UBS has a Neutral rating on Cipla with a price target cut to Rs 1,400, from Rs 1,750 earlier. Analysts said the company’s growth drivers are sound but supply headwinds are weighing on the near-term outlook.
A healthy product pipeline to boost Cipla’s FY28 earnings. However, there is a lack of near-term catalysts. They feel there is a healthy pipeline of products to drive growth in the medium term. They noted that there are near-term headwinds for Cipla as key product Lanreotide faces supply issues.Motilal Oswal Securities initiated coverage on Bajaj Finserv with a Neutral rating and a price target of Rs 1,900. The company offers scale, profitability and a customer base of around Rs 11 lakh crore, lending analysts said.
The company remains a primary contributor to value, providing predictable earnings, a strong return on equity (ROE) and a sustainable compound.Jefferies has a Buy rating on LG India with a price target of Rs 1,910. Analysts said initial summer trends were good. The company saw a 7-9% hike in prices of 3-star and 5-star ACs in the January-March quarter (Q4FY26). Another 5-10% increases are likely in April due to a weaker rupee and higher cost of raw materials.
While LPG shortage is a major risk in the industry, players are evaluating other fuel sources. LG India accounts for 6% of sales, of which the West Asia region accounts for a smaller portion.Nomura has a Buy rating on EClerx Services with a price target cut to Rs 2,200 from Rs 2,800. Analysts said the company’s annual contract value was healthy, sales effectiveness was evident in winning deals and a strong pipeline. The company aims to reinvest margins while keeping the guidance range intact.
The stock is trading at an attractive valuation of 14.6x fiscal 2028 earnings per share (EPS).CLSA has an Outperform rating outperform Coforge with a price target of Rs 2,278. Analysts met with the company’s CEO to discuss the latest AI narratives along with Coforge’s positioning. The CEO stated that AI will not be deflationary for service providers who have the scope and technical know-how to build solutions around AI tools.
Similar to the managed services opportunities for hybrid cloud and SaaS over the past decade, there will be a significant opportunity for managed services around managing boundary models and orchestrating AI agents.
Evidence of success in the Coforge case will be evident in the strong growth in NTM’s enforceable order book, revenue per employee, and earnings before interest and tax (EBIT) margins. Analysts reiterated their rating for USD revenue growth in the mid-20s.JP Morgan has an overweight rating on United Spirits with a price target of Rs 1,565. The company announced complete divestment of its stake in Royal Challengers Sports for Rs 16,660 crore (Rs 230 per share). Adjusted for tax, it will accrue Rs 195-200 per share for it. This follows a strategic review of the entity announced on 5 November 2025, as the company aims to focus more sharply on its core alcoholic beverages business.
The deal is expected to be completed within 6 months, subject to obtaining the necessary approvals.(Disclaimer: Recommendations, opinions regarding stock market, other asset classes or personal finance management tips given by experts are their own. These opinions do not represent the views of The Times Of India)