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Stock Recommendations (English)

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Stock Recommendations

11 Feb, 03:47

Citi keeps ‘buy’ rating on Hindalco Industries, target Rs 725

#1 Novelis’ Q3 adjusted EBITDA fell 19 percent YoY, hurt by higher aluminum scrap prices, unfavorable product mix

#2 Novelis expects 4QFY25 to be stronger & more in-line with Q2FY25

#3 Novelis expects higher seasonal volumes, more favorable product mix in Q4

#4 Novelis is diversifying/expanding scrap inputs; working on operations & cost efficiency to offset pressures from rising scrap prices

#5 Believe most concerns are likely priced in

#6 Stock trades at sub-5x (adjusting for capital work in progress)

Stock Recommendations

10 Feb, 11:53

UBS maintain ‘neutral’ rating on M&M, target Rs 3,460

# Market share gains continued across businesses, outlook constructive

#2 Q3FY25 broadly in-line for both autos & FES

#3 Accounting changes for EV subsidiary; more on EV demand & profitability

#4 Stock at 15x FY27 EV/ EBITDA multiple (core) is trading +2 SD above its last 5-year average

Stock Recommendations

10 Feb, 11:23

Jefferies keeps ‘buy’ rating on Thermax, target cut to Rs 4,835

#1 Q3 EBITDA a big 29 percent miss as both revenues & margins disappointed

#2 Q3 saw impact of revenue deferment, loss making projects getting completed

#3 Believe revenue/margin linked 27 percent EPS FY24-27e CAGR should drive upside from current levels

Stock Recommendations

10 Feb, 10:53

HSBC keeps ‘buy’ rating On Cummins, target cut to Rs 3,500 from Rs 4,200

#1 Q3 profit beat consensus estimate

#2 Impressive topline growth across segments more than offset margin weakness

#3 Limited scope for margin expansion to drive moderation in growth prospects

#4 Reset valuation multiples to factor in moderation in growth

Stock Recommendations

10 Feb, 10:20

UBS maintains ‘buy’ rating on Apollo Tyres, target Rs 525

#1 Q3 another miss driven by India, while Europe in line

#2 Company seeing flattish raw material basket in Q4

#3 They have not planned any price hikes in the near term

#4 Management is targetting US & middle east (esp Saudi Arabia) as the key export markets

#5 Management will start capacity addition for PCR in FY26 in India & EU

Stock Recommendations

10 Feb, 08:07

Goldman Sachs maintains ‘buy’ rating on Ola Electric, target cut to Rs 101 from Rs 118

#1 Q3 revenue above estimate

#2 Impact of post-festive discounts was lower than our expectations

#3 Management has spent time in improving service network coverage & product quality

#4 Management has reduced service turnaround time to 1.1 days in Q3 Vs 2.5 days QoQ

Stock Recommendations

10 Feb, 07:33

Goldman Sachs keeps ‘neutral’ rating on LIC, Target Rs 900

#1 Topline miss was led by individual PAR business that declined 38 percent YoY & group business

#2 Margin declined as better product was more than offset by lower risk free rates

#3 Negative operating leverage & new surrender payouts

#4 Going forward, management expects focus on non-par products to continue

#5 Focus on non-APR products leading to a margin improvement in medium term

Stock Recommendations

10 Feb, 06:48

CLSA retains ‘hold’ rating on Sun TV, target cut to Rs 670

#1 Q3 standalone rev below estimate, miss was led by an advertising revenue decline

#2 Even company’s subscriptions saw low 2 percent YoY growth

#3 Company’s margin was also dragged down by Sun Neo the Hindi channel

#4 Company had the winning bid for one of 8 franchisees of a cricket league in UK

Stock Recommendations

10 Feb, 03:11

Private insurers individual APE grew 20% YoY in Jan 2025, total APE growth for private insurers was at 19% YoY: CLSA on insurance

Stock Recommendations

10 Feb, 02:42

Expect co to generate robust cashflows from residential on solid launch pipeline, to successfully execute its medium-term data center (dc)/cloud targets: Nomura on Anant Raj

Stock Recommendations

10 Feb, 02:09

Topline miss was led by individual par biz that declined 38% YoY & group biz, margin declined as better product was more than offset by lower risk free rates: GS on LIC

Stock Recommendations

07 Feb, 04:52

📢 CLSA Maintains 'Outperform' on Bharti Airtel – Target ₹1,860 📈📊

🔹 Q3 India Mobile Revenue/EBITDA up 21%-30% YoY 🚀
🔹 ARPU up 5% QoQ & 18% YoY, now 21% higher than Jio's 📶💰
🔹 Subscriber Gain: +4.9M vs -2.9M last quarter 📡📈
🔹 Strong Q3 FCF after leases/capex 💵✅

Stock Recommendations

07 Feb, 02:40

#MorganStanley maintains overweight call on #ITC with a target of ₹578/share, citing topline was better across segments, barring agri. EBITDA was weak across with the exception of agri

Stock Recommendations

07 Feb, 02:31

#MorganStanley maintains Equal-weight call on #Britannia with a target of ₹5,157/share, citing #Q3 beat on volume growth, strong regional performance, and double-digit growth in dairy drinks, croissants, and wafers

Stock Recommendations

07 Feb, 02:31

#CLSA maintains Outperform call on #SBI with a target of ₹1,050/share, citing strong asset quality but cautioning over NIM compression and moderated deposit growth targets for #FY25

Stock Recommendations

06 Feb, 03:54

Macquarie's targets...

Info Edge: ₹4,150
Downside: 48%

Page Industries: ₹36,000
Downside: 21%

Swiggy: ₹325
Downside: 17%

Stock Recommendations

04 Feb, 10:01

MOSL maintains ‘buy’ rating on Vinati Organics, target at Rs 2,600

#1 Operational performance in-line; guidance intact

#2 EBITDA in-line; profit missed due to lower-than-expected other income

#3 Company guides for revenue CAGR of 20 percent in next 3 years, driven by new as well as existing products

Stock Recommendations

04 Feb, 10:01

BofA Securities keeps 'buy' rating on Aditya Birla Capital, target Rs 2500

Research house continue to believe that the ABG ecosystem provides a strong growth opportunity to ABCAP. For NBFC, share of direct sourcing is rising with strong momentum in acceptability of Udyog Plus B2B (2.2mn+ registrations; INR33bn+ portfolio) and synergies with the ‘ABCD’ app (24+ products, 4.1mn+ customers).

Udyog Plus contributes 25% to unsecured business loans with 50% sourcing from ABG ecosystem, offsetting the conscious decline from digital partners.

Stock Recommendations

04 Feb, 06:20

Bernstein keeps outperform call on Paytm, target at Rs 1,100

#1 Company to acquire 25 percent stake in a Brazil-based Embedded Finance startup for USD 1 million

#2 See acquisition of Brazil-based Embedded Finance Startup as a negative development

#3 Acquisition development is negative for a business that is yet to turn profitable in its home market

#4 Idea of going after newer shinier markets would question assumption

#5 Company’s ability to stay focused is attractive but this is increasingly competitive market

Stock Recommendations

01 Feb, 07:23

CLSA maintains 'outperform' call on Vedanta, target at Rs 530

#1 Q3 EBITDA was above estimates on better aluminium profitability

#2 Aluminium cost of production was up on higher purchased alumina cost

#3 COP was sequentially lower for zinc for both India and International

#4 Debt repayment to parent Vedanta Resources can be managed via brand fees/dividend

Stock Recommendations

23 Jan, 07:51

📈 UBS maintains ‘Buy’ on Polycab India, target: ₹9,000 🎯

○ Q3:
📉 Missed topline by 3%
✅ EBITDA beat by 7%

○ Cable & wire growth: 12% 🚀 (drove topline miss)
○ Miss led by slowing govt capex 🏛️
○ Recovery expected with govt capex rebound 🔄
○ FMEG segment: Sequential loss reduction 📉➡️📉

Stock Recommendations

23 Jan, 04:17

📈 Macquarie on HDFC Bank 📈

○ Rating: Outperform 🚀
○ Target Price: ₹2,300 💰
○ Q3 Profit: In-line with expectations, decent results despite tough macro 📊
○ Credit Costs: Marginal rise due to higher agri slippages 🌾
○ NIM Outlook: Expected to improve with better macro environment 📈

Stock Recommendations

22 Jan, 08:49

Citi on Paytm 📱

Rating: 'Buy' maintained, target ₹1,000 📊

○ Monthly Users: Bottomed out in Dec’24, with solid MoM recovery 📈
○ Market Share: Monitoring impact in UPI consumer payments 📊
○ Merchant Loans: Default loss guarantee scaling well 💳
○ Strategy: Fully pivoted to growth focus, cost structure enables more agility 🚀

Stock Recommendations

22 Jan, 05:02

HSBC on Dixon Technologies 📱

Rating: 'Buy' maintained, target ₹20,000 📊

○ Q3 Results: Strong performance due to mobile business ramp-up 📈
○ Investment Plans: Massive investment in display fab 🏭
○ Financials: Attractive profitability, return ratios, and short payback period 💼
○ Outlook: Strong earnings growth and potential for upgrades 🚀

Stock Recommendations

22 Jan, 04:59

HSBC on Zomato 🍽️

Rating: 'Buy' maintained, target cut to ₹315 📊

○ Q3 Update: Quick commerce profitability deteriorated 📉
○ Market Share: Maintained, showing strong growth 📈
○ Food Delivery: Profitability improved; growth may slow to mid-teens 📦
○ Outlook: Strong franchise in food delivery & quick commerce, seen as a potential long-term winner 🚀

Stock Recommendations

16 Jan, 06:09

Citi Maintains ‘Sell’ Rating on L&T Technologies, Target at ₹4,435 📉

#1 Q3 revenue and EBIT slightly better than expected 📊

#2 Forward-looking indicators include revenue guidance (with acquisition) 🔍

#3 Revised organic guidance also forward-looking 📈

#4 Management reports highest-ever large deal bookings after a weak Q2 💼

Stock Recommendations

14 Jan, 05:17

CLSA retains ‘hold’ rating on HCL Technologies, target at Rs 1,882

#1 Reported in-line Q3 with a slight revision in its CC revenue growth guidance for FY25

#2 Management is seeing improved demand momentum across smaller deals

#3 Unchanged mid-point FY25 organic growth guidance, was slightly disappointing amid demand improvement

Stock Recommendations

14 Jan, 05:16

HSBC upgrades Biocon to ‘buy’, target raises to Rs 430 from Rs 290

#1 Company is set for operational turnaround led by key biosimilars launches & recovery in generics sales

#2 See multiple triggers to support earnings growth ahead

#3 US FDA clearance of Malaysia plant removed GMP overhang

#4 Launch of Insulin Aspart from Malaysia is next catalyst

Stock Recommendations

10 Jan, 04:05

HSBC Maintains Hold Rating on TCS, Target Rs 4,540 🏦

○ Q3 Performance: Described as unmemorable, though optimism is seen for CY25. 📊
○ Deal Wins: Noted good deal wins in Q3 and early signs of discretionary spend pickup. 💼
○ Performance Bottomed: Indicates performance may have bottomed out. 📉
○ FY26 Risk: Sees downside risk to FY26 consensus estimates. ⚠️
○ Europe Exposure: Potential underperformance due to higher exposure to Europe. 🌍
○ BSNL Deal: Might underperform as the BSNL deal supported FY25 growth. 🛠️
○ Upside Risks: Favourable forex and strong recovery in discretionary spending are potential upsides. 📈

Stock Recommendations

09 Jan, 04:36

Hindalco 🏭

CLSA: Outperform, Target ₹800 📈
○ Novelis indicated weak Q3 results but domestic business remains strong.
○ Expect profitability improvement from Novelis with volume growth.

Stock Recommendations

09 Jan, 04:11

Zydus Life 💊

Nomura: Upgraded to Buy, Target ₹1,140 🚀
○ Increased earnings estimates due to higher Sitagliptin contribution.
○ Sitagliptin market opportunity size between $300-500 million.
○ Anticipate a 5% decline in US revenues in FY26 compared to FY25.

Stock Recommendations

09 Jan, 03:07

Reliance Industries ⚡

Morgan Stanley: Overweight, Target ₹1,662 🌐
○ Cyclical challenges in refining and retail priced in.
○ Profitability improvements expected with new energy cash flows.

Stock Recommendations

09 Jan, 02:30

Tata Motors 🚗

Morgan Stanley: Equal-Weight, Target ₹920 📈
○ JLR's Q3FY25 wholesales slightly above estimates.
○ Expected EBIT margin of 9.6% for JLR, with FY25 guidance at 8.5%.
○ FY25-26 margin guidance crucial.

Nomura: Buy, Target ₹990 🛒
○ Growth in North America & Europe for JLR.
○ Positive FCF of £250 million in Q3 expected.
○ Transition from net debt of ₹22,000 Cr in Q2 to net cash of ₹86/Sh by FY27.
○ Attractive valuation at 4.2x FY27 EV/EBITDA.

Stock Recommendations

06 Jan, 06:34

BofA Maintains 'Buy' on Bajaj Finance, Target ₹8,800 📊

1️⃣ Q3 AUM growth positive, easing investor concerns 📈
2️⃣ Customer acquisition fully revived for strong growth 👥
3️⃣ Focus shifting to credit costs 💳
4️⃣ Peaking in Q3 at 222 bps (213 bps in Q2); FY25 at 210 bps, FY26 at 196 bps 📉

Stock Recommendations

03 Jan, 03:38

🏍️ Citi on Eicher Motors

○ Rating: Buy
○ Target: ₹5,350/sh
○ 📊 Strong December volumes reported
○ 🎉 Favorable inventory levels post-festive season
○ 📈 Upside risks to FY25 volume forecasts
○ 🚛 VECV: Bus volume growth outpaced goods CV growth

Stock Recommendations

03 Jan, 03:37

🌾 HSBC on PI Industries

○ Rating: Hold
○ Target: ₹3,800/sh (cut from ₹4,000/sh)
○ ⚠️ Export risks from Pyroxasulfone challenges
○ 📉 Exports showing weakness
○ 🚦 Core business muted; new biz scaling slowly

Stock Recommendations

03 Jan, 03:37

🏬 MS on Avenue Supermarts (DMart)

○ Rating: Underweight
○ Target: ₹3,702/sh
○ 📈 Revenue beats estimates
○ 🏪 Growth driven by 12% store count increase & SSSG
○ 📉 Topline growth still below historical 20%

Stock Recommendations

01 Jan, 03:40

Equirus keeps ‘long’ call on Transport Corporation, target at Rs 1,395

#1 Freight would see modest growth amid margin stress & modal shift in cargo from road to rail

#2 Prospects look good for supply chain solutions given an evolving logistics industry

#3 Seaways would benefit from GoI’s thrust on coastal shipping & order for new ships

#4 Amid segment-specific tailwinds, build in 12 percent/13 percent/15 percent revenue/EBITDA/PAT CAGR over FY24-FY27

Stock Recommendations

27 Dec, 10:18

MOSL Reaffirms 'Buy' Rating on JSW Infra, Target Price: ₹375 📈

🔹 Capacity Expansion: Positioned for growth with increased market share.
🔹 Volume Growth: Strong trajectory expected.
🔹 Future Plans: Aiming to ramp up capacity to 400 mt by 2030.
🔹 CAGR Estimates (FY24-27):
○ Volume: 14%
○ Revenue: 19%
○ EBITDA: 20%
○ PAT: 19%

Stock Recommendations

27 Dec, 10:15

MOSL Maintains 'Buy' on Home First Finance, Target ₹1,250 🏡📈

1️⃣ Resilient Performance: No stress spillover from microfinance or personal loans.
2️⃣ Stable Asset Quality: Maintains strong portfolio health.
3️⃣ Strong Demand: Affordable housing, especially self-construction, drives growth.
4️⃣ Expansion Potential: Ability to penetrate deeper in current markets.
5️⃣ Future Leader: Could emerge as the first new-age affordable housing firm in 12-24 months.

Stock Recommendations

27 Dec, 03:54

🚗 M&M, TVS Motor, RK Forging: Top Picks by DAM Capital

○ 📈 Tata Motors: Upgraded to Buy from Neutral; 🎯 Target ₹870.
○ 🚜 Escorts: Upgraded to Buy from Neutral; 🎯 Target ₹3,550.
○ 🏍️ Bajaj Auto: Upgraded to Buy from Sell; 🎯 Target ₹9,750.
○ 📊 FY26 Outlook: Recovery expected due to favourable macros, but short-term slowdown is likely.

Stock Recommendations

27 Dec, 03:37

DAM Capital's Take on IndusInd Bank

Rating: Maintains ‘Buy’, but lowers target price to ₹1,200 (from ₹1,600).

🔻 Profitability Challenges: MFI lending pressures to weigh on H2FY25 performance.

📉 RoA Impact: RoAs likely to remain at ~1%, leading to EPS cuts:
○ FY25: -18%
○ FY26: -14%
○ FY27: -13%

⚠️ Q3FY25 Concerns: Slippages expected to rise due to high exposure (~10%) to company & 4+ lenders.

🚦 Loan Growth:
○ FY25: Projected at 10-12%, a dip driven by MFI book declines.
○ YoY growth may fall ~12% due to MFI lending slowdown.

Stock Recommendations

26 Dec, 08:54

Equirus Maintains ‘Long’ on Antony Waste, Target Price: ₹720 🚛

1️⃣ Flat Revenue: H1FY25 revenue steady YoY at 2.37 million tonnes handled.
2️⃣ Growth in C&T: Collection & transportation rose 7% YoY to 0.96 million tonnes. 📈
3️⃣ Future Drivers: New C&T contract wins expected to boost earnings. 📝
4️⃣ Project Contribution: Incremental volumes from Kanjurmarg project to add to results. 🏗️
5️⃣ Improved Margins: Core EBITDA margin improved to 21.1% in H1FY25 (vs 19.5% in H1FY24). 📊

Strong growth potential ahead! 🌟

Stock Recommendations

26 Dec, 08:52

ICICI Securities Maintains ‘Buy’ on Cello World, Target Price: ₹960 📈

1️⃣ Positive Outlook: Multiple growth drivers anticipated in FY26.
2️⃣ Glassware Expansion: New unit to start contributing from Q2FY25. 🥂
3️⃣ Synergy Unlock: Integration with Wimplast to boost distribution efficiency. 🤝
4️⃣ Brand Investment: Increased spending on brand, digital, and quick commerce to aid earnings. 🌐
5️⃣ Demand Recovery: Early signs of growth seen in Q3FY25. 📊

Cello World poised for strong growth momentum! 🚀

Stock Recommendations

24 Dec, 05:15

🪵 Greenlam (Nuvama)

Rating: Buy | Target: ₹615
Growth guidance: 18–20% for FY25.
Plywood breakeven at 35-40% utilisation by FY26.
FY25–27 EPS estimates cut by 11–16% due to near-term challenges.

Stock Recommendations

24 Dec, 03:13

🎥 PVR (Avendus)

Rating: Buy | Target: ₹1,910
🔥 Hollywood: 25 big-budget releases in 2025.
🎬 Bollywood: Sequels & proven genres gaining momentum.
💸 Room for price hikes; focus on cost structure.

Stock Recommendations

23 Dec, 17:45

✈️ Elara Upgrades InterGlobe Aviation to ‘Buy’, Target ₹5,309

🚀 Rising Demand: Boosted by airport expansions and fleet growth.
🌍 Growth Potential: Major airport expansions to fuel growth, with no over-supply risk before FY28.
🛩️ Fleet Expansion: Large orders and P&W fleet return from Q4 provide a near-term edge.
📈 International Gains: Indian carriers continue capturing more international market share.
🚄 Railway Shift: Shift from long-haul AC rail traffic expected to double aviation demand.

Stock Recommendations

23 Dec, 16:18

🪵 Investec Maintains ‘Buy’ on Greenply Industries, Target ₹420

1️⃣ Gujarat Plant Impact: Minimal sales impact expected from MDF plant shutdown.
2️⃣ Furniture Fittings JV: Optimistic about ramp-up prospects.
3️⃣ MDF Price Hikes: Recent increases are encouraging.
4️⃣ Future Price Hikes: More hikes expected; sustainability remains a concern.

Stock Recommendations

23 Dec, 16:08

🧪 HDFC Securities Retains ‘Sell’ on Clean Science, Target ₹1,106

🌟 New Product Launches: Introduced four hindered amine light stabilizers in H1FY25.
📊 Revenue Diversification: New products reduce product concentration risk.
💸 Heavy Investments: ₹330 crore investment (40% of FY24 gross block) over FY25-26 lowers asset turnover.
⚖️ High Valuation: Valuation remains steep at 45/37/33x FY25/26/27 EPS.

Stock Recommendations

23 Dec, 14:54

⚙️ Nuvama Maintains ‘Hold’ on Siemens, Cuts Target to ₹7,000

🔧 HVDC Orders: Company tempers expectations on large HVDC deals.
🚆 Railways Orders: Sluggish pace for locos/trainsets with higher share likely for IR factories.
⚡ LV Business: Weak performance in smart infra (discom capex) and digital infra (private capex).
⚠️ Caution Advised: Limited near-term triggers in HVDC and railways sectors.

Stock Recommendations

23 Dec, 10:19

⛏️ Equirus Maintains ‘Long Call’ on Lloyd Metals, Target ₹1,600

💼 Major Acquisition: Acquired 79.82% stake in Thriveni Earthmovers & Infra for ₹70 crore.
🛠️ Strengthened Portfolio: Acquisition adds robust mining capabilities.
🏔️ Active Projects: Engaged in 15 mining projects, including the Surjagarh Mine.

Stock Recommendations

23 Dec, 09:53

✈️ Nuvama Maintains ‘Hold’ on IndiGo & SpiceJet

1️⃣ Promoter-Selling Overhang: IndiGo faces pressure from promoter share sales.
2️⃣ Flight Growth: SpiceJet/IndiGo flights increased 25%/27% MoM in Dec’24.
3️⃣ Market Share Gains: SpiceJet/IndiGo gain 45 bps/32 bps, as Air India group loses 65 bps.
4️⃣ Service Quality: IndiGo’s low rankings (103/109) in Airhelp survey highlight improvement needs.

Stock Recommendations

20 Dec, 12:15

Top 4 Fundamentally Strong Paper Stocks 📉 Down Up to 50% From Highs

India's paper industry is booming with 6%-7% annual growth, fueled by rising literacy 📚, packaging demand 📦, and sustainable practices 🌱. Despite strong fundamentals, these 4 paper stocks have corrected significantly.

1️⃣ JK Paper 📄
Segment: Writing, printing, and packaging boards

2️⃣ West Coast Paper Mills 🏭
Segment: Printing, writing, and premium paper

3️⃣ Tamil Nadu Newsprint & Papers 📰
Segment: Printing, writing, packaging; eco-friendly production 🌱

4️⃣ Kuantum Papers 📃
Segment: Wood-free writing & printing paper

Stock Recommendations

19 Dec, 10:03

Buy Call on Lumax Auto 🚗💡

● Target Price 🎯: Sharekhan sets a target of ₹767 for Lumax Auto Technologies (LATL).
● CNG Market Entry 🔌: LATL acquires a 60% stake in Greenfuel, expanding into the CNG segment.
● Inorganic Growth Focus 📈: Strategic acquisitions and partnerships in high-potential industries drive growth.
● Positive Outlook 🌟: Improved product mix, higher content per vehicle, and expanded opportunities boost prospects.
● Valuation 📊: Stock trades at P/E of 19.6x (FY26E) and 16.6x (FY27E); EV/EBITDA at 8.5x and 7.5x, respectively.

Stock Recommendations

19 Dec, 09:14

Buy Call on Lumax Auto 🚗💡

● Target Price 🎯: Sharekhan sets a target of ₹767 for Lumax Auto Technologies (LATL).
● CNG Market Entry 🔌: LATL acquires a 60% stake in Greenfuel, expanding into the CNG segment.
● Inorganic Growth Focus 📈: Strategic acquisitions and partnerships in high-potential industries drive growth.
● Positive Outlook 🌟: Improved product mix, higher content per vehicle, and expanded opportunities boost prospects.
● Valuation 📊: Stock trades at P/E of 19.6x (FY26E) and 16.6x (FY27E); EV/EBITDA at 8.5x and 7.5x, respectively.

Stock Recommendations

19 Dec, 04:20

IndiaMart raised to reduce at Kotak Securities; price target at Rs 2350 a share

Stock Recommendations

18 Dec, 15:07

5️⃣ Container Corporation of India (Concor) 🚢
○ PSU with a vast container network 📦 and dominant market position 💪.
○ Focus on expanding FMCG cargo & domestic market share 🛒.
○ Added 2,500 new containers; total now at 47,000 📈.

✅ Keep an eye 👀 on operational performance, scalability, and corporate governance.
🔍 Conduct thorough research before investing.

Happy Investing! 💼📈

Stock Recommendations

18 Dec, 15:07

🚛 The Great Indian Logistics Boom 📦: 5 Stocks to Ride the Multi-Decade Trend 📈

1️⃣ Mahindra Logistics 🚚
○ Integrated logistics provider serving diverse sectors 🏭.
○ Regional expansion under "Go East" 🌏 and focus on green logistics 🌱.
○ Targeting ₹100 bn revenue by FY26 📊.

2️⃣ Delhivery 📦
○ India’s largest logistics company with asset-light operations.
○ Q2 FY25 revenue grew 13% YoY 💰.
○ Focus on third-party quick commerce network 🚀.

Stock Recommendations

18 Dec, 15:07

3️⃣ Blue Dart Express ✈️
○ Leader in time-sensitive air & ground express services 📮.
○ Higher expenses impacted Q2 profits 📉, but festive season expected to boost Q3 📆.
○ Aircraft utilisation at ~82%; target 90-92% 🛫.

4️⃣ Aegis Logistics ⛽
○ Handles LPG, chemicals & marine fuels 🌊.
○ Growth driven by Kandla terminal expansion & vertical integration plans 📊.
○ Management targets 25% CAGR over 3 years 🚀.

Stock Recommendations

18 Dec, 06:32

CLSA Maintains 'Outperform' on DLF, Ups Target to ₹975 📈

🔹 Key Highlights of 'The Dahlias' Project:
1️⃣ 130-150 units sold in the recent follow-up.
2️⃣ Total sales estimated at ₹10,000-11,000 crore so far.
3️⃣ Demand is positively surprising, especially for the uber-luxury segment.
4️⃣ Sales are likely higher than initial assumptions for FY25.

🔹 CLSA View: Robust demand in the high-end market supports DLF's growth prospects. 🚀

Stock Recommendations

17 Dec, 05:32

Equirus on Delhivery 📦

🔸 Call: Long, Target: ₹459/sh 🚀
🔸 Project 14% revenue CAGR (FY24-FY27) with EBITDA margin expansion to 8.6% by FY27 📊.
🔸 Growth driven by operating leverage and improved B2B partial truckload margins 🛻💡.
🔸 Expect premium valuations to sustain given rapid growth over traditional logistics players 📈.

Stock Recommendations

17 Dec, 03:43

Morgan Stanley on Wipro 🚨

🔸 Call: Underweight, Target: ₹250/sh 📉
🔸 Recent Applied Value Tech acquisition is relatively small compared to Capco (2021) & Rizing (2022) 🛠️.
🔸 Acquisition offers a capability boost and brings marquee clients but limited impact on FY25/26 financials 📊.

Stock Recommendations

16 Dec, 13:53

Green Energy Stocks Trading at Discount up to 45%

1 🟪 Suzlon Energy Ltd
CMP: ₹ 66
52 wk high: 86
Discounted % 21

2 🟩 Inox Wind Ltd
CMP: ₹ 195
52 wk high: 262
Discounted % 24

3 🟨 KPI Green Energy Ltd
CMP: ₹ 808
52 wk high: 1,116
Discounted % 28

4 🟧 Orient Green Power Company Ltd
CMP: ₹ 18
52 wk high: 32
Discounted % 44

5 🟥 Adani Green Energy Ltd
CMP: ₹ 1,167
52 wk high: 2,174
Discounted % 45

Stock Recommendations

16 Dec, 09:13

Jefferies Keeps 'Buy' Rating on PI Industries, Target Cut to ₹4,865 from ₹5,100 📉📊

● Lower Revenue Guidance: Factored in lower Kumiai Agchem revenue growth guidance and softer Q2 growth outlook 📉.
● Margins Stable: Company sees no impact on margins despite softening raw material prices 🛠️💡.
● Future Growth: New products expected to drive growth in FY26 🚀📦.
● Estimates Cut: FY26/27 revenues trimmed by 3%/5%, leading to a 4%/5% EPS cut for FY26/27 📉📑.
● Growth Outlook: Project 10% EPS CAGR over FY24-27 📈📆.

🔑 Key Takeaway: While near-term growth slows 📊, stable margins and new product launches position PI Industries for long-term gains 🚀🔬.

Stock Recommendations

26 Nov, 05:40

🌟Swiggy Ltd.'s share price surged 3.3%📈 after receiving a buy rating from Union Bank of Switzerland (UBS) with a target price of Rs. 515.

➡️Indicating a 16% potential upside from CMP: 445.00

Stock Recommendations

26 Nov, 04:07

Jefferies On Reliance Industries

Buy Call, Target At `1,700/Sh
Expect Singapore Gross Refining Margin To Improve YoY In CY25
Expect Singapore GRM To Improve As With 1 mbpd Of Closures Announced, Aiding O2C Profitability
Jio's Strong Traction In Home Broadband Subscription Additions Position It Well For 5G Monetisation
See The Likelihood Of A Public Listing Of Jio In CY25
Retail Saw A Strong October But Sustained Recovery Could Be 2 Quarters Away
Current Valuation Imputes $57 Bn For Retail- Pessimistic In Our View

Stock Recommendations

25 Nov, 15:46

🚨Stocks to buy with a potential upside of 35%🔥🚨

1⃣ Neogen Chemicals Ltd
Target Price: Rs. 2,076
Upside: 8%📈
Recommendation by: HDFC Securities

2⃣ Repco Home Finance Ltd
Target Price: Rs. 580
Upside: 21%📈
Recommendation by: HDFC Securities

3⃣ Galaxy Surfactants Ltd
Target Price: Rs. 3,865
Upside: 35%📈
Recommendation by: Motilal Oswal

Stock Recommendations

25 Nov, 15:45

Fresh Picks by Tata Mutual Fund in Q2FY25.

1⃣ Pricol
2.74%

2⃣ Healthcare Global Enterprises
Holding: 3.35%

3⃣ Arvind Fashions
Holding: 1.07%

4⃣ Kirloskar Ferrous Industries
Holding: 1.25%

5⃣ Netweb Technologies India
Holding: 1.58%

6⃣ Craftsman Automation
Holding: 1.23%

Stock Recommendations

25 Nov, 04:01

HSBC On Tractor Ind

Buy Call On M&M, Target At `3,390/Sh
Reduce Call On Escorts, Target At `3,180/Sh
Strong Tractor Vol Growth Likely Over FY25-27 Via Strong Reservoir Level & La Niña Settling In
Regional Reservoir Level Trends More Aligned With M&M’s Strong State Holds, Positive For Co

Stock Recommendations

25 Nov, 04:01

Morgan Stanley On DLF

Equal-Weight Call, Target At `910/Sh
Pre-sales Expected To Grow At 10-12% CAGR In An Upcycle
EBITDA Margin Expansion To 36-38%
RoE Is Currently 7.5% & Should Be Double Digit In 3-4 Yrs Without Any Change In Biz Strategy

Stock Recommendations

25 Nov, 04:01

Citi On Reliance Industries

Upgrade To Buy, Target Raised To `1,530/Sh
After A Period Of Underperformance, Believe Risk/Reward Has Turned Favourable
Expect An Improvement In Refining Margin Given China’s Reduced Export Competitiveness
Jio Remains Well Positioned To Benefit From Future Tariff Hikes
Jio Remains Well Positioned To Benefit From Any Moves To Improve Data Pricing & Monetise 5G
Retail Softness May Continue For Another Couple Of Quarters
Retail Softness May Lead To 1% Average Consolidated EBITDA Cuts Over FY25-27

Stock Recommendations

22 Nov, 17:56

📊 Top 3 Indian Solar Panel Companies to Add to Your Watchlist 📊

📮 In the quest for sustainable energy solutions, the solar energy sector has emerged as a beacon of hope, promising not only a cleaner environment but also the potential to power homes and industries with abundant, free electricity.

📮 At the heart of this growth are the top-notch solar panel manufacturing companies. As the global demand for clean energy surges, the quality and reliability of solar panels have become crucial factors in determining the success of this transition.

1️⃣ Tata Power
2️⃣ Waaree Renewable
3️⃣ Insolation Energy

Stock Recommendations

22 Nov, 13:07

📊 Top 🔟 Automation Stocks to Add to Your Watchlist 📊

📮 It was a chilly morning in late 2020 when the world woke up to a subtle, yet monumental shift. In a quiet factory on the outskirts of Tokyo, a single robotic arm was putting the final touches on a car's frame, while a team of engineers watched from afar.

📮 The factory ran entirely on algorithms, robotics, and artificial intelligence (AI), with machines doing the heavy lifting, making decisions, and even optimising production without a single human instruction.

1️⃣ Siemens
2️⃣ ABB India
3️⃣ Oracle Financial Services Software
4️⃣ Persistent Systems
5️⃣ Tata Elxsi
6️⃣ Honeywell Automation
7️⃣ Jyoti CNC Automation
8️⃣ Happiest Minds
9️⃣ Kellton Tech
🔟 Affordable Robotic & Automation

Stock Recommendations

22 Nov, 10:21

🚨 Mutual funds have been buying these stocks over the past four successive quarters

Stock Recommendations

21 Nov, 03:05

Morgan Stanley On Trent

Overweight Call, Target At `8,032/Sh
Quality And Consistency Of Growth Is Imperative
Co Evaluates Store Closures In Normal Course Of Biz; Decisions To Ensure Sustainable Profitable Growth
New Formats Are Like Small Startups

Stock Recommendations

21 Nov, 03:05

Morgan Stanley On TCS

Overweight Call, Target At `4,660/Sh
Mgmt Indicated Pockets Of Strength But With Caution At An Overall Level On Demand Environment
Co Continues To Aspire To An EBIT Margin Band Of 26-28%
Some Of Key Levers Include Utilisation, Employee Pyramid, & Improved Revenue Productivity

Stock Recommendations

21 Nov, 03:05

HSBC On UPL

Buy Call, Target At `680/Sh
Co Appears Closer To Rights Issue As Board Announces Offer Terms
Private Equity Investment In Advanta A Pleasant Surprise
Rights Issue & Events Positive, Likely Aimed At Debt Reduction;
PE Investment In Advanta Also A Valuation Boost

Stock Recommendations

21 Nov, 03:04

Jefferies On Indian Hotels

Buy Call, Target Raised To `900/Sh
Management Stated Strong Goals On Delivering Consistent Growth Till FY30
Delivery On Past Guidance Gives Us Confidence On Deliverability On New Goals
Co Targets Adding Nearly 1 Hotel Opening (Avg) Per Week Till FY30

Stock Recommendations

20 Nov, 12:55

Short-term trade ideas from SEBI RAs on Stocktwits 👇

➡️ Zomato
Target: ₹340
Upside: 26%
Recommended by Stock Ark

➡️ HDFC Bank
Target: ₹2,120
Upside: 22%
Recommended by Prabhat Mittal

➡️ IRCTC
Target: ₹895
Upside: 12%
Recommended by Maynak Gupta

➡️ NTPC
Target: ₹400
Upside: 8%
Recommended by Vipin Dixena

Stock Recommendations

19 Nov, 07:10

Elara Securities reiterates 'buy' rating on Century Plyboards Ltd. with target of Rs 970

Stock Recommendations

19 Nov, 05:57

Motilal Oswal maintains 'buy' rating on Glenmark Pharma, target Rs 1,820

Stock Recommendations

14 Nov, 07:36

Jefferies retains ‘buy’ call on Eicher Motors, target at Rs 5,500

#1 Q2 EBITDA flat YoY, but 8 percent below estimate on lower-than-expected RE margin

#2 RE volumes are showing signs of pick-up

#3 RE should be a key beneficiary of 2W premiumisation

#4 Toughest phase of competition is behind

Stock Recommendations

14 Nov, 07:35

Jefferies maintains ‘buy’ on Sunteck Realty, target raises to Rs 700

#1 Balance sheet turned net cash on consistent Optg cashflow performance

#2 Project pipeline doubled over the last 2 years

#3 FY25 pre-sales are trending well with 31 percent sales growth in H1

#4 Management has reiterated its guidance of 30 percent+ sales growth in FY25

Stock Recommendations

14 Nov, 07:35

HSBC maintains ‘hold’ rating on Alkem Lab, target raises to Rs 5,540

#1 Reported Q2 sales below our estimates

#2 Lower operating expenses helped margin beat our estimates

#3 Margin to be rangebound at 19-20 percent over FY25-27

#4 Recovery in US sales growth key to reduce margin drag

Stock Recommendations

12 Nov, 14:11

Short-term trade ideas from SEBI RAs on Stocktwits 👇

➡️ Coforge
Target: ₹10,000
Upside: 24%
Recommended by Financial Independence

➡️ Tata Motors
Target: ₹950
Upside: 21%
Recommended by Finlight Research

➡️ Tata Consultancy Services
Target: ₹4,581
Upside: 9%
Recommended by Vipin Dixena

➡️ Mahindra And Mahindra
Target: ₹2,705
Downside: -9%
Recommended by Kush Ghodasara

Stock Recommendations

12 Nov, 09:09

Morgan Stanley keeps ‘underweight’ rating on Shree Cement, target at Rs 24,200

#1Strategy changed again, good prices prioritised over volumes

#2 H2FY25 should be good, as for other large cement players

#3 Limited clarity around capacity & volumes market share gains

Stock Recommendations

12 Nov, 06:38

Stocks in which Mukul Agrawal made Fresh Investment in Q2FY25.

1⃣ Deepak Fertilisers & Petrochemicals Corporation Ltd.
Bought: 1.2%

2⃣ Raymond Lifestyle Ltd.
Bought: 1.3%

3⃣ Stanley Lifestyles Ltd.
Bought: 1.6%

4⃣ Jagsonpal Pharmaceuticals Ltd.
Bought: 1.8%

5⃣ ASM Technologies Ltd
Bought: 6.5%

Stock Recommendations

12 Nov, 05:54

Nomura maintains ‘neutral’ rating on Britannia Industries, target at Rs 5,800

Stock Recommendations

12 Nov, 05:52

Morgan Stanley keeps ‘equal-weight’ rating on Britannia Industries, target at Rs 5,424

#1 Miss on all fronts in Q2

#2 Inflation hurts demand & profit

#3 Had earlier guided revenue growth to be in-line with volume growth by Q3

#4 Downside risk to the guidance seems likely

Stock Recommendations

12 Nov, 05:52

Morgan Stanley keeps ‘equal-weight’ call on Jubilant FoodWorks, target at Rs 620

#1 Demand trends remain uninspiring

#2 Initiatives are showcasing improving growth trends

Stock Recommendations

12 Nov, 05:52

HSBC keeps ‘buy’ rating on UPL, target cut to Rs 680

#1 Sharp stock correction appears an overreaction

#2 On course to recovery as expect further improvements in H2

#3 Rights issue/other initiatives are levers for debt reduction

Stock Recommendations

11 Nov, 03:00

Ashok Leyland

Morgan Stanley On Ashok Leyland
Overweight call, target cut to 268/Sh

Kotak Instl Eq On Ashok Leyland
Upgrade To Add, Target At 235/Sh

Jefferies on Ashok Leyland
Hold Call, Target At 235/Sh

Citi On Ashok Leyland
Buy Call, Target At 260/Sh

CLSA On Ashok Leyland
Underperform Call, Target At 188/Sh

Nomura On Ashok Leyland
Buy Call, Target Cut To 247/Sh

JPMorgan On Ashok Leyland
Overweight Call, Target At `250/Sh

Stock Recommendations

11 Nov, 02:57

Morgan Stanley On Asian Paints

Underweight Call, Target At `2,522/Sh
Subdued Demand And Extended Rains & Floods Hit Earnings
Volume Growth At -0.5%, Weaker Than Peers
Pdt Mix, Rising Rebates, Employee Costs & High Selling Expenses Key Monitorables

Stock Recommendations

11 Nov, 02:57

Nomura On Asian Paints

Neutral Call, Target At `2,500/Sh
Volumes Can Improve In H2FY25
Overall Sales & EBITDA Will Still Look Anaemic/Flattish

Stock Recommendations

11 Nov, 02:57

JPMorgan On Asian Paints

Downgrade To Underweight, Target Cut To 2,400 From 2,800/Sh
Operating Performance Significantly Weaker Than Expectations
Lagging Peers With Differential Expanding Further In Q2
Lower FY25-27 EPS Estimates By 10-12%

Stock Recommendations

11 Nov, 02:57

Jefferies On Asian Paints

Underperform Call, Target At `2,100/Sh
Significant Miss In Q2, With A Line By Line Miss Across P&L Heads
Remain Concerned On Competition Which Blurs Outlook

Stock Recommendations

11 Nov, 02:57

CLSA On Asian Paints

Underperform Call, Target At `2,290/Sh
Management Attributed Sales Decline To A Weaker Consumer Sentiment

Stock Recommendations

11 Nov, 02:57

Asian Paints Limited 🎨 🖌

Stock Recommendations

08 Nov, 15:40

Stocks to turn EX Dividend Next Week

1⃣ Amara Raja Energy & Mobility Ltd
Dividend: ₹5.3
Ex Date: 14 Nov 2024

2⃣ Indian Railway Catering and Tourism Corporation Ltd
Dividend: ₹4
Ex Date: 14 Nov 2024

3⃣ Container Corporation of India Ltd
Dividend: ₹3.25
Ex Date: 15 Nov 2024

4⃣ Indian Metals and Ferro Alloys Ltd
Dividend: ₹10
Ex Date: 15 Nov 2024

5⃣ Oil India Ltd
Dividend: ₹3
Ex Date: 15 Nov 2024

Stock Recommendations

08 Nov, 08:46

Citi maintain ‘buy’ call on M&M, cut to Rs 3,590 from Rs 3,520

#1 Q2 results ahead of estimates, both farm & auto segments surprised positively

#2 Post strong retail volume growth in the festive season, demand outlook is positive

#3 There could be some near-term margin pressures associated with BEV launch

Stock Recommendations

08 Nov, 08:44

Jefferies keeps ‘buy’ rating on Apollo Hospitals, target at Rs 8,140

#1 Delivered a strong overall performance beating our estimates

#2 Hospital division clocked multi-quarter high occupancy

#3 HealthCo’s profitability continued to improve while meeting growth expectations

#4 Company is focussing on right areas & thus delivering on growth & profitability

Stock Recommendations

30 Oct, 04:55

Nomura keeps ‘neutral’ rating on Maruti Suzuki, target Rs 12,455 per share

#1 Concerns about weaker demand remain, Q2 margin miss

#2 High discounts may continue in near-term

#3 Improving CNG mix & rising ASPs are positives

#4 Management expects festive season sales to rise 14 percent YoY

#5 FY25F retail is expected to grow 3-4 percent YoY for company

#6 Inventory will come down to 30 days at end of festive season

#7 Hence discount pressure may not be there in Q3

Stock Recommendations

30 Oct, 03:20

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Stock Recommendations

28 Oct, 05:26

HSBC keeps 'hold' rating on RR Kabel, target cut to Rs 1,700 from Rs 1,900

#1 Q2 revenue missed expectations on exports weakness

#2 Commodity volatility impacted EBITDA margin

#3 Management lowered volume growth and margin guidance

Stock Recommendations

28 Oct, 05:26

HSBC keeps 'buy' rating on Shriram Finance, target raises to Rs 3,725

#1 Q2 reinforced view that company is in its most convincing operating period since 2010

#2 Delivery on all parameters was strong

#3 Guidance was re-iterated and there were no misses in asset quality or growth

Stock Recommendations

18 Oct, 08:59

Jefferies keeps 'buy' on Polycab India, target at Rs 8,315

#1 Q2 profit was in-line with estimates

#2 Company posted its highest-ever Q2 sales led by strong +28 percent growth in domestic C&W

#3 Wires growth outpaced cables

#4 OPM was however impacted by higher competition & mix change

#5 FMEG posted healthy +18 percent sales, but loss continues

Stock Recommendations

18 Oct, 08:58

Nomura keeps 'buy' rating on Wipro, target at Rs 680

#1 Strong large deal win momentum in Q2, Q3 guidance reflects weak seasonality

#2 Q2 was a beat across all parameters

#3 Discretionary demand showing early signs of a recovery

#4 Robust execution on margin continues despite weak growth

#5 Stock is trading at around 19.2x FY27 EPS

Stock Recommendations

18 Oct, 06:19

Nomura retains 'buy' rating on Axis Bank, target at Rs 1,380

#1 Q2 was steady quarter amid muted expectations

#2 Loan/deposit growth soft QoQ but in-line; higher write-offs, lower net slippages aid gross NPL

#3 Treasury gains offset softer core PpOP; one-off tax gains used to shore up provision buffers

#4 Risk-reward favourable at 1.6x FY26 BVPS for RoE of 15-16 percent

Stock Recommendations

18 Oct, 06:19

Nomura maintains 'neutral' call on Havells, target at Rs 1,990

#1 Q2 margin miss on commodity volatility & higher ad spend; valuations factoring in recovery

#2 Maintain 16 percent revenue growth momentum (ex-lloyd) to sustain over FY25-27

#3 Revenue growth of 16 percent led by new capacities in W&C segment, premiumisation push in ECD

#4 Growth implies 19 percent/24 percent YoY revenue/EBITDA growth in H2

#5 Delayed price hikes & slower consumption demand can delay expected improvement margins

#6 Stock trades at 45.3x FY27 EPS

Stock Recommendations

03 Oct, 13:49

Defensive Stocks.

Geopolitical tensions between Israel and Iran are driving global market uncertainty, causing increased volatility in stock markets.

1⃣ ITC
Sector: FMCG

2⃣ Sun Pharmaceutical Industries
Sector: Pharma

3⃣ Hindustan Unilever
Sector: FMCG

4⃣ Tata Consultancy Services
Sector: IT

5⃣ Hindustan Aeronautics
Sector: Defence

Stock Recommendations

03 Oct, 11:13

🚨Stocks to buy with a potential upside of 32%.🚨📈✨

1⃣ Transport Corporation of India.
Target Price: ₹1,290
Upside: 20%
Recommendation by: Motilal Oswal

2⃣ JSW Infrastructure Ltd.
Target Price: ₹410
Upside: 23%
Recommendation by: Motilal Oswal

3⃣ TCI Express Ltd.
Target Price: ₹1,370
Upside: 28%
Recommendation by: Motilal Oswal

4⃣ Adani Ports and Sez Ltd.
Target Price: ₹1,880
Upside: 32%
Recommendation by: Motilal Oswal

Stock Recommendations

03 Oct, 11:09

📊

Stock to Buy for an upside potential of up to 106% 📊

1⃣ Aeroflex Industries
Target Price: ₹230
Upside: 22%
Recommended by : ICICI direct

2⃣ Larsen & Toubro Ltd
Target Price: ₹4,550
Upside: 23%
Recommended by : Sharekhan

3⃣ Man Infraconstruction Ltd
Target Price: ₹240
Upside: 26%
Recommended by : Axis Direct

4⃣ Route Mobile
Target Price: ₹2,100
Upside: 32%
Recommended by : HDFC Securities

5⃣ Union Bank India
CMP: ₹122
Target Price: ₹165
Upside: 35%
Recommended by : Motilal Oswal

6⃣ Tata Motors Ltd
Target Price: ₹2,016
Upside: 105%
Recommended by : Tradebrains

Stock Recommendations

01 Oct, 15:29

📊 Leading Solar Module Manufacturers

📊

1⃣ Adani Enterprises
1 Year Return: 34%

2⃣ Premier Energies
1 Year Return: 35%

3⃣ Tata Power
1 Year Return: 84%

4⃣ Solex Energy
1 Year Return: 234%

5⃣ Websol Energy System
1 Year Return: 620%

Stock Recommendations

01 Oct, 13:48

📊 Top 10 Defence Companies Ranked By Order Book Value 📊

1️⃣ Hindustan Aeronautics
Order Book Value: ₹94,000 crore

2️⃣ Bharat Electronics
Order Book Value: ₹76,705 crore

3️⃣ Mazagon Dock Shipbuilders
Order Book Value: ₹36,839 crore

4️⃣ Garden Reach Shipbuilders & Engineers
Order Book Value: ₹25,231 crore

5️⃣ Cochin Shipyard
Order Book Value: ₹22,000 crore

6️⃣ Bharat Dynamics
Order Book Value: ₹19,500 crore

7️⃣ Solar Industries India
Order Book Value: ₹4,750 crore

8️⃣ Astra Microwave Products
Order Book Value: ₹2,365 crore

9️⃣ Mishra Dhatu Nigam
Order Book Value: ₹1,740 crore

🔟 Zen Technologies Ltd
Order Book Value: ₹1,400 crore

Stock Recommendations

01 Oct, 11:39

📊 Top Semiconductor Shares in India 2024: Semiconductor Manufacturing Companies to Add to Your Watchlist 📊

1️⃣ HCL Technologies
2️⃣ Dixon Technologies
3️⃣ ASM Technologies
4️⃣ L&T
5️⃣ Tata Elxsi

Stock Recommendations

01 Oct, 09:31

Paytm soars 7% as Dolat Capital maintains buy rating, sees 30% upside

Stock Recommendations

01 Oct, 05:37

Jefferies maintains 'buy' rating on PB Fintech, target Rs 1,800

#1 Management clarified that it is planning investment of USD 100 million for 20-35 percent stake into a new healthcare venture

#2 PB Fintech's liability will be limited to the initial investment

#3 The new entity will generate its own resources

#4 Timeline for final details & board approval is a few quarters

#5 See investment clarification addressing core concern around balance sheet remaining asset light

Stock Recommendations

01 Oct, 04:06

Buy Nazara Technologies; target of Rs 1185: Prabhudas Lilladher

Stock Recommendations

30 Sep, 10:06

Morgan Stanely prefers HPCL, BPCL over IOC

#1 India's fuel prices are benchmarked to USD 80/bbl oil prices

#2 Well supplied oil markets with potential for more surplus supply should continue

Stock Recommendations

30 Sep, 10:04

🔴

OLA Electric Mobility is down 36.56% from all time high

Stock Recommendations

30 Sep, 10:04

Goldman Sachs maintains ‘buy’ rating on Neuland Labs, target Rs 12,975

#1 US FDA approval for BMS Schizophrenia drug is in line with our expectations

#2 US analyst recently highlighted confidence on expectation of timely approval

#3 Key points now include FDA approval label details

#4 Commercial launch dynamics include revenue forecasts of our US analysts

Stock Recommendations

30 Sep, 09:20

Jefferies keeps ‘buy’ rating on NTPC, target Rs 485

#1 NTPC green has 3.2 GW operational now, including 3.1 GW solar and 100 MW wind

#2 Company plans to ramp up 19x to 60 GW by 2032, implying a 44 percent capacity CAGR

#3 A DRHP has been filed for a fresh issue up to Rs 10,000 crore

#4 Assuming 10-15 percent stake dilution and NTPC’s RE is at a 2x premium to its coal business

#5 Company could potentially add 5-11 percent upside on the current market price

Stock Recommendations

30 Sep, 09:18

UBS retains 'buy' rating on TVS Motor & Eicher Motors & 'sell' on Hero MotoCorp & Bajaj Auto

#1 e-commerce platform indicates very high discounting in 2-wheelers

#2 Expect 2W discounting to remain high during festive season

#3 Entry point of e-2W significantly below best selling ICE motorcycle/ scooter

#4 TVS gaining & Hero losing market share

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