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JSW Infrastructure has achieved record volumes & set stage for integrated logistics leadership. Buy for target price of ₹370 (20% upside): Motilal Oswal



JSW Infrastructure share price target

JSWINFRA ended FY25 on a strong note, delivering robust growth in cargo volumes, revenue, and profitability, while making steady progress toward its long-term goal of achieving 400 MTPA port capacity by FY30. The recent acquisition of NAVKAR has significantly strengthened its logistics segment, which is targeting INR80b in revenue by FY30. With a strong balance sheet and a favorable macro environment, JSWINFRA is well-positioned to benefit from India’s infrastructure push and increasing third-party cargo demand, despite global headwinds

Zensar is a new turnaround story unfolding at RPG group led by its new leadership team. Buy for target price of ₹1130 (35.5% upside): Choice Institutional Equities



Zensar share price target

Zensar’s focused services clubbed together as one value proposition has witnessed growth of 8.2% YoY v/s overall Top-line growth of 5.4% YoY in FY25. These services are resonating well with large clients meeting their customized needs at one go. This value proposition is also leading non-TMT verticals to drive double-digit growth for the company, further aided by broad-based geography growth strategy with expected recovery in South African market

15 Top Stock Picks With Up To 42% Upside By Axis Securities



15 Top Stock Picks With Up To 42% Upside By Axis Securities

We are happy to share that the Axis Top Picks Basket delivered a return of 9.7% in the last three months against the 8.5% return posted by the Nifty 50, outperforming the Nifty 50 by a notable margin of 1.2%. Moreover, over the last one month, the basket has gained 3.7%. Our Top Picks Basket has delivered an impressive return of 336% since its inception (May’20), which stands well above the 175% return delivered by the NIFTY 50 index over the same period

List of top 15 companies from the NSE 500 basket with high dividend yields of up to 8.6% by IDBI Capital



top 15 companies from the NSE 500 basket that provide higher dividend yields.

Here are the top 15 companies from the NSE 500 basket that provide higher dividend yields.

List of 50 stocks with high Dividend Yield of up to 9.4% as of 1st July 2025 by SBI Securities



List of 50 stocks with high dividend yield July 2025

The dividend yield is computed based on the closing price of 30th June 2025. We have considered companies that have consistently paid dividend in the last 3 years – i.e FY24/CY23, FY23/CY22 and FY22/CY21.

HG Infra has robust execution track record, strong growth and lean balance sheet. Buy for target price of ₹1740 (65.7% upside): JMFICS



HG Infra share price target

We met the management of HG Infra led by Chairman and Managing Director Mr. Harendra Singh. HG expects 17–18% YoY revenue growth and 15–16% EBITDA margins for FY26E, with order inflows of INR 110bn. HG has strong highways bid pipeline of INR 600bn. Additionally, it has submitted bids for projects worth c. INR 150bn where results are awaited. Increase in working capital during FY25 was mainly led by inventory in solar projects and delayed payments which is expected to normalize by 2Q26E. HG expects LoA for MSRDC projects in the near future and AD for major HAM projects by Dec-25. Monetization of solar/BESS assets is being considered through either InVIT mode or outright sale of assets. HG remains open to subcontracting work from major developers

Max Financial Services is awaiting reverse merger approval, a key catalyst. Buy for target price of ₹1850 (15% upside): Sharekhan



Max Financial Services share price target

Over the past three years, Axis Max life has posted strong industry leading APE growth of 18% with 13% VNB CAGR. The management aspires to continue to grow APE in mid-teens (300-400 bps higher than industry) with VNB margin at 24-25% in FY26. The company is focusing on further scaling up the proprietary channel, improving bancassurance productivity, maintain leadership in protection and online distribution

Trent remains a stellar business. However, the ask from the business is too high. SELL for target price of ₹4300 (30% downside): HDFC Securities



Trent share price target

Trent remains a stellar business. However, the ask from the business is too high (from a valuation stencil). Westside seems to be showing signs of customer fatigue, while Zudio seems to be peaking in terms of unit economics. We build in 23% revenue and PBT CAGR over FY25-27 (8-10% lower than consensus). We maintain SELL on Trent with an SOTP-based TP of INR4,300/sh (incl. 60x adj P/E for the standalone operations)

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