Reliance Industries: A Strong Buy According to CLSA

CLSA rates Reliance Industries as 'outperform' with a target price of Rs 1,650. The Jan-March quarter PAT slightly exceeded estimates, and the management anticipates Reliance Retail will continue its growth trajectory, introducing quick commerce with 30-minute deliveries at no extra charge.

IDFC First Bank: Morgan Stanley's Equal Weight Rating

Morgan Stanley assigns an 'equal weight' rating to IDFC First Bank, targeting Rs 65. Despite challenges in the MFI portfolio, improvements in collection efficiency and steady growth outside MFI are noted, with RoA expected to rebound significantly by FY27.

Maruti: JP Morgan's Neutral Stance

JP Morgan holds a 'neutral' position on Maruti, with a target price of Rs 12,800. The Jan-March quarter underperformed due to several factors, though EBIT margins are anticipated to recover. FY26 may see softer volume growth as the company expands its new plant.

Mahindra & Mahindra: Investec's Buy Recommendation

Investec maintains a 'buy' rating on Mahindra & Mahindra, aiming for Rs 3,370. The acquisition of SML is expected to enhance the LCV franchise, with ambitious market share goals set for the coming years.

Shriram Finance: Kotak's Buy Rating

Kotak Institutional Equities recommends a 'buy' for Shriram Finance, targeting Rs 750. Despite slight delinquency increases, growth remains steady, supported by favorable liability-side conditions.

Disclaimer: The opinions and recommendations are from brokerage analyses and not reflective of The Times of India's views. Consult a financial advisor before making investment decisions.