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Kaveri Seed Company: LKP Securities Recommends a ‘Sell’ with Target Price of ₹971

Synopsis

LKP Securities has issued a ‘sell’ recommendation for Kaveri Seed Company Ltd., setting a target price of ₹971. The current market price of the stock stands at ₹1,061.05, suggesting a potential downside. While the brokerage remains positive on the company for the long-term (3-4 years), it believes that near-term growth factors have already been priced in. The stock has seen a significant rise of around 65% since LKP’s initial coverage at ₹654.

Key Points:

  1. Long-term Positivity with Near-term Concerns: LKP Securities continues to favor Kaveri Seed Company for long-term investment due to its solid fundamentals. However, short-term concerns are dampening the outlook.
  2. Near-term Headwinds: Challenges in the cotton portfolio and a declining market share in key northern regions are impacting overall sales volumes, leading to cautious near-term expectations.
  3. Company Overview: Incorporated in 1986, Kaveri Seed Company Ltd. is a mid-cap entity with a market capitalization of ₹5,331.66 crore. The company operates in the agriculture, horticulture, and livestock sectors.

Despite being a strong player in its sector, current market dynamics suggest a limited upside in the short term, warranting a sell recommendation from LKP Securities.

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