| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 18 Jun 2025 | Gravita |
Motilal Oswal
|
1660.20 | 2300.00 | 1679.50 (-1.15%) | 38.54 |
Buy
|
From scrap to success: Capitalizing on market diversification
Motilal Oswal
Gravita India Ltd (Gravita), a prominent leader in India's recycling industry, is wellplaced to leverage strong industry growth and rising momentum through its global and pan-India operations, supported by a comprehensive procurement network.
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| 18 Jun 2025 | Siemens Energy |
Motilal Oswal
|
3606.50 | 3000.00 | Target met |
Buy
|
Long-standing player in transmission
Motilal Oswal
Siemens Energy India Limited will get listed on 19th Jun’25. This business was demerged from Siemens Ltd in April’25 and focuses on Transmission and Distribution (T&D) as well as small-sized turbines.
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| 18 Jun 2025 | Trent |
Motilal Oswal
|
4891.00 | 6900.00 | 5735.00 (-14.72%) | 41.08 |
Buy
|
Aspires to grow 25%+ through higher revenue share
Motilal Oswal
Despite robust growth over the past few years (6.5x revenue growth over FY19-25), management indicated that Trent’s share in India’s fashion and lifestyle retail industry remains in low-single digits.
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| 18 Jun 2025 | Ambuja Cements |
Motilal Oswal
|
591.60 | 630.00 | 545.05 (8.54%) | 6.49 |
Buy
|
Acquisition-led growth; efficiency push yet to materialize
Motilal Oswal
The key highlights of ACEM’s FY25 annual report, the company’s consolidated cement capacity has risen to 100.3mtpa currently from 76.9mtpa in FY24-end, primarily led by inorganic growth.
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| 18 Jun 2025 | Amara Raja Energy |
Geojit BNP Paribas
|
1008.65 | 1224.00 | 990.50 (1.83%) | 21.35 |
Buy
|
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 | Shree Cements |
Sharekhan
|
29790.00 | 33400.00 | 29305.00 (1.66%) | 12.12 |
Buy
|
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| 18 Jun 2025 | Bharat Electronics |
Sharekhan
|
404.45 | 445.00 | 400.50 (0.99%) | 10.03 |
Buy
|
Growth visibility remains strong
Sharekhan
Indian defence forces are set to make emergency purchases worth Rs 40,000 crore to enhance combat readiness. The initiative focuses on acquiring key systems being prioritised under emergency powers, including surveillance drones, kamikaze drones, missiles, and various types of ammunition.
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| 18 Jun 2025 | Voltas |
Emkay
|
1372.70 | 1450.00 | 1291.50 (6.29%) | Target met |
Buy
|
Muted summer trends, albeit priced in; retain BUY
Emkay
We attended Voltas’s analyst meet to gain deeper insight into its growth roadmap/demand environment. The management indicated a ~20– 25% decline in RAC secondary sales across players in Apr-May ’25, with a similar impact expected on primary sales, till inventory levels normalize.
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| 18 Jun 2025 | Lloyds Metals & Energy |
Axis Direct
|
1318.00 | 1670.00 | 1503.10 (-12.31%) | 26.71 |
Buy
|
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| 18 Jun 2025 | Sanathan Textiles |
Axis Direct
|
515.45 | 490.00 | 451.55 (14.15%) | Target met |
Buy
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