Mirae Asset Sharekhan

PNB Housing Finance Ltd & Cholamandalam Investment and Finance Company Ltd are covered in today's Stocks to Buy Now podcast. PNB Housing Finance Ltd: The Analyst maintains a positive view on PNB Housing Finance Ltd. Steady growth outlook and benign asset quality are likely to support profitability over FY25-27E. We expect PNBHF to deliver a healthy ~18% CAGR in the loan book and ~20% CAGR in PAT over FY25-27E. Cholamandalam Investment and Finance Company Ltd: The analyst maintains a BUY rating. CIFC delivered above-estimate growth in net earnings for Q4FY25. We expect NIM expansion in a declining rate environment led by vehicle finance in FY26E. Overall, NIM is expected to improve by 10-15 bps along with a reduction in credit cost by 10 bps in FY26. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

Hey Vivek! We are pleased to hear about your experience. Thank you for the review and the perfect 5-star rating! :) Disclaimer - https://t.co/OPto0ucupG#MiraeAssetSharekhan #Wealthcreation https://t.co/eRREdMpLl9 #MiraeAssetSharekhan #Wealthcreation

#UltraTechCement Ltd is covered in today's Stocks to Buy Now podcast. Analysts maintain a Buy rating on UltraTech, given its strong growth outlook over the next three years. For Q4 FY25, revenue grew 13% YoY to Rs. 23,063 crore, and EBITDA rose 12% to Rs. 4,618 crore. Cement demand grew 4% industry-wide, but Ultratech saw a 10% increase in sales volume. They are aiming for double-digit volume growth in FY26 and cost savings of Rs. 300 per tonne by FY27. Watch now to know more about UltraTech. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #UltraTechCement #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#OlaElectric: Deliveries of Roadster X motorcycle to commence in May 2025. How do you see the future of EVs shaping up in India? Disclaimer - https://t.co/OPto0ud2fe#Poll #MiraeAssetSharekhan #WealthCreation #OlaElectric #Poll #MiraeAssetSharekhan #WealthCreation

#CANFINHOMES Ltd & #PNBHousingFinance Ltd are covered in today's Stocks to Buy Now podcast. CANFIN HOMES Ltd The company reported a strong pick-up in disbursement growth, led by receding geographical headwinds. The e-khata issue is gradually resolving in the state of Karnataka and Telangana issue seems to be bottoming out. Hence, the management expects a 20% disbursement growth and ~15% AUM growth in FY26 is achievable PNB Housing Finance Ltd Analyst maintains positive view on PNB Housing Finance Ltd. Steady growth outlook and benign asset quality is likely to support profitability over FY25-27E. We expect PNBHF to deliver a healthy ~18% CAGR in loan book and ~20% CAGR in PAT over FY25-27E, with an RoA/RoE of 2.6%/13.9% by FY27. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #CANFINHOMES #PNBHousingFinance #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#PersistentSystems Ltd & #AxisBank Ltd are covered in today's Stocks to Buy Now podcast. Persistent Systems Ltd: The analyst maintains Buy on Persistent. The company is on a robust trajectory toward its $2 billion revenue goal by FY27, leveraging a $1.5 billion run rate and proven growth resilience. BFSI and Technology verticals are expected to lead growth in FY26. Axis Bank Ltd: The Analyst maintains a buy rating on Axis Bank. Q4 & FY25 earnings were subdued however bank is eyeing better outcomes in FY26E led by better system liquidity. Additionally, the normalization cycle for unsecured retail asset quality is currently in progress. We believe that intermittent headwinds in terms of muted business growth and volatility in asset quality are likely to recede over the next few quarters. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #PersistentSystems #AxisBank #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

India's Automotive & EV Market is growing at a rapid pace. With a $206 billion opportunity for EVs, by 2030, in India, the future of automotive is positive for the EV sector. Disclaimer- https://t.co/ZKfBstuTwh #MiraeAssetSharekhan #WealthCreation #EVSector #AutomotiveIndustry https://t.co/AwDqXyiALo #MiraeAssetSharekhan #WealthCreation #EVSector #AutomotiveIndustry

#BPCL is collaborating on the world’s first Hydrogen-Powered VTOL Aviation Ecosystem. Do you think hydrogen aviation is the future of sustainable travel? Disclaimer - https://t.co/OPto0ucupG#Poll #MiraeAssetSharekhan #WealthCreation #BPCL #Poll #MiraeAssetSharekhan #WealthCreation

To know more click here: https://t.co/c7j1Eb2Ve2Source - Mirae Asset Sharekhan Research Team Disclaimer - https://t.co/OPto0ud2fe #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation