Investment tips: 6 bumper stocks that analysts are focusing on

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26 Aug, 2025 12:21

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Here are six stocks that brokerage firms are focussing on:Aurobindo Pharma Bank of America Merrill Lynch maintains buy rating with target of Rs 1065 per share stating that ramp-up in existing products and new launches will drive growth. Its Q1 profit was in-line while sales was lower than estimates on lower API sales. It expects growth momentum to continue. MarutiCLSA upgraded it to buy from outperform with target increased to Rs 5850 from Rs 5000 per share as operational outlook strong given improving personal vehicle industry growth. It says new product success took company to leadership position in 5 of 6 PVs segments. It says a reduced yen exposure has lowered earnings volatility risk.

TCSCLSA reiterates it as high-conviction buy on the stock but feels that forex headwind can limit any near-term margin bounce-bac. It has also moderated FY17 dollar growth by 30 basis points (bps) to 8.8 percent and FY17 margin by 20 bps to 26 percent. Tata PowerCLSA has reduced target to Rs 73 from Rs 77 per share as it sees little upside trigger until Mundra tariff issue is resolved. It has also revised rating to sell from underperform. Citi is neutral on the stock with target at Rs 74.90 per share as stock factors in favourable SC verdict if CERC order is appealed against. Bank of America Merrill Lynch reiterates underperform rating with target at Rs 72 per share, expecting continued delays in company’s efforts to augment cash flow. Goldman Sachs is neutral with target increased to Rs 79 from Rs 73 per share due to lack of clarity on compensatory tariffs and exit from coal assets are headwindsJP Morgan is overweight on the stock with target at Rs 90 per share.

IPCA LabsCredit Suisse sees 25 percent potential upside if issues of US plants are resolved. It says downside is limited at lower than 10 percent in case of a delayed resolution. Stock may start factoring in part  of the upside in medium term.

Idea CellularCredit Suisse maintains underperform with target price at Rs 80 per share. It feels merger with Vodafone merger will not be an easy one as both companies are highly leveraged. It adds that any potential merger will have to wait for auction to complete.