Divis Laboratories: A Strong Buy with High Growth Potential

Citigroup has issued a 'buy' rating for Divis Laboratories, setting a target price at Rs 7,050. Analysts highlight the company's capacity addition as a key driver for becoming a primary supplier. With Orforglipron, Eli Lilly’s potential best-in-class oral GLP-1, added to Divi’s pipeline, expectations are high for more rounds of capex as products scale up.

Tata Consumer: Hold Rating Amidst Mixed Results

CLSA maintains a 'hold' call on Tata Consumer with a target price of Rs 1,044. Despite a 17% year-on-year increase in Jan-March net sales, gross margins fell short due to high input costs, and EBITDA was below estimates because of higher other expenses.

LTIMindtree: Muted Performance but Optimistic Outlook

ICICI Securities keeps its 'hold' rating on LTIMindtree, revising the target price to Rs 4,410. The company reported subdued Jan-March performance, attributed to delayed deals and a ramp-down in the healthcare vertical. However, deferred deals are expected to materialize in the current quarter.

Bajaj Housing Finance: Reduce Rating Due to Competitive Pressures

HSBC advises a 'reduce' on Bajaj Housing Finance, with a target price of Rs 100. Despite healthy AUM growth, high cost ratios and yield compression from competition are concerns, with expected EPS growth slowdown.

Anant Raj Industries: A Buy Despite Conservative Stance

Nomura recommends a 'buy' for Anant Raj Industries, albeit with a lowered target price of Rs 700. The company's robust residential launch pipeline for FY26 and internal accruals funding 50% of capex requirements make it an attractive investment.

Disclaimer: The opinions and recommendations are those of the brokerage and not of The Times of India. Consult a qualified advisor before making investment decisions.