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

<ul><li>TCI has developed robust capabilities in multimodal Logistics via its presence across major transportation modes.</li><li>The company has well-diversified service offerings from Road freight, integrated Supply Chain solutions, Sea freight, to a JV with CONCOR for Rail freight.</li><li>These capabilities would be a key enabler for consistent growth in volumes and earnings for TCI over the next few years</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 has developed robust capabilities in multimodal Logistics via its presence across major transportation modes.The company has well-diversified service offerings from Road freight, integrated Supply Chain solutions, Sea freight, to a JV with CONCOR for Rail freight.These capabilities would be a key enabler for consistent growth in volumes and earnings for TCI over the next few yearsContent 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: Well Placed with Multi-Modal Logistics Capabilities

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory 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.

About the stock: TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves nearly 2.5% of India's GDP by value.<ul><li>TCI has 9000+ trucks in operation, six owned coastal ships, 12 million square feet warehousing space, 900 offices</li><li>In FY21, freight formed 52% of revenues</li></ul><div class="content-highlight">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.</div>

About the stock: TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves nearly 2.5% of India's GDP by value.TCI has 9000+ trucks in operation, six owned coastal ships, 12 million square feet warehousing space, 900 officesIn FY21, freight formed 52% of revenuesContent 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: Exceptional Performance from Seaways Lifts Q2

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

Transport Corporation: Exceptional Performance from Seaways Lifts Q2

TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves...

ICICI Securities Limited

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52-week Range

Market Cap (USDm)

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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

Transport Corporation of India: Well Placed with Multi-Modal Logistics Capabilities

TCI has developed robust capabilities in multimodal Logistics via its presence across major transportation modes. The company has well-diversified...

Motilal Oswal

Transport Corporation: Exceptional Performance from Seaways Lifts Q2

TCI is a leading provider of integrated multimodal logistics and supply chain solutions. The company has over six decades of experience and moves...

ICICI Securities Limited