Sharekhan

Cholamandalam Investment and Finance Company Ltd covered in today's Stocks To Buy Now podcast. The analyst maintains Buy Rating. The company is projecting 20-25% loan growth for FY26, driven by expanding its non-vehicle loan portfolio through branch network growth and diversifying its product offerings. This strategy comes despite a currently weak demand in the VF segment. While new investments will temporarily impact profitability, CIFC anticipates a rebound. This is due to expected positive trends in NIMs after the first half of FY26 and a slight moderation in credit costs, both of which should bolster profitability. 👉Watch now to know more about price target: https://youtu.be/CQOOUbvtUpw?si=sNsBjPhCeryTZk0aSource - 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

#RadicoKhaitanLtd is covered in today's Stocks To Buy Now podcast. The analyst maintains a Buy on Radico Khaitan Ltd (RKL). We expect P&A volumes to clock an 18% volume CAGR during FY25-27, taking P&A volume contribution to 52% by FY27 aided by scale-up of recent launches, new launches in the luxury and premium segments, and distribution expansion within India and overseas. Premiumisation, cost optimization, stable/declining raw material prices, and operating leverage to aid a ~100 bps annual rise in OPM for 2-3 years. 👉Watch now to know more about price target: https://youtu.be/1V3N_wEtv0Q?si=QxjG9kDyEMxF5rBlSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #RadicoKhaitanLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#GravitaIndiaLtd is covered in today's Stocks To Buy Now podcast. The Analyst maintains a Positive view on the company. The company will benefit because of regulatory tailwinds and is also available at a reasonable valuation. The growth will be driven by of implementation of Battery Waste Management Rules (BMWR), EPR, Reverse Charge Mechanism (RCM), and capacity expansion in new and existing recycling verticals. 👉Watch now to know more about the price target: https://youtu.be/8RQ0130-3fs?si=CxlPpQZGxqLwX8EBSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #GravitaIndiaLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#TechMahindraLtd is covered in today's Stocks To Buy Now podcast. The Analyst maintains Buy on Tech Mahindra with PT of Rs.1,950 as the company through disciplined execution is driving strategic transformation and is on track to achieve envisaged FY27 goals. The company’s 42.5% y-o-y deal win growth, strong margin expansion and focus on high-growth verticals such as BFSI, along with key Telecom vertical and market positions it to outperform peers despite macro challenges. At CMP, the stock trades at 27.5x/22.7x FY26/27E EPS. 👉Watch now to know more: https://youtu.be/HSeR6_Ei320Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #TechMahindraLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#MaxFinancialServices Ltd is covered in today's Stocks To Buy Now podcast. The analyst maintains a buy rating on MFSL. 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. Reverse merger remains a key catalyst besides industry-leading performance for outperformance. The stock has outperformed the broader indices in the last 12 months. 👉Watch now to know more: https://youtu.be/nt5hYjbcD0A?si=KSHMSJ2Cq23T-mw4Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #MaxFinancialServices #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#MastekLtd is covered in today's Stocks To Buy Now podcast. The analyst maintains Buy on Mastek, as the company remains well positioned for steady and sustainable growth in FY26 driven by strong momentum in the UK, and healthcare, along with a healthy backlog. We expect a sales/PAT CAGR of ~12.8%/13.3% over FY25-27E, respectively. 👉Watch now to know more: https://youtu.be/awgaG2r2_DQ?si=hiEEGVKcpFo5O--HSource - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #MastekLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

L&T Finance Ltd is covered in today's Stocks To Buy Now podcast. The analyst maintains a Buy Rating. Stress in the unsecured segment is a near-term headwind, which the company will navigate and come out stronger. The company has already provided for most of the stress book through a combination of credit costs and excess balance sheet provisions. It remains assertive on the reduction in credit costs and improvement in asset quality in the MFI space from H2FY26. 👉Watch now to know more: https://youtu.be/lC6nxNL1tcY?si=dZR33PdB7xtfRKDh 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

Trent Ltd is covered in today's Stocks To Buy Now podcast. The analyst maintains a Buy on Trent. Trent’s management indicated that its share in India’s fashion and lifestyle retail industry is currently in the low single digits. It is targeting a higher market share from micro markets and aspires to achieve a 25% revenue CAGR over the long term. LFL growth is likely to be muted in the near term but improve in the long term driven by a strong product portfolio and store fundamentals. 👉Watch now to know more: https://youtu.be/6ygZXA7-M6k?si=iprPkyHI9u5hyHoPSource - 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

Bharat Electronics Ltd & Shree Cement Ltd are covered in today's Stocks To Buy Now podcast. - Bharat Electronics Ltd: Analyst maintenance BUY on the company, factoring in the strong order inflow pipeline and order book. The Defense Ministry is likely to take up the proposal for buying three regiments of the indigenous Quick Reaction Surface-To-Air Missile System (QRSAM). BEL is expected to receive an order worth Rs. 30,000 crores in a phased manner for the QRSAM system. - Shree Cement Ltd: Analysts have increased earnings estimates for FY26–FY27E considering management’s clear focus on driving profitability through pricing and cost optimization. Management emphasized prioritizing profitability rather than maximizing sales volumes. For FY26, it expects volume growth of 2-3%, lower than the industry’s growth estimate of 7–8%. 👉Watch now to know more: https://youtu.be/XCFKHMQHb8c?si=-BKs3KH7HfTcHtxz 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