Stock Picks Today: BSE, Lenskart, Zydus Life, Navin Fluorine And More On Brokerage Radar

BSE Ltd., Lenskart Ltd., Zydus Lifesciences Ltd. and Navin Fluorine International Ltd. are among companies that have drawn commentary from top brokerages on Tuesday. Analysts have tweaked share price targets and future outlook after some of these companies announced their December quarter results.

Jefferies On BSE Q3 Results

• Maintain Hold; Hike target price to Rs 3050 from Rs 2850.
• : Higher transaction revenue drives beat; New product clarity key
• Tad better opex excl. core SGF and adjusted for oneoff labor code change.
• Increase FY26-28 EPS by 4-7% pulling forward Sensex share gains.
• Market share gains remain a key short-term growth driver.
• Lack of clarity on new products could become a growth challenge post FY29.

ALSO READ: BSE Q3 Results: Profit Rises 8%, Revenue Jumps 17%

Brokerage On Navin Fluorine Q3 Results

Jefferies

• Maintain Buy; Hike TP to Rs 7800 from Rs 6940.
• Strong beat and raise.
• Firm contract in CDMO, ramp-up of data center cooling product and R32 capacity provide visibility.
• Upgrade FY27/28E EPS 9%/7% and project 23% EPS CAGR over FY26-28E.

Citi 

• Maintain Sell; Hike TP to Rs 5550 from Rs 4900.
• Q3 beat; valuation likely limits upside.
• EBITDA margins expansion driven by a combination of higher gross margins and operating leverage.
• Stock up 57% in one year, most of the upside appears to be factored in.

Citi on Zydus Life

• Maintain Sell with TP of Rs 900.
• Strong India and US, aided by currency and acquisitions.
• Management comment on capital allocation priorities, contribution of gRevlimid, sustainability of gMyrbetriq, and India business trends will be watched.

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UBS on Bosch

• Maintain Sell; Hike TP to Rs 27920 from Rs 27700.
• Muted show in Q3.
• Q3FY26 – Non-mobility segment dampens overall revenue growth.
• Valuations far ahead of current fundamentals.

Nuvama on Vikram Solar

• Initiate Buy with TP of Rs 300.
• Deep value rooted in execution.
• Scale, integration fuel 75% EBITDA CAGR; muted competitive funding.
• Multi-decadal opportunity; accelerated capex underway.
• Valuation attractive; mammoth profitability potential.

Jefferies on Ramco Cement

• Maintain Hold; Hike TP to Rs 1045 from Rs 1030.
• Sharp miss, scaleup in non cement.
• Unit EBITDA slips to near multi-quarter low amid intense competition in South region.
• Co maintained focus on deleveraging.
• Provide opportunity to enhance non-cement offerings.

Kotak Securities on KIMS

• Upgrade to Add from Reduce; Hike TP to Rs 715 from Rs 660.
• Scaling up well across markets.
• Lower losses at new hospitals and uptick in Telangana drive beat in Q3FY26.
• Encouraging progress in new units; breakeven timelines on track.
• Stock price correction factors in execution concerns.

Citi on Aurobindo Pharma Q3 Results

• Maintain Sell with TP of Rs 1010.
• Favorable currency and strength in Europe drive earnings beat despite subdued US trends.
• Company's flagship US generic business remains subdued.
• Management commentary on growth recovery in the US.
• Commentary on recent form 483 at Eugia Injectable facility, and pick up in Pen-G should be watched for in the earnings call.

ALSO READ: Gulf Oil Q3 Results: Net Profit Slumps 22%, Dividend Of Rs 21 Declared — Check Record Date

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