Sharekhan

#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

#KECInternationalLtd is covered in today's Stocks to Buy Now podcast. KEC has won orders worth Rs 1,034 crore across its business of T&D, Civil, and Cables segment. The Civil business has marked its entry into the promising semiconductor segment with a significant order from a new client and further strengthened its order book in the metals & mining segment with a repeat order for an upstream project in a steel plant. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #KECInternationalLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#LarsenandToubroLtd & #BlueStarLtd are covered in today's Stocks to Buy Now podcast. 🔸Larsen and Toubro Ltd: The Analyst has a buy rating on L&T, factoring in a strong order book at ~Rs 5.79 lakh crore (3.1x FY25 sales) and order prospects of Rs. 19L crore. Analysts expect robust execution going forward. The Q4 performance was in line with estimates. 🔸Blue Star Ltd: The analyst has a buy rating on Bluestar, factoring in a strong jump in RAC business due to the upcoming harsh summer season. Q4FY25 performance was decent backed by growth in its major segments EMP and UCP. Revenue grew by 21% with margins at 7%. Higher income and lower tax rates led the PAT to grow by 24%. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #LarsenandToubroLtd #BlueStarLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#KEIIndustriesLtd are covered in today's Stocks to Buy Now podcast. 🔸KEI Industries Ltd: Analyst upgraded the stock to BUY rating with a target price of Rs 3,800 factoring in the strong Q4FY25 revenue growth and due to favourable risk rewards. KEI reported stellar revenue growth of 26% y-o-y. Revenue growth led by strong growth of 35% in C&W segment which shall partially be attributed to volume growth of 21% and balance from increase in realizations. Stock has declined ~30% from its peak and is currently at attractive valuation of 23x PE to FY27 EPS. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #KEIIndustriesLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation