Check out the latest brokerage calls and analyst comments on the stocks in action today. Our coverage includes TCS, Bajaj Auto, Larsen & Toubro and more.
Macquarie On TCS
Outperform Call, Target `5,740/Sh
Co Is Growing Faster Than Infosys In Spending Rebounds
Expect More Cloud Migration Deals To Be Bundled Between Applications & Infra Services
See TCS As Better Positioned Than Infosys
Expect TCS To Grow Faster Than Infosys In Both FY26 & FY27
CLSA On Bajaj Auto
Underperform Call, Target `7,000/Sh
With An Attractive Price Point Of `2.17 Lk, Believe Speed T4 Hits Right Spot
Bajaj Auto Delivered 60,000 Triumph Motorcycle In FY24
New Launch Looks Promising But Remain Cautious On Increasing Competitive Intensity
Cautious Over Growth Moderation In >250cc Motorcycle Segment
There Is Continued Pressure In Key Export Markets
Jefferies On L&T
Buy Call, Target `4,165/Sh
Co Reiterated FY25 Order Flow & Rev Growth Outlook Is Achievable Given The Pipeline & Orderbook
Rev Guidance Factors Execution Delays From Govt Activity Taking 3-6 Mths To Pick Up Post Elections
Believe Budget Gives Confidence On Medium-term Double-digit Capex Growth Being Intact
Jefferies On Adani Ports
Buy Call, Target `1,910/Sh
Management Is Confident On Double-digit Volume Growth
Co Retained Its FY25 Volume Guidance With New Port Operations Expected In H2
Capex Prudence And Return Focus Remain
Mkt Sh Gains Continue, With Dedicated Freight Corridor Commissioning At Mundra Also Helping
Citi On LTIMindtree
Sell Call, Target `5,635/Sh
Co Continues To Reiterate That Q2 Revenue Growth Trends Will Likely Be Similar To Q1
Margin May See Continued Pressure As Growth Is Moderate & From Cost Takeout Deals
Valuations At 32x FY26 Consensus EPS
Kotak Instl Eq On Emcure
Initiate Add, Target `1,655/Sh
Emcure Is One Of The Few Indian Pharma Majors With No Direct US Generics Exposure
There Is Greater Earnings Stability With No Direct US Generics Exposure
Co Has Built A Complex Portfolio Across India, Canada, Europe And EMs
Expect Emcure To Report A 14% Overall Sales CAGR Over FY2024-27
On A Low Base, Expect Improved Productivity Post The 20%+ Field Force Addition Since FY22
Higher Capacity Utilisation Of New Facilities To Drive Robust 19%/30% EBITDA/EPS CAGR Over FY24-27
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