Stock Recommendation and Analysis
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Stocks In News
- ₹384.25
- ₹0.9
- 0.23%
Coal India reported a net profit of Rs 8491.22 crore for the third quarter of FY25, a drop of 17.49% compared to Rs 10,291.71 crore during the same period of the previous financial year. It recorded revenue from operations at Rs 35,779.78 crore, down 1.03% as against Rs 36,153.97 crore during the third quarter of FY24
Source: BSE AnnouncementJanuary 28, 2025- ₹12274.25
- ₹81.65
- 0.67%
UltraTech Cement is in advanced talks with German firm Heidelberg to acquire its Indian unit, reported Moneycontrol, citing sources familiar with the matter. Executives from the Aditya Birla Group, UltraTech’s parent, met Heidelberg management to discuss the acquisition of HeidelbergCement India, the report said, without specifying the value of the deal.
Source: BSE AnnouncementJanuary 28, 2025- ₹542.4
- ₹0.6
- 0.11%
Emami reported a steady 9% growth in its core domestic business during the third quarter of FY25, backed by a 6% volume increase. The company’s total revenue from operations rose by 5% to Rs 1,049 crore. Emami’s gross margins improved by 150 basis points to 70.3%, while EBITDA grew by 8% to Rs 339 crore, translating to a margin of 32.3%, an improvement of 70 basis points. The company’s profit after tax also rose by 8% to Rs 279 crore.
Source: BSE AnnouncementJanuary 28, 2025- ₹154.05
- ₹-1.25
- -0.8%
Indian Oil Corp (IOC) reported a fall of 76.7% in its consolidated net profit for the third quarter of this financial year at Rs 2,147.35 crore from Rs 9,224.85 crore in the corresponding period a year ago. In the second quarter of the current financial year, the company had registered a loss of Rs 448.78 crore. The decline in the company’s net profit can be attributed to the under-recovery made on the sale of LPG cylinders and weak product cracks.
- ₹1124.6
- ₹2.8
- 0.25%
- ₹173.8
- ₹-2.6
- -1.47%
Tata Steel’s consolidated net profit stood at Rs 327 crore in Q3 F25, down 36% on year compared to Rs 513 crore in the same quarter a year ago. The revenue from operations in Q3 FY25 by the metal major stood at Rs 53,648 crore, down 3% YoY against Rs 55,312 in the corresponding quarter of the previous financial year.
Source: BSE AnnouncementJanuary 28, 2025- ₹545.95
- ₹3
- 0.55%
After its recent acquisitions, JSW Energy plans to increase capacity targets and aims to achieve them earlier than it planned, especially in the renewable energy (RE) segment. Last month, JSW Neo Energy, an arm of JSW Energy, bought a 4,696 MW RE platform from O2 Power for around Rs 12,468 crore.
Source: BSE AnnouncementJanuary 28, 2025- ₹5731.65
- ₹9
- 0.16%
Interglobe Aviation, the parent company of IndiGo, reported a net profit of Rs 2,448.80 crore, a drop of 18.32% in comparison to Rs 2,998.10 crore during the same period of the previous financial year, missing estimates. It posted revenue from operations at Rs 22,110.70 crore, up 13.67% as against Rs 19,452.10 crore during the third quarter of FY24.
Source: BSE AnnouncementJanuary 27, 2025- ₹1168.05
- ₹-7.95
- -0.68%
JSW Steel reported a profit of Rs 719 crore during the fiscal third quarter, a decline of 70.65% from Rs 2,450 crore recorded during the corresponding quarter of FY24, surpassing estimates. It posted revenue from operations at Rs 41,378 crore, down 1.34% as against Rs 41,940 crore recorded during the third quarter of the previous financial year.
Source: BSE AnnouncementJanuary 27, 2025- ₹740.5
- ₹11.55
- 1.58%
DLF reported a 61% year-on-year (y-o-y) increase in net profit for Q3 FY25, reaching Rs 1,059 crore, against Rs 657 crore in the same quarter of the previous financial year. The company’s revenue remained flat at Rs 1,529 crore in Q3 FY25, marginally higher than Rs 1,521 crore in Q3 FY24.
- ₹1130
- ₹-0.25
- -0.02%
Godrej Consumer Products posted a net profit of Rs 498 crore for the third quarter of FY25 (Q3FY25), falling short of the Rs 525 crore consensus estimate from Bloomberg. The company had earlier warned of a weak Q3 performance in its quarterly update. It reported a 14.2% year-on-year (y-o-y) decline in consolidated net profit for the December quarter, missing analysts’ estimates. Its consolidated revenue for the quarter rose 3% to Rs 3,768 crore, compared to Rs 3,660 crore in the same period last year, slightly surpassing the Bloomberg estimate of Rs 3,709 crore.
Source: BSE AnnouncementJanuary 27, 2025- ₹339.5
- ₹3.6
- 1.07%
NTPC has reported strong financial performance for the third quarter of fiscal year 2025, with a notable increase in net profit and revenue. The company’s net profit rose by 3.1%, reaching Rs 4,711.4 crore, compared to Rs 4,571.9 crore in the same quarter last year. Its revenue for Q3 FY25 also saw impressive growth, increasing by 4.8% to Rs 41,352.3 crore, up from Rs 39,455 crore in Q3 FY24.
Source: BSE AnnouncementJanuary 27, 2025Today’s Market Headlines
Research Reports
Morgan Stanley on Vodafone Idea
Morgan Stanley sees 83% downside on Vodafone Idea from its current market price. The brokerage gave a “Sell” rating on the stock, with a target price of Rs 2.5.
PDFJM Financial Services on Zomato after it acquired Paytm's ticketing business
“We therefore believe Zomato’s acquisition of Paytm’s events ticketing business is a strategic fit,” said JM Financial in its research report.
PDFEmkay Globla on Mahanagar Gas (MGL) after an analysts meet
Emkay Global has a “Buy” rating with an unchanged target price of Rs 1,680.
PDFEmkay Global on general elections 2024
“We turn defensive on the markets after the adverse results in the general elections, with the BJP missing an absolute majority,” said Emkay.
PDFElara Securities on Apollo Hospitals post Q4 results
“We raise FY25E/26E core EPS by 1-5% and introduce FY27E estimates,” said Elara Securities. It raised the rating on the stock to “Accumulate” from “Reduce”.
PDFPrabhudas Lilladher on NMDC post Q4 FY24 results
The brokerage firm has maintained its “Accumulate” rating on the stock but raised the price target to Rs 279 from Rs 253.
PDFMotilal Oswal on NMDC post Q4 FY24 results
The brokerage house kept the rating unchanged to “Buy” with a revised target price of Rs 300.
PDFMotilal Oswal on LIC post Q4 results
The brokerage house has maintained its “Buy” rating on the stock of LIC, with an unchanged target price of Rs 1,270.
PDFJM Financial on LIC post Q4 results
The brokerage house has maintained its “Buy” rating on the stocks, with an unchanged target price of Rs 1,222.
PDFMotilal Oswal on Colgate Palmolive
The brokerage house has maintained its “Neutral” rating on the stock of Colgate Palmolive, with an unchanged target price of Rs 2,500.
PDFMotilal Oswal on Titan Company
The brokerage will monitor the near-term consumption trend. However, due to competitive pressure on margins, Motilal has cut its EPS estimates by 6% and 5% for FY25 and FY26, respectively.
PDFJM Financials on Avenue Supermarts (D-Mart)
We continue to like DMart – businesses with such long growth runways are rare, any weakness in the name should be looked as an opportunity to add the stock.
PDFJM Financial on Coforge
JM Financial has maintained a “Buy” rating on the stock of Coforge, with a cut in target price at Rs 5,570 from Rs 6,940.
PDFPrabhudas Lilladher on Dabur India
Prabhudas has raised the target price marginally on Dabur India to Rs 563 from Rs 535, earlier. It has maintained its “Accumulate” rating on the stock.
PDFJM Financials on Havells India
JM Financial has raise the target price on Havells India.
PDFMotilal Oswal on Tata Chemicals, Trent, Ultratech Cement
Motilal Oswal’s report indicates that they are broadly maintaining their FY25/FY26 EBITDA estimates for Tata Steel. The brokerage reiterates its Neutral rating on the stock and assigns a Sum-of-the-Parts (SoTP)-based target price of Rs 980.
PDFPrabhudas Lilladher has maintained a "Buy" with a target price Rs 7,050
Hence our core net profit for FY25/26E is raised by 4.5%. Likely RoA/RoE for FY26E at 2.1%/17.2% remains one of the best-in-class. Maintaining multiple at 3.0x, we raise the based target price to Rs 1,450 from Rs 1,300 as we roll forward to Mar’26 core ABV.
PDFEquirus Securities said it sees limited downside given the current valuations
We remain watchful of the developments at Bandhan and put the stock under review
PDFInCred Equities cuts Coforge target price by 9% on raising funds via QIP
The brokerage house has kept the rating unchanged to “Hold” on Coforge. The brokerage gave the rationale that diluting equity to raise funds could outweigh the company’s gains from acquisitions.
PDFAnitque stay posiitve on OMCs despite cut in petrol and diesel prices
“we don’t expect the margin hit to be permanent and believe retail price revisions will resume post the elections as has been observed over the years,” Anitque said.
PDFJefferies maintains a positive stance on Marico, retaining its “BUY” recommendation.
Jefferies has slightly lowered the target price to Rs650 from Rs660.
PDFInCred Equities has raised the target price on Bajaj Auto’s stock to Rs 8,090
InCred Equities has kept the rating unchanged to “Add”
PDFJefferies raised target price on Bajaj Auto to Rs 9,000
The brokerage house is positive about the company as it believes Indian two-wheelers are about to see a strong cyclic recovery.
PDFCLSA maintains ‘Buy’ on HDFC Bank with target of Rs 1,536.90
CLSA’s analysis delves into the nuanced discussion surrounding the equilibrium between deposit growth and Net Interest Margin (NIM).
PDFStoxBox on HDFC Bank
StoxBox remains optimistic about the bank’s strategy for modest growth in this segment.
PDFMotilal Oswal on HDFC Bank
Motilal Oswal has reiterated a ‘Buy’ rating for HDFC Bank stock, maintaining a target price of ₹1,950.
PDFInCred on HDFC Bank
InCred has recommended an ‘Add’ rating for HDFC Bank, setting a target of Rs 2,000 per share.
PDFJM Financials on HDFC Bank
JM Financial maintains a “BUY” recommendation for HDFC Bank with a target price of Rs 2010, valuing the core bank at 2.4 times the FY26E Price to Book Value (P/BV), while subsidiaries are assessed at INR 210.
PDFJefferies on HDFC Bank
Jefferies maintains a “Buy” stance, analysts have adjusted the target for HDFC Bank to Rs 2000 from Rs 2100, citing a slower improvement in Net Interest Margins (NIMs) as a primary factor.
PDFJefferies raises target price to Rs 1,070 on Newgen; sees growth momentum to sustain
Jefferies expects the company to deliver 26% earnings per share on a compounded annual growth rate over FY 25 – FY26.
PDFJefferies says Jio Financial Services taking balanced approach
The brokerage house also believes that the initial concerns about Jio Financial increasing competitiveness have “limited risk for BAF (Bajaj Finance) and banks.”
PDFJefferies forecasts robust growth in India’s midcap stocks, Top picks include Amber, Dixon, Pidilite Industries
Jefferies predicts that the topline growth in Q3FY24 will be predominantly volume-driven, with a particular emphasis on companies in the Cables & Wires sector, including POLYCAB and Finolex Cables.
PDFJefferies maintains ‘Buy’ on HDFC, sees 24% upside despite lower pre-quarter retail net inflow and overall inflow : 9th Jan
Jefferies maintained a ‘Buy’ rating on the stock of HDFC Bank with a 24% upside target price of Rs2,100 despite the bank’s pre-quarter lower retail net inflow and overall inflow in the 3QFY24.
PDFMotilal Oswal Top Picks in 2024 – SBI, ONGC, Sunteck Realty, Coal India Dalmia Bharat : 2nd Jan
The brokerage firm foresees continued outperformance in the Indian market throughout 2024, propelled by strong macro and micro fundamentals. Motilal Oswal identifies State Bank Of India (SBI), Hero MotoCorp, Dalmia Bharat, Coal India, Kajaria Ceramics, and several other stocks as their top choices for the year 2024.
PDFJefferies Report on Siemens: 27th Dec
Jefferies has revised its target price for the company to Rs 5,000 per share, up from the previous target of Rs 4,520. This adjustment suggests a potential upside of 28% from its current market price (CMP) of Rs 3,898.6. The brokerage house says, “We consider Siemens a strong investment in power transmission and railways, areas where our optimism for capital expenditure is highest.” Siemens Energy contributed 31 percent to the overall revenue, and the energy segment’s market is anticipated to receive a surge from capital expenditures in transmission, as well as High Voltage Direct Current (HVDC) projects.
PDFJefferies Report stating that best India portfolio stock skyrockets by 309%, worst China stock plunges 55% : 14th Dec
As of year-to-date, Jefferies’ long-only India portfolio has demonstrated robust growth, soaring by an impressive 41.2% in dollar terms on a total-return basis.
PDFJefferies report highlights strong growth and positive trends in Indian industrials sector: 18th Dec
Jefferies identifies key players as top picks for investors in the Indian industrials sector. These include Larsen & Toubro (L&T), Siemens, Thermax, and KEI.
PDFJefferies report unveils potential disruptions in insurance sector: 15th Dec
According to Jefferies analysis, the proposed threshold premium concept is currently in the consultation stage, with final terms to be determined through ongoing deliberations.One key implication highlighted by Jefferies is the possibility of increased surrender values, which could have a cascading effect on fees for insurers.
PDFJefferies Maintains ‘Buy’ recommendation on ITC: 13th Dec
Jefferies has reaffirmed its positive stance on ITC, maintaining a ‘Buy’ rating with the potential upside of 17%, setting a target price of Rs 530 per share, emphasizing the company’s potential for growth in the future.
PDFJefferies Report on Hindustan Unilever
Jeffries sees 6% upside potential in Hindustan Unilever and assigned Hold rating with an upside target of Rs 2,720.
PDFJefferies Report on SIP
Jefferies says signs of lumpsum flows moderating shows investors maturity. According to the report, SIPs continued their upward trajectory with a notable 28% year-on-year growth and a steady 1% month-on-month increase.
PDFJefferies Report on Coforge
Jefferies has maintained a ‘buy’ rating for Coforge, with a revised target price of Rs 6,580 from the earlier Rs 5,250, indicating an impressive upside of 14%.
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