INDIA MARKET LENS
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Stock Picks Today: IndiGo, Nykaa, ITC, Bajaj Finance, DMart And More On Brokerages' Radar

ITC is in focus.

· NDTV Profit

Analysts also gave their view on banking giants such as Bank of Baroda and HDFC Bank.

Against that, the stock is -3.8% on the day at ₹255.50, and has returned -9.4% over three months. It sits 39% below its 52-week high, which means a good deal of bad news was already in the price. The fmcg sector has moved -4.2% over the same period, so ITC is running 5.2 points behind its peers.

With ITC, Bajaj Finance and HDFC Bank all implicated, this reads as a FMCG-level move rather than a company-specific one, which is the more durable kind of signal.

  • It touches several names at once (ITC, BAJFINANCE, HDFCBANK), which points to a sector-level rather than company-specific driver.
  • Sector exposure: FMCG, Financial Services, Banks.
ITCBAJFINANCEHDFCBANKFMCGFinancial ServicesBanks