Jefferies has a purchase ranking on Asian Paints with the goal worth raised to Rs 3,300. Analysts mentioned the home quantity progress of Damp Defence (a waterproofing resolution) together with share positive factors have been key highlights from the corporate’s July-Sept quarterly (Q2FY26) numbers, led by investments in manufacturers, innovation, and regional activations. Apparently, this was coupled with sensible margin enlargement, they mentioned. Analysts mentioned the competitors within the phase stays intense, however paints is a enterprise of long run relationships.Morgan Stanley has an chubby ranking on Tata Metal with the goal worth at Rs 200. Analysts mentioned standalone earnings earlier than curiosity, taxes, depreciation and amortisation (EBITDA) was above estimates, led by good price management. Consolidated EBITDA and revenue after tax (PAT) have been additionally forward of estimates. They identified that the corporate’s web debt rose within the quarter, partly on account of opposed overseas change affect. The corporate additionally achieved 94% of deliberate financial savings within the first half of Fy26.Nomura has a purchase ranking on Hindustan Aeronautics with the goal worth at Rs 6,100. Analysts mentioned the corporate had a combined quarter throughout which executions have been above estimates however margins have been decrease. Additionally they identified the corporate reported an in-line PAT as greater different earnings offset operational miss. The corporate additionally has left its FY26E margin steering intact.HSBC has a cut back ranking on Honasa Client (Mamaearth) with the goal worth at Rs 264. Analysts mentioned throughout Q2FY26 Mamaearth’s progress turned constructive whereas rising manufacturers’ progress have been steady at 20% on the 12 months. The corporate’s income progress was comparable, adjusted for reporting change. They raised PAT estimates for fiscal 2027 by 6% and by 5% for fiscal 2028.Elara Capital has a purchase on Balrampur Chini Mills with the goal worth barely lower to Rs 584 from Rs 602 earlier. Analysts mentioned the corporate reported sturdy numbers in Q2FY26, led by sturdy sugar and distillery volumes. They mentioned near-term margins impacted by greater SAP and ethanol delay. Analysts additionally mentioned that for the corporate FY27 is predicted to be a transition 12 months earlier than restoration from FY28. Analysts additionally mentioned the corporate’s numbers have been constructive on Polylactic Acid (PLA), a biodegradable plastic derived from sugarcane, that led to margin positive factors and stable steadiness sheet.Disclaimer: The opinions, analyses and proposals expressed herein are these of brokerage and don’t replicate 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 selections.