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The Latest Breaking News from Nuvama Institutional Equities

India's cyclical recovery faces risks; oil supply shock, AI capex may hit corporate margins from Q2FY27: Report

India’s economic recovery faces growing risks from the oil supply shock, fading domestic stimulus and slowing AI investment, Nuvama Institutional Equities said. The brokerage expects pressure on corporate margins to emerge from Q2FY27, with small- and mid-cap companies and cyclical sectors particularly exposed.

The Economic Times

Explained: How BSE traded fewer contracts after CAS but premiums rose 75% in first week

BSE’s derivatives activity fell sharply in the first week of the Closing Auction Session, but higher premiums more than offset the decline in contracts. Premium per contract surged 74.8%, lifting average daily premium turnover 21.3% and pushing BSE’s market share to 37.1%, according to Nuvama Institutional Equities.

The Economic Times

Nuvama initiates coverage on KPR Mill and 2 other textile stocks, sees up to 35% upside. Here's why

Nuvama Institutional Equities has initiated coverage on KPR Mill, Indo Count Industries and Sanathan Textiles with 'Buy' ratings, citing the global shift in textile sourcing away from China. The brokerage expects Indian textile exporters to benefit from supply chain realignment, supported by capacity expansion, policy tailwinds and improving trade access.

The Economic Times

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Nuvama initiates coverage on SG Mart, Siemens Energy India with Buy; sees up to 21% upside

Nuvama Institutional Equities has initiated coverage on SG Mart and Siemens Energy India with ‘Buy’ ratings, citing strong earnings growth, improving profitability and favourable industry trends. The brokerage has set target prices of Rs 777 and Rs 4,200, implying upside potential of about 18% and 21%, respectively, from current levels.

The Economic Times

Nuvama initiates Buy call on Vedanta Aluminium shares, expects profitability to exceed historical average. Here's why

Nuvama Institutional Equities and Motilal Oswal Financial Services have initiated coverage on Vedanta Aluminium with 'Buy' ratings and target prices of Rs 540, citing strong earnings growth, cost reduction initiatives, firm aluminium prices and robust cash flow generation as key drivers.

The Economic Times

Nifty indices rejig goes live today: Which stocks will see biggest inflows and outflows?

The NSE’s quarterly index rebalancing takes effect today, triggering significant passive fund flows across Indian equities due to changes in free-float weights. While the Nifty 50 sees limited adjustments, broader strategic indices are witnessing sharper reshuffling.

The Economic Times

Vedanta Aluminium set for largecap upgrade in H2 CY26; power, oil & gas arms may turn smallcaps

Vedanta Aluminium is likely to be upgraded to the large-cap category in AMFI’s H2 CY26 semi-annual reshuffle, while Vedanta Power, Oil & Gas, and Iron & Steel may be classified as smallcaps after the demerger, according to Nuvama Institutional Equities. AMFI may also revise market-cap cut-offs, raising the large-cap threshold…

The Economic Times

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