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

Summary	Date	Stock	Author	LTP	Target	Price at reco (Change since reco%)	Upside(%)	Type	Report	Discuss
	30 May 2025	Alkem Laboratories	BOB Capital Markets Ltd.	5098.50	4527.00	5098.50	11.21	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	8607.00	9253.00	8607.00	7.51	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	400.50	342.00	400.50	14.61	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	Brokerage Research Reports	BOB Capital Markets Ltd.						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	846.85	728.00	840.30 (0.78%)	14.03	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	270.60	300.00	253.98 (6.54%)	10.86	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	954.45	1092.00	942.00 (1.32%)	14.41	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	218.16	265.00	224.74 (-2.93%)	21.47	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	5497.50	5208.00	5213.00 (5.46%)	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	236.03	276.00	239.89 (-1.61%)	16.93	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	1498.10	1700.00	1508.70 (-0.70%)	13.48	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	975.95	699.00	1006.10 (-3.00%)	28.38	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
	23 May 2025	ITC	BOB Capital Markets Ltd. Target	418.05	515.00	436.30 (-4.18%)	23.19	Buy	pdf post cache	Broker Report ITC (BUY): Moving through inflation BOB Capital Markets Ltd. Sales 3% higher vs consensus likely on strong cigarette volumes. EBITDA 5% above cons. on higher margins pdf Copy Link Share on Share on Share on Share on Alert
	23 May 2025	Star Cement	BOB Capital Markets Ltd. Target	217.37	260.00	220.22 (-1.29%)	19.61	Buy	pdf post cache	Broker Report Star Cement (BUY): Well geared to meet challenges; maintain BUY BOB Capital Markets Ltd. Revenues rose ~15% YoY in Q4FY25 on the back of ~9% volume gains, though realisations stayed flat (-1% YoY) pdf Copy Link Share on Share on Share on Share on Alert
	23 May 2025	Sun Pharmaceutical	BOB Capital Markets Ltd. Target	1677.60	1993.00	1683.60 (-0.36%)	18.80	Buy	pdf post cache	Broker Report Sun Pharma (BUY): Specialty launches to contribute 20% of global specialty sales BOB Capital Markets Ltd. Sales/EBITDA/APAT were lower than our estimates by 3.5%/9.6%/29.4%. ETR for 4QFY25 stood at 32.9% including 1x tax expense of Rs 3.7bn pdf Copy Link Share on Share on Share on Share on Alert
	07 May 2025	Alembic Pharma	BOB Capital Markets Ltd.	1018.05	1032.00	896.85 (13.51%)	Target met	Buy	pdf post cache	Broker Report Alembic Pharma (BUY): FY26 to be better than FY25 BOB Capital Markets Ltd. Revenue/EBITDA/ PAT grew 6.7%/8% and 19% above our estimates. EBITDA margin reported 20bps above estimates of 15.4% in 4QFY25 pdf Copy Link Share on Share on Share on Share on Alert
	07 May 2025	Kajaria Ceramics	BOB Capital Markets Ltd. Target	1039.75	925.00	829.20 (25.39%)	Target met	Buy	pdf post cache	Broker Report Kajaria Ceramics (BUY): Weak performance on all counts BOB Capital Markets Ltd. Weak Q4 on soft demand environment and margin pressure in tile segment; ceased plywood operations due to continued losses pdf Copy Link Share on Share on Share on Share on Alert
	06 May 2025	United Breweries	BOB Capital Markets Ltd.	1976.80	2074.00	2136.80 (-7.49%)	Target met	Hold	pdf post cache	Broker Report [Initiation] United Breweries (HOLD): Positive outlook, but premium targets are stretched Hold BOB Capital Markets Ltd. UB will hold share in non-premium, grow in premium. Double digit sales growth and 340bps EBITDA margin expansion between FY25-FY27 pdf Copy Link Share on Share on Share on Share on Alert
	06 May 2025	Mahindra & Mahindra	BOB Capital Markets Ltd.	2976.80	3689.00	3068.40 (-2.99%)	23.93	Buy	pdf post cache	Broker Report Mahindra & Mahindra (BUY): Healthy performance all around; maintain BUY BOB Capital Markets Ltd. Automotive and tractor segment volume grew in double digits by ~16%/19% YoY; blended realisations gains ~7%/11% YoY/QoQ pdf Copy Link Share on Share on Share on Share on Alert
	06 May 2025	Coforge	BOB Capital Markets Ltd. Target	8550.50	6202.00	7426.00 (15.14%)	27.47	Sell	pdf post cache	Broker Report Coforge (SELL): Robust growth likely in FY26. But pricey at 37x BOB Capital Markets Ltd. 4QFY25 CC growth a tad below estimate but EBIT margin surprise +ve. FY25 organic rev. growth is likely in mid teen. FY26 hinted to be better. 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.

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

ITC (BUY): Moving through inflation

Star Cement (BUY): Well geared to meet challenges; maintain BUY

Sun Pharma (BUY): Specialty launches to contribute 20% of global specialty sales

Alembic Pharma (BUY): FY26 to be better than FY25

Kajaria Ceramics (BUY): Weak performance on all counts

[Initiation] United Breweries (HOLD): Positive outlook, but premium targets are stretched Hold

Mahindra & Mahindra (BUY): Healthy performance all around; maintain BUY

Coforge (SELL): Robust growth likely in FY26. But pricey at 37x

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