The report says Wabag reported 19.9% YoY revenue growth and 37.3% YoY EBITDA growth in Q2FY27, with a record order book of Rs 20,207 crore providing strong revenue visibility, and recommends BUY with a target price of Rs 2,525 based on 25x FY28E EPS.
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Formerly known as Way2Wealth
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15 notes from ICICI Direct · all time
The report states that JSL reported healthy Q2FY27 performance with consolidated topline up 43% YoY to ₹16,679 crore and PAT up 21% YoY to ₹771 crore, and maintains a BUY rating with a target price of ₹1,220 based on 9x FY28E EV/EBITDA, citing capacity-led volume expansion, richer product mix, cost optimisation and low leverage as support.
Read this note →The AMC-wise tables show fresh or sharply increased positions in Adani Wilmar at ICICI Prudential, Nippon, UTI and Mirae in January 2025.
Read this note →The report shows HDFC Bank as the largest single holding in the top-10 lists of most AMCs covered, including SBI, ICICI Prudential, HDFC, Nippon and Kotak.
Read this note →The note records mutual fund holdings in CDSL falling to 180 lakh shares from 234 lakh, among top smallcap sells.
Read this note →The report lists Optiemus Infracom as a top smallcap buy, with fund holdings rising to 12 lakh shares from 3 lakh.
Read this note →The data shows mutual fund holdings in Kalyan Jewellers declining to 1,096 lakh shares from 1,214 lakh, with market value dropping from Rs 9,301 crore to Rs 5,514 crore.
Read this note →The note lists Waaree Energies as a top midcap sell, with fund holdings falling to 29 lakh shares from 42 lakh.
Read this note →The tables record mutual fund holdings in IDFC First Bank rising to 3,907 lakh shares from 3,387 lakh.
Read this note →The report shows mutual fund share count in Indraprastha Gas roughly doubling to 1,843 lakh from 929 lakh, the top midcap buy by the note's listing.
Read this note →The data shows mutual fund holdings in Bank of Baroda declining to 4,732 lakh shares from 4,979 lakh, ranking it among top largecap sells.
Read this note →The note lists Bajaj Housing Finance among the top largecap sells, with mutual fund holdings falling to 261 lakh shares from 387 lakh.
Read this note →The report shows mutual fund shareholding in Hindalco rising to 3,199 lakh shares in Jan-25 from 2,985 lakh in Dec-24.
Read this note →The tables record mutual fund share count in Zomato increasing to 16,989 lakh from 15,821 lakh month-on-month, though market value fell, listing it among top largecap buys.
Read this note →The note's data shows mutual fund holdings in Axis Bank rising to 9,566 lakh shares in Jan-25 from 8,657 lakh in Dec-24, placing it among the top largecap buys.
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