Top Conviction Ideas - FMCG
Axis Direct
Top Conviction Ideas - Varun Beverages Ltd, DOMS Industries Ltd.
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
---|---|---|---|---|---|---|---|---|---|---|---|
05 Jun 2025 | FMCG |
Axis Direct
|
Sector Update
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05 Jun 2025 | Retailing |
Axis Direct
|
Sector Update
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05 Jun 2025 | Market Movement |
Ventura
|
Daily Note
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05 Jun 2025 | Nifty 50 |
SBI Securities
|
24855.05 |
Daily Note
|
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05 Jun 2025 | Bank Nifty |
SBI Securities
|
56150.70 |
Daily Note
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04 Jun 2025 | Emami |
AUM Capital
|
565.30 | 708.00 | 593.90 (-4.82%) | 25.24 |
Buy
|
Emami Ltd
AUM Capital
Emami Ltd (Emami) is one of the leading FMCG companies that manufactures and markets personal care and healthcare products. With over 550 diverse products, the company's portfolio includes brands such as Navratna, Boroplus, Fair & Handsome,...
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04 Jun 2025 | KEC International |
Prabhudas Lilladhar
|
872.95 | 911.00 | 880.90 (-0.90%) | Target met |
Accumulate
|
KEC International (KECI IN) Analyst Meet Update Domestic...
Prabhudas Lilladhar
We attended the annual investor call of KEC International (KECI IN), where the Change in Estimates | Target | Reco management shared key updates on the company's FY25 financial performance and outlined growth opportunities across both domestic and...
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04 Jun 2025 | Engineers |
Prabhudas Lilladhar
|
215.73 | 250.00 | 232.11 (-7.06%) | Target met |
Accumulate
|
Engineers India (ENGR IN) Q4FY25 Result Update Strong...
Prabhudas Lilladhar
FY25 order intake was Rs82.1bn with domestic consultancy/overseas consultancy/turnkey mix of 43%/13%/44%. We cut our FY26/27E EPS estimates by -7.0%/-5.5%, factoring in lower dividends from equity investments leading to lower other income and downgrade our rating from Buy' to Accumulate' due to sharp run up in the stock price. Engineers India (EIL) reported a strong quarter with 25.5% YoY...
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04 Jun 2025 | JK Lakshmi Cement |
Sharekhan
|
964.40 | 915.00 | 805.45 (19.73%) | Target met |
Buy
|
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04 Jun 2025 | Finolex Cables |
Sharekhan
|
895.05 | 1250.00 | 966.40 (-7.38%) | 39.66 |
Buy
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