Market Experts' LIVE Stock Recommendations: Buy, Sell Or Hold Today?

IDBI Capital suggested a buy for Voltas Ltd. The target price is Rs 1,410 apiece. The stop loss is at Rs 1,343 apiece.

Mirae Asset Alternate Research Head Somil Mehta suggested a buy for Tata Chemicals Ltd. The target price for the stock is Rs 990. The stop loss is at Rs 924.

• Maintain Neutral with target price of Rs 210

• Q1 business update: In-line AUM growth, beat on disbursement

• MFI disbursement grew 10% QoQ indicating favourable mix in Q1 over Q4

• Commentary on MFI and asset quality is key

• Maintain Neutral with a target price of Rs 235

• Growth trends in both loans and deposits in Q1 were weak

• These, coupled with contraction in margins and seasonally soft fee income, are expected to result in a weak core PPOP in Q1

• Strong treasury income, led by a 26 bps QoQ decline in G-sec (10-year) yield, should provide some cushion to overall profitability

• Maintain Underperform; Hike target price to Rs 1,090 from Rs 1,050

• 15% EBIT margin target by FY27E a very tough ask

• Years of underinvestment in sectors outside Telecom a tough fix

• Incumbency a disadvantage for TechM with Telecom clients

• 15% EBIT margin goal a tough ask, we expect only 12.5-13.5% is achievable

• Add Tech Mahindra to Macquarie Marquee Sell ideas

• See LTIMindtree as far more attractively positioned

Religare Broking Research Senior Vice President Ajit Mishra suggested a buy for LIC Housing Finance Ltd. The target price for the stock is Rs 630 apiece. The stop loss is at Rs 600 apiece.

• Play the Growth Recovery via the "HIGH FIVE"

• Stocks have rallied post-RBI easing measures

• FY26 will be tough particularly at banks where there is potential for growth surprise and return of margins to normalized levels

• Large private banks and AU Bank are best placed

• Expect continued re-rating

• A broad-based rally post-RBI easing of liquidity, interest rates and regulations

• FY27 would be a confluence of multiple positives

• Next two quarters are tough – A buying opportunity

• Strong banks will see significant re-rating, we believe

• At large private banks, we expect core PPoP CAGR of 16-18% starting in FY27

Mirae Asset Sharekhan Alternative Research Head Somil Mehta suggested a buy for BSE Ltd. The target price for the stock is Rs 2,950 apiece. The stop loss is at Rs 2,760 apiece.

• Maintain Underperform; Hike target price to Rs 1,090 from Rs 1,050

• 15% EBIT margin target by FY27E a very tough ask

• Years of underinvestment in sectors outside Telecom a tough fix

• Incumbency a disadvantage for TechM with Telecom clients

• 15% EBIT margin goal a tough ask, we expect only 12.5-13.5% is achievable

• Add Tech Mahindra to Macquarie Marquee Sell ideas

• See LTIMindtree as far more attractively positioned

Religare Broking Research Senior Vice President Ajit Mishra suggested a buy Aurobindo Pharma Ltd. The target price is at Rs 1,240 apiece. The stop loss is at Rs 1,110 apiece.

• Maintain Equal-weight with TP of Rs 674

• First quarter: Top-line Growth +20%; VAHO Saw Strong Recovery

• Demand trends were consistent with improving rural and steady urban

• Domestic volume growth continues to see sequential improvement

• Gross margin to remain under incremental pressure

• Initiate Add with a target price of Rs 3,245.

• E2E is at the trifecta of AI, infrastructure and software platform opportunity

• Leading self-service cloud GPU provider at scale

• Predictable & affordable pricing, and parentage-led B/S strength provides an early mover advantage

• Software – critical to unlock infrastructure price performance

• See revenue/EBITDA CAGR of ~60% over FY25-28F driven by monetization of capacity addition and accelerating adoption

Angel One Research Senior Vice President suggested a buy for Natco Pharma. The target price is at Rs 1,057. The stop loss is at Rs 917 apiece.

Mehta Equities Research Vice President Prashanth Tapse suggested a buy for Strides Pharma Science Ltd. The analyst remains positive about the pharmaceutical sector, expecting positive outcomes from the India–US agreement. Although Strides Pharma has limited presence in the US, its current valuation makes it an appealing investment opportunity.