Buy, Sell, Hold: 7 stocks and 1 event are on the radar of analysts today

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26 Aug, 2025 12:21

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The brokerage house highlighted that the core ideology of the merger is to create a mass retail-oriented financial conglomerate. In this, IDFC Bank will get a large retail platform and the combined entity will focus on serving small businesses, it added. Having said that, it sad that there are several regulatory approvals that are required for the combination and the process could take at least 12 months. SLR requirements for IDFC Bank will now go up post the merger.

Macquarie too said that the deal will need approvals from many regulatory authorities. Further, it said that unless Shriram Transport shareholders get a premium, the deal should be opposed. Moreover, IDFC wants to keep Shriram separate due to the large statutory requirements. Meanwhile, it added that the merger is going to be time-consuming and complex and could take 12 months for approvals and another two years for integration to take place. Among challenges, it said that the technology and cultural integration will be a huge challenge. Additionally, there could be exits of important staff members of Shriram Group.

The brokerage house sees little impact on the company post its proposed merger with IDFC Bank. The underweight call is based on the earnings worries around growth and non-performing loans (NPLs).

Nomura said that JLR’s global retail sales at 51,591 units were against the expectation of 48,000 units. The company benefitted from strong demand for XF and F-Pace. Moreover, China surprised with robust 65 percent year on year growth, led by XF. It expected FY18 wholesales to remain healthy at 10.6 percent year on year.

The brokerage house said that the valuations were corrected on non-fundamental factors. Further, it added that business potential remained intact and expects growth recovery in FY18. It estimates 12.2% revenue CAGR over FY17-FY19 in the hospital business. SRL demerger, it said, would be the key trigger for stock price and it expects meaningful value unlocking with separate listing of it.

BofAML said that the stock was factoring in a difficult-to-achieve growth over 10 years. Further, it said, that small and local jewellers could continue to retail advantage against the company.

The global financial services firm said that strong retails for Land Rover & China is good news for the mix and highlighted that 65 percent year on year growth in China volumes was the bigger surprise. Further, it said that the company was among its preferred picks in Indian auto sector. It expects incentive spending in China for imported models to decline and sees Land Rover volumes to recover in FY18.

Goldman Sachs sees the upside potential if the Supreme Court reverses ban on selling liquor near highways. A 13-14 percent upside potential to FY18 EBITDA estimates & share value.