Motilal Oswal Financial Services has recommended a purchase on page industries with a target price of Rs 57,500. Analysts said that the company showed a strong amount of increase with strong margin expansion during the Jan-March quarters.Analysts have made a model of an Ebidta margin guidance at the high end of the 19% -21% range for FY 26. They feel that there is still the opposite risk due to strong gross margin recovery. In addition, they also feel the initiation of the company for inventory optimization through ARS systems, new product launch, capacity expansion and digitization initiative, will support development.BNP Paribas has an outparform rating for Bharti Airtel with a target price of Rs 2,000. Analysts said Airtel reported a strong number for the period of mass marches along with its India’s mobile revenue, Ebitda and operating cash flow. The results were largely in-line, except for the favorable extraordinary. Airtel doubled its dividend YY, and with further strong cash production, we see scope to move forward.While the overall capex is set for a decline, Airtel wants to invest in high-development areas such as broadband, enterprise and digital, reducing subsidy in low-development DTH business.Elara Securities India has a purchase rating on REC with a target price of Rs 650, but has reduced EPS estimates. Analysts stated that it was on a low growth back during recent months. He said that REC’s growth run-rate has slowed down on a high asset base and recovery. Healthy NIMs continue to help in earning. The company is now a stable compound with long -term development.ICICI securities have Rs 3,700 with a target price on Adco Nobel. Analysts feel that Akazo Nobel’s premium/luxury positioning has won market share for the third year. While the FY25 contracted paint industry and the Birla Ops also captured a low-day single market share in FY25, AKZO performed well with market share in all four quarters of FY25. AKZO has made healthy investments in product discrimination and distribution, but believes that the main reason for market share profit is premium/ luxury status.In his view, high trade discounts/schemes offer are likely to flow to conscious consumers about the price. They also believe that Akzo Nobel is in a better position to maintain his margin than his peers.Emkay Global Financial Services have rated an ad on Jubilant Foodwork with a target price of Rs 775. Analysts said the company’s public performance was in-line with their estimates. The company continued to perform better in the public march quarters, helping the company-specific initiative in terms of free/sharp delivery, new innovations and organizational reorganization, as comprehensive demand is weak.With the launch of the anniversary of Big-Big-Pija and delivery discounts, the size of the bill is back to increase the current quarter and should help distribute the mid-mentor growth in FY 26.Disclaimer: The opinion, analysis and recommendations expressed here are of brokerage and do not reflect the views of the Times of India. Always consult a qualified investment advisor or financial planner before taking any investment decision.
