Mirae Asset Sharekhan

#DixonTechnologies (India) Ltd & #JubilantFoodWorks Ltd are covered in today's Stocks to Buy Now podcast. 🔸Dixon Technologies (India) Ltd: Overall Q4FY25 revenue growth of 121% was led by strong performance in mobiles & EMS (194%) segments, offset by a 23% fall in consumer electronics. Home appliances and lighting segments were flat. The management has clocked a total volume of 28 million phones in FY25 and targets 45 million /60 million phones in FY26/27 respectively. We expect mobile & EMS divisions to sustain high growth momentum in FY2026-27 on strong orders from existing clients and client additions too. 🔸Jubilant FoodWorks Ltd: The analyst maintains a Buy on Jubilant FoodWorks (JFL). JFL continues to focus on network expansion, innovation, digitization, and operational excellence to drive revenue growth across brands and markets, while the rise in margin is likely to be led by backward integration, focus on enhancing unit economics, better sourcing, operating leverage, and improved efficiencies. These daily 3R Research Actionable Updates are investment ideas with a minimum holding period of 12 months. 👉Watch now to know more: https://youtu.be/Q1Dc6sbbys8?si=XyJ3vp-p9Dzxl4dYSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #DixonTechnologies #JubilantFoodWorks #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#PowerGridCorporationofIndiaLtd & #AmberEnterprisesIndiaLtd are covered in today's Stocks to Buy Now podcast. - Power Grid Corporation of India Ltd: The analyst maintains a Buy on the company. The result was soft due to slower capitalization in the year. The company is expected to deliver good growth going forward as the management has a strong capex/capitalization guidance of Rs. 28,000/25,000 crore in FY26. - Amber Enterprises India Ltd: Analysts have maintained a buy rating. Q4FY25 numbers were strong with revenue growth of 34% led by the consumer durables (up 27% y-o-y) and electronics (74% y-o-y) segments. Unlike peers, Amber saw good volume growth for RACs in April and May. Management has revealed its plan to invest Rs 3,000 crore in the electronics segment over five years. 👉Click here to watch now: https://youtu.be/ZlUmTIdwa9s?si=ITsRgyoIBND5k49KSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #PowerGridCorporationofIndiaLtd #AmberEnterprisesIndiaLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#BharatElectronicsLtd & #GodrejConsumerProductsLtd are covered in today's Stocks to Buy Now podcast. - Bharat Electronics Ltd: Analysts have maintained BUY on the company, factoring in the strong order inflow pipeline and order book. Q4FY25 was a stellar quarter, beating estimates on all fronts. Revenue grew by 7% y-o-y to Rs. 9,150 crore with margins rising 407 bps y-o-y. Consequently, PAT surged 18% y-o-y to Rs. 2127 crore. - Godrej Consumer Products Ltd: The analyst maintains a Buy on Godrej Consumer Products Ltd (GCPL). GCPL’s Q4FY25 numbers were soft with consolidated revenues growing 6% y-o-y (domestic volumes grew 4% y-o-y), OPM falling 136 bps y-o-y to 21.1%, and adjusted PAT declining by 21% y-o-y. In FY26, GCPL targets high-single-digit consolidated revenue growth (driven by mid-high single-digit standalone volume growth) and double-digit EBITDA growth. 👉Watch now to know more: https://youtu.be/MFKnh2b1tb4?si=m1snBJGUHDEk_MxUSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #BharatElectronicsLtd #GodrejConsumerProductsLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#KalpataruProjectsInternational Ltd & #KirloskarOilEngines Ltd are covered in today's Stocks to Buy Now podcast. 🔸Kalpataru Projects International Ltd: Analyst maintains BUY rating on KPIL factoring strong Q4 performance. FY25 order inflows stood at Rs. 25,475 crore, taking the total order book to Rs. 64,495 crore, representing a strong revenue visibility for three years. KPIL had a strong performance driven by healthy execution in the T&D business domestically and internationally and healthy performance in the civil business. 🔸Kirloskar Oil Engines Ltd: Analyst maintains BUY rating on KOEL factoring strong sequential Q4 performance. The company has experienced the highest-ever BU sales in Powergen on the back of reviving demand for the gensets. Within the Powergen segment, HHP sales contributed strongly for FY25. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #KalpataruProjectsInternational #KirloskarOilEngines #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#HindustanAeronauticsLtd & #SaregamaIndiaLtd are covered in today's Stocks to Buy Now podcast. - Hindustan Aeronautics Ltd: The analyst maintains a BUY rating. Q4 Revenues fell by 7%, while OPM surged 889 bps and led operating profit to grow 20% to Rs 5,305 crore. Led by margin improvement, PAT rose 24%. Order book stood robust at Rs 1.8 lakh crore as of Q4-end. The company has a strong order pipeline worth Rs. 1.0 lakh crore in 1-2 years. - Saregama India Ltd: The analyst maintains a positive view of Saregama, as the company’s unique model is the only music label with a live events vertical, coupled with aggressive content investments, positions it to capitalize on India’s digital entertainment boom. 👉Watch now to know more: https://youtu.be/4eP6l3mB4Hw?si=dD-exDZWFHqrd7UQSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #HindustanAeronauticsLtd #SaregamaIndiaLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#TitanCompanyLtd & #GarwareHiTechFilms Ltd are covered in today's Stocks to Buy Now podcast. - Titan Company Ltd: The analyst maintains Buy on Titan Company Ltd (Titan). Titan’s Q4FY25 performance was good with consolidated revenues (ex-bullion sales) growing by 21% y-o-y led by double-digit growth across key businesses. EBITDA margin rose by 77 bps y-o-y to 10.3% and PAT grew by 13% y-o-y. The company eyes healthy double-digit revenue growth driven by a good wedding season in Q1. - Garware Hi-Tech Films Ltd: The analyst maintains a Positive view of the stock. Management expects strong growth for the next two years, supported by the doubling of capacity of the PPF segment, traction in the architectural segment, and a rise in margins with backward integration. They have guided for a topline of Rs. 2500 crore in FY26 and a further 20-25% growth in FY27. 👉Click here to watch now: https://youtu.be/4gQWGsJt4to?si=O1ZUBWOsbTU6xm0uSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #TitanCompanyLtd #GarwareHiTechFilms #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#IndianHotelsCompanyLtd & #MaxFinancialServicesLtd are covered in today's Stocks to Buy Now podcast. 🔸Indian Hotels Company Ltd: The analyst maintains a Buy on Indian Hotels Company Ltd (IHCL). IHCL’s Q4FY25 performance was strong, in line with expectations, with consolidated revenue/adjusted PAT growing by 27%/38% y-o-y, respectively. EBITDA margin rose 70 bps y-o-y to 35.3%. IHCL has maintained guidance of double-digit revenue growth in FY26 driven by strong same-store performance. 🔸Max Financial Services Ltd: The analyst maintains a buy rating on MFSL. In Q4, the company reported 6% y-o-y APE growth and 4% y-o-y VNB growth helping VNB margins beat estimates. Management aspires to continue to grow APE at 300-400 bps higher than the industry with a VNB margin of 24-25% in the medium term. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #IndianHotelsCompanyLtd #MaxFinancialServicesLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#SRFLtd & #PNBHousingFinanceLtd are covered in today's Stocks to Buy Now podcast. 🔸SRF Ltd: The analyst maintains a buy on the company, assigning a 35x multiple on its FY27 EPS. The company has guided for a 20% revenue growth CAGR in the chemical business for the next 3 years. 🔸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. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #SRFLtd #PNBHousingFinanceLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#TriveniTurbineLtd & #AffleLtd are covered in today's Stocks to Buy Now podcast. 🔸Triveni Turbine Ltd: TTL is the market leader in the steam turbines market (of up to 30 MW). Q4 performance was majorly driven by strong growth in exports up by 27% yoy. PAT rose 24% y-o-y to Rs. 95 crores, supported by strong revenue growth of 18% y-o-y and a 277 bps rise in OPM to 22.4%. The order book rose 23% y-o-y to Rs. 1,909 crore, with an export order book rising 36% y-o-y to Rs. 1,092 crore. 🔸Affle Ltd: The analyst maintains Buy on Affle, as we believe the company is on a strong growth trajectory for the fiscals ahead given the rise in global digital ad spending, shift to performance-centric advertising, and rising adoption of CTV and mobile e-Commerce, which are unlocking opportunities across key verticals and markets. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #TriveniTurbineLtd #AffleLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation