S&P BSE 100 LargeCap TMC Index News and Updates

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 on S&P BSE 100 LargeCap TMC Index from all sources in a single place.

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ITC Ltd.

22 May 2025

423.05

0.48%

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%...

ITC Ltd. has an average target of 517.25 from 8 brokers.

Oil And Natural Gas Corporation Ltd.

22 May 2025

242.77

1.13%

Oil & Natural Gas Corporation (ONGC IN) Q4FY25 Result...

Accumulate: Oil And Natural Gas Corpor...

Recommendation Target

Prabhudas Lilladhar

Oil production in KG-Basin to ramp up from 35kbopd to 45kbopd Mixed production profile of standalone oil (+0.4% QoQ) and gas (-1.9% QoQ) combined with marginally higher oil price realization of USD73.7/bbl in Q4 vs USD72.6/bbl in Q3FY25 resulted in revenues of Rs349.8bn, +3.8% QoQ. EBITDA of Rs190bn (+0.2% QoQ) was 3.8% higher than our est of 183.2bn & consensus of Rs179.7bn. Much higher DDA led by write-offs resulted in PBT declining by 20% QoQ to Rs88bn (PLe Rs107bn) despite growth in rev. PAT stood at...

Oil And Natural Gas Corporation Ltd.'s price crossed above 30Day SMA today

IndusInd Bank Ltd.

22 May 2025

837.10

1.73%

IndusInd Bank (IIB IN) Q4FY25 Result Update Accounting...

Hold: IndusInd Bank Ltd.

Target

Prabhudas Lilladhar

IIB saw an abnormal but weak quarter as it reported a net loss of Rs22.4bn due to recognition of accounting lapses. While forex loss of Rs19.6bn and interest reversal on MFI loans Rs5.7bn were expected, increased MFI stress of Rs19.7bn led to QoQ spike of 81bps in provisions to 281bps; contingent provisions of Rs13.25bn were fully utilized. Our sense is that most of the lapses have been corrected, and no significant deviations are expected. For FY26/27E we trim loan growth by 5%/2% to 8%/11% and subsequently due to cascading effect...

IndusInd Bank Ltd. is trading above its 50 day SMA of 772.2

InterGlobe Aviation Ltd.

22 May 2025

5668.50

3.43%

InterGlobe Aviation (INDIGO IN) Q4FY25 Result Update Yield...

Buy: InterGlobe Aviation Ltd.

Target

Prabhudas Lilladhar

We increase our FY26E/FY27E PAT estimates by 13%/10% as we fine tune our yield and fuel CASK assumptions. INDIGO reported better than expected performance with FX adjusted EBITDAR margin of 30.8% (PLe 28.5%) led by 1) 2.2% rise in yield to Rs5.32 aided by Maha Kumbh and 2) 6.6% fall in fuel CASK to Rs1.60 amid benign ATF prices. Notwithstanding near-term challenges amid the ongoing geo-political tensions, ASKM growth guidance of mid-teens for 1QFY26E is encouraging. Further, we expect the overall pricing environment to remain stable with yields of Rs5.1 over next 2 years as the aviation market is...

Number of FII/FPI investors increased from 952 to 1056 in Mar 2025 qtr.

IndusInd Bank Ltd.

22 May 2025

837.10

1.73%

BP Equities Q4FY25 Result Update IndusInd Bank

Results Update: IndusInd Bank Ltd.

BP Wealth

IndusInd Bank Ltd. is trading below its 100 day SMA of 859.4

IndusInd Bank Ltd.

22 May 2025

837.10

1.73%

IndusInd Bank: Q4FY25 Result Review

Sell: IndusInd Bank Ltd.

Recommendation Target

IDBI Capital

Prabhudas Lilladhar decreased Hold price target of IndusInd Bank Ltd. to 780.0 on 22 May, 2025.

IndusInd Bank Ltd.

22 May 2025

837.10

1.73%

Reports loss with weak core NIM/PPOP; growth/RoA revival yet uncertain

Sell: IndusInd Bank Ltd.

Target

ICICI Securities Limited

IndusInd Bank (IIB) reported higher-than-expected Q4FY25 loss of INR 22.4bn (RoA of -1.74%) burdened by multiple oneoffs, including derivative loss and irregularities in its MFI book while slippages/net NPA jumped QoQ.

IndusInd Bank Ltd. is trading below its 100 day SMA of 859.4

InterGlobe Aviation Ltd.

22 May 2025

5668.50

3.43%

Higher comfort on spreads drives earnings upgrades; structural industry drivers/company moats remain overarching thesis

Buy: InterGlobe Aviation Ltd.

Target

ICICI Securities Limited

Our initial estimates factored in spread compression in FY25 vs. FY24. While, in H1FY25, this played out more than we expected, there was a big recovery in H2.

InterGlobe Aviation Ltd. is trading above all available SMAs

Power Grid Corporation of India Ltd.

22 May 2025

300.90

1.72%

Loading it up

Buy: Power Grid Corporation of ...

ICICI Securities Limited

Power Grid had a strong FY25, adding projects worth >INR 1trn (project cost) to its kitty. It had an impressive run in competitive bids, winning 24 transmission projects (market share of >50%) with estimated cost of INR 920bn; the most notable was Khavda-Nagpur HVDC project worth INR 250bn.

Number of FII/FPI investors decreased from 1438 to 1346 in Mar 2025 qtr

Mankind Pharma Ltd.

22 May 2025

2361.90

0.40%

Higher marketing/promotional costs drive a miss

Buy: Mankind Pharma Ltd.

Target

Motilal Oswal

Mankind Pharma (Mankind) delivered in-line revenue in 4QFY25; however, EBITDA/PAT came in 14%/12% below our estimates. Higher-than-expected spending on marketing and promotional activities affected the company’s 4Q performance.

Mankind Pharma Ltd. is trading below all available SMAs

S&P BSE 100 LargeCap TMC Index PB	4.1
S&P BSE 100 LargeCap TMC Index PE	23.1
S&P BSE 100 LargeCap TMC Index DIV	1.2
S&P BSE 100 LargeCap TMC Index EPS	400.5