|
31 Jul 2025 |
Havells
|
Consensus Share Price Target
|
1528.00 |
1708.38 |
- |
11.80 |
buy
|
|
|
|
|
01 May 2024
|
Havells
|
Motilal Oswal
|
1528.00
|
1780.00
|
1664.00
(-8.17%)
|
Target met |
Neutral
|
|
|
HAVL beat our estimates in 4QFY24, aided by better margins in all business segments, except ECD. Lloyd reported EBIT margin of 2.7% after losses in 10 consecutive quarters.
|
|
30 Apr 2024
|
Havells
|
BOB Capital Markets Ltd.
|
1528.00
|
1780.00
|
1664.00
(-8.17%)
|
Target met |
Hold
|
|
|
Healthy 12% topline growth with EBITDA margin expansion of 90bps in Q4; though raw material prices have started inching up
|
|
05 Feb 2024
|
Havells
|
Geojit BNP Paribas
|
1528.00
|
1496.00
|
1339.75
(14.05%)
|
Target met |
Buy
|
|
|
|
|
25 Jan 2024
|
Havells
|
Keynote Capitals Ltd
|
1528.00
|
1512.00
|
1290.35
(18.42%)
|
Target met |
Buy
|
|
|
Quarterly Update Q3FY24
|
|
25 Jan 2024
|
Havells
|
BOB Capital Markets Ltd.
|
1528.00
|
1600.00
|
1290.35
(18.42%)
|
Target met |
Buy
|
|
|
POWERIND: In-line quarter but valuations overdone; cut to SELL. FY25 Budget Preview: Focus to remain on consolidation. KMB: NIM intact QoQ; higher provisions dull profits. AXSB: Profits subdued despite strong business growth. HAVL: Slow quarter but summer could bring cheer; maintain BUY. KEII: Decent quarter; maintain HOLD. JKCE: Healthy performance but priced in. GLS: Strong margins make up for subdued revenue growth
|
|
24 Jan 2024
|
Havells
|
BOB Capital Markets Ltd.
|
1528.00
|
1600.00
|
1305.60
(17.03%)
|
Target met |
Buy
|
|
|
Q3 revenue grew just 7% YoY on subdued demand; high A&P spend hurt margins even as Lloyd's cash burn continued
|
|
01 Nov 2023
|
Havells
|
Geojit BNP Paribas
|
1528.00
|
1424.00
|
1240.75
(23.15%)
|
Target met |
Buy
|
|
|
|
|
20 Oct 2023
|
Havells
|
Prabhudas Lilladhar
|
1528.00
|
1538.00
|
1292.95
(18.18%)
|
Target met |
Accumulate
|
|
|
|
|
20 Oct 2023
|
Havells
|
Keynote Capitals Ltd
|
1528.00
|
1552.00
|
1292.95
(18.18%)
|
Target met |
Buy
|
|
|
Quarterly Update Q2FY24
|
|
20 Oct 2023
|
Havells
|
ICICI Securities Limited
|
1528.00
|
1600.00
|
1362.70
(12.13%)
|
Target met |
Buy
|
|
|
We note three trends from Q2FY24: (1) B2B demand has remained strong and is likely to drive revenue growth of cables and wires and switchgear in H2FY24; (2) while there are green shoots in revival in offtake of white goods and durables, the recovery will be seen only in H2FY24; and (3) Lloyd continues to report losses. In case of commodity inflation in FY25-26, we believe profitability may remain under stress in foreseeable future.
|