The report projects ONGC's revenue to decline 4.6% QoQ due to lower crude and gas realizations, with EBITDA estimated at INR 263.3bn.
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2527 notes · all time
The note reports APAT delivered 13/29% YoY/QoQ volume growth driven by the higher-margin APL Apollo brand, expects flattish margins QoQ, and maintains its BUY rating and target price.
Read this note →The note expects SAIL to post healthy 7/26% YoY/QoQ volume growth and maintains its ADD rating and target price.
Read this note →The note expects Jindal Steel to deliver strong 25% YoY volume growth from recent expansion ramp-ups, while estimating the largest margin contraction among coverage companies, and maintains its BUY rating and target price.
Read this note →The note expects JSW Steel's sales volume to rise 2/20% YoY/QoQ aided by gradual ramp-up of BF3 at Vijayanagar, and maintains its BUY rating and target price.
Read this note →The note expects Tata Steel to deliver flattish YoY consolidated volumes with India deliveries up 7% YoY offset by declines in EU and Thailand, and maintains its BUY rating and target price.
Read this note →The report estimates a Sales/EBITDA impact of 0.6%/2.7% from the oncology drug price cap and maintains an ADD rating.
Read this note →The report estimates a Sales/EBITDA impact of 1.3%/5.0% from the oncology drug price cap and maintains an ADD rating.
Read this note →The report estimates a Sales/EBITDA impact of 0.5%/2.8% from the oncology drug price cap and maintains a BUY rating.
Read this note →The report states Tata Motors and Stellantis partnered to develop vehicles in India for more than 50 global markets.
Read this note →The report states L&T Technology Services launched an AI-native Engineering Intelligence Lab focused on digital manufacturing and physical AI applications.
Read this note →The report states HCLTech signed a partnership with Anthropic to establish a dedicated AI business unit.
Read this note →The report states CreditAccess Grameen raised $175 million through a syndicated social loan to support lending and financial inclusion initiatives.
Read this note →The report states Emcure Pharmaceuticals approved the merger of its subsidiaries Zuventus Healthcare and Emcutix Biopharmaceuticals into the parent company as part of corporate restructuring.
Read this note →The report lists Max Healthcare Institute among the top losers, down 2.02-3.15%.
Read this note →The report lists Larsen & Toubro among the top losers, down 2.02-3.15%.
Read this note →The report lists Tech Mahindra among the top losers, down 2.02-3.15%.
Read this note →The report lists ITC among the top losers, down 2.02-3.15%.
Read this note →The report lists Apollo Hospitals Enterprise among the top losers, down 2.02-3.15%.
Read this note →The report lists BSE among the top gainers, up 1.31-2.71%.
Read this note →The report lists Bharat Electronics among the top gainers, up 1.31-2.71%.
Read this note →The report lists Tata Motors Passenger Vehicles among the top gainers, up 1.31-2.71%.
Read this note →The report lists Bajaj Auto among the top gainers, up 1.31-2.71%.
Read this note →The report lists Dr. Reddy's Laboratories among the top gainers, up 1.31-2.71%.
Read this note →The note says Can Fin Homes' Q2FY27 earnings were largely in line with estimates, with a temporary disbursement slowdown due to tech transformation expected to reverse from Q3, while profitability metrics remain strong.
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