17 Apr 2025
Wipro
BOB Capital Markets Ltd.
Target
249.85
242.00
236.90
(5.47%)
Target met
Hold
Broker Report
Uncertainty hit 4QFY25 and led to weaker 1QFY26 guidance. A quick tariff resolution required to avert a third successive revenue decline
16 Apr 2025
ICICI Prudential
BOB Capital Markets Ltd.
Reco
Target
663.30
674.00
586.30
(13.13%)
Target met
Buy
Broker Report
APE declines 3% YoY Q4FY25 vs our expectation of moderate growth, grew 15% YoY in FY25
11 Apr 2025
Abbott
BOB Capital Markets Ltd.
30345.00
35292.00
29641.10
(2.37%)
16.30
Buy
Broker Report
Sales expected to reach USD 1bn, driven by industry-leading MR productivity of Rs 14.9mn by FY27E from Rs 11.5mn in FY24
11 Apr 2025
TCS
BOB Capital Markets Ltd.
Target
3490.80
3072.00
3231.50
(8.02%)
-12.00
Hold
Broker Report
Weak start for FY26 likely. Salary hike postponed due to uncertainty in the demand environment
28 Mar 2025
Equitas Small Finance Bank
BOB Capital Markets Ltd.
63.18
73.00
54.98
(14.91%)
15.54
Buy
Broker Report
Rising share of diversified and secured portfolio with MFI mix likely to decline further; scaling up granular deposit franchise
24 Mar 2025
Cohance Lifesciences
BOB Capital Markets Ltd.
1068.90
1405.00
1175.50
(-9.07%)
31.44
Buy
Broker Report
ADC is an evolving second line of treatment in oncology. The company expects market size to grow to US$ 50bn by FY33 from US$ 5bn in FY22
21 Mar 2025
Software & Services
BOB Capital Markets Ltd.
Not Rated
Broker Report
YoY organic growth is expected to decelerate from ~4.5% in 2QFY25 to 0.5% in 4Q. Implies a US$2.6bn annualized organic revenue loss
17 Mar 2025
Aurobindo Pharma
BOB Capital Markets Ltd.
Reco
Target
1155.40
1451.00
1111.70
(3.93%)
25.58
Buy
Broker Report
Eugia unit 3 capacity utilization to increase to 60-65% from 50% in Q3FY25. We expect capacity utilisation to rise above 70% in FY26E
11 Mar 2025
IndusInd Bank
BOB Capital Markets Ltd.
Reco
Target
814.95
870.00
655.95
(24.24%)
6.76
Hold
Broker Report
Discrepancy in derivative portfolio account to adversely impact net worth by 2.35%, indicates weak internal controls
11 Mar 2025
Supreme Industries
BOB Capital Markets Ltd.
Target
4196.70
5150.00
3333.95
(25.88%)
22.72
Buy
Broker Report
Wavin acquisition will enable SI to gain market share in North and South India