Crude oil price and INR remain key monitorables. With the price cuts undertaken, HUL has prioritised market share against smaller…
The company has clocked a 20% CAGR versus industry’s 15%.
Aluminium, zinc divisions key growth drivers; efforts underway to boost production in O&G
The company can sustain a high capex environment over the next five years.
Cost control measures and timely product launches key to prospects; ‘Hold’ retained with target price of Rs 700.
Operational curbs to impact earnings; estimates cut by 27%; target price down to Rs 49; ‘Hold’ maintained
Traction in e-mobility, an expanding engines business and balance sheet improve prospects; ‘Buy’ maintained
Positioning in high-growth segments has improved; order pipeline remains healthy; ‘Buy’ retained with target price of Rs 2,370
Sector leaders should be preferred given the macro scenario; Whirlpool, Havells, KEI and Dixon are top picks
Windfall tax to be a drag on earnings in near term; ‘Hold’ retained with unchanged target price of Rs 148
Business offers multi-decade expansion opportunity; ‘Buy’ retained with target price revised to Rs 1,743.
Profit ahead of consensus estimates by 17%; ‘Buy’ retained with target price up to Rs 1,020; top pick in sector
Performance of biz segments improving; cash flows likely to be robust; ‘Buy’ retained with target price of Rs 1,456.
Debt for India biz went down; sales momentum expected to stay healthy; Buy retained with target price of Rs 1,392
Estimates for RIL kept unchanged; target price for ONGC cut to Rs 148, with stock downgraded to ‘Hold’; OMCs may…
Profitability scale-up in beauty & personal care is impressive; ‘Buy’ retained with target price of Rs 1,845.
Company saw sharp gains in market share in FY22; margins to see inflation pressure; ‘Buy’ retained with target price of…
Margins likely to be under pressure; ‘Hold’ retained given valuation comfort, with target price of Rs 845
