Thread by @CNBCTV18Live

#CNBCTV18Maket | Jefferies gives a buy call on Home First Fin, says expect to deliver 30% loan CAGR over FY22-25. See 28% NII CAGR over FY22-25, despite some NIM pressure

#CNBCTV18Maket | Morgan Stanley gives an underweight call on Aarti Industries, says lacklustre demand & planned maintenance key to earnings miss. Demand softness & gradual ramp-up underpin flattish EBITDA run-rate for H2

#CNBCTV18Maket | Morgan Stanley gives an overweight call on HAL, says improving visibility & margin guidance revised upwards. FY23 revenue growth guidance maintained at 7-8%

#CNBCTV18Maket | Morgan Stanley gives an equal-weight call on Kotak Mahindra Bank, says margin improved sharply over past year & should continue to improve. Loan growth remains strong with no significant moderation

#CNBCTV18Maket | Morgan Stanley gives an underweight call on Tata Elxsi, says mixed demand outlook across verticals- autos strong, media weak. Margin decline led by investments & normalisation of costs while pricing is stable

#CNBCTV18Maket | Morgan Stanley gives an equal-weight call on TCS, says near-term demand trends holding up with pockets of weakness. Maintaining stable pricing outlook & 25% exit margin by Q4

#CNBCTV18Maket | Morgan Stanley gives an overweight call on Bank of Baroda, says management sees upside risk to its 12% YoY loan growth guidance for FY23. Margin expansion remains on track

#CNBCTV18Maket | Morgan Stanley gives an overweight call on ICICI Lombard, says combined ratio is elevated on investments in distribution & competitive intensity. Pricing should start improving in next 3-4 quarters