28 Mar 2025
Equitas Small Finance Bank
BOB Capital Markets Ltd.
60.40
73.00
54.98
(9.86%)
20.86
Buy
Broker Report
Rising share of diversified and secured portfolio with MFI mix likely to decline further; scaling up granular deposit franchise
24 Mar 2025
Suven Pharma
BOB Capital Markets Ltd.
1077.80
1405.00
1175.50
(-8.31%)
30.36
Buy
Broker Report
ADC is an evolving second line of treatment in oncology. The company expects market size to grow to US$ 50bn by FY33 from US$ 5bn in FY22
21 Mar 2025
Software & Services
BOB Capital Markets Ltd.
Not Rated
Broker Report
YoY organic growth is expected to decelerate from ~4.5% in 2QFY25 to 0.5% in 4Q. Implies a US$2.6bn annualized organic revenue loss
17 Mar 2025
Aurobindo Pharma
BOB Capital Markets Ltd.
Reco
Target
1164.40
1451.00
1111.70
(4.74%)
24.61
Buy
Broker Report
Eugia unit 3 capacity utilization to increase to 60-65% from 50% in Q3FY25. We expect capacity utilisation to rise above 70% in FY26E
11 Mar 2025
IndusInd Bank
BOB Capital Markets Ltd.
Reco
Target
818.20
870.00
655.95
(24.74%)
6.33
Hold
Broker Report
Discrepancy in derivative portfolio account to adversely impact net worth by 2.35%, indicates weak internal controls
11 Mar 2025
Supreme Industries
BOB Capital Markets Ltd.
Target
3483.80
5150.00
3333.95
(4.49%)
47.83
Buy
Broker Report
Wavin acquisition will enable SI to gain market share in North and South India
10 Mar 2025
Sun Pharmaceutical
BOB Capital Markets Ltd.
1744.80
2086.00
1611.50
(8.27%)
19.56
Buy
Broker Report
SUNP to acquire Checkpoint Therapeutic for US$ 4.10 a share, at ~66% premium to its last closing price. Deal valued at US$ 355mn
01 Mar 2025
UltraTech Cement
BOB Capital Markets Ltd.
11364.00
13137.00
10128.45
(12.20%)
15.60
Buy
Broker Report
UTCEM allocates Rs18bn (~2% of capital allocation) in the building material value chain by investing in wire and cable business
24 Feb 2025
Federal Bank
BOB Capital Markets Ltd.
Target
187.38
236.00
181.24
(3.39%)
25.95
Buy
Broker Report
FB plans to grow advances 1.5x nominal GDP growth in the next three years
17 Feb 2025
Hindware Home Innovation
BOB Capital Markets Ltd.
Target
184.97
250.00
194.90
(-5.09%)
35.16
Buy
Broker Report
Dismal Q3 on weak performance across segments due to muted demand environment