Somany Ceramics: Q4FY25 Result Review
IDBI Capital
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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08 May 2025 | Somany Ceramics |
IDBI Capital
|
450.50 | 473.00 | 430.85 (4.56%) | Target met |
Hold
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08 May 2025 | Sonata Software |
IDBI Capital
|
354.00 | 465.00 | 392.60 (-9.83%) | 31.36 |
Buy
|
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08 May 2025 | Safari Industries |
IDBI Capital
|
2120.60 | 2180.00 | 2091.70 (1.38%) | Target met |
Hold
|
||||
08 May 2025 | Dabur |
Axis Direct
|
523.65 | 510.00 | 468.70 (11.72%) | Target met |
Hold
|
||||
08 May 2025 | Archean Chemical |
Axis Direct
|
667.55 | 560.00 | 580.35 (15.03%) | Target met |
Hold
|
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08 May 2025 | Bank of Baroda |
Axis Direct
|
234.42 | 280.00 | 217.27 (7.89%) | 19.44 |
Buy
|
||||
07 May 2025 | Polycab |
Prabhudas Lilladhar
|
7144.50 | 7152.00 | 5886.50 (21.37%) | Target met |
Buy
|
Polycab India (POLYCAB IN) Q4FY25 Result Update W&C...
Prabhudas Lilladhar
Polycab reported mid teen volume growth in its W&C segment. Domestic W&C business grew by 26.5% YoY, driven by mid-teen volume growth. Within this, domestic cables grew at a faster pace in the high teens, while wires registered...
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07 May 2025 | Dabur |
Prabhudas Lilladhar
|
523.65 | 501.00 | 482.10 (8.62%) | Target met |
Hold
|
Dabur India (DABUR IN) Q4FY25 Result Update Lacks...
Prabhudas Lilladhar
Dabur guides for at least high-single digit value growth in FY26 Dabur reported in-line numbers with mid-single digit volume decline led by seasonal delays, rising food inflation & urban demand weakness. We note that categories like Oral care, haircare, Chawyanprash and Honey have shown degrowth during the quarter. Dabur is looking at corrective steps in Beverages, introducing modern format products in healthcare, innovations in Hair oils & Chawyanprash and filling product gaps in oral care. However, we believe that...
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07 May 2025 | Kansai Nerolac |
Prabhudas Lilladhar
|
241.63 | 284.00 | 254.85 (-5.19%) | 17.54 |
Accumulate
|
Kansai Nerolac Paints (KNPL IN) Q4FY25 Result Update ...
Prabhudas Lilladhar
loyalty and influencer program and new innovations and launches. positive Outlook in non-auto industrials remains positive led by strong order pipeline across Infra, Railways, Powder coatings etc. Competitive intensity remains intense in decorative segment as full impact of new players like Birla Opus, JK Maxx and JSW is yet to play out fully. However, margins are likely to improve in FY26 given benign input costs. We estimate a CAGR of 6.7% in sales and 11% IN PAT over FY25-27. We value the stock at 28xMar27 EPS (No change) and assign a target price of Rs284 (Rs288 earlier)....
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07 May 2025 | Mahanagar Gas |
Prabhudas Lilladhar
|
1264.80 | 1410.00 | 1409.90 (-10.29%) | Target met |
Hold
|
Mahanagar Gas (MAHGL IN) Q4FY25 Result Update Strong...
Prabhudas Lilladhar
We downgrade the stock from Accumulate' to Hold amid recent runup in the stock. MAHGL reported adj EBITDA of Rs3.2bn in Q4FY25, down 20% YoY (PLe: Rs3.6bn, BBGe: Rs3.5bn). Miss was mainly on account of higher opex. The adjustment is on account of reversal of discounts given to the OMCs of Rs633.5mn. Adj PAT came in at Rs2.1bn, down 22.6% YoY (PLe: Rs2.4bn, BBGe: Rs2.5bn). For the full year, adjusted EBITDA stood at Rs14.5bn, -21.5% YoY. FY25 adj PAT stood at Rs10bn, -22.7% YoY. We build in volume growth of 10%...
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