23 Apr 2025
HCL Technologies
BOB Capital Markets Ltd.
Target
1569.40
1320.00
1594.00
(-1.54%)
15.89
Sell
Broker Report
4QFY25 was peer beating. FY26 revenue guide assumes flattish CQGR at lower end; does not square up against the cautious commentary
21 Apr 2025
HDFC Bank
BOB Capital Markets Ltd.
Target
1889.70
2213.00
1927.10
(-1.94%)
17.11
Buy
Broker Report
CD ratio continued to moderate with slowdown in credit growth, while deposit growth higher than system growth
20 Apr 2025
Adani Ports
BOB Capital Markets Ltd.
1306.30
1490.00
1259.40
(3.72%)
14.06
Buy
Broker Report
ADSEZ expands globally with non-cash acquisition of NQXT from promoter entity; deal results in 6.2% dilution for existing shareholders
20 Apr 2025
ICICI Bank
BOB Capital Markets Ltd.
Target
1388.90
1620.00
1406.70
(-1.27%)
16.64
Buy
Broker Report
Steady credit growth at 13% YoY, largely led by the Business Banking segment. Higher NIMs and lower provisions aided PAT
18 Apr 2025
HDFC Life Insurance
BOB Capital Markets Ltd.
Target
713.60
900.00
720.05
(-0.90%)
26.12
Buy
Broker Report
HDFCLIFE reported below expectations APE growth of 9.7% YoY in Q4FY25 (up 17% YoY in FY25)
18 Apr 2025
Infosys
BOB Capital Markets Ltd.
Target
1507.60
1485.00
1419.50
(6.21%)
Target met
Hold
Broker Report
Both 4QFY25 and FY26 guidance were weaker than expected. The ~25% CYTD stock decline possibly prices some of that in
17 Apr 2025
Wipro
BOB Capital Markets Ltd.
Target
242.01
242.00
236.90
(2.16%)
Target met
Hold
Broker Report
Uncertainty hit 4QFY25 and led to weaker 1QFY26 guidance. A quick tariff resolution required to avert a third successive revenue decline
16 Apr 2025
ICICI Prudential
BOB Capital Markets Ltd.
Reco
Target
581.20
674.00
586.30
(-0.87%)
15.97
Buy
Broker Report
APE declines 3% YoY Q4FY25 vs our expectation of moderate growth, grew 15% YoY in FY25
11 Apr 2025
Abbott
BOB Capital Markets Ltd.
30165.00
35292.00
29641.10
(1.77%)
17.00
Buy
Broker Report
Sales expected to reach USD 1bn, driven by industry-leading MR productivity of Rs 14.9mn by FY27E from Rs 11.5mn in FY24
11 Apr 2025
TCS
BOB Capital Markets Ltd.
Target
3440.30
3072.00
3231.50
(6.46%)
-10.71
Hold
Broker Report
Weak start for FY26 likely. Salary hike postponed due to uncertainty in the demand environment