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Brokerages turn bullish on Tata Consumer, Ambuja, and Blue Dart
Motilal Oswal upgraded buy ratings for Tata Consumer, Ambuja Cements, and Blue Dart, highlighting growth visibility across FMCG, healthcare, and logistics amid improving domestic demand.
Brokerage firm Motilal Oswal issued fresh buy ratings on several Indian companies, citing strong earnings visibility and favorable valuations. The report includes Tata Consumer Products, Niva Bupa, Gland Pharma, Blue Dart Express, Ambuja Cements, and Ajanta Pharma. Revised target prices reflect optimism around expanding consumption demand, healthcare growth, and logistics recovery. Analysts noted improving margins in FMCG and cement sectors, with tailwinds from rural revival and infrastructure projects. Investor sentiment in defensive stocks remains steady amid global market volatility.