Name: Latest research reports of ACC Ltd. authored by Deven Choksey and published by - Trendlyne research reports.
Item: ACC Ltd.
Rating: 5
Author: Deven Choksey

ACC Ltd.

29 Aug 2025

1801.80

0.04%

Elevated cost structure impacted EBITDA margins, while outlook remains strong led by higher demand

Buy: ACC Ltd.

Deven Choksey

We have revised our estimates for FY26E/FY27E EBITDA by -2.3%/-6.1%, respectively, as we factor in more gradual normalization of the elevated cost structure.

ACC Ltd. is trading below all available SMAs

Divi's Laboratories Ltd.

29 Aug 2025

6131.50

-0.01%

Steady performance amid near-term headwinds; structural levers intact

Accumulate: Divi's Laboratories Ltd.

Deven Choksey

We have revised our FY26E/FY27E EPS estimates by -14.9%/-22.7%, respectively, as we factor in subdued growth traction in Generic API segment, lower other income and higher depreciation expenses on account of higher investments in its facilities.

Divi's Laboratories Ltd. is trading above its 200 day SMA of 6112.1

Sai Silks (Kalamandir) Ltd.

29 Aug 2025

176.24

0.39%

Investment Rationale

Buy: Sai Silks (Kalamandir) Ltd.

Mastertrust Broking & Investments

Consumption Boost / Discretionary Spending Upside: Sai Silk (Kalamandir) is well positioned to benefit from the upcoming festival and wedding season, which is expected to drive strong demand for ethnic wear across its stores.

Number of FII/FPI investors decreased from 29 to 23 in Jun 2025 qtr

Nifty 50

29 Aug 2025

24426.85

-0.30%

Equity Monitor

Nifty 50

Deven Choksey

Daily Morning Digest

SBI Securities released a Strategy Note report for Nifty 50 on 29 Aug, 2025.

Asian Paints Ltd.

29 Aug 2025

2518.60

1.19%

Uptick in urban demand lifted volumes; near-term outlook remains muted

Sell: Asian Paints Ltd.

Deven Choksey

We believe that demand conditions in the Indian paint industry have likely bottomed out, and we expect a gradual recovery over the upcoming quarters.

Deven Choksey released a Sell report for Asian Paints Ltd. with a price target of 2470.0 on 29 Aug, 2025.

Nifty 50

29 Aug 2025

24426.85

-0.30%

BAZAAR PULSE

Nifty 50

invest4Edu

MARKET SNAPSHOT

Nifty 50 is trading above its 200 day SMA of 24071.7

Bank Nifty

29 Aug 2025

53655.65

-0.31%

Sectoral Technical Snapshot

Bank Nifty

SBI Securities

Retail Research

Bank Nifty is trading above its 200 day SMA of 52905.2

Bank Nifty

29 Aug 2025

53655.65

-0.31%

DAILY MARKET MIRROR

Bank Nifty

SBI Securities

END OF DAY SUMMARY

Bank Nifty is trading below its 30 day SMA of 55697.6

Nifty 50

29 Aug 2025

24426.85

-0.30%

ROLLOVER ANALYSIS

Nifty 50

SBI Securities

During the August derivatives series, Nifty futures witnessed heightened volatility, even though the index remained confined within a relatively narrow band of 770 points, oscillating between 24409 and 25179. This price action underscored a delicate tug-of-war between bullish optimism, driven by supportive domestic developments, and bearish pressures emanating from global uncertainties.

SBI Securities released a Strategy Note report for Nifty 50 on 29 Aug, 2025.

Coforge Ltd.

28 Aug 2025

1724.30

-0.74%

Journey to USD5bn: Key takeaways from mgmt meeting

Buy: Coforge Ltd.

Motilal Oswal

We recently met with Coforge’s management to discuss the company’s outlook on growth, margins, and cash flow conversion.

Coforge Ltd. is trading below its 50 day SMA of 1791.2