31 Jan 2025
Dabur
BOB Capital Markets Ltd.
Reco
Target
484.70
578.00
529.85
(-8.52%)
19.25
Hold
Broker Report
Competitive intensity has increased in the domestic business and Dabur is doing retailer discounts to maintain market share
31 Jan 2025
Tata Consumer
BOB Capital Markets Ltd.
Target
1121.40
1175.00
1024.65
(9.44%)
Target met
Buy
Broker Report
Tea inflation recovery prospects have improved as higher pricing has come through earlier than expected
27 Jan 2025
IDFC First Bank
BOB Capital Markets Ltd.
Target
67.99
75.00
56.73
(19.85%)
10.31
Buy
Broker Report
Earnings lower on account of higher slippages, moderate loan book growth
27 Jan 2025
ICICI Bank
BOB Capital Markets Ltd.
Reco
Target
1453.80
1415.00
1227.95
(18.39%)
Target met
Buy
Broker Report
PAT growth of 15% YoY aided by stable credit cost and PPOP growth of 15% YoY
27 Jan 2025
Laurus Labs
BOB Capital Markets Ltd.
Target
610.50
488.00
534.65
(14.19%)
20.07
Sell
Broker Report
Revenue/EBITDA/PAT exceeded our estimates by 10.5%/46.6%/227%. EBITDA margin surpassed our estimate by 500bps
27 Jan 2025
DCB Bank
BOB Capital Markets Ltd.
Target
143.00
140.00
117.79
(21.40%)
Target met
Buy
Broker Report
Robust business growth with strong advances growth above our estimates
25 Jan 2025
MphasiS
BOB Capital Markets Ltd.
Reco
Target
2531.50
2651.00
3009.30
(-15.88%)
Target met
Sell
Broker Report
3QFY25 has yet again proven the volatility in Mphasis's business compared to its Tier-2 peers like Persistent & Coforge
24 Jan 2025
Dr. Reddy's Labs
BOB Capital Markets Ltd.
1242.60
1427.00
1224.40
(1.49%)
14.84
Hold
Broker Report
North America sales missed our estimates and reported US$ 395mn in 3QFY25 vs US$ 445mn in 2QFY25 impacted by gRevlimid
24 Jan 2025
Coforge
BOB Capital Markets Ltd.
Reco
Target
8467.00
7072.00
9234.60
(-8.31%)
Target met
Sell
Broker Report
3QFY25 was blockbuster quarter 8.4% growth QoQ in CC terms (our estimate-2.8%. Belied seasonality)
24 Jan 2025
Zensar Technologies
BOB Capital Markets Ltd.
835.15
700.00
831.75
(0.41%)
Target met
Sell
Broker Report
Delivered better-than-expected revenue and margin. After a mid-single digit FY25, revenue growth in double digits in FY26 likely