Synopsis:
Two prominent Tata Group stocks show robust upside potential of up to 26%. One benefits from domestic focus, capacity expansion, and European efficiency gains, while the other leverages strong brands, consumer trust, and resilience against market volatility, supporting earnings recovery and growth.
Tata Group is a global conglomerate with a diversified presence across industries, including steel, automobiles, technology, consumer goods, and hospitality. Renowned for its emphasis on innovation, sustainability, and ethical business practices, the group combines scale with operational excellence, driving growth domestically and internationally while maintaining a strong focus on stakeholder value and long-term societal impact.
According to the latest corporate shareholding filings, TATA Sons holds 14 publicly listed stocks with a combined net worth exceeding Rs 1,219,976.1 crore.
1. Tata Steel
Tata Steel is one of the world’s most diversified integrated steel producers, operating across India, the Netherlands, the UK, and Thailand, shaping. The company has a presence across the entire value chain of steel manufacturing, from mining and processing iron ore and coal to producing and distributing finished products.
With a market capitalization of Rs 2,17,836.07 crore, the shares were trading at Rs 174.50 apiece, increasing around 0.98 percent as compared to the previous closing price.
Nomura, one of the well-known brokerages globally, gave a ‘Buy’ recommendation on this steel stock with a target price of Rs 215 per share, indicating a potential upside of 25 percent from the previous closing price of Rs 172 per share.
Nomura’s initiation highlights Tata Steel’s strong domestic focus, capacity expansion, and improved plant utilization, particularly at Kalinganagar. The brokerage anticipates margin growth driven by higher operating leverage, efficiency gains, and sustainable practices, positioning the company as one of India’s most efficient steel producers with competitive raw material costs.
In Europe, Tata Steel is expected to achieve positive EBITDA by FY26F, aided by policy support, efficiency improvements, and demand recovery. Nomura projects European operations to generate ~GBP 60 per ton EBITDA once fully ramped, reflecting parity with regional peers, while domestic leadership is reinforced through cost efficiency, operational improvements, and a robust long-term demand outlook.
2. Titan Company
Titan Company Limited is a frontrunner in India’s lifestyle industry, providing unmatched quality and service across diverse customer segments with brands like Tanishq and Fastrack. It has established leadership positions in the Watches, Jewellery and Eyewear categories, led by its trusted brands and differentiated customer experience.
With a market capitalization of Rs 3,35,219.18 crore, the shares were trading at Rs 3,775.90 apiece, increasing around 1.26 percent as compared to the previous closing price.
UBS, one of the well-known brokerages globally, upgraded from ‘Neutral’ to ‘Buy’ recommendation on this stock with a target price of Rs 4,700 per share, indicating a potential upside of 26 percent from the previous closing price of Rs 3,728.95 per share.
According to UBS, Titan is a structural leader in the jewellery sector, poised for a strong rebound. Despite gold price volatility and concerns over competition and lab-grown diamonds, the company’s strong brands, consumer trust, and scale provide resilience. UBS expects earnings recovery, noting Titan’s competitive value proposition and attractive valuation support its growth potential.
Written by Abhishek Singh
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