Axis Punch:V2 Retail
Axis Direct
We recommend a BUY on the stock with a potential upside of 10% from the CMP.
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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22 Apr 2025 | V2 Retail |
Axis Direct
|
1886.00 | 2014.00 | 1911.10 (-1.31%) | Target met |
Buy
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07 Apr 2025 | Vishal Mega Mart Ltd. |
ICICI Securities Limited
|
137.63 | 140.00 | 102.49 (34.29%) | Target met |
Buy
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Primary Research on private label strategy in FMCG
ICICI Securities Limited
Vishal Mega Mart’s (VMM) private label strategy in FMCG (~27% of revenue) has been important for its success story, redefining value for consumers. High presence of large-pack SKUs and reputed manufacturers for its private label brands.
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04 Apr 2025 | Avenue Supermarts |
Prabhudas Lilladhar
|
4086.00 | 3942.00 | 4039.90 (1.14%) | Target met |
Hold
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Avenue Supermarts (DMART IN) Company Update Accelerates store...
Prabhudas Lilladhar
Rs60-80bn fund infusion in FY26 given limited cash in balance sheet and long gestation of setting up stores (Land, building etc over 2.5 years). We cut EPS by 0.7/6.1/7.1% for FY25/26/27. We have DCF based target price of Rs3942 (Rs3958 earlier). However, the stock at 76xFY27EPS with 14% EPS CAGR over FY25-27, leaves little room for further re-rating. Retain Hold openings in 4Q25 to 28 stores taking the total addition to 50 stores, highest store...
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03 Apr 2025 | Aditya Birla Fashion |
Motilal Oswal
|
76.37 | 285.00 | 264.00 (-71.07%) | Target met |
Neutral
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Prioritizing profitable and organic growth to unlock value
Motilal Oswal
Over the last few years, ABFRL has built its portfolio around five key consumption themes – western wear, ethnic wear, masstige and value retail, luxury retail, and digital brands – through organic and inorganic routes.
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19 Mar 2025 | Info Edge |
Geojit BNP Paribas
|
1393.40 | 7526.00 | 6749.40 (-79.36%) | Pre-Bonus/ Split |
Accumulate
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05 Mar 2025 | Baazar Style Retail |
Keynote Capitals Ltd
|
291.90 | 331.00 | 218.59 (33.54%) | Target met |
Buy
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05 Mar 2025 | Trent |
Geojit BNP Paribas
|
5382.00 | 5800.00 | 5106.10 (5.40%) | Target met |
Buy
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21 Feb 2025 | Ethos |
Hem Securities
|
2823.20 | 2993.00 | 2595.15 (8.79%) | Target met |
Buy
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20 Feb 2025 | Aditya Birla Fashion |
Sharekhan
|
76.37 | 298.00 | 255.60 (-70.12%) |
Buy
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Margins expand; demand remains subdued
Sharekhan
Aditya Birla Fashion & Retail Limited’s (ABFRL) Q3FY25 performance was driven by festive and wedding demand, leading to better LFL growth of key businesses, while overall demand sentiments continued to be muted.
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18 Feb 2025 | Aditya Birla Fashion |
Axis Direct
|
76.37 | 270.00 | 250.50 (-69.51%) | Target met |
Hold
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