Mirae Asset Sharekhan

L&T Finance Ltd & #CanFinHomesLtd are covered in today's Stocks to Buy Now podcast. L&T Finance Ltd: The company remains assertive on a reduction in credit cost and an improvement in asset quality in the MFI space from H2FY26. It also implemented MFI Guardrail 2.0, which will help to build a quality portfolio in the long term, but also has limited impact in the short term. Can Fin Homes Ltd: The company reported a strong pick-up in disbursement growth in Q4, led by receding geographical headwinds. The e-Khata issue is gradually resolving in the state of Karnataka, and the Telangana issue seems to be bottoming out. Hence, the management expects a 20% disbursement growth and ~15% AUM growth in FY26 is achievable. 👉Watch now: https://youtu.be/lhBE42BLEoU?si=rN5l145e0PN1TsTBSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #CanFinHomesLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#VinatiOrganicsLtd & #KECInternationalLtd are covered in today's Stocks to Buy Now podcast. 🔸Vinati Organics Ltd: The Analyst maintains a Buy on the stock valuing the stock at 37x its FY27 earnings. The management expects a 20% revenue growth for the next three years led mainly by ATBS and Antioxidants (AOs), with a long-term sustainable blended EBITDA margin of 26%- 27%. 🔸KEC International Ltd: Q4FY25 numbers were decent, with revenue at Rs 6,872 crore up 12% y-o-y, mainly from the T&D business which grew 28% y-o-y. EBITDA margins rose ~155 bps y-o-y to 7.8%. As a result, PAT rose 77% y-o-y to Rs 342 crore. Management guided for a revenue growth of 15% with margins at 8.5% and order inflows of Rs 30,000 crore. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #VinatiOrganicsLtd #KECInternationalLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#InfoEdge (India) Ltd & #GrasimIndustriesLtd are covered in today's Stocks to Buy Now podcast. 🔸Info Edge (India) Ltd: The analyst maintains Buy on Info edge, as we expect sustained momentum in billings, supported by non-tech sectors and regional expansion. Investments in AI and technology are enhancing platform capabilities, and positioning the company for long-term market share gains. 🔸Grasim Industries Ltd: Standalone revenues for the company reached Rs. 8,926 crore, marking a 32% year-on-year increase, while EBITDA dropped 58% to Rs. 221 crore. Five out of six planned factories are now operational, adding 1,096 MLPA capacity in FY25, which represents 21% of India's organized decorative paints capacity. The final plant at Kharagpur is set to open in H1FY26, increasing the total capacity to 1,332 MLPA. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #InfoEdge #GrasimIndustriesLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#ITC Ltd & #AdityaBirlaCapital Ltd are covered in today's Stocks to Buy Now podcast. - ITC Ltd: The analyst maintains a Buy on ITC. ITC reported 9.6% y-o-y net revenue growth in Q4FY25, led by the agribusiness, while OPM fell 242 bps y-o-y to 34.7% due to raw-material inflation, resulting in just a 1% y-o-y growth in the PAT. Cigarette and FMCG businesses saw revenues rise 6% and 4% y-o-y, respectively, while PBIT margins declined y-o-y. - Aditya Birla Capital Ltd: Analyst Maintains positive view with potential upside of 20%. Q4 was healthy. Further, the lending business is expected to see healthy AUM growth over the next two-three years. NIMs of NBFC business are expected to improve as the management is refocusing on the personal loan segment after recalibrating the portfolio. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #ITC #AdityaBirlaCapital #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

Arvind SmartSpaces Ltd & Va Tech Wabag Ltd are covered in today's Stocks to Buy Now podcast. - Arvind SmartSpaces Ltd: The company recorded healthy sales bookings of Rs. 381 crore, growing by 18% y-o-y, while collections remained flat at Rs. 215 crore in Q4 FY25. It has planned healthy launches worth Rs. 4,000 crore for FY26, comprising Rs. 2,000 crore from Bengaluru, Rs. 1,000 crore from MMR, and Rs. 1,000 crore from Ahmedabad. The company continues to sustain business development momentum. - VA Tech Wabag Ltd: The analyst maintains a buy on the company, valuing it at 23x its FY27 EPS. The company’s order book is robust, and with a promising order pipeline, it aims to deliver a healthy 15% revenue CAGR over the next few years and maintain the margin at 13-15%. 👉Watch now to know more: https://youtu.be/jj3xhlTpwXs?si=qFHUp9XKXJMkRPZ-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

#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