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News Topical, Digital Desk : Currently, reports from brokerage houses are providing important signals for investors. Fresh opinions have emerged on major stocks across various sectors, with some promising strong gains, while others cautioning against risk.

First, let's talk about Avenue Supermarts, or DMart. CLSA has given a high-conviction outperform call on this stock and set a target of Rs 6,583. The company's revenue was Rs 17,205 crore, slightly better than expected. Notably, sales growth was 18.9%, a sharp increase from the previous year. Inflation, hovering around 3%, has helped the company increase prices. Furthermore, the network has reached 500 stores with the addition of over 58 new stores.

Morgan Stanley has also expressed confidence in DMart and upgraded its rating and given a target of Rs 5,188. They believe that the company can show a growth of 19-20% in the coming years. Now let's talk about NMDC. According to Morgan Stanley, the rise in iron ore prices and strong demand are positive for the company. However, the situation in China's supply and West Asia remains a risk factor. HSBC is bullish on Marico in the FMCG sector. The company's volumes are stable at around 8%, which shows strong demand. The Parachute brand is stable and the VAHO segment is showing growth of more than 20%. Recovery is also visible in the food business.

In the infrastructure sector, Nomura has a buy call on Adani Ports and Special Economic Zone with a target price of ₹1,850. Cargo volumes are expected to grow 11% in FY26, although the situation in West Asia may have some impact.

Let's consider the downside. Morgan Stanley has an underweight call on Dabur. The company's growth is expected to remain in the mid-single digits, although margins may improve slightly.

Similarly, Tata Motors' passenger vehicle business remains under pressure. Land Rover sales declined 16%, and overall Q4 sales also fell 21%. Rising discounts and weak demand are concerns.

The cables and wires sector also presents a mixed picture. Revenues are strong, but rising costs are pressuring profitability. However, a buy recommendation remains on Polycab and RR Kabel.

Overall, the market is witnessing sector- and stock-specific movements. Investors are now being advised to invest only in selected stocks, because the story of every stock is different.


Read More: A powerful brokerage report on these 8 stocks, these stocks will take off as soon as the market opens.

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