Axis Securities sees 5% UPSIDE in LTIMINDTREE Ltd- Results Beat Expectations; Improved Outlook
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Axis Securities sees 11% UPSIDE in Nestle India Ltd.- Short-Term Turbulence Continues, Long-Term Outlook Remains Intact; Maintain BUY
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Centrum sees 8% UPSIDE in Infosys- Inline performance: Increases revenue growth guidance to 3.75%-4.5% cc for FY25
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Centrum sees 5% UPSIDE in Havells India- In-line revenue; higher staff costs and ad-spend dent margin
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Axis Securities Initiating Coverage on Genus Power Infrastructures Ltd with 20% UPSIDE - Genus Power: Spearheading the Smart Meter Play
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Systematix Diwali Pick 2024
PNB Housing Finance Ltd
Shriram Properties Ltd
Jana Small Finance Bank Ltd
One 97 Communications Ltd
Protean eGov Technologies Ltd
GMR Airports Infrastructure Ltd
Lemon Tree Hotels Ltd
National Aluminium Company Ltd
Zomato Ltd
Jash Engineering Ltd
Antique on
Infosys: HOLD | TP 1980 | Decent quarter but guidance upgrade short of expectations
Wipro: HOLD | TP 575 | Decent quarter but 3Q guidance disappoints
Nestle India: HOLD | TP 2563 | High base impacting performance; Maintain HOLD
LTIMindtree: HOLD | TP 6675 | Strong hiring and commentary point to a decent 2H
Havells India: HOLD | TP 2000 | Margin led miss on the operational front
Mphasis: BUY | TP 3725 | A decent quarter; outlook improving gradually
Jindal Steel & Power: BUY | TP 1109 | Higher volume, lower costs to drive medium-term growth; better 2HFY25 outlook
Oil & Gas - City Gas Distribution: APM allocation cut a negative; upstream: implementation of
premium APM gas price positive
Gujarat Gas: HOLD | TP 620 |
Mahanagar Gas: SELL | TP 1467 |
Indraprastha Gas: SELL | TP 446 |
ONGC: BUY | TP 327 |
Oil India: BUY | TP 707 |
FMCG: Uptick expected in coming months
“Major capex to be done towards Cables & Wires segment," says Anil Rai Gupta of Havells India
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Should able to achieve ₹20,000 cr revenue target by end of FY25
Margin will increase in coming quarters. Expect optic fiber order finalisation soon, EBITDA margin should be between 12-14%
Anand Rathi Diwali Picks 2024
IFCI
IRB Infra
Jupiter Wagons
Hindustan Zinc
Tata Technologies
GRSE
BEML
Prabhudas Lilladher Capital on India Strategy - Festive optimism amidst Geopolitical uncertainty; We believe Capital Goods, Infra, Ports, EMS, Hospitals, Tourism, New Energy, E-com and Telecom are emerging themes to play, at right valuations
Top Mid / Small Cap
BEML
Crompton Greaves Consumer Electricals
Cyient
J.B. Chemicals & Pharmaceuticals
Jindal Stainless
Lemon Tree Hotels
R R Kabel
Safari Industries (India)
SBI Securities on Waaree Energies IPO - At the upper price band of Rs 1,503, Waaree Energies is valued at FY24 P/E multiple of 33.9x based on its post issue capital
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Motilal Oswal sees 25% UPSIDE in Vinati Organics- Operational synergies to further solidify leadership position
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Axis Securities sees 3% UPSIDE in Bajaj Auto Ltd- Q2 EBITDA Inline; Positives Largely Factored in Rich Valuations
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Axis Securities sees 3% UPSIDE in L&T Technologies Ltd.- Results In-line with Expectations; Outlooks Retained
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Dolat Capital sees 7% UPSIDE in Nestle India- Sluggish revenue growth lingers
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Axis Securities sees 12% UPSIDE in Infosys Ltd.- Broad-based Growth; Management Upgrades Guidance for FY25
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Systematix sees 9% UPSIDE in Havells- Demand uptick drove 2QFY25 revenue; weak margin to revive by 4Q
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Anand Rathi Initiating Coverage on Bajaj Auto with 38% UPSIDE - A much better FY26 ahead; best performer in 2Ws
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Nuvama Initiating Coverage on PG Electroplast (PGEL) with 20% UPSIDE - Adaptability mould fuels growth
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Systematix Diwali Pick 2024
PNB Housing Finance Ltd
Shriram Properties Ltd
Jana Small Finance Bank Ltd
One 97 Communications Ltd
Protean eGov Technologies Ltd
GMR Airports Infrastructure Ltd
Lemon Tree Hotels Ltd
National Aluminium Company Ltd
Zomato Ltd
Jash Engineering Ltd
HDFC Securities Reports on
Infosys: ADD | TP 2010 | Guidance increase on expected lines
Axis Bank: ADD | TP 1250 | Deposit handicap sustains; unsecured stress elevated
Wipro: REDUCE | TP 500 | Positives Intensify in Core Areas
LTIMindtree: ADD | TP 6435 | BFSI outperformance
Mphasis: REDUCE | TP 2865 | Growth outperformance but soft bookings
Karur Vysya Bank: ADD | TP 240 | Consistency driving sustainable earnings
“Will not be able to achieve 20% for FY25, targeting 10-15% volume growth for FY25," says Anurag Mantri of Jindal Stainless
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Network People Services Technologies
#NPST
Best numbers from this results season till now
Blockbuster 🔥👏👏🔥
H1 to H2 PBT and PAT more than 2x
Rev at 125cr vs 52cr
H2 at 75cr
PBT at 45cr vs 13.6cr
H2 at 21.7cr
PAT at 33.7cr vs 10.1cr
H2 PAT at 16.5cr
H1FY25 OCF at 59.4cr🔥🔥
FY24 OCF was 43cr
Delivered much more than FY24 numbers in H1FY25 🙏🙏
H1FY25:
Rev at 125cr
PBT at 45cr
PAT at 34cr
FY24:
Rev was 127cr
PBT was 35cr
PAT was 26.7cr
Truly blockbuster set
Highest ever revenue, EBITDA, margins, PBT and PAT in company's history 🔥
P/E drops to 70x vs 176x earlier with these numbers, assuming no growth in H2
Credits: Shreenidhi via X
Ashika on Defence & Shipbuilding Sector 2QFY25 Earnings Preview - Resilient Growth on the Cards on Healthy Order Inflows and Strong Execution Despite Weak Seasonality
Our Top Picks: We prefer Mazagon Dock, Garden Reach Shipbuilders, Zen Technologies, Data Patterns, Paras Defence and Astra Microwave in defence space.
Monarch Networth Initiates Coverage on Ritco Logistics with 96% UPSIDE - With massive growth potential, levers for margin and ROE/ROCE expansion over FY25-27E, Ritco is poised for a re-rating
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Motilal Oswal sees 1% DOWNSIDE in Bajaj Auto- Margins remain stable despite adverse mix
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Centrum sees 3% DOWNSIDE in L&T Technology Services- Mixed operating performance as EBIT margin declined sequentially
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Centrum sees 5% UPSIDE in Mphasis- Operating performance inline; muted deal booking
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