Brokerage Reports Ignite 8 Stocks: Sun Pharma, Adani Ports, Castrol in Focus

• Kotak Institutional Equities maintains "Add" on Sun Pharma (TP Rs 1,975), noting potential US Medicare program impact on specialty portfolio, but a 5-year plan could mitigate EPS effects.
• Jefferies gives "Buy" to Adani Ports (TP Rs 1,880) after Abbot Point Port Holdings acquisition, projecting 8% volume and 6% EBITDA growth from FY27.
• CLSA reports Zepto led quick commerce WAU growth (1.2M), Blinkit topped downloads (1.6M); Flipkart lost 4.2M users, Amazon gained 2.4M in e-commerce.
• Jefferies highlights 6-8% price hike in cables/wires due to 18% copper surge, potentially benefiting Polycab, Finolex Cables, Havells with inventory gains.
• Kotak recommends "Add" for Castrol India (TP Rs 210) as bp sells 65% stake to Stonepeak, forming a JV, with an open offer at Rs 194 per share.

Why It Matters: Major brokerages issue reports on pharma, ports, consumer, raw materials, and oil, impacting 8 key stocks.