Indian equity markets are showing resilience as of February 25, 2026, with the Nifty 50 rebounding above the 25,550 mark. This recovery follows a sharp 1% drop in the previous session driven by volatility in the technology sector. Prabhudas Lilladher (PL Capital) maintains a positive long-term outlook, identifying 14 top stock picks across large-cap and mid-cap segments. The brokerage has set a 12-month target for the Nifty 50 at 27,958, suggesting a potential upside of approximately 10% despite global geopolitical uncertainties. Adani Ports remains a structural favorite in the PL Capital model portfolio. Analysts have set a target price of 1,900 INR per share, representing a projected upside of over 22%. The firm views the company as a primary play on India’s rising global trade and infrastructure expansion. Hindustan Aeronautics (HAL) is highlighted as a top pick within the capital goods and defense sector. The brokerage remains overweight on this segment, citing strong domestic order pipelines. Similarly, Titan Company is backed with a "Buy" rating and an updated target price of 4,917 INR, driven by its strategic entry into the lab-grown diamond market and robust jewelry demand. The banking sector continues to be a core pillar of the recommended strategy. PL Capital remains bullish on State Bank of India (SBI), raising its target price to 1,200 INR following strong credit growth of 15.6%. Federal Bank also received a target upgrade to 275 INR, supported by improving asset quality and a healthy 3.18% net interest margin. In the industrial space, ABB India is positioned as a key beneficiary of the private capital expenditure revival. The firm has assigned an "Accumulate" rating to the stock with a revised price target of 6,319 INR. This outlook is supported by a significant 52% year-on-year growth in order inflows. Consumer-focused stocks like Britannia Industries are also seeing increased allocation. Analysts have maintained a "Buy" rating on the stock with a target of 6,972 INR, expecting a 14% upside. Current market sentiment is balanced by strong domestic institutional buying, which totaled over 3,161 crore INR in recent sessions. While technology stocks face pressure from shifting global service models, sectors like metals, financials, and capital goods are leading the current market recovery. Investors are keeping a close watch on the upcoming GDP data scheduled for release on February 27. The broader economy is expected to expand between 6.5% and 7.0% for the current financial year, providing a stable foundation for corporate earnings growth.