Stocks To Buy Or Add: DRChoksey's Top Six Picks For July 2025

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Deven Choksey Report

Cyient DLM: Strong execution and global strategy drive momentum into FY26E

Current market price: Rs 476 / Target: Rs 661/ Potential Upside: 38.8%

We expect the revenue to grow at 31.9% CAGR and PAT to grow at 60.3% CAGR over FY25-FY27E. Currently, the stock is trading at a PE multiple of 47.3x and 30.0x based on FY26E / FY27E EPS, respectively.

We value Cyient DLM at 30x P/E on FY27E EPS, implying a target price of Rs 661.0 per share and reiterate our “Buy” rating on the stock.

Minda Corporation: Robust order pipeline and acquisition strategy to drive accelerated growth

Current market price: Rs 522 / Target Rs 624 / Potential Upside: 19.7%

We expect the revenue/Ebitda/adjusted PAT to grow at 12.3% /19.6% /35.1% CAGR, respectively, over FY25-FY27E. Currently, the stock is trading at a PE multiple of 32.3x/26.8x based on FY26E/FY27E EPS, respectively.

We value Minda Corp. Ltd. at 32.0x FY27E EPS, implying a target price of Rs 624. We maintain a “Buy” rating on the stock.

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