BHARAT ELECTRONICS LTD
Geojit BNP Paribas
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
---|---|---|---|---|---|---|---|---|---|---|---|
05 Mar 2025 | Bharat Electronics |
Geojit BNP Paribas
|
285.00 | 324.00 | 274.92 (3.67%) | 13.68 |
Buy
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05 Mar 2025 | Manappuram Finance |
Geojit BNP Paribas
|
225.94 | 222.00 | 203.68 (10.93%) | Target met |
Accumulate
|
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05 Mar 2025 | Prince Pipes |
Geojit BNP Paribas
|
247.42 | 338.00 | 271.65 (-8.92%) | 36.61 |
Buy
|
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05 Mar 2025 | Navin Fluorine |
Axis Direct
|
4099.40 | 4300.00 | 4055.75 (1.08%) | Target met |
Buy
|
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04 Mar 2025 | Bharti Airtel |
Motilal Oswal
|
1756.60 | 1985.00 | 1575.35 (11.51%) | 13.00 |
Buy
|
Focus likely to intensify on capital allocation plans
Motilal Oswal
Driven by tariff repair in the India wireless segment, Bharti’s FCF generation improved significantly over the past few years (9MFY25: INR292b). Bharti’s main priority for cash deployment so far has been prepaying high-cost debt.
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04 Mar 2025 | Coal |
ICICI Securities Limited
|
392.10 | 440.00 | 363.85 (7.76%) | 12.22 |
Buy
|
Volume woes against price resilience
ICICI Securities Limited
We see CIL’s FY25 performance to be impacted by possibly stagnant volumes, though e-auction price remains relatively stable. Production and offtake volumes until Feb’25–YTD was impacted by rake unavailability, inclement monsoons and ongoing production issues at SECL.
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04 Mar 2025 | City Union Bank |
ICICI Securities Limited
|
166.97 | 200.00 | 147.04 (13.55%) | 19.78 |
Buy
|
Improving resilience on NIM/growth; risk-reward favourable at current valuations
ICICI Securities Limited
We upgrade City Union Bank (CUBK) to BUY with an unchanged target price of INR 200, valuing the stock at ~1.45x FY26E ABV, broadly in-line with forward RoAs. Post ~17% stock price correction in the last month, CUBK’s valuation at ~1.1x forward book is near its lowest in the last three years – juxtaposed with an improved growth outlook and NIM resilience.
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04 Mar 2025 | Avanti Feeds |
Geojit BNP Paribas
|
799.65 | 834.00 | 740.05 (8.05%) | Target met |
Accumulate
|
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04 Mar 2025 | Dalmia Bharat |
Axis Direct
|
1811.65 | 2180.00 | 1699.25 (6.61%) | 20.33 |
Buy
|
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03 Mar 2025 | UltraTech Cement |
Axis Direct
|
11502.65 | 13510.00 | 10340.80 (11.24%) | 17.45 |
Buy
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