Motilal Oswal positive on capital market players
Preferred Picks in AMCs:
HDFC AMC: Buy, Target at ₹5200/sh
Nippon AMC: Buy, Target at ₹900/sh
1. Welspun Living Ltd
2. Vardhman Textiles Ltd
3. KPR Mills Ltd
4. Garware Technical Mills Ltd
5. Trident Ltd
6. Arvind Ltd
7. Nitin Spinners Ltd
8. Jindal Worldwide Ltd
9. Alok Industries Ltd
10. Vedant Fashions Ltd
11. Orbit Exports Ltd
12. Bombay Dyeing Ltd
13. Sangam India Ltd
14. Page Industries Ltd
15. Century Enka Ltd
Blowout Earnings This Quarter🟢
Criteria
✅REV Growth > 20-75 %
✅PAT Growth > 40-100 % 🔥
✅Operating Leverage in play
HSBC On IT Sector
- Upgrade Infosys to buy from hold, target raised to ₹2,125 from ₹1,795/sh
- Upgrade Mphasis to buy from hold, target to ₹3,600 from ₹2,900/sh
- Upgrade Wipro to hold from reduce, target to raised ₹263 from ₹119/sh
- Downgrade Tech Mahindra to reduce from hold, target cut to ₹1,510 from ₹1,600/sh
- Downgrade TCS to hold from buy, target unchanged at ₹4,540/sh
- Downgrade Coforge to hold from buy, target unchanged at ₹8,200/sh
- Upgrade LTIMindtree to buy from hold, target raised to ₹6,960 from ₹6,000/sh
Sheela foam: 2.5x opportunity
On the inflection point.
Margin expansion of 500 bps by next 3 years.
Shift from unorganized to organised segment.
Focus is on Indian market & Indian market share has been 70 pc from 65 pc.
Integration of Kurlon has almost completed ; Integration is in final stage .
Margins to improve with synergies coming in.
Furlenco has turnaround.
Investment in branding led to higher advertising & marketing cost in H1.
Demand has been consistent due to strong wedding season.
15 pc growth is quite possible in H2 on Consol basis.
Synergy benefits of 100 crores to be taken this year. Some benefits has been seen in H1.
Confident of 15 pc Cagr growth for next 3 years from Fy26 onwards.
Benefits of Premiumisation to be seen going forward.
New segment of Tarang has picked up well as per channel. Can be INR 300 crore brand .
Recovery in. Spain & Australia to be seen in Fy26.
Presence in Australia is of 17 years & matured market.
In Australia company is large player while Spain has capacity constraint however good growth of 14-15 pc is expected for the market.
E commerce cannot be big as this is largely touch n feel product. Ecom impact has largely on price competition & drag down ASP.
RM prices has been stable & steady.
We believe margin expansion of 500 bps & EPS of INR 53 is quite possible with 40x multiple. We believe stock is atleast 2.5x from here in next 2 years.
Railway is big opportunity with company has been among few players who has been supplying to Vande bharat sleeper.
Credit Abhishek Jain
Highly optimistic about the potential of Trump's second term, U.S. business outlook is secure for the next 6-8 quarters
Confident of 15% CAGR growth in next few years
Vipul Mathur, Welspun Corp to CNBC-TV18
FY30 revenue target in excess of ₹1 lk cr, profit target in excess of ₹10,000 cr. Capex will be in excess of ₹25,000 cr each year FY26 onwards
Not looking at an IPO of solar module facilities at the moment
Praveer Sinha, Tata Power To CNBC-TV18
Here is a summary of the recent soicfinance video on top 10 checklists for Management Analysis for Fraud.
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CEINSYS TECH LTD covered at 536 now its 1860
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TATA POWER 2030 TARGET
PROFIT OF 10,000 CR FROM FY24 4109 CR PROFIT ( 2.5 TIMES GROWTH)
REVENUE OF 1 LKH CR FROM FY24 61,542 CR ( 1.6 TIMES GROWTH)
EBITDA OF 30,000 CR FROM FY24 12,701 CR ( 2.4 TIMES GROWTH )
BEML Management Says See orderbook of ₹20,000 cr by March; will end the the year with ₹17-18k cr orderbook
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Geographical Revenue Split - FY23:
Export Sales ~83%,
Domestic Sales ~17%
PATANJALI FOODS CEO Says High Palm Oil Prices Have An Impact On The Soaps And Biscuits Segment
Expect To See Some Impact Of The Increase In Palm Oil Cost
Contribution Of Palm Oil Is 20% In Biscuits And 20%+ For Soaps - CNBCTV18
Expect ₹3,100-3,200 cr in FY26 revenue from Patanjali's HPC business
Q3 festive season was muted, H2 will be better than H1
FY26 revenue growth seen b/w 7-8% and earnings growth of 8-10%. Expect to see some impact of the increase in palm oil cost
Textiles Sector Has Huge Growth Opportunity in India ✨
15 Companies Which are Actively Focusing on the Textiles Sector
LOGISTICS
Currently Logistics cost is around 14-16%,
Goverment aim is to reduce to single digit in 3 year time.
It would significantly enhance India's Economic competitiveness.
AEROFLEX IND ; Management Says Despite Only 10% Growth In HIFY25, We Will Hit FY25 Guidance
Confident That We Can Hit Our Guidance, Though Europe Is Seeing Some Slowdown
Peak Utilisation Levels & Revenue Will Be Hit By FY26
Introduction Of New Robotic Assembly To Contribute Significantly To Rev Growth From FY26 - CNBCTV18
CEAT says
Speaks on Acquisition of Camso’s Brand
👉 Acquired company margins at 15%-20%, so better than core business
👉 Revenue potential at $250mn
👉 Debt will constitue 70% of funding
🔼💥 ENVIROTECH FATTTAAAAAAAA
119 TO 148 🔥🚀💥
AADHAR HOUSING : Aims Rs 25000-26000 Cr AUM By End Of FY25 Says CEO - PTI
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CDSL , ANGEL ONE , BSE , 5 PAISA , IIFL SEC : 31.7 Lkh New Demat Accounts Added In Nov Month , Up 1.7 % MOM , Lowest Monthly Additions In Last 7 Months
Total Demat Account Now Stands At 18.21 Cr
Nuclear Energy Stocks in India 🏭
1.NTPC – builds Nuclear Power Plants
2.BHEL - builds Nuclear Power Plants
3.Hindustan Construction Company (HCC) - builds Nuclear Power Plants
4.MTAR Tech - makes components for Nuclear Reactors
5.Power Mech Projects – makes components for Nuclear Reactors
6.Walchandnagar Industries - makes components for Nuclear Reactors
7. Kirloskar brother: Global leader in manufacturing pumps for nuclear power plants
Gujarat Fluorochemicals (GFL)
- India's 1st plant for LiPF6, PVDF & Fluoropolymers
- ₹5,000 Cr investment at Dahej to boost EV, semiconductor & solar chemical production
- Growing Fluoropolymers, Battery & Renewable sectors
- Targeting 4x EBITDA by FY28
SALZER ELECTRONCIS WE DISCUSS AT 408 NOW ITS 1350 💥🚀
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BERGER PAINTS Management Says Q4 Will Be Better Than Q3
Volume Growth In Oct-Nov At Around 4-5%
Way Ahead Of Birla Opus On Sales Parameters
Will Look At Akzo Nobel If It's On The Block
Co Adds Capacity In Time For Sale, Not Ahead - CNBCTV18
Company is profitable since very long
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Revenue Breakup - FY23:
Sale of products ~96%,
Other Operating Revenues ~4%
