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The Latest Breaking News from Nomura

Nomura names M&M, Hyundai, Ather Energy as top picks after June auto sales; says EV penetration at inflection point

Nomura remains positive on India's automobile sector after strong June sales, saying electric vehicle adoption has reached an inflection point. The brokerage expects continued momentum driven by new launches and improving charging infrastructure, while naming Mahindra & Mahindra, Hyundai Motor India, Ather Energy and Sona BLW among its top picks.

The Economic Times

Hitachi Energy, GE Vernova, Siemens rise up to 6% as Nomura calls recent correction an ‘overreaction’. 4 reasons why

Indian electrical equipment stocks rebounded, gaining up to 6% after global brokerage Nomura labelled the recent sell-off an "overreaction." Nomura highlighted that Chinese firms, granted a two-year tender exemption, historically secured minimal market share. They also noted capacity constraints among these firms, suggesting the exemption is a temporary measure, not…

The Economic Times

Reliance market value now equals India's top five IT companies combined

A sharp selloff in Indian IT stocks has reduced the combined market capitalisation of the top five IT firms to nearly match Reliance Industries at around ₹18 lakh crore. AI disruption fears, weak technology spending and macro uncertainty continue to pressure the sector.

The Economic Times

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AI chip demand stays strong, but component shortages emerge as next challenge: Nomura

The artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of critical components needed to build AI infrastructure, according to a Nomura Report, which said supply constraints across the hardware ecosystem are likely to intensify through 2027…

The Economic Times

Infosys, TCS and other IT stocks jump up to 5% on dip buying. Is the worst over?

IT stocks rebounded sharply on Thursday, with the Nifty IT index surging nearly 4% after a four-session slide that pushed it to a 52-week low. Coforge led gains with a 5% jump, while Infosys, Mphasis, HCL Tech and Persistent Systems rose around 4%. The recovery lifted sentiment after the sector…

The Economic Times

Bharti Airtel shares in focus as NBFC Airtel Money commences commercial operations after RBI nod

Bharti Airtel shares will be in focus after its NBFC arm, Airtel Money, commenced commercial operations following RBI approval. The development comes as Nomura reaffirmed its bullish stance on the telecom major, raising its target price to Rs 2,355 per share. Despite a 34% drop in Q4 profit, Airtel reported…

The Economic Times

Nomura expects IT firms to see 'anaemic' growth in FY27. Here are latest target prices for Infosys, TCS, and others

Nomura expects subdued near-term growth for Indian IT companies as macro uncertainty and weak tech spending weigh on demand ahead of Q1 earnings. However, it sees long-term opportunities emerging from AI-driven changes, with IT firms potentially expanding their addressable market as enterprises increasingly rely on system integrators in hybrid human–digital…

The Economic Times

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CarTrade Tech shares rocket 6% as Nomura raises target price. Here are 3 reasons why

CarTrade Tech shares rose after Nomura reiterated its 'Buy' rating and raised its target price, citing stronger growth prospects for OLX. The brokerage expects artificial intelligence-led monetisation, new revenue streams, expanding margins and rising adoption of financing, escrow and logistics services to support long-term earnings growth.

The Economic Times

10 reasons why Nomura stays bullish on Bharti Airtel, sees 28% upside

Nomura has named Bharti Airtel its top telecom pick, raising its target price to Rs 2,355 and calling it an 'ARPU compounder'. The brokerage highlighted the company's strong free cash flow generation, potential tariff hikes, and growth in its data centers, Airtel Money, and African businesses.

The Economic Times

Rs 8,350 crore crash in Persistent shares explained: Why investors are worried about Nagarro deal

Persistent Systems' shares plunged nearly 11% following its announcement to acquire Germany-based Nagarro for €1.27 billion. While the deal aims to boost European presence and revenue, brokerages expressed caution over pricey valuations and execution risks.

The Economic Times

Kotak Mahindra Bank shares fall 3% after CEO's surprise exit. What Nomura, Jefferies said

Analysts at Nomura and Jefferies, however, maintain 'Buy' ratings, with Nomura highlighting Anup Kumar Saha as a strong internal candidate. Despite the leadership change, analysts believe the bank's strategic direction will remain consistent.

The Economic Times

Q1 earnings preview: Here’s what Nomura expects from Nestle, Titan, other consumer majors’ June quarter results

Nomura expects consumer staples to deliver a strong start to FY27, forecasting double-digit sales growth for several companies in the June quarter. The brokerage is bullish on Nestle, Titan, Britannia, Tata Consumer and Marico, citing steady demand, pricing gains and margin support despite higher raw material costs.

The Economic Times

Tata Motors shares jump 5% on strong growth guidance. What are Nomura, other brokerages saying?

Tata Motors shares rose after outlining strong growth targets, including margin expansion and cash flow improvement. Brokerages remain divided, with JM Financial bullish, while Nomura and Motilal Oswal stay cautious on near-term demand and margins. Long-term outlook remains supported by infrastructure growth, CV demand recovery and digital and EV initiatives.

The Economic Times

Nomura cuts target price of this AI, data centre beneficiary company. Here’s why

Nomura remains positive on Anant Raj despite trimming earnings estimates and lowering its target price due to slower cloud ramp-up and project delays. The brokerage expects growth visibility to improve from Q2FY27 as new cloud capacity comes online and residential launches gain momentum.

The Economic Times

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The Economic Times

Bharat Electronics shares in focus after defence PSU wins orders worth Rs 1,081 crore

Bharat Electronics shares are in focus following a significant Rs 1,081 crore order win, adding to previous gains. The defence PSU reported a 5% net profit rise for Q4 FY26, driven by strong defence project execution and increased revenue. Analysts from Goldman Sachs maintain a 'Buy' rating, while Nomura holds…

The Economic Times

Explained: Why Accenture's warning sparked a Rs 1.35 lakh crore meltdown for TCS, Infosys, other IT stocks

Indian IT majors faced a brutal sell-off, losing Rs 1.35 lakh crore after Accenture's revenue guidance cut. Structural fears around AI replacing traditional services and geopolitical headwinds are deepening the sector's pain. Analysts anticipate further moderation and a shift towards M&A and new client acquisition to counter slowing growth.

The Economic Times

Coforge shares jump over 2% as firm eyes $5 billion revenue by FY30. Why Nomura, others see up to 50% upside?

Coforge shares saw a rise after the company projected $5 billion in revenue by FY30. This ambitious target is fueled by strong organic growth and the strategic integration of artificial intelligence. Analysts are optimistic, with several maintaining Buy ratings and setting higher price targets.

The Economic Times

Nomura raises Adani Ports share price target by 12%. Here are 3 major reasons why

Nomura has raised its target price on Adani Ports and Special Economic Zone to Rs 2,080 from Rs 1,850, while retaining its Buy rating. The revised target suggests a potential upside of about 15% from current levels. The brokerage also marginally increased its FY27 and FY28 EBITDA forecasts, driven by…

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The Economic Times

US-Iran peace deal: Reliance Industries, ONGC; which other oil & gas stocks will emerge as top winners and losers?

A US-Iran peace deal is expected to ease oil supply risks, pushing crude prices lower. Nomura sees OMCs, CGDs, and Petronet LNG as key beneficiaries, while upstream firms like ONGC and Oil India may face pressure. Reliance Industries could see moderate downside due to weaker refining margins.

The Economic Times

Nifty Bank rallies 1,000 points; HDFC Bank, IndusInd, Yes Bank, and other stocks jump up to 3%. What lies ahead?

Banking stocks rallied sharply on Monday, pushing the Nifty Bank index nearly 1,000 points higher as easing geopolitical tensions and falling oil prices boosted sentiment. Analysts expect lenders to lead the market rally, citing attractive valuations, RBI support measures, improving technical indicators and favourable risk-reward in major private banks.

The Economic Times

India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep Nandi

India's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing heavily in research and development, India risks falling into the middle-income trap. Current growth relies on top-tier consumption and services exports. Manufacturing and private investment lag. This structural shift is crucial for…

The Economic Times

DIIs' net purchases cross Rs 4 lakh crore on Dalal Street in 2026 while FIIs run away

Domestic institutional investors (DIIs) have remained strong buyers of Indian equities in 2026, with net purchases crossing Rs 4.16 lakh crore in just over five months. In contrast, foreign institutional investors (FIIs) have stayed bearish, selling around Rs 2.7 lakh crore worth of stocks.

The Economic Times

RBI unlikely to hike rates despite El Niño and fuel price pressures, says Nomura's Aurodeep Nandi

India's central bank is likely to maintain current interest rates. Despite rising fuel costs and potential monsoon issues, a key inflation measure remains low. Experts suggest firms are absorbing price pressures. The Reserve Bank of India will monitor data before considering any policy changes. Geopolitical risks and future cost pass-throughs…

The Economic Times

AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?

India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge is driving significant gains in companies linked to data centre infrastructure, power, and hardware, with analysts suggesting the rally has further room to run.

The Economic Times

India Inc sails past fourth-quarter estimates, but oil shock clouds outlook

Indian companies achieved better-than-expected profits in the March quarter. Domestic activity was strong, supported by tax cuts and easy money. However, the ongoing Iran conflict is creating an energy shock. This is expected to impact future company earnings negatively. High oil prices and supply issues pose risks to the economic…

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