Hot stocks: 4 stocks that may give 15-38% returns

Various analysts initiated coverage on LG Electronics, Deepak Fertilisers, Arvind, and Tata Capital with buy or equivalent ratings in the past couple of days. These stocks are expected to return between 15% and 38% as per analysts’ price targets.

Deepak Fertilisers
Brokerage: Emkay Global Price Target: Rs 2,000 CMP: Rs 1,449 Upside: 38%

• Market leader in mining and industrial chemicals and water-soluble fertilizers.
• Business restructuring through demerger over the next 2-3 years will lead to value unlocking and multiple re-rating Value of the mining business with an expanded capacity higher than current market-cap of the company

LG Electronics
Brokerage: JP Morgan Price Target: Rs 1,920 CMP: Rs 1,669 Upside: 15%

• Attractive play on rising consumer discretionary spend; home appliance products transitioning to ‘need to have’ from ‘good to have’
• Offers best-in-class superior execution enabled by a diversifi ed portfolio, wide distribution footprint and high innovation intensity
• Value company at estimated Price to Earnings ratio of 48 times, a 10% premium to peers

Tata Capital
Brokerage: JP Morgan Price Target: Rs 370 CMP: Rs 320 Upside: 15.5%

• Risk-reward is favourable; price target of Rs 370 by March 2027
• Expect FY26 RoA (Return on Assets) to moderate to 1.9% (partly on Tata Motors Finance merger), significantly lagging peers
• Successful Tata Motors Finance integration and an improving ROA trajectory remain critical for a consistent re-rating; else, upside could be capped

Arvind
Brokerage: IIFL Capital Price Target: Rs 451 CMP: Rs 356 Upside: 26.4%

• Legacy challenges that muted FY18–25 performance such as high debt are now largely behind
• Stronger performance over the past 4–6 quarters underscore turnaround
• Well-diversified revenue base; company faces limited direct impact from US tariffs