PI Industries Ltd by Deven Choksey ResearchAnalysis dated 15 November 2024Sector: Pesticides & AgrochemicalsPrice on Analysis date: Rs. 4250Target Rs. 4922(15.8% upside potential)Target Period: 12 Months PI Industries Ltd by Deven Choksey Research Result Highlights of Q2FY25: • PI Industries revenue missed our estimates significantly due to decline in domestic segment. EBITDA missed our estimates […]
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Five Star Business Finance by Motilal Oswal Financial ServicesAnalysis dated 30 October 2024Sector: Finance – NBFCPrice on Analysis date: Rs. 877Target Rs. 1015(16% upside potential)Target Period: 12 Months Five Star Business Finance Stock Research Report ♦ Five Star Business Finance (FIVESTAR)’s 2QFY25 PAT grew 34% YoY to INR2.7b (in line). 1HFY25 PAT grew by ~36% […]
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LIC Housing Finance by Motilal Oswal Financial ServicesAnalysis dated 29 October 2024Sector: Finance – HousingPrice on Analysis date: Rs. 637Target Rs. 760(19% upside potential)Target Period: 12 Months LIC Housing Finance Stock Research Report Earnings beat aided by benign credit costs ♦ LICHF’s 2QFY25 PAT rose ~12% YoY to ~INR13.3b (~11% beat). 1HFY25 PAT grew by […]
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CAMS by Motilal Oswal Financial ServicesAnalysis dated 29 October 2024Sector: Finance – InvestmentPrice on Analysis date: Rs. 4330Target Rs. 5500(27% upside potential)Target Period: 12 Months CAMS Stock Research Report ♦ CAMS reported operating revenue of INR3.6b in 2QFY25, up 33% YoY (6% beat). For 1HFY25, it grew 30% YoY to ~INR7b. ♦ The Non-MF businesses […]
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SBI Cards by Motilal Oswal Financial ServicesAnalysis dated 29 October 2024Sector: Bank – PrivatePrice on Analysis date: Rs. 685Target Rs. 750(9% upside potential)Target Period: 12 Months SBI Cards Stock Research Report Guides for elevated credit cost in the near term ♦ SBI Cards (SBICARD) reported a sharp miss on PAT (31% miss) at INR4.04b. ♦ […]
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Canara Bank by Motilal Oswal Financial ServicesAnalysis dated 29 October 2024Sector: Bank – PrivatePrice on Analysis date: Rs. 104Target Rs. 125(20% upside potential)Target Period: 12 Months Canara Bank Stock Research Report Asset quality improves further ♦ Canara Bank (CBK) reported 2QFY25 standalone PAT at INR40b (11.3% YoY growth, 6% beat) driven by lower opex. ♦ […]
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Bharti Airtel Ltd by Axis SecuritiesAnalysis dated 30 October 2024Sector: Telecommunication – Service ProviderPrice on Analysis date: Rs. 1636Target Rs. 1880(15% Upside potential)Target Period: 12 Months Bharti Airtel Ltd Stock Research Report Strong Business Matrix; ARPU Gains Continue Est. vs. Actual for Q2FY25: Revenue – BEAT; EBITDA Margin – BEAT; PAT – BEAT Changes In […]
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SIS Ltd by Axis SecuritiesAnalysis dated 30 October 2024Sector: Misc. Commercial ServicesPrice on Analysis date: Rs. 385Target Rs. 540(40% Upside potential)Target Period: 12 Months SIS Ltd Stock Research Report Better Recovery; Improving Outlook to Support Growth Est. Vs. Actual for Q2FY25: Revenue – BEAT ; EBITDA Margin – BEAT; PAT – BEAT Changes in Estimates […]
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CIPLA Ltd by Axis SecuritiesAnalysis dated 30 October 2024Sector: Pharmaceuticals & DrugsPrice on Analysis date: Rs. 1479Target Rs. 1700(15% Upside potential)Target Period: 12 Months CIPLA Ltd Stock Research Report Regulatory Hurdles Cloud the Outlook Est. Vs. Actual for Q2FY25: Revenue – INLINE; EBITDA Margin – BEAT; PAT – BEAT Changes in Estimates post Q2FY25. FY25E/FY26E: […]
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APL Apollo Tubes Ltd by Axis SecuritiesAnalysis dated 30 October 2024Sector: Iron & SteelPrice on Analysis date: Rs. 1516Target Rs. 1680(11% Upside potential)Target Period: 12 Months APL Apollo Tubes Ltd Stock Research Report EBITDA/t Miss on Inventory Loss; Headwinds Largely Behind Est. Vs. Actual for Q2FY25: Revenue – MISS; EBITDA/t – MISS; PAT – MISS […]
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November 16, 2024
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