Nykaa offers an attractive combination of category leadership, strong execution, multiple growth levers, and improving profitability, says Shrikant Chouhan, Head of Equity Research at Kotak Neo.
The structural earnings outlook for JSW Steel remains positive given it's focus on cost optimization, captive raw material integration, and scale expansion, says Shrikant Chouhan of Kotak Neo.
Kotak Securities recommends 'Add' on Hindustan Aeronautics and 'Buy' on Honasa Consumer, citing strong order visibility and margin expansion for both the companies.
Shrikant Chouhan of Kotak Securities believes that Ujjivan Small Finance Bank has navigated the stress cycle better than most, and the shift to secured lending broadens the earnings base.
Shrikant Chouhan of Kotak Securities recommends Kajaria Ceramics and Vedanta Aluminium as top stock picks, citing bullish breakouts, strong volume support, and positive technical indicators
Geographically, DCB has a diversified pan-India presence with a stronger footprint across western and southern India, while continuing to expand selectively into underpenetrated markets.
Shrikant Chouhan of Kotak Securities continues to like Deepak Nitrite from a near-term perspective, as elevated phenol spreads and a stronger Q1FY27 should support robust earnings
Shrikant Chouhan, Head of Equity Research at Kotak Securities explains why the brokerage has an 'ADD' rating on Sobha and a 'BUY' rating on Equitas Small Finance Bank.
Shrikant Chouhan, Head of Equity Research, Kotak Securities explains why the brokerage is bullish on Smartworks Coworking Spaces and Aptus Value Housing.
Stocks to buy today: Shrikant Chouhan of Kotak Securities has recommended a 'Buy' on ITC and NBCC, with fair value seen at ₹365 and ₹115, respectively.
