IDFC First Bank: Profit more than doubled in Q1. CLSA upgraded the stock; NIM guidance raised to 5.8%, credit cost guidance cut to 150-160 bps. Loan growth target: 20% YoY.
NTPC: Q1 consolidated net profit rose 12% to ₹6,721 crore. Citi reiterated Buy with ₹485 target — that's 40% upside from Friday's close.
Tata Consumer Products: Profit jumped 29% to ₹427 crore on strong branded business growth. DAM Capital sees 34% upside at ₹1,460 target.
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