Sharekhan

#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

#CoforgeLtd & #BajajFinservLtd are covered in today's Stocks to Buy Now podcast. 🔸Coforge Ltd: The Analyst maintains Buy on Coforge, as we believe the company is well-positioned to cement its place as an industry growth leader for the fiscals ahead given the strong order book, robust deal pipeline, industry-specific functional competence, and disciplined execution. 🔸Bajaj Finserv Ltd: The analyst maintains a buy rating on Bajaj Finserv. The company may look at listing its insurance businesses resulting in value unlocking. Additionally, it is well-positioned to capture the structural growth story across the financial landscape. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #CoforgeLtd #BajajFinservLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#CoromandelInternationalLtd & #StateBankofIndia are covered in today's Stocks to Buy Now podcast. - Coromandel International Ltd: The Analyst maintains a Buy on the company, assigning a multiple of 26x on FY27 EPS due to backward integration and increasing presence in the non-fertilizer business. Focus on backward integration and investment in CDMO, specialty chemicals, and drone business would drive long-term growth. - State Bank of India: The analyst maintains a buy rating on SBI. Q4 earnings were mainly aided by fee income/ treasury gains/other income offsetting weak NII/ higher opex (one-off), supporting the return ratios. The bank slightly lowered loan growth guidance to 12% for FY26E vs 14% earlier but is confident of maintaining RoA at ~1% going ahead. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #CoromandelInternationalLtd #StateBankofIndia #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

PNB Housing Finance Ltd & Cholamandalam Investment and Finance Company Ltd are covered in today's Stocks to Buy Now podcast. 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. Cholamandalam Investment and Finance Company Ltd: The analyst maintains a BUY rating. CIFC delivered above-estimate growth in net earnings for Q4FY25. We expect NIM expansion in a declining rate environment led by vehicle finance in FY26E. Overall, NIM is expected to improve by 10-15 bps along with a reduction in credit cost by 10 bps in FY26. 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

#UltraTechCement Ltd is covered in today's Stocks to Buy Now podcast. Analysts maintain a Buy rating on UltraTech, given its strong growth outlook over the next three years. For Q4 FY25, revenue grew 13% YoY to Rs. 23,063 crore, and EBITDA rose 12% to Rs. 4,618 crore. Cement demand grew 4% industry-wide, but Ultratech saw a 10% increase in sales volume. They are aiming for double-digit volume growth in FY26 and cost savings of Rs. 300 per tonne by FY27. Watch now to know more about UltraTech. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #UltraTechCement #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#CANFINHOMES Ltd & #PNBHousingFinance Ltd are covered in today's Stocks to Buy Now podcast. CANFIN HOMES Ltd The company reported a strong pick-up in disbursement growth, led by receding geographical headwinds. The e-khata issue is gradually resolving in the state of Karnataka and Telangana issue seems to be bottoming out. Hence, the management expects a 20% disbursement growth and ~15% AUM growth in FY26 is achievable PNB Housing Finance Ltd Analyst maintains positive view on PNB Housing Finance Ltd. Steady growth outlook and benign asset quality is likely to support profitability over FY25-27E. We expect PNBHF to deliver a healthy ~18% CAGR in loan book and ~20% CAGR in PAT over FY25-27E, with an RoA/RoE of 2.6%/13.9% by FY27. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #CANFINHOMES #PNBHousingFinance #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#PersistentSystems Ltd & #AxisBank Ltd are covered in today's Stocks to Buy Now podcast. Persistent Systems Ltd: The analyst maintains Buy on Persistent. The company is on a robust trajectory toward its $2 billion revenue goal by FY27, leveraging a $1.5 billion run rate and proven growth resilience. BFSI and Technology verticals are expected to lead growth in FY26. Axis Bank Ltd: The Analyst maintains a buy rating on Axis Bank. Q4 & FY25 earnings were subdued however bank is eyeing better outcomes in FY26E led by better system liquidity. Additionally, the normalization cycle for unsecured retail asset quality is currently in progress. We believe that intermittent headwinds in terms of muted business growth and volatility in asset quality are likely to recede over the next few quarters. Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #PersistentSystems #AxisBank #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

To know more click here: https://t.co/c7j1Eb2Ve2Source - Mirae Asset Sharekhan Research Team Disclaimer - https://t.co/OPto0ud2fe #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation