Broker Stock Recommendations for September 1, 2025: Buy or Sell?
Kotak Securities has upgraded its rating for Clean Science from “reduce” to “buy,” setting a target price of Rs 1,370, slightly down from Rs 1,380. This change comes after the stock experienced a significant decline of over 20% in just a month, primarily due to the founding family’s sale of a 24% stake, which has now been completed. Analysts believe the risk-reward ratio for the stock has improved, citing a robust pipeline of growth projects. Meanwhile, Nuvama has maintained a “buy” recommendation for Aditya Vision, raising its target price from Rs 503 to Rs 580, as the company navigates inventory challenges and anticipates improved demand due to upcoming GST cuts.
Clean Science Upgrade and Market Response
Kotak Securities’ recent upgrade of Clean Science reflects a shift in market sentiment towards the stock. After a steep decline of over 20% in a month, analysts are now optimistic about the company’s future. The drop in stock price was largely attributed to the founding family’s decision to sell a substantial 24% stake, which has now concluded. Analysts have reassessed the company’s growth potential and found the risk-reward ratio more appealing. They noted that Clean Science has a healthy pipeline of growth projects, which could drive future performance. The modest adjustments to earnings estimates were made based on new disclosures, indicating a more favorable outlook for investors.
Aditya Vision’s Inventory Management Strategy
Nuvama’s decision to maintain a “buy” rating on Aditya Vision highlights the company’s strategic response to recent inventory challenges. The firm raised its target price from Rs 503 to Rs 580, reflecting confidence in the company’s ability to manage excess stock. Following a weak performance in the April-June quarter, Aditya Vision halted air conditioner orders to address inventory levels. The company benefits from strong support from original equipment manufacturers (OEMs), which has been crucial in clearing out excess stock. Additionally, the doubling of demonstrator incentives and an extension of working capital have further aided in inventory management. Analysts are optimistic that upcoming GST cuts will stimulate demand in the next season, positioning Aditya Vision for a recovery in sales.
TVS Motor’s Competitive Edge in the EV Market
UBS has issued a “buy” rating for TVS Motor, setting a target price of Rs 3,475. The analysts believe that the launch of the new Orbiter model, which is attractively priced and aimed at younger consumers, will enhance TVS Motor’s leading position in the electric vehicle (EV) market. The competitive landscape in the electric two-wheeler (e2W) segment is expected to intensify with recent product launches from various manufacturers. TVS Motor’s proactive approach in introducing innovative products is seen as a strategic move to maintain its market dominance amid growing competition.
Dr. Agarwal’s Healthcare Merger Plans
Motilal Oswal Securities has reiterated its “buy” recommendation for Dr. Agarwal’s Health Care, with a target price set at Rs 530. Analysts are optimistic about the proposed merger between Dr. Agarwal Eye Hospital and Dr. Agarwal Healthcare, which is expected to enhance earnings per share (EPS) accretion. The merger is anticipated to be completed within the next 12 to 24 months, pending necessary approvals. On a pro-forma basis, the merger will eliminate minority interests related to the 28% stake held by public shareholders in the healthcare entity, potentially streamlining operations and improving financial performance.
Investec has maintained a “sell” recommendation on Indigo, setting a target price of Rs 4,050, indicating a potential downside of approximately 29%. Analysts express concerns that the stock’s current valuations already reflect aggressive growth expectations through FY30, while earnings momentum appears to be weakening. Additionally, they caution that any increase in supply could further pressure the stock price, making it a less attractive investment option at this time.
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