Ashok Leyland

Top Sector-Wise Stock Picks: Banking, NBFCs, Defence, Autos & More | Gaurang Shah

Dec 11, 2025, 07:28 PM IST

In this detailed breakdown, the Gaurang Shah of Geojit Investments shares his top stock picks across major sectors using the GeoGeek framework. In banking, he highlights SBI and Indian Bank in the PSU space, along with Axis Bank and ICICI Bank in private banking. For NBFCs, Bajaj Finance and L&T Finance stand out. The defence segment features outperformers like MTAR Technologies, Cochin Shipyard, Mazagon Dock, and BEL. Autos see strong contenders in M&M, Bajaj Auto, TVS Motors, and Ashok Leyland. In capital goods, L&T and Siemens take the lead, while capital-market tech includes CAMS (Computer Age Management Services). A comprehensive sector-wise guide for investors looking for high-quality opportunities.

Tata Motors CV shares trade at 6% discount to Ashok Leyland; worth a buy?

Dec 08, 2025, 12:33 PM IST

Tata Motors CV: Ambit Capital expects 6 per cent and 8 per cent CAGR in revenue and Ebitda between FY25 and FY28, supported by high-margin non-core revenue streams that help cushion cyclicality.

Avoid high valuation narrative-driven stocks, warns Nomura

Dec 03, 2025, 08:07 AM IST

Nomura assessed that extremely high valuations were likely to cap further upside as narrative fatigue sets in. It gave examples of sectors such as defence, power equipment suppliers, EMS, hospitals, hotels and real estate.

Arpit Beriwal Picks Auto, IT And Gold Finance Stocks Poised For Upside In Volatile Markets

Dec 02, 2025, 02:33 PM IST

Arpit Beriwal of Motilal Oswal Financial Services says the auto index continues to outperform, with strong setups across Ashok Leyland, M&M and TVS Motor. He expects Ashok Leyland to move toward 175–180, M&M toward 3900–4000, and TVS Motor to rally 6–8% toward 3800+. In the broader market, IT remains a key theme, with Persistence Systems and Coforge showing strong monthly and weekly structures, positioned for fresh highs. On gold, Arpit highlights that rising bullion prices are driving strong momentum in gold financiers. He sees Muthoot Finance heading toward 4000–4200 and Manappuram Finance toward 300–320 over the next few months.

Ashok Leyland shares jump 6% on Hinduja Leyland merger; check target prices

Nov 27, 2025, 01:29 PM IST

Ashok Leyland has been a consistent wealth creator for investors this year, with the counter gaining over 50 per cent in 2025 so far.

Top Sectors To Watch: Autos, Financials And Power Lead As Broader Markets Stay Choppy And Selective

Nov 25, 2025, 01:22 PM IST

Arpit Beriwal of Motilal Oswal says rollovers are steady with Nifty and Bank Nifty gaining around 1–1.5% month-on-month. He highlights autos as the strongest sector in the current volatile market. Maruti is forming a solid base near 15,500 and could move towards 16,300–16,500, while Eicher Motors has broken out above 7,050 on the weekly chart and may head to 7,500–7,600 in the December series. In energy, Reliance looks strong for 1,600–1,620. Ashok Leyland shows swing potential with support at 144 and targets near 152–160. Strategy: stay long on autos, NBFCs and capital market stocks, while taking tactical shorts in railways, realty and consumer durables due to selective market breadth.

Buy M&M, Bajaj Auto, Ashok Leyland for up to 19% upside, says Choice; check target prices

Nov 21, 2025, 11:17 AM IST

Choice has adopted a more cautious stance on others. The brokerage has an 'Add' rating on Hero MotoCorp with a target price of Rs 5,710, citing strong market share gains.

Dividend, rights issue: Adani Enterprises, Asian Paints, IRCTC to turn ex-date next week

Nov 15, 2025, 09:49 AM IST

The board of Ashok Leyland, in its meeting on November 12, approved an interim dividend of Re 1 per equity share (face value Re 1 each).

Top stocks in news: Tata Motors, Groww, Tata Steel, BSE, Tata Power, Fortis Health, RVNL

Nov 12, 2025, 08:14 AM IST

Stocks including Tata Motors, Groww, Tata Steel, BSE, Tata Power, Fortis Healthcare, RVNL, Awfis Space, and more will be in the spotlight on Wednesday, November 12.

BDL, SAIL, Federal Bank among top 5 stock picks for Diwali 2025; Choice Broking expects 'robust market recovery'

Oct 14, 2025, 05:20 PM IST

The brokerage believes the current consolidation phase in the equity market presents a strategic buying opportunity ahead of the next upward leg.

Axis Securities picks Ashok Leyland as top weekly bet; sees up to 10% upside

Oct 13, 2025, 02:36 PM IST

The brokerage highlighted the company's strong position in the commercial vehicle (CV) segment and its strategic focus on innovation, exports and defence.