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The Latest Breaking News from Elara Capital

ETMarkets Smart Talk | Don't dismiss 7.8% GDP growth as a statistical upgrade; the acceleration is real: Garima Kapoor

According to Garima Kapoor, Deputy Head of Research and Economist at Elara Capital, it would be wrong to dismiss the growth number as merely a statistical upgrade.

The Economic Times

From IPO mockery to Rs 1 lakh crore m-cap: Why investors are still betting on Lenskart’s vision

Lenskart’s IPO valuation drew sharp criticism from investors, with its 230x P/E and 10.5x sales multiples sparking comparisons with expensive listings such as Mamaearth, Paytm and Nykaa. Retail investors mocked the Rs 70,000-crore valuation on social media, questioning whether the eyewear company offered enough upside. Less than a year later,…

The Economic Times

Oil India shares jump over 5%. What made Emkay upgrade the stock after Q1 results

Oil India shares jumped over 5% after strong Q1FY27 results prompted Emkay Global to upgrade the stock to ‘Buy’. The brokerage cited attractive valuations, higher crude production and improving gas evacuation prospects. Elara Capital also retained its ‘Buy’ rating, while Nomura and Motilal Oswal maintained neutral views on the stock.

The Economic Times

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Adani Green Energy shares can rally up to 23%. Why Axis Capital, Elara initiated coverage

Brokerages Axis Capital and Elara Capital initiated coverage on Adani Green Energy, citing its ambitious plan to expand renewable energy capacity to 50 GW and strong long-term growth prospects. The firms see up to 23% upside, backed by robust capacity additions, improving cash flows and India's accelerating clean energy transition.

The Economic Times

FMCG price hikes could rewrite India’s inflation story: Report

Consumer goods companies' planned price hikes could pressure inflation despite the RBI's outlook. Elara Capital expects the Reserve Bank of India to maintain interest rates through 2026. A potential rate hike is possible in early 2027 if inflation pressures intensify. The central bank may overlook El Nino-led food inflation unless…

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

Goldman Sachs initiates coverage on Sansera Engineering, 3 other auto ancillary stocks with upside of up to 28%. Here’s why

Goldman Sachs has initiated coverage on four Indian auto ancillary companies, turning bullish on Sansera Engineering and Craftsman Automation while assigning Neutral ratings to Bharat Forge and Samvardhana Motherson. The brokerage believes a shift towards precision engineering, aerospace, defence, semiconductors and EV-related opportunities will drive long-term growth and improve margins.

The Economic Times

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Nearly 60% of foreign inflows into India-focused funds withdrawn since 2024 peak: Report

Foreign investors have withdrawn nearly sixty percent of funds from India-focused equity. This capital shift is driven by global artificial intelligence investment opportunities and momentum. Investors pulled nine billion dollars from India funds in calendar year twenty twenty six. Gold funds saw a modest inflow after significant outflows, while US…

The Economic Times

IndiGo shares gain 2% after analyst meet. Why Goldman, Morgan Stanley, others see up to 38% upside?

IndiGo shares witnessed an uptick on Tuesday after its analyst meet, where management outlined strong long-term growth plans driven by rising air travel demand and international expansion. Brokerages including Goldman Sachs, Morgan Stanley, Motilal Oswal and Elara Capital reiterated bullish views, seeing up to 38% upside despite near-term geopolitical and…

The Economic Times

Power entering a 10-year supercycle? Elara Capital's Rupesh D Sankhe reveals the best stocks to own

India's power sector is set for a major boom. Demand is expected to surge by 5% to 6% annually for the next decade. This growth is fueled by increased home appliance use, industries switching to grid power, and new demand from electric vehicles and data centers. Massive capacity expansion is…

The Economic Times

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

Your Swiggy, Zomato orders may get costlier as fuel prices rise

Fuel price hikes may impact food delivery and quick commerce firms Eternal and Swiggy. Elara Capital reports a manageable near-term cost pressure. Gig workers might seek higher payouts. The impact on earnings is expected to stay under control. Companies may share the burden through customer charges, absorption, and delivery partner…

The Economic Times

Delhivery shares tumble 5% after Q4 results. Why Nuvama, Elara & other brokerages remain bullish

Delhivery shares: The company posted a marginal 0.2% YoY decline in Q4 FY26 net profit to Rs 72.4 crore. Despite the slight dip in profit, brokerages including Nuvama and Elara Capital maintained ‘Buy’ ratings, supported by strong operational performance.

The Economic Times

PVR Inox shares slide 6% in two days despite strong Q4 earnings. Do Motilal Oswal, Nuvama see any upside?

PVR INOX shares dipped despite a return to profitability in the March quarter, reporting a net profit of Rs 187 crore. Strong performance from blockbuster films supported earnings recovery, with revenue rising 26% year-on-year. Analysts remain divided, with some maintaining 'Buy' ratings and others a 'Neutral' stance, citing content pipeline…

The Economic Times

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The Economic Times

IHCL shares in focus after Q4 results; firm highlights Iran-US war impact. Here’s what Morgan Stanley, other brokerages say

The Indian Hotels Company Limited (IHCL) reported a 15% year-on-year rise in net profit to Rs 600 crore for Q4 FY26, despite a 36% sequential decline. Revenue also saw a year-on-year increase but a sequential dip. The company acknowledged the impact of the Iran-US war on its operations, particularly in…

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.

Al Jazeera

India election: Why Modi’s narrow win sent the stock market tumbling

Indian shares suffered their biggest drop since 2020 after the Bharatiya Janata Party lost its parliamentary majority.

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

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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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