Geojit BNP Paribas Broker Research reports

Delhivery's consolidated revenue saw a 5.6% YoY increase, reaching Rs. 2,192cr in Q4FY25, owing to increasing the Part Truckload (PTL) volumes. Indian operations contributed Rs. 2,191cr (+5.6% YoY). International revenue,...

In FY25, the company's order book declined by ~40% YoY to Rs 10,527cr due to a muted order wins for the last two years. The management expects a traction in new orders from the roads and non-road segments from Q2FY26 onwards and is...

Validation activities have begun in Phase 2, Genome Valley, in this quarter. Also, the company continues to invest in research and development efforts aimed at building a pipeline of high-value molecules, with a focus on backward integration, especially in the oncology and CNS segment. The company has filed its first oncology molecule in this quarter....

Despite the slow ramp-up in electric vehicles, the company is actively increasing its kit value across all segments meticulously through capacity expansion and strategic tie-ups. UNO Minda has always outperformed the underlying benchmark auto production by 1.5-2x growth. We expect the channel inventory correction has shown signs of improvement in the...

Berger's profitability surged in the quarter, driven by increased volume and effective cost-saving measures. Despite ongoing geopolitical tensions, trade concerns and currency fluctuations, the outlook for the company remains positive. The decorative segment is expected to drive growth in the coming quarters, fuelled by rising urban demand, increased disposable incomes (due to recent tax incentives), and decreasing inflation. With a surplus of cash, Berger is well-positioned to expand its manufacturing capacity and capitalise on future opportunities. The company's gain...

*over or under performance to benchmark index In Q4FY25, the company's consolidated revenue rose 5.1% YoY to Rs. 2,061cr, on The lighting segment fell 1.8% YoY to Rs. 276cr, primarily due to persistent industry...

*over or under performance to benchmark index Nykaa reported a robust Q4FY25 performance, with steady growth in gross merchandise value across all segments. It is poised for strong growth in the beauty segment, driven by strategic initiatives such as introducing new international brands, expanding its retail presence, and curating a wider range of products. Meanwhile, the fashion business is expected to regain momentum in Q1FY26 as...

*over or under performance to benchmark index Indian Oil Corporation Ltd (IOCL) manufactures petroleum and petroleum products and is engaged in the exploration and refining of crude oil. Its products include lubricating oils, liquid petroleum gas, aviation turbine fuel, etc. IOC's presence across the...