Leading market analysts and brokerage firms have identified high-conviction trading ideas for the upcoming session, with a strong consensus emerging on select large-cap names. Top picks include Titan Company, Container Corporation of India (Concor), and Nestle India, alongside infrastructure plays like Dalmia Bharat and NBCC.

Consensus Buy Recommendations on Titan Company

Titan Company emerged as a consensus buy among analysts, with multiple brokerages recommending the stock at current levels. The jewellery major continues to attract positive sentiment despite recent market volatility.

Both analysts see upside potential of approximately 5% from current levels, with tight stop losses to manage downside risk.

Logistics Play: Container Corporation of India

Logistics major Concor received multiple buy recommendations from analysts, reflecting confidence in the infrastructure and logistics sector. The state-owned container transportation company is positioned to benefit from India's growing trade volumes.

Analysts project upside potential of up to 5.40% with conservative stop loss levels around ₹504-505.

FMCG Giant Nestle India Gets Buy Call

Shrikant Chauhan of Kotak Securities recommended a buy on FMCG major Nestle India, citing the company's strong fundamentals and market position. The recommendation comes amid renewed interest in defensive consumer staples.

Infrastructure Sector Picks

Analysts also identified opportunities in the infrastructure space, with cement and construction companies receiving positive recommendations.

Dalmia Bharat

Gaurav Sharma of Globe Capital picked cement major Dalmia Bharat, expecting the stock to benefit from ongoing infrastructure development and housing demand.

NBCC (India)

The state-owned construction company also received a buy recommendation from Sharma, reflecting optimism around government infrastructure projects.

These recommendations span across consumer discretionary, logistics, FMCG, cement, and construction sectors, providing investors with diversified opportunities in the current market environment. The analysts have maintained conservative stop losses while targeting modest but achievable upside potential across all recommendations.

Investment experts provided detailed recommendations on several prominent stocks during NDTV Profit's Ask Profit show, offering guidance to investors on key market positions. G Chokkalingam, Founder & MD of Equinomics Research, and Ruchit Jain from MOFSL shared their analysis on stocks across banking, jewellery, electronics, and pharmaceutical sectors.

Banking and Financial Services Recommendations

For State Bank of India, trading at ₹966.40, Chokkalingam recommended a hold strategy with a target price of ₹1,000.00. He noted that beyond this target, the stock's performance potential appears limited.

Regarding BSE, currently priced at ₹2,651.00, Jain suggested investors hold their positions. He explained that while the overall structure remains positive, shorter-term consolidation may occur, though the broader outlook appears favorable for long-term positions.

Jewellery Sector Analysis

The experts presented contrasting views within the jewellery sector. For Titan Company, trading at ₹3,991.65, Jain issued a buy recommendation, citing good outperformance and potential for continued sector leadership.

For Kalyan Jewellers India at ₹491.45, Jain recommended holding existing positions while suggesting exits on any upward movement. He observed consolidation over the last four to five sessions with relatively low daily volumes and no clear breakout signals.

Industrial and Consumer Sector Views

Bharat Heavy Electricals Limited, trading at ₹281.60, received a hold recommendation from Chokkalingam for long-term investors, indicating confidence in the company's extended prospects.

In the consumer durables space, LG Electronics at ₹1,521.90 prompted a cautious stance from Chokkalingam. He advised existing shareholders to hold but recommended against new purchases, citing valuation contraction in the consumer durables sector. He suggested the stock should fall below ₹1,300.00 to present a buying opportunity.

Pharmaceutical Sector Assessment

Sudeep Pharma, currently priced at ₹622.25, received a clear don't buy recommendation from Chokkalingam. He emphasized that even after potential corrections, the stock remains overvalued based on his research analysis.

Technical and Fundamental Considerations

The experts' recommendations reflected both technical analysis and fundamental considerations. Jain's assessment of PC Jeweller highlighted technical concerns, noting a "low top lower bottom structure" with no reversal signs and describing it as a relative underperformer within its sector.

The analysis covered various market dynamics, including sector-specific challenges such as valuation compression in consumer durables and performance differentiation within the jewellery sector. The experts emphasized the importance of considering both short-term technical patterns and longer-term fundamental prospects when making investment decisions.