Stock Market Live Update: Jefferies On Polycab
Maintain Buy with a target price of Rs 7,150
Mgmt expects incremental C&W industry demand to stay ahead of supply over next 5-Y
Key end-user segments driving Cables demand are power, mobility, private capex and exploration
Polycab targets to grow exports from 6% of sales in FY25 to 10% by FY30
Est FY25-28e EPS at +26%
Stock Recommendation Live: Investec On Ambuja Cement
Maintain Buy with a target price of Rs 836
Ambuja Cement analyst day, management restated its goals on capacity targets
Emphasized cost efficiencies with target EBITDA/t of Rs 1,500 by FY28
CFO’s message focused on capital allocation, cash generation/conversion and customer-centric objectives
Management highlighted 19% of targeted cost savings were secured, 12% yet to be secured
Laid out broader building blocks for the same
Stock Recommendation Live: CLSA On DLF
Maintain High Conviction Outperform with a target price of Rs 1,025
Restrained aggression
High governance shown in supply management, pricing, capital allocation
Strong governance – calibrated strategy on pricing and supply
Prudent capital management – lowered debt and avoided equity dilution
Focus on cashflows and not just presales
Raise FY26-28 pre-sales estimates by 20-30%
Stock Recommendation Live: Invest4edu Suggests Buy For Bajaj Finserv
Invest4edu Research And Investments Head Aditya Agarwala suggested a buy for Bajaj Finserve. The target price for the stock is Rs 2,150 apiece. The stop loss is at Rs 2,010 apiece.
Stock Recommendation Live: MOFSL Suggest Buy For SBI
Motilal Oswal Financial Services's Equity Technical Research, Wealth Management Vice President suggested a buy for State Bank of India. The target price for the stock is Rs 855 apiece. The stop loss is at Rs 800 apiece.
Stock Recommendation Live: Buy J&K Bank With Rs 125
Nirmal Bang Securities Technical Research Assistant Vice President Swati Hotkar suggested a buy for the Jammu and Kashmir Bank Ltd. The target price is Rs 125, while the stop loss is at Rs 110 apiece.
Stock Market Live: MS On Apollo Hospitals
Maintain Overweight with a target price of Rs 7,242
Value unlocking could re-rate hospitals business
Apollo Hospital trades at discounts to its key peer because of 24/7 was a drag on returns
NewCo will be India's largest omni-channel pharmacy distribution and digital health company
NewCo has aggressive revenue and EBITDA targets
If it meets them, that in turn would generate shareholder value
Stock Market Live: Jefferies On Ambuja Cement
Maintain Buy with a target price of Rs 700
Ripe for Comeback
Gearing up for strong recovery after challenging FY25
Strategic focus areas laid out during the mgmt ppts
Stablising of the key M&As behind
Co is prioritising cost efficiency, cap expansion and use of tech in the business
Mgmt sounded confident of Q4 turnaround sustaining
Came enthused post the meeting and bring back Ambuja among Top picks in Cement space
Stock Recommendation Live: MS on Dixon Technologies
Downgrade to Underperform from Equal-weight; Hike TP to Rs 11563 from Rs 8696
Downgrade Dixon as we see higher competition in its core EMS business
Component manufacturing is a step in the right direction, but it could be tougher to execute than the core EMS business
Stock Recommendation Live: Buy Cummins India With Target Price Rs 3,520
Angel One Senior Analyst Sneha Seth suggested a buy for Cummins India with a target price Rs 3,520 apiece. The stop loss is at Rs 3,349 apiece.
Stock Recommendation Live: Hold Tata Motors, Says Mehta Equities
Mehta Equities Analyst Prashanth Tapse suggested a Hold for Tata Motors Ltd. The attractive entry point is Rs 650 apiece, aligning with a buy-on-dips approach.
It's advisable to hold the stock for the long term to unlock its full potential. The company may face earnings pressure amid the global slowdown in automobile sales, he said.
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