Kotak Mahindra Bank: A Stable Performer in Tough Times

Nomura maintains a 'buy' rating on Kotak Mahindra Bank, adjusting the target price to Rs 2,110, acknowledging the bank's stable asset quality and healthy performance amidst challenging macroeconomic conditions. Despite a slight reduction in growth expectations, the outlook remains positive.

TechMahindra: Conservative Growth with Stable Margins

Morgan Stanley reiterates its 'equal weight' stance on TechMahindra, with a modestly increased target price of Rs 1,750. The company's portfolio mix suggests conservative revenue growth, with minimal upside risks to margins.

Lodha (Macrotech Developers): A Golden Opportunity for Investors

Jefferies upholds a 'buy' rating for Lodha, setting a target price of Rs 1,615. The firm's strong position in the Mumbai metropolitan region and anticipated infrastructure developments around its Palava township are expected to drive growth and premiumization in the residential sector.

Metro Brands: Leveraging Market Demand

Elara Securities recommends a 'buy' for Metro Brands, with a revised target price of Rs 1,457. The company's robust brand positioning, ongoing store expansion, and strong free cash flow generation position it well to capitalize on improving market demand.

Indian Hotels: Diversified Portfolio Driving Growth

Emkay Global Financial Services assigns an 'add' rating to Indian Hotels, with a target price of Rs 840. The hospitality giant's diversified revenue streams, operational efficiency, and strong balance sheet are expected to support steady demand and medium-term growth.

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.