CLSA has an outperform ranking on Vedanta with the goal worth at Rs 580. Analysts mentioned that the corporate’s July-Sept quarter (Q2FY26) earnings earlier than curiosity, taxes, depreciation and amortisation (EBIDTA) of Rs 11,400 crore was consistent with consensus. It guided for larger FY26 EBIDTA, pushed by larger commodity costs and operational enchancment. Over the subsequent couple of years ramp-up of growth tasks and backward integration (largely aluminium, energy and zinc) are prone to be the important thing drivers. Debt at dad or mum Vedanta Sources (VRL) is now properly funded, whereas demerger is guided to be full by end-FY26. The end result of the $2 billion bid for Jai Prakash Associates is a key monitorable given it’s a diversified asset.Nomura has a impartial ranking on BEL with the goal worth at Rs 427. Analysts mentioned the corporate reported robust Q2FY26 numbers however wealthy valuations restrict any upside for the inventory. They raised BEL’s FY26 EBITDA and revenue after tax (PAT) estimates by 2% and 1%. In addition they estimated that its PAT would present a compounded annual development charge of 13% between FY25 and FY28. Analysts additionally mentioned BEL’s order guide was strong however warned that giant orders have bigger execution timelines.HSBC has a purchase ranking on Financial institution of Baroda with the goal worth raised to Rs 340. Analysts mentioned throughout Q2FY26, the lender confirmed a broad-based sequential mortgage development, internet curiosity margin (NIM) growth and asset high quality efficiency have been key positives. Incrementally, its working efficiency will seemingly stay wholesome with an upside danger from higher asset high quality. In addition they raised FY26-FY28 earnings per share (EPS) estimates by 5-7%.Jefferies has a purchase ranking on BPCL with the goal worth at Rs 430. Analysts mentioned that in Q2FY26 the corporate reported robust EBITDA due to robust refining & advertising and marketing stock positive factors. In addition they mentioned that the govt.’s compensation for LPG losses will increase earnings over the subsequent few quarters. Nonetheless, they mentioned advertising and marketing profitability has weakened considerably in Q3, and stock losses are seemingly. Additionally that giant capex in refining and petchem would drag return on capital employed (RoCE). Analysts mentioned BPCL’s earnings outlook was robust on vary certain crude given OPEC provide.Citigroup has a purchase ranking on GAIL with the goal worth at Rs 215. Analysts mentioned GAIL’s Q2FY26 EBITDA at Rs 3,200 crore was forward of estimate, aided by robust fuel buying and selling efficiency, with fuel transmission volumes additionally exhibiting modest restoration. Petchem efficiency, nevertheless, remained subdued, they mentioned. The administration reiterated its steerage for fuel buying and selling profitability, lowered its steerage for fuel transmission volumes and stays assured on their tariff hike expectations. Analysts have been inspired by the granularity offered on fuel buying and selling, which ought to increase investor consolation, and likewise from upcoming commissioning of recent pipelines, which ought to help quantity development even when all else stayed equal.(Disclaimer: Suggestions and views on the inventory market, different asset courses or private finance administration suggestions given by specialists are their very own. These opinions don’t symbolize the views of The Occasions of India)