| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 26 Oct 2025 | Federal Bank |
ICICI Securities Limited
|
259.20 | 275.00 | 227.40 (13.98%) | 6.10 |
Buy
|
Board approves ~10% preferential issue to Blackstone; healthy accretion to CET / ABV
ICICI Securities Limited
Federal Bank (FB) has approved up to 9.9% stake dilution to a Blackstone managed fund (fund) via preferential issues of warrants. The transaction would boost pro forma CET 1 by ~280bps (over the next 18 months) and FY27E ABV may rise by ~4%.
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| 26 Oct 2025 | Federal Bank |
Motilal Oswal
|
259.20 | 260.00 | 227.40 (13.98%) | Target met |
Buy
|
Growth outlook getting stronger; RoA trajectory to improve
Motilal Oswal
Federal Bank’s pivot toward margin-accretive growth, strengthening its liability profile and improving fee intensity is now further bolstered by the proposed ~INR62b preferential capital infusion from Blackstone.
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| 24 Oct 2025 | IDFC First Bank |
Keynote Capitals Ltd
|
80.87 | 89.70 | 78.20 (3.41%) | 10.92 |
Neutral
|
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| 23 Oct 2025 | Colgate-Palmolive |
Motilal Oswal
|
2164.40 | 2850.00 | 2286.90 (-5.36%) | 31.68 |
Buy
|
Muted 2Q print; watchful for growth recovery ahead
Motilal Oswal
Colgate’s (CLGT) 2QFY26 performance remained weak as its revenue fell 6% YoY to INR15.2b (in line) on a high base of 10% growth and due to the impact of GST-led transition (trade disruptions).
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| 23 Oct 2025 | Polycab |
Anand Rathi
|
7257.00 | 8868.00 | 7518.50 (-3.48%) | 22.20 |
Buy
|
Broad-based growth with margin expansions; retaining a Buy
Anand Rathi
Broad-based expansion in its Cables & Wires business boosted Polycab India’s Q2 revenue 18% y/y. Operating leverage, product premiumisation and a favourable mix gave it its highest quarterly margins.
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| 23 Oct 2025 | Federal Bank |
Keynote Capitals Ltd
|
259.20 | 244.50 | 227.86 (13.75%) | Target met |
Neutral
|
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| 20 Oct 2025 | Federal Bank |
Axis Direct
|
259.20 | 260.00 | 227.08 (14.14%) | Target met |
Buy
|
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| 20 Oct 2025 | IDFC First Bank |
ICICI Direct
|
80.87 | 78.00 | 76.93 (5.12%) | Target met |
Hold
|
IDFC First Bank
ICICI Direct
Q2FY26 performance: IDFC First Bank reported a mixed Q2FY26 performance as healthy loan and deposit growth was offset by margin pressure and lower treasury gains. NII rose 6.8% YoY to 5,113 crore, while NIM contracted 12 bps QoQ to 5.6%. Provisions moderated to 1,452 crore, aiding PAT of 352 crore (up 76% YoY, down 24% QoQ). Asset quality improved with GNPA/NNPA at 1.86%/0.52%. Funded assets expanded 19.7% YoY to 2.67 lakh crore led by mortgage, vehicle and...
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| 20 Oct 2025 | Dixon Technologies |
ICICI Direct
|
13749.00 | 20000.00 | 16075.00 (-14.47%) | 45.47 |
Buy
|
Dixon Technologies
ICICI Direct
Component strategy execution to be key factor ahead manufacturing services (EMS) company of India offering comprehensive EMS solutions with specialized focus across product verticals including mobile, television, washing machine, refrigerators, laptop, lighting, telecom, wearables and hearables, AC printed circuit boards (PCBs), etc. Q2FY26 performance: Dixon reported revenue of 14,855 crore (up by (29% YoY/15% QoQ). Mobile and EMS division continued its healthy growth with revenue of 13,361 crore (up by 41% YoY/15% QoQ). Company is in-line to achieve 40-42...
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| 20 Oct 2025 | AU SF Bank |
Axis Direct
|
960.70 | 950.00 | 865.20 (11.04%) | Target met |
Buy
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