Every analyst call
Every public market call we’ve tracked, newest first. Filter by instrument, direction, grading status, analyst, firm, or sector — every combination is a shareable link.
Sentiment · Nifty Infrastructure
Analysts lean bullish
42 analyst stances matching these filters · one per analyst
Trackable
16 · 12 bull / 1 neutral / 3 bear
Long-Horizon
none in window
Commentary
26 · 24 bull / 1 neutral / 1 bear
Bullish 85.7% (36)Neutral 4.8% (2)Bearish 9.5% (4)
Date range
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Bullish on payment aggregators, expecting them to be major beneficiaries of the new MDR framework. Companies like CCAven…” | Deven ChokseyDRChoksey FinServ Pvt. Ltd | Nifty Infra | PENDING | |
| “Bullish on NSE IPO, recommending 'Subscribe'. The issue is priced at 47.3x TTM earnings, comparable to BSE's 48.9x, but …” | JM Financial AnalysisJM Financial Institutional Securities | Nifty Infra | PENDING | |
| “Jefferies remains constructive on the AI investment cycle despite near-term financial pressure on hyperscalers, projecti…” | Jefferies AnalysisJefferies | Nifty Infra | PENDING | |
| “Bullish on Bitcoin, noting its strong correlation with high-growth technology assets like Nvidia, with a rolling 90-day …” | Prateek GuptaMudrex | Nifty Infra | PENDING | |
| “Bullish signals are flashing for Action Construction Equipment, Aegis Logistics, Acutaas Chemicals, and Schneider Electr…” | ETMarkets AnalysisETMarkets.com | Nifty Infra | PENDING | |
| “IRB Infrastructure Developers is anticipated to reach a target price of Rs 28, suggesting a 42% upside potential from it…” | ETMarkets AnalysisETMarkets.com | Nifty Infra | PENDING | |
| “Bullish on Larsen and Toubro for the medium term, with a target price of ₹4,300. The company is considered the purest la…” | Rahul GhoseHedged.in | Nifty Infra | NOT GRADED | |
| “Bearish on US technology companies involved in AI infrastructure due to potential 'massive capital destruction'. He expe…” | Chris WoodJefferies | Nifty Infra | PENDING | |
| “Bullish on Welspun Corp, citing strong prospects due to global investments in oil and gas infrastructure, driven by geop…” | Dipan MehtaElixir Equities | Nifty Infra | PENDING | |
| “Bullish on Diamond Power Infrastructure with a target price of ₹300, which translates into an upside of 25% over its cur…” | InCred Equities AnalysisInCred Equities | Nifty Infra | NOT GRADED | |
| “Bagla is favorably inclined towards growth themes such as financialization of savings, premium consumption, infrastructu…” | Sandeep BaglaTRUST Mutual Fund | Nifty Infra | PENDING | |
| “Bullish on JSW Infrastructure, recommending investors to buy, hold, and accumulate the stock. He sees an upside target o…” | Rajesh PalviyaAxis Securities | Nifty Infra | NOT GRADED | |
| “Sudip Bandyopadhyay is bullish on Adani Enterprises, viewing the Adani Group's ambitious $15-20 billion capital expendit…” | Sudip BandyopadhyayIndependent | Nifty Infra | PENDING | |
| “The long-term India investment story remains highly compelling, despite short-term market volatility, making it a market…” | Stefan HoopsDWS | Nifty Infra | PENDING | |
| “Axis recommends KEI Industries as a technical buy for May, targeting ₹5,430-5,665 (13.5% upside) from a buying range of …” | Axis Securities AnalysisAxis Securities | Nifty Infra | NOT GRADED | |
| “Sunil Subramaniam identifies the infrastructure sector as the best medium-term investment theme, citing strong governmen…” | Sunil SubramaniamSense and Simplicity | Nifty Infra | MISS | |
| “Devarsh Vakil of HDFC Securities is bullish on the power and energy sectors, identifying them as top overweight in the f…” | Devarsh VakilHDFC Securities | Nifty Infra | PENDING | |
| “Bearish on infrastructure, citing domestic road and rail capex unlikely to return to the FY19–FY24 pace. Companies with …” | Rakesh VyasQuest Investment Managers | Nifty Infrastructure | PENDING | |
| “Solanki identifies significant investment potential in the power sector, specifically in transmission and distribution, …” | Narendra SolankiAnand Rathi Shares & Stock Brokers | Nifty Infra | MISS | |
| “Devang Mehta remains bullish on the capital expenditure and infrastructure theme, including capital goods, engineering f…” | Devang MehtaSpark Capital Private Wealth | Nifty Infrastructure | PENDING | |
| “Indian family offices are increasingly shifting investments to global markets, particularly the US, for AI opportunities…” | Amit GoelPACE 360 | Nifty Infra | NOT GRADED | |
| “Bearish on domestic consumption, particularly PSU companies, power infrastructure, and road builders, due to government …” | Saurabh MukherjeaMarcellus Investment Managers | Nifty Infra | NOT GRADED | |
| “Asset management companies remain a firm favourite, with SIP inflows providing a stable earnings base. Broking and excha…” | Sunny AgrawalSBI Cap Securities | Nifty Infra | PENDING | |
| “Cautious on companies and sectors with weak pricing power, especially where competitive intensity is high and input cost…” | Sachin RelekarAxis Mutual Fund | Nifty Infrastructure | PENDING | |
| “Pashupati Advani is bullish on the infrastructure and materials sectors, specifically cement and steel. These sectors ar…” | Pashupati AdvaniGlobal Foray | Nifty Infra | HIT |
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