Brokerage firms including Motilal Oswal and B&K Securities have suggested their top picks for FY27 which includes names like ICICI Bank, Airtel, Infosys, Titan, BEL, Groww, IndiGo and more.
Among Nifty stocks, MOFSL prefers Bharti Airtel, SBI, ICICI Bank, Lenskart, M&M, Titan, Bharat Electronics, Eternal, Tata Steel, Infosys, and InterGlobe Aviation.
HDFC Bank is seen reporting 5.8 per cent year-on-year (YoY) rise in Q4 net profit at Rs 18,640 crore on 5.5 per cent rise in net interest income (NII) at Rs 33,834 crore.
Jefferies said HDFC Bank trades at 1.6 times estimated FY27 adjusted book value, which is at 20 per cent discount to ICICI Bank Ltd and 10-20 per cent discount to Axis Bank Ltd and Kotak Bank.
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.
IDFC First Bank Ltd, HDFC Bank Ltd, Kotak Mahindra Bank Ltd and YES Bank have seen steep drop of 14-26 per cent in 2026 so far.
Five stocks, namely Reliance Industries, HDFC Bank, ICICI Bank, SBI, and Bajaj Finance, contributed largely to the Sensex’s fall.
Goldman Sachs said it derived earnings stability based on volatility of earnings growth of these companies in the last 10 years.
TCS will declare its results on April 9. The board of the largest domestic IT firm will also consider final dividend for the financial year ending March 31, 2026.
Nuvama expects Bharti Airtel Ltd, Tata Motors, Union Bank, HDFC AMC, Muthoot Finance Ltd, Tata Capital, YES Bank Ltd and Bharti Electronics Ltd (BEL) to see highest passive inflows.
Stocks like Tata Steel, BPCL, United Spirits, NTPC Green, Waaree Energies, Natco Pharma, Welspun Corp, Samman Capital, Ceigall and more will be in the spotlight on Wednesday, March 25.




