Motilal Oswal's research report on Bosch: Bosch's 2QFY25 results beat estimates due to lower raw material costs, driven by localization efforts. However, auto demand remains weak, and margin pressure persists with no near-term improvement visibility. The stock is fairly valued at ~45x FY25E/38x FY26E EPS, with a Neutral stance and TP of INR34,280.
Open FlipBSE reported strong 2QFY25 results, with 192% YoY and 31% QoQ PAT growth to INR3.46b, driven by revenue growth and operational efficiency. Operating revenue grew 137% YoY to INR7.5b, with a 100% YoY jump in Star MF revenue. EBITDA margins expanded to 52.1%. BSE reported strong 2QFY25 results, with 192% YoY and 31% QoQ PAT growth to INR3.46b, driven by revenue growth and operational efficiency.
Open Flip📌Top gainers in Nifty were Eicher Motors (up 6.43%), Hero Motocorp (up 1.87%), HDFC Life Insurance Company (up 1.31%), Reliance Industries (up 1.24%), and Kotak Mahindra Bank (up 1.19%). 📌Top losers included Hindustan Unilever (down 3.07%), Tata Consumer (down 2.91%), Britannia Industries (down 2.59%), Bharat Petroleum Corporation (down 2.50%), and Nestle India (down 2.35%).
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