10 stocks purchased for a long time: JM Finance is bullish, with a few LargeCap, MidCap, SmallCap; this is why
Are you looking for a year’s perspective on stock investment ideas? Domestic broker JM Financial has carefully selected several stocks from different categories, including large and small caps. These stocks cover various sectors such as finance, real estate and IT.
Many companies announced fourth-quarter revenue. Here is a list of these stocks and their target prices:
Central limit | OneSource Professional Pharmaceutical Stock Price Target
JM Financial recommends buying OneSourcePharma stock for Rs 2,049. In terms of valuation, the brokerage firm evaluates the company as a 22x EV/EB multiple.
Analysts at JM Financial expect revenues of 25E to 27e, Ebidta and APAT are 35%, 52% and 129% CAGR due to growth in GLP-1 product sales.
largecap | Bajaj financial stock price target
JM Financial recommends buying Bajaj Finance stock with a one-year target of Rs 9,500. Brokers expect AUM compound annual growth rate of 24% between 25-27E.
According to analysts at JM Financial, the current valuation is well-received and offers limited upside in the near term.
largecap | Hexagon technology share price target
According to analysts, even if not incumbent businesses, IT companies’ hexagonal technology is increasing participation in large deals, such as sales focused on high-quality logos, strong execution, transformation of platform leadership or efficiency capabilities. According to analysts, these factors are positive for neutralization approach terms.
The brokerage firm recommends buying Hexaware Technologies stock with a one-year goal of Rs 860.
Central limit | Indiamart InterMesh stock price target
JM Financial recommends buying Indianamat Intermesh shares with a target of Rs 2,570.
Fourth Quarter Results: PAT grew over 80% in 4Q
According to the broker, management recommends that it would rather focus on product enhancements than gain new customers in the next few quarters, meaning that the recent collection growth of independent businesses will be dominated by implementation, limiting meaningful upside potential to collect growth.
SmallCap | Share price targets for the entire industry
JM Financial recommends buying comprehensive industry stocks with a one-year target of Rs 390.
The broker expects that the MDF sector will gradually recover due to overcapacity in the market.
SmallCap | FEDBANK Financial Stock Price Target
JM Financial recommends buying FedBank Financial shares at a one-year target of Rs 105. The bank's payment amount is Rs 5,600 crore.
The broker said the SmallCap company has hired senior directors for its single lap business, and the intermediate change is expected to be completed in the next two quarters.
The broker believes that the current valuation of 1.1 times FY27E BVP is still attractive, and the average ROA returns of ROA in 26-27E are still attractive in the 2.5% average ROA.
SmallCap | DCB Bank Stock Price Target
JM Financial's “buy” position on DCB bank stock is Rs 150.
DCB Bank Q4 Results: The bank reported PAT performance in 4QFY25, while PAT grew 17%, while 14% QOQ grew 14%
Despite the challenging deposit mobilization environment, these deposits also grew by 22%. However, management stressed that any further tax cuts could have a negative impact on profit margins, as banks are unlikely to raise lower interest rates entirely through competitive intensity to depositors. To alleviate this pressure, banks are focused on maintaining strong fee income growth.
Largecap | Maruti Suzuki Share Price Target
JM Financial recommends buying Maruti Suzuki shares at a one-year goal of Rs 13,300.
The EBITDA for the automotive industry in the fourth quarter was 10.5% lower than the broker’s expectations (150bps).
The company's retail volume increased by 4% during the period.
The brokerage firm's revenue growth is estimated to drop from 16% to 8% in FY26 and revenue growth rate in FY27 from 11% to 10%.
largecap | Hindustan zinc sharing price target
JM Financial has recommended a 12-month target of Rs 530 for buying Hindustan zinc shares.
Given that senior captive mines have promoted 100% captive power plants, considerable scale and diversified revenue streams over decades, brokers are present at the lower end of the global cost curve, the stock is favorable to stocks.
Largecap | MacRotech developers share price targets
The brokerage recommends buying shares of MacRotech developers with a goal of Rs 1,480, a year-long vision. The real estate company reported an inline quarter with pre-sale bookings of Rs 48.1 crore and annual bookings of Rs 176.3 crore
Despite higher expenditure on land investment, approved and annuity assets of Rs 69.1 billion, net debt remains Rs 40 billion and net debt equity is 0.2 times.
According to its historical performance, the company maintained its 20% growth guidance and aimed at achieving a reservation of Rs 21,000 crore, which received new releases worth Rs 18,800 crore and inventory of Rs 33,300 crore, assisted by the 26E fiscal year.
According to the broker, the Macrotech developers have added Rs 25,000 crore to new projects, and the company expects continued business development momentum.
Largecap | Shriram Finance Stock Price Target
JM Financial recommends buying Shriram Finance stock for Rs 730.
Q4 results: The LargeCap company reported a PAT of Rs 21.4 crore. According to the broker, the growth rate of AUM also remained stable at 3% (QOQ) and 17% (YOY) with health expenditure of Rs 44,800 crore; about 14% and 2% (QOQ).
The brokerage said: “The management guide is consistent with the gains of AUM growth rate of more than 15%, credit costs and profit margins. It also raised their credit cost assumptions to 20bps during the 26-27E period.
(Disclaimer: The views/advices/advices expressed here in this article are only by investment experts. Zee Business recommends that its readers consult their investment advisors before making any financial decisions.)
