Titan Company emerged as a standout performer among brokerage recommendations despite experiencing significant market pressure. According to reports from The Financial Express, the stock fell over 7% in the Nifty 50 despite maintaining strong fundamentals. Motilal Oswal Financial Services retained its 'Buy' rating on the stock with a target price of ₹5,300, implying an upside of over 18%. The brokerage highlighted the company's superior competitive positioning in sourcing, studded ratio, youth-centric focus, and reinvestment strategy, with Tanishq's competitive edge remaining strong in the category.
Bank of Baroda received positive brokerage attention following its Q4 FY26 results, with JM Financial raising its target price to ₹290 from ₹280, indicating a potential upside of 10%. As reported by The Financial Express, the bank delivered strong performance with net profit growing 11% year-over-year and 11% sequentially, driven by healthy operating performance. However, the results were impacted by various one-offs including tax reversals of ₹1,300 crore, additional floating provision of ₹1,500 crore, and higher employee expenses of ₹520 crore.
Trent demonstrated a significant turnaround in its growth trajectory after several quarters of deceleration. According to reports from The Financial Express, the company's revenue growth rate accelerated to 20% in Q4 FY26, driven by like-for-like recovery in non-cluster stores and easing cannibalisation impact in clusters. Motilal Oswal Financial Services maintained its 'Buy' rating with a target price of ₹5,250, implying an upside of more than 24%. The brokerage noted that recent store additions in Zudio are well spread out, with the company adding 112 stores in 92 unique pin codes and expanding presence to 53 new cities.
Oberoi Realty received continued brokerage support despite mixed quarterly results. As reported by The Financial Express, Nomura maintained its 'Buy' rating with a target price of ₹1,800, implying an upside of 5.7%. The company's revenue jumped 52% year-over-year with EBITDA up 55% and net profit increasing 62% on a low base. However, margins missed slightly due to weaker-than-expected revenue recognition from the 360 West project, though revenue was ahead of consensus due to better performance from the Elysian project.
MobiKwik reported a significant turnaround in Q4 FY26, posting a net profit of ₹4.38 crore compared to a net loss of ₹56 crore in the same quarter last year. According to Kotak Securities, the fintech company also achieved positive EBITDA of ₹10 crore with an improved EBITDA margin of 3.5% from a negative 21% in the previous year. Revenue from operations rose to ₹289 crore from ₹268 crore year-over-year, while contribution profit more than doubled to ₹135.1 crore during the quarter. Despite the strong financial performance, the stock declined 11% to close at ₹202.75 on the National Stock Exchange following the earnings announcement.
Bright Outdoor Media Ltd announced impressive audited financial results for FY26, with net profit reaching ₹24.05 crore and total income crossing ₹155.43 crore. As reported by StockWatch Daily, the company demonstrated strong growth across its advertising and allied business segments, with EBITDA growing 28.68% year-over-year and net profit increasing 26.06% YoY. The company is focused on expanding its Digital LED and DOOH portfolio and strengthening media inventories across airports, metros, and highways, positioning itself well for continued growth in the outdoor advertising sector.
