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Research Reports

Systematix sees 16% UPSIDE in Reliance Industries- Strong Retail and O2C lifted profits

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Research Reports

Systematix sees 25% UPSIDE in Havells- Weak 3QFY25; demand and margins likely to revive from 4Q

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Research Reports

Motilal Oswal sees 13% UPSIDE in Axis Bank- Earnings in line; business growth moderates

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Motilal Oswal sees 29% UPSIDE in LTIMindtree- Productivity pass-back in top hi-tech client key reason for a cautious tone

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Motilal Oswal sees 14% UPSIDE in Infosys- Guidance lifts, but commentary cautious

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Phillip Capital sees 44% UPSIDE in Shoppers Stop- LFL growth trajectory to sustain in near term

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DAM Capital Initiating Coverage on Aurionpro Solutions, with 45% UPSIDE - Niche segmentation and strong leadership

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Axis Securities Report on Axis PUNCH- Radico Khaitan Ltd with 10% UPSIDE

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Motilal Oswal sees 41% UPSIDE in JSW Energy- Concerns regarding the battery storage project overdone

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Axis Securities sees 6% UPSIDE in Minda Corporation Ltd- Strategic Partnership with Flash Electronics to Capture Future Growth

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Motilal Oswal sees 13% UPSIDE in L&T Technology- Growth steady, but margin reset negative

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Centrum sees 31% UPSIDE in HDFC Life Insurance Company Ltd- A steady quarter

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Nuvama Initiating Coverage on APAR Industries, with 20% UPSIDE - Compounder moving up the value chain

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Research Reports

https://www.ndtv.com/world-news/china-plans-to-build-three-gorges-dam-of-space-for-endless-solar-power-7440342

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Motilal Oswal sees 2% UPSIDE in Tata Motors- JLR 3QFY25 wholesales in line at 104.4k units

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Research Reports

Motilal Oswal sees 26% UPSIDE in Reliance Industries- Good 3Q on recovery in retail and O2C; RJio weak

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Research Reports

Phillip Capital sees 21% UPSIDE in L&T Technology Services- Strong results and TCV; growth outlook improving

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Phillip Capital sees 21% UPSIDE in Axis Bank- Elevated slippage and weak growth

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Phillip Capital sees 14% UPSIDE in LTIMindtree Ltd- Strong growth; Robust TCV; outlook positive

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Research Reports

Phillip Capital sees 19% UPSIDE in Infosys Ltd- Decent results; Modest TCV and Q4 outlook

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HDFC Securities Report on

Reliance Industries: ADD | TP 1670 | Improved performance in all segments

Infosys: ADD | TP 2015 | Growth at a high cost

Axis Bank: ADD | TP 1190 | Stress in unsecured retail compounds deposit handicap

LTIMindtree: ADD | TP 6300 | Steep cut in top account overshadows strong bookings

Mastek: ADD | TP 3840 | UK to drive growth

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Nuvama sees 13% UPSIDE in SHOPPERS STOP- Premiumisation fuels growth

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Motilal Oswal sees 21% UPSIDE in Maruti Suzuki- New launches to aid market share recovery

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Dolat Capital sees 8% UPSIDE in Oracle Financial Services Software- Result Miss, but strong license wins support healthy outlook

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Centrum sees 4% UPSIDE in L&T Technology Services- In-line performance; Guides for around 10% revenue growth for FY

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Yes Securities sees 18% UPSIDE in HDFC Life Insurance- Margin surprise served with some growth issues

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Research Reports

HDFC Securities Report on

L&T Technology Services: REDUCE | TP 4730 | Ask rate remains steep

Shoppers Stop: REDUCE | TP 600 | Intune performance weaker than guided

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JM Financial sees 17% UPSIDE in Just Dial- Collection growth moderates

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Systematix Results Preview on Oil & Gas- Earnings to remain under pressure

Reliance Ind. | TP 1573 | BUY |
Gulf Oil Lub. | TP 1700 | BUY |
Gail India | TP 230 | BUY |
Petronet LNG | TP 425 | BUY |
IGL | TP 481 | BUY |
GSPL | TP 353 | HOLD |
MGL | TP 1680 | HOLD |
Gujarat Gas | TP 582 | HOLD |

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Research Reports

SBI Securities Weekly Wrap - Covering the weeklong updates of corporate actions, order inflows, bulk and block deals etc…

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