05 Feb 2025
Zydus Wellness
BOB Capital Markets Ltd.
Target
1912.60
1987.00
1798.90
(6.32%)
Target met
Hold
Broker Report
Q3FY25 sales came in 2% above consensus while EBITDA was 2% lower due to 15bps lower-than-expected margins
05 Feb 2025
Eris Lifesciences
BOB Capital Markets Ltd.
Target
1795.10
1418.00
1390.20
(29.13%)
Target met
Buy
Broker Report
Base domestic growth at 12% vs IMP growth of 8% due to new product launches and price increase
04 Feb 2025
Kajaria Ceramics
BOB Capital Markets Ltd.
Reco
Target
1041.50
1130.00
959.85
(8.51%)
8.50
Buy
Broker Report
Weak Q3 on sharp margin contraction due to weak demand in the retail market and high overhead costs of new bathware unit
03 Feb 2025
Divi's Laboratories
BOB Capital Markets Ltd.
Reco
Target
6667.00
6050.00
5884.10
(13.31%)
Target met
Hold
Broker Report
Q3 sales/EBITDA/PAT were 0.6%/7.5%/22.3% above our estimates. PAT was higher than estimated due to the adoption of the new tax regime
03 Feb 2025
Greenlam Industries
BOB Capital Markets Ltd.
Reco
Target
240.25
500.00
562.80
(-57.31%)
Target met
Sell
Broker Report
Dismal Q3 on weak performance of laminates segment and slow ramp-up of plywood segment
01 Feb 2025
Sun Pharmaceutical
BOB Capital Markets Ltd.
Reco
Target
1687.80
2086.00
1742.20
(-3.12%)
23.59
Buy
Broker Report
Domestic sales grew by 14% in Q3FY25 driven partially by volume/new launches and price hikes. Strong domestic sales growth to continue
01 Feb 2025
IndusInd Bank
BOB Capital Markets Ltd.
Target
816.85
1190.00
1009.40
(-19.08%)
45.68
Buy
Broker Report
Subdued quarter with moderate growth in advances and deposits, MFI book under stress
01 Feb 2025
Marico
BOB Capital Markets Ltd.
691.20
695.00
694.20
(-0.43%)
Target met
Hold
Broker Report
Compared to consensus, 3QFY25 sales were 2% lower (1% below our estimate) while EBITDA was 1%
01 Feb 2025
Bandhan Bank
BOB Capital Markets Ltd.
Target
175.19
187.00
151.39
(15.72%)
Target met
Buy
Broker Report
PPOP aided by one-offs in other income, payouts under CGFMU and Assam Microfinance relief scheme
01 Feb 2025
Nestle
BOB Capital Markets Ltd.
Target
2376.80
2470.00
2327.20
(2.13%)
Target met
Hold
Broker Report
NEST continues to manage profits amidst inflation in cocoa and coffee. Wheat and palm have also turned inflationary