Buy

Despite relatively stable profitability, Jindal Stainless (JSL) has underperformed its carbon steel players over the past 12 months, primarily due to the concerns on earnings growth.

CY24 was a transformative year for Varun Beverages Limited (VBL), marked by strong growth, global expansion, and unwavering sustainability commitments.

We attended DLF’s Analyst Day, which included visits to several projects followed by a meeting with management.

DLF recently held an Analyst meet. Management reiterated focus on achieving DLF’s medium-term goal of execution of its INR 1,145bn GDV across its residential ongoing and upcoming/pipeline projects over the next 4–5 years.

Driven by its focus on high-mix, low-volume production, Unimech specializes in complex, high-precision aero tooling, GSE, electromechanical sub-assemblies and precision components.

We recommend a BUY on the stock with a target price of Rs 1,390/share, implying an upside of 10% from the CMP

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