The note describes Titan's consumer businesses growing ~25% YoY with 78 net new stores and domestic jewellery up 20% versus an estimate of 28%, and labels the view 'Mixed'.
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2548 notes · all time
The note's velocity idea says Divi's is positioned to benefit from oral Wegovy-driven peptide API demand and 0% US tariff clarity, expecting 21% earnings CAGR over FY26-28, with CMP Rs 9,540, SL Rs 8,870; it also lists a DIVISLAB 9600 CE buy on long build-up.
Read this note →The note says Zydus, with MSN Laboratories, launched the first generic Adempas (Riociguat) in the US across all five strengths, and projects 23.5% YoY revenue growth with 23.2% EBITDA margin; CMP INR 1,160.
Read this note →The note says Endurance acquired 100% of Italy's Fondalpress SpA and parent Anna Milena SpA for EUR 12.34mn, expanding its European aluminium die-casting footprint, with India business expected to grow 25% YoY and consolidated PAT up 8% YoY in 2Q, at a CMP of INR 2,516 implying 22% upside.
Read this note →Listed as an open Gladiator cash-segment Buy call with recommendation range 1306-1336, target 1480 and stoploss 1237 over 3 months.
Read this note →Listed as an open Gladiator cash-segment Buy call with recommendation range 304-314, target 352 and stoploss 289 over 3 months.
Read this note →Listed as an open Gladiator cash-segment Buy call with recommendation range 930-960, target 1075 and stoploss 888 over 3 months.
Read this note →Listed as an open Gladiator cash-segment Buy call with recommendation range 960-985, target 1108 and stoploss 911 over 3 months.
Read this note →Listed as an open Gladiator cash-segment Buy call with recommendation range 810-833, target 932 and stoploss 769 over 3 months.
Read this note →Listed among the report's top mid/small-cap fundamental picks at CMP Rs 408 with 19% potential upside.
Read this note →Listed among the report's top mid/small-cap fundamental picks at CMP Rs 447 with 40% potential upside.
Read this note →Listed among the report's top mid/small-cap fundamental picks at CMP Rs 504 with 29% potential upside.
Read this note →Listed among the report's top mid/small-cap fundamental picks at CMP Rs 537 with 14% potential upside.
Read this note →Listed among the report's top mid/small-cap fundamental picks at CMP Rs 4,460 with 14% potential upside.
Read this note →Listed among the report's top mid/small-cap fundamental picks at CMP Rs 4,451 with 33% potential upside.
Read this note →Listed among the report's top mid/small-cap fundamental picks at CMP Rs 1,880 with 32% potential upside.
Read this note →Listed among the report's top mid/small-cap fundamental picks at CMP Rs 751 with 22% potential upside.
Read this note →Listed among the report's top mid/small-cap fundamental picks at CMP Rs 1,402 with 30% potential upside.
Read this note →Listed among the report's top mid/small-cap fundamental picks at CMP Rs 4,577 with 27% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 432 with 10% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 452 with 27% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 685 with 24% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 4,816 with 21% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 1,783 with 15% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 1,989 with 27% potential upside.
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