Morgan Stanley has an equal-weight ranking on SBI with the goal value raised to Rs 1,025. Analysts mentioned the important thing constructive from SBI’s July-Sept (Q2FY26) outcomes was a 5% larger web curiosity earnings (NII) over analysts’ estimates and powerful charges. Its revenue after tax (PAT, pre-exceptional achieve) was 15% above estimates, whereas asset high quality remained sturdy. Analysts raised earnings per share (EPS) estimates by excessive single-digit share factors for FY26 to FY28.Jefferies has a purchase on M&M with the goal value Raised to Rs 4,300. Analysts mentioned the auto main delivered 14th consecutive quarter of double-digit earnings earlier than curiosity, taxes, depreciation and amortisation (EBITDA) development, with Q2FY26 up 23% on the yr (YoY), forward of analysts’ estimates. M&M raised FY26 outlook for tractors and LCVs, and now expects double-digit development throughout segments. Analysts additionally mentioned it has gained market share throughout SUV, tractors and LCVs in recent times. It additionally plans to launch three new SUVs in CY26, and a brand new SUV platform in CY27.HSBC has a purchase on Adani Ports with the goal value raised to Rs 1,700. Analysts mentioned for the corporate Q2FY26 marked one other quarter of continued enchancment in return on capital employed (ROCE) throughout main companies, notably in worldwide ports. Strong underlying demand, market share positive aspects, and abroad growth underpin its 1,000 million metric ton throughput ambition for 2030. The corporate’s strategic pivot to concentrate on ROCE enchancment ought to drive rerating.Citigroup has a purchase ranking on Paytm with the goal value at Rs 1,500. Analysts mentioned the corporate reported sturdy development and market share momentum in credit score on UPI (Rupay & Postpaid) is a tailwind that’s more likely to proceed to assist web fee margins ex-devices. Moreover, system prices (throughout new system capex, refurbishment) have meaningfully declined, enhancing system economics. They mentioned total, Paytm reported a stable beat on EBITDA/EBIT on decrease cloud prices and decrease depreciation & amortisation. They mentioned PayTM’s outlook on development and EBIT margins are sturdy.CLSA has a maintain ranking on Kaynes Know-how with the goal value barely lowered to Rs 6,375 from Rs 6,410 earlier. Analysts mentioned the corporate’s Q2FY26 prime line was largely in line whereas margins had been barely higher. It maintained its FY26/FY28/FY30 income steering, indicating constantly sturdy development. Nonetheless, cashflow conversion remained low, with round Rs 510 crore working capital improve largely as a consequence of receivables, which the corporate expects to enhance going ahead. Whereas analysts are constructive on the corporate on its sturdy development outlook, low free money movement technology might increase dangers of constant fund increase.