On a recent evening of NDTV Profit's Ask Profit programme, two market analysts, Sameer Dalal and Sachin Sarvade, weighed in on five Indian companies whose shares have wavered under the weight of slowing growth and uncertain orders. Their verdicts, a patient hold, a wait for stability and a single firm sell, reflect an old truth of markets: prices carry the memory of past promise, and the investor must decide whether that memory still counts. The advice is offered as one view among many, and it rests on the quiet understanding that the future of these companies has not yet been written.
Analysts Split on Infosys, Coforge, Himadri, Sterling and Wilson and Jyoti CNC: Hold, Wait, or Sell?
Not a sell for sure, but don't average out
Mark
Five stocks, and mostly the answer is hold. Is that a strong signal?
Mimi
It's a cautious one. Dalal's holds on Infosys and Sterling and Wilson both come with conditions: growth that is slow, or an order that hasn't arrived.
Luke
Worth saying these are two individuals' views on one show. They aren't a consensus of the market.
Mark
What's his case on Infosys?
Mimi
Guidance is weak, growth has tapered since the COVID years, and he thinks margins improve once AI is integrated. But he puts the payoff in a year or more.
Luke
The AI margin point is his expectation. The piece offers no data behind it.
Mark
And Coforge?
Mimi
Not a sell, but don't average down. Wait for the stock to settle.
Luke
He calls growth a serious concern yet expects a rally. The timing is left vague, just not immediately.
Mark
Sterling and Wilson hangs on RIL?
Mimi
Partly. Talks are active, but Dalal says a lot depends on the order itself.
Luke
Active discussions are not a signed contract. That's still unknown.
Mark
Why the sell on Jyoti CNC when Himadri gets a hold?
Mimi
Sarvade reads Jyoti's chart as lower highs and lower lows. Himadri has recovered 65% from its drop of about 44%.
El Pulso
- Infosys has slid back to December 2020 levels after weak fourth-quarter results, and the analyst's answer is to hold rather than add.
- Coforge's price is slipping, and the warning against averaging down cuts against the instinct of investors trying to buy the dip.
- Sterling and Wilson waits on a possible RIL order that has not yet materialised, leaving revenue flat and the outlook hanging on one negotiation.
- Himadri has bounced back 65% from a steep fall, but the analyst says the recovery is complete and the stock now needs a new base to build on.
- Jyoti CNC is locked in a lower-high, lower-low pattern, and the advice is blunt: holders should exit.
On a recent evening of NDTV Profit's Ask Profit programme, two market analysts, Sameer Dalal and Sachin Sarvade, weighed in on five Indian companies whose shares have wavered under the weight of slowing growth and uncertain orders. Their verdicts, a patient hold, a wait for stability and a single firm sell, reflect an old truth of markets: prices carry the memory of past promise, and the investor must decide whether that memory still counts. The advice is offered as one view among many, and it rests on the quiet understanding that the future of these companies has not yet been written.
Two analysts from the brokerage and research world sat down for NDTV Profit's Ask Profit show to answer viewer questions about five listed companies. The mood was cautious. Few of the names offered an easy buy, and the most common word was patience.
Sameer Dalal opened with Infosys, trading near Rs 1,168.60. He called the company's growth guidance unencouraging and noted that growth has been tapering since the pandemic-era surge. He does not expect IT valuations to reset quickly, but he believes margins may recover as AI integration spreads across the sector. His answer was to hold, with the reward likely a year or more away. Coforge, near Rs 1,144.60, received a similar message: not a sell, but no reason to buy more as the price falls. Dalal wants signs of stabilisation first and considers growth a real concern, though he expects a rally eventually.
His view on Sterling and Wilson Renewable Energy, at Rs 214.77, was also a hold. Fourth-quarter revenue did not grow, though margins beat his expectations. Talks with Reliance Industries over orders offer hope, but he stressed that everything depends on whether those orders actually arrive.
Sachin Sarvade handled Himadri Speciality Chemical, at Rs 572.05, and kept it at hold. The stock had fallen roughly 44% from its peak and then climbed back 65%. In his reading, that recovery has run its course and a base has formed near the 20-month average. Jyoti CNC Automation, at Rs 732.20, was the one clear sell. Its lower-high, lower-low pattern signals a downtrend, and he advised holders to leave.
The programme reminded viewers that these opinions belong to the advisers, not the publication, and that personal financial advice should be sought before acting. What remains to watch is whether Coforge steadies, whether the RIL order becomes real, and whether Jyoti CNC's decline keeps going.
On NDTV Profit's Ask Profit show, two market analysts took viewer questions about five listed companies and came back with a mix of holds, a wait-and-watch and one outright sell. The analysts were Sameer Dalal of Natverlal & Sons Stockbrokers Pvt Ltd and Sachin Janardan Sarvade, AVP Derivatives, Retail Research, at IDBI Capital Markets and Securities Limited.
The first question was whether to add Infosys, which was trading at Rs 1,168.60. Dalal said hold. He called the company's growth guidance unencouraging and said growth has been tapering since the COVID-era surge. He did not expect a quick de-rating of IT valuations, and he expected margins to improve once AI integration takes hold across the sector. In his view the stock will deliver growth in a year or more, not soon. NDTV Profit has separately reported that Infosys shares fell to December 2020 levels after weak fourth-quarter results.
Coforge, at Rs 1,144.60, drew a wait-and-watch from Dalal. He said it is certainly not a sell at the current price, but he warned holders not to average down, meaning not to buy more as the price slips. He wants the stock to stabilise first and called growth a serious concern for the company. He expects the stock to rally eventually, though not immediately.
Sterling and Wilson Renewable Energy, at Rs 214.77, also got a hold from Dalal. He said the fourth-quarter results surprised him because revenue did not grow, though margins came in better than he expected. He noted that the company is in active discussions with RIL (Reliance Industries) for orders. He called that positive for the stock but said much depends on whether the order actually materialises.
Sarvade took the other two names. On Himadri Speciality Chemical, at Rs 572.05, he also said hold. He described the trend as strong with good structure. The stock had fallen about 44% from its all-time high and has since recovered 65%. He said the recovery is done and the base has formed around the 20-month average.
Jyoti CNC Automation, at Rs 732.20, was the one clear sell. Sarvade said the stock is trading in a lower-high, lower-low formation, which he reads as a negative trend. His advice was that anyone holding it should sell.
NDTV Profit attached its usual disclaimer: the views belong to the advisers, not the publication, and readers should consult their own financial adviser before investing. For now, the things to watch are Coforge's stabilisation, any confirmation of the RIL order for Sterling and Wilson, and whether Jyoti CNC's downtrend continues.
Citas Notables
If anyone is holding Jyoti CNC, they should sell it; the trend is negative.— Sachin Sarvade, IDBI Capital
Coforge is not a sell at the current price; wait for it to stabilise and don't average out.— Sameer Dalal, Natverlal & Sons Stockbrokers
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