| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 05 May 2025 | Central Depository |
Motilal Oswal
|
1475.50 | 1150.00 | 1313.50 (12.33%) | -22.06 |
Neutral
|
Weak operating performance
Motilal Oswal
CDSL’s operating revenue declined 7% YoY and 19% QoQ to INR2.2b (7% miss), primarily due to a 36%/29% YoY decline in transaction revenue/online data charges. For FY25, the company’s revenue grew 33% YoY to INR10.8b.
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| 05 May 2025 | Gravita |
Emkay
|
1558.90 | 2100.00 | 1935.60 (-19.46%) | Target met |
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 | V-Mart Retail |
Anand Rathi
|
726.70 | 4826.00 | 3165.90 (-77.05%) | Pre-Bonus/ Split |
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 | ICICI Bank |
Geojit BNP Paribas
|
1372.00 | 1563.00 | 1429.40 (-4.02%) | 13.92 |
Hold
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| 05 May 2025 | Newgen Software |
IDBI Capital
|
899.80 | 1166.00 | 1041.70 (-13.62%) | Target met |
Buy
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| 05 May 2025 | Mas Financial |
Axis Direct
|
306.85 | 325.00 | 267.05 (14.90%) | Target met |
Buy
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| 04 May 2025 | Indian Oil |
Prabhudas Lilladhar
|
149.70 | 122.00 | 143.28 (4.48%) | 18.50 |
Sell
|
Indian Oil Corporation (IOCL IN) Q4FY25 Result Update ...
Prabhudas Lilladhar
Indian Oil Corporation (IOCL) reported an EBITDA of Rs135.7bn, up 90.7% QoQ (PLe: Rs68.2bn, BBGe:Rs78.7bn). Adj PAT came in at Rs72.6bn (up 231% QoQ, PLe: Rs17.5bn, BBGe:Rs14.7bn). There was an exceptional gain of Rs10.5mn for VAT input tax credit. Reported GRM came in at US$7.85/bbl, up 166% QoQ (PLe: US$6/bbl). GMM stood at Rs6.8/ltr (PLe:Rs3.5/ltr). In Q1-TD, gross margin on petrol/diesel has risen to Rs12.3/9.7/ltr. However, average Singapore GRM continues to remain weak at US$3/bbl and the company is likely to report...
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| 04 May 2025 | Bharat Petroleum |
Prabhudas Lilladhar
|
339.70 | 267.00 | 311.15 (9.18%) | 21.40 |
Sell
|
Bharat Petroleum Corporation (BPCL IN) Q4FY25 Result Update ...
Prabhudas Lilladhar
Marketing inventory gain for Q4FY25 at Rs5.23bn Bharat Petroleum Corporation (BPCL) reported better-than-expected Q4FY25 results with EBITDA of Rs77.6bn (up 2.4% QoQ, PLe: Rs35.7bn, BBGe: Rs57.9bn). Adj PAT came in at Rs45.5bn (down 2.1% QoQ, PLe: Rs14.1bn, BBGe: Rs25.2bn). The company reported an exceptional item of Rs17.7bn due to impairment loss in its WOS subsidiary BPRL. GRM stood at US$9.2/bbl while GMM as per our calculation came in at Rs5.9/ltr. While GMM on petrol/diesel has risen to...
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| 04 May 2025 | Godrej Properties |
Motilal Oswal
|
2030.40 | 2755.00 | 2249.30 (-9.73%) | 35.69 |
Buy
|
Revenue beat; highest-ever quarterly bookings
Motilal Oswal
GPL’s pre-sales volume for 4QFY25 declined 8% YoY (+85% QoQ) to 7.5msf, resulting in the highest-ever quarterly pre-sales value of INR101.6b (+7% YoY/87% QoQ, 32% above estimates). In FY25, pre-sales were up 31% YoY to INR294b (9% above estimates and 9% above guidance).
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| 04 May 2025 | Avenue Supermarts |
Motilal Oswal
|
4449.90 | 4350.00 | 4059.20 (9.63%) | Target met |
Buy
|
Intensified competition and rising COR lead to the miss
Motilal Oswal
Avenue Supermarts (DMART) posted weak results in 4QFY25 as standalone EBITDA inched up 4% YoY (9% miss) due to weaker gross margin (GM; -25bp YoY) and higher cost of retailing (CoR; opex up 12% YoY on a per sqft basis).
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