Jubilant FoodWorks Ltd., ICICI Prudential Life Insurance Co., and Coal India Ltd. are among top stocks on brokerages’ radar on Friday.

The focus today is on life insurance, coal, and quick service restaurants. Multiple analysts have done a deep dive into the financial sector, and also the consumer discretionary sector.

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

Investec On Life Insurance

  • ICICI Prudential Life Insurance: Upgraded to ‘buy’ rating from ‘hold’ and raised target price to Rs 725 apiece.

  • HDFC Life Insurance: Maintained ‘buy’ rating with a target price of Rs 850 apiece.

  • Max Financial Services: Maintained ‘buy’ rating with a target price of Rs 1,500 apiece.

  • SBI Life Insurance: Maintained ‘buy’ rating with a target price of Rs 1,900 apiece.

  • Life Insurance Corporation of India: Maintained ‘hold’ rating with a target price of Rs 875 apiece.

  • Life insurers have compounded at a healthy rate in the last five years.

  • Life insurance products have value proposition.

  • Life insurers’ persistency and complaints metrics have improved.

  • Life insurers have delivered internal rates of return of 15% plus since inception.

  • Indian life insurers have seen derating owing to multiple reasons.

  • Prefer Max Financial Services and HDFC Life Insurance.

  • Upgraded ICICI Prudential Life Insurance to ‘buy’ rating on valuation comfort.

Morgan Stanley On Coal India

  • Maintained ‘overweight’ rating with a target price of Rs 525 apiece.

  • Sees price hike as a positive development.

  • The levy is 2.5% of the fiscal year ending March 2026 revenue and implies 8% upside risk to the fiscal 2026 earnings estimates.

  • Key to watch would be if the company is able to take price hikes over and above this.

  • Currently forecasting 2% growth in fuel supply agreement realisations.

Morgan Stanley On Jubilant FoodWorks

  • Maintained ‘overweight’ rating with a target price of Rs 781 apiece.

  • Right initiatives to keep growth delivery intact.

  • Showcased how they capitalise on tech in their business.

  • Like the pivot to building platforms to secure higher growth.

  • Aspirations of double digit revenue and profit growth.

Macquarie On Jubilant FoodWorks

  • Maintained ‘underperform’ rating and lowered target price to Rs 575 apiece from earlier Rs 600.

  • Bullish on store additions; measured on margin.

  • Sees tech strengths aiding better store additions, efficient operations.

  • Targets reducing new brand losses.

  • Disappointed by the delayed margin recovery suggested by the 200 basis points plus fiscal years ending March 2025 through March 2028 consolidated profit after tax margin expansion guidance.

  • Likes fiscal 2028 Dominos India store guidance

Morgan Stanley On Crompton Greaves

  • Maintained ‘underweight’ rating with a target price of Rs 352 apiece.

  • Launched Nucleus, an advanced brushless direct current platform, and Xtech, an advanced induction motor platform, to strengthen its fans portfolio.

  • Focus remains on expanding premium share in overall revenue mix.

  • Premium fans are growing approximately 2 times faster than the average fan market growth rate.

  • Crompton Greaves Consumer Electricals targets to increase premiumisation share to 40% of overall portfolio versus 25% current.

Jefferies On Apollo Hospitals Enterprise

  • Maintained ‘buy’ rating with a target price of Rs 7,900 apiece.

  • Near stress-case valuations.

  • Sustainability of 5-7% average revenue per occupied bed growth for Apollo Hospitals Enterprise in light of new bed additions in the sector is a key debate.

  • Average revenue per occupied bed concerns are unwarranted.

  • Bed additions for organised players are approximately 2% of their existing capacity.

  • Additions will only be in a phased manner over 3-5 years.

  • Also, Apollo Hospitals Enterprise has sustained 8.3% average revenue per occupied bed compound annual growth rate over the fiscal years ending March 2011 through March 2020, despite multiple headwinds.

Jefferies On Real Estate

  • Supply catchup to support volumes.

  • Residential markets have started calendar year 2025 with value sales up 10% plus.

  • With elections in base, expect rising supply in 2025.

  • Revival of mid-segment launches and still low volumes in several cities should support demand.

  • Realty stocks are trading below average net asset values.

  • Recent promoter buying from open market signals confidence in underlying business.

  • Prefer DLF, Godrej Properties and Macrotech Developers.

JPMorgan On Coal India

  • Maintained ‘neutral’ rating and raised target price to Rs 420 apiece from earlier Rs 395.

  • Fuel supply agreement price hike announcement is a positive surprise.

  • Anticipate the flow-through to the fiscal years ending March 2026 through March 2027 estimated Ebitda could be 8-9%.

  • Northern Coalfields is the third largest subsidiary of Coal India (18% sales mix).

Morgan Stanley On PB Fintech

  • Naveen Kukreja, chief executive officer of Paisabazaar, has decided to step away from operationally running the business.

  • Remains within PB Fintech as Group President.

  • Will be advising on the future strategy for Paisabazaar and help Policybazaar explore other opportunities from a long-term perspective.

  • Santosh Agarwal, chief business officer of Life Insurance business at PolicyBazaar.com will take over as the Chief Executive Officer of Paisabazaar from March 1, 2025.

  • The group has ambitions for Paisabazaar to expand into pensions and savings.

UBS On Oil Marketing Companies

  • Crude in the mid-$70s indicates healthy integrated margins.

  • But high crude premiums plus narrow light-heavy spreads to impact profitability.

  • Liquefied petroleum gas under-recovery continues; Hindustan Petroleum Corp. most levered to potential government grant.

. Read more on Markets by NDTV Profit.NDTV Profit tracks what analysts are saying about various stocks and sectors. Here are the analyst calls to keep an eye out for on Friday.  Read MoreMarkets, Business, Notifications 

​NDTV Profit