Stock Recommendations Today: Titan, Info Edge, Zinka Logistics, Havells India On Brokerages' Radar

Titan Co., Info Edge (India) Ltd., Zinka Logistics Solutions Ltd., Havells India Ltd. and Can Fin Homes Ltd. are among top stocks on brokerages' radar on Tuesday, along with paint stocks.

JPMorgan highlighted that demand revival is a key factor for the paint sector's performance, amid a stabilising margin outlook. Meanwhile, Jefferies, in its Indian Strategy, said that the recent reduction in income tax rates is not only aimed at boosting consumption but also at driving savings.

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 'outperform' rating on the stock and lowered the target price to Rs 4,000 from Rs 4,150.

• Addressed key investor concerns, including higher lease costs due to United States tariff discussions and a potential short-term demand impact from rising gold prices.

• Expects the adoption of lab-grown diamonds to be gradual.

• Views Titan’s willingness to enter the segment positively, once stronger adoption is evident.

• Notes that higher gold lease costs for smaller organised players could enhance Titan’s competitiveness.

• Retained an 'underperform' rating on the stock and raised the target price to Rs 5,200 from Rs 4,150.

• Acknowledged Naukri's strong market position but finds valuations demanding.

• Maintained a cautious view based on current market pricing.

• Expects billings growth for Naukri to remain in the low teens.

• Sees a reduction in losses for 99Acres as a positive, though its impact on valuation is modest.

• Highlights demand revival as a key factor for sector performance, amid a stabilising margin outlook.

• Notes that Birla Opus’ scale-up is progressing as planned.

• Revenue growth has likely bottomed out, but product mix challenges will persist.

• Observed lower trade inventory levels and higher channel discounts as obstacles to near-term performance.

• Identifies Akzo Nobel India’s strategic review as a key event to monitor.

• Retained an 'equal-weight' rating on the stock with a target price of Rs 499.

• Media reports suggest a potential delay in the transition to a global navigation satellite system for India’s toll collection system.

• Expects the transition to GNSS to benefit the telematics business, though the delay reduces near-term prospects.

• Sees near-term opportunities outweighing medium-term risks.

• Believes the market had not factored in upside risks for the telematics business, making the delay unlikely to impact the stock price significantly.

• Retained an 'underperform' rating on the stock and reduced the target price to Rs 1,400 from Rs 1,585.

• Notes that UltraTech’s entry into wires and cables does not pose an immediate disruption.

• Forecasts 12% compound annual growth rate for the segment over the fiscals through March 2027, led by cables.

• Expects a harsh summer to support demand for the electrical consumer durables and Lloyd businesses in the near term.

• The stock is in the final phase of correction, according to the brokerage. But it awaits further visibility for recovery.

• Meetings with senior ministers, bureaucrats, and industry experts indicate that the government is taking steps to improve India's long-term growth outlook.

• Focus areas include bilateral trade agreements, investments in semiconductors and electronics, and regulatory deregulation.

• The recent reduction in income tax rates is not only aimed at boosting consumption but also at driving savings, which could benefit lenders.

• Suggests that financial market signals are being closely monitored.

• Retained an 'overweight' rating on the stock with a target price of Rs 885.

• Key takeaways from management meetings include:

• Reiteration of disbursement and loan growth targets for the fourth quarter and fiscal 2026.

• Implies Rs 2,400 crore in disbursements for the fourth quarter and mid-teen loan growth for fiscal 2026.

• Reports that the e-registration process in Karnataka is improving.

• Notes that the market in Telangana remains sluggish and will take longer to recover.

• Expects to maintain a net interest margin of 3.7% in the near term, with long-term guidance at 3.5%.

• Reiterates fiscal 2025 credit cost guidance of 15 basis points, implying near-zero credit cost in the fourth quarter.

• Maintains steady-state return on assets guidance of 2.1%, compared to 2.2% reported in the first nine months of fiscal 2025.