Buy or promote: Stock recommendation by brokers for August 12, 2025

HSBC has a purchase on SBI with the goal value at Rs 960. Analysts mentioned the lender had an in-line working efficiency through the April-June quarter (Q1) when sturdy treasury revenue led to revenue after tax (PAT) beat whereas asset high quality developments had been contained. They really feel the banking main is well-positioned to ship wholesome mortgage development, defend internet curiosity margin (NIM) aided by capital increase, larger loan-to-deposit ratio and decrease liquidity.UBS initiated its protection on HDB Financial with a impartial ranking and a goal value of Rs 790. Analysts really feel the NBFC has a robust franchise however the inventory is pretty valued. They forecast mid-teen property development over FY25-FY28. The NBFC has a diversified portfolio with vital cyclicality, however asset high quality path within the close to time period is a very powerful monitorable.Jefferies maintained an underperform ranking on Tata Motors with the goal value minimize to Rs 550 from Rs 600 earlier. Analysts mentioned the auto main introduced a giant miss in Q1 numbers amid rising headwinds. Its Q1 earnings earlier than curiosity, taxes, depreciation and amortisation (EBITDA) fell to a 10-quarter low. They see a number of headwinds throughout companies with JLR going through elevated competitors and consumption tax in China, larger guarantee prices and battery electrical car transition. Also, its key fashions are beginning to age.Morgan Stanley maintained an equal-weight ranking on Manappuram Finance with the goal value at Rs 270. Analysts mentioned the gold mortgage main continued to see transition pains because it pivoted again to gold loans. It has a goal of 75% of consolidated AUM and 18-19% gold mortgage yields like friends. Analysts minimize Manappuram Finance’s FY26-FY28 consolidated earnings per share (EPS) estimate by 14% every because of a miss at Asirvad and decrease standalone gold mortgage yields.Motilal Oswal Securities maintained a impartial ranking on Info Edge with the goal value raised to Rs 1,380 from Rs 1,350. Analysts mentioned Info Edge’s Q1 numbers had been regular regardless of uneven hiring demand. They really feel its margins are doubtless capped because of excessive advertising and marketing spend, whereas non-recruitment development offsets moderation within the recruitment section. They see restricted margin enlargement within the close to time period. They additionally really feel the corporate’s growth-led investments to proceed, that are depending on a recruitment rebound.Disclaimer: The opinions, analyses and proposals expressed herein are these of brokerage and don’t replicate the views of The Times of India. Always seek the advice of with a certified funding advisor or monetary planner earlier than making any funding selections.