Houseviews: Analysts bet on 7 largecaps, 5 midcaps for profit

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26 Aug, 2025 12:21

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United SpiritsCredit Suisse says GST is a major negative for alcohol companies as they are kept out of GST and earnings could get hit by 15-20 percent in FY18. It says input cost inflation could hit margin by 150-200 basis points. Input taxes on raw materials may become stranded with no offsets.

TCSDeutsche Bank has a buy rating with a target of Rs 3000 per share as impressive margin beat offsets  minor revenue miss. It says low growth in North America is not a concern as recent client wins mainly are from Europe. It believes the stocks is attractively priced  for long-term investors.

Macquarie maintains outperform call with a target of Rs 2847 per share.  It expects dollar revenue growth in FY17 to be at 10 percent versus 7.1 percent in year-ago period.

Citi’s large cap picks are Axis Bank, Aurobindo Pharma, HDFC Bank, M&M and UltraTech. Citi’s midcap picks are Apollo Hospitals, Container Corp, Emami, Exide and GSPL.