6 hrs ago
Brokerages See Up to 55% Upside in Seven Stocks
Several brokerages have said they like seven Indian companies as investments.
They gave most of the companies a “buy” rating, while Zydus Lifesciences received an “overweight” rating.
The analysts believe these businesses could grow because of strong demand, acquisitions, specialized services or market leadership.
Zydus Lifesciences was given the largest possible gain in the article, at 55%.
Medi Assist could gain 42% if the target is reached, according to InCred Equities.
The analysts also identified risks, such as changing markets, natural disasters and spending on expansion.
The CemIndia Projects section has two different target prices, so that recommendation is unclear.
These targets are analyst estimates, not guarantees that the share prices will rise.
Analysts issued fresh buy or overweight recommendations on seven companies, with projected upside ranging from 16% to 55%.
Zydus Lifesciences received the highest projected upside at 55%, with Globe Capital Markets setting a target of Rs 1,782.
Medi Assist Healthcare Services was assigned a 42% upside target of Rs 477 by InCred Equities.
SBI Funds Management, General Insurance Corporation of India and Seamec received projected upsides of 28%, 25% and 23%, respectively.
The CemIndia Projects recommendation contains conflicting target prices: Rs 477 in the heading and Rs 1,504 in the analyst rationale.
- Who
- ICICI Securities, Anand Rathi Share & Stock Broker, 360 One Capital, Angel One, Motilal Oswal Financial Services, InCred Equities and Globe Capital Markets issued views on seven companies.
- What
- The brokerages initiated or reiterated bullish coverage and assigned target prices implying potential gains of 16% to 55%.
- Where
- The companies are primarily India-focused, although several have international operations or portfolios.
- When
- The articles do not specify a publication date.
- Why
- The analysts cited growth prospects, market leadership, acquisitions, specialized capabilities, improving profitability and industry demand.
Bullish Investment Case
Risks and Reservations
Growth outlook
Bullish Investment Case
The brokerages expect strong growth from factors including acquisitions at Entero, order visibility at CemIndia, new vessels at Seamec, rising assets at SBI Funds and new product launches at Zydus Lifesciences.
Risks and Reservations
The analysts also acknowledge that some growth assumptions depend on acquisitions, new vessel additions, project execution and continued demand, making outcomes uncertain.
Profitability
Bullish Investment Case
Analysts cited improving margins at Entero and CemIndia, high EBITDA margins at SBI Funds, a potential combined-ratio improvement at GIC Re and a medium-term EBITDA margin target for Zydus Lifesciences.
Risks and Reservations
GIC Re still underwrites at a loss and remains exposed to catastrophes; Zydus Lifesciences faces acquisition-integration and Saroglitazar investment costs; and SBI Funds faces risks from market-linked assets, regulatory changes and active-equity yield pressure.
Market and external risks
Bullish Investment Case
360 One Capital said demand for Seamec’s subsea services is structural and relatively inelastic to crude-price volatility, while Angel One cited GIC Re’s strong solvency and domestic franchise.
Risks and Reservations
Seamec’s outlook includes assumptions about a demerger, merger and two new vessels, while GIC Re’s earnings could be affected by severe monsoons, cyclones or seismic events.
Key facts
- Companies covered
- Entero Healthcare Solutions, CemIndia Projects, Seamec, General Insurance Corporation of India, SBI Funds Management, Medi Assist Healthcare Services and Zydus Lifesciences.
- Highest projected upside
- Zydus Lifesciences: 55%, based on Globe Capital Markets’ target price of Rs 1,782.
- Lowest projected upside
- Entero Healthcare Solutions: 16%, based on ICICI Securities’ target price of Rs 2,100.
- Medi Assist target
- Rs 477, implying 42% upside, according to InCred Equities.
- SBI Funds target
- Rs 720, implying 28% upside, according to Motilal Oswal Financial Services.
- GIC Re target
- Rs 441, implying 25% upside, according to Angel One.
- CemIndia discrepancy
- The heading states a Rs 477 target and 22% upside, while the body states a Rs 1,504 target.
Quotes
Motilal Oswal Financial Services
Brokerage firm providing the SBI Funds Management recommendation
“New launches across Saroglitazar (US), Desidustat (China) and the scaling 505 portfolio extend the runway; near-term margins stay conservative on acquisition integration and Saroglitazar investment spend, though we see clear line of sight to the 28-30 per cent medium-term EBITDA target.”
businesstoday.in
“SBI Funds is a high-quality, structurally compounding AMC franchise, supported by its market leadership, SBI-led distribution moat, underpenetrated MF industry, and significant operating leverage.”
businesstoday.in
Sources
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