Brokerages: Bajaj AI, Apollo, Hero, Trent shine; IndiGo, ICICI Pru face headwinds
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CNBC Awaaz09-12-2025, 07:54

Brokerages: Bajaj AI, Apollo, Hero, Trent shine; IndiGo, ICICI Pru face headwinds

  • Morgan Stanley sees AI as a "game-changer" for Bajaj Finance, boosting productivity and reducing credit risk, maintaining an Overweight rating.
  • JP Morgan highlights strong growth for Apollo Hospitals (adding 4,500 beds) and Hero MotoCorp (increasing market share and EV presence).
  • Macquarie is confident in Trent's Zudio model, focusing on brand strengthening and consumer experience for sustainable growth.
  • Brokerages like Goldman Sachs and BofA express caution on IndiGo due to rising pilot costs and regulatory uncertainties, despite its strong market position.
  • Macquarie found Kaynes Tech's clarification on accounting issues "reasonable" but noted lingering doubts, while affirming strong cash flow and growth.

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