Daily Derivative Report
SBI Securities
Retail Research
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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15 Jul 2025 | Nifty 50 |
SBI Securities
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24363.30 |
Daily Note
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15 Jul 2025 | Bank Nifty |
SBI Securities
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55004.90 |
Daily Note
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15 Jul 2025 | Tata Technologies |
ICICI Securities Limited
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659.20 | 510.00 | 716.80 (-8.04%) | 22.63 |
Sell
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Commentary optimistic, yet to reflect in numbers
ICICI Securities Limited
Tata Technologies’ (TATATECH) revenue declined 7.6% QoQ CC in its core services segment. Growth was impacted as OEMs delayed ramp-ups and paused R&D spends amid tariff-led challenges.
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14 Jul 2025 | Market Movement |
Prabhudas Lilladhar
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Strategy Note
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India Strategy All eyes on domestic demand recovery
Prabhudas Lilladhar
coverage universe. Ex oil & Gas, we estimate 10.5% growth in EBIDTA and 7.7% in PBT. Telecom, AMC, EMS, cement, Capital Goods and Oil and Gas will lead to growth. Building material, consumer durables, travel, financial services will report...
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14 Jul 2025 | HCL Technologies |
Sharekhan
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1475.70 | 1850.00 | 1619.80 (-8.90%) | 25.36 |
Buy
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Soft Q1, treading steady growth path amid margin challenges
Sharekhan
HCL Tech reported revenues of $3,545 million, up 1.3% q-o-q/5.4% y-o-y in line with our estimate of $3,543 million. In CC terms, revenue growth in Q1FY26 was down 0.8% q-o-q/up 3.7% y-o-y.
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14 Jul 2025 | HCL Technologies |
Motilal Oswal
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1475.70 | 2000.00 | 1566.40 (-5.79%) | 35.53 |
Buy
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14 Jul 2025 | Mahindra & Mahindra |
Motilal Oswal
|
3144.20 | 3643.00 | 3092.10 (1.68%) | 15.86 |
Buy
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Well placed to outperform auto and farm segments
Motilal Oswal
In this note, we present the key insights from Mahindra & Mahindra (MM)’s Annual Report. Some of the company’s key achievements from the Auto segment in FY25 include: a 210bp YoY rise in revenue market share to 22.5%, and a segment RoCE of 45.2%.
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14 Jul 2025 | Computer Age Mgmt |
Motilal Oswal
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3745.00 | 5000.00 | 4127.50 (-9.27%) | 33.51 |
Buy
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Non-MF businesses gaining traction; MF yields under pressure
Motilal Oswal
MF AUM growth has picked up in the recent past, supported by sustained SIP inflows and MTM gains. We expect this momentum to continue, given the rising adoption of MFs as a savings product.
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14 Jul 2025 | Axis Bank |
Motilal Oswal
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1058.10 | 1300.00 | 1172.70 (-9.77%) | 22.86 |
Neutral
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14 Jul 2025 | Nifty 50 |
SBI Securities
|
24363.30 |
Daily Note
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