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پست‌های کانال
| 2 |  بدون متن... | 172 |
| 3 | INDIGO , SPICEJET:
DOMESTIC AIRFARES SURGE UP TO 68% AHEAD OF FESTIVE SEASON ; ET
• Domestic airfares on key routes have risen sharply ahead of the festive and year-end travel season.
• Delhi–Hyderabad fares are up around 68% YoY, while Mumbai–Kolkata fares have increased about 51% YoY.
• Airlines have cut domestic flight frequencies by around 5%, while overall seat capacity remains broadly stable.
• Lower flight frequency and strong festive travel demand are supporting higher ticket yields.
• However, higher ATF prices remain a cost pressure and could partly offset the benefit from stronger fares. | 145 |
| 4 | INDIAN MARKET — POSITIVE & NEGATIVE CUES
POSITIVE
• HDFC Bank: New CEO announcement + strong Q2 business update
• Banking: Mid-sized banks outperformed with strong Q2 business growth
• IT: Accenture Q4 earnings and improved outlook support Indian IT sentiment
• Technical: Nifty support at 22,200
NEGATIVE / CAUTION
• Bonds, crude oil and Dollar Index largely unchanged from Thursday levels
• Global macro cues remain a concern | 109 |
| 5 | 📊 TOP YOY LOAN GROWTH
Ujjivan SFB: 32.1%
Equitas SFB: 29.6%
AU SFB: 27.9%
UCO Bank: 26.0%
J&K Bank: 23.7%
CSB Bank: 22.0%
💰 TOP YOY DEPOSIT GROWTH
AU SFB: 28.6%
Bank of India: 21.6%
Punjab & Sind Bank: 20.3%
Equitas SFB: 20.2%
Ujjivan SFB: 20.0%
YES Bank: 19.5% | 64 |
| 6 | 🏦 DEPOSIT GROWTH
• Total deposits: +15.0% YoY | +5.3% QoQ | ₹139.3 lakh crore
• AU SFB led YoY growth at 28.6%, followed by Bank of India 21.6%, Punjab & Sind Bank 20.3%, Equitas SFB 20.2% and Ujjivan SFB 20.0%
• YES Bank led QoQ deposit growth at 12.3%, followed by IDBI Bank 9.2%, South Indian Bank 9.1%, Bank of India 8.3% and AU SFB 8.1%
• HDFC Bank deposits: +18.8% YoY | +4.9% QoQ | ₹33.28 lakh crore
• PSU Banks: +13.2% YoY | +4.9% QoQ
• Mid-sized Private Banks: +18.0% YoY | +7.7% QoQ | 49 |
| 7 | BANKS Q2 FY27: LOAN & DEPOSIT GROWTH
📈 LOAN GROWTH
• Domestic advances: +15.9% YoY | +4.1% QoQ | ₹111.6 lakh crore
• Ujjivan SFB led YoY growth at 32.1%, followed by Equitas SFB 29.6%, AU SFB 27.9%, UCO Bank 26.0% and J&K Bank 23.7%
• AU SFB led QoQ growth at 7.0%, followed by KVB 6.6%, Ujjivan SFB 6.5% and Equitas SFB 6.4%
• HDFC Bank advances: +14.3% YoY | +3.4% QoQ | ₹31.65 lakh crore
• PSU Banks: +15.9% YoY | +4.4% QoQ
• Mid-sized Private Banks: +20.1% YoY | +4.3% QoQ | 42 |
| 8 | NOMURA ON INDIA STRATEGY
KEY TAKEAWAYS
Rising yields, fading premium: Stay selective
Recent market correction also reflects relative growth concerns
Stay valuation conscious
Cut target multiple to 17x from 18.5x, mainly to reflect higher yields
Prefer a bottom-up approach: favour value, be selective in growth, and avoid chasing narratives | 37 |
| 9 | CITI ON ITC
Target ₹300
Earlier Target ₹270
Recommendation Buy
KEY TAKEAWAYS
Mitigation actions progressing better than initially expected
Profitability appears to be bottoming
Earnings downgrade cycle is largely over
Risk-Reward Favorable Despite Near-Term Pressures | 34 |
| 10 | Poonawalla Fincorp Ltd : BUSINESS UPDATE FOR QUARTER ENDED SEPTEMBER 2026
• Assets Under Management (AUM) stood at approximately ₹73,950 Cr as of 30th September 2026
• Company maintains liquidity of approximately ₹6,400 Cr as of 30th September 2026
• The company stated its focus remains on business expansion and building a long-term sustainable profitable model
• Information provided is provisional and subject to limited review by statutory auditors | 33 |
| 11 | INVESTEC ON L&T
Target ₹4,870
Earlier Target ₹4,640
Recommendation Buy
KEY TAKEAWAYS
Sees higher value in Realty and Manufacturing businesses
Manufacturing and Realty could account for over 30% of L&T's market value
Currently contribute less than 10% of FY26E EBITDA currently
Robust order backlog to drive 20% + EBITDA and EPS CAGR over FY26-29E
Deploying capital into green hydrogen projects, data centres, fabless semiconductors
These businesses viewed as long-term optionalities | 32 |
| 12 | MORGAN STANLEY ON
INDIAN IT
KEY TAKEAWAYS
Accenture results beat MS estimates and consensus
FY27 growth outlook ahead of estimates
Expects positive sentiment for Indian IT stocks after Accenture results
Pickup in short-cycle deals is positive for sector
Middle East spending disruption has stabilised
Macro environment remains largely unchanged | 31 |
| 13 | CLSA ON AUTO
KEY TAKEAWAYS
Auto registrations remained buoyant on absolute volume basis Sept 2026
Strong YoY growth aided by weak Sept 2025 base
Tractor volumes fell for M&M and Escorts Kubota
El Nino weighed on tractor demand
GST cut enters the base from next month
FY27 volume growth seen in high-single to low-double digits | 31 |
| 14 | MORGAN STANLEY ON KOTAK MAHINDRA BANK
Target ₹535
Recommendation Overweight
KEY TAKEAWAYS
RBI approves Anup Kumar Saha as MD & CEO
Joined Kotak Mahindra Bank in January 2026
At Bajaj Finance from October 2017 to January 2026
Brings strong analytics-driven consumer finance expertise
Experience from Bajaj Finance and ICICI Bank | 31 |
| 15 | MORGAN STANLEY ON HDFC BANK
Target ₹1025
Recommendation
Overweight
KEY TAKEAWAYS
RBI approves Anup Bagchi as HDFC Bank MD & CEO for 3-year term
CEO succession issue had been overhang on stock
Sees announcement reducing uncertainty
Stock has underperformed Bankex by 19 percentage points YTD | 34 |
| 16 | NOMURA ON NYKAA
Target ₹411
Recommendation Buy
KEY TAKEAWAYS
Q2: Strong revenue growth sustains
BPC sustains strong momentum
Fashion revenue growth continues to accelerate
Expect 8.7% EBITDA margin | 29 |
| 17 | BOFA ON NYKAA
Target ₹370
Recommendation Neutral
KEY TAKEAWAYS
Q2 commentary: Another strong quarter for GMV growth
Q2 growth slower than 1Q; Margin to inch up qoq to 8.9%
Limited room for surprise; Consensus est. have inched up | 29 |
| 18 | NOMURA ON INDIGO
Target ₹6000
Recommendation Buy
KEY TAKEAWAYS
Large order book will allow domestic dominance and global expansion
High yields and lean cost structure to overcome 50-70% of cost increase
See Revenue/EBITDA CAGRs at 16%/38% in FY26-29 | 30 |
| 19 | CLSA ON INDIAN IT
KEY TAKEAWAYS
Accenture FY27 guidance of 3-6% beat expectations
Accenture continues to outgrow Indian IT peers
CLSA sees only low-single-digit growth for Indian IT
Signals downside risk to FY28 earnings estimates
Maintains Hold ratings on TCS, Infosys, HCLTech and Tech Mahindra | 30 |
| 20 | MACQUARIE ON KOTAK MAHINDRA BANK
Target ₹500
Recommendation
Outperform
KEY TAKEAWAYS
Anup Saha appointed MD & CEO for 3 years
Appointment largely on expected lines
Kotak remains a top sector pick
Longer runway supports transformation plans
Saha's experience in managing higher-yielding loan book a key positive
Immediate focus on leadership stability | 31 |
