Stock Picks Today: L&T, Sun Pharma, SBI Life, Eicher Motors, And More On Brokerages' Radar

Brokerages have spotlighted opportunities across capital goods, insurance, mining, automobiles, and pharmaceuticals, with fresh calls on L&T, Sun Pharma, SBI Life Insurance, Eicher Motors, and Samvardhana Motherson, alongside their views on the cement and steel sectors and auto sales trends.

GS on SBI Life

• Maintain Buy with TP of Rs 2235
• Regulatory overhang on commissions remains, but SBI Life appears relatively insulated
• Management does not expect material disruption to the bancassurance model
• Growth guidance remains around 14%–15% on Individual APE
• Protection growth is not viewed as merely GST-led
• Margin outlook should be supported by mix shift and operating leverage, despite GST pressure
• Agency remains a medium-term growth lever, but execution is key
• Credit life bundling concerns appear limited for SBI Life

Citi on L&T

• Maintain Buy with TP of Rs 4650
• Robust Order Inflow Momentum Strengthens Medium Term Visibility
• Order wins strengthen visibility further
• Remains positioned for an execution recovery
• Reasonable valuations.

HSBC on Coal India

• Maintain Hold with TP of Rs 440
• Volume growth finally picks up
• Strong volume growth in August, dispatch growth picks up after 2 years of weak growth
• Strong power demand, and weak hydro generation creates strong thermal and hence coal demand
• Coal Inventories are at 3-year lows and regional coal price surge should drive E auction prices higher

UBS on Coal India

• Maintain Buy with TP of Rs 550
• Higher offtake and e-auction premium in August 2026
• Coal offtake up 6% YoY, though lags 13% YoY growth in power demand
• E-auction premium increased amid strong demand.

ALSO READ: Trade Setup For Sept 2: Nifty Support Stays At 24,000 In Range-Bound Market | Check Key Levels

GS on Eicher Motors

• Maintain Buy with TP of Rs 9400
• Demand visibility supporting steady capacity addition
• International business becoming margin neutral
• Eicher indicating broadening of customer base from formal workforce to informal & rural demand
• Management believes commodity may normalize and can raise prices later if it doesn't

HSBC on Sun Pharma

• Maintain Buy with TP of Rs 2120
• MFN deal removes tariff overhang for two years for Sun
• See limited impact of 2% on FY29 EPS estimate, and we wait for further clarity
• Tariff concerns eases

MS on Sun Pharma

• Uncertainty around tariffs has been an overhang, which is reduced
• Agreement delays Section 232 tariffs on Sun's innovative pharma products for over two years
• MFN related pricing adjustments could have some impact, which needs monitoring
• Medicaid is a small part of SUN's U.S. innovative sales, so earnings impact will be limited

Bernstein on Sun Pharma

• Maintain Outperform with TP of Rs 2235
• Agreement is strategically important because it both protects and expands Sun's $1.2-1.3bn innovative-medicines franchise
• Timing is particularly important for Ilumya ahead of its October 29 PDUFA date, but the agreement extends well beyond a single product
• More than two years of Section 232 tariff protection also safeguards margins across Gx portfolio and future Organon driven rollouts.

Jefferies on Cement Sector

• Cement: Pricing Softens, Volume Momentum Intact
• Cement prices were down 1% MoM in Aug amid monsoon-led weakness
• However, demand remains healthy, sustaining the 7-8% YoY industry growth
• East region saw the highest correction after outperforming other regions last quarter
• Currently factor in a 1% QoQ Industry price decline in Q2 & recovery in Q3
• Any deeper correction from current levels could pressure profit estimates
• East - price hike attempts rolled back, with another hike attempt likely in September
• West - Rs20/bag hikes were attempted in Aug but did not sustain; a further Rs20/bag is planned from 10th Sept but unlikely to sustain
• North - price increased by ~Rs10-20/bag in the middle of the month but reverted later on
• Central - Dealers in the region were optimistic on price increases in Sept, with a few stating Rs20/bag kind of hike announcements.
• South - Volume growth in the region has been strong, but Cement pricing has failed to see an uptick; companies continue to attempt new rounds of hikes in September.

ALSO READ: Metals Lose Glitter: Gold Falls 2%, MCX Silver Slumps Rs 4,000 — More Correction Ahead?

JPMorgan on Steel

• Cost pressures persist; reiterate being selective
• Domestic HRC prices have started increasing now, spreads are largely flattish
• Surprised by the sharp rally in SAIL
• Recent cost escalation is likely to weigh on its profitability, given its higher coke rate vs. peers
• Expect steel prices to be range-bound for now and anticipate a gradual recovery in spreads after the festive season
• JSW Steel remains preferred pick

GS on Samvardhana Motherson

• Maintain Neutral with TP of Rs 158
• Steady momentum in consumer
• Aerospace order backlog has expanded from $1.2bn in FY24 to $1.9bn as of date
• 3 recent acquisitions to contribute Rs 20000 cr
• Targeting standalone listing for 1-2 mature verticals over the next 3-4 years

Citi on Auto Sales

• Aug'26 Sales: YoY Trends Supported by Weak Base
• Channel Stocking Delayed Due to Shift in Festive Season
• Maruti: YoY volume growth healthy but not commensurate with the capacity
• Hyundai: Steady volume growth
• M&M: Strong UV volumes; modest growth in tractors
• Tata Motors PV: Another month of strong volume growth
• Tata Motors CV: Strong growth trends
• Ashok Leyland: Healthy volume growth
• Eicher Motors (Royal Enfield): Healthy RE volume growth

Jefferies on Auto Sales

• Demand Momentum Continues in August
• Auto demand momentum remained strong in August for 2Ws, PVs & trucks with registration up 24-29% YoY
• However, tractors grew just 3% YoY
• Estimate that domestic wholesales grew ~36-43% YoY for PVs & trucks, and ~10% for 2Ws & tractors
• August wholesales were in-line for Maruti, Hero Moto & HYUNDAI, and ahead for the rest.

CLSA Price Action – Laurence Balanco

• Outlook for the Nifty remains largely unchanged
• Price action continuing to consolidate beneath both the 200DMA and the June-July highs at 24,515-24,801
• Prolonged period of indecision reflects the lack of clear directional leadership within the large-cap universe
• Leaves the index trapped within the broader trading range that has been in place since the October 2024 peak
• Longer-term range is defined by support at 21,700-22,182 and resistance at 26,000-26,300
• Until either boundary is decisively breached, the path of least resistance is likely to remain sideways
• Beneath the surface, however, market breadth remains considerably more constructive
• NSE Midcap and NSE Smallcap indices continue to display significantly stronger technical profiles than their large-cap counterparts
• NSE Midcap Index remains in a well-defined uptrend following its breakout from the 2024-2026 trading range
• A development that continues to support an upside objective of 77,700-78,000
• NSE Smallcap Index breakout remains intact and continues to support an upside target of 25,000.

Disclaimer: The views and opinions expressed by the investment advisers on NDTV Profit are of their own and not of NDTV Profit. NDTV Profit advises users to consult with their own financial or investment adviser before taking any investment decision.

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iPhone 18 Pro Launch: 10 Biggest Upgrades Expected Ahead Of Apple's Sept 9 Event

Apple is preparing for one of its biggest product events of the year, with the company scheduled to host its launch event on Sept. 9. The iPhone 18 Pro and iPhone 18 Pro Max are widely expected to be among the new devices unveiled at the event.

Apple has not yet confirmed the specifications of its upcoming iPhones. However, leaks and reports from publications including MacRumors, Macworld and Tom's Guide have pointed to several possible changes.

A20 Pro Chip

The iPhone 18 Pro is expected to feature Apple's next-generation A20 Pro chip. According to MacRumors, the chip could be manufactured using TSMC's 2nm process, moving beyond the 3nm technology used for the current A19 Pro.

ALSO READ | iPhone 18 Pro Max: Five Upgrades That Could Make iPhone 17 Pro Max Users Switch

Bigger Battery

Battery life could be one of the more noticeable improvements in the iPhone 18 Pro series. MacRumors has reported that leaked information points to a battery capacity of 5,391mAh for the iPhone 18 Pro Max.

For comparison, the iPhone 18 Pro is expected to have a battery capacity of around 4,200mAh to 4,300mAh, according to leaked specifications compiled by 91mobiles. None of these figures has been officially confirmed.

6.3-Inch Display

The iPhone 18 Pro is not expected to get a major increase in screen size. MacRumors reports that the Pro model could retain a 6.3-inch display, while the Pro Max is expected to continue with a 6.9-inch panel.

LTPO+ Display

According to MacRumors, Apple could introduce upgraded LTPO+ display technology with the iPhone 18 Pro models. The newer technology could help reduce power consumption.

Variable Aperture Camera

The camera could receive one of the biggest upgrades. MacRumors reports that the iPhone 18 Pro models are expected to feature a 48-megapixel main camera with a variable aperture.

A variable-aperture system can adjust the amount of light entering the camera, potentially giving the iPhone more flexibility when taking photographs in different lighting conditions.

Smaller Dynamic Island

Apple could also make the Dynamic Island smaller. MacRumors and Macworld have both reported on changes to the front-facing hardware that could allow Apple to reduce the space occupied by the Dynamic Island, giving users slightly more uninterrupted screen space.

Under-Display Face ID

The smaller Dynamic Island is also linked to possible changes in Face ID technology. Macworld has reported that Apple could move some Face ID components underneath the display.

Apple's New C2 Modem

The iPhone 18 Pro series is also expected to get Apple's next-generation C2 modem. MacRumors has reported that the C2 could bring improvements in cellular connectivity and power efficiency.

This would further Apple's move towards developing more of its own connectivity hardware rather than relying entirely on third-party modem technology.

ALSO READ | iPhone 18 Pro Vs iPhone 18 Pro Max: Display, Battery, Camera Differences To Know

New Connectivity Hardware

The iPhone 18 Pro could also receive an updated wireless connectivity chip. MacRumors reports that Apple is expected to introduce an N2 chip, following the N1 chip used in the current generation, which supports technologies including Wi-Fi 7, Bluetooth 6 and Thread.

Colours And Design

Apple could also introduce new colour options for the Pro models. Recent reports have pointed to shades such as Dark Cherry, although the final names and availability remain unconfirmed.

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London Stock Exchange Joins Forces With Kraken Parent to Explore Tokenised UK Stocks

The London Stock Exchange is partnering with Payward, the parent company of Kraken, to explore tokenising shares of the 100 largest London-listed companies through the xStocks protocol. The first batch is expected to launch in the coming weeks. Subject to regulatory approval, the LSE also plans to explore listing and trading these tokenised securities on its LSE 24 venue.

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Vishwanath & Sons BO Collection Day 18: Suriya Starrer Keeps The Momentum Going

Suriya starrer Vishwanath & Sons is continuing its box office journey as the film enters another day of its theatrical run. The Tamil drama has stayed in cinemas into its third week, with audiences still turning up for the film.

Box Office Collection Day 18

The Tamil film has collected Rs 55 lakh net Live on Day 18 from 1,264 shows, with an occupancy of 18.5%. Its India net collection has reached Rs 116.55 crore, while the India gross collection stands at Rs 134.95 crore, according to the latest figures from trade tracker Sacnilk. Final Day 18 figures are awaited.

The Tamil version earned Rs 28 lakh Live from 585 shows, recording 19% occupancy. The Telugu version collected Rs 27 lakh live across 679 shows, with an occupancy of 18%.

ALSO READ | Malayalam, Telugu, Tamil OTT Releases This Weekend: Anbe Diana To Part-Timers — Here's What To Watch

Box Office Collection So Far

Vishwanath and Sons opened with Rs 15.35 crore on Day 1 and saw its biggest single-day collection on Day 2, when it earned Rs 22.25 crore. Day 3 added Rs 20.55 crore, while Day 4 recorded Rs 7.80 crore. The film collected Rs 6.35 crore on Day 5, Rs 5.10 crore on Day 6 and Rs 4.20 crore on Day 7, taking its first-week total to Rs 81.60 crore.

In the second week, the film earned Rs 4.50 crore on Day 8, followed by Rs 7.25 crore on Day 9 and Rs 7.30 crore on Day 10. It then collected Rs 2.05 crore, Rs 2.80 crore, Rs 2.35 crore and Rs 1.30 crore from Day 11 to Day 14, taking the second-week total to Rs 27.55 crore, as per Sacnilk.

About Vishwanath & Sons

Vishwanath & Sons follows Sanjay Vishwanath, an international shooter whose life changes as he faces ageing, family responsibilities and an unexpected romance.

Directed by Venky Atluri, the film stars Suriya, Mamitha Baiju, Raveena Tandon and Radhika Sarathkumar. G. V. Prakash Kumar has composed the music, while Nimish Ravi handled the cinematography and Navin Nooli edited the film.

ALSO READ | Vishwanath & Sons Box Office Collection Day 17: Suriya Film Sees Slight Dip, Check Sunday Earnings

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8-Year-Old Boy Run Over In Bandra; Woman Driver Arrested For Rash Driving

An eight-year-old boy was killed after he was knocked down and run over by an SUV driven by a woman who was distracted while speaking on her mobile phone at the time of incident, according to reports. 

Police have identified the deceased boy as as Ansh Ravindra Gupta, 8, while the accused woman has been identified as Megha Rawal, 45, news agency PTI reported.

Police arrested the driver of the SUV and further investigation into the circumstances surrounding the fatal crash is underway. 

According to police, the incident took place in the afternoon on John Baptist Road, opposite Jijamata Garden, when the boy, Ansh Ravindra Gupta, was crossing the road.

“Rawal drove the vehicle recklessly at an excessive speed and, while distracted on a phone call, forcefully knocked Gupta down and ran the vehicle over him,” a police official said, according to PTI.

The child suffered severe injuries in the accident and was rushed to Holy Family Hospital. However, doctors declared him dead on arrival, police said.

ALSO READ : Andhra Pradesh Accident: Seven People Including Three Women Killed In Palnadu

Rawal, a resident of Bandra, has been booked under Section 105 of the Bharatiya Nyaya Sanhita (BNS), which deals with culpable homicide not amounting to murder. 

Police have also invoked Sections 281 and 125 of the BNS, relating to rash driving and acts endangering life or personal safety.

In addition, she has been booked under Section 184 of the Motor Vehicles Act for dangerous driving, police said.

(With PTI inputs)

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Sooryavanshi's Cheeky Reply Amid Doubts Over His Bowling: "I'm A Wicket-Taker"

Vaibhav Sooryavanshi showed his wicket-taking prowess in East Zone's Duleep Trophy victory over North East Zone, striking twice in the latter's second innings. The 15-year-old, who had earlier shown glimpses of his left-arm off-spin during the U19 World Cup, used his bowling skills to good effect with the red ball too. After the match, Sooryavanshi confessed that East Zone captain Ishan Kishan thought it would be a risk to give him the ball. The 15-year-old cheekily said that Kishan wasn't aware of his wicket-taking skills.

"Ishan bhaiya felt like he was taking a risk by giving me the ball. But he doesn't know that I am a wicket-taker," Sooryavanshi said, in a video shared by BCCI.

"If you ask batters, they always enjoy bowling. A batter bowling or a bowler batting is enjoyable for the player. Wickets weren't falling for the opposing team.I was asked to bowl two or three overs," he shared.

Sooryavanshi revealed that he knew he would get only a handful of overs to bowl, and therefore, he tried to keep things simple and get the basics right.

Meet the secret wicket-taker who enjoys bowling and answered his captain's 'risky' call - By @jigsactin#DuleepTrophy pic.twitter.com/ZhZ0QkeyZm

— BCCI Domestic (@BCCIdomestic) August 29, 2026

"In my mind, I knew that even if I take five wickets, I am only going to get three overs to bowl. I tried to bowl as best as I could, in one spot, and to finish my spell. It was a lot of fun because batting didn't go so well in the last match, so contributing to the team with the ball was fun. When a batter takes a wicket, there is no greater enjoyment than that," Sooryavanshi said.

Making his Duleep Trophy debut, Sooryavanshi had a disappointing outing with the bat, scoring just 8 runs. However, his two late wickets ensured that he had a meaningful contribution to the team's victory.

East Zone ultimately won by an innings and 210 runs.

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How Much Storage Do You Need on a Smartphone?

In recent years, storage space has become one of the most influential factors behind a a new smartphone purchase. While powerful performance allows you to install and play high-end games and great cameras help capture higher-resolution photos, all of these can eat through gigabytes surprisingly quickly. At the same time, 64GB phones have largely become outdated, and 128GB usually serves as a starting point on most affordable and mid-range smartphones. Some flagships also offer 256GB as the base storage, albeit a premium price.

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Vivo T5 Roundup: Launch Date, Expected Price in India, Features, Specifications and More

Vivo is all set to expand its T-series lineup in India with the upcoming T5 5G. It is expected to join other models in the brand’s mid-range lineup, which already comprises the Vivo T5 Lite 5G, T5x 5G, and T5 Pro 5G. In the days leading up to its launch, several details about the upcoming handset have been teased. The Vivo T5 5G is confirmed to sport a 1.5K 144Hz display. It will be powered by a MediaTek chipset and pack a 7,000mAh-class battery.

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How to Transfer Contacts From Android to iPhone: A Step-by-Step Guide

Apple allows users to transfer their contacts from an Android phone to a new iPhone using simple steps. If you are migrating to a new iPhone from an Android handset, you can download the Move to iOS app from the Google Play Store on your Android phone to transfer the data. However, this will only work when you are setting up your new iPhone. If you have already set up your iPhone, you can choose to sync your Android phone's contacts with your Google account and log in with the same Google account on your iPhone.

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Samsung Galaxy Z Flip 8 Review: A Better Flip, But Not a Bigger Leap

The Samsung Galaxy Z Flip 8 is a polished and capable foldable that gets most of the basics right. Its slimmer design, excellent displays, useful FlexWindow features, and mature One UI experience make it one of the better flip phones around. However, the phone feels remarkably close to its predecessor in several important areas. Samsung appears to be taking bigger design risks with its book-style foldables while playing it safer with the Flip. For existing Flip 7 owners, the upgrade feels difficult to justify.

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Samsung Galaxy S26 FE vs Galaxy S25 FE: Full Comparison

The Samsung Galaxy S26 FE and Galaxy S25 FE share several core specifications, including their display, battery capacity and camera hardware. However, the newer model upgrades the chipset to the Exynos 2500, moves to Android 17 with One UI 9 and promises seven generations of OS upgrades. It also offers slightly longer rated video playback, while the older model has faster USB 3.2 Gen 1 connectivity. The Galaxy S26 FE's India price is still unknown, making the S25 FE the more established option for now.

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