State Bank of India: Jefferies maintains a Buy on State Bank of India with a Target Price of ₹1,300, citing corporate loan repricing supporting NIMs, improving deposit productivity, lower PSLC needs, strong banca-fee income, limited buffer provisions, expected 13% loan CAGR and 14% ROE, with reasonable valuation at 1.4x FY27 adjusted P/B despite some ECL transition risk.

Oberoi Realty: Morgan Stanley maintains Equal-Weight on Oberoi Realty with a Target Price of ₹1,440, citing expected near-term upside over 60 days driven by strong traction in Gurgaon Phase 1 project “360 North”, which has a >₹3,000cr launch value, potential sales of >₹2,500cr, and implied 56% YoY pre-sales growth in Q1FY27.

Hero MotoCorp: JP Morgan maintains Overweight on Hero MotoCorp with a Target Price of ₹6,430, citing expected 7–8% domestic 2W industry growth with Hero likely to outperform, sustained strong export momentum (42% FY24–26 CAGR), headwinds from shift to scooters/EVs, near-term margin weakness, gradual recovery via price hikes and EV PLI benefits, and ongoing investor concern around market-share loss.

Oil India: Morgan Stanley maintains Underweight on Oil India Limited with a Target Price of ₹404, citing expected share price decline over the next 30 days, ~5% earnings impact from royalty rate changes, gas ASP underperformance versus Street estimates, near-halving of refining profitability due to tax benefit unwinding, and slower pipeline expansion, while preferring ONGC in the upstream space.

Ola Electric Mobility: Goldman Sachs maintains a Neutral on Ola Electric Mobility with a Target Price of ₹38.9 (raised from ₹34), citing higher E2W penetration (9% in May vs 7.9% in April), improved 8.7% market share (from 5% YTD low), recent fund-raise and better liquidity, with FY27–FY29 revenue estimates revised up 2–3%.

Astral: Investec maintains a Buy on Astral Ltd with a Target Price of ₹1,710, citing its acquisition of 60% stake in DSS (speciality chemicals & advanced materials) as a strategic move to deepen backward integration, drive cost efficiencies, and create a scalable new growth vertical, alongside upside risks to estimates from CPVC integration benefits and DSS expansion potential, though revenue ramp-up visibility remains awaited.

Jindal Stainless: Investec maintains a Buy on Jindal Stainless with a Target Price of ₹825, citing strong fundamentals despite a 23% 6M correction due to capex and gas concerns, effective navigation of gas-related disruptions with limited impact on production and spreads, strong 1H execution supporting potential guidance upgrades, and disciplined capital allocation with deleveraging and RoCE-focused capex strategy.

Motilal Oswal Financial Services: UBS initiates Buy on Motilal Oswal Financial Services with a Target Price of ₹1,150, citing transition to an AUM-led platform enabling non-linear earnings growth, structural benefits from financialisation, operating leverage, mix shift toward AMC and private wealth, expected 21% AUM CAGR and 19% revenue CAGR (FY26–29E), and 22% earnings CAGR driven by higher-quality recurring wealth and distribution income with reduced broking cyclicality.

Adani Enterprises: Joint Venture AdaniConnex Private Limited Has Purchased 100% Stake In Madhuvanti Build Estate Limited From Adani Infra (India) Limited For INR 765.25 Crore In Cash To Build Infrastructure Facilities. The Deal Is Now Done And MBEL Is An Early-Stage Infrastructure Company Owning Land And Important Development Licenses.

CreditAccess Grameen: Devika Praveen Named Chief Compliance Officer, Brings Nearly 30 Years Of Compliance Experience From AU Small Finance Bank And Kotak Mahindra Bank.

Hexaware Technologies: Court Dismisses $500M Patent Case Against Company, Declares Patents Abstract and Ineligible, No Significant Effect on Business or Finances.

Adani Enterprises: Company Purchases Full Ownership of Madhuvanti Build Estate Limited for ₹765.25 Crores.

JK Paper: Increases Ownership In Borkar Packaging To 87.36% By Acquiring An Extra 15.40% Share.

Sagility: Company Announces Strategic Purchase Via U.S. Subsidiary Worth Up To $30 Million

Dabur India: Faces US FDA Import Warning For Silvassa Plant; Company Claims Financial Effect Will Be Minor.

Anupam Rasayan: Company Becomes First Globally To Use Flow Chemistry For ETFA Production

PCBL Chemical: Opens New Specialty Production Line With 20,000 TN/Year Capacity At Mundra Facility