Name: Latest research reports of Aditya Birla Fashion and Retail Ltd. authored by Motilal Oswal and published by - Trendlyne research reports.
Item: Aditya Birla Fashion and Retail Ltd.
Rating: 3
Author: Motilal Oswal

Summary	Date	Stock	Author	LTP	Target	Price at reco (Change since reco%)	Upside(%)	Type	Report	Discuss
	10 Nov 2024	Aditya Birla Fashion	Motilal Oswal Target	72.87	335.00	297.15 (-75.48%)		Neutral	pdf post cache	Broker Report Revenue in-line; modest EBITDA beat on improved profitability in Pantaloons Motilal Oswal Aditya Birla Fashion and Retail (ABFRL)’s consol. revenue grew 13% YoY,driven by TCNS consolidation and improvement in Lifestyle’s LTL growth. pdf Copy Link Share on Share on Share on Share on Alert
	10 Nov 2024	Life Insurance Corp	Motilal Oswal Target	895.00	1200.00	914.65 (-2.15%)	34.08	Buy	pdf post cache	Broker Report APE grows 26% YoY, VNB margin expands 260bp YoY to 17.9% Motilal Oswal In 2QFY25, LIC reported net premium income of INR1.2t, up 12% YoY. For 1HFY25, net premium income grew 14% YoY to INR2.3t. pdf Copy Link Share on Share on Share on Share on Alert
	09 Nov 2024	State Bank	Motilal Oswal Target	796.55	1000.00	843.15 (-5.53%)	25.54	Buy	pdf post cache	Broker Report Steady quarter; Asset quality ratios improve further Motilal Oswal State Bank of India (SBIN) reported 2QFY25 PAT of INR183.3b (up 28% YoY,12% beat), driven by a steady NII and robust treasury income. pdf Copy Link Share on Share on Share on Share on Alert
	09 Nov 2024	Power Finance	Motilal Oswal	409.95	560.00	449.40 (-8.78%)	36.60	Buy	pdf post cache	Broker Report Healthy quarter; disbursements to accelerate further in 2H Motilal Oswal Power Finance Corporation (PFC)’s 2QFY25 PAT grew ~14% YoY to INR43.7b. Its 1HFY25 PAT grew 18% YoY to INR80.9b and we expect the 2HFY25 PAT to increase ~14% YoY. pdf Copy Link Share on Share on Share on Share on Alert
	09 Nov 2024	Indigo Paints	Motilal Oswal Target	1200.00	1750.00	1534.45 (-21.80%)	45.83	Buy	pdf post cache	Broker Report In-line revenue; watchful for demand pickup in 2HFY25 Motilal Oswal Indigo Paints’ (INDIGOPN) standalone sales growth stood at 7% YoY in 2QFY25 (6% in 1QFY25, 18% in FY24) due to subdued industry demand (1% down in 1HFY25). pdf Copy Link Share on Share on Share on Share on Alert
	09 Nov 2024	Emami	Motilal Oswal Target	600.65	850.00	669.85 (-10.33%)	41.51	Buy	pdf post cache	Broker Report Weak volume print; better delivery expected in 2HFY25 Motilal Oswal Emami reported 3% YoY sales growth in 2QFY25 (est. 5%). The domestic business grew 2.6% YoY, led by volume growth of 1.7% (est. 3%). pdf Copy Link Share on Share on Share on Share on Alert
	08 Nov 2024	Equitas Small Finance Bank	Motilal Oswal Target	59.26	80.00	68.63 (-13.65%)	35.00	Buy	pdf post cache	Broker Report PPoP in line; provisioning surge drives big earnings miss Motilal Oswal Equitas SFB (EQUITASB) reported 2QFY25 PAT of ~INR129m (-93.5% YoY; 93% miss on MOFSLe) as the bank made additional provision of INR1.46b toward the MFI segment. pdf Copy Link Share on Share on Share on Share on Alert
	08 Nov 2024	SAIL	Motilal Oswal Target	124.20	130.00	118.21 (5.07%)	Target met	Neutral	pdf post cache	Broker Report Weak volumes and low realization drag down earnings Motilal Oswal In 2QFY25, SAIL received a one-time revenue and EBITDA gain of INR16.4b related to rail price revisions for FY23. pdf Copy Link Share on Share on Share on Share on Alert
	08 Nov 2024	Happy Forgings	Motilal Oswal Target	945.60	1300.00	1134.85 (-16.68%)	37.48	Buy	pdf post cache	Broker Report Margin beats estimate, led by better product mix Motilal Oswal Happy Forgings (HFL)’s 2QFY25 result was encouraging as it reported a healthy EBITDA margin of 29.2% (+190bp YoY, est. 28%) led by a higher mix of machining and industrial segment. pdf Copy Link Share on Share on Share on Share on Alert
	08 Nov 2024	G R Infraprojects	Motilal Oswal Target	1218.20	1830.00	1600.35 (-23.88%)	50.22	Buy	pdf post cache	Broker Report Sharp fall in execution dents earnings; order inflow and growth to resume from FY26E onwards Motilal Oswal G R Infraprojects (GRINFRA)’s revenue declined 28% YoY to ~INR11.3b during 2QFY25 (vs. our estimate of INR16.8b). pdf Copy Link Share on Share on Share on Share on Alert
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Motilal Oswal Broker Research reports

Latest broker research reports from Motilal Oswal buy, sell, hold, neutral recommendations along with share price targets forecast and upside.

Revenue in-line; modest EBITDA beat on improved profitability in Pantaloons

APE grows 26% YoY, VNB margin expands 260bp YoY to 17.9%

Steady quarter; Asset quality ratios improve further

Healthy quarter; disbursements to accelerate further in 2H

In-line revenue; watchful for demand pickup in 2HFY25

Weak volume print; better delivery expected in 2HFY25

PPoP in line; provisioning surge drives big earnings miss

Weak volumes and low realization drag down earnings

Margin beats estimate, led by better product mix

Sharp fall in execution dents earnings; order inflow and growth to resume from FY26E onwards

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