Elara Capital has picked as many as 20 stocks from the large-cap, mid-cap and small-cap baskets, suggesting upside potential of up to 150 per cent.
Meesho is well placed to benefit from e-commerce growth driven by rising tier 2 penetration, leveraging its value play and ‘affordability’ flywheel to drive user growth and order frequency, said Axis Capital.
Five stocks, namely Reliance Industries, HDFC Bank, ICICI Bank, SBI, and Bajaj Finance, contributed largely to the Sensex’s fall.
Bajaj Finserv: MOFSL said Bajaj Finance provides the scale, profitability and 11 crore customer base and contributed 54 per cent of revenue for Bajaj Finserv in 9MFY26.
JM Financial said that Bajaj Housing is the second-largest HFC in India—after LIC HF. It achieved a robust 28 per cent CAGR in AUM between FY20 and 3QFY2.
Some analysts largely recommended accumulating Bajaj Finance's stock in a staggered manner or on dips, with a long-term perspective.
Bajaj Housing: On the operating front, the company reported a 21 per cent year-on-year (YoY) rise in net profit at Rs 665 crore, compared with Rs 548 crore in the same quarter last year.
Bajaj Finance stock gained 4% intra day to Rs 844.10. Total 3.84 lakh shares of the firm changed hands amounting to a turnover of Rs 39.13 crore.
Axis has named ICICI Bank, Kotak Mahindra Bank, SBI, Federal Bank Ltd, AU Small Finance Bank Ltd, Ujjivan Small Finance Bank Ltd, Shriram Finance Ltd, Bajaj Finance, and Can Fin Homes Ltd as its overall preferred stock picks.
MOFSL said Bajaj Finance, which is down 20 per cent in the past one month, is transitioning into a more mature phase of growth, characterised by tighter risk controls and moderated expansion in select segments.
Emkay suggested HDFC Bank Ltd, L&T, Bajaj Finance Ltd, InterGlobe Aviation Ltd (IndiGo), oil marketing companies such as BPCL, HPCL and IOC, Shriram Finance and Ashok Leyland among top trades.




