LIC CEO On Share Price Performance, 12X PAT Growth & Why LIC Stock Could Rise
LIC CEO expects the LIC stock to benefit and rise as broader market conditions improve.
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredIndian IT sector 3 →Small private sector banks (India) 3 →Crude oil 3 →
LIC CEO expects the LIC stock to benefit and rise as broader market conditions improve.
Mahindra looks well positioned in the passenger vehicle segment.
Highlights Finolex as a potential accumulation opportunity during significant corrections.
Recommends staggered buying or SIP in frontline pharma name Aurobindo Pharma.
Recommends staggered buying or SIP in frontline pharma name Torrent Pharma.
Welspun Corp can deliver reasonable returns of around 15-16% over a 12-18 month horizon on 25-30% earnings growth, though valuations are fair to expensive after the 200% rally.
Sees opportunities in hospitals and diagnostics where improving margins and demand could support growth over the next 12-18 months.
Gaurang Shah is positive on India's IT sector, expecting AI-related hiring, acquisitions and AI revenue contributions to improve returns for longer-term investors.
FCNR deposit inflows past $130 billion boost forex reserves and could support/strengthen the rupee.
Gold could face further near-term pressure from rising global bond yields.
A move above $97 could push Brent crude toward $103–105.
Caplin Point seen as having strong growth potential ahead after receiving confirmation from Colombia's drug regulator for one of its facilities.
Gland Pharma seen as having strong growth potential ahead after completing a US FDA inspection with zero observations, driving renewed investor interest.
Pankaj Pandey (ICICI Direct) remains positive on Adani Ports as a business, believing it could benefit once the West Asia crisis stabilises and trade normalises, backed by a strong 4-5 year growth plan and consistent quarterly numbers.
Amber Enterprises positioned to benefit from India's EMS growth story
Kaynes Technology positioned to benefit from India's EMS expansion and higher value addition
EMS names including Dixon should benefit from India's electronics manufacturing growth and government policy support
Titan is flagged as a gold-related investment opportunity that could benefit from rising gold demand.
Small private banks are set for a comeback: NIM compression is likely behind them with margins improving in H2, aided by festive-season consumption, strong credit growth, reasonable valuations and stable asset quality.
Highlights Uno Minda as a preferred auto ancillary pick
Highlights Samvardhana Motherson as a preferred auto ancillary global supplier
Nomura initiates Buy on Lenskart with a ₹888 target implying significant upside; expert sees large expansion scope
Escalating US-Iran conflict shifting to a 'warm war' scenario should keep crude oil prices rising.
Maneesh Dangi says the Indian market could perform better over the next six to twelve months despite cautious investor sentiment.
Eternal remains a top portfolio pick and is expected to reclaim its previous all-time highs over the medium to long term.
Improving corporate earnings should keep the mid- and small-cap rally going through 2026.
Harendra Kumar remains cautious on defence stocks — stretched valuations and order books already priced in leave limited margin of safety
Nykaa continues to deliver strong compounding growth in digital consumption.
Maruti Suzuki is an attractive auto pick; margins were pressured but profitability is expected to improve.
Aniruddha Sarkar is bullish on Arvind Limited, expecting it to be a big winner in India's textile sector on the back of its high-margin advanced/technical materials division and sector recovery.
Elara Capital names Bajaj Auto as an attractive auto pick.
PSU banks are a better bet than private banks given stronger lending/deposit growth, ROE and discounted valuations; expressed via a PSU Bank ETF.
Garden Reach Shipbuilders could benefit from healthy order books over the next two to three years.
Cochin Shipyard could benefit from healthy order books over the next two to three years.
Bharat Dynamics could benefit from defence order inflows over the next two to three years.
Dr Lal PathLabs is an opportunity on improving margins and easing competitive pressure for H2 FY27.
Lupin is a pharma pick citing strong numbers and improving margins.
Sun Pharma is a pharma opportunity to accumulate on declines.
Thyrocare is a pick in diagnostics on improving margins and easing competition.
Hindustan Zinc could rally as part of a positive metals outlook.
Bharat Electronics could benefit from defence order inflows over the next two to three years.
Investors should hold rather than exit SBI Cards; festive-season spending from September to December should revive credit card spending.
Ajay Kedia expects silver prices to rebound/move higher, with price targets for Diwali and year-end.
Sunny Agrawal highlights Anthem Biosciences as a preferred pharma idea.
Sunny Agrawal highlights Concord Biotech as a preferred pharma idea.
Citi downgrades Lupin to Sell with a ₹2,050 target, citing slowing US business, margin pressure and execution risks.
Solar Industries highlighted as attracting strong interest from large fund managers within a favoured defence sector.
Indian Bank is a top pick for a one-to-one-and-a-half-year investment horizon.
Varun Beverages' move into own brands could unlock long-term value creation.
HDFC Bank could see further downside toward ₹675–680 over the coming weeks or month.
SBI is a preferred pick for a one-to-one-and-a-half-year horizon on strong CASA and new business growth.
Indian Hotels may benefit from increased travel and wedding demand.
Phoenix Mills could gain from improving launches and collections in real estate during the festive season.
Tata Steel could benefit from improving volumes and stronger revenue and EBITDA growth.
Blue Dart is highlighted as a beneficiary of the air freight opportunity, supported by shipment growth, e-commerce and FTAs.
The aluminum foray and heavy capex could be negative for Reliance in the short to medium term, with concerns over returns and demanding valuations keeping the stock under pressure for about two years.
Gold financing companies could benefit from sustained strength in gold prices; Manappuram Finance remains on the radar.
Recommends P. N. Gadgil Jewellers as part of a jewellery basket benefiting from higher gold prices and festive demand.
Recommends Kalyan Jewellers as part of a jewellery basket benefiting from higher gold prices and festive demand.
Nifty may fall to 24,000.
Apollo Tyres gaining after a UBS buy call, within a bullish auto ancillary view.
MCX could be better placed than BSE as it continues expanding its product offerings.
Rising gold prices, festive demand and the wedding season could support jewellery stocks including PC Jeweller.
Rising gold prices, festive demand and the wedding season could support jewellery stocks including Thangamayil Jewellery.
Axis Direct sees another 10% upside in CCL Products.
Bond yields are expected to rise further on inflation pressure from higher oil.
Rising bond yields and elevated oil increase the possibility of a broader global market correction in the near term.
Abhishek Basumallick warns that persistent inflation and geopolitical uncertainty could push U.S. bond yields higher.
Laurus Labs highlighted as a pick on strong earnings and European demand for small molecules.
Jubilant Ingrevia highlighted as a specialty chemicals pick on strong earnings and management commentary.
SRF highlighted as a specialty chemicals pick backed by strong earnings and European demand for small molecules.
Dharmesh Kant highlights Navin Fluorine as a specialty chemicals pick on strong earnings and management commentary.
SML Mahindra targets ₹12,500 crore business and doubling market share to 12% by FY31, with the CV sector poised for significant growth.
JSW Steel could be considered for buying on declines.
Hindalco could be considered for buying on declines.
Vedanta remains in focus as a metals pick with aluminium and copper prices gaining globally.
NMDC received Sell calls from Citi and Goldman Sachs, with Citi's target price at ₹80.
BSE is under pressure with near-term risks from the STT hike, RBI bank guarantee norms, weaker options volumes; Jefferies downgraded with a cut target of ₹2,940.
Banks could face pressure, with prolonged geopolitical uncertainty potentially affecting asset quality.
Gabriel India highlighted as a notable auto ancillary name.
Minda Corporation highlighted as a notable auto ancillary name.
Sona BLW continues to show robust performance with a positive three-to-four-year outlook.
SJS Enterprises highlighted as a notable auto ancillary name.
Pricol has delivered strong growth across its businesses and is a preferred auto ancillary pick.
Lumax Auto Technologies highlighted as a notable auto ancillary growth pick.
Ujjivan Small Finance Bank is in focus as a preferred pick after raising its ROE guidance.
Solar Industries is expensive at current levels and should not be bought here; wait for a correction or sharp dip to accumulate.
Cautious on Lenskart despite strong results, citing possible one-time gains and heavy competition.
Sees potential in Ashok Leyland on strong CV demand.
Dikshit Mittal believes much of the pressure on the rupee is behind us and expects the rupee to stabilise/strengthen, drawing FIIs back.
Mittal is bullish on Paytm, citing market share gains from brick-and-mortar players and improving unit economics/profitability.
Ambareesh Baliga says recurring controversies and NHAI action could keep PNC Infratech stock under pressure in the near term.
Ambareesh Baliga believes the strong Q1 results could mark the beginning of a fresh upward move for Pidilite.
Ambareesh Baliga says Trent is unlikely to see a sustained rally unless same-store sales growth improves meaningfully.
MTAR looks strong.
Shipbuilders look strong.
He believes Ola Electric offers long-term opportunity but is a higher-risk investment.
Godrej Consumer Products remains one of his preferred FMCG picks.
Vora sees growth opportunities in data center ancillaries.
City Union Bank is highlighted as a top banking pick expected to outperform.
Jana Small Finance Bank is highlighted as a top banking pick expected to outperform.
Vinit Bolinjkar shares a positive outlook on ICICI Prudential Life.
Vinit Bolinjkar names SBI Life as his top insurance pick.
Mihir Vora says CDMO stocks remain a compelling long-term investment theme benefiting from China+1 and global pharma partnerships.
Vinit Bolinjkar remains bullish on Cummins India despite the earnings miss, expecting pricing adjustments to offset cost pressures.
Capital market-related stocks highlighted as a key sector with long-term growth potential.
Karur Vysya Bank is highlighted as a top banking pick expected to outperform.
Vinit Bolinjkar picks ICICI Bank as a top banking bet and potential outperformer.
Vinit Bolinjkar remains cautious on IT stocks, warning the dollar de-pegging trade could weigh heavily on the sector if broader markets correct.
Travel flagged as a key beneficiary of the next growth cycle.
Vaibhav Sanghavi says crude oil could move back to the $60–$65 per barrel range if Middle East tensions stabilise, with OPEC supply adding pressure.
Godrej Properties is well-positioned to benefit from sustained housing demand over the long term.
Prestige Estates is well-positioned to benefit from sustained housing demand over the long term.
Brigade Enterprises is well-positioned to benefit from sustained housing demand over the long term.
KEI Industries is well-positioned to benefit from increasing investments in grid expansion, solar parks and housing, with structural demand expected to stay strong.
Polycab is well-positioned to benefit from grid expansion, solar parks and housing investment; expert remains highly bullish on wires and cables over the medium to long term.
Expert remains positive on Hyundai among four-wheeler leaders.
Expert remains positive on Federal Bank, which has strong Gulf presence and should benefit most from FCNR inflows.
Ola Electric continues to struggle with weak stock performance and business challenges, lagging Ather.
Ather Energy is the stronger EV player with better sales growth, financial performance and operational stability, and continues to outperform Ola Electric.
Despite strong Q1, IREDA's technicals remain weak with every rally ending in fresh declines; a meaningful turnaround is expected to take at least a couple of quarters, so avoid fresh buying.
Expert advises caution on the LIC OFS, saying LIC has failed to create shareholder value and recommends against increasing exposure to traditional insurers.
Oberoi Realty is cited as one of the expert's preferred real estate stocks alongside DLF.
Expert remains bullish on DLF despite the Q1 miss, calling it a one-off, and advises accumulating on declines as long as it holds ₹600, with a medium- to long-term view.
Expert remains positive on Kotak Mahindra Bank among preferred private lenders.
Expert remains positive on M&M as a four-wheeler leader amid robust demand and easing raw material costs.
Expert remains positive on HDFC Bank as a top pick benefiting from rising FCNR deposit inflows.
Expert remains positive on Axis Bank as a top pick benefiting from FCNR inflows.
Expert remains positive on Bajaj Finance's long-term trajectory after strong results, though some near-term consolidation is possible.
Despite the 9% post-Q1 fall, gold finance companies like Muthoot are well-positioned long term; investors should look past short-term volatility.
Long-term outlook for gold remains strong and it should be part of every diversified portfolio.
Asian Paints remains optimistic about growth, expecting festive and wedding season demand to support retail sales while industrial/B2B businesses outperform the broader market.
Large caps may outperform mid- and small-cap stocks as global index-linked inflows return.
Bullish on EMS stocks: PLI incentives, semiconductor partnerships and rising volumes are long-term drivers, and the sector could see another phase of growth and re-rating.
Telecom is highlighted as a sector with strong demand and FY27 growth potential.
Mid and small caps reported stronger numbers and continued to outperform.
Banks could benefit from strong credit demand and healthy balance sheets in FY27.
India will remain the 'pharmacy to the world' for years despite US tariff concerns, on strong manufacturing, research and product innovation.
Defence remains supported by strong order books and infrastructure needs.
Eicher Motors delivered an impressive performance with healthy growth and strong global expansion prospects, though Bajaj Auto is preferred.
HUL could remain a strong long-term investment opportunity, with margins and growth prospects expected to improve over time on distribution strength, premiumisation and recovering consumption.
Expects further upside in the IT sector over the next 12 to 18 months.
Mphasis is a preferred midcap IT pick with potential for 30-40% upside over the next 12-18 months.
Titan may inch up higher.
Bajaj Auto may inch up higher.
Old economy businesses can still create wealth and may lead the next market rally when backed by earnings growth, improving ROE and better capital allocation.
Maruti Suzuki targets 25-30% growth in the SUV segment with rising CNG demand.
Groww offers stronger long-term growth on improving profitability and better unit economics.
KPIT highlighted as a selective bet in IT.
Favours HCLTech in IT for its diversified business model.
CFO sees ₹170 cr expansion adding ₹250-300 cr revenue at 18-20% EBITDA margins with strong domestic and export demand ahead.
Amazon's aggressive expansion will pressure Swiggy more than Eternal.
Canara Bank management expects continued loan/deposit growth and further improving asset quality through FY27.
Tata Power CEO sees continued growth across renewables, transmission and capex-driven expansion in FY27.
Eternal remains the top pick in quick commerce on Blinkit leadership, food delivery growth and District traction.
Coforge CEO guides for an 'exceptional performance year' in FY27 with continued margin expansion and strong deal momentum.
Persistent highlighted as a selective bet in IT.
KEC International described as a high-conviction idea.
Pine Labs described as a high-conviction idea.
Jeena Sikho Lifecare cited as a preferred domestic healthcare play.
FDC cited as a preferred domestic healthcare pick.
Thyrocare cited as a preferred domestic healthcare pick.
HCG cited as a preferred domestic healthcare play insulated from global macro and US FDA risks.
FCNR(B) inflows could reach $60-70 billion over the remaining two months of the scheme, providing meaningful support/strength to the Indian rupee.
Rainbow Children's Medicare is a preferred pick in the hospital sector.
Max Healthcare is a preferred pick in the hospital sector.
Narayana Health is a preferred pick in the hospital sector.
Fortis Healthcare is a preferred pick in the hospital sector.
Apollo Hospitals is a preferred name in the hospital sector with strong long-term growth.
Simultaneous disruption of the Strait of Hormuz and Bab el-Mandeb chokepoints is expected to tighten oil supply and push oil prices higher.