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| Posts | Views | Shares | Views dynamics |
01 Stocks To Watch | 📊Ready, set, trade! Keep an eye on these stocks as they set the market abuzz | 56 | 0 | Loading... |
02 MACQUARIE ON UNITED SPIRITS
Maintain Underperform with target price of Rs 910
• Q4 beat on gross margin surprise
• PAT beat was sharper given higher other income
• Consolidated performance benefited from lower-than- 19900 expected losses in subsidiaries.
CLSA ON IRB INFRA
• Maintain Buy with target price of Rs 81
• Patiently accumulating growth assets and creating long-term value
• Key play on NHAI's $31bn asset monetisation in Modi 3.0
• 15%-20% in new assets it aims to win in India's asset monetisation plan
• Think IRB, India's no.1 toll platform, has steam left from re-leveraging its equity.
JEFFERIES ON NTPC
Maintain Buy; Hike target price to Rs 445 from Rs 415
• Q4 profit was in line with our expectations
• Execution pace to pick up
• Earnings visibility improves with thermal
• Regulated ROE in place at 15.5% for FY25-29
• Re-rating to continue with execution M J ND ramp-up.
Jefferies On GMR Airports
Initiate Buy, Target `100/Sh
Co Is Evolving From Utility To A Retail Consumption Play
Co Is Slated To Benefit From Strong Air Traffic Growth Outlook
Co Is Slated To Benefit From Travel Retail Opportunity, Upward Reset In Aero Tariffs
Simplification Of Corp Structure, Improvement In Leverage Ratios Will Support Re-rating
Expect Co’s EBITDA CAGR Of 32% Over FY24-FY27 | 55 | 0 | Loading... |
03 JPMORGAN ON EXIDE
• Maintain Overweight; Hike target price to Rs 520 from Rs 480
• Believe Exide is well positioned to deliver across all businesses
• Margins in lithium ion cell business likely to be in mid-teens at full capacity utilization
• Industrials demand (lead acid batteries) should not be underappreciated.
INCRED ON DIVIS LAB
• Upgrade to Add from Reduce; Hike target price to Rs 4,707 from Rs
• Q4 performance beats expectations
• Substantial rise in enquiries in CCS business
• Visibility improving in CCS business
• Hike FY25F/26F EPS by 12%/13%.
POWER MECH Q4 CONCALL HIGHLIGHTS
Mechanical: Revenue increased by 19% to ₹176 crore from ₹148 crore.
Civil (including Railway & Water Distribution): Revenue remained almost flat at ₹766 crore.
Wind: Revenue grew by 43% to ₹350 crore from ₹247 crore.
Electrical: Revenue declined by 66% to ₹6 crore from ₹18 crore.
Domestic vs. International Business: 90% of the revenue came from domestic business and 10% from international business.
Power vs. Non-Power Sector
Contribution: Both sectors contributed equally at 51% each.
Order Book: The company secured orders worth ₹8,759 crore in FY 2 4 against a target of ₹10,000 crore. The backlog as of March 31, 2024 is around ₹57,053 crore.
Margin Profile: The overall margin profile improved with a margin of 12.37% in FY 2 4 compared to 11.62% in FY 2 3.
■ Future Outlook:
Company expects to achieve a revenue growth of 30% in FY 2 5 and further margin improvement.
They are targeting an order book of ₹12,000 crore for FY 25.
Wind and MDO businesses are expected to provide stability in revenue and margins. | 48 | 0 | Loading... |
04 JPMORGAN ON EXIDE
• Maintain Overweight; Hike target price to Rs 520 from Rs 480
• Believe Exide is well positioned to deliver across all businesses
• Margins in lithium ion cell business likely to be in mid-teens at full capacity utilization
• Industrials demand (lead acid batteries) should not be underappreciated.
JEFFERIES ON DIVIS LAB
Hold Call, Target Raised To Rs 4,050
Q4 Ahead Of Estimates As Custom Synthesis Sales Surged By 47% YoY
Q4 EBITDA Margin Rises To A Multi-quarter High In Consequence
Custom Synthesis Benefited From Q4 Seasonality And Two Commercial Contracts
Co Looks Like It Is Set To Spring Back To Its Growth Path
See Co’s Growth Patch Factored Into Stock, Which Trades At 41x FY26 PE Valuation | 37 | 0 | Loading... |
05 JEFFERIES ON DIVIS LAB
Hold Call, Target Raised To Rs 4,050
Q4 Ahead Of Estimates As Custom Synthesis Sales Surged By 47% YoY
Q4 EBITDA Margin Rises To A Multi-quarter High In Consequence
Custom Synthesis Benefited From Q4 Seasonality And Two Commercial Contracts
Co Looks Like It Is Set To Spring Back To Its Growth Path
See Co’s Growth Patch Factored Into Stock, Which Trades At 41x FY26 PE Valuation | 37 | 0 | Loading... |
06 POWER MECH Q4 CONCALL HIGHLIGHTS
Mechanical: Revenue increased by 19% to ₹176 crore from ₹148 crore.
Civil (including Railway & Water Distribution): Revenue remained almost flat at ₹766 crore.
Wind: Revenue grew by 43% to ₹350 crore from ₹247 crore.
Electrical: Revenue declined by 66% to ₹6 crore from ₹18 crore.
Domestic vs. International Business: 90% of the revenue came from domestic business and 10% from international business.
Power vs. Non-Power Sector
Contribution: Both sectors contributed equally at 51% each.
Order Book: The company secured orders worth ₹8,759 crore in FY 2 4 against a target of ₹10,000 crore. The backlog as of March 31, 2024 is around ₹57,053 crore.
Margin Profile: The overall margin profile improved with a margin of 12.37% in FY 2 4 compared to 11.62% in FY 2 3.
■ Future Outlook:
Company expects to achieve a revenue growth of 30% in FY 2 5 and further margin improvement.
They are targeting an order book of ₹12,000 crore for FY 25.
Wind and MDO businesses are expected to provide stability in revenue and margins. | 38 | 0 | Loading... |
07 POWERGRID Q4 CONCALL HIGHLIGHTS
OUTLOOK
Projected Capital Expenditure (CAPEX) of Rs. 2,07,500 crore by 2032, allocated to transmission, solar generation, smart metering, and data center operations.
Implementing projects for green energy evacuation, notably in Rajasthan and Andhra Pradesh.
Aiming to join the "One Sun One World One Grid" initiative, with potential links to Singapore, Oman, UAE, and other countries.
One new 100 KV line project at Faridabad under RTM is under progress and will be commissioned by December 31, 2025
Management Discussion and Q&A
• Investors expressed concerns about the lack of a concrete plan for future acquisitions and growth.
• Management responded by mentioning that they are already in talks to acquire a balance 26% stake and are exploring acquisitions from State governments. However, they clarified that acquiring assets from State governments is a lengthy process that may take a few years. | 37 | 0 | Loading... |
08 Stocks to watch | 48 | 0 | Loading... |
09 Asian markets advance | 48 | 0 | Loading... |
10 Media files | 46 | 0 | Loading... |
11 1. Paras Defence & Space -
Weak Q4 but Hedge Fund Hudson Rivers acquired 47k shares. | 46 | 0 | Loading... |
12 ACTION TODAY
U.S: Memorial Day holiday, markets closed
Earnings-NMDC, Natco Pharma, LIC, NALCO
GM Breweries board to mull bonus issue
Lock-in period ends for-Tata Technologies (65%)+Juniper Hotels (5%)+GPT Healthcare (5%)
Vodafone Idea-Anchor lockin (50%) of 18k cr FPO.
Veranda Learnings
Signs MoU with the KSDC (Karnataka Skill Development Corporation) to assist in the implementation of Wealth Management Course which is part of the Kalike Jothege Kaushalya.
RVNL:
emerges as the Lowest Bidder (L1) from Maharashtra Metro Rail Corporation Limited (Nagpur Metro) for “Construction of 6 Elevated Metro Stations for a cost of 187.34 crore.
Tata Steel
NCLT Kolkata Bench approved merger of Tata Steel Limited and The Indian Steel & Wire Products Limited. Order is pending sanction of NCLT Mumbai.
+
Calcutta HC dismissed writ petition for waiver of loans from the Steel Development Fund worth `2,751cr.
From Agencies
Expect sales to grow faster than industry this fiscal: JLR India
India's Q4 FY24 GDP likely to have grown at 6.1-6.7%: Economists | 45 | 0 | Loading... |
13 Media files | 39 | 0 | Loading... |
14 ADANI ENERGY, ADANI ENT ; Adani Enterprises, Adani Energy Solutions boards to approve $3.5-4 billion fundraise.
Note : Adani Energy Fund Raising Meet On 27 May. Adani Ent Fund Raising Meeting On 28 May.
Jefferies on GMR Airports
Initiate Buy with TP of Rs 100
Evolving from utility to a retail consumption play
Expect EBITDA CAGR of 32% over FY24-FY27.
EXCEL INDUSTRIES: CO ENTERS INTO A LONG-TERM SUPPLY AGREEMENT WITH A MULTINATIONAL CO || THIS CONTRACT, SPANNING 5 YEARS, IS PROJECTED TO GENERATE ESTIMATED REVENUE OF RUPEES 50-70 CRORES FOR THE CO OVER THE DURATION OF THE CONTRACT. | 41 | 0 | Loading... |
15 GIFT Nifty trading with a premium of nearly 10 points from Nifty Futures' Friday close, indicates a muted start for the Indian market | 43 | 0 | Loading... |
16 Consolidated PAT was a miss driven by lower profit contributions from subsidiaries: MS on NTPC | 43 | 0 | Loading... |
17 Credit costs at Asirvad Microfinance are likely to remain elevated in near-term, gain expected in gold loans biz as smaller NBFCS cope with ₹20,000 cash disbursements limit
MS on #ManappuramFin | 41 | 0 | Loading... |
18 Q4 ahead of estimates as custom synthesis sales surged by 47% YoY, maintain hold call: Jefferies on Divi's Labs | 39 | 0 | Loading... |
19 Earnings Score Card | Here's how these companies performed in Q4FY24 #StockMarket #Earnings #Q4Results | 42 | 0 | Loading... |
20 Media files | 47 | 0 | Loading... |
21 News Alert | PM reviews preparedness for cyclone “Remal” over North Bay of Bengal #CycloneRemal | 45 | 0 | Loading... |
22 Brokerage Radar | Jefferies on GMR Airports initiates buy with target price of Rs 100 @Jefferies #GMRAirports | 40 | 0 | Loading... |
23 Here's a quick look at the stocks under F&O ban on NSE - May 27 | 39 | 0 | Loading... |
24 Cues This Morning | 📈Nifty hits record high last week, above 23000
Get ready for today's trading session with the latest global and Indian markets news wrap! | 42 | 0 | Loading... |
25 Media files | 40 | 0 | Loading... |
26 Brokerage Radar | Jefferies on NTPC maintains buy; hikes target price to Rs 445 from Rs 415 @Jefferies @ntpclimited | 43 | 0 | Loading... |
27 Brokerage Radar | CLSA on IRB Infra maintains buy with target price of Rs 81 @CLSAInsights | 38 | 0 | Loading... |
28 Brokerage Radar | CLSA on Manappuram Finance maintains buy; cuts target price to Rs 220 from Rs 230 @CLSAInsights @ManappuramMAFIL | 38 | 0 | Loading... |
29 Brokerage Radar | Macquarie on United Spirits maintains underperform with target price of Rs 910 @Macquarie | 39 | 0 | Loading... |
30 Brokerage Radar | Citi on Torrent Pharma maintains buy; hikes target price to Rs 3,000 from Rs 2,960 @Citi @TorrentPharmaIn | 50 | 0 | Loading... |
31 Brokerage Radar | CLSA on Hindalco maintains Buy with target price of Rs 770 @CLSAInsights @Hindalco_World | 40 | 0 | Loading... |
32 Global Markets | Here's a look at how global equities performed overnight📈 #Nasdaq #DowJones #FTSE #CAC #DAX | 38 | 0 | Loading... |
33 Brokerage Radar | CLSA on Sun TV maintains outperform; hikes target price to Rs 720 from Rs 675 @CLSAInsights @SunTV | 43 | 0 | Loading... |
34 Brokerage Radar | CLSA on Ashok Leyland maintains buy; hikes target price to Rs 258 from Rs 238 @CLSAInsights @Ashokleyland9 | 41 | 0 | Loading... |
35 Here's how commodities fared overnight!📈 #Brent #Gold #Crude #Silver #Copper #Zinc #Aluminium | 45 | 0 | Loading... |
36 Brokerage Radar | Incred on Divis Lab upgrades to Add from Reduce; Hikes target price to Rs 4,707 from Rs 3,333 @IncredMoney | 53 | 0 | Loading... |
37 Brokerage Radar | JPMorgan on Exide maintains Overweight; Hikes target price to Rs 520 from Rs 480 @jpmorgan | 53 | 0 | Loading... |
38 NewsFlash | Severe Cyclonic Storm “Remal" very likely to cross Bangladesh & adjoining West Bengal by midnight, says IMD | 157 | 0 | Loading... |
39 The Income Tax Department raided Surana Jewellers in Nashik in response to allegations that the proprietor had made concealed transactions. The Income Tax Department conducted raids and confiscated around Rs 26 crore in cash and papers pertaining to undeclared wealth worth Rs 90 crore. | 155 | 0 | Loading... |
Stocks To Watch | 📊Ready, set, trade! Keep an eye on these stocks as they set the market abuzz
MACQUARIE ON UNITED SPIRITS
Maintain Underperform with target price of Rs 910
• Q4 beat on gross margin surprise
• PAT beat was sharper given higher other income
• Consolidated performance benefited from lower-than- 19900 expected losses in subsidiaries.
CLSA ON IRB INFRA
• Maintain Buy with target price of Rs 81
• Patiently accumulating growth assets and creating long-term value
• Key play on NHAI's $31bn asset monetisation in Modi 3.0
• 15%-20% in new assets it aims to win in India's asset monetisation plan
• Think IRB, India's no.1 toll platform, has steam left from re-leveraging its equity.
JEFFERIES ON NTPC
Maintain Buy; Hike target price to Rs 445 from Rs 415
• Q4 profit was in line with our expectations
• Execution pace to pick up
• Earnings visibility improves with thermal
• Regulated ROE in place at 15.5% for FY25-29
• Re-rating to continue with execution M J ND ramp-up.
Jefferies On GMR Airports
Initiate Buy, Target `100/Sh
Co Is Evolving From Utility To A Retail Consumption Play
Co Is Slated To Benefit From Strong Air Traffic Growth Outlook
Co Is Slated To Benefit From Travel Retail Opportunity, Upward Reset In Aero Tariffs
Simplification Of Corp Structure, Improvement In Leverage Ratios Will Support Re-rating
Expect Co’s EBITDA CAGR Of 32% Over FY24-FY27
JPMORGAN ON EXIDE
• Maintain Overweight; Hike target price to Rs 520 from Rs 480
• Believe Exide is well positioned to deliver across all businesses
• Margins in lithium ion cell business likely to be in mid-teens at full capacity utilization
• Industrials demand (lead acid batteries) should not be underappreciated.
INCRED ON DIVIS LAB
• Upgrade to Add from Reduce; Hike target price to Rs 4,707 from Rs
• Q4 performance beats expectations
• Substantial rise in enquiries in CCS business
• Visibility improving in CCS business
• Hike FY25F/26F EPS by 12%/13%.
POWER MECH Q4 CONCALL HIGHLIGHTS
Mechanical: Revenue increased by 19% to ₹176 crore from ₹148 crore.
Civil (including Railway & Water Distribution): Revenue remained almost flat at ₹766 crore.
Wind: Revenue grew by 43% to ₹350 crore from ₹247 crore.
Electrical: Revenue declined by 66% to ₹6 crore from ₹18 crore.
Domestic vs. International Business: 90% of the revenue came from domestic business and 10% from international business.
Power vs. Non-Power Sector
Contribution: Both sectors contributed equally at 51% each.
Order Book: The company secured orders worth ₹8,759 crore in FY 2 4 against a target of ₹10,000 crore. The backlog as of March 31, 2024 is around ₹57,053 crore.
Margin Profile: The overall margin profile improved with a margin of 12.37% in FY 2 4 compared to 11.62% in FY 2 3.
■ Future Outlook:
Company expects to achieve a revenue growth of 30% in FY 2 5 and further margin improvement.
They are targeting an order book of ₹12,000 crore for FY 25.
Wind and MDO businesses are expected to provide stability in revenue and margins.
JPMORGAN ON EXIDE
• Maintain Overweight; Hike target price to Rs 520 from Rs 480
• Believe Exide is well positioned to deliver across all businesses
• Margins in lithium ion cell business likely to be in mid-teens at full capacity utilization
• Industrials demand (lead acid batteries) should not be underappreciated.
JEFFERIES ON DIVIS LAB
Hold Call, Target Raised To Rs 4,050
Q4 Ahead Of Estimates As Custom Synthesis Sales Surged By 47% YoY
Q4 EBITDA Margin Rises To A Multi-quarter High In Consequence
Custom Synthesis Benefited From Q4 Seasonality And Two Commercial Contracts
Co Looks Like It Is Set To Spring Back To Its Growth Path
See Co’s Growth Patch Factored Into Stock, Which Trades At 41x FY26 PE Valuation
JEFFERIES ON DIVIS LAB
Hold Call, Target Raised To Rs 4,050
Q4 Ahead Of Estimates As Custom Synthesis Sales Surged By 47% YoY
Q4 EBITDA Margin Rises To A Multi-quarter High In Consequence
Custom Synthesis Benefited From Q4 Seasonality And Two Commercial Contracts
Co Looks Like It Is Set To Spring Back To Its Growth Path
See Co’s Growth Patch Factored Into Stock, Which Trades At 41x FY26 PE Valuation
POWER MECH Q4 CONCALL HIGHLIGHTS
Mechanical: Revenue increased by 19% to ₹176 crore from ₹148 crore.
Civil (including Railway & Water Distribution): Revenue remained almost flat at ₹766 crore.
Wind: Revenue grew by 43% to ₹350 crore from ₹247 crore.
Electrical: Revenue declined by 66% to ₹6 crore from ₹18 crore.
Domestic vs. International Business: 90% of the revenue came from domestic business and 10% from international business.
Power vs. Non-Power Sector
Contribution: Both sectors contributed equally at 51% each.
Order Book: The company secured orders worth ₹8,759 crore in FY 2 4 against a target of ₹10,000 crore. The backlog as of March 31, 2024 is around ₹57,053 crore.
Margin Profile: The overall margin profile improved with a margin of 12.37% in FY 2 4 compared to 11.62% in FY 2 3.
■ Future Outlook:
Company expects to achieve a revenue growth of 30% in FY 2 5 and further margin improvement.
They are targeting an order book of ₹12,000 crore for FY 25.
Wind and MDO businesses are expected to provide stability in revenue and margins.
POWERGRID Q4 CONCALL HIGHLIGHTS
OUTLOOK
Projected Capital Expenditure (CAPEX) of Rs. 2,07,500 crore by 2032, allocated to transmission, solar generation, smart metering, and data center operations.
Implementing projects for green energy evacuation, notably in Rajasthan and Andhra Pradesh.
Aiming to join the "One Sun One World One Grid" initiative, with potential links to Singapore, Oman, UAE, and other countries.
One new 100 KV line project at Faridabad under RTM is under progress and will be commissioned by December 31, 2025
Management Discussion and Q&A
• Investors expressed concerns about the lack of a concrete plan for future acquisitions and growth.
• Management responded by mentioning that they are already in talks to acquire a balance 26% stake and are exploring acquisitions from State governments. However, they clarified that acquiring assets from State governments is a lengthy process that may take a few years.