Top Stock Picks: Analysts Bullish on Bandhan Bank, Infosys, DLF & More!
Several brokerage firms have shared their latest stock ratings and targets. SA reaffirmed its outperform rating on Bandhan Bank with a ₹220 target, highlighting its focus on secured assets and tech improvements. Infosys retained a buy from Jefferies, though its target was cut to ₹1,835 due to slower growth, despite strong cash flow.
DLF received a buy rating from HDFC Securities with a ₹988 target, recognized for its dominance in NCR’s luxury real estate and strong financials. Shyam Metalics & Energy was rated buy by UBS with a ₹1,175 target, benefiting from anti-dumping duties on Chinese aluminium foil. Lastly, Suven Pharmaceuticals got a buy rating from ICICI Securities with a ₹1,400 target, citing rapid CDMO growth and an upcoming merger with Cohance.
Top Stock Picks: Analysts Bullish on Bandhan Bank, Infosys, DLF & More!
Bandhan Bank
Stock analysis firm SA has maintained its “outperform” rating on Bandhan Bank, setting a price target of ₹220. Analysts commend the bank’s managing director for prioritizing an increase in secured loans (such as home loans or collateral-backed lending) by 2027. The bank is also upgrading its technology infrastructure and strengthening its internal audit processes to minimize risks. Over the coming years, Bandhan Bank aims for a return on assets (ROA) of 1.8-2%, signaling improved profitability.
Infosys
Jefferies has reaffirmed its “buy” rating on Infosys but has lowered the target price from ₹2,150 to ₹1,835. Despite near-term growth challenges, analysts believe Infosys’ improved cash flow and higher dividend payouts reduce the risk of significant stock devaluation. While earnings per share (EPS) projections have been adjusted downward by 2-4%, the firm views the risk-reward balance as favorable, making Infosys a viable investment despite headwinds.
DLF
HDFC Securities recommends a “buy” rating for DLF, a leader in India’s luxury real estate sector, with a target price of ₹988. The company dominates the National Capital Region (NCR) market with high-end projects that competitors struggle to replicate due to their scale and distinctive designs. DLF also boasts a substantial land bank, ensuring long-term growth opportunities. Financially, the company is robust—it recently became net cash-positive, with its development business now carrying almost no debt, reinforcing its stability in the real estate sector.
Shyam Metalics & Energy
UBS Global Research has issued a “buy” rating for Shyam Metalics, with a target price of ₹1,175. The company stands to benefit from India’s newly imposed anti-dumping duty on Chinese aluminium foil imports, a move designed to support domestic manufacturers. As the second-largest aluminium foil producer in India, Shyam Metalics has a strong execution track record and is well-positioned to capitalize on increasing demand for locally produced alternatives.
Suven Pharmaceuticals
ICICI Securities has initiated coverage on Suven Pharmaceuticals with a “buy” rating and a price target of ₹1,400. The company is emerging as a major player in contract development and manufacturing (CDMO), partnering with global pharmaceutical firms for drug production. Its merger with Cohance Lifesciences, expected to be completed by mid-2025, is anticipated to expand its market presence and accelerate growth.
Key Takeaways
- Bandhan Bank is focusing on secured lending and operational improvements to boost profitability.
- Infosys faces slower growth but remains attractive due to its strong cash flow.
- DLF’s dominance in luxury real estate and strong financial position make it a standout player.
- Shyam Metalics is well-placed to benefit from policies favoring domestic manufacturers.
- Suven Pharma is expanding rapidly in drug manufacturing, with a merger set to enhance its capabilities.
These updates highlight how analysts assess factors such as leadership strategies, financial health, industry trends, and policy changes when making stock recommendations. Investors should evaluate these insights alongside their own research and risk tolerance.