Indian Hotels: UBS maintains a Buy on Indian Hotels Company Limited with a Target Price of ₹900, citing resilient domestic travel demand, strong execution, a robust FY27 pipeline of 60 hotel openings (5,000 keys), management fee growth, new business traction, and potential earnings upside driven by 5–7% non-like-for-like growth and ARR expansion.

Suzlon Energy: UBS maintains a Buy on Suzlon Energy with a Target Price of ₹72, citing its strategic shift to an asset-light integrated renewable energy platform targeting 40% wind installed-base share in five years, leveraging solar manufacturing partnerships, and using an EPC/DevCo model to improve project predictability, control, and risk management.

Lenskart: UBS initiates Buy on Lenskart with a Target Price of ₹730, citing its tech-enabled vertically integrated model, disruptive value-for-money eyewear offering at nearly half peers’ prices, dominant leadership with India business ~6x Titan’s size, strong 69% gross margin and 11% pre-Ind-AS EBITDA margin, and expected EPS CAGR of 44% over FY26–31 driven by scale-led earnings expansion.

Dr. Reddy's Lab: Nomura maintains a Buy on Dr. Reddy's Laboratories with a Target Price of ₹1,600, citing the positive surprise launch of gBosulif (Bosutinib 400mg) in the US with 180-day exclusivity via MSN partnership, targeting a USD214mn market and expected FY26 revenue contribution of USD25–30mn despite 30–40% price erosion.

HDFC Bank: Nomura maintains a Buy on HDFC Bank with a Target Price of ₹950, citing that concerns around weak deposit growth, high CD ratio, low LCR and reliance on wholesale funding are interconnected and could be materially eased by the RBI’s FCNR(B) scheme, with HDFC Bank potentially capturing 15% of inflows (~3% of its deposit base).

GMR Airports: Jefferies maintains a Buy on GMR Airports with a Target Price of ₹125, citing growth driven by aero, non-aero and real estate businesses, Delhi airport’s hub ambitions with rising transfer traffic, mid-teen non-aero growth, asset-light consumer platform strategy, improving free cash flow, falling leverage, and potential upside from land monetisation.

InterGlobe Aviation: Jefferies maintains a Buy on InterGlobe Aviation with a Target Price of ₹5,380, citing a pricing-over-capacity strategy amid cost inflation, strong long-term aviation growth tailwinds, cost optimization, fleet expansion, increased forex hedging, international growth via new aircraft and routes, and expansion of its geographic and customer footprint.

LIC Housing Finance: JPMorgan maintains a Neutral on LIC Housing Finance with a Target Price of ₹590, citing ambitious 10–12% loan growth and ₹780bn disbursement targets, value-dilutive channel-partner-led growth, pressure on yields from prime mortgage competition, mixed execution on prior guidance, and Q1FY27 disbursements as the key near-term re-rating catalyst.

Adani Ports: Nomura maintains a Buy on Adani Ports and Special Economic Zone with a Target Price of ₹2,080, citing strong industry tailwinds, management’s confidence in 19% revenue and 18% EBITDA CAGR over FY26–31, higher FY27–28 EBITDA estimates, and an expected 19% EBITDA CAGR over FY26–29.

Embassy Developments: Co. Chooses Leighton Asia As Construction Partner For Embassy Citadel Project In Mumbai, Contract Exceeds ₹850 Cr, Estimated GDV Around ₹8,800 Cr.

Smartworks: Company Expands Singapore Space Over 50,000 Sq. Ft. By Adding 15,000+ Sq. Ft. At Manulife Tower

Steel Exchange India: APCRDA Gives Green Light for Simhadri TMT Bars in Amaravati City Construction.

Bansal Wire Industries: Company Obtains Trial Order for Steel Tyre Cord from Major Tyre Producer.

NLC India: Named Preferred Bidder For Govindpur Vanadium, Titanium, And Aluminous Laterite Block In Telangana.

Ceinsys Tech: Secures ₹30.06 Crore Global Orders From T Second Inc, USA For AI And Enterprise Tech Solutions

Reliance Industries: Jio Platforms Ranks Among Global Top 20 In WIPO Patents, Only Indian Tech Innovator In The List.

Oswal Pumps: Company Secures 3 LOAs From NBPDCL And SBPDCL For 63 MW Rooftop Solar Projects, Worth Around Rs. 247 Crores, With Potential Rs. 257 Crores Revenue Over 10 Years.