At this time, we advocate two shares, one from the buyer companies (Digital) sector and one other from the prescription drugs sector, as really helpful by the Commerce Brains Portal, for a possible upside of greater than 23%. India is the world’s third-largest digital economic system, behind solely the U.S. and China, and leads in cellular and web customers, digital transactions, and Data and Communication Know-how (ICT) service exports.
In the meantime, India’s pharmaceutical trade performs an important function in each the nationwide economic system and world healthcare, contributing to innovation, robust export efficiency, and a stable home manufacturing base. We additionally analysed the market’s efficiency on Monday to know what might lie forward for the inventory indices within the coming days.
- Present value: Rs 1,333
- Goal value: Rs 1,650
- Upside: 23.7%
- Timeframe: 12 Months
To view the report for the inventory talked about above or discover different inventory suggestions, click on right here
Why it’s really helpful
Data Edge, certainly one of India’s main client web firms, was based in 1995 and operates throughout 4 main digital sectors: recruitment, actual property, training, and matchmaking. Its portfolio consists of well-liked platforms reminiscent of Naukri, 99acres, Jeevansathi, Aisle, and Shiksha. Past its core operations, Data Edge has a strong funding arm, having backed over 110 startups by way of each its stability sheet and its enterprise capital division, Data Edge Ventures. Key strategic investments embody firms reminiscent of iimjobs.com, Zwayam, AmbitionBox, hirist.tech, and CodingNinjas, which contribute to strengthening its main companies.
On the consolidated degree, the corporate reported internet gross sales of Rs 791 crore in Q1 FY26, up 17% year-on-year from Rs 677 crore in Q1 FY25. Revenue after tax rose 32% YoY to Rs 343 crore, in comparison with Rs 259 crore within the earlier yr. Development within the recruitment enterprise’s billings slowed to 9% in Q1 FY26, however income elevated by 14.8%, supported by robust momentum from earlier quarters.
Notable billing will increase had been seen in IIMJobs (41%), Naukri Gulf (18%), and Naukri Quick Ahead (15%) YoY. The recruitment division boasts an enormous database of 108 million resumes, 581,000 job listings, and sees 26,000 new resumes uploaded day by day, securing a 75%+ market share amongst rivals. The corporate grew its billed buyer base from 69,000 in FY21 to 128,000 in FY25, reflecting a 17% CAGR.
The 99acres platform achieved a 16.7% YoY development in billings in Q1 FY26, additional solidifying its market management with over 185,000 tasks and greater than 1 million listings. In the meantime, Jeevansathi posted a 36.4% YoY improve in billings, reached working breakeven, and commenced producing constructive money flows, regardless of robust competitors from high trade gamers.
To broaden its buyer base, Data Edge is increasing its attain into GCCs (International Functionality Centres), SMEs, Tier 2 and Tier 3 cities, and non-IT sectors. As of Q1 FY26, it holds 20 energetic monetary investments in unlisted companies with a complete guide worth of Rs 639 crore. The corporate additionally owns a 12.43% stake in Everlasting and 12.52% in PB Fintech.
Data Edge is actively investing in AI applied sciences to enhance search accuracy, consumer personalisation, and total platform productiveness. The objective isn’t solely to reinforce consumer engagement and expertise but in addition to develop new AI-driven merchandise and monetisation fashions, whereas additionally bettering inside effectivity and execution velocity.
Danger components
The corporate operates in a extremely aggressive atmosphere, going through robust competitors from on-line platforms reminiscent of LinkedIn, Shine, MagicBricks.com, Housing.com, and Shaadi.com, along with offline service suppliers. Its in depth funding portfolio exposes it to valuation-related dangers, as adjustments available in the market worth of each listed and unlisted investments may impression its monetary statements. Data Edge continues to rely closely on the Indian recruitment phase for a good portion of its income and money flows, making it weak to sector-specific downturns.
- Present value: Rs 1,262
- Goal value: Rs 1,550
- Upside: 22.8%
- Timeframe: 16-24 Months
To view the report for the inventory talked about above or discover different inventory suggestions, click on right here
Why It’s Really useful
Based in 1984 and headquartered in Hyderabad, Dr Reddy’s Laboratories Ltd. is a number one world pharmaceutical firm providing a broad spectrum of services and products. Its operations span throughout key areas reminiscent of energetic pharmaceutical substances (APIs), generics, branded generics, biosimilars, and over-the-counter (OTC) medicines.
The corporate holds a robust place in therapeutic segments, together with gastroenterology, cardiovascular, diabetes, oncology, ache administration, and dermatology, with over 440+ merchandise registered within the Indian market. A distinguished participant within the API phase, Dr Reddy’s provides to greater than 80 international locations and boasts a strong portfolio with over 329 ANDA filings and accredited dossiers.
In Q1 FY26, the corporate reported working income of Rs 8,545 crore, reflecting an 11% year-over-year development. EBITDA rose by 5% to Rs 2,278 crore, sustaining a wholesome margin of 26.7%. Web revenue elevated by 2% to Rs 1,418 crore, with a PAT margin of 17%. Return on capital employed (RoCE) remained regular at 22%, whereas the corporate reported a internet money surplus of Rs 2,922 crore. For FY26, R&D funding is projected to be within the vary of seven% to 7.5% of whole gross sales.
Strategic collaborations have been a key space of focus. In Q1, Dr Reddy’s prolonged its partnership with Alvotech for the joint improvement, manufacturing, and commercialisation of a biosimilar model of Keytruda (pembrolizumab). It additionally deepened its alliance with Sanofi by launching Beyfortus (Nirsevimab), an RSV preventive therapy, in India.
Through the quarter, the corporate filed one new ANDA with the USFDA and launched 5 generic merchandise globally. It at present has 73 pending filings with the USFDA, comprising 70 ANDAs (together with 43 Para IVs and 22 First-to-Information) and three NDAs beneath the 505(b)(2) pathway.
New product launches throughout the quarter included 13 in Europe, 26 throughout rising markets, and 5 in India, in collaboration with ALK-Abello, that includes choices reminiscent of Sensimune and Beyfortus. The Pharmaceutical Companies and Lively Substances (PSAI) division additionally submitted 12 Drug Grasp Information (DMFs) globally.
Danger Issue
Dr Reddy’s operates beneath the stringent oversight of regulatory authorities such because the US FDA, US SEC, and US DoJ. Non-compliance with high quality and manufacturing requirements might result in regulatory actions, together with inspection observations, warning letters, or financial penalties, which may adversely impression enterprise operations and monetary efficiency. Moreover, the corporate faces substantial publicity within the US generics market, the place intense competitors and chronic pricing strain proceed to pose vital challenges.
Market Recap 13/10/2025
On Monday, the Nifty 50 opened on a unfavourable observe at 25,177.3, down -108.05 factors from its earlier shut of 25,285.35. It dragged down and touched an intraday low of 25,152.3 earlier than closing at 25,227.35, down by -58 factors, or -0.23%. Technically, the index remained above all of the 20/50/100/200-day EMAs on the day by day chart. The BSE Sensex additionally mirrored an analogous development, opening at 82,049.16, down -451.66 factors from its earlier shut of 82,500.82.
It traded in an analogous sample to the Nifty 50 and settled at 82,327.05, marking a decline of -173.77 factors, or -0.21%. Momentum indicators confirmed average energy, with the RSI for Nifty 50 at 58.5 and for Sensex at 58.52, each effectively beneath the overbought degree of 70. The Nifty Financial institution Index closed in constructive territory, rising 15.25 factors, or 0.027%, to complete at 56,625.
The Nifty Capital Market Index was the key gainer, closing at 4,565.55, up 104.7 factors, or 2.4%. KFin Applied sciences Ltd gained 6.7%, whereas different capital market shares like UTI Asset Administration Firm Ltd, Aditya Birla Solar Life AMC Ltd, and BSE Ltd rose by as much as 4.6%. The Nifty PSU Financial institution index was additionally the key gainer, rising by 18.15 factors, or 0.2%, and shutting at 7,713.95. Indian Financial institution, Union Financial institution of India, and Financial institution of Baroda all rose by as much as 0.9%. The Nifty Midcap 50 index additionally jumped 38.75 factors, or 0.2%, and closed at 16,654.
Then again, the Nifty FMCG Index was among the many main losers throughout Monday’s buying and selling session. The index closed at 54,473.85, down -492.6 factors, or -0.90%. The highest loser, Godrej Shopper Merchandise Ltd, fell -1.68%, adopted by United Spirits Ltd, which fell -1.56%, and Hindustan Unilever Ltd, which fell -1.43%.
The Nifty Shopper Sturdy Index additionally fell on Monday, shedding -325.35 factors, or -0.84%, closing at 38,262.75. Shares, together with Century Plyboards (India) Ltd, Voltas Ltd, Kalyan Jewellers India Ltd, and Blue Star Ltd, plunged as much as 3.08%. The Nifty IT Index additionally resulted in pink, closing at 35,330.8, shedding -278.25 factors, or -0.78%.
The Asian markets had been additionally on a bearish development on Monday. Hong Kong’s Cling Seng Index declined by -427.32 factors, or -1.65%, to shut at 25,863. Whereas, China’s Shanghai Composite Index was down at 3,889.5, shedding -7.53 factors, or -0.19%. Japan’s Nikkei 225 Index declined -491.64 factors, or 1.02%, ending at 48,088.8. South Korea’s KOSPI Index additionally closed in pink at 3,584.55, down -26.05 factors, or -0.73%. As of 4:51 p.m. IST, US Dow Jones Futures had been buying and selling at 45,816.53, up 336.93 factors, or 0.74%.
Disclaimer
The views and funding suggestions expressed by funding consultants/broking homes/score businesses on tradebrains.in are their very own, and never that of the web site or its administration. Investing in equities poses a threat of monetary losses. Traders should due to this fact train due warning whereas investing or buying and selling in shares. Commerce Brains Applied sciences Non-public Restricted or the creator should not responsible for any losses brought about on account of the choice primarily based on this text. Please seek the advice of your funding advisor earlier than investing.
About: Commerce Brains Portal is a inventory evaluation platform. Its commerce identify is Dailyraven Applied sciences Non-public Restricted, and its SEBI-registered analysis analyst registration quantity is INH000015729.
Investments in securities are topic to market dangers. Learn all of the associated paperwork fastidiously earlier than investing.
Registration granted by SEBI and certification from NISM by no means assure efficiency of the middleman or present any assurance of returns to buyers.
