Money Plan Investment Talks
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@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
Morning News & Cues to Track before Market Opening Today
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Key Insider Trades Reported @ Exchanges
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | CreditAccess Grameen 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Motilal Oswal on CreditAccess Grameen |
Maintain Buy with target price of β‚Ή 1,600.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Capital Goods-Power & Industrials 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Nuvama on Capital Goods-Power & Industrials |
Remain positive on Thermal BTG & HV T&D, though broader private capex remains patchy.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Schaeffler India 🟒 (Positive Outlook)
πŸ‘‰πŸΏ
Nuvama on Schaeffler India | Maintain Buy with target price of β‚Ή 4,900 (β‚Ή 4,700 earlier)ugh broader private capex remains patchy.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Waaree Energies 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Nuvama on Waaree Energies |
Maintain Buy with target price of β‚Ή 3,867.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | M&M Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Nuvama on M&M |
Maintain Buy with target price of β‚Ή 4,400.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Laurus Lab Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Motilal Oswal on Laurus Lab |
Maintain Buy with target price of β‚Ή 1,280.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | IDFC First Bank Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ BofA
downgrades IDFC First to 'Neutral' ratings, cuts target price to Rs 75.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Auto Sector 🟒 (Positive Outlook)
πŸ‘‰πŸΏ BofA on Auto Sector |
GST boost holding: Demand in top gear across segments.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Jubilant Food 🟒 (Positive Outlook)
πŸ‘‰πŸΏ HSBC
maintains 'Buy' ratings on Jubilant Food for target price of Rs 700.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | SBI 🟒 (Positive Outlook)
πŸ‘‰πŸΏ CLSA
maintains 'Outperform' ratings on SBI for target price of Rs 1,275.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Power Utilities 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Jefferies on Power Utilities |
Power discoms reported profits after at least a decade of losses.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Poonawalla Fincorp 🟒 (Positive Outlook)
πŸ‘‰πŸΏ UBS
maintains 'Buy' ratings on Poonawalla Fincorp for target price of Rs 640.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | IT Sector 🟒 (Positive Outlook)
πŸ‘‰πŸΏ BofA on IT Sector
| 2026 to be the year of AI for knowledge workers.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Financials 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Macquarie on Financials |
Expect the RBI to be more watchful regarding gold loans.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Tractor Industry 🟒 (Positive Outlook)
πŸ‘‰πŸΏ HSBC on Tractor Industry |
High base & El Nino may pressure FY26–28 growth, strong reservoir levels & replacement demand provide support. Estimate 0–2% volume CAGR over FY26–28.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Solar Companies 🟒 (Positive Outlook)
πŸ‘‰πŸΏ Nomura on Solar Companies |
US imposes 126% CVD on Indian Solar exports, impact lower for firms with US manufacturing & non-Indian cells. Waaree sees limited impact, expanding US capacity to 4.2 GW by H1CY26.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Ola Electric Ltd. 🟒 (Positive Outlook)
πŸ‘‰πŸΏ GS on Ola Electric |
Downgrade to neutral call, target price cut to β‚Ή 26 per/share from β‚Ή 52 per/share. FY26–28 revenue estimate cut, now factor in mid-single-digit market share by FY30 vs low-teens earlier, revised EBITDA loss & capex run-rate, cash burn may require fundraising in 12-18 months. Building a stable & sustainable service network is necessary.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
Stock in Focus | LT Foods Ltd.

β–ͺ️FMCG firm LT Foods Ltd on Wednesday (February 25) said the United States Department of Commerce has revised the countervailing duty (CVD) rate applicable to Ecopure Specialities Limited, a step-down subsidiary of the company, for exports of organic soybean meal to the US.
β–ͺ️In its final order dated February 23, 2026, the United States Department of Commerce reduced the CVD rate from 340.27% to 75.48%.
β–ͺ️The reduction lowers LT Foods’ potential liability by β‚Ή 163 Crore.
β–ͺ️Earlier, the United States Department of Commerce had initiated an administrative review of the CVD order for the period January 1, 2023, to December 31, 2023. During the review, the β€˜adverse facts available’ (AFA) methodology was applied to Ecopure, resulting in a provisional CVD rate of 340.27% on sales worth β‚Ή 50 Crore for the period.