PL Capital has reiterated its 'Accumulate' stance and lifted the target price, citing improved earnings visibility and project ramp-ups. Events
Improved financial flexibility, evident from a debt-free balance sheet and increasing FCF generation positions Ddev well to execute future capex and capacity expansions, adds IDBI Capital. Politics
Doms' revenue growth is expected to be in the band of ~18-20% with an Ebitda margin of ~16.5%-17.5% in FY26E. Politics
Birlasoft's largest vertical, manufacturing, saw a decline due to ramp-downs, project completions, and client insourcing, adds the brokerage Politics
Dolat Capital believes that revenue growth would improve with the recent price hikes and completion of ARS implementation. Politics
PL Capital downward revises FY26/FY27E earnings estimate by 1.9%/2.8% and reduces target price, based on 30x FY27E earnings Events
Berger Paints gross margin expanded by 150 bps YoY to 41.4% due to favorable raw material trends and improved product mix. Politics
ICICI Bank's valuations benefit from consistently superior asset quality metrics. Economics
Dolat Capital believes that growth and profitability are well built into present valuations; however, risks of macro uncertainty persist. Politics