A look at some of the latest stock recommendations by analysts. These stocks are expected to return between 15% and 57% as per analyst price targets.
BROKERAGE: EMKAY GLOBAL Price Target: Rs 290 CMP: Rs 185 Upside: 56.3%
- Expect to see revenue growth of over 2 times in the next 3 years, while also turning profitable.
- India’s proptech sector is projected to grow from $6 billion in CY23 to $100 billion by CY30.
- Current share valuation does not factor in upside from the SM-REIT (Small and Medium Real Estate Investment Trusts) business (once the licence is secured).
RADICO KHAITAN
BROKERAGE: MOTILAL OSWAL Financial Services Price Target: Rs 3,000 CMP: Rs 2,441 Upside: 22.9%
- Expected to deliver 30% EPS (Earnings Per Share) growth on a compounded basis over FY25–28.
- Holds a dominant 85% share in the P&A (Prestige & Above) vodka segment, and is scaling up its premium whisky portfolio, where it currently holds only a 3% share.
- Valuation remains rich, but is supported by structural growth.
GMR AIRPORTS
INFRA BROKERAGE: JEFFERIES Price Target: Rs 100 CMP: Rs 86.5 Upside: 15.6%
- EBITDA (earnings before interest, taxes, depreciation, and amortisation) is expected to grow at 29% from FY24–27 on a compounded basis.
- Risk-reward is favourable, with upside from air traffic growth and non-aero expansion.
- New tariff order at DIAL (Delhi International Airport) boosts profi t visibility, with FY26 expected to be the first year of consolidated profitability in several years.
GE VERNOVA T&D INDIA
BROKERAGE: NOMURA Price Target: Rs 2,600 CMP: Rs 2,073 Upside: 25.4%
- Strong demand outlook with a robust Rs 127 billion order backlog and large project tendering pipeline.
- Valuation re-rating likely, as the stock currently trades at 43 times FY27 estimated Earnings Per Share (EPS) versus the target multiple of 60 times, benchmarked to global peer Hitachi Energy.
- Earnings growth of 36% expected from FY25–FY27 on a compounded basis.
