Swiggy, Siemens, DLF, TVS Motor Company were among major gainers on NSE on Thursday. Indian markets were trading firm with NSE Nifty trading 100 points higher. Overall market sentiment is cautious but we have witnessed stock specific moves this week. Automobile stocks have managed to gain as the government announced changes to GST slabs. Swiggy Limited is navigating profitability concerns while enjoying buoyant analyst support and imminent inclusion in the MSCI index. TVS Motor Company has cemented a strong momentum play with consistent financial strength but remains shadowed by debt concerns. Meanwhile, DLF Limited has reported blockbuster sales and double-digit profit growth, reaffirming its stature in India’s luxury real estate market. For investors, these developments point towards opportunities laden with both promise and risk—where timing, sector strategy, and macro awareness will dictate returns.

Swiggy: A Balancing Act Between Growth and Profitability

Swiggy, India’s leading name in food delivery and quick commerce, is a case study in both ambition and volatility. Over the past week of trading, the stock demonstrated strong upward momentum, rising more than 5% intraday on August 21, 2025, before closing at ₹441.45, roughly a 4.85% gain from its previous close of ₹421.05. This rally comes just days after a 3% jump on August 18, spurred by the company’s decision to raise its platform fee — a move interpreted as an early step toward margin repair.

Yet the optimism is shadowed by financial headwinds. Swiggy’s Q1 FY26 earnings revealed a doubling of net losses, despite a substantial surge in revenues. Management attributed the losses to heavy capital deployment in quick commerce expansion and supply chain infrastructure enhancements. Such aggressive investments are consistent with Swiggy’s narrative of dominance in a high-growth category, yet they ignite questions of sustainability.

The stock could see fresh liquidity inflows in the days ahead. Swiggy’s scheduled entry into the MSCI Global Standard Index on August 26, 2025 is estimated to drive $293 million in passive fund allocations, creating a technical upside regardless of fundamentals.

Analyst Sentiment

Despite short-term turbulence, analyst forecasts lean decisively bullish:

Jefferies: Upgraded to Buy with a target of ₹500, describing Swiggy as a “high risk-high reward” story, while noting potential stabilization after dark-store expansion slows.

Motilal Oswal: Raised its target based on rising average order value (AOV).

DAM Capital: Forecasts 28% revenue growth, citing scalability in delivery and quick commerce.

ICICI Securities: Optimistic with a ₹740 target, one of the highest among peers.

JM Financial: More conservative, setting ₹450 as the fair value.

An aggregate look at 25 analysts shows that the average 1-year price target is ₹456.63, with the spectrum stretching between a bearish ₹260 and a bullish ₹740. Such wide forecasting underscores volatility but also hints at potential breakout opportunities for willing investors.

Investor takeaway: Swiggy offers clear upside linked to consumption growth and index-based inflows. Yet, margin execution and investment cycles remain the risk variables.

TVS Motor: Sustained Growth, Lingering Leverage

TVS Motor Company has been a steady outperformer, recently rallying to a new 52-week high of ₹3,274.70 before consolidating at ₹3,231.60 as of August 20, 2025. Within the past week alone, the stock outpaced major benchmarks with a 7-8% rise, underlining its momentum-driven profile.

The fundamental picture justifies this performance. TVS has turned in seven straight profitable quarters, showcasing annual net sales growth of 23.92% and operating profit expansion of 36.29%. Such consistency has strengthened investor conviction, reflected in institutional holding levels of 41.23%.

Yet beneath the solid growth lies a cautionary note: the company’s debt-to-EBITDA ratio stands at 3.21x. This leverage level signals potential constraints in servicing obligations if macro or operating environments tighten. Despite this, ample liquidity in the stock suggests active participation and continued market trust.

Analyst Sentiment

The analyst community has maintained a 'Buy' consensus (38 analysts polled), highlighting confidence in both growth trajectory and sectoral tailwinds.

JM Financial: Target of ₹3,150, reinforcing a bullish stance.

Geojit Financial Services: More conservative at ₹2,774, still supportive of upside.

Nomura: Sees TVS as a major beneficiary of a potential GST cut in the auto sector.

Market expert Dipan Mehta: Prefers TVS alongside Eicher Motors over Bajaj Auto, pointing to operational execution strength.

Averaging across forecasts, the 12-month target price settles at ₹2,955.79, with projections ranging from ₹1,870 (lowest) to ₹3,500 (high case). Recent price action shows a breakout from a consolidation band, an encouraging signal for technical traders aligned with the fundamentals.

Investor takeaway: For those willing to accept moderate balance sheet risk, TVS Motor offers a potent combination of growth, sector upside, and market leadership.

DLF: Riding the Luxury Housing Wave

India’s real estate bellwether, DLF Limited, has reignited sector enthusiasm with exceptional Q1 FY26 results. For the quarter ending June 2025, net profit rose 18–19% year-on-year, to approximately ₹765 crore, while consolidated revenue surged 99% to ₹2,716 crore.

The real highlight: sales bookings of ₹11,425 crore, a 78% YoY jump, largely propelled by record-breaking demand for its Privana luxury ecosystem. This reinforces DLF’s grip on the high-end residential market, signaling both pricing power and sustained consumer appetite in a sector that has historically swung with macro cycles.

Despite trading 17% below its 52-week high of ₹929 (as of August 18, closing at ₹768.90), the robust operating performance has helped offset the drag from its price correction.

Analyst Sentiment

The conviction on DLF is broadly consistent: 22 analysts rate it a Strong Buy. Nonetheless, price targets reflect adjustments in outlook.

JPMorgan: Reduced fair value to ₹900 from ₹1,000, citing caution but maintaining Overweight.

UBS: Trimmed target to ₹920, still on a Buy call.

HSBC: Continues to back a ₹920 Buy rating.

CLSA: Retains Outperform with a ₹975 target.

ICICI Securities: Positions fair value at ₹880.

Consensus centers around an average 12-month target of ₹961.67, with estimates ranging from ₹740 (downside) to ₹1,060 (upside potential). Given current price levels, this implies material upside if DLF continues executing its high-value pipeline.

Investor takeaway: DLF is not just riding a cyclical real estate recovery but actively shaping it through execution in the premium segment. For long-term investors, it offers exposure to luxury housing demand — albeit with cyclicality risks.

Takeaways for Short Term Traders and Investors

Swiggy is a growth-at-all-costs play. Index flows and structural consumption trends support the bull case, but investors must price in volatility.

TVS Motor represents steady growth with hidden leverage risk. Its operational consistency is unmatched, but its balance sheet warrants scrutiny if economic tightening emerges.

DLF stands out as a beneficiary of India’s luxury housing wave. Backlog strength and execution offer strong tailwinds, but price volatility makes entry timing critical.