IndusInd Bank Ltd., Godrej Consumer Products Ltd. and Inventurus Knowledge Solutions Ltd. were among the top companies on brokerages’ radar on Tuesday.

Further, JMFinancial initiated a ‘Buy’ rating for Baazar Style Retail Ltd. On the other hand, Citi cut its target price for Sona BLW Ltd. to Rs 570 from the earlier Rs 630.

In addition, Jefferies has removed the 20% weighting in the Chinese ten-year government bond and replaced it by increasing the investments in India and Singapore 10-year bond by five percentage points each. The brokerage has also initiated investment in the ten-year local currency Turkish government bond that has a yield of 26.2%

NDTV Profit tracks what analysts are saying about various stocks and sectors. Here are the analyst calls to keep an eye out for on Tuesday.

Jefferies On Smallcap and Midcap

  • The correction in small and midcap stocks has been sharper than in large caps in calendar year 2025 so far.

  • Jefferies believes this market decline could offer an opportunity to evaluate quality stocks with strong growth catalysts.

  • Positive on India EMS, capex recovery, and summer themes, suggesting a selective approach.

  • Foresees capex recovery in first half of calendar year 2025, with raw material volatility being a key monitorable.

  • Key picks include Polycab, Amber Enterprises, Voltas and Crompton.

Jefferies’ Greed & Fear

  • Removes the 20% weighting in Chinese ten-year government bonds.

  • Increases investments in India’s ten-year and Singapore’s ten-year government bonds by five percentage points each.

  • Initiates investment in Turkish ten-year local currency government bonds, yielding 26.2%.

Nuvama Initiates Buy On Signature Global

  • Initiates a ‘Buy’ recommendation with a target price of Rs 1,436.

  • Recognized as a premier developer with a proven track record of execution excellence.

  • Benefits from a low-cost land bank located in the attractive Gurugram market.

  • Demonstrates strong margins and rapid sales velocity, contributing to high capital efficiency.

  • On track to achieve net-cash status.

Jefferies On Inventurus Knowledge Solutions

  • Initiates a ‘Hold’ rating with a target price of Rs 1,575.

  • A niche tech-ops vendor catering to US-based healthcare providers.

  • The market presents strong growth opportunities but may remain fragmented.

  • Projects a 14% organic revenue CAGR from financial year 2025 to financial year 2027E.

  • Margin expansion and deleveraging are expected to drive EPS growth.

  • Valuation limits upside potential.

JMFinancial On Baazar Style Retail

  • Initiates a ‘Buy’ recommendation with a target price of Rs 400.

  • Strong growth potential within a large, largely unorganised total addressable market.

  • Robust execution is seen as a key enabler for growth in a competitive market.

  • High potential for store expansion driven by strong unit economics.

  • Expects a Revenue/Ebitda/PAT CAGR of 30%/36%/50% over financial year 2024-2027.

Bernstein On IndusInd Bank

  • Maintains an ‘Outperform’ rating but reduces the target price to Rs 1,000 from Rs 1,300.

  • Stock is considered cheap; however, the top five concerns and risks preventing investors from committing are: Pledged stocks, Management credibility, Deposit outflows, accounting issues and asset quality.

Citi On Sona BLW

  • Maintains a ‘Buy’ rating but lowers the target price to Rs 570 from Rs 630.

  • Key differentiator for Sona Comstar compared to other Indian Business-to-Business part makers is its large order book.

  • Although the order book remains strong, potential near-term risks include lower global demand leading to weaker incremental orders and possible delays in existing orders.

  • Maintains ‘Buy’ due to the size of the order book and product diversification.

Goldman Sachs On Godrej Consumer

  • Maintains a ‘Buy’ rating with a target price of Rs 1,370.

  • Third quarter performance is viewed as an anomaly, with strong volume growth expected to continue.

  • Poised to become the fastest-growing FMCG company in the coverage for financial year 2026.

  • Household Insecticides business is on track for structural market share-driven growth.

  • Margins are expected to recover as soap pricing gradually reflects palm oil inflation.

. Read more on Markets by NDTV Profit.Jefferies has removed the 20% weighting in the Chinese ten-year government bond and replaced it by increasing the investments in India and Singapore 10-year bond by five percentage points each.  Read MoreMarkets, Business 

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