The last week has been trading in losses for the Indian Stock market. The Brokerage firms advise caution amid recommendations.
As Indian equity markets fight headwinds from worldwide inflation, geopolitical tensions, and local macroeconomic changes, investors are intently observing brokerage house recommendations for cues on promising stock ideas. Some of the leading brokerages, such as Motilal Oswal, ICICI Securities, Kotak Securities, and Edelweiss, have now profiled mid-cap and value stocks that are worth buying in August 2025. Their research combines fundamental strength, sector tailwinds, and valuation opportunities, helping investors in a risk-averse market landscape.
Motilal Oswal has been hopeful on chosen mid-cap names like Jayaswal Neco Industries, basing their call on bettering operating margins and steel demand revival. Although they raise red flags on promoter share pledged stocks, the brokerage is positive on Jayaswal as a turnaround opportunity set to gain from higher delivery volumes and recovery in the sector. Motilal Oswal’s approach centers on identifying stocks with solid business models that have temporarily underperformed due to market cycles but show clear signs of revival.
ICICI Securities has reconfirmed a positive call on Jay Bharat Maruti, highlighting its stunning 371% profit before tax growth over recent quarters coupled with an impressive operating margin of 11.82%. The brokerage highlights good earnings quality amid some liquidity issues, supported by a healthy order book within the automotive component industry. Likewise, ICICI Securities recommends Visaka Industries due to its 26.8% quarter-on-quarter revenue expansion, riding on the housing and infrastructure upturn induced by government schemes.
Kotak Securities reflects the upbeat sentiment on Visaka Industries based on its consistent revenue strength and attractive industry positioning. The company recommends the stock with a target price of around ₹95–₹100 for this year, based on its strength in the face of industry volatility. For Jayaswal Neco Industries, Kotak cites its market leadership in steel casting with solid fundamentals as a strong choice for portfolios with a mid-cap value play strategy.
Edelweiss Securities supports Jay Bharat Maruti, valuing its bettering profitability ratios and growing order pipeline in the auto ancillary space. They also suggest Visaka Industries, seeing it well-placed to benefit from India's housing and infrastructure drive. Edelweiss identifies government drives as important drivers that make such construction material stocks a timely bet under ₹100.
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Among these top brokerages, the consensus favours those stocks that bring together good earnings performance with significant sectoral growth drivers. The steel casting, construction materials, and auto parts sectors are among the favourites, driven by local growth stories such as spending on infrastructure and recovery in automotive demand. Valuations for some of them have run ahead in some instances, yet the brokers are of the opinion that risk-managed investment in these fundamentally sound mid-cap stocks can provide good risk-reward opportunities over the near term.
These brokerage recommendations provide investors with a three-dimensional perspective of potentially good mid-cap stocks and value bets below ₹100, facilitating well-informed choices in the context of India's changing equity environment in August 2025.
Disclaimer: This article is for informational purposes only and does not constitute investment advice or recommendations to buy, sell, or hold any security. Investors should perform their own due diligence and consult a qualified financial advisor before making investment decisions.
