| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 05 May 2025 | Rossari Biotech |
KRChoksey
|
708.50 | 852.00 | 671.15 (5.57%) | 20.25 |
Buy
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| 05 May 2025 | Mas Financial |
Axis Direct
|
270.30 | 325.00 | 267.05 (1.22%) | 20.24 |
Buy
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| 05 May 2025 | V-Mart Retail |
Motilal Oswal
|
3484.50 | 3600.00 | 3165.90 (10.06%) | 3.31 |
Neutral
|
Good 4Q; profitability improves across formats
Motilal Oswal
V-Mart Retail’s (VMART) revenue grew 17% YoY in 4QFY25, led by 8% SSSG and 12% store additions. EBITDA jumped ~70% YoY (in line) on account of gross margin improvement and lower losses in online segment.
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| 05 May 2025 | V-Mart Retail |
Anand Rathi
|
3484.50 | 4826.00 | 3165.90 (10.06%) | 38.50 |
Buy
|
Better demand, improved efficiencies aided margins; maintaining a Buy
Anand Rathi
V-Mart’s Q4 profitability improved, with a 272bps y/y higher EBITDA margin at 8.7% (~90bps above ARe), driven by lower Limeroad losses and better offline margins. FY25 sales/EBITDA grew ~17%/77% y/y, led by 11% SSSG.
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| 05 May 2025 | Gravita |
Emkay
|
1912.00 | 2100.00 | 1935.60 (-1.22%) | 9.83 |
Buy
|
Another steady quarter
Emkay
GRAV reported a stable quarterly performance, with Q4FY25 EBITDA of Rs1,085mn (+6.1% QoQ; +16.8% YoY). Operating revenue increased 3.5% sequentially to Rs10.5bn, with Lead sales being the key driver of the sequential delta, in line with our estimate of Rs10.2bn.
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| 05 May 2025 | Gravita |
Motilal Oswal
|
1912.00 | 2300.00 | 1935.60 (-1.22%) | 20.29 |
Buy
|
Growth supported by volume uptick in aluminum and lead
Motilal Oswal
In 4QFY25, Gravita India (GRAVITA) recorded a strong 20% YoY revenue growth, underpinned by a 13% YoY rise in overall volumes. The aluminum business led the performance with a sharp 73% YoY growth, followed by a 19% increase in lead revenues, whereas the plastic segment witnessed a 16% YoY decline.
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| 05 May 2025 | Sunteck Realty |
Motilal Oswal
|
399.85 | 540.00 | 401.15 (-0.32%) | 35.05 |
Buy
|
Presales guidance achieved; FY26 to witness strong launches
Motilal Oswal
Sunteck Realty (SRIN) reported presales of INR8.7b in 4QFY25, up 28% YoY (41% above estimates). Traction in uber-luxury projects increased 36% QoQ, with bookings of INR5.7b, or 66% of total presales. The upper-middleincome segment accounted for 27% of presales (+8% QoQ).
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| 05 May 2025 | City Union Bank |
Axis Direct
|
192.11 | 225.00 | 182.57 (5.23%) | 17.12 |
Buy
|
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| 05 May 2025 | City Union Bank |
Asit C Mehta Investment Interrmediates
|
192.11 | 205.00 | 173.48 (10.74%) | 6.71 |
Buy
|
Growth Momentum Continued; Robust Asset Quality
Asit C Mehta Investment Interrmediates
City Union Bank (CUBK) reported Q4FY25 results broadly in line with our estimates, with a beat on the advances/deposits (advances/deposits were 2%/5% higher than our estimates). The MSME/JL non-agri segment mainly led the growth in advances, while the wholesale segment remained muted.
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| 03 May 2025 | Mas Financial |
Motilal Oswal
|
270.30 | 320.00 | 262.40 (3.01%) | 18.39 |
Buy
|
Managing risk through disciplined growth and asset quality
Motilal Oswal
MASFIN’s 4QFY25 PAT grew ~19% YoY to INR808m (in line). FY25 PAT rose ~23% YoY to INR3.1b. Net total income was up 34% YoY to INR2.3b (5% beat), while opex at INR744m grew ~34% YoY (in line). PPoP stood at INR1.5b (5% beat) and grew 35% YoY.
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