Stock Picks Today: Titan, DLF, Hindalco, Home First Finance, Bharti Airtel And More On Brokerages' Radar

Brokerages turned selective across consumer, metals, real estate and financials, with positive calls on Titan, Hindalco and affordable housing NBFCs, while flagging rural demand risks and margin compression across sectors.Morgan Stanley India Strategy &ndash; Ridham DesaiRevenue growth expected in high single digits; profit growth likely low single digits due to margin compressionIndia transitioning into higher earnings growth phase supported by policy stimulusConsumer Discretionary and Communication Services to lead revenue growthUtilities expected to see revenue declineEarnings growth led by Communication Services, Materials and Consumer DiscretionaryBharti Airtel and Tata Steel likely biggest contributors to Sensex earningsSBI expected to be weakest performerMargins expected to expand for ~45% of coverageEnergy and Financials likely to see the biggest margin compressionMacquarie on Rural WeaknessWeak monsoon and fertiliser availability risk rural demandDabur has highest rural exposure at 45&ndash;50%, followed by Britannia at 40&ndash;45%Nestle least exposed at ~20%Prefer premium consumer plays: Titan, Marico, HUL, Trent, LenskartCautious on rural-heavy names like Dabur and BritanniaAutos with high rural exposure such as Hero, Maruti and M&amp;amp;M more vulnerablePrefer TVS Motor and Ashok LeylandWeak rural demand could also hurt cement demandInvestec on TitanMaintain Buy with TP of Rs 4,849Jewellery growth remains robust despite higher gold pricesCaratLane growth modest; watches affected by smartwatch dragEyewear and fragrances segments showing strong growthWomen&#039;s bags driving momentum; Taneira continues to lagMorgan Stanley on TitanMaintain Overweight with TP of Rs 4,529Q4 domestic jewellery growth at 46% YoYBuyer growth high single digits; ticket sizes increased sharplyGold coin revenue tripled YoYPlain gold and studded segments saw strong growthCiti on TitanMaintain Neutral with TP of Rs 4,750Jewellery growth accelerating but studded mix decliningCompetitive intensity remains highMargin defence key to sustaining valuationsJefferies on Real EstateDLF &ndash; Maintain Buy; TP Rs 800Lodha &ndash; Maintain Buy; TP Rs 1,215Godrej Properties &ndash; Maintain Buy; TP Rs 2,420Prestige Estates &ndash; Maintain Buy; TP Rs 1,635Oberoi Realty &ndash; Maintain Hold; TP Rs 1,680Middle East conflict may slow home-buying decisions in Q1FY27FY27 pre-sales growth expected to slow to ~6% YoY vs 21% in FY26Valuations corrected below weak-cycle levelsPreferred picks: DLF, Godrej Properties, LodhaNomura on CementPrice hikes underway but yet to stickPan-India cement prices expected to rise ~Rs 15/bag in AprilSouth India hikes ~Rs 30/bag; East ~Rs 20/bagIndustry needs Rs 18&ndash;20/bag hike to offset cost inflationImplementation and sustainability key monitorablesJPMorgan on Pine LabsInitiate Neutral with TP of Rs 165Growth in digital payments slowing after early adoption phaseAffordability-led growth cyclicalMargins healthy with scope for expansionValuation seen fairBernstein on Affordable Housing NBFCsSector near inflection point for growth and asset qualityCompelling valuationsTop Picks:Home First &ndash; Outperform; TP Rs 1,430Aptus Value &ndash; Outperform; TP Rs 350Aadhar Housing &ndash; Outperform; TP Rs 600Aavas Financiers &ndash; Market Perform; TP Rs 1,440PNB Housing &ndash; Market Perform; TP Rs 880HSBC on Indian HotelsMaintain Buy; Cut TP to Rs 800Q4 expected to be less impactedLow double-digit revenue growth forecastFY27 earnings supported by new hotel additions and acquisitionsHSBC on MetalsStrong Q4 and stronger H1FY27 expectedHigher volumes, stronger prices and weak INR to support marginsAluminium preferred metalTop Picks:HindalcoTata SteelHindustan ZincHSBC on BanksStrong Q4 earnings expectedLoan growth 5.5% QoQ; deposit growth 3.6% QoQPrivate banks and SFBs expected to deliver healthy EPS growthPSU banks may see trading lossesPrefer large private banksPreferred picks: Axis Bank, ICICI Bank, SBIALSO READ:&amp;nbsp;Five Stocks To Watch: ICICI Bank, GPIL, Blue Star, JSW Steel, And Nalco

Stock Picks Today: Titan, DLF, Hindalco, Home First Finance, Bharti Airtel And More On Brokerages' Radar

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