Newgen Software Technologies | Q4FY25 Result Review
IDBI Capital
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
---|---|---|---|---|---|---|---|---|---|---|---|
05 May 2025 | Newgen Software |
IDBI Capital
|
1209.60 | 1166.00 | 1041.70 (16.12%) | Target met |
Buy
|
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05 May 2025 | Avenue Supermarts |
Axis Direct
|
4042.30 | 4770.00 | 4018.40 (0.59%) | 18.00 |
Buy
|
||||
05 May 2025 | City Union Bank |
Axis Direct
|
194.34 | 225.00 | 182.57 (6.45%) | 15.78 |
Buy
|
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05 May 2025 | Kotak Mahindra Bank |
Axis Direct
|
2081.60 | 2460.00 | 2084.90 (-0.16%) | 18.18 |
Buy
|
||||
05 May 2025 | Kotak Mahindra Bank |
BOB Capital Markets Ltd.
|
2081.60 | 2520.00 | 2084.90 (-0.16%) | 21.06 |
Buy
|
||||
05 May 2025 | State Bank |
BOB Capital Markets Ltd.
|
797.35 | 989.00 | 790.00 (0.93%) | 24.04 |
Buy
|
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05 May 2025 | Marico |
BOB Capital Markets Ltd.
|
723.45 | 801.00 | 722.65 (0.11%) | 10.72 |
Hold
|
||||
05 May 2025 | State Bank |
KRChoksey
|
797.35 | 941.00 | 800.00 (-0.33%) | 18.02 |
Buy
|
SBI delivers resilient FY25 performance amid global economic headwinds
KRChoksey
Net Interest Income (NII) for Q4FY25 increased by 2.7% YoY (+3.2% QoQ) to INR 4,27,746 Mn, in-line with our estimates. PPOP grew by 8.8% YoY (+32.8% QoQ) to INR 3,12,860 Mn., 16.2% above our estimates driven by supported by ~2x QoQ growth in non-interest income.
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04 May 2025 | State Bank |
Prabhudas Lilladhar
|
797.35 | 960.00 | 800.00 (-0.33%) | 20.40 |
Buy
|
State Bank of India (SBIN IN) Q4FY25 Result Update...
Prabhudas Lilladhar
SBI saw a decent quarter; while core PPoP beat PLe by 11.3% due to better fees and TWO recoveries, asset quality was soft as provisions were higher at 66bps (PLe 25bps) since (1) write-offs/ageing provisions were more and (2) strong TWO recovery and SR reversal (Rs39bn) provided leeway to front load credit costs. Credit growth is guided to be above system in FY26E; we are factoring a 12% CAGR over FY25-27E. Opex for FY25 was flat at Rs1.18trn due to 9.7% decline in staff cost. For FY26, bank has guided a cost to income of 50-51% with...
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04 May 2025 | Avenue Supermarts |
Prabhudas Lilladhar
|
4042.30 | 3975.00 | 4059.20 (-0.42%) | Target met |
Hold
|
Avenue Supermarts (DMART IN) Q4FY25 Result Update Hyper...
Prabhudas Lilladhar
GM&A share at 22.6% for FY25 down by 40bps vs 23% in 9MFY25 We cut FY26/FY27 EPS estimates by 2.4/1.6% (earlier est lower by 11/14% than consensus) as we expect margin pressure to continue due to 1) sustained high competitive intensity led by consumer shift to Ecom/QC 2) accelerated store openings in a scenario of subdued demand, softer GM, higher spending on consumer service and rising store level/gig worker wages in metros. D'Mart 4Q results missed estimates as fierce competitive intensity impacted Gross...
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