Fund Houses Update - 07 August 2025

Dear Trader...

Fund Houses Recommendations

• CLSA on PVR: Maintain Outperform on Company, raise target price at Rs 1920/Sh (Positive)

• CLSA on NCC: Maintain Outperform on Company, raise target price at Rs 315/Sh (Positive)

• Antique on Bharti Airtel: Maintain Buy on Company, raise target price at Rs 2222/Sh (Positive)

• MOSL on Bharti Airtel: Maintain Buy on Company, raise target price at Rs 2285/Sh (Positive)

• MOSL on PFC: Maintain Buy on Company, target price at Rs 490/Sh (Positive)

• Bernstein on Bajaj Auto: Maintain Outperform on Company, target price at Rs 11000/Sh (Positive)

• Jefferies on Prestige: Maintain Buy on Company, raise target price at Rs 1850/Sh (Positive)

• GS on Pidilite: Maintain Buy on Company, target price at Rs 3400/Sh (Positive)

• Antique on TRENT: Maintain Buy on Company, raise target price at Rs 7301/Sh (Positive)

• MOSL on TRENT: Maintain Buy on Company, cut target price at Rs 6400/Sh (Positive)

• Citi on TRENT: Maintain Buy on Company, cut target price at Rs 7150/Sh (Positive)

• MOSL on Concor: Maintain Buy on Company, cut target price at Rs 670/Sh (Neutral)

• MOSL on Gujarat Gas: Maintain Buy on Company, cut target price at Rs 500/Sh (Neutral)

• MOSL on Lupin: Maintain Neutral on Company, cut target price at Rs 2000/Sh (Neutral)

• Antique on Divis Lab: Maintain Hold on Company, target price at Rs 6575/Sh (Neutral)

• Jefferies on Divis Lab: Maintain Hold on Company, target price at Rs 6750/Sh (Neutral)

• MOSL on Divis Lab: Maintain Neutral on Company, cut target price at Rs 6320/Sh (Neutral)

• MOSL on Britannia: Maintain Neutral on Company, target price at Rs 5850/Sh (Neutral)

• Bernstein on Bajaj Fin: Maintain Underperform on Company, target price at Rs 640/Sh (Neutral)

• CLSA on Bajaj Auto: Maintain Outperform on Company, cut target price at Rs 9971/Sh (Neutral)

• Citi on Bajaj Auto: Maintain Sell on Company, target price at Rs 7300/Sh (Neutral)

• Jefferies on Bharat Forge: Maintain Underperform on Company, target price at Rs 950/Sh (Neutral)

• Jefferies on Hero Motocorp: Maintain Underperform on Company, target price at Rs 3330/Sh (Neutral)

• BofA on PVR: Maintain Underperform on Company, target price at Rs 945/Sh (Neutral)

• GS on Lupin: Maintain Neutral on Company, raise target price at Rs 2025/Sh (Neutral)

• UBS on PFC: Maintain Buy on Company, cut target price at Rs 580/Sh (Neutral)

• Jefferies on Trump Tariffs: Remain hopeful of an eventual trade deal with the US (Neutral)

• BofA on Trump Tariffs: Still see downside risks to both the current account, growth and potentially even inflation (Negative)

• Citi on Trump Tariffs: It could impact both current and capital account flows and put pressure on currency market (Negative)

• CLSA on BHEL: Maintain Underperform on Company, target price at Rs 198/Sh (Negative)

Warm Regards... 

Nikhil Bhatt
Business Editor
Investment Point
Contact :- 99390 80808
www.nikhilbhatt.in

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