CIPLA Ltd by Axis SecuritiesAnalysis dated 30 October 2024Sector: Pharmaceuticals & DrugsPrice on Analysis date: Rs. 1479Target Rs. 1700(15% Upside potential)Target Period: 12 Months CIPLA Ltd Stock Research Report Regulatory Hurdles Cloud the Outlook Est. Vs. Actual for Q2FY25: Revenue – INLINE; EBITDA Margin – BEAT; PAT – BEAT Changes in Estimates post Q2FY25. FY25E/FY26E: […]
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APL Apollo Tubes Ltd by Axis SecuritiesAnalysis dated 30 October 2024Sector: Iron & SteelPrice on Analysis date: Rs. 1516Target Rs. 1680(11% Upside potential)Target Period: 12 Months APL Apollo Tubes Ltd Stock Research Report EBITDA/t Miss on Inventory Loss; Headwinds Largely Behind Est. Vs. Actual for Q2FY25: Revenue – MISS; EBITDA/t – MISS; PAT – MISS […]
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Tata Communication by ICICI SecuritiesAnalysis dated 18 October 2024Sector: Telecommunications ServicesPrice on Analysis date: Rs. 1830Target Rs. 1855(1% Upside potential)Target Period: 12 Months Tata Communication Stock Research Report Warming up for growth… Tata Communications’ (TCom) H1FY25 revenue print was muted due to subdued orderbook in FY24, and longer deal conversion cycle. However, it has built […]
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Polycab India by ICICI SecuritiesAnalysis dated 18 October 2024Sector: CablesPrice on Analysis date: Rs. 7121Target Rs. 6790(-5% Downside potential)Target Period: 12 Months Polycab India Stock Research Report Capex led strong revenue growth momentum to continue Takeaways: (1) Polycab reported robust broad-based revenue growth YoY led by favourable demand tailwinds. All segments reported strong double digit […]
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Havells India by ICICI SecuritiesAnalysis dated 18 October 2024Sector: Electric EquipmentPrice on Analysis date: Rs. 1806Target Rs. 2120(17% Upside potential)Target Period: 12 Months Havells India Stock Research Report Strong B2C growth; Rural off-take and margin revival likely in H2FY25 Havells reported strong performance in B2C segment with 20% revenue growth YoY. Broad-based growth across segments […]
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Nestle India by ICICI SecuritiesAnalysis dated 18 October 2024Sector: Consumer FoodPrice on Analysis date: Rs. 2379Target Rs. 2350(-1% Downside potential)Target Period: 12 Months Nestle India Stock Research Report Underwhelming. Reiterate neutral stance Nestle’s Q2FY25 revenue growth was disappointing; it further de-accelerated to 1% YoY (vs 4% in Q1FY25) due to subdued consumer demand (urban has […]
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Axis Bank by ICICI SecuritiesAnalysis dated 18 October 2024Sector: Bank – PrivatePrice on Analysis date: Rs. 1132Target Rs. 1350(19% Upside potential)Target Period: 12 Months Axis Bank Stock Research Report Business growth soft; retail slippages elevated but overall asset quality stable Despite 9% YoY growth in NII, Axis Bank (Axis) reported Q2FY25 PAT of INR 69.2bn, […]
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Mphasis by ICICI SecuritiesAnalysis dated 17 October 2024Sector: IT Services & ConsultingPrice on Analysis date: Rs. 3080Target Rs. 3360(9% Upside potential)Target Period: 12 Months Mphasis Stock Research Report BFS recovery comes in full swing MPHL’s Q2FY25 growth exceeded our and consensus estimates with 2.4% CC growth, led by: 1) BFS and TMT growth; 2) stabilisation […]
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Wipro by ICICI SecuritiesAnalysis dated 18 October 2024Sector: IT Services & ConsultingPrice on Analysis date: Rs. 529Target Rs. 500(-5% Downside potential)Target Period: 12 Months Wipro Stock Research Report Continued problems in manufacturing, energy & utilities Wipro’s (WPRO) 0.6% QoQ CC revenue was ahead of our and consensus estimates. BFSI-led growth was in line with the […]
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Infosys by ICICI SecuritiesAnalysis dated 18 October 2024Sector: IT Services & ConsultingPrice on Analysis date: Rs. 1968Target Rs. 2140(9% Upside potential)Target Period: 12 Months Infosys Stock Research Report Upbeat guidance; discretionary spends continue to pick up in BFSI Infosys reported strong revenue growth of 3.1% QoQ CC in Q2FY25 led by broad-based growth across verticals. […]
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November 9, 2024
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