FAIR VALUE M&M

1- Let us Understand the classification of Listed Indian industries _2023 2- Bajaj Auto: CMP: 9852: Long Term Gr: 11% Cy Growth: 19% | Q2_FY_25 RESULTS UPDATE 3- Eicher Motors: CMP: 2546: Long Term Gr: 15 C Year: 141 4- WONDERLA: 878 Long Term Gr: 15% | CYear Gr: 13% | Fy_24 Result updated 5- ### Wonderla Q1 FY25 Financial Analysis 6- Wonderla Q2 FY25 Full Analysis 7- Qualified institutions placement of equity share for Wonderla Holidays ???? 8- BEL: CMP: 290: Sales Long term: 11% Q1_FY25: 20% | Q1_FY_25 Result Updated 9- ### Bharat Electronics Limited (BEL) Q1 FY25 Financial Analysis 10- INDUSTRY DASHBOARD 11- Balkrisind: CMP: 2340 LongTerm CAGR: 15% | Cy Gr: (-10%) | Q3_FY_24 RESULT UPDATE 12- Auto Tyres & Rubbers Industry 13- 14- 15- 16- 17- 18- 19- 20- 21- 22- 23- 24- 25- 26- MRF: CMP: 80400: Long term Gr: 10 CY Gr: 70 27- FAIR VALUE OF MRF: 28- Useful Links 29- Q1 FY25 results for Balkrishna Industries Ltd: 30- ### Balkrishna Industries: Consolidated Q2 FY25 & H1 FY25 Financial Analysis 31- AMARA RAJA BATTERIES CMP: 1548 | LONG TERM GR: 15% | Q1_fy25 GR: 17% | Q1_fy25 Result Update 32- ### Amara Raja Batteries: Consolidated Financial Results for Q1 FY25 33- Asset Management Companies: Industry DASHBOARD 34- HDFC AMC: CMP: 4604 Sales Gr: Long term: 11% | H1_FY25: 37% Result Update 35- Airlines Industry 36- InterGlobe Aviation: CMP: 4270: SALES GR LT: 20% | FY24: 25% RESULT UPDATE 37- Agro Chemicals 38- PI Industries Q1 FY25 Key Highlights 39- PI Industry: CMP: 3790 Sales Gr long term: 19% CYear: 18% | fy_24 result update 40- INDUSTRY DATA 41- Breweries & Distilleries: 42- UBL: CMP: 1491 | Long term Gr: 19% | Cyear Gr: 27% | Fy_23 Result update on 23rd June 23 43- Radico: CMP: 454: CY SALES: -13 44- Kajaria Ceramics: CMP: 1319 | Long growth: 17% | C_Year Growth: 5% | 9M_Fy_24 Results Update 45- TCS: 4149: Sales Growth Long Term: 16% | 9M_fy25Sales: 5.2% | 9M_FY25 Result Update 46- ### Tata Elxsi: CMP: 6203: Long Term: Sales 17% | Cy Sales 6.6% |Q3_Fy_25 Result Update 47- INFY:CMP: 1751: Sales Growth: 17 Profits: 21 48- INFY FAIR VALUE 49- LTI: CMP: 3874 : Cy Sales 31 LongTerm Sales: 18 50- LTI FAIRVALUE 51- TRIO OF IT INDUSTRY: DATA STUDY 52- Cement & Cement Products: 53- Ultracemco: CMP: 11105: Long term Sales Gr 13% | H1_fy25: 0% | H1_fy25_Result Update 54- SHREE CEMENTS: CMP: 21163: LONG TERM GR: 15 CY GROWTH: 21 H1_FY23 RESULT UPDATE: 16TH OC 55- Shreecement Intrinsic Value 56- Eagle’s Eye View: Analysis for UltraTech Cement's Q2 FY25: 57- HAVELLS: CMP: 1636 | Long Term: 15% | | Q2_FY25 Sales Gr: 16% | Q2_FY_25 Result Update 58- *Havells India* Limited's Q1 FY25 results: Eagle’s Eye View: 59- Cigarettes, Tobacco Products: 60- FAIR VALUE: ITC 61- Civil construction industry in India: 62- Larsen & Toubro: CMP: 3690: LONG TERM SALES GR: 16 Q1_FY25: 15% | Q1_fy25 Results Update 63- Rites: CMP: 271: Long Term Gr: 8 CYear -25 64- Fairvalue of RITES 65- Q1 FY25 Results Larsen & Toubro (L&T): 66- ### Larsen & Toubro (L&T) Financial & Operational Summary for Q2 FY25 & H1 FY25 67- India Ratings Affirms Larsen & Toubro’s NCDs at ‘IND AAA’/Stable 68- Dmart: CMP: 4183: Long Term Sales: 27% H1_FY25_Sales: 16% |H1_Fy_25 RESULT UPDATE 69- Diversified Commercial Services 70- TEAMLEASE: CMP: 2639 Long Term Growth: 19% CYear Growth: 16% | Q1_FY24 Result Update 7th Sept 71- HINDUNILVR: CMP: 2427 | LONG TERM GR: 10% | CYEAR GR: 3% | Q3_FY_24 RESULT UPDATE 72- PATANJALI: CMP: 1703 CYear Gr:-8%, Long Term Gr: 10% | Q1_Fy25 Result Update 73- Eagle’s Eye View: Patanjali Foods Limited for Q1 FY25: 74- Patanjali's Q2 FY25 financials: 75- Ecommerce Listed Space 76- ZOMATO FAIRVALUE 77- Zomato's latest Q1 FY25 Results: 78- POWERDATA FOR POWER EXCHANGE 79- IEX: CMP: 209: Long term Gr: 15 Cy Gr: 19% | Q1_FY25 Result Update 80- PowerGrid: CMP: 194 Long term gr: 18 Cy Year: -4 81- CDSL: CMP: 1536 : LONG TERM GROWTH:25% CY GROWTH: 72% | Q1_fy25 Result update 82- ### Analysis of IEX Q1 FY25 Financial Results 83- Finance Including NBFC: 84- Bajaj Finance: CMP: 6610: LT SALES GR: 25% | Q1_FY25_GR: 29% |Q1_fy_25 Results Update 85- IRFC: CMP: 174 | LONG TERM GR: 15% | CYEAR GR: 12% | FY_24 RESULT UPDATE 86- IREDA: CMP: 147 Long term Gr: 20% | Cyear Gr: 35% 9M_FY_25 Result Update 87- Recltd :CMP: 139: 88- Financial results of Indian Railway Finance Corporation (IRFC) for Q1 FY25: 89- *Indian Railway Finance Corporation Limited (IRFC) for Q2 FY25:* 90- Relaxo Footwear: CMP: 836 9M_fy_24 Result updated 91- ## Relaxo Footwears Limited Q1 FY25 Results Analysis 92- Fertilizer 93- Coromandel: CMP 789: Sales growth long term: 12 Cyear: 11 94- DataStudy of Coromandel 95- ICICI GI: 1904 Long Term Sales Gr: 14% | H1_FY25 GR: 15% Q2_fy25 Result Update 96- ICICI GI: 1904 Long Term Sales Gr: 14% | H1_FY25 GR: 15% Q2_fy25 Result Update 97- Eagle's Eye View on ICICI Lombard's Q1_fy25 and insights: 98- Titan Ind CMP: 3769: Long term Sales: 19% | Q1_fy25: 23% q1_FY25 Latest result Update 99- Pageind: CMP: 40187: long term Sales: 19 CYear:55 H1 result update 12th Nov 100- DashBoard of Titan & Page 101- ### Titan Company Limited Q1 FY25 Financial Analysis 102- PAGE INDUSTRIES: CMP: 38982 | Long term Gr: 21% | C Year: (-3%) | FY24 Result Update 103- ### Page Industries Q1 FY25 Financial Analysis and Insights 104- TTK PRESTIGE: CMP: 698 | LONG TERM GR: 12% | CYEAR:(-5%) | Q3_FY_24 RESULT 105- Voltas: CMP: 1778: Sales Gr Long Term: 12% | Q1_fy25: 47% 106- Housing finance companies: 107- *Bajaj Housing Finance Limited (BHFL)* : CMP: 130 Long Term Gr: 30% | CY Gr: 24% 108- HDFC: CMP: 2342 Cy Sales: -2 LongTerm Sales: 23 9M Result Update on 24th Feb-22 Low Dem 109- FAIRVALUE HDFC 110- Lal PathLabs Ltd: CMP: 2752 | LONG TERM GR: 15% | CY GR: 10% | FY24 RESULT UPDATE 111- Healthcare Facilities: Long Term Sales: 17 CYear: -6 112- Apollo Hospital: 6504: Sales Gr Long term: 17% | CY: 15% Q3_fy24 Result Update 113- ### **Apollo Hospitals Q1 FY25 Financial Analysis** 114- Holding Companies: 115- Bajaj Finserv: cmp: Intrinsic Value 116- Bajaj Finserv: cmp: 5952: 117- Internet & Catalogue Services Industry 118- Naukri: CMP: 6780: Long Term Growth: 17 CYear: 8% | FY_24 Result Update 119- Highlights for Info Edge (India) Limited's FY24 results and Q4 FY24 120- Iron & steel Interim. Products 121- JSW Steel: CMP:901: Long term growth: 15% | Q1_fy25 Growth: 1.7% Result Updated 122- TataSteel: CMP: 1088 Sales Gr: 5 Profit Gr: 6X 123- INDUSTRY DATA 124- LTTS: CMP: 4966: LONG TERM GR: 15% Q2_FY_25: Gr: 8% Result Update 125- Advertising & Media Industry 126- AFFLE: CMP: 1528: Long term gr: 49% | Cy Growth: 28% | Q1_FY_25 Result Updated 127- Eagle’s Eye view: *L&T Technology Services (LTTS)* Q1 FY25 results: 128- ### Affle (India) Limited Q1 FY25 Analysis 129- Affle (India) Limited's Q2 FY25 130- Let us Understand the classification of Listed Indian industries 131- Life Insurance Industry 132- HDFC LIFE: CMP: 752: Premium GROWTH LT: 18% | Q2_FY25: 12% Result Update 133- SBI LIFE: CMP: 1076: 1.3x increase in number of claims reported from FY21 to Q1-FY22. 134- SBILIFE FAIRVALUE 135- Route Mobile: CMP: 1791 LONG TERM GROWTH 37% | fy_24: 13% Result Update 136- ### Eagle’s Eye View: Route Mobile Q1 FY25 Analysis 137- Non Alcoholic Beverages 138- VBL: CMP: 1004 Long Term Gr: 17 CY Growth: 34 139- Data Study 140- HDFCBANK: CMP: 1766 | Sales LONG TERM: 20% | SALES Q2_FY25: 13 % 141- Yes Bank: cmp: 15: Cy Sales: -31 Profit: 129 142- ### Eagle’s Eye view: HDFC Bank Q1 FY25 Results Analysis 143- Paints: 144- Asian paints: CMP: 2946: Long Term Gr: 16% | CYear: (-2%) | Q1_FY_25 Result Update 145- Kajaria Cera: 1174: Long term sales: 12 CYear Sales: 79 Q1 Result Update on 29th July-2 146- FAIRVALUE OF KAJARIA 147- SFL: 3407 Long Term Sales: 17 CYear: 30 Huge Demand But Inflations Hurt Profits 9M Re 148- SFL FairValue 149- SBIN:CMP: 817 Sales Gr: 15% | CYEAR GR: 26% | fy24 Result Update 150- SUPREMEIND: CMP: 4803 LONG TERM GR: 13% Q2_fy25 GR: (-2%) | RESULTS UPDATE 151- SUPREMEIND: CMP: 4803 LONG TERM GR: 13% Q2_fy25 GR: (-2%) | RESULTS UPDATE 152- ### Supreme Industries Q2 FY25 Financial Analysis 153- Pharmaceuticals: 154- Divis Lab: CMP 3796: Sales Long Term: 19% CYear: (-24%) Q1_Fy_24 Result Update 12/09/23 155- Pfizer: CMP: 4538: Long Term Sales Gr: 6 CYear: 4 156- Abbott India: CMP 16015: Long Term Gr: 15 CY Gr: 5 157- Sun Pharma: cmp 526: Sales: -9 Profits: Loss 158- Aplltd: cmp: 984: Sales Growth: 28Profit Growth: 65 159- Ajanta Pharma: cmp: 1461: 160- DataBase Of Pharma World 161- ### Divi's Laboratories Limited: Q1 FY25 Financial Analysis 162- Britannia: CMP: 4913: LONG TERM GR: 12% | CYEAR GR: 3% | Q3_FY_24 RESULT UPDATE 163- NESTLE INDIA 2776 Long Term Gr: 11% | H1_fy25 RESULT: SALES GR: 2% 164- Maruti: CMP: 12389: Sales LongTerm: 14%, Sales Q1_FY25: 10% | Q1FY25 RESULT UDPATE 165- M&M: CMP: 892 : LONG TERM GR: 12 CYEAR GR: 30 H1 RESULT UPDATE: 9TH NOV-21 166- FAIR VALUE M&M 167- Personal Care Dashboard 168- Godrej Cons: CMP: 759: Long Term Sales Gr: 12 CYear: 11 169- Godrej Consumer FAIR VALUE 170- Marico: Cmp: 528 : Sales Gr: Long Term: 9 Cyear: 10 171- COLGATE: Cmp: 1600: Sales Gr: 3 Profits: 18 172- Dabur: CMP: 503: Sales Gr: LongTerm: 7 Cyear: 14 173- Jubilant Foods: CMP: 687 Long term Gr: 14% | Q1_FY_25 Gr: 45% 174- Jubilant FoodWorks Limited Q1 FY25 Financial Performance Overview 175- Reliance Industries: CMP: 2719 LT Sales: 13% | CY: Sales: 6% | H1_FY_25 RESULT UPDATE 176- ### *Eagle’s Eye view Analysis of Reliance Industries' Latest Consolidated Results for Q1 FY25*: 177- Chairman's statement at the 47th Annual General Meeting (AGM) of Reliance Industries Limited: 178- Godrej Properties: CMP: 3299 Long Term Gr: 12% | Cyear gr: 35% fy24 Result Update 179- TEAMLEASE: CMP: 2244 Long Term Gr: 18% | C_Year Gr: 21% Result update: 30th May_23 180- MAPMYINDIA: CMP: 3069 | LONG TERM GR: 25% | Q1_fy25: 14% | Q1_fy25 Result Update 181- INDUSTRY DATA 182- ### MapmyIndia Q1 FY25 Financial Analysis and Insights 183- ???? Q2 FY25 Results Analysis for MapMyIndia 184- ???? New Update for MapmyIndia (C.E. Info Systems Limited): 16% Plus today 185- Specialty Retail: 186- PVR: 1599: Sales growth LT: 28 CY: 702 9M RESULT UPDATE ON 4TH FEB-22 187- PVR: FAIRVALUE 188- Specialty Chem Industry 189- Pidilitind: CMP: 3013: Long Term Gr: 16% | Current Year: 5% | FY_24 Result Update 190- TATA CONSUMER: CMP: 960 | Long term Gr: 12% , H1Fy25 Gr: 15% 191- ### Tata Consumer Products Limited Q2FY25 Financial Analysis 192- AU Small Finance Bank: CMP: 599: Long term Gr: 34% Cy Gr: 34% | Q3_FY24 Result Update 193- ### AU Small Finance Bank Q1 FY25 Financial Analysis 194- IRCTC: CMP: 918 LONG TERM GR: 18% | Q1_fy25 GR: 12% | RESULTS UDPATE 195- Telecom Services: LT Growth :14 CAGR Cy Year Growth: 21 196- Bharti Airtel: CMP 697: Long Term Sales: 12 CYear: 12 H1 RESULT UPDATED 3RD NOV-21 197- Bharti Airtel: Intrinsic Value 198- Textiles Industry 199- Textiles Industry DataStudy 200- KPR Mill: CMP: 464: Sales Growth: 43 H1 201- VTL: CMP: 830: Sales Growth -21 202- Garware Technical Fibres Ltd: CMP: 2158: CY Sales: -9 203- ### EMS Ltd Q1 FY25 Results Analysis 204- $50 million loan agreement between the Government of India and the Asian Development Bank (ADB) 205- Indias Largest Companeis in 2030: SUPER-21 206- Utilities Non_electric: longterm Gr: 17 CYear -19 Covid Affected Industry 207- Gail: CMP: 143 : long term Gr: 11 CYear: 44 208- IGL: cmp: 537: Long Term: 21 CYear: -32 209- MGL: cmp: 1107: Long Term Gr: 12 CYear: -28 210- FairValue of MGL 211- Indias TOP 3 Companies would be Crossing 1 Lakh Cr Profits during 2025-30. 212- Reliance Ind: Long Term Gr: 15 CAGR 213- TCS: Long Term Gr: 20 CAGR 214- HDFCBank: LongTerh Gr 22 CAGR 215- Nifty-6 Document 216- Nifty-6 DashBoard 217- Biotechnology 218- Biocon: CMP: 360: Long Term Growth of 15 CY Growth 10 9M Result Updated on 27th Jan-22 219- FAIRVALUE of BIOCON 220- Tata Consultancy Services (TCS), detailing their new partnership with Landis+Gyr 221- ZOMATO: CMP: 274 Long Term Growth: 56% Q1_fy25 Growth: 75% Q1_fy25 Result Update 222- ### Divi's Laboratories Limited: Q1 FY25 Financial Analysis 223- Tata Elxsi Technical Chart