External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

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.

Thematic (Sector/Industry)

<ul><li>Samvardhana Motherson International: SAMIL’s Q1 revenue was above our estimate, led by the modules and polymer products division</li><li>PAT at INR 9.9bn was higher than our estimates (INR 7.9bn) due to lower RM cost and lower depreciation</li><li>While ROCE for Q1 was ~18%, SAMIL maintained its long-term aspiration of 40%</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.

Samvardhana Motherson International: SAMIL’s Q1 revenue was above our estimate, led by the modules and polymer products divisionPAT at INR 9.9bn was higher than our estimates (INR 7.9bn) due to lower RM cost and lower depreciationWhile ROCE for Q1 was ~18%, SAMIL maintained its long-term aspiration of 40%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.

HSIE Results Daily: Samvardhana Motherson International, Oil India, Happiest Minds Technologies

HSIE Results Daily: Samvardhana Motherson International, Oil India

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>ONGC, Oil India to Price New Gas at 20% Premium over the APM price.</li>
<li>JSW Steel buys a 66.67% stake in M Res NSW for $120 million.</li>
<li>Adani Green Energy aims for a 30% CAGR in renewable capacity.</li>
</ul>


ONGC, Oil India to Price New Gas at 20% Premium over the APM price.
JSW Steel buys a 66.67% stake in M Res NSW for $120 million.
Adani Green Energy aims for a 30% CAGR in renewable capacity.


# 45 India Insight: ONGC, Oil India Price Premium, JSW Steel Acquisition, Adani Green RE Target

<ul><li>Oil India: Our ADD recommendation on Oil India with a target price of INR 680 is premised on oil production growth at 9% CAGR and gas production growth at 26% CAGR over FY24-26E</li><li>Q4FY24 EBITDA stood at INR 23bn (-1% YoY, +11% QoQ), and PAT at INR 20bn (+14% YoY, +28% QoQ) came in above our estimate, driven by higher-than-expected realisations and higher other income</li><li>Oil and gas production stood at 1.65mmtoe (+5% YoY, -1% QoQ), below our estimates. </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.

Oil India: Our ADD recommendation on Oil India with a target price of INR 680 is premised on oil production growth at 9% CAGR and gas production growth at 26% CAGR over FY24-26EQ4FY24 EBITDA stood at INR 23bn (-1% YoY, +11% QoQ), and PAT at INR 20bn (+14% YoY, +28% QoQ) came in above our estimate, driven by higher-than-expected realisations and higher other incomeOil and gas production stood at 1.65mmtoe (+5% YoY, -1% QoQ), below our estimates. 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.

HSIE Results Daily: Oil India, Astral, Eris Lifesciences, Aether Industries

External broker reports(aggregated public sources), Sharekhan

Sharekhan

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

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>Sharekhan's research report onOil India Management expects oil/gas production to register a robust CAGR of 8%/26% over FY2024E-FY2026E, led by higher drilling activity.</li><li>We have increased our FY2024-FY2026 earnings estimate by 3-16% to factor higher oil and gas production and lower operating cost.</li><li>Stability in oil and gas realisation along with recovery in oil/gas production to drive 11% CAGR in standalone earnings over FY2024E-FY2026E.</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.

Sharekhan's research report onOil India Management expects oil/gas production to register a robust CAGR of 8%/26% over FY2024E-FY2026E, led by higher drilling activity.We have increased our FY2024-FY2026 earnings estimate by 3-16% to factor higher oil and gas production and lower operating cost.Stability in oil and gas realisation along with recovery in oil/gas production to drive 11% CAGR in standalone earnings over FY2024E-FY2026E.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.

Oil India Ltd - NRL Not Fully Priced-In; Upgrade to Buy

India

Oil India Ltd. explores, develops, and produces crude oil and natural gas in India and internationally. The Company is also involved in the transportation of crude oil, production of liquefied petroleum gas, pipeline services, as well as various exploration and production related services.

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Oil India Ltd (OINL IN)

HSIE Results Daily: Samvardhana Motherson International, Oil India, Happiest Minds Technologies

Samvardhana Motherson International: SAMIL’s Q1 revenue was above our estimate, led by the modules and polymer products division

HDFC Securities

HSIE Results Daily: Samvardhana Motherson International, Oil India

Samvardhana Motherson International: SAMIL’s Q1 revenue was above our estimate, led by the modules and polymer products division

HDFC Securities

# 45 India Insight: ONGC, Oil India Price Premium, JSW Steel Acquisition, Adani Green RE Target

ONGC and Oil India set new gas prices at 20% premium, JSW Steel acquires majority stake in M Res NSW for $120 million, Adani Green Energy targets...

Sudarshan Bhandari

HSIE Results Daily: Oil India, Astral, Eris Lifesciences, Aether Industries

Our ADD recommendation on Oil India with a target price of INR 680 is premised on oil production growth at 9% CAGR and gas production growth at 26%...

HDFC Securities

Oil India Ltd - NRL Not Fully Priced-In; Upgrade to Buy

Sharekhan's research report onOil India Management expects oil/gas production to register a robust CAGR of 8%/26% over FY2024E-FY2026E, led by...

Sharekhan

Price Gauge

52-week Range

Market Cap (USDm)

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Dividend (Yield)

HSIE Results Daily: Samvardhana Motherson International, Oil India, Happiest Minds Technologies

Samvardhana Motherson International: SAMIL’s Q1 revenue was above our estimate, led by the modules and polymer products division

HDFC Securities

HSIE Results Daily: Samvardhana Motherson International, Oil India

Samvardhana Motherson International: SAMIL’s Q1 revenue was above our estimate, led by the modules and polymer products division

HDFC Securities

# 45 India Insight: ONGC, Oil India Price Premium, JSW Steel Acquisition, Adani Green RE Target

​ONGC and Oil India set new gas prices at 20% premium, JSW Steel acquires majority stake in M Res NSW for $120 million, Adani Green Energy targets...

Sudarshan Bhandari

HSIE Results Daily: Oil India, Astral, Eris Lifesciences, Aether Industries

Our ADD recommendation on Oil India with a target price of INR 680 is premised on oil production growth at 9% CAGR and gas production growth at 26%...

HDFC Securities

Oil India Ltd - NRL Not Fully Priced-In; Upgrade to Buy

Sharekhan's research report onOil India Management expects oil/gas production to register a robust CAGR of 8%/26% over FY2024E-FY2026E, led by...

Sharekhan

ONGC and Oil India set new gas prices at 20% premium, JSW Steel acquires majority stake in M Res NSW for $120 million, Adani Green Energy targets...