Motilal Oswal on Raymond Lifestyle initiates Buy with target price of Rs 3200
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Sharekhan sees 10% UPSIDE in KEI Industries - Margins hit; Maintain Hold
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India’s Travel Boom To Grow Unabated As Middle Class Joins The Bandwagon.
It’s now a Necessity Not A Luxury and Room Rents Not Spoiling The Mood.
At this rate, ICRA not only expects occupancies to remain over 70%, but ARRs, too, are expected to breach the Rs 8,000 mark in fiscal 2025 and fiscal 2026—ahead of fiscal 2008’s upcycle.
“Sustenance of domestic leisure travel, demand from meetings, incentives, conferences and exhibitions, including weddings, and business travel (despite a temporary lull during the general elections) are likely to drive demand in FY25. Spiritual tourism and tier-II cities are expected to contribute meaningfully in FY25,” ICRA said.
Good #Q2FY25-19/10/24 till 4pm
IndiaMART Intermesh
#Indiamart
Blockbuster set🔥🔥
Highest ever revenue, EBITDA, PBT and PAT in any quarter 👏
Killing it with its consistency, yet again
Solid QoQ growth,bumper YoY print👏
Rev at 348cr vs 295cr, Q1 at 331cr
Other income at 65cr vs 35cr, Q1 at 53cr
PBT at 190cr vs 104cr, Q1 at 162cr
PAT at 135cr vs 69cr, Q1 at 117cr
OCF at 239cr vs 192cr
NetWeb Technologies
#Netweb
#NetwebTech
Maintains the stellar pace of growth
Another high growth, consistent quarter
Good #Q2FY25, rich valuations
H2 heavy
So Q3 and Q4 should see further growth momentum
Rev at 251cr vs 144cr, Q1 at 148cr
PBT at 34cr vs 20cr, Q1 at 21cr
PAT at 26cr vs 15cr, Q1 at 15cr
Solid orderbook,great execution
Receivables elevated, should get better after H2 numbers
Tech Mahindra
#TechM
#TechMahindra
Rev at 13313cr vs 12874cr, Q1 at 13005cr
Higher other income
At 521cr vs 264cr, Q1 at 144cr
PBT at 1713cr vs 615cr, Q1 at 1178cr
PAT at 1258cr vs 505cr, Q1 at 865cr
Valns not cheap, nos partly aided by higher other income
Yet to get back to Q1FY22 runrate for PBT and PAT
Decent,not bad types:
Nothing extraordinary
#HDFCBank
#KotakMahindra
#RBLBank
Asset quality slightly deteriorated for all these names
GNPA n NNPA up QoQ
Slightly up YoY for HDFC Bank and Kotak
Loan growth pace has slowed down as well
Credits: Shreenidhi P Twitter
Share India Diwali Picks 2024
Adani Ports - 30% UPSIDE
HG Infra - 27% UPSIDE
Granules - 26% UPSIDE
Jindal Saw - 30% UPSIDE
Lemon Tree Hotels - 29% UPSIDE
Nippon Life AMC - 22% UPSIDE
Sharda Motor - 22% UPSIDE
Tata Power - 22% UPSIDE
Yatharth - 25% UPSIDE
Zen Technologies - 20% UPSIDE
Bonanza Diwali Picks 2024
Triveni Turbine - 37% UPSIDE
Hindalco Industries - 26% UPSIDE
Power Mech Projects - 23% UPSIDE
India Glycols - 23% UPSIDE
Newgen Software Tech - 21% UPSIDE
Systematix sees 10% UPSIDE in Polycab - Robust demand momentum to sustain, margins to revive in 2H
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Emkay sees 35% UPSIDE in Gopal Snacks - Decent Q2 show; thrust on fortifying growth; Valuation re-rating likely with improving earnings
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ICICI Securities sees 5% DOWNSIDE in Polycab India- Capex led strong revenue growth momentum to continue
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Motilal Oswal Update on Tata Chemicals- Sequential recovery improves 2H prospects
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Motilal Oswal sees 19% UPSIDE in Larsen & Toubro- Looking into near-term and long-term
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Motilal Oswal sees 8% UPSIDE in Axis Bank- One-offs aid earnings; provisioning buffer fortified
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Axis Securities sees 11% DOWNSIDE in Wipro Ltd.- Miss on Growth Estimates; Outlook Weak
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Axis Securities sees 1% DOWNSIDE in Manappuram Finance Ltd.- Restrictions on Asirvad to Weigh on Manappuram’s Growth and Profitability!
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Sharekhan Waaree Energies IPO Note - At the upper band of issue price, the company is valued at 33.9x its FY2024 EPS
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Sharekhan sees 21% UPSIDE in LTTS - Healthy Q2, Guidance intact
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Good #Q2FY25-19/10/24 post 4pm till 7pm
Multi Commodity Exchange
#MCX
MCX
Blockbuster Q2FY25 👏 🔥
Highest ever revenue, EBITDA, PBT and PAT in any quarter
Solid and big QoQ growth
Exponential YoY growth
Rev at 285cr vs 165cr, Q1 at 234cr
PBT at 191cr vs -16cr, Q1 at 138cr
PAT at 154cr vs -19cr, Q1 at 110cr
Q2 EPS at 30rs
Q1 EPS was 21.7rs
H1 EPS of 52rs
OCF at 1021cr
Record quarter 🔥👏
Lloyds Engineering
#LloydsEngg
Solid Q2FY25
Rich valuations, but string growth and execution
Strong orderbook with solid tailwinds
Rev at 212cr vs 121cr, Q1 at 135cr
PBT at 34cr vs 23cr, Q1 at 24cr
PAT at 28cr vs 19cr, Q1 at 21cr
OCF at 301cr vs -3cr🔥
UCO Bank
#UCOBank
Best banking results of the day
GNPA and NNPA down QoQ and YoY
Good asset quality
Solid PPOP growth
Rev at 7071cr vs 5865cr, Q1 at 6859cr
PPOP at 1431cr vs 981cr, Q1 at 1321cr
PBT at 939cr vs 639cr, Q1 at 862cr
PAT at 602cr vs 401cr, Q1 at 550cr
RoA at 0.75% vs 0.54%, Q1 at 0.7%
Trident Lifeline
#TLL
#TreidentLife
H1FY25:
Rev at 29cr vs 14cr, H2 at 26cr
PBT at 6.5cr vs 2.1cr, H2 at 4.5cr
PAT at 4.4cr vs 2cr, H2 at 2.8cr
OCF at -1cr vs 2cr
PC Jeweller
#PCJ
#PCJeweller
Mainly due to OTS with banks
Finance costs down from 124cr to 1cr
Directly adds everything to bottomline
Rev at 505cr vs 449cr, Q1 at 401cr
PBT at 123cr vs loss, Q1 at 83cr
OCF negative
Credit: Shreenidhi P Twitter
Motilal Oswal Initiating Coverage on Raymond Lifestyle with 36% UPSIDE - On a transformative journey; Rising focus on branding, re-energizing and expanding legacy brands; Scaling up the underpenetrated brand
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JM Financial Diwali Picks 2024
Reliance Industries - 28% UPSIDE
Power Grid - 17% UPSIDE
Bajaj Finance - 18% UPSIDE
ICICI Lombard General Insurance - 17% UPSIDE
Jindal Steel & Power - 19% UPSIDE
National Aluminium Company - 17% UPSIDE
Gravita India - 21% UPSIDE
Macrotech Developers - 23% UPSIDE
Olectra Greentech - 27%
Ashoka Buildcon - 15%
Axis Capital India Chemicals - Sector Report; China fatigue opens doors for India; Channel inventory-led concerns are largely bottoming out but may put pressure on near-term earnings, though growth outlook for the next three to five years is intact
PI Industries ADD 4,463 (CMP) 4,960 (TP)
SRF ADD 2,263 (CMP) 2,470 (TP)
Deepak Nitrite ADD 2,869 (CMP) 3,170 (TP)
Clean Science ADD 1,599 (CMP) 1,800 (TP)
Navin Fluorine ADD 3,330 (CMP) 3,800 (TP)
Prabhudas Lilladher sees 32% UPSIDE in Engineers India - Gearing up for a large project pipeline in India
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Yes Securities sees 24% UPSIDE in Karur Vysya Bank Ltd- KVB seems on track to maintain healthy RoA
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Anand Rathi sees 49% UPSIDE in Sterling & Wilson- Credit ratings upgrade to drive execution; retaining a Buy
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Motilal Oswal sees 2% DOWNSIDE in Tata Communications- Subdued results on weak core-connectivity growth
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Yes Securities sees 30% UPSIDE in Axis Bank Ltd- Poor half year should not make us lose sight of
the long-term
Motilal Oswal sees 5% DOWNSIDE in Wipro- Healthy quarter, furlough softness ahead
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Motilal Oswal sees 10% DOWNSIDE in Manappuram Finance- RBI ban on Asirvad due to material supervisory concerns
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Motilal Oswal sees 16% UPSIDE in LTIMindtree- Management remains guarded despite strong numbers
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