Systematix Group

10.2K posts

Systematix Group banner
Systematix Group

Systematix Group

@SystematixGrp

25+ years of trusted expertise in financial services • Equity 📈 • Research 🔍 • Mutual Funds 🌱 • Investment Banking 🏛

India Katılım Ocak 2014
231 Takip Edilen2.4K Takipçiler
Systematix Group
Systematix Group@SystematixGrp·
Tata Capital Ltd – Quality Franchise Available at Reasonable Valuations Initiate with BUY | Target Price: ₹400 Read full report: bit.ly/3PP4EU8 We initiate coverage on Tata Capital Ltd (TATACAP), a leading diversified NBFC and subsidiary of Tata Sons. Backed by strong parentage and a CRISIL AAA credit rating, the company is transitioning into a high-growth phase supported by retail-focused lending and superior operating leverage. Key highlights: 🔸 Strong structural advantage in brand credibility and low cost of capital 🔸 Leading diversified NBFC with a robust AUM of ~₹2.6trn (as of 9MFY26) 🔸 Strategic shift toward granular Retail and SME lending segments 🔸 Successful integration of Tata Motors Finance (TMF) and internal consolidations 🔸 Rapid distribution expansion paired with disciplined underwriting standards 🔸 Positioned for steady margin improvement and stronger operating leverage in the medium term 🔸 Expected to deliver sustainable earnings growth following recent restructuring 🔸 Initiate with BUY, Target Price of ₹400 based on 2.7x FY28E P/BV We initiate coverage on Tata Capital Ltd with a BUY rating and a target price of ₹400. #SystematixGroup #StockMarketIndia #NBFC #TataCapital #FinancialServices #InvestmentBanking
Systematix Group tweet media
English
0
0
0
117
Systematix Group
Systematix Group@SystematixGrp·
Stocks to watch: 2nd April, 2026 📌 Tilaknagar Industries: The company reports that sales of its Mansion House brand surpassed 10 million cases in FY26, up from 8.7 million cases in FY25. 📌 Cochin Shipyard: The company reports that the Ministry of Corporate Affairs (MCA) has launched the second 100-day special outreach initiative titled 'Saksham Niveshak', running from April 1 to July 9. 📌 Amber Enterprises: The company reports that its arm, IL JIN Electronics, has acquired an additional 4.85% stake in Unitronics, bringing its total shareholding to 49.66%. 📌 Bajaj Hindusthan Sugar: The company has allotted 1.6 crore shares worth Rs. 8.5 crore on a preferential basis and separately allotted another 44 crore shares aggregating Rs. 44.57 crore. 📌 MM Forgings: The company reports that CFO R Venkatakrishnan has resigned, and R Raghunathan has been appointed as the new CFO. 📌 Mahamaya Steel Industries: The company reports total sales of 13,982.8 MT for the month of March in its latest business update. 📌 Balaji Telefilms: The company reports that Dhaval Sheth has resigned from his position as Deputy CFO due to personal reasons. 📌 IOL Chemicals and Pharmaceuticals: The company reports that the Registrar of Companies (RoC) has struck off its arm, IOL Life Sciences. 📌 Karnataka Bank: The company's March 31 business update shows total deposits up 3.8% YoY to Rs. 1.1 lakh crore, gross advances up 6.9% to Rs. 83,337 crore, and CASA up 10% to Rs. 36,621 crore. 📌 Pace Digitek: The company has secured a Rs. 495 crore EPC order from NTPC for the implementation of a 200 MW Battery Energy Storage System (BESS) in Bihar. #SystematixGroup #StocksToWatch #StockMarketIndia #ShareMarket #NSE #BSE
English
0
0
0
127
Systematix Group
Systematix Group@SystematixGrp·
Your quick news rundown for today: 🔸Asia stocks fall, oil jumps as Trump says to hit Iran 🔸Brent jumps 4% above $105 as Trump warns Iran will be 'brought back to stone age' 🔸Hero MotoCorp shares in focus on strong March sales 🔸Lupin shares in focus as arm to acquire 43.38% stake in Multicare Pharma 🔸Highness Microelectronics IPO set for strong debut as GMP signals healthy listing pop 🔸RBI says banks cannot offer NDF contracts as its tightens forex norms #SystematixGroup #DailyNews #News #StockMarketIndia #IndianEconomy #NewsUpdate
English
0
0
0
111
Systematix Group
Systematix Group@SystematixGrp·
Stocks to watch: 1st April, 2026 📌 Lupin: The company has received a tentative approval from the US FDA for its Sugammadex Injection, which is used to reverse neuromuscular blockade. 📌 NTPC Green Energy: The company reports that its arm, NTPC Renewable Energy, has signed a pact with SECI for the supply of Green Ammonia and a separate MoU with PTC India for the sale of renewable energy. 📌 GMR Power and Urban Infra: The company has acquired an additional 2.37% stake in GMR Kamalanga Energy from IDFC FIRST Bank. 📌 Jain Resource Recycling: The company has approved the acquisition of a 26% stake each in three distinct power companies to strengthen its energy portfolio. 📌 Nazara Technologies: The company has acquired the remaining 12.56% stake in Nextwave Multimedia, making it a 100% wholly-owned subsidiary. 📌 Coforge: The company has received approval from the RBI for an overseas investment exceeding $1 billion, facilitating its international expansion plans. 📌 ACS Technologies: The company has entered into a strategic partnership with a UAE-based AI firm to distribute their portfolio of AI and IoT solutions across the Indian market. 📌 Sammaan Capital: The company has allotted 33 crore shares to Avenir Investment, an entity controlled by the IHC Group, at an issue price of Rs. 139 per share. 📌 Texmaco Rail & Engineering: The company has secured an order worth Rs. 357 crore from the JSW Group for the manufacture and supply of various rakes and wagons. 📌 RailTel Corp: The company has received a supply and service work order worth Rs. 29.7 crore from the State of Jharkhand. #SystematixGroup #StocksToWatch #StockMarketIndia #ShareMarket #BSE #NSE
English
0
0
0
134
Systematix Group
Systematix Group@SystematixGrp·
Your quick news rundown for today: 🔸Asian stocks jump on Iran war offramp, oil steady 🔸Commercial LPG gets costlier by Rs 195.5 amid West Asia war 🔸OpenAI valued at $852 billion after completing $122 billion round 🔸Jet fuel prices soar past Rs 2 lakh per kl for first time amid oil surge 🔸RailTel Corp shares in focus on Rs 29.69cr order win from Jharkhand Education Project Council 🔸Granules India shares in focus after arm gets VAI status post USFDA inspection #SystematixGroup #DailyNews #News #StockMarketIndia #IndianEconomy #NewsUpdate
English
0
0
0
93
Systematix Group
Systematix Group@SystematixGrp·
Stocks to watch: 30th March, 2026 📌 Arvind SmartSpaces: The company has added its first residential apartment project in Mumbai, with a top-line potential of Rs 300 crore and a total estimated carpet area of 42,000 sq ft. 📌 Colgate-Palmolive India: The company has partnered with Mumbai Indians under the Colgate Total brand, rolling out the PLOT initiative aimed at maintaining peak dental health. 📌 Lumax Auto Technologies: The company has approved a proposal to invest up to Rs 7 crore in its joint venture, Lumax Alps Alpine India. 📌 Eicher Motors: The company has launched the Royal Enfield Guerrilla 450 APEX, with a starting ex-showroom price of Rs 2.5 lakh. 📌 JSW Steel: The company has completed the transfer of the steel business of Bhushan Power and Steel to JSW Sambalpur via a slump sale. 📌 Schneider Electric: The company has revised the capex for its Vadodara plant to Rs 156 crore to enhance shopfloor, civil and structural works. 📌 Ceigall India: The company's arm has received a letter of award for a Rs 603 crore project, which includes an 18-month construction period and will be executed under hybrid annuity mode. 📌 JNK India: The company has received an order in the Rs 300–600 crore range from JNK Global for a cracker furnace package as part of a refinery project. 📌 Ethos: The company has opened a new Ethos Watch Boutique in Srinagar. 📌 NIIT Learning Systems: The company has received a Rs 15 crore demand order from the Income Tax Department. #SystematixGroup #StocksToWatch #StockMarketIndia #StockMarket #ShareMarket #NSE #BSE
English
0
0
0
129