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Top stocks to bargain (AI image)
Stock marketplace recommendations: For the trading week starting April 27, 2026, Tata Steel, and Cyient DLM are the apical banal picks from Motilal Oswal Wealth Management Research Desk.
| Stock name | CMP (Rs) | TP (Rs) | Upside (%) |
| Tata Steel | 210 | 240 | 14% |
| Cyient DLM | 373 | 470 | 26% |
Tata SteelIndia’s alloy request is projected to turn 8–10% implicit FY26-30, supported by argumentation tailwinds and improving manufacture fundamentals. Tata Steel is scaling home capableness from 26.5mtpa successful FY25 to 40mtpa by FY31, including enlargement astatine Kalinganagar and NINL, positioning it to seizure volume-led net maturation during the upcycle.
Safeguard duty-led protection, rising HRC prices (₹47,500/t to ₹53,500/t), little imports, and China’s accumulation curbs are stabilizing home spreads.In Europe, Carbon Border Adjustment Mechanism (CBAM) implementation and tighter quotas are expected to amended pricing subject and enactment realizations. European losses person narrowed sharply, with UK breakeven targeted successful the coming quarters. We are constructive connected Tata Steel, fixed beardown home demand, safeguard duty-led terms support, ongoing capableness expansions and a gradual turnaround successful the EU business.
"Cyient DLMCyient DLM’s 4QFY26 consolidated revenue/EBITDA declined, owing to a higher basal of BEL orders & geopolitical disruptions successful West Asia. However, Q4FY26 is expected to beryllium the past 4th of net decline. Cyient DLM closed with a 10-quarter precocious bid publication of ₹24.2 cardinal and a steadfast book-to-bill ratio of 2x, providing beardown gross visibility and supporting expectations of broad-based maturation crossed FY27.
The institution is expanding beyond aerospace and defence into automotive, semiconductor equipment, AI infrastructure, and home defence opportunities, creating aggregate semipermanent maturation drivers and reducing dependence connected immoderate azygous segment. With an improving merchandise mix, rising publication from higher-value box-build and build-to-spec programs, and amended operating leverage, the institution is well-positioned for borderline enlargement going ahead.
We estimation a CAGR of 24%/36%/61% successful revenue/EBITDA/ adjusted PAT implicit FY26-28.(Disclaimer: Recommendations and views connected the banal market, different plus classes oregon idiosyncratic concern absorption tips fixed by experts are their own. These opinions bash not correspond the views of The Times of India)
