Name: Latest research reports of Orient Cement Ltd. authored by BOB Capital Markets Ltd. and published by - Trendlyne research reports.
Item: Orient Cement Ltd.
Rating: 1
Author: BOB Capital Markets Ltd.

Summary	Date	Stock	Author	LTP	Target	Price at reco (Change since reco%)	Upside(%)	Type	Report	Discuss
	18 Sep 2023	Orient Cement	BOB Capital Markets Ltd. Reco Target	356.00	128.00	172.85 (105.96%)		Sell	pdf post cache	Broker Report Orient Cement (SELL): Expansion woes, lofty valuations cut to SELL BOB Capital Markets Ltd. Expansion snags due to plant relocation to hamper medium-term growth as utilisation likely breaches 80% in FY25 pdf Copy Link Share on Share on Share on Share on Alert
	13 Sep 2023	RBL Bank	BOB Capital Markets Ltd. Reco Target	210.40	233.00	227.75 (-7.62%)	Target met	Hold	pdf post cache	Broker Report RBL Bank (HOLD): Upside capped; HOLD BOB Capital Markets Ltd. Expect pickup in retail loans and newer products to aid a 19% credit CAGR over FY23-FY25, with deposit CAGR of 15% pdf Copy Link Share on Share on Share on Share on Alert
	08 Sep 2023	JK Lakshmi Cement	BOB Capital Markets Ltd.	812.95	551.00	679.35 (19.67%)		Sell	pdf post cache	Broker Report JK Lakshmi Cement (SELL): AGM takeaways Challenges persist; maintain SELL BOB Capital Markets Ltd. Borrowing limit raised to Rs 70bn at AGM but resolution to hike inter-corporate transaction limit 4x to Rs 100bn rejected pdf Copy Link Share on Share on Share on Share on Alert
	06 Sep 2023	TTK Prestige	BOB Capital Markets Ltd.	625.05		808.15 (-22.66%)		Not Rated	pdf post cache	Broker Report TTK Prestige (NOT RATED): Management call: Confident of demand recovery in H2 BOB Capital Markets Ltd. Management optimistic on festive-led demand revival in H2FY24; foresees no pricing action as commodity prices have eased pdf Copy Link Share on Share on Share on Share on Alert
	01 Sep 2023	Bajaj Finance	BOB Capital Markets Ltd. Target	9080.50	9105.00	7320.60 (24.04%)		Buy	pdf post cache	Broker Report Bajaj Finance (BUY): From strength to strength initiate with BUY BOB Capital Markets Ltd. Momentum across consumer, commercial, SME and mortgage lending to propel a 28% AUM CAGR over FY23-FY25E pdf Copy Link Share on Share on Share on Share on Alert
	29 Aug 2023	Reliance Industries	BOB Capital Markets Ltd.	1425.60	3015.00	2420.35 (-41.10%)	Target met	Buy	pdf post cache	Broker Report Reliance Industries (BUY): AGM takeaways Long growth runway, reiterate BUY BOB Capital Markets Ltd. Pivoted towards consumption and new-age technology in India and beyond for sustainable growth pdf Copy Link Share on Share on Share on Share on Alert
	23 Aug 2023	Crompton Greaves	BOB Capital Markets Ltd.	336.55	360.00	308.90 (8.95%)	Target met	Buy	pdf post cache	Broker Report Crompton Greaves (BUY): Analyst meet A full revamp BOB Capital Markets Ltd. Lighting division moving to a new corporate structure, eyeing commercial orders, and pruning prices to spur volumes pdf Copy Link Share on Share on Share on Share on Alert
	16 Aug 2023	ITC	BOB Capital Markets Ltd. Target	430.15	523.00	450.25 (-4.46%)		Buy	pdf post cache	Broker Report ITC (BUY): Robust growth and margins BOB Capital Markets Ltd. Cigarettes business delivered sustained volume growth in Q1 at ~10% YoY; innovation remains in focus pdf Copy Link Share on Share on Share on Share on Alert
	15 Aug 2023	Aurobindo Pharma	BOB Capital Markets Ltd. Reco Target	1250.40	880.00	871.65 (43.45%)	Target met	Hold	pdf post cache	Broker Report Aurobindo Pharma (HOLD): Broad-based growth; lower to HOLD post rally BOB Capital Markets Ltd. Q1 revenue/EBITDA beat consensus by 4%/9% with adj. PAT (ex-one-off charge) running 15% ahead pdf Copy Link Share on Share on Share on Share on Alert
	14 Aug 2023	The Ramco Cements	BOB Capital Markets Ltd.	979.00	585.00	840.50 (16.48%)		Sell	pdf post cache	Broker Report The Ramco Cements (SELL): Pressure on operational efficiencies to continue BOB Capital Markets Ltd. New capacities (+2mt YoY) aid a 28% jump in Q1 volumes but pursuit of growth impacts realisations pdf Copy Link Share on Share on Share on Share on Alert
	14 Aug 2023	Crompton Greaves	BOB Capital Markets Ltd. Target	336.55	360.00	300.35 (12.05%)	Target met	Buy	pdf post cache	Broker Report Crompton Greaves (BUY): Mixed quarter BOB Capital Markets Ltd. ECD revenue growth at par with industry but lighting segment lagged peers in Q1 pdf Copy Link Share on Share on Share on Share on Alert
	12 Aug 2023	SAIL	BOB Capital Markets Ltd. Target	117.60	90.00	91.10 (29.09%)	Target met	Hold	pdf post cache	Broker Report SAIL (HOLD): Leverage remains an overhang; maintain HOLD BOB Capital Markets Ltd. Q1 EBITDA/t drops 42% YoY to Rs 4.2k/t, reflecting the impact of high operating leverage pdf Copy Link Share on Share on Share on Share on Alert
	12 Aug 2023	Voltas	BOB Capital Markets Ltd. Target	1268.30	910.00	828.55 (53.07%)	Target met	Hold	pdf post cache	Broker Report Voltas (HOLD): UCP growth above industry, EMP losses continue BOB Capital Markets Ltd. Q1 a mixed bag with UCP performing well (+ 16% YoY) while losses continued in the EMP segment pdf Copy Link Share on Share on Share on Share on Alert
	11 Aug 2023	Ambuja Cements	BOB Capital Markets Ltd. Target	540.00	435.00	456.40 (18.32%)	Target met	Hold	pdf post cache	Broker Report Ambuja Cements (HOLD): Stepping on the pedal but growth priced in BOB Capital Markets Ltd. Q1 consolidated topline grew 9% YoY as volumes increased 9% while realisations stayed flat pdf Copy Link Share on Share on Share on Share on Alert
	11 Aug 2023	Life Insurance Corp	BOB Capital Markets Ltd. Target	827.50	770.00	659.85 (25.41%)	Target met	Buy	pdf post cache	Broker Report LIC (BUY): Mixed quarter; maintain BUY BOB Capital Markets Ltd. Q1FY24 individual APE declined 8% YoY but non-par business grew 22% (constituting 10.2% of individual APE vs. 7.8% in Q1FY23) pdf Copy Link Share on Share on Share on Share on Alert
	10 Aug 2023	Alkem Laboratories	BOB Capital Markets Ltd. Target	5097.50	3300.00	4141.40 (23.09%)		Sell	pdf post cache	Broker Report Alkem Labs (SELL): International sales fuel growth; margin recovery positive BOB Capital Markets Ltd. Q1 revenue/EBITDA a beat as international business outperformed; adj. PAT growth in line with consensus at 65% QoQ pdf Copy Link Share on Share on Share on Share on Alert
	10 Aug 2023	V-Guard Industries	BOB Capital Markets Ltd. Target	381.05	290.00	308.40 (23.56%)	Target met	Hold	pdf post cache	Broker Report V-Guard Industries (HOLD): Strong quarter all through BOB Capital Markets Ltd. All-round growth in Q1 led by non-South India markets that grew at 17% YoY pdf Copy Link Share on Share on Share on Share on Alert
	09 Aug 2023	Siemens	BOB Capital Markets Ltd. Target	2927.90	3900.00	3732.10 (-21.55%)	Target met	Hold	pdf post cache	Broker Report Siemens India (HOLD): All-round growth; clarity awaited on LV motors hive-off BOB Capital Markets Ltd. Strong execution-led revenue growth of 14% YoY together with 190bps EBITDA margin expansion in Q3 pdf Copy Link Share on Share on Share on Share on Alert
	08 Aug 2023	Dalmia Bharat	BOB Capital Markets Ltd. Target	2017.80	1934.00	2015.70 (0.10%)	Target met	Hold	pdf post cache	Broker Report Dalmia Bharat (HOLD): Slow start; expected to catch up in H2 BOB Capital Markets Ltd. Q1 muted as DBL restricted supply to safeguard prices but still failed to stave off a decline in realisations (-3% YoY) pdf Copy Link Share on Share on Share on Share on Alert
	08 Aug 2023	Godrej Consumer Products	BOB Capital Markets Ltd.	1283.20	1159.00	1009.45 (27.12%)	Target met	Buy	pdf post cache	Broker Report Godrej Consumer Products (BUY): Strong volume-led growth with margin expansion BOB Capital Markets Ltd. Volume-led growth continues in India business at 12% YoY in Q1; margin expansion seen across geographies 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.

Orient Cement (SELL): Expansion woes, lofty valuations cut to SELL

RBL Bank (HOLD): Upside capped; HOLD

JK Lakshmi Cement (SELL): AGM takeaways Challenges persist; maintain SELL

TTK Prestige (NOT RATED): Management call: Confident of demand recovery in H2

Bajaj Finance (BUY): From strength to strength initiate with BUY

Reliance Industries (BUY): AGM takeaways Long growth runway, reiterate BUY

Crompton Greaves (BUY): Analyst meet A full revamp

ITC (BUY): Robust growth and margins

Aurobindo Pharma (HOLD): Broad-based growth; lower to HOLD post rally

The Ramco Cements (SELL): Pressure on operational efficiencies to continue

Crompton Greaves (BUY): Mixed quarter

SAIL (HOLD): Leverage remains an overhang; maintain HOLD

Voltas (HOLD): UCP growth above industry, EMP losses continue

Ambuja Cements (HOLD): Stepping on the pedal but growth priced in

LIC (BUY): Mixed quarter; maintain BUY

Alkem Labs (SELL): International sales fuel growth; margin recovery positive

V-Guard Industries (HOLD): Strong quarter all through

Siemens India (HOLD): All-round growth; clarity awaited on LV motors hive-off

Dalmia Bharat (HOLD): Slow start; expected to catch up in H2

Godrej Consumer Products (BUY): Strong volume-led growth with margin expansion

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