Name: Latest research reports of Ambuja Cements Ltd. authored by BOB Capital Markets Ltd. and published by - Trendlyne research reports.
Item: Ambuja Cements Ltd.
Rating: 3
Author: BOB Capital Markets Ltd.

Summary	Date	Stock	Author	LTP	Target	Price at reco (Change since reco%)	Upside(%)	Type	Report	Discuss
	30 Apr 2025	Ambuja Cements	BOB Capital Markets Ltd. Target	587.75	587.00	539.70 (8.90%)	Target met	Hold	pdf post cache	Broker Report Ambuja Cements (HOLD): On a strong growth path BOB Capital Markets Ltd. Strong volume-driven revenue growth, as realisation stays soft 3% YoY due to aggressive push in key markets pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	ACC	BOB Capital Markets Ltd. Target	1978.60	2154.00	1892.20 (4.57%)	8.86	Hold	pdf post cache	Broker Report ACC (HOLD): Valuations factor in improving operating performance BOB Capital Markets Ltd. Q4FY25 revenue grew 11% YoY as a strong volume of 14% was offset by 3% fall in realisation, on weak pricing in key operating regions pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	Greenply Industries	BOB Capital Markets Ltd. Reco Target	303.50	345.00	300.95 (0.85%)	13.67	Hold	pdf post cache	Broker Report Greenply Industries (HOLD): Optimistic FY26 guidance priced in; D/G to HOLD BOB Capital Markets Ltd. Beats EBITDA estimate on unexpected sharp improvement in MDF gross margin, despite weak realisations and higher timber prices pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	Abbott	BOB Capital Markets Ltd.	34365.00	35292.00	30100.00 (14.17%)	Target met	Buy	pdf post cache	Broker Report ERRATA: Abbott India (BUY): Mixtard discard to result in highest-ever EBITDA margin BOB Capital Markets Ltd. Novo Nordisk insulin brand outgo to result in 330 bps and 670 bps increase in EBITDA margin to 30.9% and 34.9% for FY26E and FY27E pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	UltraTech Cement	BOB Capital Markets Ltd. Target	12523.00	13919.00	11869.00 (5.51%)	11.15	Buy	pdf post cache	Broker Report Ultratech Cement (BUY): Well-oiled for challenges; maintain BUY BOB Capital Markets Ltd. Healthy 10% YoY volume growth aids flat top line despite 10% dent in realisations in a challenging Q4; capacity utilisation spikes at ~90% pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	Firstsource Solutions	BOB Capital Markets Ltd. Reco Target	351.00	379.00	351.70 (-0.20%)	Target met	Hold	pdf post cache	Broker Report Firstsource Solutions (HOLD): FY26 growth guidance strongest among peers, thus far- Top pick in Tier-2. BOB Capital Markets Ltd. 4QFY25 came in at the upper end of guidance. 15.6% YoY CC revenue organic growth in FY25 top quadrant performance pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	TVS Motor Company	BOB Capital Markets Ltd. Target	2776.00	2738.00	2702.60 (2.72%)	Target met	Hold	pdf post cache	Broker Report TVS Motor (HOLD): Steady show in a challenging environment; maintain HOLD BOB Capital Markets Ltd. Q4 revenue grew in double digits at 17%/5% YoY/QoQ) to Rs 95.5bn, backed by volume growth of 16% YoY (flat QoQ) to ~1.22mn units pdf Copy Link Share on Share on Share on Share on Alert
	28 Apr 2025	IDFC First Bank	BOB Capital Markets Ltd. Target	76.14	79.00	66.50 (14.50%)	3.76	Buy	pdf post cache	Broker Report IDFC First Bank (BUY): Poised for higher profitability BOB Capital Markets Ltd. PAT beat estimates, aided by higher non-interest income and lower operating expenses pdf Copy Link Share on Share on Share on Share on Alert
	27 Apr 2025	DCB Bank	BOB Capital Markets Ltd. Target	143.00	160.00	127.03 (12.57%)	11.89	Buy	pdf post cache	Broker Report DCB Bank (BUY): Robust growth, efficiency gain aid steady performance BOB Capital Markets Ltd. Business growth remains strong with a rising focus towards high-yielding advances pdf Copy Link Share on Share on Share on Share on Alert
	25 Apr 2025	Laurus Labs	BOB Capital Markets Ltd. Reco Target	818.50	641.00	625.65 (30.82%)	Target met	Hold	pdf post cache	Broker Report Laurus Labs (HOLD): Visibility of Operating Leverage BOB Capital Markets Ltd. Revenue/EBITDA/PAT exceeded our estimates by 8.4%/32.6%/110.3%; EBITDA margin surpassed our estimate by 440 bps pdf Copy Link Share on Share on Share on Share on Alert
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BOB Capital Markets Ltd. Broker Research reports

Latest broker research reports from BOB Capital Markets Ltd. buy, sell, hold, neutral recommendations along with share price targets forecast and upside.

Ambuja Cements (HOLD): On a strong growth path

ACC (HOLD): Valuations factor in improving operating performance

Greenply Industries (HOLD): Optimistic FY26 guidance priced in; D/G to HOLD

ERRATA: Abbott India (BUY): Mixtard discard to result in highest-ever EBITDA margin

Ultratech Cement (BUY): Well-oiled for challenges; maintain BUY

Firstsource Solutions (HOLD): FY26 growth guidance strongest among peers, thus far- Top pick in Tier-2.

TVS Motor (HOLD): Steady show in a challenging environment; maintain HOLD

IDFC First Bank (BUY): Poised for higher profitability

DCB Bank (BUY): Robust growth, efficiency gain aid steady performance

Laurus Labs (HOLD): Visibility of Operating Leverage

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