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power to outperform in the near term. We value NIFTY at 7.5% discount to 15year average (18.9x) PE at 17.5 with March27 EPS of 1460 and arrive at 12month target of 25521 (25689 earlier). FY26/27 EPS cut 1.5/0.9%, domestic sectors to outperform We estimate a growth of 5.0% in sales, a decline of 0.5% in EBIDTA and a 2.2% decline in PBT of our coverage universe. Ex oil & Gas, we estimate 4.3% growth in EBIDTA and 5.5% in PBT. Telecom, AMC, Travel, EMS, Metals, Hospitals, Pharma and Durables will lead PBT growth. Banks, Building Materials, Logistics and Oil and...
Asian markets traded lower as the sell-off resumed due to worries about the US-China trade war. The Nikkei, Hang Seng, and Shanghai were down 4.89%, 1.06%, and 0.33%, respectively.
growth. We maintain our positive stance on the telecom sector given the much needed tariff hikes undertaken by the companies. Maintain Accumulate' rating on Bharti with SOTP-based TP of Rs1,916 valuing the India business at 13x FY27...
12.5% in 4QFY25E, impacted by a higher contribution from the movie business, which typically commands lower margins. Entertainment: While headwinds in Kiddopia, Nodwin, Real Money Gaming &...
