Buy or sell: Stock recommendation by brokers for September 5, 2025

Nuvama initiated coverage on Neuland Laboratories with the target price at Rs 17,700. Analysts said peptides are expected to drive growth post-FY28, while the company’s Unit III expansion is the key lever till that year.

Its pipeline of drugs, peptide facility to support growth beyond FY28, and a pick-up in growth is expected from Oct-Mar of FY26 (H2FY26).Motilal Oswal Securities maintained its buy rating on L&T Finance with the target price at Rs 260. Analysts said the company is balancing growth and asset quality amid macro headwinds, and the benefits of the Cyclops platform will be more visible from H2FY26. The company has also swiftly completed the integration of Paul Merchants Finance's gold loan business within two months, with the gold loan book now at about Rs 1,300 crore.

L&T Finance has now set a target of 300-plus gold loan branches by FY26, largely through its new 'Sampoorna' multi-product branches. The company is expected to emerge from the MFI credit cycle and continue to deliver improved profitability and return on assets (RoA) expansion.Axis Capital maintained its add rating on Interglobe Aviation (IndiGo) with the target price hiked to Rs 6,450 from Rs 6,350. Analysts said that the airline continues to maintain its lead and performs better than peers.

Indigo’s yields across key routes have been holding up well over the past few months. Decline in aviation turbine fuel (ATF) spreads will also partially negate the adverse impact of rupee depreciation, analysts said.

Investors could look to add the stock on dips, as yields may surprise positively.Emkay Global Financial has a buy rating on Karur Vysya Bank with a target price of Rs 270. Analysts said that the management feels the lender’s credit growth to outpace the system’s rate and its focus is still on balancing risk with profitability. The management also felt its margin would normalize gradually, amid the ongoing rate-cut cycle. Among the relatively smaller banks, it has the lowest non-performing assets and analysts feel the bank’s SME risks are manageable.

Factoring in the superior RoA delivery, healthy capital buffer, and a stable management, analysts feel the recent stock-price correction offers a good entry point.Disclaimer: The opinions, analyses and recommendations expressed herein are those of brokerage and do not reflect the views of The Times of India. Always consult with a qualified investment advisor or financial planner before making any investment decisions.