S&P BSE Dollex 200 News and Updates

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

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Sona BLW Precision Forgings Ltd.

01 May 2025

540.10

-0.24%

Margins hurt by adverse mix

Neutral: Sona BLW Precision Forging...

Target

Motilal Oswal

SONA BLW (SONACOMS)’s adjusted EBITDA margin came in below our estimates in 4QFY25 due to a model changeover at one of its key OEMs as well as an adverse mix. Adjusted PAT exceeded our estimates because of higher-than-expected other income from surplus funds.

Sona BLW Precision F.. has an average target of 490.00 from 1 broker.

Phoenix Mills Ltd.

01 May 2025

1597.60

1.02%

Earnings lag; retail portfolio resilient

Neutral: Phoenix Mills Ltd.

Target

Motilal Oswal

The company reported revenue of INR10.2b, -22%/+4% YoY/QoQ (16% below estimate), while EBITDA came in at INR5.6b, -11%/+1% YoY/QoQ (27% below estimate).

Phoenix Mills Ltd. is trading below its 150 day SMA of 1603.9

Vedanta Ltd.

01 May 2025

436.00

0.83%

Operational performance in line

Neutral: Vedanta Ltd.

Target

Motilal Oswal

Vedanta (VEDL) reported consolidated net sales of INR405b (+14% YoY and +3% QoQ), in line with our estimates. The QoQ growth was driven by favorable market prices and higher premiums.

Vedanta Ltd. is trading below its 150 day SMA of 443.3

JSW Infrastructure Ltd.

01 May 2025

290.90

0.36%

Greenfield, brownfield and acquisition: Delta = new assets

Buy: JSW Infrastructure Ltd.

ICICI Securities Limited

JSW Infrastructure (JSWIL) reported subdued volumes of 117mt (FY25) – comprising 103mt (-3% YoY) from existing assets and 14mt from new assets.

JSW Infrastructure Ltd. is trading below its 30 day SMA of 292.7

Indus Towers Ltd.

01 May 2025

384.35

0.48%

Tenancy net adds boosted from acquisition and VIL rollout

Sell: Indus Towers Ltd.

Target

ICICI Securities Limited

Indus Towers’ (Indus) Q4FY25 performance was good led by, excluding acquisition, tenancy addition of 8.2k, which was much better than tower net adds of 4.3k, implying a rising tenancy sharing ratio. Tenancy adds benefitted from network rollout by VIL; and 2) strong FCF in FY25, including provision reversals.

Indus Towers Ltd. is trading below its 30 day SMA of 392.0

Indus Towers Ltd.

01 May 2025

384.35

0.48%

Operationally in line; dividend deferral disappointing

Neutral: Indus Towers Ltd.

Target

Motilal Oswal

Indus Towers (Indus)’ 4QFY25 reported financials were impacted by several one-offs on account of the consummation of tower purchases from Bharti Airtel, prior period revenue, and provision reversals.

Indus Towers Ltd. has an average target of 402.00 from 4 brokers.

Varun Beverages Ltd.

01 May 2025

484.50

0.59%

Beat on FMCG sustains; rains, Tanzania call-off compel EPS cut

Buy: Varun Beverages Ltd.

Target

Emkay

VBL reported a strong and largely in-line quarter. India revenue growth was better at ~18% (vs expectation of ~15%), helped by ~16%/2% growth in volume/realization.