Hindustan Aeronautics (HAL) is a market leader in aerospace defense. It boasts a strong order book of INR1.8t as of 31st Mar’25, along with a promising prospect pipeline of INR6t, which is likely to be awarded over the next few years
Jana Small Finance Bank has the scale to achieve sustainable profitability. Buy for target price of ₹600 (43% upside): Nuvama
Jana Small Finance Bank (JSFB), since inception has focused on financial inclusion by serving underserved and unbanked populations in India. It evolved from an NBFC to an NBFC-MFI, then to a small finance bank, and became a scheduled commercial bank in 2019
Vishal Mega Mart is well placed for sustained profitable growth. BUY for target price of ₹140 (32% upside): ICICI Securities
Vishal Mega Mart’s (VMM) private label strategy in FMCG (~27% of revenue) has been important for its success story, redefining value for consumers. Our primary research outcomes: 1) High presence of large-pack SKUs and 2) reputed manufacturers for its private label brands. Both these features imply its focus on consumers seeking true value in FMCG by purchasing large packs private label brands without compromising on quality
KVB Bank Ltd is delivering consistent and superior returns amidst industry headwinds. Buy for target price of ₹285 (34% upside): SMIFS
Amidst the slowing down of banking sector earnings and a broader market sell off, bank investors would likely focus their attention on select quality bank stocks that can deliver superior growth and are protected from contemporary asset quality shocks. We view KVB is favourably placed to withstand the current industry headwinds
Aditya Birla Real Estates is eyeing to be in the top five league. Buy for target price of ₹2500 (32% upside): ICICI Direct
Aditya Birla Real Estates (CENTEX), is the real estate arm of the Aditya Birla group, having two major verticals viz. Real Estate and Paper & Pulp. Residential portfolio is well diversified across MMR, NCR, Bengaluru and Pune. Worli comprise more than 50% of the overall portfolio GD
Top 15 Dividend Yield Companies by Axis Securities
Top 15 Dividend Yield Companies in the Large-Cap, PSU, Mid-Cap and Small-Cap space. The dividend yield ranges from 3% to 12%.
Prestige Estates has a diverse portfolio with a presence in residential, office, retail, and hospitality segments. Buy for target price of ₹1725 (45% upside): Motilal Oswal
PEPL has a diverse portfolio with a presence in residential, office, retail, and hospitality segments. The company’s 9MFY25 incremental BD of 15msf and the launch pipeline of INR800b would result in a presales CAGR of 14% over FY24-27E to reach INR315b by FY27E.
Adani Wilmar released a strong Q4FY25 business update ahead of expectations. Buy for target price of ₹424 (57% upside): Nuvama
Adani Wilmar released a strong Q4FY25 business update ahead of our initial expectations. We now expect revenue to grow 36% YoY versus our initial estimate of 19% YoY growth (31.4% in Q3FY25 on a base of 16.9% decline; 4.6% fall in Q4FY24). We anticipate overall volumes to grow ~7% YoY versus our initial expectation of 5% YoY growth (up 5% in Q3FY25; 3% in Q4FY24)
Jubilant Pharmova is a conviction pick. Buy for target price of ₹1420 (48% upside): ICICI Direct
Jubilant Pharmova (JPL) is an integrated, multi-dimensional pharmaceuticals company with global presence. The company was carved out from erstwhile Jubilant Life Sciences to focus on pharma business.
Top 15 companies from the NSE 500 basket that provide higher dividend yields
Here are the top 15 companies from the NSE 500 basket that provide higher dividend yields ranging from 3.6% to 9.5%. The Cos have 5-year average RoE ranging from 12.28% to 50.14%. They are quoting at P/Es ranging from 4.57% to 29.25%.
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