Looking for stock investment ideas from a one-year perspective? Domestic brokerage JM Financial has carefully selected several stocks in a variety of categories, including large caps and small caps. These stocks span a variety of sectors, including finance, real estate and IT.
Many companies have announced their fourth quarter revenue. Here is a list of these stocks and target prices:
Midcap | Onesource Specialty Pharma Stock Price Target
JM Financial recommends buying Onesourcepharma stock for its target of Rs 2,049. Regarding valuation, securities companies rate the company with a 22x EV/EB multiple.
Analysts at JM Financial forecast revenues, EBIDTA and APAT CAGR of 35%, 52% and 129% from FY25E to FY27E as sales of GLP-1 products increased.
largecap | Bajaj Finance stock price target
JM Financial recommends buying Bajaj Finance stock with a first year target of Rs 9,500. The broker expects an AUM CAGR of 24% between FY25-27E.
According to analysts at JM Financial, current ratings are abundant and are limited in the short term.
largecap | Hexaware Technologies Stock Price Target
According to analysts, IT company Hexaware Technologies is increasing participation in Mega transactions even when not incumbent, including high-quality logos, strong execution, platform-driven transformations, or sales focused on efficiency features. Analysts say these factors are positive for moderate and almost terminology.
The brokerage recommends purchasing shares in Hexaware Technologies for its first year target of Rs 860.
Midcap | Indiamart Intermesh Stock Target
JM Financial recommends buying Indianart Intermesh stock with a target of Rs 2,570.
Q4 Results: Putt rose by more than 80% in the 4th quarter
The brokerage said management would focus on strengthening its products over the next few quarters rather than attracting new customers. In other words, the growth of short-term collections in standalone businesses is realization-driven and thus limits meaningful benefits to collection growth.
Smallcap | Greenply Industries stock target
JM Financial recommends buying Greenply Industries stocks with a first year target of Rs 390.
The brokerage expects the MDF segment to gradually recover due to market overcapacity.
Smallcap | FEDBANK Financial Stock Price Target
JM Financial proposes to buy Fedbank Financial stock with its first year target of Rs 105. Bank spending remained at Rs 56 billion.
The brokerage said that while Small-Cap company hired a senior head in the LAP business, the mid-level change is expected to be completed over the next two quarters.
The brokerage thought the current 1.1x FY27E BVP rating would remain attractive in exchange for an average ROA of 2.5% for FY26–27E.
Smallcap | DCB Bank Stock Price Target
JM Financial has a “purchase” stance on DCB Bank stocks with a target of Rs 150.
Results of DCB Bank Q4: At 4QFY25, the bank reported a year-on-year performance with PAT increasing QOQ of 17%
Despite the difficult environment for mobilizing deposits, deposits rose 22% year-on-year. However, management emphasized that further interest rate reductions could have a negative impact on margins as banks are increasingly competitive, as it is unlikely that banks will fully pass lower fees to depositors. To alleviate this pressure, banks are focusing on maintaining strong fee revenue growth.
largecap | Maruti Suzuki Stock Price Target
JM Financial recommends buying Maruti Suzuki shares with a first year target of Rs 13,300.
Automotive EBITDA in the fourth quarter was 10.5% below the securities company’s expectations (150bps).
The company’s retail volume increased 4% year-on-year during the quarter.
The securities company reduced its revenue growth rate from 16% in 2024 to 8%, and reduced it from 11% in 2027 to 10%.
largecap | Hindustan Zinc Stock Target
JM Financial recommends purchasing Hindustan Zinc Strains with a 12th month target of Rs 530.
Brokers are positive for inventory given that decades of requirements, 100% prisoner power plants, considerable scale, and diversified revenue streams exist at the bottom of the global cost curve, driven by high-quality prisoner mines sufficient to increase contributions from silver sales.
largecap | Macrotech Developer Stock Target
The brokerage recommends buying Macrotech developer stocks from a one-year perspective for a target of Rs 1,480. The real estate company reports an inline quarter with pre-sale of Rs 48.1 crore and accounts for an annual reservation of Rs 176.3 crore
Despite an increase in spending on land investments, approvals and pension assets of Rs 69.1 billion, net liability was comfortable at Rs 40 billion, and net liability was 0.2 times.
In line with historic performance, the company has maintained a growth guidance of 20%, with the goal of achieving a Rs 210 billion reservation, supporting new launches of Rs 188 billion and inventory of Rs 33 billion.
According to Brokerage, Macrotech developers are forecasting sustainable business development momentum as they have achieved their target of Rs 250 crore with the addition of new projects.
largecap | Shriram Finance Stock Price Target
JM Financial recommends buying Shriram Finance stock with a target of Rs 730.
Q4 results: The Largecap company reports a PAT of Rs 21.4 crore. According to the brokerage, AUM’s growth remained stable at 3% (QOQ) and 17% (YOY) due to healthy spending of Rs 448 billion. 14% and 2% (QOQ) compared to the previous year.
“The management guidance coincides with AUM growth of over 15%, credit costs and margin profits of 2%. We also increased the credit cost assumption of 15bps to 20bps over FY26-27E.
(Disclaimer: The views/suggestions/recommendations expressed here in this article are made solely by investment experts. Zee Business suggests that readers consult their investment advisors before making any financial decisions.)
