APL Apollo Tubes: Q4FY25 Result Review
IDBI Capital
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
---|---|---|---|---|---|---|---|---|---|---|---|
08 May 2025 | APL Apollo Tubes |
IDBI Capital
|
1830.20 | 1954.00 | 1663.30 (10.03%) | 6.76 |
Buy
|
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08 May 2025 | APL Apollo Tubes |
Axis Direct
|
1830.20 | 1920.00 | 1663.30 (10.03%) | 4.91 |
Buy
|
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07 May 2025 | Polycab |
Sharekhan
|
5883.50 | 7300.00 | 5886.50 (-0.05%) | 24.08 |
Buy
|
An upbeat performance, Maintain Buy
Sharekhan
Q4FY25 performance beat our estimates. Revenue growth of 25% was strongly backed by strong performance across segments. In C&W segment cables outpaced the growth of wires segment. Volume growth remained at 15-17% and the balance of growth came from an increase in realizations.
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07 May 2025 | KEI Industries |
Sharekhan
|
3440.50 | 3800.00 | 3295.30 (4.41%) | 10.45 |
Buy
|
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07 May 2025 | CG Power & Industrial |
Emkay
|
696.45 | 765.00 | 609.40 (14.28%) | 9.84 |
Buy
|
Execution in line; Power Systems margin shines
Emkay
We maintain BUY on CG Power & Industrial Solutions (CGPower) with TP of Rs765 (unchanged). Q4FY25 results were broadly mixed, with revenue in line with estimates and our PAT seeing a marginal miss. Consolidated revenue/EBITDA/PAT grew 26/28/23% YoY to Rs27.5/3.6/2.9bn, respectively.
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06 May 2025 | Voltamp Transformers |
Emkay
|
8409.50 | 11350.00 | 8194.50 (2.62%) | 34.97 |
Buy
|
Strong player in distribution space; retain with lower TP
Emkay
We maintain BUY on Voltamp Transformers (VAMP) while cutting our TP by ~15% to Rs11,350 (upside: 39%) from Rs13,350 earlier. VAMP’s Q4FY25 results were ahead of estimates due to higher than estimated volume and realization.
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05 May 2025 | R R Kabel |
Motilal Oswal
|
1313.10 | 1230.00 | 1175.80 (11.68%) | Target met |
Neutral
|
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02 May 2025 | Praj Industries |
Axis Direct
|
488.00 | 500.00 | 451.95 (7.98%) | Target met |
Hold
|
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02 May 2025 | Skipper |
Axis Direct
|
493.80 | 570.00 | 467.65 (5.59%) | 15.43 |
Buy
|
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30 Apr 2025 | J Kumar Infraprojects |
Axis Direct
|
725.95 | 722.00 | 646.75 (12.25%) | Target met |
Buy
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