Company Update:UltraTech Cem.
Axis Direct
We maintain our BUY rating on the stock.
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
---|---|---|---|---|---|---|---|---|---|---|---|
03 Mar 2025 | UltraTech Cement |
Axis Direct
|
11719.00 | 13510.00 | 10340.80 (13.33%) | 15.28 |
Buy
|
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03 Mar 2025 | State Bank |
Ventura
|
763.50 | 1049.00 | 95.52 (699.31%) | 37.39 |
Buy
|
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28 Feb 2025 | SRF |
Sharekhan
|
3007.20 | 3350.00 | 2795.40 (7.58%) | 11.40 |
Buy
|
||||
28 Feb 2025 | Maruti Suzuki |
Ventura
|
11855.00 | 15336.00 | 11945.85 (-0.76%) | 29.36 |
Buy
|
||||
27 Feb 2025 | Jubilant Foodworks |
Motilal Oswal
|
701.00 | 715.00 | 670.90 (4.49%) | 2.00 |
Neutral
|
Banking on value offerings and tech capabilities
Motilal Oswal
Jubilant FoodWorks (JUBI) held its maiden analyst meet in 2025 to discuss its strategic growth initiatives, store expansion opportunities, core capability development, and the way forward.
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27 Feb 2025 | Jubilant Foodworks |
ICICI Securities Limited
|
701.00 | 780.00 | 670.90 (4.49%) | 11.27 |
Buy
|
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27 Feb 2025 | Au SF Bank |
ICICI Securities Limited
|
576.00 | 725.00 | 556.70 (3.47%) | 25.87 |
Buy
|
RoA at cyclical low, multiple levers in place to improve profitability; upgrade to BUY
ICICI Securities Limited
AU SFB’s profitability, post merger in Apr’24, was impacted due to elevated credit cost on the back of higher-than expected delinquencies in its credit card (CC)/microfinance (MFI) portfolios and NIM compression.
|
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26 Feb 2025 | SRF |
Emkay
|
3007.20 | 3250.00 | 2768.05 (8.64%) | 8.07 |
Buy
|
Medium term outlook remains strong; re-iterate BUY
Emkay
We re-iterate BUY on SRF with revised SoTP-based TP of Rs3,250 (rollover to Mar-27E; up by 4.8%), as we believe the worst is behind for all businesses of SRF and, going forward, we should see gradual pick up in specialty chemicals driven by stabilization of existing products and incremental contribution from newer products (largely Active Ingredients).
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25 Feb 2025 | Healthcare Global |
ICICI Securities Limited
|
574.65 | 525.00 | 515.15 (11.55%) | Target met |
Hold
|
PE change of hands to improve prospects
ICICI Securities Limited
HealthCare Global Enterprises’ (HCG) current promoter CVC Capital (Aseco PTE) is likely to sell up to 54% of its stake in the company to another private equity (PE) firm, KKR, at an agreed price of INR 445/share (cumulative value between INR 320bn–339bn).
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24 Feb 2025 | Gulf Oil Lubricants |
Ventura
|
1170.40 | 1352.00 | 1111.70 (5.28%) | 15.52 |
Buy
|
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