Paytm parent One 97 Communications Ltd., Mazagon Dock Shipbuilders Ltd., DMart operator Avenue Supermarts Ltd., and Swiggy Ltd. were among the top companies on brokerages’ radar on Monday.

Analysts have shared their views on DMart’s June quarter earnings.

UBS has hiked the target price on Paytm, while Mazagon Dock and Swiggy have received new coverage from brokerages.

NDTV Profit tracked analysts’ views on various stocks and sectors. Here are the analyst calls to keep an eye out for today.

Brokerages On Avenue Supermarts Q1 Results

Morgan Stanley

  • Maintain ‘Underweight’ and hike target price to Rs 3,350 from Rs 3,260.

  • Q1: Miss estimates, multiple headwinds continue.

  • Higher competitive intensity and Avenue’s efforts to fight competition and build capabilities continue to weigh on the business.

  • Believe the current results and commentary add to the ongoing de-rating in the stock.

Macquarie

  • Maintain ‘Underperform’ with target price of Rs 3,100.

  • Q1 margin miss; competition concerns sustain.

  • Liked the 7.1% same-store-sales growth and the sequentially lower losses for DMart Ready.

  • Did not like the 100-150 basis points (bps) hit to Q1 sales growth from high deflation of staples/non-food products, which will continue for a few quarters.

JPMorgan

  • Maintain ‘Neutral’ with target price of Rs 4,150.

  • Margin weakness sustains amidst higher investments.

  • View the intent of accelerated store additions and E-commerce capacity build-out favorably.

  • Next catalyst would be the management interaction held annually over the coming weeks.

HSBC

  • Maintain ‘Reduce’ and hike target price to Rs 3,600 from Rs 3,500.

  • Ebitda and margins were slightly below muted consensus.

  • Competitive intensity elevated, impact visible.

  • Value proposition remains strong but has diminished over time.

  • Intense competition has presented a challenge for DMART.

  • It has become a trade-off between SSSG and margin stability.

UBS On Paytm

  • Maintain ‘Neutral’ and hike target price to Rs 1,050 from Rs 1,000.

  • Net profit breakeven likely in Q1

  • Payments growth is slowing from a high base.

  • Would view Paytm’s PAT turning positive in FY26 as a re-rating catalyst, given its material discount to Indian internet peers.

  • But, not receiving a payment aggregator licence so far and weak customer additions remain concerns.

AMSEC On Mazagon Dock

  • Initiate ‘Sell’ with a target price of Rs 2,100.

  • Current orderbook is insufficient for a strong growth in the near term, especially FY27 and FY28.

  • Newer orders may be executed only post-FY28.

  • The absence of near-term triggers raises concerns over premium valuations.

Elara Securities On Swiggy

  • Initiate ‘Accumulate’ with a target price of Rs 450.

  • Food delivery shows improvement.

  • Instamart has a long haul for positive adjusted Ebitda.

  • Huge total addressable market (TAM) to capture growth.

  • Swiggy has a large growth opportunity and execution headroom.

. Read more on Markets by NDTV Profit.UBS has hiked the target price on Paytm, while Mazagon Dock and Swiggy have received new coverage from brokerages.  Read MoreMarkets, Business, Notifications 

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