Broker Stock Recommendations for November 18, 2025: Buy or Sell Insights
Jefferies has issued an underperform rating for Tata Motors’ passenger vehicle segment, setting a target price of Rs 300. The company’s financial performance has been adversely affected by a cyberattack at Jaguar Land Rover (JLR), leading to an EBITDA loss in the July-September quarter of FY26. Analysts anticipate that disruptions from the cyberattack will persist into the third quarter but are expected to normalize by the fourth quarter. Despite a stronger position in the Indian passenger vehicle market, Tata Motors faces significant challenges, particularly with JLR, due to rising competition and changing market dynamics.
Tata Motors Faces Challenges Amid Cyberattack Fallout
Tata Motors is grappling with the repercussions of a cyberattack that has severely impacted its JLR division. The company reported an EBITDA loss for the second quarter of FY26, primarily due to these disruptions. Analysts from Jefferies have highlighted that while the Indian passenger vehicle market remains relatively stable, it is unlikely to compensate for the ongoing struggles at JLR. The challenges for JLR are compounded by increased competition, a consumption tax in China, and the aging of key vehicle models. As the company navigates these headwinds, the outlook for its passenger vehicle segment remains uncertain, with analysts urging caution.
GMR Airports Sees Positive Growth Trajectory
In a contrasting report, Kotak Institutional Equities has upgraded GMR Airports to a buy rating, raising the target price to Rs 107. The company has demonstrated a robust performance in its non-aeronautical metrics, particularly at its Delhi and Hyderabad airports. The second quarter of FY26 saw a notable 12% increase in revenue, with 6% attributed to the expansion of retail space. Analysts expect that as passenger growth rebounds in the second half of FY26, GMR Airports will continue to benefit from rising non-aeronautical revenues, which are projected to grow in the mid-teens. The company’s leverage has also decreased, indicating a healthier financial position moving forward.
Hero MotoCorp’s Market Position Strengthens
Morgan Stanley has given Hero MotoCorp an overweight rating, setting a target price of Rs 6,471. The company has shown signs of recovery, with market share declines appearing to have stabilized. Analysts noted gains in the scooter, electric vehicle (EV), and premium bike segments, driven by GST-led price reductions that have revitalized entry-level demand. The festive season has further contributed to a 17% increase in volumes. With expectations of margin expansion towards 15.3% by FY28, Hero MotoCorp’s stock is viewed as attractive, bolstered by a dividend yield exceeding 3%. However, analysts have flagged potential risks related to upcoming ABS regulations in FY27.
LG Electronics Positioned for Growth
Nomura has assigned a buy rating to LG Electronics, with a target price of Rs 1,900. The company is seen as well-positioned to capitalize on the trend of affordable premiumization in the durables market. Although LG’s Q2FY26 results were slightly below expectations, analysts remain optimistic about the company’s growth prospects. New product launches, a focus on B2B sales, and an emphasis on localization are expected to drive both growth and margin improvements. The management has reported market share gains across various categories, particularly in premium appliances, which are leading the recovery in the third quarter of FY26. With an estimated 24% compounded annual growth rate for earnings per share from FY26 to FY28, LG Electronics presents an appealing investment opportunity.
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