Citi expects profitability expansion in Britannia Industries to be driven by lower commodity costs. JPMorgan expects Pidilite Industries' positive demand outlook as being aided by macro tailwinds, though near-term weather disruptions remain a risk.

NDTV Profit tracks what analysts are saying about various stocks and sectors. Here are the analyst calls to keep an eye out for on Tuesday:

• Retains 'buy' call and revises target price to Rs 6,500, as compared to Rs 6,200 earlier.

• Marginally raises fiscals 2026 to 2028 earnings estimates for Britannia by 0-1%.

• The brokerage tweaks margin assumptions higher.

• Citi expects profitability expansion driven by lower commodity costs.

• Maintains 'overweight' with a target price of Rs 3,300.

• Positive demand outlook aided by macro tailwinds though near-term weather disruptions remain a risk.

• Aims to deliver double-digit underlying volume growth with value growth.

• Construction vertical remains a bright spot benefiting multiple portfolios, across tile adhesives, floor coatings, waterproofing, epoxy grouts, etc.

• Core adhesives (Fevicol) continue to grow, aided by premiumisation and Go-to-Market initiatives.

• Benign raw material prices should help to maintain the Ebitda margin at the upper end of the 20-24%.

• The brokerage has paused rating under-review, with its previous target price standing at Rs 7,000.

• Options volume could be higher in India similar to pattern seen in equity and commodity derivatives.

• Pricing could be based on either per unit basis or turnover.

• European power spot volume on EEX was about 880 TWh and derivatives volume was about 8,439 TWh (10x).

• Derivatives market has registered 63% growth in 2024.