BUZZ-STREET VIEW-India's Samvardhana Motherson seen revving up non-auto growth engines

** Shares of India's Samvardhana Motherson SAMD.NS jump 2.41% to 135.27 rupees

** Auto-parts maker reported a 42.5% rise in Q4 profit to 14.97 billion rupees ($155.3 million)


NON-AUTO BUSINESSES, ACQUISITIONS DRIVE OPTIMISM

** Jefferies ("buy", PT: 160 rupees) says recent acquisitions, expansion in aerospace and electronics should boost growth in FY27-28, despite near-term commodity cost pressures

** Morgan Stanley ("overweight", PT: 150 rupees) says aerospace and consumer electronics businesses could become key stock drivers as global auto production slows

** JPMorgan ("overweight", PT: 145 rupees) says emerging businesses should drive revenue momentum, while aerospace order visibility remains strong

** BofA Securities ("neutral", raises PT to 150 rupees from 140 rupees), says execution in non-auto diversification and M&A will be key for re-rating

** Investec upgrades stock to "buy" and raises PT to 160 rupees from 145 rupees, citing improving global OEM outlook and ramp-up in aerospace and electronics businesses



($1 = 96.4000 Indian rupees)


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