakh cr infra opportunity, picks 3 stocks

India's widening water deficit could create an infrastructure investment opportunity worth over Rs 20 lakh crore over the next decade, according to PL Capital. The brokerage expects sustained growth across water treatment, recycling and wastewater management, and has identified VA Tech Wabag, Enviro Infra Engineers and Denta Water as key…

The Economic Times

A pail of water may unleash India's ₹20 lakh crore opportunity

India faces a significant water crisis, with demand projected to double supply by 2030, creating a massive ₹20 lakh crore investment opportunity. Rapid urbanization, industrial growth, and AI data centers are fueling this demand. Government initiatives and private sector involvement are expected to drive substantial growth across water infrastructure, purification,…

The Economic Times

India's next stock market headache isn't oil but a bigger storm brewing in the skies

India's stock market faces a new challenge as a severe "Super El Niño" threatens the monsoon, impacting 56% of GDP tied to consumption. This follows a decade-low monsoon start, with rainfall deficits exceeding previous El Niño years. Analysts warn of domestic demand destruction, range-bound markets, and downgrades in consumer sectors,…

The Economic Times

Will Amber Enterprises shares rally in the near term after Oppo deal? Here’s what Nuvama, other brokerages say

Amber Enterprises’ partnership with Oppo has drawn mixed brokerage views, with Nuvama and PL Capital bullish on growth and diversification benefits, while JM Financial remains cautious due to margin pressures and competition. The deal marks Amber’s entry into smartphone manufacturing, with investors closely watching execution and near-term stock movement.

The Economic Times

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Prabhudas Lilladher cuts Nifty target to 26,449, lists 16 high conviction stock picks

Amidst global market turmoil from the Iran-US war and El Nino, Prabhudas Lilladher lowered its Nifty 50 target to 26,449. The brokerage anticipates limited further downside but warns of sharp swings due to prolonged uncertainty. Rising geopolitical risks and import dependence are impacting India's economy, potentially curtailing consumption demand.

The Economic Times

RVNL shares crash 8% in 2 days. Here's why PL Capital sees 36% downside potential

Rail Vikas Nigam (RVNL) shares fell over 3% on Wednesday, extending losses for a second day after reporting a 43% year-on-year decline in Q4 net profit. PL Capital maintained its 'Sell' rating and reduced its target price, citing weak profitability despite modest revenue growth.

The Economic Times

GE Vernova T&D emerges as top BSE Power multibagger with 164% returns; should investors buy now?

GE Vernova T&D India has emerged as the top multibagger in the BSE Power index, with its shares surging 164% over the past year amid strong summer demand and robust earnings. The stock is trading near its 52-week high after the company reported an 89% YoY rise in Q4 net…

The Economic Times

Crude@$100+: The Rs 3 lakh crore power boom you might be missing

The US-Israel-Iran conflict has significantly boosted India's power and energy stocks, with Nifty Energy's market cap rising by Rs 3 lakh crore as Brent crude exceeds $100. Foreign investors are pouring into power generation and transmission, viewing it as a macroeconomic hedge. Companies like Adani Power and BHEL are leading…

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