Buy, Sell, Hold: What stocks and sectors are analysts betting on?

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26 Aug, 2025 12:21

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IndusInd Bank

CLSA has a buy call on the stock with an increased target price of Rs 1,680 from Rs 1,450. The bank remains its top pick in the sector. The research firm sees 25 percent earnings CAGR over FY16-19 and believes that the bank’s growth will be led by higher share of non-retail loans over the next three years.

Additionally, cross-selling customer base may lift the share of non-retail loans to 25 percent over three years. It highlighted that the CASA franchise was doing well and recent rate cuts may add to the upside. Furthermore, it sees a scope for another 100 basis points cut in rates in three years. On risk, it sees pressure on corporate loan growth on the back of soft demand.

Kotak Mahindra Bank

JPMorgan has a neutral rating on the stock with a target price of Rs 750. The research firm believes that the stock could stay under pressure ahead of its board meeting on March 30. The current valuations are expensive as well in the context of slow revenue growth potential, it said.

Analysts at the firm also believe that the merger and a stake dilution by the promoters is unlikely. The only motivation for a possible fundraising could be acquisitions in NBFCs and loan assets. Overall, it sees long term growth potential as it is a bank with a strong balance sheet.

Bank of America Merrill Lynch has a buy call on the stock with an increased target price of Rs 1,050. It pointed that the growth in FY17 was weaker as the focus was on integrating the bank with ING Vysya Bank. From the next fiscal, the bank will focus on growth and operating leverage. The research firm sees consolidated earnings per share (EPS) growth of around 44 percent, 25 percent and 25 percent in FY17, FY18 and FY19, respectively.

Goldman Sachs believes the fundraising exercise by the bank is a surprise and could have been done either to reduce stake as per RBI’s directive or for acquisition purposes. The bank has a strong CET1 ratio of 14.9 percent, over the fully loaded Basel required ratio. The research firm expects the bank’s ratio to be still comfortable at 15.90 percent by FY19.Divi's Labs

Ambit is upbeat on Divi’s Labs as it believes the worse is over for the pharmaceutical major with the import alert on its Unit-II facility. It further adds that the current stock price factors in worst case scenario. In fact, one can use the current skepticism in the stock as an opportunity for a bargain buy. But it also expects stock to be volatile in the near term. The company has an excellent capital allocation track record and outlier chemistry skills, it said.

Media

CLSA has Dish TV and Zee as the main picks in the media space. It sees digitization in phase-IV markets seeding over 40 percent and expects it to gather momentum by FY19. On Zee Entertainment, it expects domestic subscription revenue to see 18 percent CAGR over FY17-19.