External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Atul (ATLP) reported revenue 7% above our expectation in 3QFY25. Revenue in the Life Science Chemicals segment increased 23% YoY, while it rose 24% YoY in the Performance &amp; Other Chemicals segment.</li><li>Gross margin came in at 50.5% (+340bp YoY), while EBITDAM expanded 250bp YoY to 15.8%.</li><li>EBITDA increased 48% YoY to INR2.2b, and PAT jumped 63% YoY to INR1.2b.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Atul (ATLP) reported revenue 7% above our expectation in 3QFY25. Revenue in the Life Science Chemicals segment increased 23% YoY, while it rose 24% YoY in the Performance &amp; Other Chemicals segment.Gross margin came in at 50.5% (+340bp YoY), while EBITDAM expanded 250bp YoY to 15.8%.EBITDA increased 48% YoY to INR2.2b, and PAT jumped 63% YoY to INR1.2b.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Atul - The Life Science Segment Continues Its Stellar Performance

<ul><li>They will rise from the ashes, but the burning comes first. For this part, they must bebrave.”</li><li>ATLP has burned for three long years (FY22-24) and it is a classic case ofvaluations perched higher despite a significant decline in earnings.</li><li>During FY22/FY23/ FY24, EBITDA declined 1%/15%/18% YoY and earnings declined 9%/15%/39% YoY.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

They will rise from the ashes, but the burning comes first. For this part, they must bebrave.”ATLP has burned for three long years (FY22-24) and it is a classic case ofvaluations perched higher despite a significant decline in earnings.During FY22/FY23/ FY24, EBITDA declined 1%/15%/18% YoY and earnings declined 9%/15%/39% YoY.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>
<a href="https://www.smartkarma.com/entities/greaves-cotton-ltd" target="_blank" data-smartkarma-citation="entities:11664:1" rel="noopener">Greaves Cotton (GRV IN)</a> is raising funds by separately listing its mobility arm, enabling better focus and execution for the segment.</li>
<li>Company is guiding for 30,000Cr topline by 2030  with 13-15% margins excluding mobility segment.</li>
<li>The company's core business remains profitable and on a growth path. New funds will improve the mobility arm's operations and support current business growth would be from ongoing capex investments.</li>
</ul>



Greaves Cotton (GRV IN) is raising funds by separately listing its mobility arm, enabling better focus and execution for the segment.
Company is guiding for 30,000Cr topline by 2030  with 13-15% margins excluding mobility segment.
The company's core business remains profitable and on a growth path. New funds will improve the mobility arm's operations and support current business growth would be from ongoing capex investments.


The Beat Ideas: Greaves Cotton- Demerging The Cash Cow From Mobility Business

Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

Thematic (Sector/Industry)

To anybody who grew up in India, auto rickshaws were pivotal in providing last mile connectivity. But our recent visits to India proved otherwise. Cab aggregators had taken over the system and we found ourselves hopping in and out of an Ola or an Uber. Having built itself up as the largest three wheeler industry in the world, we wondered if the country could hold on to its crown.Sustaining Exports Necessary to Buoy Growth of the Three Wheeler Industry While the automobile industry in India as a…

To anybody who grew up in India, auto rickshaws were pivotal in providing last mile connectivity. But our recent visits to India proved otherwise. Cab aggregators had taken over the system and we found ourselves hopping in and out of an Ola or an Uber. Having built itself up as the largest three wheeler industry in the world, we wondered if the country could hold on to its crown.Sustaining Exports Necessary to Buoy Growth of the Three Wheeler Industry While the automobile industry in India as a…

If the Indian Rickshaw Market Doesn't Get Organised, It May Be Bye-Bye to the Tuk-Tuk

India

Atul Auto Ltd. manufactures three-wheeled commercial diesel vehicles.

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