The report states quarterly revenue grew 50.8% YoY and operating profit rose 53.8% YoY, though net profit declined 9.6% YoY, described as in line with expectations.
Read this note →Research notes
What India's research desks published, reported with attribution and linked to the original notes. Orivam issues no recommendations of its own.
All houses
HDFC Securities
Motilal Oswal
Tata Asset Management
Mirae Asset Sharekhan
India IPO
Jainam
GEPL Capital
Way2Wealth
SBICAP Securities
Angel One
Axis Securities
ICICI Direct Research Retail
Religare
Arete Securities
Formerly known as Way2Wealth
ICICI Direct
Way2Wealth Securities
quant Mutual Fund
ICICI Securities
Kotak Securities
JM Financial
ICICI Securities – Retail
Ventura Securities
Global Markets by Vested
Prabhudas Lilladher
ITC Hotels
Elara Securities
Exterminators PLC
Emkay Global
Industrial Asphalts
Private Client Group Research summarized from KIE research report
Kahawatte Plantations PLC
2525 notes · all time
The report notes the US FDA concluded an inspection at its Goa facility, closing with a Form-483 citing one observation.
Read this note →The report states quarterly operating profit surged 160% YoY and net profit rose 247% YoY despite a 2.4% revenue decline.
Read this note →The report states overall quarterly performance was weak, with revenue declining 1.5% YoY and net profit down 31.3% YoY, below expectations.
Read this note →The report states quarterly revenue grew 20.5% YoY but net profit declined 10% YoY to Rs 68.6 crore, with an exceptional loss of Rs 32.2 crore.
Read this note →The report states quarterly revenue grew 16% YoY to Rs 456.5 crore while net profit declined 2% YoY to Rs 56.2 crore.
Read this note →The report notes the company received new orders worth Rs 2,872 crore from Power Grid.
Read this note →The report states the company will invest Rs 4,750 crore in new chemical and fertiliser facilities and has signed an agreement with the Odisha government.
Read this note →The report notes the company received an order worth Rs 588.6 crore (incl. taxes) from Rail Vikas Nigam, to be executed over 30 months.
Read this note →The report says Nuvoco delivered 9% YoY volume growth in Q2FY27 with unit EBITDA falling QoQ on subdued pricing and higher costs, and maintains BUY with an unchanged TP of INR445 based on 9x consolidated Sep-28E EBITDA.
Read this note →The report says AUBANK's Q2FY27 earnings beat estimates on healthy loan and deposit growth with lower provisioning, but margins remain under pressure from changing loan mix, and it maintains REDUCE with a revised TP of INR900.
Read this note →The report says SRCM delivered its third consecutive quarter of strong volume growth (+18%/14% YoY standalone/consolidated) with margin among the best in industry despite YoY decline, and upgrades the rating to BUY from ADD with a revised SOTP TP of INR28,400.
Read this note →The report says Jindal posted 27% YoY volume growth in Q2FY27 with unit EBITDA declining ~INR1.1k/MT QoQ due to higher coking coal and freight costs, and maintains BUY with an unchanged TP of INR1,210 based on 7.5x FY28E consolidated EBITDA.
Read this note →The report says JSTL posted 13% YoY LTL consolidated volume growth in Q2FY27 with margin contraction QoQ to INR13.6k/MT, and maintains BUY with an unchanged SOTP TP of INR1,410, while raising FY27/28E EBITDA estimates by 7%/1%.
Read this note →The report says Q2FY27 earnings met expectations with ~13% QoQ volume growth and 25% YoY loan growth, improved asset quality, but sub-optimal capital deployment keeping RoE at ~12%, and it maintains BUY with revised SOTP TP of INR480.
Read this note →The report reiterates a BUY rating with a revised target price of INR500, citing a steady quarter with healthy NII growth, improving asset quality, and robust RoA outlook of 2.0-2.1%.
Read this note →The report states Adani Wind secured 696.2 MW of turbine orders from five independent power producers.
Read this note →The report states SK Hynix has shelved plans for a US listing of its memory-chip subsidiary Solidigm.
Read this note →The report states EAAA India Alternatives secured ₹360 crore from anchor investors ahead of its IPO.
Read this note →The report states Jio Platforms' ₹30,213 crore IPO received bids worth over ₹4.9 lakh crore, total demand exceeding ₹7.4 lakh crore including anchor investors, a record 1.39 crore applications, and closed at 22.19 times subscription.
Read this note →The report reiterates a BUY rating on Coforge with a target price of INR2,370 (25% upside), citing strong order intake, margin guidance upgrade to 16% for FY27, and expected growth acceleration in 2HFY27 as Encora integration completes.
Read this note →The report reiterates a BUY rating on Infosys with a target price of INR1,300 (13% upside), despite noting a miss on 2QFY27 revenue, a cut in FY27 revenue growth guidance to 1-2% YoY CC from 1.5-3.0%, and margin pressure from competitive pricing and the Daimler deal exit.
Read this note →The report says DCB Bank's Q2FY27 earnings beat estimates with loan growth accelerating to 21% YoY and PAT up 29% YoY, maintaining BUY with revised TP of INR270.
Read this note →The report says Godrej Properties reported presales of INR 80bn, added new projects worth INR 155bn in H1FY27, and the firm maintains BUY with TP of INR 2,258/sh on expected rerating triggers.
Read this note →The report says SBI Cards showed improved credit costs but receivables growth remained negative YoY, maintaining REDUCE with revised TP of INR 600.
Read this note →