Check out the latest brokerage calls and analyst comments on the stocks in action today. Our coverage includes IT stocks, Sagility, SRF, and more.

Jefferies On IT

Accenture's Strong Q1 Rev, Led By Large Deals Ramping Faster Than Expected Is Positive

Despite An Unchanged Demand Environment, Accenture Posted Strong Net Hiring

Strong Hiring With Declining Utilisation Suggests Improving Revenue Visibility

Deal Bookings Were Soft For Accenture & Discretionary IT Spends Remain Under Pressure

Uptick In Financial Services Has Positive Read-Through For Coforge/TCS/Wipro/LTIMindtree

Prefer Infosys, TCS, And Coforge

CLSA On IT

Weak Order Book For Most Indian IT Vendors Over Past 2 Qtrs, Possibly Losing Out To Accenture

Weak Order Book Implies Potential Of Further Guidance Upgrade For Infosys & HCL Could Be Limited

Maintain Cautiously Optimistic Stance

Outperform Call On Persistent Sys, Tech Mah & Wipro, Underperform Call On LTIMindtree

MS On IT

Accenture's Q1 Result & Outlook Should Bode Ind View Well In-line For Sentiment Toward Indian IT Stocks

Accenture's Management Commentary However Didn’t Allude To Any Change In Environment

For 2025 IT Budgets, As Of Now Clarity Is Limited

Nuvama On IT

Accenture’s Guidance Upgrade Was Due To Faster Execution Of The Deals Won Earlier

Accenture’s Guidance Upgrade Augur Well For Indian IT Services Companies

The Update From Accenture Is Typically the Leading Indicator For Indian IT Services

There Is A Positive Stance For IT Sector

Jefferies On Sagility

Initiate Buy Call, Target At `52/Sh

Co Is A Leading US-Healthcare-Focused BPM Firm With Deep Domain Expertise

Over FY25-27, Expect Co To Deliver 12%/40?GR In Revenue/Profit

Superior Earnings Growth Outlook Is Likely To Sustain Current PE Multiples

MOSL On Anant Raj

Initiate Buy Call, Target At `1,100/Sh

Riding India's Data Center Localisation Wave

RE Business To Grow Steadily, While DC & Cloud Will Be In Limelight

Growth Levers At Play: Strong Pre-Sales, Collections, & Operational Cash Flows Underpin Growth

Expect Significant Revenue And EBITDA Margin Expansion, Driving Long-term Value Creation

Expect Revenue To Clock 26.5%/23.3%/33.3% YoY Growth Over FY25/FY26/FY27

EBITDA Margin Is Anticipated To Improve With 46.9%/50.8%/50.6% From 22.5% In FY24

Nuvama On SRF

Buy Call, Target At `2,628/Sh

Q3FY25 May Still Not Be Particularly Exhilarating, But Q4FY25 Continues To Look Promising

Pervasive Theme Of China 1 Has Structural Merit Despite Episodes Of Weakness

Expect Co’s Specialty Chemicals To Expand At A 20–25?GR Over Five Years

Trim FY25/26 EBITDA (By 2%/3%) To Reflect Gradual Improvements In Chemicals Biz

CLSA On Oil & Gas

Incremental Oil Demand For 2025 May Nearly Match Incremental Non-OPEC Production Growth

Indian Oil Demand Rose By 4% YoY In October

OMCs’ Integrated Diesel & Petrol Margin Suggest Bumper Q3 For IOC/BPCL/HPCL

Continue To Prefer ONGC, As It Is Pricing In Sub-$60/bbl Of Crude Realisation

CLSA On Autos

High-Speed Electric 2-wheeler Registrations Crossed 7.7 Lk Units In 8MFY25

e-2W Mix Rising 100 bps To 5.8% YoY And Within Scooters By 400 bps YoY To 16%

The Rise Is Due To The Launch Of More Affordable e-scooters By Various OEMs

Honda Has Unveiled A Couple Of e-2W Models, With Deliveries Starting On Feb 25

Ola's First e-Motorcycle Will Launch Soon, With Deliveries Starting In Q1CY25