Sharekhan

#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

#PersistentSystemsLtd are covered in today's Stocks To Buy Now podcast. The analyst maintains Buy on Persistent with PT of Rs 7,000 as the company is well-positioned to deliver top quartile growth in FY26, aided by robust order inflows and strong growth momentum across key markets and verticals. 👉Click here to watch now: https://youtu.be/eK0H89fZ2XM?si=qIzFchRqBbV2d-a0Source - Mirae Asset Sharekhan Research Team Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #PersistentSystemsLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

AU Small Finance Bank Ltd & Aditya Birla Capital Ltd are covered in today's Stocks To Buy Now podcast. ◾️ AU Small Finance Bank Ltd: The analyst maintains Buy with a revised PT of Rs. 900: Overall, FY25 has been tough for the bank on higher interest rates, tight liquidity, and high stress in unsecured loans. Profitability is expected to rebound from H2FY26 as headwinds recede on the margin and asset quality front. The bank is reasonably confident that improvement will be largely seen in H2FY26 led by lower policy rates and normalization of credit costs. ◾️ Aditya Birla Capital Ltd: The analyst maintains a positive view of the stock. AB Capital reported healthy performance across the business segment despite challenging macros led by an improvement in operational metrics in FY25. Now the business environment is turning favorable led by policy tailwinds suggesting notable improvement in profitability. 👉Watch now to know more: https://youtu.be/Zt1iSSdc23k?si=QUUEOLga_kDZiRPS 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

#KECInternationalLtd is covered in today's Stocks To Buy Now podcast. Last week company announced an order inflow of Rs 2,211 crores across its major business verticals. In the T&D sector company received orders from the Middle East and the Americas. In the Oil and Gas segment, bagged orders from Africa. These wins from the Middle East have strengthened the export order book and reaffirmed its strong footing in the international markets. The company’s year-to-date order intake now stands at over Rs 4,200 crore, representing a growth of around 40% compared to the same period last year. Analysts expect ~15% revenue growth for FY2025-27E with a sequential improvement in its margins. 👉Watch now to know more: https://youtu.be/57uzNpsK7cU?si=SNoiIPXzcIZO-1yhSource - 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