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  1. Business News
  2. Authors
  3. kotakinstitutionalequities

Kotak Institutional Equities

LIC
Rating: BUY | LIC maximises non-par growth

The company needs to focus on marketing as it remains subdued.

By Kotak Institutional Equities
November 14, 2023 01:15 IST
PB Fintech:
PB Fintech: On 30% growth trajectory; the company’s shift to online insurance assistance continues

PB Fintech reported a 66% premium growth in FY2023 and 24% y-o-y in 1QFY24.

By Kotak Institutional Equities
August 29, 2023 03:15 IST
titan
Rating: Add; Titan targets a larger market share

CaratLane has optimised store expansion, ready for next growth phase.

By Kotak Institutional Equities
August 22, 2023 03:00 IST
HDFC Bank
HDFC Bank: Rebound in retail; deposit mobilisation critical for bank’s liability transition

Profit before tax (PBT) demonstrated a robust 25% y-o-y growth as per the 20F filings, while it expanded by 20%…

By Kotak Institutional Equities
August 21, 2023 03:00 IST
JSW Energy, JSW Energy rating, JSW Energy capacity,
Rating: Sell | JSW Energy aims for 9.8 GW capacity by FY2025

Sets ambitious target in pump storage hydro, battery storage & solar

By Kotak Institutional Equities
July 18, 2023 03:00 IST
market, market outlook
Rating: sell; Cartrade Tech – Cautious outlook maintained

Adopts asset-light approach for used car inventory strategy.

By Kotak Institutional Equities
July 17, 2023 02:20 IST
Godrej Consumer, Godrej Consumer products, Godrej Consumer products rating,
Godrej Consumer Rating: Add | In fair value zone

Management’s action has resulted in positive turnaround

By Kotak Institutional Equities
July 4, 2023 01:30 IST
dr reddys, dr reddys rating, dr reddys growth
Rating: Reduce – Dr Reddy’s to focus on innovation

Growth to be driven by over the counter drugs and specialty products

By Kotak Institutional Equities
June 27, 2023 02:30 IST
Ujjivan SFB, banking
Rating: BUY; Ujjivan SFB: Positioning for the future

Bank expands focus on gold loans, 2-wheeler loans, and micro-LAP

By Kotak Institutional Equities
June 13, 2023 04:30 IST
market, market outlook
Rating: REDUCE; Indiamart to invest in new capabilities

REDUCE rating driven by rich valuations and competitive risks

By Kotak Institutional Equities
June 6, 2023 03:40 IST
Eicher Motors
Rating: sell; Eicher Motors in the fast lane

New model launches expected to intensify competitive landscape.

By Kotak Institutional Equities
May 15, 2023 05:15 IST
HDFC, HDFC Bank
Rating: buy; HDFC Bank’s focus shifts to deposits

Initial response to this merger has been positive from investors.

By Kotak Institutional Equities
April 25, 2023 03:30 IST
IndiGo, India's biggest airline, global, expansion, airline, civil aviation
IndiGo: Fleet expansion to take off with 50 more aircraft

Air travel volumes returning to pre-Covid levels in such a context is reflective of changing consumer behaviour.

By Kotak Institutional Equities
April 17, 2023 02:30 IST
Bharat Forge, Bharat Forge growth, Bharat Forge performance, Bharat Forge earnings,
Rating: SELL – Bharat Forge expects moderate revenue growth

Newer segments to be key drivers of growth for the company

By Kotak Institutional Equities
April 11, 2023 05:45 IST
PVR, PVR news, PVR latest news, PVR INOX, PVR INOX merger, PVR INOX shares
PVR-INOX: The merger of synergies & opportunities – Rating: Add

The management has guided for annual synergies of Rs 225 crore in the next 12-24 months, suggesting a 15-17% upgrade…

By Kotak Institutional Equities
March 14, 2023 02:05 IST
Varun Beverages, marteket rating
Rating: buy; Varun Beverages – Stage set for another strong year

Raw material prices and focus on ‘Sting’ brand to improve profitability.

By Kotak Institutional Equities
March 13, 2023 00:30 IST
Eicher,
Rating: sell: Eicher Motors: Hunter 350 continues to ride strong

Demand for other 350 cc portfolio to remain under pressure

By Kotak Institutional Equities
Updated: February 20, 2023 16:58 IST
zomato, markets
Rating: buy; Zomato: Demand revival seen in near future

Zomato Gold should boost growth over the medium term

By Kotak Institutional Equities
February 14, 2023 02:20 IST
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Latest News

US sanctions firms helping Iran sell oil to China amid Strait of Hormuz tensions

Ahead of Trump-Xi Meeting, US sanctions 12 entities over Iranian oil trade with China

Tamil Nadu CM Vijay directs shutdown of 717 liquor shops within 500m of schools, temples, colleges, and bus stands

Tamil Nadu CM Vijay directs shutdown of 717 liquor shops within 500m of schools, temples, colleges, and bus stands

Vikram Solar share price, renewable energy stocks, solar stocks India

This renewable energy stock plans 15.5 GW expansion: Here’s why Elara sees 44% upside potential 

Sridhar Vembu railways

‘Build trains to every Panchayat’: Vembu predicts ’10-15 year economic boom’ after Vaishnaw’s railway pitch

India declines sanctioned Russian LNG cargo despite Middle East fuel crisis

India rejects sanctioned Russian LNG despite Middle East energy crunch, claims report

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Latest News
  • Ahead of Trump-Xi Meeting, US sanctions 12 entities over Iranian oil trade with China
  • Tamil Nadu CM Vijay directs shutdown of 717 liquor shops within 500m of schools, temples, colleges, and bus stands
  • This renewable energy stock plans 15.5 GW expansion: Here’s why Elara sees 44% upside potential 
  • ‘Build trains to every Panchayat’: Vembu predicts ’10-15 year economic boom’ after Vaishnaw’s railway pitch
  • India rejects sanctioned Russian LNG despite Middle East energy crunch, claims report
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