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

• 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