Stock Recommendations Today: Adani Enterprises, BlackBuck, JSW Energy On Brokerages' Radar

Morgan Stanley is bearish on Zinka Logistics Solutionns, citing growth moderation in its core tolling business and risks tied to regulatory and technological transitions.

Ventura has a 'buy' call on Adani Enterprises. It is bullish on revenue contribution from copper business. Motilal Oswal reiterates its bullish stance on KEI Industries and IPCA Labs.

NDTV Profit tracks what the brokerages are putting out on stocks and sectors. Here are the top calls from analysts you need to know about on Monday: 

• Recommends 'buy', with a target price of Rs 3,801 per share, implying a 57.8% potential upside over 24 months.

• Termed co largest business incubator with DNA for growth.

• Revenue and net earnings have expected CAGR of 17.5% and 45.8%, respectively, over next two fiscals.

• Ebitda projected expansion of 647 basis points to 18.3% by fiscal 2027 expected.

• Return on equity and return on capital invested expected to improve by 563 basis points to 14.5% and 99 basis points to 11.3%.

Growth drivers:

• Diversifying into green second half and its ecosystem.

• Higher revenue contribution from copper business.

• Bull Case Scenario over 24 months: Expect price target of Rs 5,748, upside potential of 138.6%.

• Bear Case Scenario: Expect price target of Rs 2,179, implying downside potential of 9.5%.

• Reiterate 'buy' call with a target price of Rs 5,150, indicating a 19% upside potential.

• Estimate overall revenue CAGR at 17% from fiscals 2025 to 2027.

• Expect margins expanding 135 basis points to 11.7% by next two fiscals.

• Growing focus on retail segment and capacity expansion to drive growth.

• Stock trading at 49 times and 40 times the earnings per share value of fiscal 2026 and fiscal 2027, which remains attractive.

Key Risks:

• Higher volatility in raw material prices.

• Slowdown in government-led infrastructure projects.

• Reiterate 'buy' rating with target price of Rs 1,980, implying an upside potential of 21%.

• Anticipating 27% earnings CAGR with 170 basis points margin improvement over fiscals 2025 to 2027.

• Co plans to file 15-17 new products in US over next two years.

• Unichem integration boosting margins; Ebitda improved to 12.4% in the second quarter of the fiscal.

• Leveraging Unichem's portfolio in Australia, New Zealand, Europe, and ROW.

• Launching new divisions in cosmeto-dermatology and orthopedics.

• Maintain 'buy' rating with a target price of Rs 810 target, implying a 29% upside.

View On Latest Acquisition:

• Acquisition of 4.7 GW of high quality assets unlocks Rs 57 in value.

• Full transmission connectivity, signed PPAs provides confidence about timely capacity execution.

• Higher potential savings due to inhouse EPC and O&M services.

• Potential rise in leverage not a major concern due to strong operating cash flow.

• Initiates 'underweight' rating on the stock, with target price of Rs 450 implying a 16% downside.

• Share price up 105% since Nov. 2024 listing, find risk-reward unattractive.

• High market share in core tolling business, see limited TAM and limited upside to growth.

• External risk factor around merchant discount rate visibility unclear on medium-term growth and margins.

• Optionality from new services still in early monetisation phases and yet to be proven.

• Company has built niche and competitive moats in a large fragmented market.

• Core business (tolling, telematics) has potential to deliver 24% CAGR over next two fiscals.