Ola Electric priced its QIP at Rs 35.86 per share, allotting 21.8 crore shares to institutional investors including Mirae Asset, Motilal Oswal and JM Financial. Proceeds will shore up the balance sheet and fund manufacturing scale-up to 6 GWh by FY27, against a Q4 net loss of Rs 500 crore on Rs 265 crore revenue.

NDTV Profit · 6/4/2026, 5:12:24 PM

In its Q4 FY26 India strategy note, Motilal Oswal flags consumer discretionary and new-age platforms as preferred bets, naming Titan, Eternal (Zomato parent), Lenskart, Indian Hotels, Radico Khaitan and Delhivery as top ideas. Broader market sees just 5% EPS growth in FY26 against a 16%+ CAGR over FY20-25.

NDTV Profit · 6/2/2026, 4:11:11 AM

Ola Electric launched a QIP on June 1 with floor price Rs 37.74 and indicative Rs 35.86 (9.3% discount to Rs 39.53 close), pricing June 4, allotment June 8 with 60-day lockup. Q4FY26 revenue fell 56% YoY to Rs 265 cr but the company turned operating cash flow positive for the first time. Guides Q1FY27 revenue Rs 500-550 cr on 40-45k orders.

NDTV Profit · 6/1/2026, 2:29:50 PM

Quick commerce player Zepto plans to publicly file its DRHP in early June, targeting up to $1 billion in a fresh-plus-secondary issue at a $7 billion valuation. Roadshows begin next month with a possible July launch, following SEBI observations on May 10 after its December confidential filing.

The Hindu BusinessLine · 5/25/2026, 11:40:34 AM

LG Electronics India shares hit Rs 1,542.40, up 35.3% from the Rs 1,140 IPO price. Q4 FY26 revenue rose 8% YoY to Rs 8,050 cr, but EBITDA fell 10% to Rs 950 cr (margin 11.7%). Nomura, MOFSL, JM, Nuvama and Elara stay constructive with TPs of Rs 1,730–1,820, citing Sri City expansion, in-house compressors by Q3 FY27 and Rs 5,000 cr capex.

Business Today · Latest · 5/25/2026, 8:20:32 AM

Excise-driven cigarette price hikes squeezed near-term EBIT, with net cigarette sales down 22% even as gross rose 30% YoY. MOFSL, Axis Direct, Nuvama and Elara stay on the sidelines, citing delayed FMCG and Paper recovery. Stock at Rs 302.65, down 1.74% intraday.

Business Today · Latest · 5/22/2026, 9:59:10 AM

ITC stock fell to ₹304.50 after GST on cigarettes jumped from 28% to 40% of retail price. FMCG arm impressed with 15% revenue growth and 200bps EBIT margin expansion to 8.3%, while cigarette EBIT beat consensus by 15%. But brokerages model FY27 cigarette volumes down 8% and EBIT down 17%, with target prices spanning ₹290-394.

The Hindu BusinessLine · 5/22/2026, 6:41:08 AM

Delivery momentum holds but dine-in weakness, commodity, LPG and labor costs squeeze margins. Broker pegs FY26-28 revenue CAGR at 13% with Ebitda margin band of 12.5-13.0% and LFL growth of 5-7%, valuing India at 25x and international at 10x EV/Ebitda.

NDTV Profit · 5/21/2026, 5:52:19 AM

Brokerage raises FY27E/FY28E estimates—revenue +5%/6%, Ebitda +15%/10%, PAT +12%/7%—citing omnichannel scale, backward integration and house-of-brands play. Models 25% revenue, 42% Ebitda and 44% PAT CAGR over FY26-28E, valuing the stock at 55x FY28E Ebitda.

NDTV Profit · 5/21/2026, 4:33:13 AM

Tier 2+ town traction and margin expansion prompt Jefferies (TP Rs 600) and Morgan Stanley (TP Rs 576) to turn constructive. Management guides for 25% annual volume growth and a 25% steady-state EBITDA margin, though near-term profit drop trimmed early 6% share gains.

NDTV Profit · 5/21/2026, 4:31:04 AM

Brokerage reiterates Buy with Rs 2,250 target on Safari Industries, citing Urban Jungle premium push, Jaipur capacity ramp, new SKUs, and 4-5 EBO additions per month. Valuation pegged at 45x FY28 P/E. Rising competitive intensity from VIP, Samsonite, and D2C entrants remains the key overhang.

NDTV Profit · 5/20/2026, 7:22:07 AM

Post Q4, Motilal Oswal reiterates Buy on Zydus Wellness, citing core portfolio stability plus RiteBite and Comfort Click acquisitions. Brokerage models 26% consolidated revenue CAGR and 37% Ebitda CAGR over FY26-28E, valuing the stock at 23x FY27 and 18x FY28 EV/Ebitda.

NDTV Profit · 5/19/2026, 3:15:26 AM

Delhivery posted a strong Q4 FY26 print, powered by consumption-led volume growth, Ecom Express integration synergies, and market share gains. Motilal Oswal stays bullish, modeling 13% revenue and 33% Ebitda CAGR over FY26-28 and a revised target price of Rs 580.

NDTV Profit · 5/18/2026, 2:54:06 AM