Morgan Stanley's Take on Kotak Mahindra Bank

Morgan Stanley continues to favor Kotak Mahindra Bank with an overweight rating, despite lowering the target price to Rs 2,600. The bank faced challenges in the April-June quarter, with a notable decline in net interest margin and higher-than-expected non-performing loans. Analysts anticipate a tough current quarter but expect earnings to rebound, driven by deposit repricing and CRR cut benefits.

Jefferies' Outlook on Cipla

Jefferies maintains a hold rating on Cipla, increasing the price target to Rs 1,690. The quarter saw disappointing performance in key markets, but strong sales in other regions and upcoming US drug launches in FY27 offer hope for growth.

Nuvama's Perspective on IDFC First Bank

Nuvama advises holding IDFC First Bank, with a target price of Rs 68. The bank showed progress in reducing MFI portfolio stress, though overall slippages rose due to a specific incident, with growth momentum remaining strong.

Macquarie's View on Titan

Macquarie rates Titan as outperform, targeting Rs 4,150. Titan's strong brand and growth potential in the UAE and Kuwait are highlights, despite slower EPS accretion than expected.

Citigroup's Recommendation for Bank of Baroda

Citigroup recommends buying Bank of Baroda, with a target of Rs 310. The bank's Q1 net profit met expectations, with analysts foreseeing stable NIMs and higher credit growth in FY26-27.

Disclaimer: The views and recommendations above are those of the respective analysts and do not represent the stance of The Times of India.