Stock Recommendations Today: Shriram Finance, Maruti Suzuki, HUL, Nazara Tech On Brokerages' Radar

Shriram Finance Ltd., Maruti Suzuki Ltd., Hindustan Unilever Ltd., Nazara Technologies Ltd. and Tata Consumer Products Ltd. are among the top companies on brokerages' radar on Tuesday.

Morgan Stanley retained an 'overweight' rating on Indian equities and said that it could resume its outperformance to emerging markets in the coming months if global cues do not surprise negatively.

Citi Research, meanwhile, said that equities have corrected meaningfully and that the valuations for large-cap stocks are reasonable.

NDTV Profit tracks what analysts are saying about various stocks and sectors. Here are the analyst calls to keep an eye out for on Tuesday.

• Retained an 'overweight' rating on Indian equities.

• Broad market is drawing down rapidly, as the bid has faded despite improving fundamentals.

• While catching the bottom is difficult, buying Indian equities could prove rewarding.

• Domestic policy has inflected.

• Global news has turned better, including the United States Dollar Index, oil and wars.

• Stocks are cheaper than they have been since the Covid bottom.

• If global cues do not surprise negatively, India should resume its outperformance to emerging markets in the coming months.

• Indian equities have corrected meaningfully year-to-date and from peak levels have underperformed.

• Post the correction, valuations for large-cap stocks are reasonable.

• Top-down drivers for consumption growth and capital expenditure growth are improving.

• Remains constructive on Indian markets.

• Key stocks rated 'buy' where views were reinforced include HDFC Bank, Kotak Mahindra Bank, Maruti Suzuki, Endurance Technologies, HDFC Life Insurance, Torrent Pharmaceuticals, and MakeMyTrip.

• Key overweight sectors: banks, telecom, healthcare.

• Key underweight sectors: information technology, metals, consumer discretionary.

• December 2025 Nifty target of 26,000 implies a 13% upside from current levels.

• UltraTech: Retained an 'overweight' rating and raised target price to Rs 13,650 from Rs 13,620.

• Shree Cement: Upgraded to 'equal-weight' from 'downgrade' and raised target price to Rs 26,950 from earlier Rs 24,200.

• Dalmia Bharat: Retained an 'underweight' rating and lowered target price to Rs 1,630 from earlier Rs 1,750.

• Expects demand momentum to continue over the next few months, supporting sustained cement price hikes.

• The medium-term outlook remains constructive, and margin expansion should be led mainly by cost improvement.

• Expects select cement stocks to do well in both the near and medium term.

• Retained a 'buy' rating with a target price of Rs 720.

• February 2025 Mobility Bulletin – Truck rentals rise 2-4% month-on-month.

• Car, two-wheeler, and bus retail sales spiked; Fastag collections flat month-on-month.

• Logistics sector is poised for a strong performance in the coming months, driven by seasonal demand and supportive economic policies.

• Retained a 'buy' rating with a target price of Rs 2,850.

• Company expects demand trend moderation to continue over the near term.

• Expects to maintain Ebitda margin close to the lower end of the targeted 23-24% range.

• Hindustan Unilever’s strategic initiatives across categories could drive a turnaround and accelerate medium-term growth.

• Acquisition of active-based brand, Minimalist, could be an incremental lever.

• Retained a 'buy' rating and raised target price to Rs 14,500 from earlier Rs 13,700 per share.

• Hiked earnings before interest and tax and earnings per share estimates by 3-7% over the fiscals through March 2027.

• Given a better volume outlook, it marginally increased valuation multiple.

• Maintained Maruti Suzuki as the top pick in the Indian automobile sector.

• Retained a 'buy' rating with a target price of Rs 1,200.

• Tea business: Targeting competitive growth.

• Salt: Premiumisation trends continue.

• NourishCo: Facing challenges.

• Sampann: Growth trajectory remains strong.

• Margin outlook: Expansion trajectory impacted by tea inflation.

• Retained an 'underperform' rating and raised target price to Rs 665 from earlier Rs 605.

• Third quarter revenue boosted by acquisition.

• Continued subscriber loss in Kiddopia.

• Nodwin revenue grows but Ebitda loss persists.

• Retained a 'buy' rating with a target price of Rs 600.

• Strengthening the specialty black portfolio.

• Technology transfer for acetylene black; reinforcing specialty blacks.

• Expects it to deliver approximately 11% carbon black volume compound annual growth rate over the fiscals through March 2029.

• Potential to surprise positively on the profitability front aided by increasing share of specialty blacks.

• Retained an 'overweight' rating with a target price of Rs 7,200.

• Sees Persistent Systems as the fastest-growing company with 21%/29% revenue/earnings compound annual growth rate over the fiscals through March 2027.

• Management is navigating the tough macro environment well.

• Sees potential for margin expansion from sub-contracting reduction and operating leverage.

• Recommends to buy this dip – a high-quality growth compounder offering 30% potential upside.

• Retained an 'overweight' rating with a target price of Rs 1,250.

• Beta volatility unavoidable; long-term thesis intact.

• Seen a de-rating year-to-date alongside other capital market players driven by the sell-off in Indian equity markets.

• Near-term earnings are likely to see higher volatility if equity markets remain under pressure.

• Sustained weakness in equity markets could lead to a lagged impact on incremental flows.

• Extent of de-rating or earnings downside cannot be predicted.

• Over a longer time frame, continue to like KFin Technologies.

• Retained a 'buy' rating on the stock and raised target price to Rs 1,200 apiece from earlier Rs 610, implying a potential upside.

• Building blocks in place for earnings acceleration.

• Strong operational efficiency; standing out in the sector.

• Sees upside in consensus earnings expectations.

• Stock has declined 13% despite strong performance.

• Consistent execution makes for an attractive entry point.