What Makes Gujarat Fluorochemicals and IMFA Attractive for Investors Now?

What Do Brokerages Foresee for Gujarat Fluorochemicals, IMFA, Tata Steel and Tata Consumer?

Gujarat Fluorochemicals Limited (GFL) is a leading chemical manufacturer with a strong position in PTFE production. Indian Metals & Ferro Alloys (IMFA) is the country’s largest producer of ferro-chrome. Tata Steel remains a flagship in Indian steel, balancing domestic and global operations, while Tata Consumer Products has emerged as a major player in the FMCG sector with its beverage and packaged food business. Recent brokerage updates offer a detailed outlook on these companies.

Nuvama on Gujarat Fluorochemicals

Nuvama has revised its target price to ₹5,298 (from ₹4,940), maintaining a BUY stance. DGTR’s recommendation of anti-dumping duty on PTFE imports from China & Russia is seen as a structural positive, leveling the playing field for GFL. Earnings estimates have been upgraded: FY26E EPS ↑ 4.9%, FY27E EPS ↑ 7.4%, and FY28E EPS ↑ 6.9%.

Anand Rathi on IMFA

Anand Rathi initiated coverage on Indian Metals & Ferro Alloys (IMFA) with a BUY rating and target price of ₹1,510. Capacity expansion and rising stainless steel demand are key growth drivers. The company’s diversification is expected to add ₹300 Cr annually with an EBITDA margin of 8–10%. Over 80% of ferro-chrome demand comes from the stainless steel sector, supporting a strong demand outlook.

MOSL on Tata Steel

Motilal Oswal Securities (MOSL) maintained a Neutral stance with a revised target price of ₹180 (from ₹165). Domestic business strength and improving European operations are positives, aided by safeguard duty support. However, global tariff uncertainties pose risks. At 7.6x EV/EBITDA and 4.1x FY27E P/B, valuations cap near-term upside.

MOSL on Tata Consumer Products

MOSL raised its target price to ₹1,300 (from ₹1,270), reiterating a BUY. Lower tea prices and stronger harvests are expected to aid profitability in 2HFY26. Indian beverage margins are forecasted to recover as input pressures ease. Revenue, EBITDA, and PAT are projected to grow at 10%, 12%, and 13% CAGR respectively during FY25–27.

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Investor Takeaway

Brokerages remain constructive on Gujarat Fluorochemicals and IMFA, citing structural benefits and demand growth. Tata Steel continues to face global headwinds, balancing domestic resilience with international risks. Tata Consumer Products is set for a margin recovery, supported by favorable tea cycles. Investors can selectively consider these stocks depending on their sector preference and risk appetite.

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SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.

tags: Gujarat Fluorochemicals, IMFA, Tata Steel, Tata Consumer, Brokerage Reports, Nuvama, MOSL, Indian Stock Market, EPS Growth, Anti Dumping Duty