HDFC Securities recommends 'Buy' call for Cummins, 'Add' for Samvardhana Motherson, Alkem Labs, SAIL, Birlasoft, Suprajit Engineering, 'Reduce' for Bajaj Auto, Heidelberg Cements and 'Sell' for Deepak Nitrite. Bajaj Auto Ltd.’s Q4 FY25 Ebitda margin at 20.2% was 13 bps above the brokerages' estimate and 8bps above the Bloomberg consensus estimate. Brokerage maintains Sell on Deepak Nitrite Ltd., with a price target of Rs 1,676. Deepak Nitrite is venturing into polycarbonate manufacturing with an investment of Rs 50 billion and is also expanding into polycarbonate compounding.

Bajaj Auto, Alkem Labs, SAMIL, Deepak Nitrite, SAIL, Cummins, Birlasoft, Suprajit Eng, Heidelberg Q4 Review

HDFC Securities released stock recommendations for several companies, including a 'Buy' call on Cummins and 'Add' for Alkem Labs, SAIL, Birlasoft, and Suprajit Engineering. Bajaj Auto's Q4 FY25 EBITDA margin of 20.2% exceeded broker estimates, while Deepak Nitrite announced a Rs 50 billion investment in polycarbonate manufacturing.