Result Update:UltraTech Cem.
Axis Direct
We maintain our BUY recommendation on the stock.
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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29 Apr 2025 | UltraTech Cement |
Axis Direct
|
12650.00 | 13510.00 | 11869.00 (6.58%) | 6.80 |
Buy
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29 Apr 2025 | UltraTech Cement |
ICICI Securities Limited
|
12650.00 | 13992.00 | 12114.00 (4.42%) | 10.61 |
Buy
|
A strong exit to FY25; remains prime beneficiary of imminent sector revival
ICICI Securities Limited
UltraTech Cement’s (UTCEM) commentary on short-term challenges (mainly low demand in Q1FY26 and no comments on price hike sustainability) may unnerve a few investors. However, we continue to believe in our sector revival hypothesis (of reducing competitive intensity) and of UTCEM being its largest beneficiary.
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28 Apr 2025 | Maruti Suzuki |
Prabhudas Lilladhar
|
15816.00 | 14007.00 | 11846.00 (33.51%) | Target met |
Buy
|
Maruti Suzuki (MSIL IN) Q4FY25 Result Update Muted...
Prabhudas Lilladhar
MSIL reported muted Q4FY25 performance with lower than anticipated realizations and high other expenses weighed in on overall profitability. Its standalone revenue grew by 6.4% YoY, marginally lower than PLe while it was in-line with consensus estimates. Realization increased by 2.8% YoY, however, UV mix declined sequentially leading realization to decline by 1% QoQ. Gross profit increased by 4.5% YoY while margin contracted by 50bps YoY to 28.1%. Higher other expenses due to the new SMG plant dragged EBITDA lower by 9%...
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28 Apr 2025 | ACC |
Prabhudas Lilladhar
|
1882.10 | 2383.00 | 1925.10 (-2.23%) | 26.61 |
Buy
|
ACC (ACC IN) Q4FY25 Result Update Strong print...
Prabhudas Lilladhar
ACC reported robust operating performance in 4QFY25 aided by strong volume growth and improved NSR. Volumes grew 14% YoY to 11.9mt aided by higher trade volume and better growth in premium products (7% YoY). Average MSA and traded volumes, all other costs have been constrained. Optimization of the fuel basket, lower fuel costs, increased use of Green share, and higher volumes led to a 22% YoY decline in P&F costs. Reduction in lead distance and higher direct dispatch resulted in a 9% YoY decline in freight costs. Strong operating leverage contributed to an 18% YoY decline in Other Expenses. These...
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28 Apr 2025 | KPIT Technologies |
Anand Rathi
|
1262.40 | 1498.00 | 1231.20 (2.53%) | 18.66 |
Buy
|
KPIT Technologies: Q4 resilient amid macro headwinds; retaining a Buy
Anand Rathi
We remain structurally positive on KPIT. While most auto ER&D players reported weak results, the company delivered an in-line performance amid challenging macro; however, no guidance for FY26 was given.
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28 Apr 2025 | IDFC First Bank |
BOB Capital Markets Ltd.
|
70.92 | 79.00 | 66.50 (6.65%) | 11.39 |
Buy
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28 Apr 2025 | Nippon Life Asset Mgmt |
Sharekhan
|
841.50 | 800.00 | 635.65 (32.38%) | Target met |
Buy
|
Core performance in-line
Sharekhan
Core performance was healthy and in line with expectations in Q4FY25. Core revenues grew by 21.0% y-o-y/ down 4% q-o-q to Rs. 567 crore in Q4. For FY25, core revenue grew by 36% y-o-y. Overall, AUM reached Rs 6.5 lakh crore (up 25% y-o-y/ flat q-o-q), while MF QAAUM rose by 29% y-o-y / down 2% q-o-q.
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28 Apr 2025 | Aditya Birla Sun Life AMC |
Motilal Oswal
|
812.10 | 780.00 | 642.25 (26.45%) | Target met |
Buy
|
Better-than-expected income leads to beat on PAT
Motilal Oswal
Aditya Birla Sun Life AMC’s (ABSLAMC) 4QFY25 operating revenue grew 17% YoY to ~INR4.3b (in line), leading to a ~0.9bp YoY improvement in yield on management fees to 44.9bp (vs. our est. of 45.4bp). For FY25, revenue grew 25% YoY to INR16.8b.
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28 Apr 2025 | L&T Finance |
Motilal Oswal
|
248.09 | 200.00 | 167.66 (47.97%) | Target met |
Buy
|
Retail growth to accelerate; credit costs to normalize in 2HFY26
Motilal Oswal
L&T Finance’s (LTF) reported 4QFY25 PAT grew 15% YoY to INR6.4b (in line). FY25 PAT grew ~14% YoY to INR26.4b. Consol. credit costs stood at INR6.2b (in line), translating into annualized credit costs of ~2.55% (PQ: 2.5% and PY: 3.2%).
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28 Apr 2025 | Nippon Life Asset Mgmt |
Motilal Oswal
|
841.50 | 750.00 | 635.65 (32.38%) | Target met |
Buy
|
Tax reversal and other income drive PAT beat
Motilal Oswal
Nippon Life India AMC (NAM)’s operating revenue grew 21% YoY to INR5.7b (in line) in 4QFY25. Yields declined to 40.7bp from 41.3bp in 4QFY24. NAM’s FY25 revenue came in at INR22.3b, recording a growth of 36% YoY.
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