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Name: Latest research reports of UPL Ltd. authored by Motilal Oswal and published by - Trendlyne research reports.
Item: UPL Ltd.
Rating: 3
Author: Motilal Oswal

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JSW Energy Ltd.

01 Aug 2025

488.45

-1.85%

JSW Energy shares rise 4% on strong Q1 results, renewable and thermal push gains

Economic Times

JSW Energy's shares experienced a surge following a robust Q1 performance, with net profit climbing 42.4% to Rs 743 crore, fueled by increased renewable and thermal power generation. Revenue soared by 78.6%, and EBITDA nearly doubled, driven by significant capacity additions, including the acquisition of Mytrah Energy.

JSW Energy Ltd. is trading below all available SMAs

JSW Energy shares gain 4% post Q1 results; should you buy, sell or hold?

Business Standard | 01 Aug 2025 2 more

Ambuja Cements Ltd.

01 Aug 2025

563.20

0.25%

Ambuja Cement Q1 Review Motilal Oswal Maintains 'Buy' On Above Estimate Results

NDTV Profit

Ambuja Cement stock trades fairly at 21x/17x FY26E/ FY27E EV/Ebitda, says Motilal Oswal.

Ambuja Cements Ltd. is trading above its 200 day SMA of 546.9

Ambuja Cements net profit jumps to Rs 970 crore on record sales

Economic Times | 01 Aug 2025 4 more

UPL Ltd.

01 Aug 2025

715.75

-0.13%

Margin expansion led by better product mix and operating leverage

Neutral: UPL Ltd.

Motilal Oswal

UPL Ltd (UPLL) made a decent start to FY26, with EBITDA growing 14% YoY to INR13b, led by a better product mix (EBITDA margin up 150bp YoY), higher capacity utilization, and lower COGS (gross margins up 460bp YoY), despite revenue growth of 2% to INR92b.

UPL Ltd. has gained 29.08% in the last 1 Year

APL Apollo Tubes Ltd.

01 Aug 2025

1604.70

0.27%

APL APOLLO TUBES LIMITED

Buy: APL Apollo Tubes Ltd.

Target

Geojit BNP Paribas

*over or under performance to benchmark index APL Apollo Tubes Ltd (APAT) is a leading manufacturer of structural steel tubes, with an annual production capacity of 4.5mn ton. It has a distribution network spanning 29 cities in India and 20 countries globally. In Q1FY26, its sales mix comprised Apollo structural tubes (~64%), Apollo Z (~32%) and Apollo Galv (~4%), catering to a diverse...

APL Apollo Tubes Ltd. has an average target of 1905.80 from 5 brokers.

JSW Energy Ltd.

01 Aug 2025

488.45

-1.85%

Strong 1Q amid higher-than-estimated generation

Buy: JSW Energy Ltd.

Target

Motilal Oswal

JSW Energy’s (JSWE) 1QFY26 revenue was 6% above our estimate at INR51.4b (+79% YoY), and EBITDA stood at INR27.9b (+97% YoY), beating our estimate by 24%.

Number of FII/FPI investors decreased from 504 to 479 in Jun 2025 qtr

Ambuja Cements Ltd.

01 Aug 2025

563.20

0.25%

Ambuja Cement (ACEM IN) Q1FY26 Result Update Strong...

Buy: Ambuja Cements Ltd.

Target

Prabhudas Lilladhar

Ambuja Cements (ACEM) delivered strong consolidated operating performance in Q1FY26 with 20% YoY volume growth (18.4mt excluding clinker volume), aided by higher government capex and recently acquired assets. NSR improved by 5% QoQ, aided by an uptick in cement pricing during the quarter. RM costs declined on lower purchase of goods, which resulted in ACEM delivering EBITDA/t of Rs1,066. ACEM has successfully integrated the brands of Penna and Orient into ACEM. The capacity utilization for acquired assets stood at ~77-78% as per mgmt. ACEM would utilize Penna and Sanghi clinker...

Ambuja Cements Ltd.'s price crossed below 100Day SMA today

Tata Steel Ltd.

01 Aug 2025

154.48

0.55%

Tata Steel: Q1FY26 Result Review

Hold: Tata Steel Ltd.

Target

IDBI Capital

Tata Steel's Q1FY26 performance was above our expectations on all fronts. Revenue declined 5% QoQ to Rs532bn, impacted by a 5% QoQ drop in volumes due to maintenance shutdowns at Jamshedpur and NINL. However, this was partially cushioned by a 11% QoQ increase in realizations. Consolidated EBITDA increased by 13% QoQ to Rs74bn, with EBITDA/t improving 32% QoQ to Rs10,432. The UK operations significantly reduced their EBITDA loss to Rs7,772/t in Q1FY26 from Rs13,758/t in Q4FY25 while Netherland business reported EBITDA of Rs4,080/t up from Rs712/t in Q4FY25, supported by global cost...