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The Latest Breaking News from ELARA

AI trade gets crowded as India stages a comeback: What fund flows reveal

As global investors crowd into AI-linked markets in South Korea and Taiwan, India is re-emerging as an anti-AI portfolio diversifier. Moderating long-only fund redemptions, $3.6 billion in recent foreign inflows, strong domestic SIP contributions, and potential $25 billion reallocation from underweight EM funds are supporting Indian equities' relative resilience.

The Economic Times

Navin Fluorine shares surge 8% after Q1 profit more than doubles. Should you buy, sell or hold?

Navin Fluorine shares surged nearly 8% after the company posted a strong Q1FY27 performance, with profit more than doubling and revenue rising 44% YoY. Elara Securities retained its 'Buy' rating and Rs 9,158 target, citing robust growth in refrigerants, specialty chemicals and CDMO, along with a strong expansion pipeline that…

The Economic Times

Bharat Electronics shares fall over 3% after Q1 results. Here's what Nomura, Motilal Oswal and other brokerages say

Bharat Electronics (BEL) shares fell 3.5% after the defence PSU reported mixed Q1FY27 results, with profit rising 9% year-on-year but declining sharply on a sequential basis. Despite the earnings miss, brokerages remained constructive. Motilal Oswal, Elara Capital and Dolat Capital reiterated positive ratings, while Nomura maintained a Neutral stance, citing…

The Economic Times

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Which stocks did Ashish Kacholia, Mukul Agrawal, other ace investors sell in Q1?

Ace investors Ashish Kacholia, Mukul Agrawal, Dolly Khanna and Madhusudan Kela pared stakes in select smallcap stocks during Q1 FY27, booking profits after a strong market rally and pruning weaker holdings. Even as analysts remain selectively bullish on fundamentally strong small and midcap names, they caution that elevated valuations leave…

The Economic Times

FIIs will return to India, but these 5 reasons will keep them at bay for some time

FII selling has remained a key headwind for Indian equities since 2024, with foreign investors pulling out $32 billion amid the Middle East conflict. While recent inflows have provided some relief, Elara Securities believes a sustained, broad-based return of overseas capital is still some way off.

The Economic Times

Persistent Systems shares slide 10% after Nagarro deal; Elara retains 'Sell' on growth, margin worries

Persistent Systems' shares dropped significantly following its announcement to acquire German digital engineering firm Nagarro for approximately EUR 1.27 billion. While this move aims to boost European presence and revenue, analysts express concerns about near-term growth and profitability impacts due to the premium acquisition price and Nagarro's weaker financial performance.…

The Economic Times

India's telecom ARPU to grow 7% CAGR through FY29; narrowing tariff gap with global markets: Report

India's telecom sector is set for a multi-year growth phase. Average Revenue Per User (ARPU) is projected to grow at 7% annually from FY26 to FY29. This growth will reduce India's tariff gap with global markets. The sector is poised for stronger cash flows and improved returns.

The Economic Times

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Lenskart to become eyewear industry's Tanishq? Elara makes big prediction

Elara Capital initiated coverage on Lenskart with a Buy rating and a target price of Rs 615, implying a 22% upside. The brokerage called the eyewear company a structural compounder with a strong competitive moat and a differentiated full-stack business model. Analysts believe Lenskart is well placed to replicate the…

The Economic Times

Eicher Motors shares rally 5% after Q4 results. What Goldman Sachs, Morgan Stanley, others are saying

Eicher Motors shares surged following robust March quarter results. The Royal Enfield maker reported a 12% profit jump and 16% revenue growth. Analysts remain divided, with some recommending a buy and others a reduce. Capacity expansion is on track, but commodity costs and export uncertainties are noted.

The Economic Times

Kaynes Technology shares tumble 25% in 3 days after weak Q4; Elara cuts rating to ‘Accumulate’

Kaynes Technology India shares tumbled nearly 25% in three days following a weaker-than-expected Q4 performance and a downgrade by Elara Securities. The company missed key FY26 guidance metrics, including revenue and operating cash flow. While FY27 growth targets were lowered, the firm anticipates future revenue contributions from its OSAT plant.

The Economic Times

Should petrol, diesel prices go up by Rs 25 per litre? Oil companies are staring at Rs 1,380 crore daily loss

Indian fuel retailers are facing steep under-recoveries despite a recent Rs 3 hike, with analysts estimating losses of Rs 25/litre and daily hits of Rs 1,380 crore for Indian Oil Corporation (IOCL), Bharat Petroleum (BPCL) and Hindustan Petroleum (HPCL). Brokerages including Nomura and Elara Capital warn further fuel price hikes…

The Economic Times

US Fed likely to hold rates through 2026 as inflation risks overshadow labour market weakness: Report

The US Federal Reserve is likely to drop its easing bias at the next FOMC meeting and shift toward a tightening stance through 2026, with a 20% chance of a 25 bps hike in December if the Strait of Hormuz remained closed and energy prices spiked further, Elara Securities said…

The Economic Times

Shree Cement shares jump 4% even as Q4 profit drops 8%. Why Nomura, Elara, other brokerages remain bullish

Shree Cement shares rose nearly 4% despite an 8% dip in Q4 FY26 net profit to Rs 526 crore. Revenue, however, climbed 10% to Rs 6,1010 crore, with sales volumes showing significant year-on-year and quarter-on-quarter growth. Brokerages remain bullish, citing strong volume growth and dividend payouts.

The Economic Times

The Sphere Isn't the Only Venue with New Massive LED Displays in Las Vegas

The Elara Las Vegas upgrades pylon signage with new SNA Displays LED video technology.

AVNetwork

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The Guardian - UK

Jo Johnson resigns as director of firm linked to Adani allegations

Former UK PM’s brother quits board of Elara Capital days after it was accused of using funds to manipulate share prices

Fortune

Boris Johnson's younger brother just resigned from an Adani-linked investment bank after a $100 billion stock rout amid claims of a shady offshore account

"I have consistently received assurances from Elara Capital that it is compliant with its legal obligations and in good standing with regulatory bodies."

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