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26 Aug, 2025 12:21

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The global research firm said that RERA & GST will yield market-share gains in the medium term. Further, it said that it liked the company’s strategy to add new projects to its portfolio through attractive deals. Currently, it believes that Phoenix Mills offers better risk/reward in the sector.

CLSA said that Q2 earnings growth of 88% YoY was above estimates. Further, it added that BKC office space sale drove the revenue surprise. Further, strong pre-sales momentum should continue and it increased the earnings to reflect a likely record year.

Brokerage: Macquarie | Rating: Outperform | Target: Raised to Rs 907

The brokerage raised FY17-20 earnings estimate by 17-18% owing to higher jewellery sales. It also believes higher valuation will sustain on potential market share gains.

Credit Suisse said that the results were a massive beat on margin and the momentum on market share gain continues. There was a big surprise on jewellery segment margin which are up 260 basis points.

The brokerage house said that Q2 margin expansion is likely to be sustained. It sees 40% upside from current levels.

Credit Suisse observed that the company’s Q2 standalone earnings were in-line with estimates. Further, it increased Novelis FY18 EBITDA & slightly increased volume for domestic operations. It also raised EPS estimates due to cash settlement in Q2 Novelis-Kobe JV.

The global research firm said that synergy guidance from Unichem’s acquisition is 2x expectations. Further, it also said that the deal catapults company to rank 2 in the cardiac segment. It cut FY18/19 EPS to 14%/28% as it build in deal with Unichem.

The brokerage said that Unichem acquisition is a good deal, but said that it could be earnings-dilutive initially. But it could be value-accretive as well, it added. Margin of the acquired business can expand to 30-40% from 20%.

The brokerage said that Unichem acquisition to be EPS accretive by FY21 and said that it also strengthens its position in existing therapies. For the second quarter, India growth was strong but US & Brazil were weak.

Credit Suisse said that non-impaired asset formation elevated in Q2, while credit cost will remain high. Given the low CET-1 of 7 percent and potential FY18 losses, the cap needs of bank are large.

CLSA said that the company reported loss due to upfront provisioning towards top-12 NPLs. It added that it was encouraging to see moderation in slippages, while stress loan ratio still stays elevated at 15%. It also cut earnings estimates for provisioning of stress loans.

CLSA said that stable NPLs & strong CASA are key. It observed that profit was ahead of estimates due to lower staff costs & provisions. A key positive was the moderation in slippages to 4.6% of past-year loans.

CLSA said that the company’s Q2 performance was uneventful and await strategic divestiture in H2. Further, the management is serious in monetising non-core assets to deleverage its balance sheet. The best is yet to come for the company’s coal operating profit, it added.

Emkay said that the company would double its profits & improve its RoCE to 30.5% from 20.6% by FY20. It also highlighted that the firm is No. 1 steel pipe maker with 13% domestic market share and it expects this to rise to 17% by FY20. Further, it added that the stock should be looked as a bet on India’s Construction/ Infrastructure/ Agri Push.