Year: 2024

• investments

Mankind Pharma is unlocking new vertical through BSV acquisition. Buy for target price of ₹2650 (24% upside): Motilal Oswal

Arjun July 26, 2024

Mankind Pharma has agreed to acquire Bharat Serum Vaccines (BSV) for EV of INR136b,...

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• investments

Zen Technologies is a niche defense play! Buy for target price of ₹1775 (31% upside): Motilal Oswal

Arjun July 25, 2024

Asset-light model can potentially generate strong RoE and RoCE: The company boasts an asset-light...

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• investments

Ratnaveer Precision Engineering is expected to show strong earnings growth of ~55% CAGR over FY24-26E. Target price is ₹245 (33% upside): ICICI Direct

Arjun July 24, 2024

Ratnaveer Precision Engineering (RPEL), is a Gujarat based stainless steel (SS) product manufacturer focused...

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• investments

Budget Review 2024-25 by ICICI Direct

Arjun July 23, 2024

The spotlight of the Union Budget 2024-25 was anchored on pillars of a) Youth...

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• investments

Pre Budget Expectations 2024-25 by HDFC Securities

Arjun July 22, 2024

We think that any correction post the Budget may be short lived unless impacted...

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• investments

Piramal Pharma is at critical inflection point and expect overall improvement as the CDMO momentum continues. BUY for target price of ₹210 (42% upside): ICICI Direct

Arjun July 22, 2024

Piramal Pharma Limited (PPL) is a carved-out Pharma entity from Piramal Enterprises limited and...

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• investments

L&T Finance Earnings in line; strong retail momentum continues NIM improves ~15bp QoQ; asset quality stable. Target Price ₹230 (25% upside): Motilal Oswal

Arjun July 21, 2024

LTF has invested in process automation, security, and customer journeys. This, along with partnerships...

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• investments

Downgrade Defence Sector on Super Rich Valuations: Nirmal Bang

Arjun July 20, 2024

The Defence stocks within our coverage universe have delivered 58% returns in the last...

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• investments

JB Pharma offers a healthy cocktail of a robust domestic franchise, niche CMO presence and measured exports strategy, Buy for target price of ₹2025 (15% upside): Kotak Securities

Arjun July 19, 2024

JB Pharma offers a healthy cocktail of a robust domestic franchise, niche CMO presence...

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• investments

Top Bank Stocks with a strong balance sheet and formidable retail deposit franchise To Buy Now: HDFC Sec

Arjun July 18, 2024

We reiterate our conviction on banks with a strong balance sheet and formidable retail...

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