| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 13 Nov 2025 | Century Plyboards |
ICICI Securities Limited
|
755.25 | 761.00 | 799.45 (-5.53%) | 0.76 |
Hold
|
Healthy operational performance in tough environment
ICICI Securities Limited
Century Plyboards (CPBI) reported Q2FY26 consol. revenue growth of 17.1% YoY. Plywood/laminates/MDF and allied revenue grew 14.8%/16.6%/27.9% YoY with volume up 15.6%/1.6%/20.8% YoY.
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| 13 Nov 2025 | Senco Gold |
Motilal Oswal
|
317.85 | 375.00 | 330.00 (-3.68%) | 17.98 |
Neutral
|
Sharp dip in same store growth; margins remain volatile
Motilal Oswal
Senco Gold (SENCO) delivered a consolidated revenue growth of 2% YoY, witnessing a sharp deceleration after clocking 30% growth in 1Q. The retail revenue growth was 6%, with same store sales declining 4%.
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| 13 Nov 2025 | Repco Home Finance |
Motilal Oswal
|
410.50 | 465.00 | 418.20 (-1.84%) | 13.28 |
Neutral
|
Disbursements gain momentum; loan growth to gain traction
Motilal Oswal
Repco Home Finance’s (Repco) 2QFY26 PAT declined 5% YoY to INR1.07b (in line). NII in 2QFY26 grew ~14% YoY to ~INR1.9b (in line). Other income declined ~46% YoY to INR123m (vs. our est. of INR200m).
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| 13 Nov 2025 | National Securities |
Motilal Oswal
|
1141.20 | 1270.00 | 1147.25 (-0.53%) | 11.29 |
Neutral
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| 13 Nov 2025 | Muthoot Finance |
Motilal Oswal
|
3674.00 | 3800.00 | 3393.10 (8.28%) | 3.43 |
Neutral
|
Shining stronger; margin expansion and recoveries lift earnings
Motilal Oswal
Muthoot Finance’s (MUTH) strong operating performance in 2QFY26 was driven by: strong gold loan growth of ~45% YoY to ~INR1.25t, ~35bp QoQ improvement in GS3 to 2.25%, aided by NPA recoveries, an increase in gold tonnage by ~5% YoY to 209 tons.
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| 13 Nov 2025 | KNR Constructions |
Motilal Oswal
|
165.17 | 190.00 | 170.18 (-2.94%) | 15.03 |
Neutral
|
Weak execution leads to a sharp miss; outlook muted, estimates cut
Motilal Oswal
KNR Constructions (KNRC)’s revenue dipped 42.4% YoY to ~INR4.9b in 2QFY26 (16% below our estimate). EBITDA margin contracted 520bp YoY to 10.9% in 2QFY26 (vs. our estimate of 13.4%).
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| 13 Nov 2025 | Jubilant Foodworks |
Motilal Oswal
|
588.50 | 650.00 | 573.50 (2.62%) | 10.45 |
Neutral
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| 13 Nov 2025 | Data Patterns |
Motilal Oswal
|
3058.50 | 2950.00 | 3003.40 (1.83%) | Target met |
Neutral
|
Large strategic contract execution drives revenue growth
Motilal Oswal
Data Patterns (DATAPATT) reported a strong quarter, with revenue surging 3.4x YoY. This growth was fueled by a high contribution from the Development segment (up 106x YoY), as the company delivered a strategic contract of ~INR1.8b (taken at a competitive price considering possible longterm opportunities).
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| 13 Nov 2025 | Alkem Laboratories |
Motilal Oswal
|
5647.00 | 5560.00 | 5725.50 (-1.37%) | -1.54 |
Neutral
|
Opex from CDMO/Med-tech to constrain margin expansion over the near term
Motilal Oswal
ALKEM Laboratories (ALKEM) delivered better-than-expected revenue/EBITDA/PAT, with a beat of 6%/9%/13% for the quarter. The superior performance was driven by broad-based higher revenue growth and lower-than-expected R&D spend for the quarter.
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| 13 Nov 2025 | KEC International |
Geojit BNP Paribas
|
700.30 | 909.00 | 784.60 (-10.74%) | 29.80 |
Accumulate
|
KEC INTERNATIONAL LTD
Geojit BNP Paribas
In H1FY26, KEC's order book grew by 15% YoY to Rs.39,325cr, driven by robust order inflows of Rs.16,050cr, reflecting a 19% YoY increase. The company has guided for order inflows in the range of Rs.28,00030,000cr for FY26, supported by strong traction in T&D projects across both domestic and...
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