Kotak Securities released its top investment ideas for Samvat 2082, highlighting Adani Ports and Special Economic Zone Ltd (APSEZ), Acutaas Chemicals, Cummins India, Eternal, ICICI Bank, Mahindra & Mahindra and Reliance Industries among its key recommendations.

The brokerage has given a buy rating on Adani Ports with a target price of Rs 1,900 per share. The stock closed at Rs 1,451.50 apiece on Wednesday.

"We anticipate strong volume growth in two-thirds of APSEZ’s port portfolio. East Coast ports are poised for robust expansion supported by capital expenditure. A dominant share of volumes comes from containers, with a strong growth trajectory ahead. We estimate a topline of Rs 11,400 crore and EBITDA of Rs 2,800 crore in FY29," Kotak Securities said in its report.

Acutaas Chemicals Lt

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