Ambuja Cements, Adani Green & More: Top Stock on Brokers Radar for May 2

Goldman Sachs has recommended ‘buy’ on Trent with a target price of Rs 6,970 on Trent. Analysts said the company’s margin was better than expected by him. He said that the weak gross margin probably indicated more than the normal discount during the end of the end of the season, the operational cost was significantly below the estimates, which led to an operating margin expanded.Some operating costs were unusually low in the mass marrow quarter. In addition, the management mentioned that the entire year’s profitability is more representative of the business.
Motilal Oswal Financial Services has given a ‘buy’ rating on Varun Beverages with a target price of Rs 665. Analysts believe that the company has maintained its quantity in the domestic market and its expansion in international markets, moving well with integration in South Africa. The management industry is confident of the guidance of its double-digit development on the back of tailwind and expands new markets every year in addition to VISI-coolers (in domestic and international markets).
Elara Securities India has reiterated its ‘deposit’ call on Ambuja Cements with unchanged target price for Rs 616. Analysts believe that the cement chief has been well deployed to give healthy amounts to a healthy amount, to meet better demand, ramp-up in acquired property and ongoing capacity expansion. Additionally, while the recent out of cement prices will support a close-term difference, its constant attention on cost savings initiative should help keep a check on margin in the medium period.There are significant risks for calling a sub-cross demand, weak cement price and faster increase in fuel price.
The incredible equities have maintained their ‘Ad’ recommendation on Aditya Birla Sunlife AMC with a target price of Rs 800, but have removed it from its high-conversion stock list. Analysts believe that the company is taking the right steps to improve market share. However, they see that the competition is intensifying, with unstable capital markets, which is losing weight on the equity fund market share movement and SIP inflow. Major negative risk new funds have low traction and have a high employee attraction rate.
Emkay Global Financial Services has a ‘buy’ rating on Adani Green with a target price of Rs 1,500. Analysts said that the company reported an increase in operational capacity and improving capacity utilization factor, leading to a high increase in power sales. The feeling of the book was stable on the basis of the quarter, while the merchant co -infectious rose was part. The management highlighted that the rains affected the work of the KAVDA project in FY 25, thus slowing the capacity of 3.3GW, although the FY26 guidance is healthy on 5GW, with 1GW likely to be commissioned within a month.
Disclaimer: The opinion, analysis and recommendations expressed here are of brokerage and do not reflect the views of the Times of India. Always consult a qualified investment advisor or financial planner before taking any investment decision.