Name: Latest research reports of Ujjivan Small Finance Bank Ltd. authored by BOB Capital Markets Ltd. and published by - Trendlyne research reports.
Item: Ujjivan Small Finance Bank Ltd.
Rating: 5
Author: BOB Capital Markets Ltd.

Summary	Date	Stock	Author	LTP	Target	Price at reco (Change since reco%)	Upside(%)	Type	Report	Discuss
	14 Jul 2025	Ujjivan Small Finance	BOB Capital Markets Ltd.	49.09	59.00	49.27 (-0.37%)	20.19	Buy	pdf post cache	Broker Report [Initiation] Ujjivan Small Finance Bank (BUY): Asset quality holds firm amid lending mix transformation BOB Capital Markets Ltd. Diversifying to secured segments; rebalancing unsecured book to relatively high-yield IL from MGL pdf Copy Link Share on Share on Share on Share on Alert
	11 Jul 2025	TCS	BOB Capital Markets Ltd. Target	3209.20	3304.00	3266.00 (-1.74%)	Target met	Hold	pdf post cache	Broker Report Tata Consultancy Services (HOLD): Slowdown intensified. Impacting multiple sectors and margins BOB Capital Markets Ltd. 1QFY26 was weaker than expected on both international and BSNL fronts. Even BFSI on a QoQ basis was impacted (Europe driven) pdf Copy Link Share on Share on Share on Share on Alert
	04 Jul 2025	Abbott	BOB Capital Markets Ltd. Target	34165.00	40128.00	34735.00 (-1.64%)	17.45	Buy	pdf post cache	Broker Report Abbott India (BUY): Ascribing valuation in line with its peer GSK BOB Capital Markets Ltd. Novo's oral semaglutide Rybelsus is growing at a robust 173% CAGR over a 3Y period to Rs 4bn, as on MAT MAY'25 pdf Copy Link Share on Share on Share on Share on Alert
	03 Jul 2025	Lupin	BOB Capital Markets Ltd.	1955.70	2626.00	1954.80 (0.05%)	34.27	Buy	pdf post cache	Broker Report Lupin (BUY): Lupin carves out Consumer Healthcare business BOB Capital Markets Ltd. LPC's OTC carve-out won't significantly impact financials, but aims to double OTC sales by sharpening focus pdf Copy Link Share on Share on Share on Share on Alert
	02 Jul 2025	Ambuja Cements	BOB Capital Markets Ltd. Target	594.60	618.00	594.20 (0.07%)	3.94	Hold	pdf post cache	Broker Report Ambuja Cements (HOLD): Growth focused, cost savings to aid margins BOB Capital Markets Ltd. Focus stays on capacity addition that will help achieve incremental market share aimed at ~18%/22% by FY28/FY30 pdf Copy Link Share on Share on Share on Share on Alert
	16 Jun 2025	Allcargo Terminals	BOB Capital Markets Ltd.	33.65		29.49 (14.11%)		Not Rated	pdf post cache	Broker Report Allcargo Terminals (NOT RATED): Management meet update Broadening the base BOB Capital Markets Ltd. Guidance of doubling revenue and EBITDA over the next 3 years, led by capacity additions pdf Copy Link Share on Share on Share on Share on Alert
	02 Jun 2025	Century Plyboards	BOB Capital Markets Ltd. Target	727.55	750.00	781.15 (-6.86%)	Target met	Hold	pdf post cache	Broker Report Century Plyboards (HOLD): Mixed Q4; margin recovery to be slow on muted demand BOB Capital Markets Ltd. Misses EBITDA estimate by 7.7% on sharp sequential margin contraction across segments (except plywood) pdf Copy Link Share on Share on Share on Share on Alert
	02 Jun 2025	Adani Ports	BOB Capital Markets Ltd. Target	1452.50	1720.00	1468.00 (-1.06%)	18.42	Buy	pdf post cache	Broker Report Adani Ports (BUY): Logistics investor day key insights BOB Capital Markets Ltd. Logistics business to deliver robust revenue/EBITDA CAGR of 48%/ 53% over FY25-29E led by PUSH + PULL strategy pdf Copy Link Share on Share on Share on Share on Alert
	30 May 2025	Alkem Laboratories	BOB Capital Markets Ltd.	5018.70	4527.00	5098.50 (-1.57%)	9.80	Sell	pdf post cache	Broker Report Alkem Labs (SELL): FY26 to be as flat as FY25 BOB Capital Markets Ltd. Alkem missed our estimates where Sales /EBITDA /PAT were 0.4%/17% and 15%. EBITDA margin was 160 bps lower than estimates pdf Copy Link Share on Share on Share on Share on Alert
	30 May 2025	Bajaj Auto	BOB Capital Markets Ltd. Target	8330.00	9253.00	8607.00 (-3.22%)	11.08	Hold	pdf post cache	Broker Report Bajaj Auto (HOLD): Handling challenges well; maintain HOLD BOB Capital Markets Ltd. BJAUT's Q4FY25 revenue growth was muted at 6% YoY (down 5% QoQ) to Rs 128bn on account of slow volume growth offset by realisations pdf Copy Link Share on Share on Share on Share on Alert
	30 May 2025	Birlasoft	BOB Capital Markets Ltd. Target	432.25	342.00	400.50 (7.93%)	20.88	Sell	pdf post cache	Broker Report Birlasoft (SELL): Weakest 4Q performer in our Tier-2 set BOB Capital Markets Ltd. Revenue down 5.3% QoQ CC, lower than our estimate on furloughs, project ramp downs, insourcing, etc. Had 3 QoQ drops in FY25 pdf Copy Link Share on Share on Share on Share on Alert
	29 May 2025	Cohance Lifesciences	BOB Capital Markets Ltd. Target	1097.00	1328.00	1066.50 (2.86%)	21.06	Buy	pdf post cache	Broker Report Cohance Lifesciences (BUY): To remain on a high growth trajectory BOB Capital Markets Ltd. 4QFY25 consolidated proforma sales were 11.4% above our estimates; EBITDA/APAT was -0.4% and -5.9% below estimates pdf Copy Link Share on Share on Share on Share on Alert
	29 May 2025	JK Lakshmi Cement	BOB Capital Markets Ltd. Target	1001.00	728.00	840.30 (19.12%)	27.27	Sell	pdf post cache	Broker Report JK Lakshmi Cement (SELL): No respite from challenges; maintain SELL BOB Capital Markets Ltd. Modest revenue growth YoY at 6% dragged by tepid volume growth; flat YoY as JKLC chases higher realisations that gained ~5% pdf Copy Link Share on Share on Share on Share on Alert
	28 May 2025	Hindware Home Innovation	BOB Capital Markets Ltd. Target	268.15	300.00	253.98 (5.58%)	Target met	Buy	pdf post cache	Broker Report Hindware Home Innovation (BUY): Muted Q4; market share loss in bathware but recovery in sight BOB Capital Markets Ltd. Dismal Q4 on continued market share loss in bathware and muted performance of the consumer appliance business pdf Copy Link Share on Share on Share on Share on Alert
	28 May 2025	Life Insurance Corp	BOB Capital Markets Ltd. Target	928.25	1092.00	942.00 (-1.46%)	17.64	Buy	pdf post cache	Broker Report LIC (BUY): Margin improvement, strategic execution on track BOB Capital Markets Ltd. APE and VNB growth slows, expected to normalise going ahead pdf Copy Link Share on Share on Share on Share on Alert
	27 May 2025	Finolex Industries	BOB Capital Markets Ltd. Target	214.68	265.00	224.74 (-4.48%)	23.44	Buy	pdf post cache	Broker Report Finolex Industries (BUY): Cautious demand outlook; but margin expansion likely in FY26 BOB Capital Markets Ltd. Beats EBITDA estimate by 47.0% on sharp sequential improvement in the pipe segment margin pdf Copy Link Share on Share on Share on Share on Alert
	26 May 2025	JK Cement	BOB Capital Markets Ltd. Target	6430.50	5208.00	5213.00 (23.36%)	Target met	Hold	pdf post cache	Broker Report JK Cement (HOLD): Healthy show in challenging times; valuations priced in BOB Capital Markets Ltd. Grey cement volumes at 5.3mt (ex-clinker volumes) rose by ~14% YoY as presence in key operating regions like Central India helps pdf Copy Link Share on Share on Share on Share on Alert
	26 May 2025	Ashok Leyland	BOB Capital Markets Ltd. Target	123.75	276.00	239.89 (-48.41%)	Pre-Bonus/ Split	Buy	pdf post cache	Broker Report Ashok Leyland (BUY): Healthy show to continue; retain BUY BOB Capital Markets Ltd. Q4FY25 revenue grew 6%/26% YoY/QoQ to Rs 119.1bn, aided by volume gains of 4%/27% YoY/QoQ, while realisations stay put pdf Copy Link Share on Share on Share on Share on Alert
	26 May 2025	Astral	BOB Capital Markets Ltd. Reco Target	1505.10	1700.00	1508.70 (-0.24%)	12.95	Buy	pdf post cache	Broker Report Astral (BUY): Steady margin; healthy growth outlook BOB Capital Markets Ltd. Reported a healthy pipe margin in Q4FY25, despite operating amidst weak demand conditions and falling resin prices pdf Copy Link Share on Share on Share on Share on Alert
	23 May 2025	The Ramco Cements	BOB Capital Markets Ltd. Target	1177.20	699.00	1006.10 (17.01%)	40.62	Sell	pdf post cache	Broker Report The Ramco Cements (SELL): No respite from competitive intensity; maintain SELL BOB Capital Markets Ltd. Q4 revenue declined ~11%/21% YoY/QoQ, as price pressure impacted realisations by 4% and profitability severely (down by 83% YoY) 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.

[Initiation] Ujjivan Small Finance Bank (BUY): Asset quality holds firm amid lending mix transformation

Tata Consultancy Services (HOLD): Slowdown intensified. Impacting multiple sectors and margins

Abbott India (BUY): Ascribing valuation in line with its peer GSK

Lupin (BUY): Lupin carves out Consumer Healthcare business

Ambuja Cements (HOLD): Growth focused, cost savings to aid margins

Allcargo Terminals (NOT RATED): Management meet update Broadening the base

Century Plyboards (HOLD): Mixed Q4; margin recovery to be slow on muted demand

Adani Ports (BUY): Logistics investor day key insights

Alkem Labs (SELL): FY26 to be as flat as FY25

Bajaj Auto (HOLD): Handling challenges well; maintain HOLD

Birlasoft (SELL): Weakest 4Q performer in our Tier-2 set

Cohance Lifesciences (BUY): To remain on a high growth trajectory

JK Lakshmi Cement (SELL): No respite from challenges; maintain SELL

Hindware Home Innovation (BUY): Muted Q4; market share loss in bathware but recovery in sight

LIC (BUY): Margin improvement, strategic execution on track

Finolex Industries (BUY): Cautious demand outlook; but margin expansion likely in FY26

JK Cement (HOLD): Healthy show in challenging times; valuations priced in

Ashok Leyland (BUY): Healthy show to continue; retain BUY

Astral (BUY): Steady margin; healthy growth outlook

The Ramco Cements (SELL): No respite from competitive intensity; maintain SELL

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