AVENUE SUPERMARTS LIMITED
Geojit BNP Paribas
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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26 Jun 2025 | Avenue Supermarts |
Geojit BNP Paribas
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4353.00 | 4921.00 | 4315.40 (0.87%) | 13.05 |
Buy
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26 Jun 2025 | Life Insurance Corp |
Geojit BNP Paribas
|
972.00 | 1088.00 | 957.55 (1.51%) | 11.93 |
Buy
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LIFE INSURANCE CORPORATION OF INDIA
Geojit BNP Paribas
LIC's financial results were healthy, buoyed by strong VNB and AUM, and further supported by robust policy sales (selling 588,107 policies in 24 hours on January 20, 2025, a Guinness World Record). The non-par business has grown significantly, with a 50.3% YoY increase in non-par APE, and now accounts for 27.7% of individual APE. Additionally, the company has been working on improving persistency through decisions such as increasing ticket size, and changing premium and commission...
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26 Jun 2025 | Prince Pipes |
Geojit BNP Paribas
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366.55 | 412.00 | 355.30 (3.17%) | 12.40 |
Buy
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PRINCE PIPES AND FITTINGS LIMITED
Geojit BNP Paribas
PPFL is maintaining elevated inventory levels to strategically capture market opportunities, complemented by increased distributor incentives now set at 3%. However, a spillover in inventory loss is expected in Q1FY26 as well. PPFL navigated a challenging FY25, marked by heightened PVC price volatility, channel destocking, and subdued demand due to reduced government spending....
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25 Jun 2025 | Escorts Kubota |
Geojit BNP Paribas
|
3326.50 | 3801.00 | 3304.60 (0.66%) | 14.26 |
Buy
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ESCORTS KUBOTA LIMITED
Geojit BNP Paribas
With a pickup in rural demand and improved crop output, we anticipate early signs of recovery in tractor sales. Additionally, upcoming product launches in both the construction *over or under performance to benchmark index equipment and tractor segments are expected to support overall volume growth. Margins are likely to remain resilient at current levels, driven by easing raw material costs and ongoing cost optimization efforts. However, due to a slower-than-expected ramp-up in exports, the strategic benefits from Kubota's partnership in the agribusiness segment may take longer to materialize, reflecting the challenges in international markets. The near-term...
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25 Jun 2025 | Krishna Institute |
Geojit BNP Paribas
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672.45 | 736.00 | 652.25 (3.10%) | 9.45 |
Accumulate
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KRISHNA INSTITUTE OF MEDICAL SCIENCES LIMITED
Geojit BNP Paribas
KIMS demonstrated strong financial performance, with key parameters such as average revenue per occupied bed (ARPOB) and average revenue per patient (ARPP) growing on a YoY basis. A spate of initiatives, expansions and new equipment were launched during the year. The company is confident about its future prospects and expects to benefit from its commitment to quality services and expertise. With new units poised to contribute to the company's performance, KIMS...
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25 Jun 2025 | Page Industries |
Geojit BNP Paribas
|
49395.00 | 50716.00 | 48285.00 (2.30%) | 2.67 |
Hold
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24 Jun 2025 | Apex Frozen Foods |
Geojit BNP Paribas
|
242.46 | 263.00 | 229.43 (5.68%) | 8.47 |
Accumulate
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24 Jun 2025 | Bata |
Geojit BNP Paribas
|
1219.90 | 1374.00 | 1201.70 (1.51%) | 12.63 |
Accumulate
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24 Jun 2025 | InterGlobe Aviation |
Geojit BNP Paribas
|
5976.00 | 6302.00 | 5606.50 (6.59%) | 5.46 |
Buy
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INTERGLOBE AVIATION LIMITED
Geojit BNP Paribas
In FY25, Indigo reported a 17% YoY increase in revenue, primarily driven by an 11% YoY rise in passenger volumes. EBITDA grew by 11% YoY, though it was impacted by a higher forex loss on account of INR depreciation, an increase in lease expenses, costs associated with grounded aircraft (AOG) and elevated airport fees. Added 67 aircraft during the year, taking the total fleet count to 434. Management has guided for a double-digit capacity growth in FY26. The growth outlook remains strong, supported by a robust domestic network and increasing penetration in international markets. Consequently, we are revising our EPS estimates upward by 13.1% for FY26...
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24 Jun 2025 | JSW Steel |
Geojit BNP Paribas
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1017.30 | 1091.00 | 1007.00 (1.02%) | 7.24 |
Hold
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JSW STEEL LIMITED
Geojit BNP Paribas
JSW Steel's outlook for FY26 remains positive, driven by expected strong demand growth of 8-10% in the Indian market. The company anticipates that its volume ramp-up would meet the increased demand, resulting in lower conversion costs compared to existing operations. Additionally, the focus on renewable energy and the expansion of large and efficient blast furnaces are expected to enhance the company's cost competitiveness. Coking coal costs are expected to decrease in Q1FY26. Overall, EBITDA is expected to improve due to better performance in US...
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24 Jun 2025 | Kansai Nerolac |
Geojit BNP Paribas
|
252.15 | 263.00 | 241.85 (4.26%) | 4.30 |
Hold
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KANSAI NEROLAC
Geojit BNP Paribas
We expect competition intensity is likely to persist in the short term, however, the demand scenario may pick up due to better forecasts on monsoon and moderation in inflation, which may drive the decorative demand....
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23 Jun 2025 | CreditAccess Grameen |
Geojit BNP Paribas
|
1208.90 | 1310.00 | 1126.60 (7.31%) | 8.36 |
Accumulate
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CREDITACCESS GRAMEEN LIMITED
Geojit BNP Paribas
declined by 10 bps compared to FY24, settling at 12.9%. Operating expenses increased by 11.0% YoY to Rs.1,108 cr. in FY25, while a decline in fee and other income led to a marginal rise in the cost-to-income ratio to 30.7%, up from 30.5% in the previous year. Despite a sharp 327.1% YoY increase in provisions due to accelerated write-offs targeting delinquent accounts, the company reported an annual profit of Rs.531.4 cr. Gross NPA and Net NPA rose sharply to 4.8% and 1.7%, respectively, from 1.2% and 0.4% in FY24, reflecting a notable deterioration across all PAR buckets. While collection efficiency remained subdued for the first three quarters of the year, it showed signs of recovery towards the end of FY25, indicating early momentum in asset quality stabilization....
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23 Jun 2025 | Tata Steel |
Geojit BNP Paribas
|
159.93 | 167.00 | 152.43 (4.92%) | 4.42 |
Hold
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TATA STEEL
Geojit BNP Paribas
Tata Steel recorded a disappointing quarter on a YoY basis owing to lower price realisation across regions. However, profitability increased on account of cost optimisation measures and higher other income. Other helpful factors were the company's strong liquidity, strategic investments, cost-competitive measures launched across all regions, the upgradation of IT infrastructure to improve corporate expenses and the rationalisation of downstream operations are expected to drive future growth. Additionally, with relation to the US-UK trade deal, steel and aluminium tariffs on the goods of UK origin have now been eliminated, and this is...
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18 Jun 2025 | Amara Raja Energy |
Geojit BNP Paribas
|
969.70 | 1224.00 | 990.50 (-2.10%) | 26.22 |
Buy
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AMARA RAJA ENERGY & MOBILITY LTD
Geojit BNP Paribas
The company has shown steady growth in its core segments and is actively expanding its capacity and capabilities across areas like recycling, tubular batteries, and New Energy. However, it is currently navigating short-term margin pressures due to rising material and power costs. Timely commissioning of new energy projects and aggressive Chinese cell pricing to be considered as watchlist risks. We believe investment in key projects and...
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18 Jun 2025 | PVR INOX |
Geojit BNP Paribas
|
962.00 | 1062.00 | 952.50 (1.00%) | 10.40 |
Accumulate
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18 Jun 2025 | Voltas |
Geojit BNP Paribas
|
1318.10 | 1465.00 | 1291.50 (2.06%) | 11.14 |
Accumulate
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VOLTAS LTD
Geojit BNP Paribas
Voltas delivered steady performance in Q4FY25, driven by impressive growth in the UCP segment and healthy margins. Voltas' Chennai RAC manufacturing facility's ramp-up is on track, enhancing supply chain efficiency in southern and western regions. The company's strategic plans, including new product launches and distribution network expansions, are poised to further bolster its market share. Operational efficiencies and optimised manufacturing capabilities would also contribute to the success. Currently, the stock trades at 42X 1-year blended forward PE valuations. However, a short summer and early onset of monsoon could impact...
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17 Jun 2025 | Petronet LNG |
Geojit BNP Paribas
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302.25 | 327.00 | 297.10 (1.73%) | 8.19 |
Hold
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PETRONET LNG LTD
Geojit BNP Paribas
In Q4FY25, Petronet's consolidated revenue declined 10.7% YoY to Rs. 12,316cr, primarily due to delayed capacity expansion and lower volume processed. The Dahej terminal processed 189 trillion British thermal units (TBTU) of LNG, a 13.7%...
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17 Jun 2025 | Vodafone Idea |
Geojit BNP Paribas
|
7.42 | 6.60 (12.42%) |
Not Rated
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VODAFONE IDEA LIMITED
Geojit BNP Paribas
Dependence on Government Support: The company's survival and growth depend on government support, such as the conversion of dues into equity and waiver of bank guarantee (BG) requirements for spectrum auctions. The government's shareholding in...
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16 Jun 2025 | Aarti Industries |
Geojit BNP Paribas
|
479.75 | 540.00 | 463.05 (3.61%) | 12.56 |
Accumulate
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AARTI INDUSTERIES LTD
Geojit BNP Paribas
multiple product portfolios. EBITDA margin contracted by 160bps YoY to 13.8%. Volumes in dyes, pigments and polymer additives are encouraging, while the agrochemical demand environment remained challenging. As per management, a volume pick-up is seen across the segments, even though the pricing environment remains subdued due to overcapacity....
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16 Jun 2025 | Apollo Hospitals |
Geojit BNP Paribas
|
7246.50 | 7757.00 | 7114.00 (1.86%) | 7.04 |
Accumulate
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APOLLO HOSPITAL
Geojit BNP Paribas
Under HealthCo, offline pharmacy revenue grew 16.6% YoY to Rs. 2,084cr as store count rose to 6,626 (vs 6,360 in Q3FY25) and strong private-label sales. Online pharmacy sales grew 22.3% YoY to Rs. 292cr. Apollo got a boost as daily active...
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