Brokerage radar: Today there are shares of at least 10 companies on the radar of brokerage firms. These include Aurobindo Pharma, ITC, Indus Towers, SBI, BSE, Bharti Airtel, Ramco Cement, Apollo Tires, Trent and Power Grid. Due to the brokerage report, shares of these companies remain in focus today. Let us know what is the opinion about these shares of brokerage and what target price they have fixed for them.
1. Aurobindo Pharma
The UBS has rated the stock “Sell” and has kept the target price of Rs 1,333 per share. However, this target is still about 12 percent above its current price. Brokerage said the company’s US Oral Revenue has reached around 30 million per quarter. The quarterly results remain according to estimates, but there is uncertainty about growth in penicillin business. The company plans to increase the CMO capacity for Merk and its commission is expected to start in 2026.
2. Indus Tower
The CITI has rated “Buy” in this stock and has fixed the target price of Rs 490. This is estimated to be about 35 percent of the previous closing price of the stock. Brokerage said the company has acquired 16,100 towers from Airtel and Hexacom. Brokerage believes this acquisition will strengthen the company’s capital structure and it will not affect dividend payment.
Jefferies has rated “Hold” on BSE and has fixed the target price of Rs 5,250. This is estimated to fall by nearly 6 per cent from the previous closing price of the stock. On the other hand, Goldman Sachs has given it a “neutral” rating and has fixed the target price of Rs 5,650. Brokerage said the quarterly income of BSE was less than estimated due to more contribution to SGF (Settlement Guarantee Fund).
4. State Bank of India (SBI)
Brokerage houses have a mixed opinion about this stock. The brokerage firm HSBC has rated the share to the hold and reduced the target price from Rs 880 to Rs 800. At the same time, Morgan Stanley gave this stock a rating of “Equal Weight” and has kept a target of Rs 865 for this. Whereas Nomura has advised “purchasing” in this stock and fixed the target price of Rs 1,000.
CLSA has rated the stock a “outperform” and for this a target of target price of 1,050. This is estimated to have a rise of nearly 40 per cent from the previous closing price of the stock. Overall, brokerage believes SBI’s asset quality is better, but margin is under pressure and deposits grow weak.
5. Bharti Airtel (Bharti Airtel)
Brokerage firm Morgan Stanley has rated the stock as ‘Equal Weight’ and has kept the target price of Rs 1,650. On the other hand, HSBC has given it a “Buy” rating and has fixed the target price of Rs 1,940. This is estimated to be about 20 percent of the previous closing price of the stock. Whereas CLSA has rated this stock for “outperform” and has a target of Rs 1,860 for this. Brokerage says that Bharti Airtel’s income has seen an increase and a growth has been recorded in the ARPU (Average Revenue Per User), which makes it attractive to invest.
6. Ramco Cements
Nomura has advised purchases in this stock and fixed a target price of Rs 1,000 for this. This is estimated to have a rise of about 13 per cent from the previous closing price of the stock. At the same time, Jefferies has advised it to “hold” and has kept the target price of Rs 845 for this. At the same time, CLSA has rated it for “Underperform” and reduced the target price of 795. Brokerage said that due to weak demand and rising costs, the company’s quarter was less than income estimates, showing pressure on its stock.
7. ITC
Brokerage firm Morgan Stanley has rated the stock to overweight and has a target price of Rs 578. This is estimated to be about 31 per cent up from the previous closing price of the stock. While this stock has been advised to overweight from JP Morgan and its target is kept at Rs 505 per share. At the same time, ITC has seen an increase in income from cigarette business, while the margin of other FMCG products was under pressure.
8. Trent
Foreign brokerage firm Jefferies has asked to hold this stock and has kept the target price of Rs 5,800. At the same time, Morgan Stanley has given this stock a rating of overweight and its target has been kept at Rs 8,032. This is estimated to be about 52 per cent of the previous closing price of the stock. City has advised shopping in this stock and has fixed its target price of Rs 7,800 per share. Trent’s quarterly performance was mixed and stock recently saw a decline of 8%.
9. Apollo Tyres
Morgan Stanley has rated this stock as a “equal-weight” and has a target price of Rs 515. Brokerage said the company’s European business earnings were 14% higher than estimates, but domestic Ebitda was less than expected.
10. Power Grid (Power Grid)
HSBC has a rating of this stock “raduus” and has reduced its target price to ₹ 270. Brokerage said that the net profit of the company was lower than estimated, while capital expenditure (CAPEX) guidance has been increased.
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