Brokerages remain bullish on select BSE large-cap stocks across sectors. According to Trendlyne data, 10 large-cap stocks — including Axis Bank, Bajaj Finance, ITC, Tata Motors, Tata Power, and Varun Beverages — have received strong analyst ratings and are projected to deliver returns of up to 28%. Here’s the list: Strong upside
Titan, HCL Tech and State Bank of India were also among the laggards.
However, Hindustan Unilever, Asian Paints, ICICI Bank, Power Grid, HDFC Bank and ITC were the gainers.
Stock markets are in for an event-heavy week ahead with a raft of Q1 earnings from blue-chips, the US Fed interest rate decision and foreign investors trading activity driving investors' sentiment, analysts said.
Macroeconomic data announcements, monthly auto sales numbers and global market trends would also guide movement in the domestic equities, they said.
Among Sensex firms, Tata Motors, Bharti Airtel, Bajaj Finance, Maruti, Bajaj Finserv, ICICI Bank, HDFC Bank and Reliance Industries were the major gainers.
However, Hindustan Unilever, UltraTech Cement, Bharat Electronics and ITC were among the laggards.
Aditya Birla Real Estate (ABREL) shares, significantly down from their peak, are under scrutiny as investors await Q1 results and a funding plan. Technical indicators offer mixed signals, with analysts divided on the stock's potential to rebound. The company's strategic divestment of its pulp and paper division aims to bolster its real estate focus, but near-term losses weigh on sentiment.
ICICI Bank jumped 2.76 per cent after the company posted a 15.9 per cent jump in its consolidated net profit for the June quarter to Rs 13,558 crore compared to Rs 11,696 crore in the year-ago period.
HDFC Bank climbed 2.19 per cent despite the firm reporting a 1.31 per cent decline in its consolidated net profit to Rs 16,258 crore for the June 2025 quarter.
Mahindra & Mahindra, Bharat Electronics, Kotak Mahindra Bank and Tata Motors were also among the gainers.
FMCG Sector: FMCG companies anticipate a slight sales volume increase for the June quarter, with revenue growth varying due to pricing strategies and demand. While some firms may face margin pressure from rising material costs and advertising, Marico and Tata Consumer Products are favored by analysts. The Nifty FMCG index has recently outperformed broader market indices.
FMCG companies anticipate a slight sales volume increase for the June quarter, with revenue growth varying due to pricing strategies and demand. While some firms may face margin pressure from rising material costs and advertising, Marico and Tata Consumer Products are favored by analysts. The Nifty FMCG index has recently outperformed broader market indices.
Among Sensex firms, Mahindra & Mahindra, Tech Mahindra, State Bank of India, Infosys, Adani Ports and ITC were the major gainers.
However, Eternal, Sun Pharma, Tata Steel, Tata Motors, Bajaj Finance and Bharat Electronics were among the major laggards.