RT @latha_venkatesh: THANK YOU VIEWERS 🙏🙏🙏 CNBC-TV18 is the preferred destination on Budget Day; racks up 92% viewership during FM’s speech…

CITI on Voda Idea Buy, TP cut to Rs 12 Nearer term, a (relatively modest) Rs55bn cash payment that is due to the gov’t (by March 10th) bears watching. Network investments, meanwhile, continue to accelerate, benefits of which co expects to see 4Q onwards @CNBCTV18News

Macquarie on Chalet Initiate O-P, TP Rs 1100 Is a licensee, developer,& operator of premium hotels & real estate in India focused primarily on tier-1 metros Chalet's businesses benefit from increased business demand (travel or office space) & shortage of inventory @CNBCTV18News

Macquarie on Lemon Tree O-P, TP Rs 210 Driving hotel penetration into mid-market & tier-2/3 cities in India Asset-light focus allows for high FCF margin potential Co benefits from increasing demand on growing business/leisure travel & discretionary income @CNBCTV18News

Macquarie on SBI Cards Upgrade to O-P, TP Raised to Rs 1000 Channel checks indicate credit card slippages plateauing Expect credit costs to start declining materially in next 2 qtrs Other catalysts- Falling rates, easing liquidity, tax cuts, &RBI's incrementally softer stance

Bernstein on Muthoot Fin O-P, TP Rs 2500 another quarter of “over-promise & over deliverance” as its 9MFY25 growth at 28% for gold AUM (vs. Mar-24) surpassed even its upward revised guidance of 25% for full year Credit costs flat sequentially but remain elevated @CNBCTV18News

Macquarie on PFC O-P, TP Rs 660 Growth disappoints; PAT beat driven by higher NIM & forex gain FY25 growth target of 14% YoY looks difficult Expect credit cost to remain-ve near term driven by write-backs from stress assets such as KSK Mahanadi Val (0.7x [core]FY27E P/B)

MS on Kotak Mah BK OW, TP Rs 2290 RBI lifts ban on new customer onboarding (through digital channels) & issuance of credit cards Well placed for re-rating Potential re-acceleration in unsecured loan growth would aid bank in managing margins & growth better than peers

CLSA on Ashok Leyland U-P, TP Rs 190 Better mix and steady pricing drove margin up QoQ Higher ASP led to 55bps Ebitda margin beat versus our estimates Believe are in midst of CV downcycle Believe AL Ebitda margin is likely to decline to 11% in 26CL as compared to 12.8% in Q3FY25.

CITI on Bharat Forge Sell, TP Rs 920 3Q EBITDA in line Outlook cautious, especially for exports Mgmt called out weak demand in Europe in both CVs & PVs In US, there is uncertainty regarding tariff regime, in addition to some slowdown in demand @CNBCTV18News @sudarshankr

UBS on Siemens Buy, TP Rs 8000 Energy segment healthy; short cycle weakness impacted ex energy P&L Top line/EBITDA/recurring PAT (including energy business) grew 4%/10%/7% yoy. Ex of energy, orders stood strong at Rs 42.6 bn (up 20% YoY) @CNBCTV18News @CNBCTV18Live

CLSA on Jubilant FoodWorks U-P, TP Rs 450 Domestic sales growth of 19% with order growth of 34% indicating lower ticket Margins missed consensus driven by lower gross margins Popeyes still a work in progress and Turkey SSSG slips on a tough base @CNBCTV18News @blitzkreigm

RT @CNBCTV18News: D-Street Chatter | Market sees a sharp recovery from oversold levels. Real estate #stocks under pressure on profit bookin…