Britannia Industries shares are in focus as the company reports partial disruption at its Jhagadia plant due to a strike. Despite this, Q3FY25 earnings showed a 4.5% rise in net profit to Rs 582 crore. Analysts have set an average target price of Rs 5,287, indicating a 10% upside. The stock has fallen 23% in the last six months.

Indian benchmark indices have traded higher for the seventh consecutive session, driven by gains in banking and IT stocks. The BSE Sensex rose 265 points, while the Nifty50 gained 80 points, following U.S. President Donald Trump s indication of potential tariff exemptions for various countries.

JM Financial gives a buy call on Bharat Heavy Electricals with a target price of Rs 358. The current price is Rs 214.75. BHEL operates in the Engineering sector and has reported a total income of Rs 7385.00 crore and a net profit of Rs 116.44 crore for the quarter ended 31-12-2024. Promoters hold a 63.17% stake.

Foreign investors net purchased $515 million worth of stocks during the week ending March 21, according to data compiled by Bloomberg. This inflow, which includes passive flows from the FTSE All World Index rebalancing, contributed to the NSE Nifty 50 Index wiping out its year-to-date losses on Monday.

Ajay Bagga, market expert, highlights signs of economic recovery in India, mentioning the end of an earnings recession and a return of government capex. The Nifty and Bank Nifty indices gains signal investor optimism. He s confident about continued FII flows, financials, and industrials, with positive expectations for PSU banks despite past challenges.

IREDA shares rose 4% to Rs 176.80 on the BSE, ahead of its board meeting to discuss the borrowing plan for FY 2025-26. The company had earlier notified in a filing that the meeting, scheduled for the same day, would consider matters related to the borrowing plan as per SEBI s regulations.

Leading brokerage firms have shared their latest stock recommendations, highlighting investment opportunities across key sectors in the next 12 months.

Jonathan Schiessl of Westminster Asset Management discusses sector prospects. He sees potential in IT, selective healthcare, and FMCG for medium to long-term investments. He advises caution on the auto and metal sectors due to competition and global issues. Schiessl emphasizes remaining updated on news affecting tariff-sensitive sectors and suggests patience with capital goods.