Mirae Asset Sharekhan

#FinolexCablesLtd & #TataConsumerProductsLtd are covered in today's Stocks to Buy Now podcast. - Finolex Cables Ltd: The analyst has maintained a buy rating. The government has started tendering Bharat Net projects, a very big opportunity. Orders from business partners will start flowing to Finolex in the coming quarters. Pricing was revised 12 times for wires depending on volatility to commodity prices. On a net basis, there would be an increase of 12-13% in the prices of the product. - Tata Consumer Products Ltd: The analyst maintains a Buy on Tata Consumer Products (TCPL). With the right strategies in place, the India beverage business is expected to see an uptick in performance in the coming quarters. Bridging the portfolio gap through acquisitions will help the India Foods business to post consistent double-digit growth going ahead. 👉Watch Now: https://youtu.be/8gN4fmqu4Ug?si=aDmh8Dld1qd1ZGMOSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #FinolexCablesLtd #TataConsumerProductsLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#MrsBectorFoodSpecialities Ltd & #JKLakshmiCement Ltd are covered in today's Stocks to Buy Now podcast. Mrs. Bector Food Specialities Ltd: Analyst maintains Positive view on Mrs. Bectors Food Specialities Limited (MBFSL) and expects 23% upside in the next 12 months. MBFSL’s Q4FY25 performance was largely in line with expectations, with revenue growing by ~10% y-o-y and OPM falling ~200 bps y-o-y leading to a muted 2% y-o-y growth in PAT. JK LAKSHMI CEMENT: Standalone revenue grew by 5.5% y-o-y to Rs. 1,738.8 crore in Q4FY25, driven by a 4.7% y-o-y rise in blended realisations. However, EBITDA declined 12% y-o-y as operating expenses rose 9.04% y-o-y. Volumes remained flat at 25.7 lakh tonnes. The company expects to cut costs by Rs. 100 to Rs. 120 per tonne in 12-18 months. 👉Watch now:https://youtu.be/74SdzVvsnPcSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #wealthcreation #MrsBectorFoodSpecialities #JKLakshmiCement #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #wealthcreation

#WelspunCorpLtd & #TataConsultancyServicesLtd are covered in today's Stocks to Buy Now podcast. ▪️ Welspun Corp Ltd: The analyst maintains a Positive view of the stock. Pipe's business outlook remains robust across the US and Saudi Arabia. It has received significant orders from the US in the last few months. Good execution in the Sintex business would further help the company to negate the earnings cyclicality. ▪️ Tata Consultancy Services Ltd: The analyst maintains Buy on TCS, as a strong order book positions the company for better FY26 compared to FY25, while near-term uncertainties may pave the way for opportunities for vendor consolidation and cost optimization. 👉Watch now: https://youtu.be/R4GToAhBpgI?si=x3fNYJwv8KQcTmup… Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #wealthcreation #WelspunCorpLtd #TataConsultancyServicesLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #wealthcreation

#LemonTreeHotelsLtd & #DEEDevelopmentEngineersLtd are covered in today's Stocks to Buy Now podcast. 🔸Lemon Tree Hotels Ltd: The analyst maintains a Positive view on Lemon Tree Hotels Limited (LTHL) and expects a 36% upside in the next 12 months. LTHL's Q4FY25 numbers were strong, led by better-than-expected EBITDA margins of ~54% (versus expectation of 52.7%) and revenue and adjusted PAT growing by 15.6% and 47% y-o-y, respectively. Management eyes a ~15% y-o-y growth in Q1FY26 and mid-teens growth in FY26, largely driven by ARR growth and a slight increase in occupancy ratio. 🔸DEE Development Engineers Ltd: The analyst maintains a positive rating. Dee Development is the largest player in the process piping solutions in India in terms of installed capacity and is a global leader in terms of technical capability. Q4 results were strong led by execution spillovers of the last quarter’s projects. 👉Watch now to know more: https://youtu.be/ukwhmsR881g?si=dDv4sv0trik1p8PnSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #LemonTreeHotelsLtd #DEEDevelopmentEngineersLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

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