Buy UPL, YES Bank, Arvind, Alembic Pharma: Dharmesh Kant

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26 Aug, 2025 12:21

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In CNBC-TV18's popular show Bull's Eye, Dharmesh Kant of Indianivesh Securities shares his trading strategies for the day.

One may buy UPL, it posted good set of numbers on all front, it has presence in 21 geographies and its management has done well to generate higher free cash flow and bring down debt level considerably. I think the recent correction from Rs 210 to Rs 185 levels gives a good opportunity to enter this stock at current levels with a price target of Rs 210 and a stoploss at Rs 180.

One may buy YES Bank for a price target of Rs 330 and a stoploss at Rs 294. It posted decent set of numbers with its corporate and retail banking doing at around 20 percent. Net profit growth came at around 21.4 percent and its asset quality still remains one of the best in the industry at 0.08 percent of net NPL.

One may buy Arvind for a price target of Rs 156 and stoploss of Rs 140. It posted decent set of numbers with top line growth of around 26 percent, bottom-line grew by around 36 percent. The branding in retail division has been picking up well. Management sounded confident of the current growth momentum to be maintained in near future and valuing the company at around 11.5 times its FY14 earnings. The valuation comes at around Rs 156.

One may buy Alembic Pharmaceuticals. It came out with decent set of numbers primarily propelled by a better product mix in the domestic market. Their facility for generic business has been now operational in full swing and this specialty segment has been showing healthy growth traction. Valuing the company at around 14.5 percent its FY15 earnings estimate, the price target comes to be around Rs 240.