External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Transport Corp Of India / Equity Bottom-Up

<ul><li>Diversified service offerings (Freight, Supply Chain, and Seaways), coupled with sectoral resilience, helped TRPC maintain double-digit growth in 1HFY25.</li><li>Total revenue grew 11% YoY in 1HFY25, supported by double-digit growth across business segments (11%/13%/17% YoY in Freight/Supply Chain/Seaways), despite margin pressures in Freight and Supply Chain.</li><li>In Seaways, TRPC expects capacity utilization to remain high in 2HFY25, with only one dry-dock planned near FY25 end.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Diversified service offerings (Freight, Supply Chain, and Seaways), coupled with sectoral resilience, helped TRPC maintain double-digit growth in 1HFY25.Total revenue grew 11% YoY in 1HFY25, supported by double-digit growth across business segments (11%/13%/17% YoY in Freight/Supply Chain/Seaways), despite margin pressures in Freight and Supply Chain.In Seaways, TRPC expects capacity utilization to remain high in 2HFY25, with only one dry-dock planned near FY25 end.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Transport Corporation of India - On Track for Sustainable Growth

External broker reports(aggregated public sources), Sharekhan

Sharekhan

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>TCI is expected to benefit from an improving domestic trade environment since July 2024 end led by withdrawal of monsoons, stocking up of festive inventory and gradual pick up in MSME led demand.</li><li>Acquisition of two new ships are expected to add incremental revenues of at least Rs.</li><li>80 crore per ship from FY2028. Consistently high OPMs in Seaways is likely to drive net earnings from FY2028. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

TCI is expected to benefit from an improving domestic trade environment since July 2024 end led by withdrawal of monsoons, stocking up of festive inventory and gradual pick up in MSME led demand.Acquisition of two new ships are expected to add incremental revenues of at least Rs.80 crore per ship from FY2028. Consistently high OPMs in Seaways is likely to drive net earnings from FY2028. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Transport Corporation of India Ltd - Well-Placed to Benefit from Demand Uptick

<ul><li>Sharekhan's research report on Transport Corporation of India TCI continues to look at new smaller ship acquisitions and possibly a larger one, too, after the recent cancellation of the contract for two new ship acquisitions owing to challenges in the economic stability of shipbuilders.</li><li>India’s manufacturing push, with large manufacturing firms focusing on core competencies, offers a high growth opportunity, with expected outsourced logistics services.</li><li>Management retained its topline and bottomline growth guidance for FY2024 and FY2025 at 5-10% y-o-y and 10-15% y-o-y.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sharekhan's research report on Transport Corporation of India TCI continues to look at new smaller ship acquisitions and possibly a larger one, too, after the recent cancellation of the contract for two new ship acquisitions owing to challenges in the economic stability of shipbuilders.India’s manufacturing push, with large manufacturing firms focusing on core competencies, offers a high growth opportunity, with expected outsourced logistics services.Management retained its topline and bottomline growth guidance for FY2024 and FY2025 at 5-10% y-o-y and 10-15% y-o-y.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Transport Corporation of India Ltd - Recent Correction Offers Buying Opportunity

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Western Carriers / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/western-carriers" target="_blank" data-smartkarma-citation="entities:39869:1" rel="noopener">Western Carriers (1489172D IN)</a> is looking to raise about US$100m in its upcoming India IPO.</li>
<li>Western Carriers (India) Limited (WCIL) was the largest private, multimodal, rail focused, 4PL asset-light logistics company in India in terms of container volumes in FY22, as per 1Lattice.</li>
<li>In this note, we talk about the company’s historical performance.</li>
</ul>



Western Carriers (1489172D IN) is looking to raise about US$100m in its upcoming India IPO.
Western Carriers (India) Limited (WCIL) was the largest private, multimodal, rail focused, 4PL asset-light logistics company in India in terms of container volumes in FY22, as per 1Lattice.
In this note, we talk about the company’s historical performance.


Western Carriers Pre-IPO-Expanding Through a Combination of Asset-Light Model and Own Infrastructure

CJ Darcl Logistics Limited / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/cj-darcl-logistics-limited" target="_blank" data-smartkarma-citation="entities:43862:1" rel="noopener">CJ Darcl Logistics Limited (1506129D IN)</a> is looking to raise around US$100m in its upcoming India IPO.</li>
<li>CJ Darcl Logistics (CJDL) is a diversified logistics company in India, with market leadership in full truck load (FTL) vertical in terms of revenue for FY23, according to CRISIL.</li>
<li>In this note, we talk about the company’s historical performance.</li>
</ul>



CJ Darcl Logistics Limited (1506129D IN) is looking to raise around US$100m in its upcoming India IPO.
CJ Darcl Logistics (CJDL) is a diversified logistics company in India, with market leadership in full truck load (FTL) vertical in terms of revenue for FY23, according to CRISIL.
In this note, we talk about the company’s historical performance.


CJ Darcl Logistics Pre-IPO - Diversifying and Integrating Operations for a Larger Pie

India

Transport Corporation of India Limited provides integrated cargo transportation and logistics services. The Company provides handling of heavy-duty cargo through surface movement, door-to-door distribution for time committed cargo, and coastal shipping. The Company moves a variety of products, including raw materials, industrial products, pharmaceuticals, and agricultural products.

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Transport Corp Of India (TRPC IN)

Transport Corporation of India - On Track for Sustainable Growth

Diversified service offerings (Freight, Supply Chain, and Seaways), coupled with sectoral resilience, helped TRPC maintain double-digit growth in...

Motilal Oswal

Transport Corporation of India Ltd - Well-Placed to Benefit from Demand Uptick

TCI is expected to benefit from an improving domestic trade environment since July 2024 end led by withdrawal of monsoons, stocking up of festive...

Sharekhan

Transport Corporation of India Ltd - Recent Correction Offers Buying Opportunity

India’s manufacturing push, with large manufacturing firms focusing on core competencies, offers a high growth opportunity, with expected...

Sharekhan

Western Carriers Pre-IPO-Expanding Through a Combination of Asset-Light Model and Own Infrastructure

Western Carriers (India) Limited is looking to raise about US$100m in its upcoming India IPO. In this note, we talk about the company’s historical...

Akshat Shah

CJ Darcl Logistics Pre-IPO - Diversifying and Integrating Operations for a Larger Pie

CJ Darcl Logistics Limited is looking to raise around US$100m in its upcoming India IPO. In this note, we talk about the company’s historical...

Akshat Shah

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