On Friday, August 14, investors will be closely watching 18 stocks. Quarterly results, block deals and major business updates could trigger significant movement in these counters. While some companies have reported strong profit growth, others have seen pressure on margins and earnings.
1. Grasim Industries: Jefferies Raises Target Price
Jefferies has retained its BUY rating on Grasim Industries and raised the target price to ₹3,910. Based on a CMP of ₹3,300, the stock has an implied upside of around 18.5%.
Grasim reported a strong turnaround in Q1 FY27, with standalone net profit at ₹247 crore compared with a loss of ₹118 crore in the year-ago quarter. Revenue increased around 21%, indicating an improvement in operating performance.
2. Tata Consumer Products: Jefferies Maintains BUY
Tata Consumer Products remains one of Jefferies' preferred Tata stocks. The brokerage has maintained its BUY rating with a target price of ₹1,450.
The company reported Q1 FY27 revenue of ₹5,349 crore, up 12% year-on-year. EBITDA increased 19% to ₹730 crore, while net profit rose 29% to ₹427 crore. India branded business recorded underlying volume growth of 13%, while growth businesses expanded 47%.
3. Tata Steel: Jefferies BUY with ₹240 Target
Jefferies has retained Tata Steel among its preferred Tata Group stocks with a BUY rating and a target price of ₹240.
Tata Steel reported consolidated net profit of around ₹2,318 crore in Q1 FY27, up 11.6% year-on-year. Better domestic steel prices and strong performance from the India business supported earnings. India steel production stood at 5.82 million tonnes, compared with 5.23 million tonnes a year earlier.
4. Indian Hotels: Jefferies' Top Pick
Indian Hotels Company remains one of Jefferies' preferred Tata Group stocks. The brokerage has maintained its BUY rating with a target price of ₹875.
Consolidated net profit rose 20.7% year-on-year to ₹357.9 crore in Q1 FY27. Revenue from operations increased 14.6% to ₹2,339 crore, while EBITDA rose 18% to ₹753 crore. EBITDA margin stood at 31.1%.
The company opened 11 new hotels during the quarter, taking its portfolio to 645 hotels, with a pipeline of 263 properties.
5. Voltas: Jefferies Maintains BUY
Jefferies has retained its BUY rating on Voltas with a target price of ₹1,670, compared with a CMP of ₹1,403. This implies a potential upside of around 19%.
Key factors for Voltas include room air-conditioner demand, the summer season, distribution expansion and increasing penetration of cooling products. Commodity prices, competition and margin pressure remain important factors for profitability.
6. Trent: HOLD, Growth Story Remains Intact
Jefferies has maintained its HOLD rating on Trent with a target price of ₹3,435.
Q1 FY27 revenue increased 18% to around ₹5,755 crore, while profit rose approximately 22%. Expansion of Westside and Zudio supported earnings, although like-for-like sales growth remained relatively weak.
Revenue growth was below analysts' expectations of around 20-21%, putting the focus on store productivity and comparable-store growth.
7. Titan Company: Jefferies HOLD, Morgan Stanley BUY
Brokerage views on Titan remain divided. Jefferies has a HOLD rating with a target price of ₹3,800, while Morgan Stanley has an Overweight rating with a target of ₹3,876.
Titan's consolidated profit increased 63% year-on-year to ₹1,777 crore in Q1 FY27, while total income rose 40% to ₹20,753 crore. The jewellery segment remained the key growth driver, with core jewellery revenue increasing 43%.
EBIT margin improved to 13.4% from 11.8%.
8. TCS: Jefferies Issues SELL Call
Jefferies has assigned a SELL rating to TCS with a target price of ₹1,800.
TCS reported Q1 FY27 revenue of ₹72,275 crore, up 13.9% year-on-year. Net income stood at ₹13,849 crore, while operating margin was 24%. The company's annualised AI revenue reached $2.6 billion, while total contract value stood at $9.5 billion.
Growth expectations, pricing pressure and Tata Group-related governance concerns remain key factors for investors.
9. Tata Motors: Brokerage View Calls for Caution
Jefferies has a SELL rating on Tata Motors with a target price of ₹300.
Tata Motors Passenger Vehicles reported an 80% decline in Q1 FY27 profit to ₹775 crore, while revenue increased 9%. Supply-chain disruptions, challenges at Jaguar Land Rover and raw-material costs weighed on profitability.
At the same time, the commercial-vehicle business reported stronger growth. Investors therefore need to assess the performance of the individual businesses and listed entity before drawing conclusions from the brokerage target.
10. Tata Power: Jefferies SELL Call
Jefferies has issued a SELL rating on Tata Power with a target price of ₹350, compared with a CMP of ₹412, implying around 15% downside.
Despite the cautious brokerage stance, Tata Power reported a strong operational performance in Q1 FY27. PAT increased 11% year-on-year to ₹1,401 crore. Revenue stood at ₹18,898 crore and EBITDA at ₹4,249 crore, with both increasing 8% year-on-year.
Renewable energy, manufacturing and energy storage remain key long-term growth areas.
11. Lenskart Solutions: Goldman Sachs and Morgan Stanley Positive
Global brokerages remain positive on Lenskart Solutions. Morgan Stanley has a target price of ₹666, while Goldman Sachs has set a target of ₹690.
Lenskart reported a 182.3% year-on-year increase in Q1 FY27 PAT to ₹228 crore, while revenue rose around 34%. Strong prescription eyewear demand, store expansion and premium products supported growth.
The stock also gained around 7% following the results, while several brokerages, including Jefferies, raised their target prices.
12. Achieve Life Sciences: Morgan Stanley Sees High Upside
Morgan Stanley has assigned a BUY rating to US-listed Achieve Life Sciences with a target price of $13, compared with a CMP of $4.35. This implies potential upside of around 199%.
The company is developing cytisinicline, a smoking-cessation drug candidate. In June 2026, the US FDA issued a Complete Response Letter concerning the company's cytisinicline NDA.
Achieve Life Sciences reported a net loss of $10.2 million in Q1 2026, while operating cash use stood at $6.9 million.
13. Andersen Group: Morgan Stanley Maintains HOLD
Morgan Stanley has maintained its HOLD rating on Andersen Group with a target price of $54.
Andersen Group operates in tax, valuation and financial advisory services. Revenue increased 15.7% year-on-year to $240.7 million in Q1 2026. Net income stood at $17.7 million compared with $50.6 million in the year-ago period.
Higher equity-based compensation expenses affected reported profitability, while adjusted net income stood at $62.9 million. The company has maintained 2026 full-year revenue guidance of approximately $980 million-$1 billion.
14. NetApp: Goldman Sachs Maintains BUY
Goldman Sachs has maintained its BUY rating on NetApp with a target price of $210, compared with a CMP of $122.
NetApp reported quarterly revenue of $1.95 billion in Q4 FY26, up 12% year-on-year. Full-year FY26 revenue stood at $6.93 billion, representing 5% growth.
All-flash array revenue increased 18% to $1.2 billion, while public-cloud revenue rose 11% to $182 million during the quarter.
Demand for AI and data infrastructure remains an important growth opportunity for the company.
15. MCX: JP Morgan Maintains BUY View
JP Morgan has a BUY rating on MCX with a target price of ₹5,150, with FPI inflows identified as a potential catalyst.
MCX reported strong earnings growth in Q1 FY27. Revenue stood at around ₹701 crore, compared with ₹373 crore a year earlier, while net profit increased to ₹413 crore from ₹203 crore.
Higher commodity trading activity and rising volumes supported the exchange's earnings performance.
16. Gland Pharma: Nomura Maintains BUY
Nomura has maintained its BUY rating on Gland Pharma and raised the target price to ₹3,330 following the company's strong Q1 FY27 performance.
Consolidated profit increased 47% year-on-year, while revenue rose 20%. The stock gained around 12% following the results.
Strong CDMO growth, international business and improved execution remained key positives for the pharmaceutical company.
17. HPCL: Motilal Oswal Retains BUY
Motilal Oswal has a BUY rating on HPCL with a target price of ₹590.
The brokerage view comes despite a weak Q1 FY27 performance. HPCL reported a standalone net loss of ₹11,526 crore compared with a profit of ₹4,371 crore in the year-ago quarter.
Total income increased 21% to ₹1.46 lakh crore, but marketing margins came under pressure amid the West Asia conflict and higher crude oil prices.
The brokerage's bullish outlook is largely linked to expectations of a recovery in refinery margins, although near-term earnings volatility remains high.
18. Indian Bank: Nuvama's Short-Term BUY Call
Nuvama has selected Indian Bank for an intraday BUY call, with a CMP of ₹897, target price of ₹985 and stop-loss at ₹855.
On the fundamental front, Indian Bank's Q1 FY27 net profit increased 10% year-on-year to ₹3,273 crore. Total income stood at ₹20,724 crore, while net interest income increased 17% to ₹7,435 crore.
Asset quality also improved, with gross NPA declining to 1.86%. Operating profit increased 16.5% during the quarter.
