KEY HIGHLIGHTS
Stock Recommendations LIVE: Morgan Stanley on Tata Motors
Maintain Equal-weight with TP of Rs 715
JLR Q1 Volumes: Strong Mix Helps Party Offset Weak Volume and Tariff Headwinds
Mix of high-margin models - RR, RR Sport and Defender, improved to 77.2%
Expect JLR to deliver Q1 EBITDA and EBIT margin of 11.4%/5.9%
Expect consolidated business margins to decline 350 bps YoY
Stock Recommendations LIVE: Aditya Agarwala of Invest4edu on Petronet LNG
Aditya Agarwala, Head of Research And Investments, Invest4edu has recommended a 'buy' with a stop loss of Rs 295 at a target price of Rs 330.
Stock Recommendations LIVE: Morgan Stanley on Schloss Bangalore
Initiate Overweight with TP of Rs 549
Leela, the Luxury Play
One of the limited ways to play the India luxury story
Overweight rating driven by a higher-for-longer upcycle
See strong demand for luxury experiences
Has iconic assets with a low net debt position and attractive valuation
Steady execution can drive re-rating but concentration risk is key to watch
Stock Recommendations LIVE: Sneha Seth of Angel One on Samvardhana Motherson International
Sneha Seth, Senior Analyst, Angel One recommends a 'buy' on Samvardhana Motherson International at Rs 155.25-155.75 in short term cash with a stop loss of Rs 152.5 at a target price of Rs 161.
Stock Recommendations LIVE: Jefferies on Siemens Energy
Maintain Buy with TP of Rs 3,500
Power Capex Play - Margin upside ahead
India’s largest power equipment player by market cap at $12 bn vs GE and Hitachi at $7-10 bn
Offers solutions for power transmission, generation and industrials from 8 factories in India
Expect Siemens Energy to see 50% EPS CAGR in Sept. 24-27
See robust power capex pipeline and operating leverage-linked margin accretion
Stock Recommendations LIVE: Aditya Agarwala on IIFL
Aditya Agarwala, Head of Research And Investments, Invest4edu has suggested a 'buy' on Cummins India stock with a stop loss of Rs 3,350 at a target price of Rs 3,550.
Stock Recommendations LIVE: HSBC on Divis Lab
Upgrade to Buy from Reduce; Hike TP to Rs 7900 from Rs 5020
A long runway of growth
See a long runway of growth for Divi’s led by tirzepatide, other peptides, and contrast media in medium term
For Divi’s, we see revenue potential of $450m from peptides and $260m from contrast media by 2030
Expect FY25-28e EPS CAGR of 23%
Stock Recommendations LIVE: Nilesh Jain suggests buying Tata Consumer Products
Nilesh Jain, Head VP- Technical & Derivatives Research,(Equity Research), Centrum Broking Ltd recommends a 'buy' on the Tata Consumer Products stock with a stop loss of Rs 1,085 at a target price of Rs 1,151.
Stock Recommendations LIVE: Macquarie on Kotak Mahindra Bank
Maintain Neutral with TP of Rs 2300
Q1 pre-quarter: Better-than-expected performance on loan and deposit growth fronts
QoQ CASA decline can be attributed to the Q1 seasonality
What to focus on? - NIM compression and ability to manage credit costs
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