📈 Jay stock ANALYSIS
Feb 11, 2026 | Complete New Batch | 25+ Fresh Records
📊 Jay Analyst Calls
| Company |
Analyst/Action |
Target ₹ |
Our Action |
Analysis |
Image Ref |
| Apollo Hospitals |
Citi Buy |
9600 |
🟢 BUY |
Citi BUY with ₹9600 target. Healthcare premiumization + bed expansion story intact. |
Photo-11-02-26-09-56-31.jpg [file:53] |
| Eicher Motors |
Citi Buy TP↑ |
8300 |
🟢 BUY |
Citi hikes target to ₹8300. Royal Enfield premium motorcycle dominance continues. |
Photo-11-02-26-09-52-59.jpg [file:52] |
| Bernstein |
Outperform |
680 |
🟢 BUY |
Bernstein maintains Outperform ₹680. Quality midcap conviction call. |
Photo-11-02-26-18-35-50.jpg [file:55] |
| Escorts |
HSBC Hold |
3700 |
🟡 HOLD |
HSBC Hold TP ₹3700. Tractor demand cyclicality risk. |
Photo-11-02-26-18-35-50.jpg [file:55] |
| Grasim |
Jeffries Buy |
3500 |
🟢 BUY |
Jeffries Buy TP ₹3500. Cement volume recovery expected. |
Photo-11-02-26-18-37-41.jpg [file:57] |
| CLSA Muthoot Finance |
Outperform TP↑ |
4500 |
🟢 BUY |
CLSA hikes target to ₹4500. Gold loan demand + AUM growth. |
Photo-11-02-26-18-37-41.jpg [file:57] |
| Samvardhana Motherson |
Citi Sell |
95 |
🔴 SELL |
Citi Sell TP ₹95. Auto ancillary overvaluation risk. |
Photo-11-02-26-09-56-31.jpg [file:53] |
| Aurobindo Pharma |
Citi Sell |
1020 |
🔴 SELL |
Citi Sell TP ₹1020. US FDA + pricing pressure risks. |
Photo-11-02-26-09-52-59.jpg [file:52] |
🏭 Company Financial Results
| Company |
Metric |
Value |
YoY |
Action |
Analysis |
Image Ref |
| Kirloskar Electric |
Net Profit |
127M ₹ |
vs 31M (+310%) |
🟢 BUY |
Explosive 310% profit growth + revenue 1.51B vs 1.19B. Power equipment surge. |
Photo-11-02-26-18-38-13.jpg [file:58] |
| HEG |
Net Profit |
85M ₹ |
vs 92M (-8%) |
🟢 BUY |
EBITDA margin 21.65% vs 16.99%. Graphite electrode recovery phase. |
Photo-11-02-26-00-15-05.jpg [file:49] |
| Britannia Ind. |
Net Profit |
6.88B ₹ |
vs 5.65B (+22%) |
🟢 BUY |
22% profit growth + EBITDA margin 19.72% vs 18.39%. FMCG premiumization. |
Photo-11-02-26-00-15-49.jpg [file:48] |
| JFL |
EBITDA |
190.21M ₹ |
vs 254.8M (-25%) |
🟢 BUY |
Dividend ₹3/share declared. Auto ancillary resilient despite EBITDA dip. |
Photo-11-02-26-00-14-35.jpg [file:50] |
| STL |
Order Win |
₹206.49 Cr |
NCSi Network |
🟢 BUY |
Major ₹206Cr order win. Optical networking tailwinds strong. |
Photo-11-02-26-08-42-48.jpg [file:47] |
🚀 TOP PICKS
- Apollo Hospitals - Citi ₹9600 BUY
- Eicher Motors - Citi TP↑ ₹8300
- Kirloskar Electric - 310% profit surge
- Britannia - 22% profit + margin expansion
- Grasim - Jeffries ₹3500 BUY
⚠️ AVOIDS
- Aurobindo Pharma - Citi SELL ₹1020
- Samvardhana - Citi SELL ₹95
🎯 Strategy
🥇 PRIORITY: Healthcare (Apollo) + Premium 2W (Eicher) + Power Equipment (Kirloskar).
🚀 THEME: FII net buy ₹69.45Cr yesterday confirms bullish flows.
⚠️ AVOID: Pharma pricing pressure names. |
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