Stock Recommendation Live: Centrum Broking Suggests Buy For M&M 

Centrum Broking Technical and Derivatives Research, (Equity Research) Vice President Nilesh Jain suggested a buy for Mahindra & Mahindra Ltd. The target price for the stock is Rs 3,235 apiece. The stop loss is at Rs 6,905 apiece.

Stock Recommendation Live: Brokerages On Project Finance 

Citi Research

  • RBI relaxes general provisioning norms for project finance

  • Final norms seen as lender-friendly; effective from Oct 1, 2025

  • Provisioning eased for infra & non-infra projects, incl. CRE

  • Big relief for corporate lenders, especially PSU banks & infra NBFCs

  • Eases concerns over cost overruns, potential pullback in funding

  • Supports continued lender interest in project finance space

Bernstein 

  • RBI eases provisioning norms for under-construction projects

  • Standard asset provision cut to 1% – major relief for lenders

  • Relaxed norms + rate cuts + liquidity = lending boost ahead

  • Guidelines lift sentiment for infra lending across sectors

  • Specialized NBFCs like REC, PFC among key gainers

  • PSU banks also poised to benefit from lower capital strain

Emkay Global 

  • RBI takes pragmatic route with final project finance norms

  • Provisioning for under-construction infra/CRE projects at 1-1.25% vs 5% draft

  • Eases pressure on project lenders like REC and PFC

  • Flexible stance on DCCO delays, cost overruns, resolution triggers

  • Limited PAT/net worth impact; regulatory capital hit only from FY27

  • Rate cuts + liquidity + relaxed norms may spur project lending

  • Large PSBs, PFC, REC seen as key beneficiaries

Stock Recommendation Live: 5 Waves Suggests To Exit Gujarat State Fertilizers & Chemicals

Sarvendra Srivastava of 5 Waves Official recommended to exit the stock. The stock is currently trading below all key moving averages — short, medium and long term. Unless it reclaims the short-term psychological level of Rs 200, it would be advisable to exit from the stock.

Stock Recommendation Live: Invest4edu Suggests Hold For Premier Energies

Dinesh Saney, senior equity research analyst at Invest4ed suggested a Hold for Premier Energies Ltd. The company has been performing well, with its top band over the last three years showing strong growth. The main concern is the rising debt levels, but given the consistent improvement in financial numbers, this may not be a major issue for investors.

Stock Recommendation Live: Invest4edu Suggests Hold For ICICI Bank 

Dinesh Saney, senior equity research analyst at Invest4edu recommended to hold the stock, especially for long-term investors with a horizon of around five years. As India moves toward a projected $7-trillion GDP over the next five years, the private banking sector is expected to play a pivotal role in driving and supporting this growth.

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