Stocks on broker’s radar: Profits of United Spirits increased by 75% in the fourth quarter. The company’s revenue saw a 9% increase. Along with this, the margin also showed bounce. Nuama has given Bulish opinion on this stock. At the same time, the profit of Torrent Pharma in the fourth quarter increased by 10.9% to Rs 498 crore on an annual basis. Its revenue rose 7.8% to Rs 2,959 crore. Nuama has given the opinion of shopping on stock. Along with this, shares of Siemens, Zayadas Life and Hindalco have also come on the radar of brokerage. JP Morgan has given overweight opinion on Hindalco.
Nuama said on the United Spirits that Q4 Revenue was according to estimates. Ebitda was more than expected. On an annual basis as expected, the total volume saw a growth of 6.9%. A&P spending saw a decline of 2.8%. Other income was reduced by 25.8% annually on a quarterly basis. P&A Volume/Value showed an increase. Popular volume saw a decline of 2.2%. Gross/Ebitda margin from cost control showed 114bp/356bp improvement. Brokerage has given the opinion of shopping on this. Its target has been fixed at Rs 1820.
Nuama has given the opinion of shopping on Torrent Pharma. Its target has been fixed at Rs 3760. The fourth quarter saw a reduction of 1% in the revenue. Adjustable Ebitda is according to estimates while adjustand PAT was 2% less than estimates. New launch and development in the US is likely to accelerate. In Germany too, the company will benefit from winning the tender in FY 26.
These 4 stocks will be installed in the climbing market, the temper of profit will be done by taking stock from different sectors
JP Morgan gave opinion on Hindalco and said that the company’s domestic business is in the right direction for EBITDA expansion. Debt reduction, organic growth will reduce the challenges of Novelis. Ebitda was seen more than anticipated. Brokerage has given overweight opinion on this. Its target has increased to Rs 720.
Nomura said in its report on Zayadas Life that FY26F was more than the guidance estimate. The US revenue is expected to grow in a single digit in FY26. The margin in FY26F is possible more than 26%. Brokerage has fixed its target of Rs 1140 by giving the opinion of shopping on stock.
Giving opinions on Siemens, brokerage firm Nuama said that the results of the company’s Q2FY25 remained sluggish, so they have given a hold rating on this. Along with this, its target price has been fixed at Rs 3170.
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