The report notes a 1.5% YoY revenue decline and 24% YoY EBITDA decline in Q2FY27 due to lower lenalidomide sales, but states the company remains confident of medium-term growth from semaglutide relaunch, biosimilars and CDMO expansion, maintaining a Buy rating with FY27/FY28 estimates revised down for FY27 and mixed for FY28.
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20 notes from Formerly known as Way2Wealth · since 01 Nov 2026, 00:00 IST
The report states that post better-than-expected Q2FY27 results, FY27 revenue/EBITDA/PAT estimates were revised upwards by 22%/41%/52% and FY28 estimates by 25%/45%/56%, with revenue/EBITDA/PAT expected to grow at a CAGR of 24%/37%/42% over FY26-28, while maintaining a HOLD rating.
Read this note →The report notes SBI was among the stocks leading the Bank Nifty rally.
Read this note →The report notes HDFC Bank was among the stocks leading the Bank Nifty rally.
Read this note →The report notes ICICI Bank was among the stocks leading the Bank Nifty rally.
Read this note →The weekly call tracker lists an open Buy call on MBAPL from 02-11-2026 with entry 177.11, stop loss 159 and target 200.
Read this note →The daily call tracker lists an open Buy call on GAIL from 03-11-2026 with entry 174, stop loss 168 and target 190.
Read this note →The daily call tracker lists an open Buy call on Eicher Motors from 04-11-2026 with entry 7440, stop loss 7227 and target 7800.
Read this note →The daily call tracker lists an open Buy call on IIFL from 05-11-2026 with entry 566, stop loss 537 and target 627.
Read this note →The report notes Titan's strong brand, retail expansion and organised jewellery market-share gains, flags elevated gold prices and weaker discretionary demand as risks, and sets a target of ₹5,250 while noting its premium valuation versus historical average.
Read this note →The report includes Sona BLW among its Diwali picks with a target price of ₹1,000 and 10% potential upside.
Read this note →The report includes Radico Khaitan among its Diwali picks with a target price of ₹5,000 and 22% potential upside.
Read this note →The report includes Navin Fluorine among its Diwali picks with a target price of ₹10,080 and 20% potential upside.
Read this note →The report includes LG Electronics India among its Diwali picks with a target price of ₹1,950 and 16% potential upside.
Read this note →The report highlights record order inflows and order book, 33% YoY PAT growth, and attractive valuation versus historical median PE, with a target of ₹4,500.
Read this note →The report notes a record quarter with 37.2% YoY PAT growth, raised NIM guidance, and best-in-class asset quality, valuing the stock at 2.0x FY28E ABV for a target of ₹418.
Read this note →The report cites a Q2FY27 earnings beat with 20.1% YoY PAT growth and strong asset quality, setting a target of ₹1,620 based on 2.5x FY28E P/ABV.
Read this note →The report notes strong growth in Blinkit, District and food delivery metrics, projecting high revenue/EBITDA/PAT CAGRs through FY28E while flagging high valuations as a risk, with a target of ₹400.
Read this note →The report highlights network expansion, genomics investments, and projected FY26-28E CAGRs, setting a target of ₹2,240 with a bullish technical trendline breakout view.
Read this note →The report cites Aeroflex's 87% YoY revenue surge in Q2FY27, upgraded FY27 guidance of ~60% revenue growth and a ₹202 crore capex plan, and sets a bullish technical target of ₹680 with ₹389 as key support.
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