Stocks to BUY: Brokerage advised to buy 5 stocks, gave target of profit up to 52% on investment – Market

However, the long construction ban imposed every year due to pollution in NCR has now become an almost regular risk. This affects the work timeline. For this reason, Nuvama has cut its EPS estimates for FY26, FY27 and FY28 by about 5%. Nevertheless, the order book is strong, providing long-term confidence.

Nuvama’s opinion on NBCC (India) Ltd

BUY remains intact on NBCC India too, but the target price has been reduced from Rs 146 to Rs 139. At its current market price, this is a 39 percent profit target. Quarterly results were a bit weak. The slowdown in volumes, especially in the housing segment, has raised concerns about the pace of the company’s ‘self-revenue generation’ projects.

In view of this slowdown, the EPS estimates for FY26, FY27 and FY28 have been cut by 7%, 13% and 12% respectively. Although the company’s order pipeline is strong, investors will keep an eye on the pace of execution.

Nuvama’s opinion on Ipca Laboratories

On IPCA Lab, Nuvama has increased the target price from Rs 1,610 to Rs 1,750 while maintaining BUY rating. This is also a growth target of 15.89 percent at the current price. The company’s revenue was about 3% less than expected, but due to better product mix, EBITDA and PAT grew by 1% and 4% respectively, more than expected.

The formulation business performed well. The impact of Unichem was slightly negative, but it is not considered a major concern. The company has delivered the strongest margins in the last four years. Its business in India is healthy and better growth is expected from the Indian pharma market going forward due to better performance in pain management and cardiac segments. Revenue and PAT are estimated to grow at 12% and 22% CAGR, respectively, during FY26–28.

Nuvama’s Opinion on KFin Technologies

BUY rating and target of Rs 1,450 remain intact on Kfin Tech. At its current price, it is expected to gain 43.5 percent profit. The company reported 27.9% year-on-year revenue growth in the third quarter, led by the non-mutual fund segment.

The Issuer Solutions business witnessed a strong growth of 23.7%, while the International segment saw a massive growth of 143.3%. The estimated PE for FY27 and FY28 is 52.8x and 42.2x, which is considered attractive given the growth profile.

Nuvama’s Opinion on Galaxy Surfactants

On Galaxy Surfactants, Nuvama has given a target of Rs 2,850 with BUY rating. On top of this, investors can get maximum profit of 52 percent. Volumes remained almost flat in Q3FY26, but revenues grew 27.6% year-on-year due to price increases.

Gross margin declined 620 basis points to 24.9% due to higher raw material costs. However, the company has launched five new specialty products in the sun care segment, commercialization of which is likely to begin from Q4FY26. This could lead to better EBITDA per tonne. Current valuations are considered attractive and about 50% upside is expected.

Disclaimer: This article is for informational purposes only and should not be construed as investment advice in any way. ET NOW Swadesh recommends its readers and viewers to consult their financial advisors before taking any money-related decisions.