Nifty200 Quality 30 News, Corporate filings and Earnings/Conference Calls

Name: Latest research reports of ITC Ltd. authored by Prabhudas Lilladhar and published by - Trendlyne research reports.
Item: ITC Ltd.
Rating: 5
Author: Prabhudas Lilladhar

Keep track of all breaking news and updates on Nifty200 Quality 30 from all sources in a single place.

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Bharat Electronics Ltd.

22 May 2025

390.75

-0.70%

Company Update

Bharat Electronics Ltd - 500049 - Announcement under Regulation 30 (LODR)-Change in Directorate

BSE India

Intimation of Appointment of Independent Director.

pdf

Tata Consultancy Services Ltd.

22 May 2025

3380.40

0.28%

Company Update

Tata Consultancy Services Ltd - 532540 - Press Release-TCS To Steer Cloud Migration Program For Finnish …

BSE India

Press Release-TCS to Steer Cloud Migration Program for Finnish Telecom Leader DNA in a Five-Year Partnership

pdf

Colgate-Palmolive (India) Ltd.

22 May 2025

2436.50

-0.68%

Company Update

Colgate Palmolive (India) Ltd - 500830 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - …

BSE India

Please find enclosed herewith Analyst Meet Presentation

pdf

Colgate-Palmolive (India) Ltd.

22 May 2025

2436.50

-0.68%

Colgate-Palmolive shares drop 6% after Q4 earnings; profit, revenue slip

Business Standard

Shares of Colgate-Palmolive (India) fell nearly 6 per cent after it posted a 6.5 per cent decline in its net profit

Colgate-Palmolive (I.. has an average target of 2729.25 from 8 brokers.

Colgate Palmolive net profit skids in Q4

Business Line | 21 May 2025 1 more

Bajaj Auto Ltd.

22 May 2025

8636.00

0.92%

Company Update

Bajaj Auto Ltd - 532977 - Announcement Under Regulation 30 And Schedule III (Part A, Para …

BSE India

Intimation of agreement entered into by Bajaj Auto International Holdings BV, a wholly owned subsidiary of Bajaj Auto Limited.

pdf

Bajaj Auto Ltd.

22 May 2025

8636.00

0.92%

Company Update

Bajaj Auto Ltd - 532977 - Announcement under Regulation 30 (LODR)-Press Release / Media Release

BSE India

Bajaj Auto makes decisive move to take charge of rebuilding KTM

pdf

Bajaj Auto Ltd.

22 May 2025

8636.00

0.92%

Company Update

Bajaj Auto Ltd - 532977 - Announcement Under Regulation 30 And Schedule III (Part A, Para …

BSE India

Intimation of agreements entered into by Bajaj Auto International Holdings BV, a wholly owned subsidiary of Bajaj Auto Limited.

pdf

ITC Ltd.

22 May 2025

420.55

0.35%

ITC (ITC IN) Q4FY25 Result Update Recovery to...

Buy: ITC Ltd.

Recommendation Target

Prabhudas Lilladhar

We are upgrading ITC from Accumulate to BUY as we expect current margin/growth pressures to subside post 1H26. ITC is suffering margin pressure in cigarettes (high leaf tobacco prices and volume focused strategy), Paper (High wood prices and dumping) and FMCG (Tepid volumes, high input costs and hit in stationary business). However, we expect the scenario to change as leaf tobacco prices have started softening in current season, new wood supplies, integration of century paper and bottomed out margins (~40%...

Sharekhan decreased Buy price target of ITC Ltd. to 522.0 on 26 May, 2025.

Colgate-Palmolive (India) Ltd.

22 May 2025

2436.50

-0.68%

Colgate Palmolive (CLGT IN) Q4FY25 Result Update Urban...

Hold: Colgate-Palmolive (India) ...

Target

Prabhudas Lilladhar

Cautious outlook for 1H26 due to muted urban demand, expect recovery led by innovations & rural momentum post 2Q. increased promotional spending led by heightened competitive intensity. Near term outlook is cautious given that 1) urban demand continues to remain muted at mass end 2) heightened competitive landscape 3) rising promotional...

Colgate-Palmolive (I.. has an average target of 2729.25 from 8 brokers.

Colgate-Palmolive (India) Ltd.

22 May 2025

2436.50

-0.68%

The worst (for the stock) is yet to come

Sell: Colgate-Palmolive (India) ...

Recommendation Target

ICICI Securities Limited

We've been long critical of Colgate India's (consistent) strategy of not investing (enough) for toothpaste category growth (our opinion), not aggressive (enough) in diversifying outside of oralcare (parent has a good HPC portfolio though), over-earning, in our opinion (operating margins at ~37% after adding back royalty).

Colgate-Palmolive (India) Ltd. is trading below all available SMAs

Nifty200 Quality 30 PB	9.0
Nifty200 Quality 30 PE	29.8
Nifty200 Quality 30 DIV	2.1
Nifty200 Quality 30 EPS	690.9