Jefferies has a buy on Shriram Finance with the target price at Rs 1,220. Analysts said interaction with the management suggests commercial vehicle (CV) demand (including the used ones) stays healthy. The company reiterated 18-20% assets under management (AUM) growth guidance for FY27-28. Cos of finance can fall 80 basis points (bps) and lift spreads by about 20-25bps by FY28. So far, collections have been good. Analysts expect AUM growth to improve to 18% in FY27 as new CV disbursements pick up. Net interest margins should expand and may surprise positively.Macquarie has an underperform rating on Nykaa with the target price at Rs 210. Analysts said Nykaa’s beauty performance upside has been led by stronger growth in beauty brands, particularly the Dot & Key skincare portfolio. They think it will be difficult to drive Nykaa.com third-party brand sales and mirror Dot & Key’s growth playbook with its other owned brands.JP Morgan has a neutral rating on Interglobe Aviation (Indigo) with the target price at Rs 4,630. Analysts remain cautious as they believe the company should continue to face headwinds from fuel and non-fuel costs. There is limited scope to raise yields as domestic air traffic remains tepid and international is also moderating. They also said jet fuel prices had begun to rise in Feb-2026 even before the latest US-Iran conflict started, and non-fuel costs should remain elevated due to continued weakness of the rupee. Domestic air traffic industry growth slowed from 4.4% on the year (YoY) in Jan-26 to nil in Feb-26, while international traffic growth was 6.5%/2% YoY in Jan/Feb 2026. They cut FY26/27 earnings per share (EPS) by 13%/14% to account for higher fuel costs. They expect oil prices to moderate in FY28 leading to a modest EPS cut of 4%.UBS initiated its coverage of Pine Labs with the target price at Rs 250. Analysts said the company is a leading B2B payment platform across large enterprises. It has an enterprise-led annuity base with scalable monetization, and affordability underpins incremental growth and margin expansion. Pine Labs trades at a ~45% discount to Paytm on FY28 (expected) economic value/earnings before interest and taxes (EV/EBIT), which we believe is unjustified given its superior profitability and the challenges of scaling a B2B payments franchise vs B2C mode.Citigroup has initiated a buy rating on Orkla India with the target price at Rs 750. Analysts said the company is a key food & beverages (F&B) player operating across pure and blended spices, convenience packaged food, ready to eat etc. categories under MTR and Eastern brands. It is market leader in spices in Karnataka and Kerala, and has strong presence in Andhra Pradesh and Telangana driven by hyper-local brand building, deep distribution and culturally resonant products. The company’s constructive view is underpinned by strong category tailwinds, market leadership in South India, and effective execution of portfolio expansion and channel diversification. Moreover, analysts expect margin expansion to be driven by favorable product mix and operational efficiencies. Key risks include commodity price volatility, concentration in South India, and competition from regional players.(Disclaimer: Recommendations and views on the stock market, other asset classes or personal finance management tips given by experts are their own. These opinions do not represent the views of The Times of India)
