Rakesh Jhunjhunwala

• investments

Dividend Yield Monitor 2nd May 2025 by SBI Securities

Arjun May 2, 2025

The dividend yield is computed based on the closing price of 30th April 2025....

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• investments

Huhtamaki India’s premium product to drive growth, near term issues transitory in nature. BUY for target price of ₹316 (61.3%): SMIFS

Arjun May 1, 2025

Currently, the stock is trading at ~9.9x CY26E. We are maintaining our multiple of...

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• investments

PCBL Ltd’s long term investment thesis remains unchanged. Buy for target price of ₹515 (42% upside): ICICI Direct

Arjun April 30, 2025

With organic levers of growth amidst changing business profile in favour of more speciality...

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• investments

25 Transformative Investment Ideas by HDFC Securities

Arjun April 29, 2025

Each of these companies has been chosen for their strong growth potential and sustainability...

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• investments

Canfin Homes has been best in class HFC player with a robust business model & underwriting practice, which resulted in healthy earnings growth with GNPA <1% across cycles. Buy for target price of ₹900 (24% upside): ICICI Direct

Arjun April 28, 2025

CanFin Homes (CFHL) was promoted by Canara Bank in 1987, with ~30% stake as...

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• investments

Suraj Estates is a distinct play, for choice of micro-markets and products. Buy for target price of ₹442 (40% upside): Anand Rathi

Arjun April 27, 2025

Its choice of micro-markets and differentiated products make Suraj Estate stand out. On its...

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• investments

Pitti Engineering has demonstrated strong volume growth over the past few quarters and is expected to rebound once the current near-term uncertainties subside. Buy for target price of ₹1350 (37% upside): Axis Securities

Arjun April 26, 2025

PEL reported revenue of Rs 469 Cr in Q4FY25, marking an increase of 43%...

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• investments

Axis Bank’s steep discount compared to private peers warrants re-rating. Buy for target price of ₹1350 (16% upside): ICICI Direct

Arjun April 25, 2025

Axis Bank is the third largest private sector bank in India with a balance...

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• investments

Swiggy is a crucial player in India’s hyerlocal delivery space due to its strong positioning in the duopolistic food delivery market as well as top three positioning in the fast expanding quick commerce market. Buy for target price of ₹500 (43.7% upside): JMFICS

Arjun April 24, 2025

Swiggy is a crucial player in India’s hyerlocal delivery space due to its strong...

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• investments

IREDA has strong earning growth; long term growth prospects intact. Buy for target price of ₹220 (26% upside): ICICI Direct

Arjun April 23, 2025

IREDA reported strong performance in Q4FY25 with continued growth in AUM at 28% YoY...

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