Page 3 - Institutional Equities News Today

A company with a 100 times PE would need 83,000 times earnings in the 100th year to justify its current multiple.

Sharekhan had the most bullish earnings target for Sun Pharma, while Kotak Institutional Equities pegged the least growth.

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Vodafone Ideas AGR dues may drop by 46% to Rs 38,400 crore with relief on curative petition, analysts say. Vi seeks waiver of penalty component in AGR demand. Payment reduction could provide cash flow relief, but challenges remain with significant payouts ahead. Management hopeful for Supreme Court relief on AGR calculation errors. Financial restructuring and strategic partnerships planned for Vis future growth.

Analysts estimate that a near 50% cut in Vi’s AGR liability could reduce its upcoming annual payments by around Rs 6,500 crore after the current moratorium on regulatory payments (read: spectrum and AGR dues) ends in September 2025. This, they said, could ring in some cash flow relief, but still won’t be enough as Vi faces an initial Rs 27,000 crore payout in FY26, and thereafter, its annual payouts are estimated to jump to around Rs 41,500 crore from FY27 onwards to FY31.

Motherson Wiring dominates the auto market with an estimated 55 percent-plus share in PV wiring harness and 25 percent-plus in the 2W segment.

Morgan Stanley maintains its overweight call and expects the Thar-maker to remain the fastest-growing passenger vehicle manufacturer in FY25

Analysts were concerned about the delay in demand recovery, increased competition, and weak management guidance, which could negatively affect the stocks prospects in the near-term

Vedanta share price: The announcements were made post-market hours today. Vedanta shares slipped 0.96 per cent to settle at Rs 433.20.

Hudco is demanding scarcity premium for being the biggest beneficiary of GoI thrust on housing/infra, its niche business model characterized by high entry barriers, said Elara Capital.