LG BALAKRISHNAN & BROTHERS L
Geojit BNP Paribas
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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01 Oct 2025 | LG Balakrishnan |
Geojit BNP Paribas
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1409.80 | 1380.30 (2.14%) |
Not Rated
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01 Oct 2025 | Samvardhana Motherson |
Geojit BNP Paribas
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106.67 | 120.00 | 106.00 (0.63%) | 12.50 |
Buy
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SAMVARDHANA MOTHERSON INTERNATIONAL LTD
Geojit BNP Paribas
The Atsumitec acquisition supported the revenue growth for SAMIL. However, structural costs and greenfield-related start-up expenses impacted margin and profitability. Despite this, emerging markets performed well, while developed markets faced pressures due to structural challenges. Nevertheless, the company says these challenges are in line with its plans and expects developed markets to contribute positively in Q3 and Q4 driven by higher demand. With strategic investments, a well-diversified business model and a strong order book, the...
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30 Sep 2025 | JK Tyre & Industries |
Geojit BNP Paribas
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373.45 | 391.00 | 357.65 (4.42%) | 4.70 |
Hold
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JK TYRE INDUSTRIES
Geojit BNP Paribas
JK Tyre's revenue grew during the quarter driven by its India operations, while the Mexico business partially offset this growth due to geopolitical tensions. Margin and profitability were impacted as the cost of sales increased. The Indian tyre industry is expected to grow 7-8% this fiscal driven by strong domestic replacement demand. Furthermore, the company's market penetration, digitalisation efforts and focus on enhancing operational efficiencies are expected to support long-term growth. Nevertheless, global uncertainties caused by US tariffs and the ongoing geopolitical situation continue to pose challenges. As a result, we retain our HOLD rating on the...
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29 Sep 2025 | Endurance Tech |
Geojit BNP Paribas
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2893.40 | 3057.00 | 2735.50 (5.77%) | 5.65 |
Accumulate
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ENDURANCE TECHNOLOGIES LIMITED
Geojit BNP Paribas
*over or under performance to benchmark index Endurance Technologies Ltd is one of India's leading automotive component manufacturers, with operations in the domestic market and Europe. It mainly caters to domestic two- and three-wheeler original equipment manufacturers (OEMs) and supplies aluminium casting products to four-wheeler OEMs in Europe....
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23 Sep 2025 | Balkrishna Industries |
Geojit BNP Paribas
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2302.80 | 2678.00 | 2496.50 (-7.76%) | 16.29 |
Hold
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BALKRISHNA INDUSTRIES LIMITED
Geojit BNP Paribas
BKT's sales volume was impacted by tariff-related disruptions, leading to a volatile ordering cycle in April. Ongoing trade tensions and geopolitical challenges in key export markets have dampened customer sentiment. However, the company expects the ordering cycle to normalise with a permanent tariff structure. BKT has been gaining brand acceptance in the Indian market and aims to enhance it further by launching into the PCR and CV segments. With expansions in the OHT segment...
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19 Sep 2025 | Bosch |
Geojit BNP Paribas
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38630.00 | 35169.00 | 39790.00 (-2.92%) | 8.96 |
Sell
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BOSCH LIMITED
Geojit BNP Paribas
regard to US tariffs and geopolitics could affect the growth prospects. Therefore, we downgrade our rating on the stock to SELL, with a revised target price of Rs. 35,169, based on 37x FY27E earnings per share....
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18 Sep 2025 | Granules |
Geojit BNP Paribas
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557.30 | 630.00 | 543.15 (2.61%) | 13.05 |
Accumulate
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GRANULES INDIA
Geojit BNP Paribas
We remain positive on Granules' long-term growth and profitability, supported by new product launches across geographies, a focus on backward integration, and rising market share. Entry into the CDMO segment via the Senn acquisition, along with higher-margin oncology filings, is expected to strengthen financials. Moreover, resolution of regulatory issues at the Gagilapur facility could act as a key re-rating catalyst. Hence, we maintain an Accumulate rating on the...
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18 Sep 2025 | Muthoot Finance |
Geojit BNP Paribas
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3167.60 | 2638.00 | 2957.60 (7.10%) | 16.72 |
Sell
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MUTHOOT FINANCE LIMITED
Geojit BNP Paribas
The stage-3 asset ratio in the gold loan portfolio declined to 2.58% in Q1FY26 from 3.98% a year earlier, supported by customer-led repayments aided by rising gold prices and flexible repayment options....
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17 Sep 2025 | Natco Pharma |
Geojit BNP Paribas
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822.55 | 940.00 | 857.25 (-4.05%) | 14.28 |
Hold
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NATCO PHARMA
Geojit BNP Paribas
The management maintains a long-term perspective on the business, aiming to navigate potential challenges and seize growth opportunities. We anticipate a steep revenue degrowth because of lower Revlimid sales in FY27. Focus will shift on the domestic formulations business with the anticipated launches of Semaglutide, which strengthens our case for...
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17 Sep 2025 | The Ramco Cements |
Geojit BNP Paribas
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989.75 | 1270.00 | 1062.20 (-6.82%) | 28.32 |
Accumulate
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RAMCO CEMENTS LIMITED
Geojit BNP Paribas
Kolimigundla, debottlenecking of existing plants, and additional grinding capacities. We value TRCL at 15x FY27E EV/EBITDA (vs. 3-year average of ~14x), arriving at a target price of 1,270, and downgrade the rating to Accumulate....
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16 Sep 2025 | Vedant Fashions |
Geojit BNP Paribas
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694.90 | 890.00 | 733.30 (-5.24%) | 28.08 |
Buy
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VEDANT FASHIONS LIMITED
Geojit BNP Paribas
Vedant Fashions Ltd (VFL), established in 2002 in Kolkata, is a leading player in India's celebration wear market, anchored by flagship brand Manyavar. Through its five brands Manyavar, Mohey, Twamev, Manthan, and Mebazthe company offers ethnic wear for men, women, and children. VFL operates 662 exclusive brand outlets (EBOs) across India and 16 EBOs in 12 global cities, spanning ~17.9 lakh sq. ft., with a presence across 26 Indian states...
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15 Sep 2025 | Bharti Airtel |
Geojit BNP Paribas
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1896.70 | 2123.00 | 1904.50 (-0.41%) | 11.93 |
Buy
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BHARTI AIRTEL LIMITED
Geojit BNP Paribas
Airtel experienced a strong performance in Q1FY26, supported by growth in ARPU, increase in the number of smartphone users, improved growth in home business and a rebound in the African business. The company's effective execution of portfolio premiumisation and constant growth in 5G shipments are expected to drive growth across segments. Airtel remains committed to diversifying its portfolio, acquiring high-quality customers, and expanding its fibre home pass rollout. Airtel is well-positioned for future growth due to significant expansion in fixed wireless access (FWA) and home-pass networks. The company has added new towers and...
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15 Sep 2025 | UNO Minda |
Geojit BNP Paribas
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1316.00 | 1410.00 | 1301.50 (1.11%) | 7.14 |
Hold
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UNO MINDA LIMITED
Geojit BNP Paribas
Uno Minda continues to demonstrate strong long-term growth prospects within the automotive sector, with robust growth across all verticals, outperforming industry benchmarks across both established and emerging product segments. The company's *over or under performance to benchmark index robust pipeline of new product launches, significant strategic investments in manufacturing capacity, advanced technologies, and localization initiatives especially within the EV power electronics domain, position it well to meet rising industry demand. Additionally, its healthy EV order book and ongoing capacity expansion initiatives is expected to yield tangible...
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12 Sep 2025 | Mazagon Dock Shipbuilders |
Geojit BNP Paribas
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2881.30 | 3186.00 | 2924.70 (-1.48%) | 10.58 |
Hold
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MAZAGON DOCK SHIPBUILDERS LIMITED
Geojit BNP Paribas
*over or under performance to benchmark index Mazagon Dock Shipbuilders Ltd (MDL) is a leading Indian shipbuilding company located in Mumbai. MDL is a wholly owned subsidiary of the Ministry of Defence, Government of India...
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10 Sep 2025 | Apex Frozen Foods |
Geojit BNP Paribas
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229.10 | 284.00 | 257.04 (-10.87%) | 23.96 |
Buy
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APEX FROZEN FOODS LIMITED
Geojit BNP Paribas
expects ~30% growth in EU sales in the first year post-approval, translating to ~2,500 MT additional volume as per the company. Expect revenue/EBITDA to grow at 13%/85%, respectively, over FY25-27E. We value Apex at 17X P/E and recommend BUY rating with a revised target price of Rs. 284....
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10 Sep 2025 | Brokerage Research Reports |
Geojit BNP Paribas
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Sell
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DIVI' S LAB
Geojit BNP Paribas
The company's outlook remains positive due to growth drivers such as increased traction from global innovators, a healthy pipeline of RFPs, expansion of scientific and technological capabilities, and steady growth in the nutraceutical business. Management highlighted persistent pricing pressures in generics and higher cost escalation compared to custom synthesis, weighing on margins. Regulatory delays of 12-24 months for peptides, contrast media, and Kakinada approvals restricted near term revenue conversion. Divi's also faces the risk of losing business related to...
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10 Sep 2025 | Manappuram Finance |
Geojit BNP Paribas
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286.20 | 260.00 | 288.00 (-0.62%) | 9.15 |
Sell
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MANAPPURAM FINANCE LIMITED
Geojit BNP Paribas
We expect yield compression to persist in the medium term as the company pivots toward secured lending to enhance competitiveness and attract high-value clients. Asset quality in the gold loan segment remains stable, supported by strong gold prices. However, risks in the nongold portfolioparticularly MFI, MSME, and vehicle financeremain elevated. Near-term credit cost pressures are likely to continue, though improved employee incentives may support recoveries and offset provisioning risks. As the company navigates its stabilization phase, improvements are expected to unfold gradually. Given the recent price hike and stretched...
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10 Sep 2025 | Sagility |
Geojit BNP Paribas
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43.44 | 55.00 | 44.27 (-1.87%) | 26.61 |
Buy
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SAGILITY INDIA LIMITED
Geojit BNP Paribas
Sagility India Ltd. is a healthcare-focused, technology-enabled solutions provider, serving primarily U.S. health insurers (Payers) and, to a lesser extent, hospitals, physicians, and medical device companies (Providers). Headquartered in Bengaluru, it operates 33 centres across India, the U.S., and other global markets. In Q1FY26, 88.4% of revenue was derived...
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09 Sep 2025 | City Union Bank |
Geojit BNP Paribas
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215.34 | 231.00 | 201.00 (7.13%) | 7.27 |
Accumulate
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09 Sep 2025 | Glenmark Pharma |
Geojit BNP Paribas
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1980.20 | 2306.00 | 2116.30 (-6.43%) | 16.45 |
Accumulate
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GLENMARK PHARMACEUTICALS
Geojit BNP Paribas
Glenmark Pharmaceuticals Ltd, which has a presence in over 80 countries, focuses on the generics, specialty and over-the-counter (OTC) segments, with a strong presence in diabetes, cardiovascular and oral contraceptives....
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