Purchase or promote: Inventory advice by brokers for August 11, 2025 – Occasions of India


Jefferies has put a purchase advice on Titan with the goal value at Rs 3,800. Analysts mentioned through the April-June quarter (Q1) the corporate demonstrated sturdy progress throughout manufacturers beneath jewelry in addition to watches, together with margin enlargement. A part of the margin acquire was bolstered by one off however adjusted for a similar its earnings earlier than curiosity, taxes, depreciation, and amortisation (EBITDA) was additionally forward of estimates.Goldman Sachs has a purchase ranking on Web page Industries with the goal value at Rs 50,000. Analysts mentioned throughout Q1, the corporate’s revenue after tax (PAT) was properly forward of estimates, led by gross margin enlargement. Its normalized quantity progress was seemingly in mid-single digits, however is predicted to steadily recuperate. They mentioned that the aggressive depth within the business is structurally decrease, and the corporate is prone to profit as macros recuperate.Morgan Stanley maintained its obese ranking on AU Small Finance Financial institution with the goal value at Rs 860. Analysts mentioned the RBI granted in-principle approval to the lender for common banking license, which is a giant optimistic. This could permit AU Financial institution to enhance its model visibility, and additional increase legal responsibility franchise, and assist maintain sturdy progress. The license permits the lender to develop its product suite, buyer base, and geographic attain.Motilal Oswal Securities maintained its impartial ranking on Solar TV Community with the goal value lower to Rs 600 from Rs 625 earlier. Analysts mentioned the corporate confirmed a weak begin to FY26 and going ahead restoration in commercial income stays the important thing monitorable. They lower Solar TV’s FY26–27 EBITDA by 3-4% resulting from weak point in commercial income and elevated operational expense. They lower Solar TV’s FY26-27 PAT by 5-8%.Nomura maintained its purchase ranking on Cummins India with the goal value at Rs 3,800. Analysts mentioned the corporate’s Q1 numbers have been sturdy as these beat on all fronts. Its income jumped 26% on an annual foundation which was led by sturdy performances in each home gross sales and exports. The corporate additionally confirmed a 17% beat on EBITDA estimate which was resulting from improved working leverage. They mentioned the administration remained cautiously optimistic within the close to time period.