Citigroup has a purchase on Nuvoco Vistas with the goal value at Rs 475. Analysts mentioned that the corporate has introduced plans so as to add 4 million tonne/annum (MTPA) cement grinding capability in East at a minimal capex of Rs 200 crore, largely by way of debottlenecking. Along with the continued restart of acquired Vadraj property, this might take the corporate’s whole capability to 35MTPA. Cement value hikes have helped elevate Nuvoco’s earnings. The corporate additionally seems to be specializing in volumes and certain gained market share in April-June quarter (Q1FY26). Channel checks point out that costs have largely sustained at 1Q exit ranges by way of Jul-Aug. Slowing tempo of capability addition within the East/Central possible counsel restricted medium time period pricing stress, which ought to assist Nuvoco’s stability sheet and funding of the Vadraj acquisition.Motilal Oswal Securities upgraded Phoenix Mills to purchase with the goal value at Rs 2,044. Analysts mentioned commissioning of latest malls to drive development past FY27. They estimated 21% compounded annual development fee (CAGR) in retail rental earnings over FY25-27 to achieve Rs 2,800 crore by FY27, whereas workplace portfolio would surge by about thrice and the lodge phase to profit from robust momentum.HSBC has a purchase advice on Bharti Airtel with the goal value at Rs 2,200. Analysts mentioned the corporate’s development levers are intact with rising cell common income per consumer (ARPU), increasing dwelling broadband subscribers, rising free money circulate and development in dividends.CLSA has an outperform score on Bajaj Finance with the goal value at Rs 1,150. Analysts mentioned that the corporate’s AI-led initiatives stay a key focus, with 100 use circumstances to be deployed in FY26. These will assist improve operational effectivity, enhance cross-selling income and are anticipated to decrease the cost-to-income ratio. In addition they mentioned that the impression of repo fee cuts has began flowing by way of, and administration expects 10 foundation factors internet curiosity margin (NIM) enlargement over the 12 months from present ranges. Within the SME financing phase, the corporate has began trimming development to curtail any asset high quality points.Nuvama has a purchase score on Asian Paints with the goal value at Rs 2,935. Analysts mentioned that the corporate’s precedence is to guard market share with 18–20% EBITDA margin within the medium-to-long time period. Demand for its merchandise is stabilising and a gradual revival is probably going. The corporate is witnessing robust rural demand whereas its city markets are exhibiting regular indicators of restoration. In addition they mentioned that Asian Paints’ competitors is rationalising. Uncooked materials prices are benign and prone to keep steady by way of FY26. The corporate’s industrial enterprise stays robust with 8.8% annual development in Q1FY26.Disclaimer: The opinions, analyses and suggestions expressed herein are these of brokerage and don’t mirror the views of The Occasions of India. At all times seek the advice of with a certified funding advisor or monetary planner earlier than making any funding choices.