BNP Paribas India has retained its outperform ranking on Dixon Applied scienceswith the goal value at 17,910. Analysts mentioned the corporate delivered a outstanding FY25 with revenues greater than doubling whereas sustaining balance-sheet energy, excessive fixed-asset turnover, excessive return on fairness and robust working money move technology.Whereas Dixon continues to inch in the direction of capturing a big a part of the home mobile-phone whole addressable market and the larger export alternative, it’s evaluating partnerships for non-semiconductor parts, aside from show manufacturing They count on such forays to make sure buyer stickiness and enhance the corporate’s margin profile, offsetting the impression of the discontinuation of the cellular PLI scheme by the government.Elara Securities India has an accumulate ranking on Bharat Electronics with the value at Rs 400. Analysts mentioned the corporate shocked on the constructive in FY25, reaching the very best margins in its historical past. Its merchandise additionally demonstrated confirmed capabilities through the current India-Pakistan battle, leading to export inquiries. Analysts raised the goal value as a result of battle-proven product portfolio, sturdy order visibility that was additional bolstered by export alternatives, together with potential for shock on margin on the upside.Emkay World Monetary Providers has upgraded Hindalcoto scale back from promote, and raised the goal value to Rs 650 from Rs 600 earlier. Analysts mentioned with main issues largely priced in and a structurally constructive outlook on LME aluminium, a promote ranking was not warranted. The corporate posted a robust This autumn with enterprise EBITDA of Rs 9,770 crore, which was above estimates. It was pushed by strong aluminium upstream efficiency on decrease enter prices and higher realization.Hindalco’s sturdy Jan-March numbers and improved price outlook, supported by captive coal and decrease alumina prices, strengthened its upstream EBITDA-per-tonne progress potential.ICICI Securitieshas an add ranking on ICICI Securities with the goal value at Rs 5,450. Analysts mentioned Pfizer’s Jan-March outperformance was pushed by a robust beat in EBITDA margins. They mentioned its income progress for the quarter was probably pushed by key manufacturers resembling Prevenar-13, Becosules, Minipress-XL and Mucaine. In Feb’25, Pfizer had out-licensed key CNS manufacturers Ativan and Pacitane for 5 years to Mylan, which can even have helped Pfizer trim its overhead price through the quarter.Apart from, sale of its Thane land to Zoetis Pharma is anticipated to additional enhance its money stability.Motilal Oswal Monetary Providers has a impartial ranking on Siemenswith the goal value at Rs 3,200. The corporate in its analyst assembly highlighted its continued concentrate on enhancing margins as volumes enhance throughout segments. Analysts mentioned the corporate’s good infrastructure is benefiting from improved demand and the digital industries section appears to be bottoming out by way of demand weak point. Its mobility section volumes will enhance as locomotive supply commences after a couple of quarters.The corporate intends to extend the share of exports in each good infrastructure and mobility.Disclaimer: The opinions, analyses and proposals expressed herein are these of brokerage and don’t replicate the views of The Instances of India. All the time seek the advice of with a certified funding advisor or monetary planner earlier than making any funding selections.