Buy or promote: Stock recommendation by brokers for August 14, 2025

Motilal Oswal Financial Services has upgraded Bharat Dynamics to purchase from impartial with an unchanged goal value of Rs 1,900. Analysts mentioned the inventory’s valuation is popping cheap. During the April-June quarter (Q1), Bharat Dynamics delivered robust 30% annual progress in execution on the again of a robust order ebook and the easing of provide chain points as in comparison with final 12 months. With a robust order ebook, they count on execution to scale up additional within the coming quarters. They additionally count on Bharat Dynamics to profit from a robust prospect pipeline of practically Rs 50,000 crore and an emergency procurement program.ICICI Securities has maintained its purchase recommendation on Jyothy Laboratories with the goal value reduce to Rs 430 from Rs 450 earlier. Analysts mentioned in Q1 the corporate’s efficiency was subdued, with income/quantity progress impacted by heightened aggressive depth throughout segments. Volume progress was pushed by the material care and dishwash classes, and the agricultural markets continued to outperform the city markets. Going forward, the administration stays cautiously optimistic.PL Capital maintained its purchase ranking on Cello World with the goal value reduce to Rs 678 from Rs 746 earlier. Analysts mentioned the corporate in Q1 introduced delicate income progress together with margin strain throughout segments. Consumerware income (69% of complete income) reported delicate progress because of the early onset of rains, which affected the hydration class, whereas glassware merchandise grew 50%. Writing devices confronted weak demand in each export and home markets, although the corporate expects demand enchancment in FY26, pushed by new launches, greater promoting spends to drive market share enlargement, and a robust export order pipeline.Jefferies has a purchase ranking on FSN E-Commerce Ventures with a barely greater goal value of Rs 250 from Rs 240 earlier. Analysts mentioned, regardless of slowing city consumption together with continued fast commerce ramp-up, Nykaa reported a powerful 26% progress in magnificence enterprise together with margin enlargement. They mentioned that vogue progress picked up, and the administration continued to stability progress and profitability. Its B2B ecommerce had one other blockbuster quarter. Marketing spends in magnificence & private care merchandise continued to go up, signalling progress focus. Own manufacturers reached a powerful Rs 2,700 crore in annualised gross merchandise worth. Nykaa Now (faster supply) continues to scale up properly.Emkay Global Financial Services retained its scale back ranking on Hindalco with a goal value of Rs 650. Analysts mentioned that the corporate reported Q1 earnings earlier than curiosity, taxes, depreciation and amortisation (EBITDA) of Rs 8,670 crore (down 15.8% on the quarter), led by weak point in Novelis. Aluminium upstream EBITDA fell 15.7% on the quarter on decrease costs, partly offset by cheaper coal. Per the administration, Novelis was impacted by excessive scrap costs and tariffs. Key initiatives, together with captive coal mines, are anticipated to chop prices by about 30%, with preliminary output in FY27. Downstream EBITDA reached a file excessive whereas the copper section gained from higher realizations regardless of decrease therapy and refining fees.Disclaimer: The opinions, analyses and suggestions expressed herein are these of brokerage and don’t replicate the views of The Times of India. Always seek the advice of with a professional funding advisor or monetary planner earlier than making any funding choices.