Analysts recommend Buy ratings for Delhivery, Ceat, KPR Mill, and Granules India with up to 15% upside. Explore latest brokerage insights.
Top Brokerage Stock Recommendations for June 2025: Buy Calls on Delhivery, Ceat, KPR Mill, Granules India
Mumbai, June 9, 2025 — As the equity markets continue to show mixed signals amid global uncertainties, leading brokerage firms in India have issued fresh Buy recommendations on select midcap and large-cap stocks. The recent reports highlight Delhivery, Ceat, KPR Mill, and Granules India as strong investment opportunities with double-digit upside potential.
Here’s a breakdown of the latest stock calls and the reasoning behind them:
1. Delhivery: Geojit Financial Services Recommends Buy
- Call Date: 06 June 2025
- Current Price: ₹373.60
- Target Price: ₹431.00
- Potential Upside: 15.36%
- Brokerage: Geojit Financial Services
- PDF Report
Geojit Financial Services sees a promising growth trajectory in Delhivery, India’s largest fully integrated logistics provider. With rising e-commerce volumes and technological edge in last-mile delivery, Delhivery is well-positioned to improve its operational margins over the next two quarters. The brokerage has assigned a Buy rating, citing improving EBITDA trends and scalability potential across new verticals.
2. Ceat: Buy Rating from Motilal Oswal
- Call Date: 05 June 2025
- Current Price: ₹3,792.20
- Target Price: ₹4,159.00
- Potential Upside: 9.67%
- Brokerage: Motilal Oswal
- PDF Report
Tyre major Ceat has received a Buy call from Motilal Oswal. The report emphasizes margin recovery due to easing raw material costs and robust OEM demand. The management’s focus on premium product segments and expanding export presence further supports the upside. Motilal anticipates steady revenue growth driven by demand normalization and distribution network expansion.
3. KPR Mill: Sharekhan Bullish on Textile Player
- Call Date: 05 June 2025
- Current Price: ₹1,125.15
- Target Price: ₹1,287.00
- Potential Upside: 14.38%
- Brokerage: Sharekhan
- PDF Report
Sharekhan has issued a Buy recommendation on KPR Mill, citing strong fundamentals and consistent earnings performance. The report points to KPR’s vertically integrated operations, rising export orders, and improving utilization levels in its garment division. With textile exports picking up in FY26, KPR Mill is expected to benefit from both volume and pricing tailwinds.
4. Granules India: Deven Choksey Sees 15% Upside
- Call Date: 05 June 2025
- Current Price: ₹530.75
- Target Price: ₹612.00
- Potential Upside: 15.31%
- Brokerage: Deven Choksey
- PDF Report
Deven Choksey Research has turned positive on Granules India, a pharma company known for its strong API and formulation base. The report highlights improved capacity utilization, backward integration benefits, and global market share gains in key therapeutic segments. The stock is seen as attractively valued at current levels with solid growth in the US and European markets.
Market Outlook and Takeaway
The latest recommendations reflect continued optimism in specific sectors — logistics, auto ancillaries, textiles, and pharmaceuticals. With macro indicators stabilizing and companies reporting healthy Q4 results, brokerages are urging investors to selectively accumulate fundamentally strong counters.
For investors seeking mid-term growth opportunities, these stocks offer a favorable risk-reward profile. Analysts advise tracking Q1FY26 results and global cues closely for potential trend reversals.