Nomura
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Background
From 7 stories, the newest dated 6 Oct 2026. Summary written 10 Oct 2026.
Nomura is a brokerage that publishes research on Indian listed companies, issuing ratings and target prices across consumer, e-commerce, telecom, spirits and auto-marketplace names.[1] source: Financial Express[2] source: Moneycontrol[3] source: Financial Express[4] source: NDTV Profit
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It also publishes estimates on consumer demand, including festive-season consumption and the effect of price hikes on rural demand.[5] source: Business Standard[6] source: Financial Express
On 25 September 2026 Nomura initiated Meesho at Reduce with a Rs 167 target price, which implies nearly 24% downside, citing premium valuation versus Eternal and Swiggy.[3] source: Financial Express On 30 September 2026 it initiated Allied Blenders & Distillers at Buy with a Rs 850 target price.[1] source: Financial Express On 6 October 2026 Moneycontrol reported that Nomura retained Buy on Godrej Consumer Products with a Rs 1,110 target price, expecting around 17% consolidated revenue growth in Q2 FY27.[7] source: Moneycontrol In September 2026 Nomura also retained Buy on CarTrade Tech with a Rs 3,340 target price.[4] source: NDTV Profit It kept a Neutral rating on Vodafone Idea and called the company's free-roaming bundle "smart".[2] source: Moneycontrol
On 1 October 2026 Financial Express reported that, after a 12.5% monsoon rainfall deficit, Nomura warned further price hikes could pressure demand.[6] source: Financial Express A Nomura estimate from November 2024 put festive consumption growth at 15 per cent, down from 32 per cent in 2023.[5] source: Business Standard
Sources
Questions about Nomura
What is Nomura's current strategy in India?
Nomura initiated Meesho at Reduce with a Rs 167 target price in September 2026 and initiated Allied Blenders & Distillers at Buy with a Rs 850 target price in September 2026. In October 2026 it retained Buy on Godrej Consumer Products with a Rs 1,110 target price.[7] source: Moneycontrol[1] source: Financial Express[3] source: Financial Express
Stories that mention Nomura
5 stories
Nomura is named in these stories but is not their subject.
- Nomura initiates Paytm at Buy with Rs 2,250 target as NPCI defers UPI MDR framework until after Diwali
- FMCG Q2 FY27: double-digit revenue growth expected, but crude, palm oil and packaging costs squeeze margins
- ITC falls 2% as 36 crore shares change hands in Rs 9,437 crore block deal; cigarette prices raised up to 12.66%
- Bajaj Finance hits 52-week high as Q1 profit rises 29% and broker sentiment turns bullish
- Adani Enterprises Upsizes QIP to Rs 15,000 Crore on 3.8x Demand