Aditya Birla Capital continues to deliver robust growth across lending, AMC, and insurance verticals, supported by stable asset quality and rising operating leverage. The lending business remains robust, with calibrated expansion in unsecured loans
Solar Industries is a ‘Make-in-India + global scale’ compounder with a healthy mix of stability, visibility, and upside potential. Buy for target price of ₹17720 (23% upside): Nirmal Bang
The stock is trading at a 1-year forward P/E of 48x, above the 5-year average P/E of 42x. The stock has rallied 48% since we initiated it on 18-Mar-25. We upgrade the stock to BUY and value it at 57x Jun-27E EPS, which is +2SD above its 5-year average, supported by a healthy order book significantly exceeding historical levels, implying an upside of 23% with a target price of Rs17,720/sh.
Cummins India delivered robust performance in Q1FY26 which surpassed estimates. Buy for target price of ₹4401 (20% upside): IDBI Capital
Cummins India (KKC) delivered robust performance in Q1FY26 which surpassed our estimates. Revenue, EBITDA and Adjusted PAT for the quarter was higher by 26%, 32% and 28% YoY on consolidated basis. The key positive of the management commentary was demand continuing to remain strong and also being broad based across key growth verticals such as Quick Commerce, Government led infra, manufacturing and pharma.
VA Tech WABAG is well placed to tap the opportunity of sectoral tailwinds. Buy for target price of ₹1920 (27% upside): Axis Securities
Amid a globally uncertain and challenging environment marked by inflation, currency fluctuations, and geopolitical tensions, VA Tech WABAG Ltd. delivered a resilient operational performance in FY25. The company secured new orders worth approximately Rs 5,700 Cr, reinforcing its healthy order book at Rs 13,667 Cr, reflecting a 21% YoY growth.
Stove Kraft Ltd has export opportunities and sustainable double digit margins potential. Buy for target price of ₹824 (44.1% upside): Yes Securities
Considering export opportunities and now with sustainable double digit margins potential we remain positive on the stock. We estimate STOVEKRA to deliver revenue CAGR of over FY25-27E of 14% which looks achievable given the export potential and pickup in domestic demand.
Man Industries is gearing up for the next leg of growth! Buy for target price of ₹660 (47.3% upside): SBI Securities
Man Industries Ltd has stellar growth potential on the back of (a) Foray into high margin Stainless Steel Seamless Pipe segment with a 20,000 MTPA facility, (b) Strategic expansion in Saudi Arabia with a 3,00,000 MTPA HSAW Pipe plant; Total installed capacity to increase by 27.2% YoY to 14,95,000 MTPA in FY26E, (c) Healthy business relations with marquee clients across the public and private domain through API-certified operations and (d) Blended EBITDA/tonne to improve with change in product mix
Top 15 companies from the NSE 500 basket that provide higher dividend yields of up to 9.3% by IDBI Capital
Here are the top 15 companies from the NSE 500 basket that provide higher dividend yields.
List of 15 Stock Picks for August 2025 with up to 30% upside potential by Axis Securities
Based on the recent developments, we have made one change to our Top Picks recommendations. This includes the removal of Colgate India due to weaker-than-expected results and the addition of Kirloskar Brothers. Our modifications reflect the expectations of higher growth and margin profile going forward
List of 50 stocks offering high dividend yield of up to 10.2% as of 1st August 2025 by SBI Securities
The dividend yield is computed based on the closing price of 31st July 2025. We have considered companies that have consistently paid dividend in the last 3 years – i.e FY25/FY24, FY23, and FY22.
OCCL Ltd has several positive triggers. ADD imposition is game changer. Buy for target price of ₹227 (50% upside): SMIFS
OCCL reported much better performance & stronger margins than our estimates. The performance was better because of higher sulphuric acid margins & lower operational cost during the quarter. OCCL revenue grew by ~14.5% QoQ majorly led by higher insoluble sulphur & sulphuric acid realizations. YoY comparison cannot be done because of demerger adjustments
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