@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
Morning News & Cues to Track before Market Opening Today
Morning News & Cues to Track before Market Opening Today
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
Stocks To Watch in Trade Today | Keep an eye on these stocks as they set the market abuzz.📊
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | TATA Steel Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama on Tata Steel | Upgrade to Buy with target price of ₹ 177 vs ₹ 164.
👉🏿 Nuvama's upgrade to buy call on Tata Steel | Target raised to ₹ 177 per/share, in-line Q4FY25, Netherlands’ operations’ profitability edged up. Losses at the UK operations remain high. Europe operations should start yielding positive EBITDA from Q1FY26.
Brokerages Views on Various Sectors & Stocks | TATA Steel Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama on Tata Steel | Upgrade to Buy with target price of ₹ 177 vs ₹ 164.
👉🏿 Nuvama's upgrade to buy call on Tata Steel | Target raised to ₹ 177 per/share, in-line Q4FY25, Netherlands’ operations’ profitability edged up. Losses at the UK operations remain high. Europe operations should start yielding positive EBITDA from Q1FY26.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | TATA Motors Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama on Tata Motors | Retain ‘Reduce’ with an SotP-based target price of ₹ 6 70 (earlier ₹ 720).
👉🏿 Jefferies' underperform call on Tata Motors | Target price at ₹ 630 per/share, Q4 EBITDA fell 2% led by lower JLR margin. JLR likely to face a tough year ahead due to US tariffs. Cut FY26-27 EBITDA by 8% but raise EPS by 3-4%.
👉🏿 Jefferies maintains 'underperform' rating on Tata Motors after Q4 results, hikes target price.
Brokerages Views on Various Sectors & Stocks | TATA Motors Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama on Tata Motors | Retain ‘Reduce’ with an SotP-based target price of ₹ 6 70 (earlier ₹ 720).
👉🏿 Jefferies' underperform call on Tata Motors | Target price at ₹ 630 per/share, Q4 EBITDA fell 2% led by lower JLR margin. JLR likely to face a tough year ahead due to US tariffs. Cut FY26-27 EBITDA by 8% but raise EPS by 3-4%.
👉🏿 Jefferies maintains 'underperform' rating on Tata Motors after Q4 results, hikes target price.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | GAIL Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanely maintains 'overweight' on GAIL with a target price of ₹ 248.
Brokerages Views on Various Sectors & Stocks | GAIL Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanely maintains 'overweight' on GAIL with a target price of ₹ 248.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | CIPLA Ltd. 🟢 (Positive Outlook)
👉🏿 Macquarie maintains 'outperform' on Cipla with a target price of ₹ 1,875.
Brokerages Views on Various Sectors & Stocks | CIPLA Ltd. 🟢 (Positive Outlook)
👉🏿 Macquarie maintains 'outperform' on Cipla with a target price of ₹ 1,875.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | CIPLA Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley's call on Bharti Airtel | Equal-weight, target price at ₹ 1,870 per/share. Led by better than expected performance in Airtel biz segment. India biz Ex-Indus delivered a beat on EBITDA in Q4. Final dividend of ₹ 16 per/share is showing 100% YoY increase, ahead of MSe.
👉🏿 Morgan Stanley maintains 'equal-weight' rating on Bharti Airtel after Q4 results.
Brokerages Views on Various Sectors & Stocks | CIPLA Ltd. 🟢 (Positive Outlook)
👉🏿 Morgan Stanley's call on Bharti Airtel | Equal-weight, target price at ₹ 1,870 per/share. Led by better than expected performance in Airtel biz segment. India biz Ex-Indus delivered a beat on EBITDA in Q4. Final dividend of ₹ 16 per/share is showing 100% YoY increase, ahead of MSe.
👉🏿 Morgan Stanley maintains 'equal-weight' rating on Bharti Airtel after Q4 results.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | UPL Ltd. 🟢 (Positive Outlook)
👉🏿 HSBC's buy call on UPL | Target cut to ₹ 770 per/share, Company delivered a strong Q4 led by margin recovery & balance sheet improvement. FY26-27 EPS see a cut of 11% to 15% led by lower growth & margin assumptions.
Brokerages Views on Various Sectors & Stocks | UPL Ltd. 🟢 (Positive Outlook)
👉🏿 HSBC's buy call on UPL | Target cut to ₹ 770 per/share, Company delivered a strong Q4 led by margin recovery & balance sheet improvement. FY26-27 EPS see a cut of 11% to 15% led by lower growth & margin assumptions.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Puravankara | Company will consider raising up to ₹ 300 Crore via NCDs in its board meeting on May 16.
2. PTC India | Company has appointed Manoj Kumar Jhawar as the Chairman & MD.
3. Avenue Supermarts | Company has opened a new store in Punjab. Its total number of stores as on date stands at 420.
4. Ethos | Company has acquired 1.73 Lakh Equity shares of Silvercity Brands AG, reducing its stake in the firm from 34.39% to 33.88%.
5. Zuari Agro Chemicals | The SSP plant in Maharashtra has been temporarily closed due to a shortage of raw materials.
6. Punjab National Bank | Company divested its entire stake in India SME Asset Reconstruction, selling shares at ₹ 16.29 each.
7. IDBI Bank | Company has divested its entire stake of up to 21.14% in Pondicherry Industrial Promotion Development & Investment Corp for ₹ 18.8 Crore.
Stocks to Focus in Opening Today
1. Puravankara | Company will consider raising up to ₹ 300 Crore via NCDs in its board meeting on May 16.
2. PTC India | Company has appointed Manoj Kumar Jhawar as the Chairman & MD.
3. Avenue Supermarts | Company has opened a new store in Punjab. Its total number of stores as on date stands at 420.
4. Ethos | Company has acquired 1.73 Lakh Equity shares of Silvercity Brands AG, reducing its stake in the firm from 34.39% to 33.88%.
5. Zuari Agro Chemicals | The SSP plant in Maharashtra has been temporarily closed due to a shortage of raw materials.
6. Punjab National Bank | Company divested its entire stake in India SME Asset Reconstruction, selling shares at ₹ 16.29 each.
7. IDBI Bank | Company has divested its entire stake of up to 21.14% in Pondicherry Industrial Promotion Development & Investment Corp for ₹ 18.8 Crore.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Aurobindo Pharma | Company's subsidiary has received marketing approval for Zefylti from the UK's Medicines & Healthcare Products Regulatory Agency.
2. Bhagiradha Chemicals & Industries | Board has authorised the conversion of loans amounting to up to ₹ 368 Crore into equity shares for the company's subsidiary.
3. Mahindra Lifespace Developers | Company has approved raising up to ₹ 1,500 Crore via rights issue.
4. PDS | Company's arm incorporates NexStyle Apparel Manufacturing in Mauritius.
5. Syrma SGS Technology | Company has approved raising up to ₹ 1,000 Crore via qualified institutional placement or other means. It also incorporated two of its arms to manufacture electronic components.
6. ITD Cementation India | Company has received an order worth ₹ 593 Crore for construction work at Jaipur International Airport in Rajasthan.
Stocks to Focus in Opening Today
1. Aurobindo Pharma | Company's subsidiary has received marketing approval for Zefylti from the UK's Medicines & Healthcare Products Regulatory Agency.
2. Bhagiradha Chemicals & Industries | Board has authorised the conversion of loans amounting to up to ₹ 368 Crore into equity shares for the company's subsidiary.
3. Mahindra Lifespace Developers | Company has approved raising up to ₹ 1,500 Crore via rights issue.
4. PDS | Company's arm incorporates NexStyle Apparel Manufacturing in Mauritius.
5. Syrma SGS Technology | Company has approved raising up to ₹ 1,000 Crore via qualified institutional placement or other means. It also incorporated two of its arms to manufacture electronic components.
6. ITD Cementation India | Company has received an order worth ₹ 593 Crore for construction work at Jaipur International Airport in Rajasthan.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
🎙 Management Views & Voices | JS Gujral, Syrma SGS Tech Talks
✔️ Automotive, industrials & healthcare segments will drive growth for us this year. Smartmeters will be a big focus area. Syrma discusses growth prospects for FY26 as the company shifts focus away from low margin consumer biz towards high margin products. Guides for 8% EBITDA margin & 30-35% topline growth in FY26, JS Gujral, Syrma SGS Tech talks.
🎙 Management Views & Voices | JS Gujral, Syrma SGS Tech Talks
✔️ Automotive, industrials & healthcare segments will drive growth for us this year. Smartmeters will be a big focus area. Syrma discusses growth prospects for FY26 as the company shifts focus away from low margin consumer biz towards high margin products. Guides for 8% EBITDA margin & 30-35% topline growth in FY26, JS Gujral, Syrma SGS Tech talks.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell🔔 Updates 14th May 2025
📢 Market opens higher, Nifty above 24,600
Indian Markets Morning Opening Bell🔔 Updates 14th May 2025
📢 Market opens higher, Nifty above 24,600
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Company in Focus | Hero MotoCorp Management Concall
▪️Strong wedding season in May, June will boost 2-wheeler sales, confident of outperforming the industry growth led by new launches.
▪️Expect Industry to grow in the range of 6-7% in FY26. Income tax relief & more marriage dates in 2025 will aid growth.
▪️Will continue to hold margin in the range of 14-16%.
▪️Realisation increase is mainly on the back of improved mix
▪️See EV business breaking even likely in 2 years
Company in Focus | Hero MotoCorp Management Concall
▪️Strong wedding season in May, June will boost 2-wheeler sales, confident of outperforming the industry growth led by new launches.
▪️Expect Industry to grow in the range of 6-7% in FY26. Income tax relief & more marriage dates in 2025 will aid growth.
▪️Will continue to hold margin in the range of 14-16%.
▪️Realisation increase is mainly on the back of improved mix
▪️See EV business breaking even likely in 2 years
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q4FY25 Q4 Earnings/Results with MonePlan | KPI Green Energy Ltd.
✔️ Revenue Up 97% at ₹ 569.4 Cr Vs ₹ 289.4 Cr (YoY)
✔️ Net Profit at ₹ 104.2 Cr Vs ₹ 43 Cr (YoY)
✔️ EBITDA Up 77% at ₹ 161 Cr Vs ₹ 91 Cr (YoY)
✔️ Margin At 28.3% Vs 31.5% (YoY)
Q4FY25 Q4 Earnings/Results with MonePlan | KPI Green Energy Ltd.
✔️ Revenue Up 97% at ₹ 569.4 Cr Vs ₹ 289.4 Cr (YoY)
✔️ Net Profit at ₹ 104.2 Cr Vs ₹ 43 Cr (YoY)
✔️ EBITDA Up 77% at ₹ 161 Cr Vs ₹ 91 Cr (YoY)
✔️ Margin At 28.3% Vs 31.5% (YoY)