Buy or sell: Stock recommendation by brokers for November 27, 2025 -check list
Analysts said the company is tactically pivoting to capitalise on a J-curve-like exponential growth in the new energy segment even as core solar looks sanguine.
The company is rising capacity, going for backward integration and steady domestic content requirement (DCR)-linked realisation underpin the broker’s FY26–FY28 revenue and earnings before interest, taxes, depreciation, and amortisation (EBITDA) estimates.
They also feel that the talks about overcapacity concerns in the sector are overblown given an increasingly difficult environment to raise critical funding.
They also feel the company’s margins would moderate over the medium term, but comprehensive integration to wafers, battery energy storage systems (BESS), transformers, inverters shall help sustain growth and de-risk.
Analysts also said that early-stage, high-growth industry life cycle calls for even higher valuation.DAM Cap has a buy rating on Dodla Dairy with the target price at Rs 1,600.
Analysts said the company is scaling up with control which is a structural growth story.
Its structural strengths include integrated procurement and diversified growth, while its financial momentum include earnings scalability with capital prudence.
They feel the company stands at an inflection point.Investec has a hold rating on Tata Motors Passenger Vehicles with the target price at Rs 410.
Analysts expect that the company’s feature rich ‘Sierra’ to shake up the fast-growing mid-SUV segment even though the car’s base model, petrol variant is priced about 5-10% higher that the market leaders in that segment.
They expect Sierra to be a key catalyst for growth in the mid-size SUV segment.Goldman Sachs has a buy rating on Godrej Consumer Products with the target price at Rs 1,425.
Analysts said that the company’s overall ambition for high single digit volume growth in India business is driven by high growth categories that include home insecticides, where the growth is expected to be driven by a combination of electrics and incense sticks.
In the soap segment, a mean reversion is expected over the few 12 months. They said that the high growth categories are seeing rapid scale up.Disclaimer: The opinions, analyses and recommendations expressed herein are those of brokerage and do not reflect the views of The Times of India.
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