M&M to deliver its result today; HUL faces operational challenges due to COVID | Top 5 stocks

RESULTS TODAY
M&M
HeidelbergCement India
Ujjivan Financial Services
NCC Ltd/India
Rural Electrification Corp Ltd
Gulf Oil Lubricants
Sundaram Finance
Glenmark Pharmaceuticals Ltd


Sun Pharma Q4 Consol YoY
Consol rev `8523 crs vs `8185 crs YoY
Net profit at `894 cr vs `399 cr
Exceptional expenses of `672 cr in Q4'21
EBITDA at `2047cr vs `1363cr (YoY)
Margins at `24% vs 17%
JP MORGAN ON SUN PHARMA
Maintain Overweight on Sun Pharma
Believe that the increasing contribution from specialty to reflect
Remain Buyers into any correction to play the upside from the specialty ramp-up

Eicher Motors Q4
Q4FY21 Q4FY20 %YOY
Rev 2940 CR VS 2208.2 CR, UP 33.1% (E: 2903)
PAT 526.14 CR VS 304 CR, UP 73% (E: 566)
EBITDA 634.4 CR VS 432 CR, UP 47% (E: 655)
EBITDA 21.6% VS 19.6% (E: 22.5%)
Other Expenses had 50 Crores of One- Off
MS ON EICHER
Maintain Overweight , Target at `3198/share
Company guided for a year of its most new model launches ever
Order book remains strong, and further potential benefits of digitization

HUL
COVID IMPACT AND OUTLOOK
Face Operational challenges in first few months of the pandemic due to restricted movement & disrupted supply line
Focus continues to be on
- our people’s health & safety,
- ensuring uninterrupted supplies of Covid relevant portfolio
- meeting the demand arising out of evolving consumer needs

JEFFERIES ON KOTAK BANK
Maintain BUY , Target at `2200/share
There is time till Dec-23 to map transition
Smooth succession will be key for its premium multiple
Maintain our BUY call with SOTP-based target price of `2,200/share

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