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Brokerage Radar: Jefferies recommends 'Buy' on Sun Pharma, CLSA rates NHPC 'Outperform'

09 Dec , 2024   By : Debdeep Gupta


Brokerage Radar: Jefferies recommends 'Buy' on Sun Pharma, CLSA rates NHPC 'Outperform'

Check out the latest brokerage calls and analyst comments on the stocks in action today. Our coverage includes Sun Pharma, RIL, Tata Power, and more.


Jefferies On Sun Pharma

Buy Call, Target `2,150/Sh

Analysis Of Latest Cancer Treatment Specialty Assets Suggest Combined Peak Sales Of $100 m

Other Indications Are Still In the Trial Stage & Thus Present An Option Value

Peak Sales Are Modest

Co Should Leverage Existing Infra To Commercialise Pdts & May Not Add Costs

Combined NPV Is Estimated At $380 M Which Is Less Than 1% Ofthe  Current Market Cap


Jefferies On Godrej Cons

Buy Call, Target `1,550/Sh

In A First, Co Released Its Pre-Qtr Update Well Before Qtr End

Both Soaps & Home Insecticides Likely To See Vol Decline (Overall India: Near-Flat YoY) In Q3

Despite Domestic Rev Growth At MSD, EBITDA Likely To Decline On Margin Pressure

Mgmt Sees These As Transitory Issues

Release Would Likely Add To Investor Concerns On A Slowing Down Ind


Motilal Oswal on RIL

Buy Call, Target `1,580/Sh

Compelling Risk-Reward; FCF Generation Likely To Pick Up

Reliance Jio: Tariff Hike, Market Share Gains, & FWA Ramp-Up To Drive Growth

Reliance Retail: Growth Recovery Remains Key For Re-Rating

O2C: Refining Margin Recovery Underway; Petchem To Remain Soft

New Energy: Best Placed To Utilise Economies Of Scale


Motilal Oswal On Tata Power

Buy Call, Target `509/Sh

Mgmt Showcased Its Vision To Double EBITDA & PAT By FY30, Respectively

By FY30, Co Expects Share Of Renewables In PAT To Rise To ~50% (FY24: 21%)

Share Of Conventional Generation & Coal Will Decline To 11% By FY30

Capex Is Est To Rise To `1.46 Lk Cr In Next Five Years, 3x Capex Over Last Five Years


Jefferies on Financials

After Easing Liquidity Stance In Oct, RBI has cut CRR by 50bps to 4%; No Change In Repo Rate

seems open to more monetary policy support if growth softens

The Cut Should Ease Liquidity & Lower COF

Loan Rate Cuts May Follow Repo Rate Cut

For Life Insurers, Gov Clarified No Need To Tighten Norms

Stay Ve On Banks & Life Insurers


InCred On Lloyd Metals

Initiate Add Call, Target Price At `1,476/Sh

Newly Auctioned Iron Ore Mines Unviable To Operate

Steel Scrap Availability Not Rising In Sync With Steel Output

Iron Ore Prices Are Likely To Rise

Shortfall In Output By Lloyd Metals Could Lead To Iron Ore Shortage In FY26

In Base Case, Shortage Is Likely To Begin In FY27

Value Stock At 7.5x FY27F EV/EBITDA


Equirus On PG Electroplast

Initiate Buy Call, Target Price At `980/Sh

Build In Around 39%/44%/60% Revenue/EBITDA/PAT CAGR Over FY24-FY27E

Over FY21-FY24, PGEL Grew At An Impressive 57% Revenue CAGR

EBITDA Skyrocketed During This Period As Cost Leadership Led To Margin Expansion


CLSA On NHPC

Outperform Call, Target Price At `120/Sh

Global Roadshow Feedback: An Under-Appreciated And Inexpensive Net Zero Play

Decadal Green Growth Validated By FY24-29 Regulations

Gaining Share In Hydro And New, Faster Growth Avenues Emerge

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