Latest stock research reports with share price targets forecast, buy, hold, and sell recommendations along with upside. Search by company or broker name.
Slightly lagging ARe of Rs1.79bn, ZF’s Q4 EBITDA rose 17% y/y to Rs1.73bn on less-than-expected revenue. The ADAS regulation draft notification is out, proposing ESC, AEBS and 4 ADAS functions from Oct’26, with content opportunity of >Rs65,000/vehicle for CVs (>3.5-tonne trucks and >5-tonne buses).
South Indian Bank (SIB) reported better-than-expected Q4FY25 PAT of INR 3.4bn (up 19% YoY; 8% beat), driven by other income. It sustained ~1% RoA for seventh consecutive quarter with FY25 RoA at 1.06%.
Global Health (Medanta)’s Q4FY25 print was in line with street/our estimates. The Developing portfolio continued its healthy trajectory, as OBD grew 36% YoY (favorable base) while ARPOBs fell 7% on higher contribution of schemebased patients in both—Lucknow and Patna units.
Delhivery’s Q4FY25 print was a mixed bag, with revenue missing our estimate by 4% while EBITDA registered an 18% beat. The B2C segment continued to track its muted trajectory, growing only 3% YoY due to subdued demand and insourcing by Meesho.
Vinati Organics (VO)’s 4QFY25 revenue came in line at INR6.5b. Gross margin expanded 80bp YoY to 47.4%, while EBITDAM was up 100bp YoY at 28.3%. EBITDA increased 22% YoY to INR1.8b and PAT grew 22% to INR1.3b (our est. INR1.2b). All the key segments reported strong growth in FY25.
CreditAccess Grameen’s (CREDAG) 4QFY25 PAT stood at INR472m (est. INR698m). FY25 PAT declined ~63% YoY to INR5.3b. 4Q NII was flat YoY at ~INR8.8b (in line). PPOP declined ~7% YoY to INR6.3b (~7% miss).
Hyundai Motors (HMI) delivered a strong beat to our estimates in 4QFY25, led by much better operational performance. EBITDA margins improved 280bp QoQ to 14.1% (flat YoY), ahead of our estimate of 12.6%, aided by an improved mix, lower discounts and higher govt incentives.
