Jefferies has a buy on Reliance Industries with the target price at Rs 1,670. Analysts feel oil-to-consumer (O2C) profitability in April-September half H1FY26 is tracking a 15%-plus annual growth against the brokerage’s full-year forecast of 8%-plus on strength in auto fuels. Benefit of Russian crude, a key investor query, is limited to 2.1% of consolidated FY27 earnings before interest, taxes, depreciation and amortisation (EBITDA). With improving visibility on double-digit consolidated EBITDA growth in FY26, see economic value (EV)/EBITDA multiple ripe for inversion.Emkay Global Financial Services initiated coverage of Eureka Forbes with a target price of Rs 725. Analysts feel the stock price has the potential to double in 3-4 years. They said that under the new management, EFL is transforming products & services, and unlocking significant growth. It reported seven straight quarters of double-digit growth while its service momentum is reviving. They also pointed out that despite rising R&D and marketing spends, margins rose by 400bps in two years.Nuvama maintained its buy recommendation on Inox Wind with the target price at Rs 190. Analysts said the Inox Group recently completed its restructuring and a rights issue was undertaken to deleverage the balance sheet. Now there is capacity expansion in the wind energy segment while Inox Green is entering the solar operations & maintenance segment. Inox Renewable Solutions is strengthening manufacturing, and engineering, procurement, & construction (EPC) capabilities. They feel the group is positioned as a lean, integrated renewable platform, and its 3.1GW order book ensures revenue visibility till FY27.UBS has a buy on Voltas with the target price at Rs 1,770. Analysts said that lower GST on room ACs raises affordability and this aligns the GST rate with other major white goods. They said that this year the room AC demand was hit by unseasonal rains but better festive sales are on the way. Channel remains upbeat for the festive season and seeks clarity on GST credit. Voltas could become a leading white goods player by FY28HSBC has a buy rating on Cholamandalam Investment & Finance with a target price of Rs 1,670. Analysts said the company’s management anchored growth expectations for FY26 to about 20% on a yearly basis, but highlighted that macro challenges were continuing. Analysts feel the company’s margins should benefit from lower cost of funds. Its credit cost guidance for FY26 was 10 basis points (100 basis points = one percentage point) higher than the FY25 average of 1.4%. For FY27, the company seemed more optimistic about AUM growth, margin expansion and lower credit costs.Disclaimer: The opinions, analyses and recommendations expressed herein are those of brokerage and do not reflect the views of The Times of India. Always consult with a qualified investment advisor or financial planner before making any investment decisions.