CLSA has an outperform score on Vedanta with the goal worth at Rs 580. Analysts mentioned that the corporate's July-Sept quarter (Q2FY26) earnings earlier than curiosity, taxes, depreciation and amortisation (EBIDTA) of Rs 11,400 crore was in step with consensus. It guided for larger FY26 EBIDTA, pushed by larger commodity costs and operational enchancment. Over the following couple of years ramp-up of enlargement initiatives and backward integration (largely aluminium, energy and zinc) are prone to be the important thing drivers. Debt at dad or mum Vedanta Sources (VRL) is now nicely funded, whereas demerger is guided to be full by end-FY26. The result of the $2 billion bid for Jai Prakash Associates is a key monitorable given it's a diversified asset.Nomura has a impartial score on BEL with the goal worth at Rs 427. Analysts mentioned the corporate reported sturdy Q2FY26 numbers however wealthy valuations restrict any upside for the inventory. They raised BEL's FY26 EBITDA and revenue after tax (PAT) estimates by 2% and 1%. Additionally they estimated that its PAT would present a compounded annual progress fee of 13% between FY25 and FY28. Analysts additionally mentioned BEL's order e book was sturdy however warned that enormous orders have bigger execution timelines.HSBC has a purchase score on Financial institution of Baroda with the goal worth raised to Rs 340. Analysts mentioned throughout Q2FY26, the lender confirmed a broad-based sequential mortgage progress, internet curiosity margin (NIM) enlargement and asset high quality efficiency had been key positives. Incrementally, its working efficiency will possible stay wholesome with an upside threat from higher asset high quality. Additionally they raised FY26-FY28 earnings per share (EPS) estimates by 5-7%.Jefferies has a purchase score on BPCL with the goal worth at Rs 430. Analysts mentioned that in Q2FY26 the corporate reported sturdy EBITDA due to sturdy refining & advertising stock beneficial properties. Additionally they mentioned that the govt.'s compensation for LPG losses will increase earnings over the following few quarters. Nonetheless, they mentioned advertising profitability has weakened considerably in Q3, and stock losses are possible. Additionally that enormous capex in refining and petchem would drag return on capital employed (RoCE). Analysts mentioned BPCL's earnings outlook was sturdy on vary sure crude given OPEC provide.Citigroup has a purchase score on GAIL with the goal worth at Rs 215. Analysts mentioned GAIL's Q2FY26 EBITDA at Rs 3,200 crore was forward of estimate, aided by sturdy fuel buying and selling efficiency, with fuel transmission volumes additionally exhibiting modest restoration. Petchem efficiency, nonetheless, remained subdued, they mentioned. The administration reiterated its steerage for fuel buying and selling profitability, lowered its steerage for fuel transmission volumes and stays assured on their tariff hike expectations. Analysts had been inspired by the granularity offered on fuel buying and selling, which ought to increase investor consolation, and in addition from upcoming commissioning of recent pipelines, which ought to support quantity progress even when all else stayed equal.(Disclaimer: Suggestions and views on the inventory market, different asset lessons or private finance administration suggestions given by consultants are their very own. These opinions don't signify the views of The Instances of India)
