Deepak Fertilizers and Petrochemicals Ltd.
Keynote Capitals Ltd
Quarterly Update Q1FY26
| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 01 Aug 2025 | Deepak Fertilisers |
Keynote Capitals Ltd
|
1236.30 | 1887.00 | 1558.50 (-20.67%) | 52.63 |
Buy
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| 18 Aug 2025 | Inox Wind |
Axis Direct
|
124.61 | 190.00 | 139.99 (-10.99%) | 52.48 |
Buy
|
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| 02 Sep 2025 | Inox Wind |
Axis Direct
|
124.61 | 190.00 | 143.34 (-13.07%) | 52.48 |
Buy
|
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| 15 Sep 2025 | Inox Wind |
Axis Direct
|
124.61 | 190.00 | 151.32 (-17.65%) | 52.48 |
Buy
|
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| 16 May 2025 | Crompton Greaves |
ICICI Securities Limited
|
254.10 | 420.00 | 351.25 (-27.66%) | 65.29 |
Buy
|
Strong revival in profitability of Butterfly drives EVA creation upwards
ICICI Securities Limited
Crompton reported a strong set of numbers in Q4FY25. There is revival in revenue growth as well as profitability of Butterfly. It was a drag on consolidated earnings over past seven quarters.
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| 29 Jul 2025 | Piramal Pharma |
ICICI Securities Limited
|
174.45 | 265.00 | 205.61 (-15.15%) | 51.91 |
Buy
|
Temporary slowdown before a sprint
ICICI Securities Limited
Piramal Pharma’s (Piramal) Q1FY26 result was below our expectations. Performance was impacted due to lack of revenue from a large innovative CDMO (-5.7% YoY) molecule and delay in shipment timing in CHG business (grew 1%).
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| 31 Jul 2025 | Amber Enterprises |
Anand Rathi
|
6626.00 | 10050.00 | 7963.50 (-16.80%) | 51.68 |
Buy
|
Strong quarter; acquisitions to scale up industrial EMS; retaining a Buy
Anand Rathi
Strong beat on all fronts, with broad-based growth. Sharper RAC growth vs brands indicate continued shift to outsourcing though high channel inventory (~2.2m-2.5m vs. 1m-1.2m norm) could dampen near-term momentum.
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| 06 Jun 2025 | Aarti Industries |
Sharekhan
|
356.95 | 550.00 | 476.85 (-25.14%) | 54.08 |
Buy
|
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| 18 Jul 2025 | Atul |
Motilal Oswal
|
5928.00 | 8975.00 | 6941.50 (-14.60%) | 51.40 |
Buy
|
Performance segment leads the recovery
Motilal Oswal
Atul (ATLP) reported in-line revenue at INR14.78b (+12% YoY) in 1QFY26. Revenue of the Performance & Other Chemicals segment increased 14% YoY, while the Life Science Chemical segment posted 6% YoY growth.
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| 26 Sep 2025 | Mahanagar Gas |
Motilal Oswal
|
1123.20 | 1700.00 | 1237.70 (-9.25%) | 51.35 |
Buy
|
Ahead in volume growth, sustaining resilient margins
Motilal Oswal
MAHGL is set to deliver robust earnings growth, driven by aggressive CNG network expansion, improving throughput at existing stations, and strategic land tie-ups that strengthen long-term visibility.
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