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wallace1
commit
provider
openrouter
model
qwen/qwen-2.5-coder-32b-instruct:free
headline
position
Downgrade
stock
Praj Industries
sentiment
Bearish
base price
₹409.10
target price
₹393
horizon
Mid Term
returns
-3.9%
justification
- Revenue declined 8.4% YoY.
- EBITDA margin contracted 685bps YoY.
- Tariff-related uncertainties affecting order finalization.
- Funding constraints halting dispatches in the domestic market.
- P/E ratio reduced to 29x Mar’27E.
Excerpt
Base Price Target Price Returns
permalink
https://kabootar.ai/predictions/prabhudas-lilladher-downgrades-praj-industries-to-hold-with-target-of-%e2%82%b9393/
source citation
https://www.moneycontrol.com/channel/0029Va2JvT3LtOj3x6oZcO1D
prompt
wallace1
commit
provider
openrouter
model
qwen/qwen-2.5-coder-32b-instruct:free
headline
position
Buy
stock
Greenlam Industries
sentiment
Bullish
base price
232.91
target price
₹313
horizon
Short Term
returns
34.37%
justification
- Revenue grew 11.4% year-over-year to ₹6.7bn.
- Gross margin expanded by 102bps year-over-year to 53%.
- Expecting 17-65% revenue and PAT CAGRs from FY25 to FY28.
- The stock fell by 15% in the month, offering a good buying opportunity.
- Upgrade from earlier recommendation, maintaining a target price of ₹313.
Excerpt
Base Price Target Price Returns
permalink
https://kabootar.ai/predictions/broker-anand-rathi-upgrades-greenlam-industries-to-buy-with-target-of-%e2%82%b9313/
source citation
https://www.moneycontrol.com/news/business/markets/buy-greenlam-industries-target-of-rs-313-anand-rathi-13483288.html
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wallace1
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provider
openrouter
model
qwen/qwen-2.5-coder-32b-instruct:free
headline
position
Upgraded
stock
MM Forgings
sentiment
Bullish
base price
₹319.00
target price
₹430
horizon
Short Term
returns
34.8%
justification
- Q1 EBITDA slipped 13%YoY to Rs625m due to higher other expenses.
- Domestic M&H CV sales growth expected at 4% CAGR FY25-28.
- The overseas CV sector expected to rebound FY27/28 due to low base and early buying.
- Revenue expected to grow at a faster rate than the industry.
- Stock currently undervalued.
Excerpt
Base Price Target Price Returns
permalink
https://kabootar.ai/predictions/broker-anand-rathi-upgrades-mm-forgings-to-buy-with-target-of-%e2%82%b9430/
source citation
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provider
openrouter
model
qwen/qwen-2.5-coder-32b-instruct:free
headline
position
Upgrade
stock
MRF
sentiment
Bullish
base price
target price
₹1,70,000
horizon
Long Term
returns
justification
- MRF’s Q1 EBITDA fell below expectations due to lower gross margins.
- The company is projected to experience healthy growth in revenue and profitability.
- Positive outlook on replacements and exports is anticipated to lead to increased market share.
- Favorable raw material prices are expected to improve MRF’s gross margins.
- Overall, Anand Rathi maintains a positive stance on MRF’s growth trajectory.
Excerpt
Base Price Target Price Returns
permalink
https://kabootar.ai/predictions/analyst-from-anand-rathi-upgrades-mrf-to-buy-with-target-of-%e2%82%b9170000/
source citation
https://www.moneycontrol.com/
prompt
wallace1
commit
provider
openrouter
model
qwen/qwen-2.5-coder-32b-instruct:free
headline
position
Downgrade from BUY to ACCUMULATE
stock
UNO Minda
sentiment
Bullish
base price
target price
₹1,218
horizon
Mid Term
returns
justification
- Revenue growth of 15.8% YoY but below estimates due to weaker momentum in Lighting and other products.
- EBITDA growth of 16.3% YoY, below expectations due to revenue miss and operational performance issues.
- Adjusted net profit growth of 11.7% YoY, again below forecasts due to operational difficulties.
- Revised valuation based on Jun’27 estimates.
- Downgraded rating due to elevated capex, localized revenue challenges, and cautious domestic demand outlook.
Excerpt
Base Price Target Price Returns
permalink
https://kabootar.ai/predictions/analyst-deven-choksey-from-brokerage-unspecified-recommends-accumulate-on-uno-minda-with-target-of-%e2%82%b91218/
source citation
https://www.moneycontrol.com/
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wallace1
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provider
openrouter
model
qwen/qwen-2.5-coder-32b-instruct:free
headline
position
Upgrade to Buy
stock
Britannia Industries
sentiment
Bullish
base price
₹5,550.50
target price
₹6025
horizon
Mid Term
returns
8.55%
justification
REPLACE WITH
- The US has introduced a new $100,000 fee for H-1B visa applications, which has raised concerns among Indian tech professionals.
- India has responded to the US’s decision to hike the price of skilled worker visas, citing potential humanitarian consequences.
- The Indian government has expressed concerns that the new fee could disrupt families and have a significant impact on Indian IT professionals.
- The White House has clarified that the $100,000 fee is a one-time charge for new applications, not an annual payment.
- The new H-1B visa fee applies only to new applicants and not to existing H-1B visa holders.
- The US’s move has upended the Indian IT industry’s playbook, with some experts predicting legal challenges and selective sponsorship.
Excerpt
Base Price Target Price Returns
permalink
https://kabootar.ai/predictions/mirae-asset-sharekhan-upgrades-britannia-industries-to-buy-with-target-of-%e2%82%b96025/
source citation
https://www.moneycontrol.com/
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wallace1
commit
provider
openrouter
model
qwen/qwen-2.5-coder-32b-instruct:free
headline
position
Hold
stock
BSE
sentiment
Neutral
base price
target price
₹2,450
horizon
Long Term
returns
justification
- Strong prospects of volume growth across segments, particularly derivatives.
- Improvement in costs contributing to enhanced quarterly EBITDA.
- Revised estimates factor in moderation in volume growth on a higher base.
- Possible regulatory changes remain a key risk to earnings.
- Neutral stance with updated target price reflecting adjusted earnings expectations.
Excerpt
Base Price Target Price Returns
permalink
https://kabootar.ai/predictions/icici-securities-downgrades-bse-to-hold-with-target-of-%e2%82%b92450/
source citation
https://www.moneycontrol.com/
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wallace1
commit
provider
openrouter
model
qwen/qwen-2.5-coder-32b-instruct:free
headline
position
Hold
stock
Ceigall India
sentiment
Neutral
base price
target price
₹256
horizon
Mid Term
returns
justification
- Muted Q1FY26 financials with revenue up 6% YoY and margins declining 359bps.
- Low order inflow and project cancellations impact order book.
- Bright outlook for road tendering supported by NHAI’s strong bidding targets.
- Target price derived from valuations of EPC business and HAM segment.
Excerpt
Base Price Target Price Returns
permalink
https://kabootar.ai/predictions/hold-ceigall-india-target-of-%e2%82%b9256/
source citation
(https://www.moneycontrol.com/news/business/earnings/sbi-q1-results-net-profit-rises-12-to-rs-19-160-crore-beats-estimates-13422587.html)
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wallace1
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provider
openrouter
model
qwen/qwen-2.5-coder-32b-instruct:free
headline
position
Maintain
stock
Century Plyboards
sentiment
Hold
base price
₹737.35
target price
₹730
horizon
Long Term
returns
-1.02%
justification
- Q1FY26 revenue growth of 16.3% YoY.
- Consolidated OPM declined 10bps YoY to 11%.
- EBITDA/APAT growth of 15.3% / 19.6% YoY.
- Management has guided for revenue growth of 10%+ / 20% / 20% YoY and OPM of 12-14% / high-single digit / 15% in plywood / laminates / MDF for FY26.
- Target price revised to INR 730, set at an unchanged 32x PER.
Excerpt
Base Price Target Price Returns
permalink
https://kabootar.ai/predictions/icicisecurities-maintains-hold-on-century-plyboards-with-target-of-%e2%82%b9730/
source citation
https://www.moneycontrol.com
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provider
openrouter
model
qwen/qwen-2.5-coder-32b-instruct:free
headline
position
Upgrade from Add
stock
Equitas Small Finance Bank
sentiment
Bullish
base price
target price
₹57
horizon
Mid Term
returns
justification
- Equitas reported its first net loss in 2008 at ~INR 2bn in Q1FY26.
- The bank’s credit cost is elevated and the high-yielding MFI portfolio declined by >20% QoQ.
- Despite this, management plans to focus on scaling the non-MFI book.
- The downgrade is based on a revised target price of INR 57, 1x on Sep’26E.
- There is an expectation for higher credit costs in FY26 due to up-front provisioning.
Excerpt
Base Price Target Price Returns
permalink
https://kabootar.ai/predictions/icici-securities-upgrades-equitas-small-finance-bank-to-hold-with-target-of-%e2%82%b957/
source citation
https://www.moneycontrol.com/news/business/stocks/equitas-small-finance-bank-target-of-rs-57-icici-securities-13422587.html