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KOTAK INST report recommends buying EMCURE PHARMA. The new target for the stock is Rs 1655. According to the report, Emcure is one of the few Indian pharma companies that has no direct exposure to the US generic market. Earnings are more stable without direct US generic exposure. The company has built a portfolio in India, Canada, Europe and emerging markets. Emcure's total sales may grow at a CAGR of 14% in FY 2024-27. Improved productivity is expected after 20%+ field force growth since FY22. High capacity utilization of new facilities to drive strong 19%/30% EBITDA/EPS CAGR in FY24-27.

MACQUARIE has given outperform rating on CARBORUNDUM UNIVERSAL. The target is set at Rs 1650. 

MACQUARIE has given outperform rating on TCS. The target of the stock is set at Rs 5740.  In terms of rebound spending, the company is growing faster than Infosys. More cloud migration deals are expected between application and infra service. If we look at TCS in comparison to Infosys, it is clear that TCS will grow faster than Infosys in both FY 26 and FY 27. CLSA has given underperform rating on BAJAJ AUTO. The target of the stock is Rs 7000.  According to the report, the attractive price of Rs 2.17 lakh is good for the company. Bajaj Auto has delivered 60,000 Triumph motorcycles in FY24. The new launch looks promising but increasing competition is a matter of concern for the company. Be cautious about slowdown in growth in 250cc motorcycle segment. Pressure continues in key export markets. JEFFERIES recommends BUY on L&T - target of Rs 4165 per share. FY25 order flow and rev growth outlook can be achieved considering pipeline and orderbook. Company's earnings have been impacted by government activity which will take 3-6 months to improve after elections. But now it is getting back on track. JEFFERIES recommends BUY on KEI IND - target of Rs 5365 per share. JEFFERIES recommends BUY on ADANI PORTS - target of Rs 1910 per share. According to the report, the management expects volume growth of more than 10 percent. The company has maintained its FY25 volume forecast with the expectation of new port operations in the second half. Market SH continues to benefit from the commissioning of Dedicated Freight Corridor in Mundra, which is also helping. JEFFERIES recommends buying GMR AIRPORTS - target for the stock is Rs. 106 CITI recommends selling LTMINDTREE - target for the stock is Rs. 5635. Margins are under constant pressure. Disclaimer: The advice or views given on CNBC TV18 Hindi/CNBC Awaaz are the personal views of the expert/brokerage firm. The website or management is not responsible for this. Before investing, you must take the advice of your financial advisor i.e. certified expert.

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