Buy, sell or hold: Focus on 8 largecap stocks for your portfolio

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26 Aug, 2025 12:21

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Here are eight stocks that you can focus todayLupinDeutsche Bank has downgraded sales and earnings due to Mylan’s launch of Fortamet as competition in it will cap near-term earnings growth. It has cut sales and earnings by 3/6 percent & 5/9 percent for FY17/18 respectively. Resolution of Goa 483s will remain key to monitor as forecast sales & earnings CAGR of 11 percent and 19 percent over FY16-18. It sees limited share price upside from current levels. It has maintained hold rating and cut target to Rs 1513 from Rs 1666 per share. USLGoldman Sachs retains sell with target unchanged at Rs 1602 per share. It says liquor ban in Kerala & Bihar under scrutiny margin. Expansion will be below estimates on limited pricing power.

Bharat ForgeMorgan Stanley has equal-weight rating with target increased to Rs 850 from Rs 775 per share. It is positive on domestic business but weak exports lead to EPS cut. It has cut EPS estimates by 14 percent for FY17 and by 13 percent for FY18. It says strong defence order win or market share gains will be positive risks.

Sun PharmaMorgan Stanley has equal-weight rating with target at Rs 846 per share. The comany has sufficiently de-risked its Tildra investment with Almiral deal.

MarutiMorgan Stanley is overweight with target at Rs 5169/share as checks suggest that discounts have come off sequentially. It says leverage gains will offset forex headwinds. EBITDA margin should rise to 15.4 percent in Q2 from 14.8 percent in Q1 and expects compaby to post EBITDA of  Rs 2780 crore and profit of Rs 1810 crore in Q2.

Oil & gas stocks Deutsche Bank has cut ONGC and Oil India’s FY18 EPS by 3-4 percent as gas price revision to benefit city gas, hurt upstream. Target for ONGC increased to Rs 285 from Rs 260 per share, target for Oil India increased to Rs 460 from Rs 425. It says there is only marginal impact on GAIL. It has sell call on GAIL with a target of Rs 350.