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stock

Narayana Hrudayalaya

sentiment

Bullish

base price

₹1845.80

target price

₹2000

horizon

Mid Term

returns

8.3%

justification

Why did Anand Rathi’s stock analysts bring a crystal ball to work? Because they wanted to see their Buy rating on Narayana Hrudayalaya’s stock reach the target price of ₹2000, and it seems they’ve finally cracked the secret to predicting the market trends, but little did they know, the crystal ball was just a stockastic way of saying they got lucky!

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API Test – Simple field update

permalink

https://kabootar.ai/predictions/analyst-from-anand-rathi-recommends-buy-on-narayana-hrudayalaya-with-target-of-%e2%82%b92000/

source citation

https://www.moneycontrol.com/channel/0029Va2JvT3LtOj3x6oZcO1D

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position

Maintain

stock

Aegis Logistics

sentiment

Neutral

base price

₹725

target price

₹725

horizon

Not Specified

returns

0%

justification

  • Aegis Logistics reported lower-than-expected earnings in 1QFY26, missing estimates by 14%.
  • Management projects a 25% CAGR in PAT over the next few years, driven by upcoming capacity expansions.
  • The brokerage estimates a 13% CAGR in EPS over FY25-27E.
  • Current valuations at a FY27E PE of 29.6x and PB of 4.4x are seen as pricey.
  • The target price of ₹725 reflects a fair valuation based on a 30x FY27E EPS of ₹24.1.

Excerpt

Base Price Target Price Returns

permalink

https://kabootar.ai/predictions/motilal-oswal-maintains-neutral-rating-on-aegis-logistics-with-target-of-%e2%82%b9725/

source citation

(https://www.moneycontrol.com/news/business/stocks/neutral-aegis-logistics-target-of-rs-725-motilal-oswal-13482587.html)

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Recommendation

stock

Data Patterns India

sentiment

Neutral

base price

N/A

target price

₹2500

horizon

Long Term

returns

N/A

justification

Maria had always dreamed of opening her own bakery, but she faced numerous setbacks. Growing up in a low-income household, she had to work multiple jobs to support her family. Despite the challenges, Maria’s passion for baking only grew stronger. She spent every spare moment perfecting her recipes and techniques. One day, Maria’s big sister was involved in a severe accident that left her with a long and costly recovery. The medical bills were piling up, and Maria knew she had to do something to help. She scraped together every penny she had and took out a small loan to rent a tiny storefront. With the help of her family and friends, Maria transformed the storefront into a cozy bakery. She worked tirelessly to create delicious treats that would bring in customers. Despite the long hours and hard work, Maria’s bakery slowly began to thrive. As the months passed, Maria’s bakery became a staple in the community. People raved about her mouthwatering pastries and warm hospitality. Maria’s hard work and determination had paid off, and she was finally able to support her family and achieve her dreams. Years later, Maria’s bakery was still going strong. She had overcome countless obstacles and proved that with perseverance and passion, anything is possible. Maria’s story inspired others to chase their own dreams, no matter how impossible they seemed.

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Base Price Target Price Returns

permalink

https://kabootar.ai/predictions/brokerage-motilal-oswal-recommends-neutral-on-data-patterns-india-with-target-of-%e2%82%b92500/

source citation

https://www.moneycontrol.com/

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position

Neutral

stock

Info Edge

sentiment

Neutral

base price
target price

₹1380

horizon

Long Term

returns

4%

justification

  • Motilal Oswal’s research report indicates that Info Edge’s standalone revenue was INR 7.4 billion, up 15.3% year-over-year and 7.2% quarter-over-quarter.
  • The EBITDA margin of 37.7% was flat quarter-on-quarter and down 130 basis points year-on-year.
  • Overall billings grew 11.2% year-on-year to INR 6.4 billion.
  • The adjusted PAT was INR 2.6 billion, below the estimated INR 2.8 billion.
  • The brokerage maintains a neutral rating with a fair value target of INR 1,380 per share, implying a 4% upside.

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Base Price Target Price Returns

permalink

https://kabootar.ai/predictions/broker-motilal-oswal-recommends-neutral-on-info-edge-with-target-of-%e2%82%b91380/

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position

Neutral

stock

Manappuram Finance

sentiment

Neutral

base price
target price

₹280

horizon

Long Term

returns
justification

  • Motilal Oswal reported 1QFY26 consolidated profit of ₹1.3 billion.
  • NII declined ~10% YoY to ₹13.8 billion.
  • Operating expenses grew 10% YoY but were lower than expected.
  • Credit costs fell significantly to ₹5.6 billion.
  • AUM increased ~3% QoQ and gold AUM rose ~13% QoQ.

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Base Price Target Price Returns

permalink

https://kabootar.ai/predictions/broker-motilal-oswal-recommends-neutral-on-manappuram-finance-with-target-of-%e2%82%b9280/

source citation

https://www.moneycontrol.com/news/business/stocks/neutral-manappuram-finance-target-of-rs-280-motilal-oswal-13465187.html

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position

Initiates Coverage

stock

Max Financial Services

sentiment

Neutral

base price
target price

₹1750

horizon

Not specified

returns

Not calculable due to lack of base price

justification

  • Improved new business APE growth of 15% YoY to INR16.7 billion.
  • VNB growth of 32% YoY to INR3.4 billion, beating estimates by 9%.
  • Higher VNB margin at 20.1% versus 17.5% in the previous quarter.
  • EV of INR264.7 billion at the end of 1QFY26.
  • Retains estimates with 25.0%/25.5% VNB margin in FY26/27.

Excerpt

Base Price Target Price Returns

permalink

https://kabootar.ai/predictions/broker-motilal-oswal-recommends-neutral-on-max-financial-services-with-target-of-%e2%82%b91750/

source citation

(https://www.whatsapp.com/channel/0029Va2JvT3LtOj3x6oZcO1D) (https://news.google.com/publications/CAAqBwgKMJWwjwswq82iAw?hl=en-IN&gl=IN&ceid=IN%3Aen) (https://www.google.com/preferences/source?q=https://www.moneycontrol.com)

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Reiterate

stock

NALCO

sentiment

Neutral

base price

N/A

target price

₹190

horizon

Long Term

returns

N/A

justification

  • Softening in alumina prices and muted volumes affected 1QFY26 revenues.
  • Consolidated EBITDA margins remained strong despite QoQ declines.
  • NALCO’s valuation at CMP is considered fair with the Neutral rating.
  • Final dividend of ₹2.5 per share was recommended for FY25.
  • TP of ₹190 values the stock at 4.5x EV/EBITDA based on FY27E expectations.

Excerpt

Base Price Target Price Returns

permalink

https://kabootar.ai/predictions/motilal-oswal-reiterates-neutral-rating-on-nalco-with-target-of-%e2%82%b9190/

source citation

https://www.moneycontrol.com

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Neutral

stock

Repco Home Finance

sentiment

Neutral

base price

₹367.45

target price

₹430

horizon

Long Term

returns

16.98%

justification

  • The 1QFY26 PAT grew 2% YoY to INR1.1 billion, beating expectations by 6%.
  • NII grew ~8% YoY to ~INR1.8 billion, meeting expectations.
  • Opex rose ~17% YoY to INR530 million, lower than MOFSLe.
  • PPOP grew ~4% YoY to INR1.4 billion, beating estimates by 7%.
  • The company needs to deliver stronger loan growth to command higher valuations.
  • GNPA rose ~5bp QoQ to ~3.3%, while NNPA dipped ~10bp QoQ to ~1.2%.

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Base Price Target Price Returns

permalink

https://kabootar.ai/predictions/motilal-oswal-recommends-neutral-on-repco-home-finance-with-target-of-%e2%82%b9430/

source citation

(https://www.moneycontrol.com/news/business/stocks/neutral-repco-home-finance-target-of-rs-430-motilal-oswal-13484767.html)

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New Position

stock

Voltas

sentiment

Neutral

base price
target price

₹1350

horizon

Mid Term

returns
justification

  • Voltas’ Q1FY26 earnings were below estimates.
  • Revenue dipped by 20% year-on-year due to declines across segments.
  • EBITDA and PAT saw significant contractions.
  • Management attributes the dip to challenging conditions and weak summer season demand.
  • Outlook remains upbeat, with the expectation of a recovery in future quarters.
  • Target price set at ₹1350 based on earnings and valuation metrics.

Excerpt

Base Price Target Price Returns

permalink

https://kabootar.ai/predictions/motilal-oswal-recommends-neutral-on-voltas-with-target-of-%e2%82%b91350/

source citation

https://www.moneycontrol.com/

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Accumulate (new position or revised target)

stock

Siemens

sentiment

Bullish

base price
target price

₹3,431

horizon

Long Term

returns
justification

  • Revenue Growth: Achieved 10.8% year-over-year revenue growth through enhanced operational execution and strategic initiatives.
  • Margin Improvement: EBITDA margin expanded by 382 basis points year-over-year to 26.6%, demonstrating operational efficiency gains.
  • Pipeline Development: Established a robust prospect pipeline valued at ₹1.0trn over the next several years, positioning for sustained growth.
  • Strategic Investment: Committed to advancing India’s defense indigenization efforts through ongoing strategic investments and partnerships.
  • Market Expansion: Successfully entered the space technology domain with the SSLV contract, diversifying revenue streams.

Excerpt

Base Price Target Price Returns

permalink

https://kabootar.ai/predictions/prabhudas-lilladher-recommends-accumulate-siemens-with-a-target-of-%e2%82%b93431/

source citation

https://www.moneycontrol.com/broker-research/

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