Investment Screeners
Curated investment opportunities identified by the Vista Equity framework
Analyst Favorites
Highest conviction analyst recommendations
Current Price
709
Target Price
957
Upside
+35.1%
Analysts
22
Recommendation Rationale
HDFC Bank's strategic focus on refinancing high-cost liabilities with cheaper deposits aims to drive margin recovery amidst post-merger integration challenges. Leadership transition and governance concerns present execution risks, impacting investor confidence.
Current Price
7,150
Target Price
8,432
Upside
+17.9%
Analysts
19
Recommendation Rationale
Eicher Motors' robust growth in premium motorcycles is supported by aggressive capacity expansion and strong export performance, though margin pressures from commodity inflation and a sluggish heavy-duty vehicle market pose challenges.
Current Price
1,253
Target Price
1,444
Upside
+15.2%
Analysts
19
Recommendation Rationale
JSW Steel's aggressive capacity expansion and vertical integration initiatives, including the Odisha slurry pipeline and increased captive raw material sourcing, support analysts' positive outlook despite challenges from rising import competition and input cost volatility.
Current Price
388
Target Price
496
Upside
+27.7%
Analysts
18
Recommendation Rationale
Bharat Electronics' robust order backlog and strategic focus on high-growth defense technologies, such as counter-drone systems and directed energy weapons, underpin analysts' positive outlook, despite challenges from product mix-driven margin volatility and reliance on government contracts.
Current Price
325
Target Price
408
Upside
+25.5%
Analysts
18
Recommendation Rationale
Digital transformation and diversification into non-vehicle lending segments drive Mahindra & Mahindra Financial Services' growth prospects, supported by AI-enabled operational efficiencies and a robust liquidity position, despite competitive pressures and cyclical risks in vehicle finance.
Current Price
959
Target Price
1,188
Upside
+23.8%
Analysts
18
Recommendation Rationale
Bajaj Finance's robust AUM growth and operational efficiencies through AI-led initiatives support a positive outlook, despite premium valuations and competitive pressures. Expansion in gold loans and digital platforms are key strategic priorities.
Current Price
942
Target Price
1,164
Upside
+23.6%
Analysts
18
Recommendation Rationale
Hindalco's growth is driven by elevated aluminium prices, Novelis recovery, and capacity expansions, despite near-term coal cost pressures and aluminium price volatility.
Current Price
2,950
Target Price
4,019
Upside
+36.2%
Analysts
17
Recommendation Rationale
Mahindra & Mahindra's aggressive capacity expansion in SUVs and EVs, alongside strong market leadership, supports analysts' positive outlook despite margin pressures from commodity inflation and competitive intensity in the SUV segment.
Current Price
10,956
Target Price
14,094
Upside
+28.6%
Analysts
17
Recommendation Rationale
UltraTech Cement's strategic diversification into the wires and cables market with the 'Ultravolt' brand leverages its extensive distribution network, aiming for rapid scale and a top-two market position, despite initial profitability challenges.
Current Price
263
Target Price
320
Upside
+21.9%
Analysts
17
Recommendation Rationale
ITC's robust growth in the FMCG and paperboard segments supports a positive outlook, despite challenges from increased cigarette taxes and geopolitical tensions affecting the agri-business.
Current Price
4,587
Target Price
5,487
Upside
+19.6%
Analysts
17
Recommendation Rationale
Titan Company's robust growth outlook is driven by its dominant position in the Indian jewelry market, aggressive store expansion, and strategic focus on organized retail. Analysts highlight risks from gold price volatility and international market challenges.
Current Price
1,749
Target Price
2,064
Upside
+18.0%
Analysts
17
Recommendation Rationale
Coforge's strategic focus on AI-led growth and the successful integration of Encora underpin analysts' positive outlook, despite governance challenges and execution risks related to board transitions and ongoing audits.
Current Price
1,346
Target Price
1,527
Upside
+13.4%
Analysts
17
Recommendation Rationale
Cipla's growth is driven by a strong domestic chronic-care portfolio and strategic US respiratory and peptide launches, despite temporary US supply disruptions and margin pressures. Analysts highlight the company's robust balance sheet and potential for M&A.
Current Price
4,984
Target Price
5,603
Upside
+12.4%
Analysts
17
Recommendation Rationale
InterGlobe Aviation's strategic international expansion and fleet ownership model leverage its dominant domestic market share, enhancing long-term growth prospects despite near-term pressures from fuel costs and geopolitical tensions.
Current Price
250
Target Price
372
Upside
+48.7%
Analysts
16
Recommendation Rationale
Swiggy's transition to an Indian Owned and Controlled Company (IOCC) and a 1P inventory-led model for Instamart is expected to enhance margins and operational flexibility, despite risks of index exclusion due to foreign ownership caps.
Current Price
1,070
Target Price
1,354
Upside
+26.5%
Analysts
16
Recommendation Rationale
Voltas's strategic expansion in the room air conditioner market, bolstered by a 50:50 JV with Atomberg for compressor manufacturing, supports growth prospects despite margin pressures from commodity inflation and geopolitical challenges.
Current Price
320
Target Price
374
Upside
+17.0%
Analysts
16
Recommendation Rationale
Eternal Ltd's strategic shift towards sustainable profitability and infrastructure-led growth in quick commerce and food delivery supports analysts' positive outlook, despite competitive pressures and increased capex impacting near-term margins.
Current Price
994
Target Price
1,139
Upside
+14.6%
Analysts
16
Recommendation Rationale
Infosys' strategic focus on AI services, now contributing 8.2% of revenue, and a robust large deal pipeline support long-term growth prospects, despite near-term challenges from macroeconomic uncertainties and client-specific issues impacting revenue guidance.
Current Price
1,524
Target Price
1,609
Upside
+5.6%
Analysts
16
Recommendation Rationale
Tech Mahindra's strategic pivot towards AI-driven services and modernization initiatives underpins analyst optimism, supported by consistent margin expansion and robust deal momentum. Challenges include competitive pricing pressures and macroeconomic uncertainties impacting client spending.
Current Price
410
Target Price
550
Upside
+34.3%
Analysts
15
Recommendation Rationale
Delhivery's strategic focus on expanding express parcel volumes and integrating AI-driven services underpins analysts' positive outlook, despite near-term margin pressures from fuel and labor costs. Expected margin recovery in H2FY27 is a key catalyst.
Current Price
1,757
Target Price
2,274
Upside
+29.4%
Analysts
15
Recommendation Rationale
Bharti Airtel's growth is driven by tariff hikes and premiumization in India, robust free cash flow generation, and expansion in digital infrastructure, despite competitive pressures and rising costs impacting margins.
Current Price
154
Target Price
190
Upside
+23.5%
Analysts
15
Recommendation Rationale
Ashok Leyland's robust domestic market share in MHCVs and strategic expansion into non-cyclical segments like defense and EVs underpin positive growth expectations, despite margin pressures from commodity cost inflation and geopolitical export disruptions.
Current Price
417
Target Price
490
Upside
+17.6%
Analysts
15
Recommendation Rationale
Kotak Mahindra Bank's strategic acquisition of Deutsche Bank's Indian retail assets and leadership transition are key growth drivers, enhancing its affluent and SME segments. However, challenges in capital utilization and deposit growth remain concerns.
Current Price
4,668
Target Price
5,424
Upside
+16.2%
Analysts
15
Recommendation Rationale
Hindustan Aeronautics' robust Rs 2.54 lakh crore order book and strategic shift towards a balanced manufacturing-to-MRO revenue mix underpin analysts' positive outlook, despite execution risks tied to supply chain constraints.
Current Price
320
Target Price
321
Upside
+0.2%
Analysts
15
Recommendation Rationale
Nykaa's robust revenue growth in beauty and fashion, driven by premiumization and omnichannel expansion, supports analysts' positive outlook, despite competitive pressures in fashion and potential cost headwinds from regulatory changes.
Current Price
1,672
Target Price
1,644
Upside
-1.6%
Analysts
15
Recommendation Rationale
Aurobindo Pharma's strategic pivot towards biosimilars and biologics CDMO, bolstered by the Lannett acquisition, underpins analysts' positive outlook despite regulatory and integration risks.
Current Price
850
Target Price
1,174
Upside
+38.2%
Analysts
14
Recommendation Rationale
Godrej Consumer Products' strategic focus on premiumization, category expansion, and innovation through G-lab supports a positive long-term outlook despite near-term margin pressures from trade destocking and increased media spending.
Current Price
1,879
Target Price
2,500
Upside
+33.1%
Analysts
14
Recommendation Rationale
Hindustan Unilever's strategic shift to the 'Winning In New India' framework emphasizes volume-led growth through premiumization and market development, supported by increased capex and AI-driven efficiencies. However, competitive pressures and commodity price volatility pose risks.