Morgan Stanley names Titan its preferred discretionary and retail pick
Brokerage calls spotlight consumer-sector signals: Titan is Morgan Stanley’s preferred discretionary name, while Blue Star targets data centres at 20% of sales by FY29 and Leela Hotels outlines a 1,100-key pipeline alongside its FY30 EBITDA ambition.
What happened
Brokerages flagged Indian consumer and retail signals: Titan is Morgan Stanley’s preferred discretionary pick; festive-calendar shifts may affect demand; Blue
Key facts
- Leela Hotels: 1,100-key announced pipeline
- Leela Hotels: Rs 2,000 crore FY30 EBITDA ambition
- Leela Hotels: 25%+ EBITDA CAGR over FY26-FY30
- Blue Star: data-center business targeted at 20% of sales by FY29 versus 10% in FY27
- Adani Enterprises: TP Rs 3,830
- Blue Star: TP Rs 1,635
- Titan identified as Morgan Stanley's preferred discretionary and retail pick
Why this matters
Strategic teams should track premium retail, data-centre infrastructure and luxury travel for partnership or acquisition opportunities as Blue Star and Leela scale toward stated growth targets.