Global brokerage firms have released fresh research covering logistics, mining and electrical equipment companies. While some analysts have raised target prices and initiated positive coverage, others remain cautious, highlighting the importance of stock-specific investing during the ongoing earnings season.

Company	Brokerage	Rating	Target Price
CONCOR	Jefferies	Buy	₹650 (Raised)
CONCOR	Goldman Sachs	Sell	₹480
Coal India	Jefferies	Buy	₹500
Coal India	Citi	Neutral	₹430
Polycab India	CLSA	Outperform (Initiated)	₹10,150
RR Kabel	CLSA	Outperform (Initiated)	₹2,850
KEI Industries	CLSA	Hold (Initiated)	₹4,800

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• Jefferies remains positive on both CONCOR and Coal India, highlighting potential upside.
• Goldman Sachs continues to maintain a cautious view on CONCOR, reflecting differing expectations within the logistics sector.
• CLSA has initiated coverage on the electrical equipment space with a positive stance on Polycab India and RR Kabel.
• CLSA has adopted a relatively cautious stance on KEI Industries with a Hold recommendation.
• The brokerage views indicate continued optimism for India's power infrastructure, cables and wires segment.

The cables and wires sector has attracted significant attention following CLSA's initiation of coverage. Increasing investments in infrastructure, power transmission, housing, manufacturing and renewable energy continue to support long-term growth prospects for leading cable manufacturers including Polycab, RR Kabel and KEI Industries. Meanwhile, logistics and mining companies remain under close watch as analysts evaluate earnings performance and future growth potential.

Investors should monitor:

• Future earnings performance.
• Management commentary and guidance.
• Infrastructure spending trends.
• Power sector capital expenditure.
• Commodity price movements.
• Whether additional brokerages revise target prices following Q1 results.

Investor Takeaway

Indian-Share-Tips.com Nifty Expert Gulshan Khera, CFP®, who is also a SEBI Registered Investment Adviser, observes that brokerage reports should be viewed as one input rather than a standalone investment decision. The latest recommendations indicate growing optimism toward infrastructure-linked businesses such as cables, wires and power equipment, while differing views on logistics and mining highlight the importance of analysing business fundamentals, valuations and long-term earnings growth before investing.

Read more brokerage updates, earnings analysis and market insights at Indian-Share-Tips.com.

Written by Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.

Disclaimer: Brokerage recommendations represent the opinions of their respective research firms and should not be considered investment advice. Investors should conduct independent research and consult a SEBI Registered Investment Adviser before making investment decisions.