Ola Electric Ltd., Electronics Mart India Ltd., Aditya Vision Ltd. and Colgate Palmolive Ltd. are top stocks on brokerages' radar following new operational updates and launches.
Shares of Ola Electric will likely extend Wednesday's rally, as it received a new 'buy' rating from Citi Research, which initiated coverage on the stock with 22% upside potential.
Nuvama Institutional Equities initiated coverage on Electronics Mart and Aditya Vision. Meanwhile, Motilal Oswal Financial Services Ltd. reduced fiscal 2025 estimates for Nifty earnings per share by 5% following muted second quarter earnings.
NDTV Profit tracks what the brokerages are putting out on stocks and sectors. Here are all the top calls from analysts you need to know about on Thursday.
Shares of Ola Electric will likely extend Wednesday's rally, as it received a new 'buy' rating from Citi Research, which initiated coverage on the stock with 22% upside potential.
Nuvama Institutional Equities initiated coverage on Electronics Mart and Aditya Vision. Meanwhile, Motilal Oswal Financial Services Ltd. reduced fiscal 2025 estimates for Nifty earnings per share by 5% following muted second quarter earnings.
NDTV Profit tracks what the brokerages are putting out on stocks and sectors. Here are all the top calls from analysts you need to know about on Thursday.
Citi On Ola Electric
Citi Research maintained 'buy' with a target price of Rs 90 per share, an upside of 22.6% from the previous close.
Ola Electric launches Gig and S1 Z models of electric scooters.
Models focus on the mass-market segment.
Low-powered e-scooters are dominated by relatively smaller players.
TVS, Bajaj Auto Ltd. and Hero MotoCorp do not have offerings in the segment.
Ola’s new models could boost volumes.
Nuvama On Electronics Mart India
The brokerage initiated 'buy' with a target price of Rs 237 per share, an upside of 38% from previous close.
Scale-up in Delhi-NCR region with highest consumption of air conditioners.
The company's robust cash flow in Telangana and Andhra Pradesh give it ample dry powder to execute its NCR strategy.
Targets a larger market with a longer investment horizon.
Proven ability to squeeze out maximum profitability from lower sales throughput.
Leveraging incentive income to drive profitability as revenues surge.
Nuvama On Aditya Vision
The brokerage initiated with 'buy' rating and a target price of Rs 672 apiece, a 36% upside.
Rising electrification is fostering penetration of CE in tier-2 and below towns.
The company is replicating its successful Bihar model across Hindi-heartland states.
It is expanding the pool of financing options and availability, accelerating adoption.
Better unit economics than small store retailers is aiding the company gain edge in market.
Citi On Colgate
Citi retained 'sell' with a target price of Rs 3,000 per share, a downside of 0.3% from the previous close.
Driving consumer behaviour change could be a tall ask, according to Citi, as it would require sustained investments over the long term.
Near term expects earnings growth to moderate.
Agrees that there is potentially a case to drive toothpaste usage.
Driving habit change will require substantial investment resulting benefits likely in the medium-to-long run, Citi said.
Jefferies On Colgate
Jefferies rated 'buy' with a target price of Rs 3,570 per share, a 21% upside from the previous close.
Last year's margins were outlier, now to be range bound.
Consumption trends with weakening urban and flattening rural.
Oral care per capita opportunity is high.
Colgate has initiated an interesting initiative that utilised AI for dental screening.
Motilal Oswal India Strategy
Earnings growth for coverage universe in the second quarter was the lowest in eight quarters.
Has reduced fiscal 2025 estimates for Nifty earnings per share by 5%.
Expects corporate earnings to recover in second half of the financial year.
This is aided by a rise in rural spending, a buoyant wedding season, a pick-up in government spending.
Winners: State Bank of India, Larsen & Toubro Ltd., Mahindra Mahindra Ltd., Sun Pharmaceutical Industries Ltd., Indian Hotels Co., Page Industries Ltd., Ipca Labs Ltd., Angel One Ltd., Amber Enterprises Ltd. and Atul Ltd.
Laggards: Tata Motors Ltd., Asian Paints Ltd., Avenue Supermarts Ltd., ABB India Ltd. and IndusInd Bank Ltd.
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