Top stocks to buy: Stock recommendations for October 27, 2025 – check list
Macquarie has an outperform rating on Hindustan Unilever with the target price at Rs 3,000. Analysts feel steady demand recovery and reversal of 200 basis points impact from GST transition to drive the company’s expectations of sales growth above 4% in the second half of the fiscal. They feel the company’s focus on premiumisation and volumes meets improving demand conditions.CLSA has a hold rating on Colgate Palmolive with the target price at Rs 2,130. Analysts said the company missed estimates across the board driven by weak sales. Its sales decline of 6.3% on the year as below the expectations of the analysts. The company has announced new innovations in body wash portfolio.Jefferies has an underperform rating on Laurus Labs with a raised target price of Rs 700. Analysts said the company’s better than expected performance during the July-Sept quarter (Q2) was led by strong performance in antitroviral (ARV) sales due to shipment timing, however overall outlook for the segment remains muted. The company’s Contract Development & Manufacturing Organization (CDMO) sales remained steady, supported by commercial animal health supplies. The company announced $600 million capex (over eight years) for a new Vizag site and plans to invest in some of the modalities that call for a long investment phase.Morgan Stanley has an equal weight rating on Bharat Forge with the target price at Rs 1,050. Analysts said that media reports suggest that India’s army has signed a contract with Bharat Forge (BFL) and PLR Systems to acquire 425,000 close quarter battle (CBQ) carbines. The total order size of Rs 2,770 crore. BFL had earlier stated that the company was an L1 bidder for supply of 60% of the total order. Analysts expect BFL’s defense business to rise to 18% of FY27 top line against 12% in FY25. However, they said weak US Class 8 truck demand and US tariffs remain the headwinds for the company.Nuvama has a hold rating on Cipla with the target price at Rs 1,725, up from Rs 1,651. Analysts said Cipla and Eli Lilly have signed a distribution agreement for tirzepatide in India. Eli Lilly is on track to record Rs 900 crore in secondary sales in FY26. Cipla gets a head start in India’s untapped GLP-1 market via Yurpeak launch.Disclaimer: Recommendations and views on the stock market, other asset classes or personal finance management tips given by experts are their own. These opinions do not represent the views of The Times of India
