Result Update:Uno Minda
Axis Direct
We maintain our HOLD on the stock and recommend a buy on dips strategy.
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
---|---|---|---|---|---|---|---|---|---|---|---|
07 Aug 2025 | UNO Minda |
Axis Direct
|
1324.40 | 1100.00 | 1107.10 (19.63%) | Target met |
Hold
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06 Aug 2025 | Gujarat Gas |
Prabhudas Lilladhar
|
435.10 | 432.00 | 428.95 (1.43%) | Target met |
Hold
|
Gujarat Gas (GUJGA IN) Q1FY26 Result Update Decline...
Prabhudas Lilladhar
Gujarat Gas (GUJGA) reported decline of 19% YoY and 5% QoQ in total sales volume to 8.9mmscmd in Q1FY26 (PLe 9.3mmscmd). EBITDA/scm of Rs6.4 was also below our estimate of Rs7.4. EBITDA stood at Rs5.2bn (-3% YoY, +15.7% QoQ, PLe: Rs6.3bn, BBGe: Rs5.2bn) and PAT of Rs3.3bn (-1% YoY, +14% QoQ, PLe: Rs3.9bn, BBGe: Rs3.6bn). Morbi continues to face slowdown. Against vol of 9.6mmscmd in FY25, we build in 9.3mmscmd in FY26E and 10.1mmscmd in FY27E. Against EBITDA/scm of Rs5.4 in FY25, we build in Rs6 and Rs5.8 for...
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06 Aug 2025 | One97 Communications |
Geojit BNP Paribas
|
1148.60 | 1154.00 | 1055.40 (8.83%) | Target met |
Hold
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06 Aug 2025 | Aurobindo Pharma |
Prabhudas Lilladhar
|
1086.00 | 1300.00 | 1072.30 (1.28%) | 19.71 |
Buy
|
Aurobindo Pharma (ARBP IN) Q1FY26 Result Update Weak...
Prabhudas Lilladhar
Aurobindo Pharma's (ARBP) Q1FY26 EBITDA of Rs16.1bn (down 1% YoY) was 5% below our estimate led by lower US sales. Resultant our FY26 and FY27E EPS stands reduced by 5-10%. The company has maintained its 20-21% OPM guidance for FY26E despite gRevlimid sales loss. We expect margins and revenues to improve from H2FY26/FY27 with ramp up in PenG facility, Vizag pant commercialization and launches in US. We believe ARBP has multiple growth drivers in place with investments in vaccines, injectables, biosimilars...
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06 Aug 2025 | Aurobindo Pharma |
Axis Direct
|
1086.00 | 1400.00 | 1079.30 (0.62%) | 28.91 |
Buy
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06 Aug 2025 | Torrent Power |
ICICI Securities Limited
|
1216.00 | 1240.00 | 1319.90 (-7.87%) | Target met |
Sell
|
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06 Aug 2025 | Escorts Kubota |
Axis Direct
|
3637.70 | 3135.00 | 3412.70 (6.59%) | -13.82 |
Hold
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06 Aug 2025 | Gland Pharma |
Axis Direct
|
1981.60 | 1950.00 | 1964.70 (0.86%) | Target met |
Hold
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06 Aug 2025 | Suzlon Energy |
Axis Direct
|
55.18 | 72.00 | 65.44 (-15.68%) | 30.48 |
Buy
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06 Aug 2025 | Gland Pharma |
Motilal Oswal
|
1981.60 | 2340.00 | 1957.50 (1.23%) | 18.09 |
Buy
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