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Morgan Stanley names Titan, Eternal among bottom-up picks after strong Q1

Morgan Stanley turned constructive after broad Q1FY27 earnings strength, naming Titan and Eternal among its overweight bottom-up picks. It expects a policy-led cyclical recovery and forecasts FY28 Sensex earnings growth of 13.5%, versus 14.6% consensus.

Newer report , , Titan Company : Titan Company publishes Performance Based Stock Unit Scheme 2026

  • Banaraswala: 3 → 50 outlets by March 2027
  • Nestle India: Sales +20.5% · Profit +36.3%

Reported figures

From the report. Source details below

FY28 Sensex earnings growth forecast: 13.5% (Morgan Stanley analysts), 14.6% (consensus), 16.3% (top-down estimate)

Also in the report

  • More than two-thirds of covered stocks reported earnings growth
  • More than 60% of companies beat Morgan Stanley estimates

The source

Source Read the source at NDTV Profit Published

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