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360 ONE Capital Research has identified eight stocks as its top picks in its October 2026 portfolio update. The list includes Coal India, NTPC, ITC and five other stocks, with the brokerage outlining its target prices and key factors supporting each Buy recommendation. Coal offtake is expected to rise as plants rebuild inventories and thermal generation remains robust. Higher e-auction premiums and a tight demand-supply backdrop could support better coal realisations and margins, 360 ONE Capital Research said. Strong credit growth and a healthy liability franchise are expected to support loan and deposit growth through FY26-28E. The brokerage expects asset quality and credit costs to remain under control, while the higher EBLR book should help contain NIM pressure. 60 ONE Capital Research expects pricing power to carry greater weight than cigarette volume declines following recent tax hikes. Staggered and phased price increases in well-known brands are expected to offset the impact of lower volumes. Strong power demand and improving coal-based PLF are expected to increase power generation and sales. The expanded renewable portfolio and long-term diversification into nuclear power support the outlook. Eugia, PenG, Lannett and Theranym provide several growth triggers, alongside EBITDA guidance of 23-24%+. The brokerage expects US revenue to reach US$2 billion over the next few years. Margins are expected to normalise as the product mix streamlines and the GST ITC impact neutralises from 3Q. 360 ONE Capital Research said healthy retail APE growth, agency and non-SBI Banca growth and new products will support mid-teens growth. Strong volume growth, plumbing demand and likely recovery in rural and infrastructure demand support the outlook. Incremental capacity, wider SKUs, distribution and value-added products provide additional medium- to long-term growth opportunities. Execution is expected to improve from 3QFY27 through alternative logistics, US coating capacity ramp-up and potential non-GCC orders. Improving capacity utilisation, a strong order book and incremental project wins support the outlook. Disclosure: This article has been written by Kumar Gaurav, who is not a Sebi-registered Research Analyst or an Investment Adviser. Gaurav and their ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication. The views/recommendations mentioned in this article, wherever applicable, are those of the respective Sebi-registered Research Analyst/brokerage and have been reproduced/reported with due attribution. They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclaimers here
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