Motilal Oswal Financial Services' Top Pick

Motilal Oswal Financial Services has issued a 'buy' recommendation for Page Industries, setting a target price of Rs 57,500, which represents a 21% upside. Analysts are optimistic about the company's potential to leverage India's expanding innerwear and athleisure markets, supported by favorable macroeconomic factors like increasing incomes, urbanization, and a youthful demographic.

Emkay Global Financial Services on Hindalco

Emkay Global Financial Services advises a 'sell' on Hindalco, with a target price of Rs 550, indicating a 4% downside. The firm's outlook is based on Novelis's preliminary business update, which suggests ongoing challenges expected to last for 2-3 quarters, alongside a recent downturn in the auto and specialty segments.

JM Financial's Optimistic View on L&T

JM Financial recommends a 'buy' for L&T, projecting a target price of Rs 3,825, an 8% increase. The analysts are confident in L&T's ability to meet its order book targets, citing strong order announcements and potential unannounced orders.

IDBI Capital's Bullish Stance on Patel Engineering

IDBI Capital has a 'buy' recommendation for Patel Engineering, with a target price of Rs 76, suggesting a 55% upside. The firm's positive outlook is driven by the company's substantial order book and its position as a major beneficiary of infrastructure capital expenditure for hydro plants.

InCred Equities' Caution on SBI Cards & Payment Services

InCred Equities maintains a 'reduce' rating on SBI Cards & Payment Services, revising the price target down to Rs 550 from Rs 500, a 25% decrease. The firm cites industry-led issues, intense competition, and rising exposure to customers with limited financial discipline as factors that may impact the company's near-term net interest margin advantage.

Disclaimer: The opinions, analyses, and recommendations expressed herein are those of brokerage and do not reflect the views of The Times of India. Always consult with a qualified investment advisor or financial planner before making any investment decisions.