LG Electronics, the Oil & Gas sector, the Auto sector, Phoenix Mills, and Eternal are drawing brokerage commentary today.

Analysts are providing insights on company-specific developments, sector trends, and the potential impact of government policies like the GST cuts. Here are the key analyst calls to watch out for today:

Brokerages on LG Electronics

Motilal Oswal

  • Initiates coverage with a target price of Rs 1,800.

  • It holds a leadership position with high industry growth potential.

  • Premiumisation and localisation are expected to drive profitability.

  • Expects LG to trade at higher multiples given its strong return ratios.

  • Consistently generated operating cash flows over Rs 154 billion.

Ambit

  • Initiates coverage with a Buy rating and a target price of Rs 1,820.

  • Export could be a key component with the new Sri City plant doubling capacity.

  • Increased localisation and premiumisation are expected to drive margin expansion.

  • GST cuts are expected to help growth revival.

Nomura

  • Initiates Buy with a price target of Rs 1,800.

  • Focus on mass premiumisation, exports, and business-to-business initiatives to drive growth with improving profitability.

  • India’s demographics provide structural growth visibility for large appliances. The firm estimates Ebitda margins will improve from 12.8% in FY25 to ~14.1% in FY28F.

  • This improvement is led by a better mix, operating leverage, and localisation.

  • Expects the company to trade at the mid-point of the trading band of 30-45x.

CLSA on India Oil and Gas Sector

  • Profits After Tax for IOC, BPCL, and HPCL are expected to jump sharply due to LPG subsidy reimbursement.

  • Reliance Industries Ltd., is expected to see steady quarter-on-quarter growth across segments.

  • Retail and Jio segments for RIL remain strong.

  • ONGC and Oil India’s profits are expected to rise on higher dividend income.

  • Gas demand is up 3% QoQ.

  • IGL is the only player expected to see margin improvement.

  • The overall sector shows selective improvement amid the rupee fall and higher crude prices.

UBS on India Autos: GST 2.0 To Fuel or Fizzle Demand?

  • The GST boost could not have come at a better time given sluggish demand in April–July.

  • Channel checks suggest consumers want to trade up towards premium products.

  • However, CAFE norms and ABS mandates may erode the GST cut benefit.

  • Prefers premiumisation plays like M&M, TVS, and Hyundai.

UBS on Indian Consumer Durables

  • GST cuts are boosting LED panel demand.

  • Room Air Conditioner (RAC) demand is still below expectations.

  • Samsung is pushing premium products, while LG is focusing on entry-level products.

  • Aggressive pricing is not sustainable due to competition

Macquarie on Eternal

  • Maintains an Underperform rating with a target price of Rs 200.

  • Expects rising competition to dent consensus forecasts.

  • Believes consensus overstates the turnaround and sustainability of profits.

  • Sees a risk of reversal in market capitalisation.

  • Notes limited margin of safety for shares.

Citi on Phoenix Mills

  • Maintains a Buy rating with a target price of Rs 1,875.

  • Q2FY26 Business Update: Consumption growth was in line with expectations.

  • Overall consumption growth of -13% year-on-year is largely in line with expectations.

  • Consumption growth in PMC Bangalore and Pune was flat YoY; trends are to be monitored going forward.

  • Believes the company is well positioned to benefit from continuing organic consumption growth of 7 to 9% in its mature malls and the addition of new malls.

. Read more on Markets by NDTV Profit.LG Electronics, the Oil & Gas sector, the Auto sector, Phoenix Mills, and Eternal are drawing brokerage commentary today.  Read MoreMarkets, Business ​NDTV Profit