Latest news with #MotilalOswal
Time of India
2 days ago
- Business
- Time of India
Suzlon Energy rallies 13% on strong Q4 results; Motilal Oswal raises target price
Shares of Suzlon Energy surged as much as 13.6% to Rs 74.30 on the BSE on Friday after brokerage firm Motilal Oswal raised its target price to Rs 83 and reaffirmed its 'buy' rating, citing the company's strong fourth-quarter earnings and an upbeat outlook for FY26. As of 12:45 pm, Suzlon Energy is trading at Rs 71.04, up 8.59% for the day. The revised target implies a potential 27% upside from Suzlon's last closing price and a further 11.7% gain from Friday's intraday high. The rally came after Suzlon reported March-quarter results that significantly exceeded analyst expectations, driven by better-than-expected wind turbine generator (WTG) deliveries and margin expansion. 'Suzlon Energy delivered a strong set of results, with deliveries and EBITDA coming in ~15% and 38% ahead of our expectations, respectively,' Motilal Oswal said in a note, according to an ET report. 'Management maintained its positive outlook and guided for at least a 60% year-on-year improvement in deliveries, revenue, EBITDA, and adjusted PAT for FY26.' In Q4FY25, Suzlon reported a 365% year-on-year jump in consolidated net profit to Rs 1,182 crore, up from Rs 254 crore a year earlier. Revenue from operations rose 73% to Rs 3,773 crore. On a sequential basis, net profit grew 205%, while revenue increased by 27%. EBITDA for the quarter stood at Rs 690 crore, marking a 94% increase year-on-year, with EBITDA margin expanding to 18.4%. The earnings also included a deferred tax gain of approximately Rs 600 crore. The WTG segment performed strongly, with revenue more than doubling to Rs 3,142 crore and EBIT rising over fivefold to Rs 420 crore. Suzlon delivered 573 MW during the quarter, bringing total deliveries in FY25 to 1,550 MW—up 118% from the previous year. For the full year, the company reported a 67% increase in revenue to Rs 10,851 crore and a 214% rise in net profit to Rs 2,072 crore. EBITDA for the year was up 81% at Rs 1,857 crore, supported by a significant improvement in the WTG segment's contribution margin, which exceeded 23%. Suzlon's order book stood at 5,555 MW as of May 2025, including 1,500 MW from NTPC. In FY25, the company installed 336 MW and had another 371 MW ready for commissioning. Motilal Oswal pointed to strengthening sector momentum as a key driver, with India's wind energy installations projected to reach 6 GW in FY26, and 7–9 GW annually over the next two years. It said Suzlon is well-positioned to benefit from this expansion, supported by its execution capabilities. 'The early implementation of the local content-related draft notification can be a strong catalyst for the stock,' the brokerage added. Motilal Oswal values the stock at a forward P/E of 35x FY27 estimated earnings—slightly above its historical average—reflecting increased earnings visibility and execution momentum. Stay informed with the latest business news, updates on bank holidays and public holidays . AI Masterclass for Students. Upskill Young Ones Today!– Join Now
Time of India
2 days ago
- Business
- Time of India
Suzlon share price soars 14% as Motilal Oswal sees 27% upside on Q4 earnings beat, bullish FY26 outlook
Q4 profit more than quadruples Live Events FY25 sees broad-based growth Sector tailwinds, execution key drivers (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel Shares of Suzlon Energy surged as much as 13.6% on Friday to Rs 74.30 on the BSE after brokerage Motilal Oswal raised its target price to Rs 83 and reiterated its 'buy' rating, citing a strong Q4 performance and a robust outlook for Oswal's revised target implies a potential return of 27% from the stock's last closing level and a further 11.7% upside from Friday's intraday high. The brokerage highlighted Suzlon's March-quarter earnings, which came in significantly ahead of expectations, driven by better-than-anticipated wind turbine generator (WTG) deliveries and margin expansion.'Suzlon Energy delivered a strong set of results, with deliveries and EBITDA coming in ~15% and 38% ahead of our expectations, respectively,' Motilal Oswal said in a note. 'Management maintained its positive outlook and guided for at least a 60% year-on-year improvement in deliveries, revenue, EBITDA, and adjusted PAT for FY26.'Suzlon reported a 365% year-on-year surge in consolidated net profit to Rs 1,182 crore in Q4FY25, up from Rs 254 crore a year earlier. Revenue from operations rose 73% to Rs 3,773 crore. On a sequential basis, net profit jumped 205%, while revenue grew 27%.EBITDA stood at Rs 690 crore, marking a 94% year-on-year increase, with the EBITDA margin expanding to 18.4%. The earnings included a deferred tax gain of approximately Rs 600 from the wind turbine generator (WTG) segment more than doubled to Rs 3,142 crore, while EBIT surged over fivefold to Rs 420 crore. Deliveries during the quarter stood at 573 MW, bringing total deliveries for FY25 to 1,550 MW — a 118% increase from the previous the full year, Suzlon reported a 67% rise in revenue to Rs 10,851 crore and a 214% increase in net profit to Rs 2,072 crore. EBITDA grew 81% to Rs 1,857 crore, supported by a sharp improvement in the WTG segment's contribution margin, which exceeded 23%.The company's order book stood at 5,555 MW as of May 2025, including 1,500 MW from NTPC . In FY25, a total of 336 MW was installed, with an additional 371 MW ready for Oswal noted that sector momentum is picking up, with India's wind energy installations expected to grow to 6 GW in FY26, and further to 7–9 GW annually over the next two years. The brokerage said Suzlon is well-positioned to benefit from this expansion and described the company's execution track record as also highlighted policy support as a potential tailwind, stating that the early implementation of local content-related guidelines could act as a significant catalyst for the stock.'The early implementation of the local content-related draft notification can be a strong catalyst for the stock,' Motilal Oswal brokerage values Suzlon at a forward P/E of 35x FY27 estimated earnings—a slight premium to its historical average — citing stronger earnings visibility and execution momentum.: Recommendations, suggestions, views, and opinions given by the experts are their own. These do not represent the views of The Economic Times)
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Business Standard
2 days ago
- Automotive
- Business Standard
Bajaj Auto down 3% post Q4 results; check key numbers, analysts view here
Bajaj Auto share price: Automobile major Bajaj Auto share price was under pressure on the last trading day of the week i.e. Friday, May 30, 2025, with the scrip falling up to 2.51 per cent to hit an intraday low of ₹8,650.10 apiece. At 9:37 AM, Bajaj Auto shares made a slight recovery but continued to trade lower, down 2 per cent at ₹8,694.15. In comparison, BSE Sensex was trading flat at 81,625.74 levels. Bajaj Auto Q4 results Bajaj Auto reported its March quarter of financial year 2025 (Q4FY25) results on May 29, 2025, post market-hours. The company's standalone profit rose 5.85 per cent year-on-year (Y-o-Y) to ₹2,049 crore in the March quarter of FY25, from ₹1,936 crore in the March quarter of FY24. Bajaj Auto's total revenue from operations increased 5.8 per cent Y-o-Y to ₹12,148 crore in Q4FY25, from ₹11,484.7 crore a year ago. At the operating level, earnings before interest, tax, depreciation and amortisation (Ebitda) surged 6.3 per cent Y-o-Y to ₹2,450.6 crore in Q4FY25, from ₹2,306.3 crore a year ago, Ebitda margin improved slightly to 20.17 per cent in the MArch quarter of financial year 2025, as against 20.08 per cent in the same quarter previous fiscal year. Bajaj Auto dividend The Board of Directors has recommended a dividend at the rate of ₹210 per share (2,100 per cent) of face value of ₹10 each on equity shares for FY25. The said dividend, if approved by the shareholders at the ensuing Annual General Meeting, will be credited/dispatched on or around August 8, 2025. The company has fixed June 20, 2025 as record date fixed for the purpose. Bajaj Auto Q4 results analysts view According to analysts at Motilal Oswal, Bajaj Auto reported Q4FY25 earnings of ₹2,050 crore, broadly in-line with expectations. Operating margins held steady Y-o-Y at 20.2 per cent, as gains from a favourable currency environment and an improved product mix were offset by the suspension of exports to KTM and increased promotional expenses. While the recovery in exports and robust ramp-up in Chetak and three-wheeler (3W) segments are encouraging, analysts noted concerns persist over Bajaj Auto's declining market share in the domestic motorcycle market—particularly in the crucial 125cc+ segment. Additionally, the rollout of its CNG motorcycle, Freedom, has been slower than anticipated. The company recently acquired a controlling stake in KTM under favourable terms, but the success of this move will hinge on how swiftly it can revitalise KTM's operations—an important factor to watch going forward. At approximately 26.9x/24x FY26E/FY27E earnings, the stock appears fairly valued. Motilal Oswal analysts maintained a 'Neutral' rating on Bajaj Auto, with a target price of ₹8,688, based on 24x FY27E core EPS.
Time of India
3 days ago
- Business
- Time of India
ISB bags its largest ever donation of Rs 100 crore from Motilal Oswal founders
Hyderabad: Premier B-school, the Indian School of Business, on Thursday said it received its largest ever philanthropic contribution of Rs 100 crore from the Motilal Oswal Foundation, which is the philanthropic arm of Motilal Oswal Financial Services Limited. The contribution will support the setting up of the Motilal Oswal Executive Centre at ISB's Hyderabad campus. The three-storey state-of-the-art executive centre, spread over 1,91,532 sq ft, will house lecture theatres, meeting rooms, office spaces, and a faculty lounge. A memorandum of understanding (MoU) on the donation was also formally exchanged in the presence of Motilal Oswal, the Chairman of the Motilal Oswal Foundation, Raamdeo Agrawal, Trustee of the Motilal Oswal Foundation, ISB Dean Prof Madan Pillutla, and ISB Executive Board member Pramath Raj Sinha. Terming education as a transformational force, Motilal Oswal said the foundation helped build Motilal Oswal knowledge centres at IIT Bombay, IIM Mumbai, and Plaksha University as the group's efforts to invest in India's future by providing a space for learning, growth, and nation-building. According to Raamdeo Agrawal, the contribution to ISB, which has become a centre of excellence in business education in India, will enable corporate executives to enhance their capabilities in the rapidly evolving business environment. Motilal Oswal Foundation was set up in 2011 with both the founders of the Motilal Oswal Group pledging 10% equity stake of their personal holdings in the group company for philanthropy.
Time of India
3 days ago
- Business
- Time of India
ISB gets its largest ever donation of Rs 100 crore from Motilal Oswal founders
ISB gets its largest ever donation of Rs 100 crore from Motilal Oswal founders HYDERABAD: Premier B-school, the Indian School of Business, on Thursday said it had received its largest ever philanthropic contribution of Rs 100 crore from the Motilal Oswal Foundation, which is the philanthropic arm of Motilal Oswal Financial Services Limited. The contribution will support the setting up of the Motilal Oswal Executive Centre at ISB's Hyderabad campus. The three-storeyed state-of-the-art executive centre, spread over 1,91,532 sq ft, will house lecture theatres, meeting rooms, office spaces, and a faculty lounge. A memorandum of understanding (MoU) on the donation was also formally exchanged in the presence of Motilal Oswal, the chairman of the Motilal Oswal Foundation, Raamdeo Agrawal, trustee of the Motilal Oswal Foundation, ISB dean Prof Madan Pillutla, ISB Executive Board member Pramath Raj Sinha. Terming education as a transformational force, Motilal Oswal the foundation has helped build Motilal Oswal knowledge centres at IIT Bombay, IIM Mumbai and Plaksha University as the group's efforts to invest in India's future by providing a space for learning, growth and nation-building. According to Raamdeo Agrawal, the contribution to ISB, which has become a centre of excellence in business education in India, will enable corporate executives to enhance their capabilities in the rapidly evolving business environment. Motilal Oswal Foundation, which was set up in 2011, saw both the founders of Motilal Oswal Group pledge 10% equity stake of their personal holdings in the group company for philanthropy. Stay informed with the latest business news, updates on bank holidays and public holidays . AI Masterclass for Students. Upskill Young Ones Today!– Join Now
