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Description: Stock Market on 6 February 2025 | Share Market Live Updates – Find here all the live updates related to Sensex, Nifty, BSE, NSE, share prices and Indian stock markets.
Equal-weight Call, Target Rs853/sh
Land Rover US Retail Sales Grew 70% YoY (-10% MMm) In Jan-25
This Compares To +34% & +58% YoY In Dec-24 & Nov-24, Respectively
Land Rover Incentives Grew 73% YoY(-13% MoM, Broadly In-line With Seasonality)
Mix Of High Margin Models At 78% Remained Unchanged Vs The Dec Qtr
Jaguar (In Phase-Out Stage) Sales Fell 14% YoY To 750 Units
JLR, In Its Q3 Conference Call Highlighted That US Sales Remain Strong, Sees Challenges In China
MS On Page Ind
Overweight Call, Target Rs45,400/sh
Demand Remained Subdued
Upturn In October From Festivities Was Not Sustained In Nov & Dec
Premium Products Across Categories Performed Better
Growth Rate Has Been Better In Tier 3 & 4 Towns Vs Tier 1 & 2 Towns
Price mix: 2% Vs 4% In Q2, Owing To A Difference In Category Mix
Mgmt Reiterated 19-21% Margin Band For FY25
Mgmt Expects Some Increase In It Costs In The Upcoming Quarter
In Q4, demand remains subdued as per management
Confident about medium term growth-revival in near term depends on macro trends
Macquarie on Page Industries
Maintain Underperform, TP Rs36,000
Margin beat offsets sales miss in Q3FY25
Largely optimised channel inventory
Reiterated 19-21% EBIDTA margin guidance for FY25
IT spends expected to rise going forward
Gradual recovery in FY26 expected
Overweight Call, Target Rs614/sh
Missed Est Of Volume Growth & Margins As It Navigates Through Headwinds
High Export Freight Costs (For Tiles, Affecting Demand) & European Winter Impacted Co
Sales To Tile Manufacturers Declined 1% YoY With
Overall Volumes Growing At A Sluggish 3%
Largely Helped By Sale To Vehicles, Which Were Up 12%, In Line With Key Peers
Margin, As Expected, Declined & Were Relatively Low; Should Deflate Further In March Qtr
Lower LNG Prices & Restructuring Keep Us Overweight On 1-Yr View
Hold Call, Target Cut To Rs780/sh
Q3FY25 Was Weak; Volume & Revenue Were Flat YoY, While EBITDA Declined By 10%
Mgmt Remains Upbeat About Improvement In Growth Prospects In Both Domestic & Export Mkts
Retain Hold As Earnings Downgrade Cycle Continues
Underweight Call, Target Rs250/sh
In-line Q3 Topline, Beat On Margins
Co Announced Retirement Of Mr Anuj Jain (MD For Last Three Years) After 35 Years Of Service
Macquarie on Kansai
Maintain Neutral, TP 225
Q3-EBIDTA Margin Beat-on back of cost control led by employee costs
Current Head of India Operations of Kansai Pravin Chaudhari to be new CEO
Better sales performance in decorative segment vs Asian Paints
Market leading growth across all segment
Uncertainty in growth trajectory with new CEO coming in
Weaker performance from international subsidiaries
Both sectors have performed in opposite direction for 70% of time in last 15 years
Two have jointly performed 20-25% of times
Believe we are in 20-25% zone now and overweight on IT and Banks
Dovish Comments From RBI, Domestic Growth Pick-Up Are Good For Banks
Banks Looking Attractive From Valuation Standpoint Also
Improving Demand Commentary – A Key Positive For IT
Lower yields would pressurize INR-Hence positive for IT
Bernstein On InfoEdge
Outperform Call, Target Rs8,690/sh
Steady Quarter With Recovery In Recruitment Segment
Consecutive Double-digit Growth In Recruitment Billings Since Two Quarters
Naukri Acceleration Was Led By Recovery In IT & Continued Strength In Non IT
99acres Revenue/ Billings Were Strong At 17%/16% YoY With Operating Losses Reducing.
Announced A 1:5 Stock Split
Macquarie on InfoEdge
Maintain Underperform, TP Rs4150
Recovery seen in recruitment billings
PAT impacted by higher provision for investments
99 Acres billings jumped on higher billed customers and realizations
Billings rose for Jeevan Sathi and Shiksha-but with higher operating loss
FY26027 model 15% billing growth and 59% EBIDTA Margin
Nomura on InfoEdge
Maintain Buy, TP Rs8510 (from Rs8630)
Pick up in core recruitment continues
Real estate-stable billing growth continued
Moat remains intact
Top pick in India Internet space
Fall in TP for company’s investment in Zomato
Overweight Call, Target Rs340/sh
Hyper-Competitive Environment Could Continue In Near Term For QC Biz
Could Bring Much Higher Cash Burn For Competition Vs Zomato
Bernstein On Swiggy
Outperform Call, Target Cut To Rs575 From Rs635/sh
A Game Of Two Halves – Foods Delivery Excites, Quick Commerce Biz In The Waiting
Food Delivery Growth Ahead Of Zomato, Gaining Further Market Share
FD EBITDA Expanded An Impressive 90 Bps Led By Lower Delivery Cost/Higher Take Rates.
Quick Commerce was impacted by hyper competitive environment
QC GOV Driven By Avg Order Value, However Margin Were Impacted
CLSA On Swiggy
Outperform Call, Target Rs750/sh
Food Delivery Shows Way & Quick Commerce Crossing A Bump In Road
Quick Commerce GOV Beats Est; Contribution Margin Disappoints
Food Delivery Growth Driven By Bolt; Margin Beats Expectations
Dark Store & City Expansion Continues
Macquarie on Swiggy
Maintain Underperform, TP Rs325
Q-Commerce economics meaningfully challenged
Wider than expected net loss seen in Q-Commerce business
Network expansion and competitive intensity impacted margins
Period of hyper competition expected to prolong for few quarters ahead
See food delivery business achieve their margin guidance in time
Continue to prefer Zomato over Swiggy
UBS on Swiggy
Maintain Buy, TP Rs515
Management reiterated group level breakeven targets
Margin pressure will continue in next few quarters
Has not upgraded plans for expansion for dark store, unlike Zomato
Added 90 dark store in Jan-almost equal to Q3FY25
Sequentially margins won’t decline-as they did from Q3 VS Q2
Rolls-Royce and Triveni Engineering ink MoU for 4MW marine gas turbine generators
Triveni Engineering & Industries stock surged 3.95% on the NSE to ₹394.90.
Vishnu Prakash R Punglia Limited is in receipt of a Letter of Award from Bharat Heavy Electricals Limited.
The tender, evaluated and accepted by the competent authority, having a total value of Rs. 2475.5 million
Shares traded flat on the NSE at ₹218.20.
Shares of Sagility India hit upper circuit 5% positive on the NSE at ₹52.73 on the NSE, following Q3 results.
WhatsApp Image 2025-02-06 at 09.31.49.jpeg
The Indian rupee hit an all-time low on Thursday amid heightened dollar demand likely spurred by the maturity of positions in the non-deliverable forwards market, while a prevailing bearish bias on the currency also weighed.
The rupee fell 0.1% to 87.55, eclipsing its previous record low of 87.4875 hit on Wednesday. – Reuters
Crude oil futures traded higher on Thursday morning after Saudi Aramco announced increase in prices for buyers in Asia for March delivery. At 9.23 am on Thursday, April Brent oil futures were at $74.71, up by 0.13 per cent, and March crude oil futures on WTI (West Texas Intermediate) were at $71.17, up by 0.20 per cent. February crude oil futures were trading at ₹6239 on Multi Commodity Exchange (MCX) during the initial hour of trading on Thursday against the previous close of ₹6230, up by 0.14 per cent, and March futures were trading at ₹6237 against the previous close of ₹6227, up by 0.16 per cent.
Derivative Segment
• BSE Ltd.
• Aurobindo Pharma Ltd.
• SBI
• Trent Ltd.
• Hero MotoCorp Ltd.
• Ramco Cements Ltd.
• Bharti Airtel Ltd.
• Britannia Ind Ltd.
• ITC Ltd.
• PI Industries Ltd.
• Apollo Tyres Ltd.
• Chambal Fertilisers Ltd.
• MRF Ltd.
• NCC Ltd.
• NMDC Ltd.
• PVR Inox Ltd.
• REC Ltd.
Cash Segment
• Motherson Sumi Wiring Ltd.
• Aadhar Housing Ltd.
• Bharat Dynamics Ltd.
• Bharti Hexacom Ltd.
• Bikaji Foods Ltd.
• ZF Commercial Ltd.
• BEML Ltd.
• Cochin Shipyard Ltd.
• Finolex Industries Ltd.
• JK Lakshmi Cement Ltd.
• KIMS Ltd
• Minda Corporation Ltd.
• NMDC Steel Ltd.
• Prism Johnson Ltd.
• Sapphire Foods Ltd.
• Sobha Ltd.
• Sonata Software Ltd.
• UNO Minda Ltd.
Friday, 7 February, 2025
Derivative Segment
• LIC
• Alkem Lab Ltd.
• Delhivery Ltd.
• M&M Ltd.
• Oil India Ltd.
Cash Segment
• Akzo Nobel Ltd.
• Chola Fin Hold Ltd.
• Latent View Ltd.
• Honeywell Auto Ltd.
• 3M India Ltd.
• Action Construction Ltd.
• Firstsource Solutions Ltd.
• AIA Engineering Ltd.
• Archean Chemical Ltd.
• Balrampur Chini Ltd.
• Caplin Point Ltd.
• Century Ply Ltd.
• Chemplast Sanmar Ltd.
• Fortis Health Ltd.
• Gujarat State Petro Ltd.
• Linde India Ltd.
• Mazagon Dock Ltd.
• NHPC Ltd.
• Shipping Corp Ltd
• Edelweiss Ltd
Saturday, 8 February, 2025
Cash Segment
• Amara Raja Ener & Mob Ltd.
• Shaily Engineering LTD
• Affle Ltd.
Monday, 10 February, 2025
Derivative Segment
• Bata Ltd.
• Apollo Hospitals Ltd.
• Escorts Kubota Ltd.
• FSN E-Commerce Ltd.
• Grasim Ind Ltd.
• National Aluminium Ltd.
Cash Segment
• CRISIL Ltd.
• Esab India Ltd.
• Gillette India Ltd.
• Glaxosmithkline Ltd.
• HBL Engineering Ltd.
• Elgi Equipments Ltd.
• Patanjali Foods Ltd.
• PNC Infratech Ltd.
• Sun Pharma Advanced Ltd.
• Varroc Engineering Ltd.
Tuesday, 11 February, 2025
Derivative Segment
• Berger Paints India Ltd.
• IRCTC Ltd.
• Lupin Ltd.
Cash Segment
• P&G H&H Ltd.
• HEG Ltd.
• Bayer CropScience Ltd.
• Astrazeneca Pharma Ltd.
• RHI Magnesita Ltd.
• Cera Sanitaryware Ltd.
• E.I.D. – Parry Ltd.
• Kirloskar Oil Ltd.
• NBCC (India) Ltd.
• Tata Investment Ltd.
• Moil Ltd
Wednesday, 12 February, 2025
Derivative Segment
• Muthoot Finance Ltd.
• Ashok Leyland Ltd.
• Bharat Forge Ltd.
• Hindustan Aero Ltd.
• Jubilant FoodWorks Ltd.
Cash Segment
• Endurance Tech Ltd.
• P&G Health Ltd.
• Suven Phar Ltd.
• IFCI Ltd.
• Finolex Cables Ltd.
• Honasa Consumer Ltd.
• Natco Pharma Ltd.
• Ratnamani Metals Ltd.
Thursday, 13 February, 2025
Derivative Segment
• Hindalco Ltd.
• United Breweries Ltd.
• Deepak Nitrite Ltd.
• Ipca Lab Ltd.
• Manappuram Finance Ltd.
Cash Segment
• Concord Biotech Ltd.
• Grindwell Norton Ltd.
• KNR Constructions Ltd.
• MMTC Ltd.
Monday, 17 February, 2025
Derivative Segment
• ABB India Ltd.
Last date for Cum-Dividend Today
Banaras Beads Ltd.
Dividend Per Share Rs.2.25
Previous day Closing Price – Rs. 132.4
Computer Age Management Services Ltd
Dividend Per Share Rs.17.5
Previous day Closing Price – Rs. 3746.3
Cholamandalam Investment And Finance Company Ltd
Dividend Per Share Rs.1.3
Previous day Closing Price – Rs. 1386.75
Clean Science And Technology Ltd
Dividend Per Share Rs.2
Previous day Closing Price – Rs. 1494.15
Gail (India) Ltd.
Dividend Per Share Rs.6.5
Previous day Closing Price – Rs. 179.5
Gateway Distriparks Ltd
Dividend Per Share Rs.0.75
Previous day Closing Price – Rs. 76.05
Garden Reach Shipbuilders & Engineers Ltd
Dividend Per Share Rs.8.95
Previous day Closing Price – Rs. 1527.55
Hikal Ltd.
Dividend Per Share Rs.0.6
Previous day Closing Price – Rs. 374.95
J.B.Chemicals & Pharmaceuticals Ltd.
Dividend Per Share Rs.8.5
Previous day Closing Price – Rs. 1712.3
Jasch Gauging Technologies Ltd
Dividend Per Share Rs.5
Previous day Closing Price – Rs. 587.9
Jindal Stainless Ltd.
Dividend Per Share Rs.1
Previous day Closing Price – Rs. 634.2
Julien Agro Infratech Ltd
Dividend Per Share Rs.0.05
Previous day Closing Price – Rs. 11.1
Kirloskar Pneumatic Co.Ltd
Dividend Per Share Rs.3.5
Previous day Closing Price – Rs. 1117.8
K.P.R. Mill Limited
Dividend Per Share Rs.2.5
Previous day Closing Price – Rs. 931
Marico Ltd.
Dividend Per Share Rs.3.5
Previous day Closing Price – Rs. 668.9
Nestle India Ltd
Dividend Per Share Rs.14.25
Previous day Closing Price – Rs. 2249.05
Nlc India Ltd
Dividend Per Share Rs.1.5
Previous day Closing Price – Rs. 223.65
Oil And Natural Gas Corporation Ltd
Dividend Per Share Rs.5
Previous day Closing Price – Rs. 261.55
Power Grid Corporation Of India Ltd.
Dividend Per Share Rs.3.25
Previous day Closing Price – Rs. 285.15
Quess Corp Ltd
Dividend Per Share Rs.4
Previous day Closing Price – Rs. 646.95
Shanthi Gears Ltd
Dividend Per Share Rs.3
Previous day Closing Price – Rs. 498.1
Shyam Metalics And Energy Ltd
Dividend Per Share Rs.2.25
Previous day Closing Price – Rs. 782.9
Steelcast Ltd.
Dividend Per Share Rs.1.8
Previous day Closing Price – Rs. 841
Tube Investments Of India Ltd
Dividend Per Share Rs.2
Previous day Closing Price – Rs. 2982.6
Vaibhav Global Ltd
Dividend Per Share Rs.1.5
Previous day Closing Price – Rs. 270.55
Wonder Electricals Ltd
Dividend Per Share Rs.0.1
Previous day Closing Price – Rs. 188.6
CLSA on DLF: Maintain Outperform on Company, target price at Rs 975/Sh (Positive)
Investec on J B Chemicals: Maintain Buy on Company, raise target price at Rs 2370/Sh (Positive)
Bernstein on Info Edge: Maintain Outperform on Company, target price at Rs 8690/Sh (Positive)
MS on Zomato: Maintain Overweight on Company, target price at Rs 340/Sh (Positive)
MS on Gujarat Gas: Maintain Overweight on Company, target price at Rs 614/Sh (Positive)
Investec on Pharma Sector: A favorable US $ / INR, imposed tariffs on China all favour Indian Pharma. Auro Pharma, Cipla and Dr Reddy are top picks (Positive)
Jefferies on IT Sector: Lower yields would pressurize INR-Hence positive for IT. (Positive)
MS on Rate Cut: Unsecured lenders, vehicle financiers, and gold financers benefit more. M&M Financial and SBI Cards benefit the most. (Positive)
Nuvama on Swiggy: Competitive intensity hurts margins, Instamart’s adjusted EBITDA margin fell 420bp QoQ while the contribution (Neutral)
CLSA on Max Fin: Maintain Outperform on Company, cut target price at Rs 1280/Sh (Neutral)
Macquarie on Info Edge: Maintain Underperform on Company, target price at Rs 4150/Sh (Neutral)
CLSA on Swiggy: Maintain Outperform on Company, target price at Rs 750/Sh (Neutral)
Bernstein on Swiggy: Maintain Outperform on Company, cut target price at Rs 575/Sh (Neutral)
MS on Page Ind: Maintain Overweight on Company, target price at Rs 44500/Sh (Neutral)
Macquarie on Page Ind: Maintain Underperform on Company, target price at Rs 36000/Sh (Neutral)
HSBC on Concor: Maintain Hold on Company, cut target price at Rs 780/Sh (Neutral)
MS on Tata Motors: Maintain Equal weight on Company, target price at Rs 853/Sh (Neutral)
MS on Kansai Nerolac: Maintain Underweight on Company, target price at Rs 250/Sh (Neutral)
Macquarie on Kansai Nerolac: Maintain Neutral on Company, target price at Rs 225/Sh (Neutral)
HSBC on Medanta: Maintain Reduce on Company, cut target price at Rs 860/Sh (Negative)
Macquarie on Swiggy: Maintain Underperform on Company, cut target price at Rs 225/Sh (Negative)
Sagility India Limited , a leading global provider of technology-enabled business solutions and services to clients in the U.S healthcare Industry, reported its consolidated financial results for the quarter and YTD ended December 31, 2024, according to IndAS.
Performance Review of Q3 & YTD FY25
* Strong Q3 performance with Revenue growth of 9.7% QoQ and 15.3% YoY and
* Adjusted EBITDA at 31.4% with 35.2% growth QoQ and 67.3% YoY and
* Adjusted PAT at 18.1% with 60.5% growth QoQ and 67.6% YoY
“We expect a reduction in the repo rate in the April MPC meeting taking into account the moderation in GDP growth and inflation coming down. We expect a shallow rate cutting cycle of 50-75 bps over the next 9 months.” by Puneet Pal, Head-Fixed Income, PGIM India Mutual Fund.
Domestic markets are expected to open strongly higher, thanks to global cues and the unwinding of short positions of foreign portfolio investors in the F&O segment. Better-than-expected results by US-listed Cognizant Technologies are likely to lift sentiment for IT stocks, said analysts. Exit polls suggesting an advantage to the BJP in the New Delhi assembly elections will also boost traders’ sentiment.
Read more
While a conventional 25bps rate cut in the upcoming MPC policy is less of a market debate, the actions around ‘what beyond a cut’ will be more watched. Easing by stealth via unconventional policy tools like liquidity and regulatory measures will continue. The RBI may also want to address the stress in the non-sovereign money market. We expect another round of ~Rs300bn OMOs, implying Rs900 bn+ in total in FY25E. A CRR cut is a close call, but a temporary cut may not address the underlying banking stress. Easing in ensuing tighter LCR norms (Apr-25 onwards) and lending standards might be a preferred policy tool. We will also watch for additional capital account easing actions via the FCNR route.
Key Highlights:
· Fiscal Prudence Maintained: The FY25 fiscal deficit is projected at 4.8%, with a target to reduce it to 4.4% in FY26.
· Shift from Capex to Consumption: A ₹1 trillion consumption boost (30bps of GDP) through income tax cuts has been introduced, reducing the capex growth forecast to 9% CAGR (FY24-26) from 30% CAGR (FY14-20).
· Sector Impact:
Ø Positive Impact: Quick Service Restaurants (QSR), small-ticket discretionary spending (beauty, autos, consumer durables), and ITC (no cigarette tax increase).
Summary: India Macro – Budget 2025: Shift from Capex to Consumption
Macquarie Equity Research | February 2025
Key Highlights:
Fiscal Prudence Maintained: The FY25 fiscal deficit is projected at 4.8%, with a target to reduce it to 4.4% in FY26.
Shift from Capex to Consumption: A ₹1 trillion consumption boost (30bps of GDP) through income tax cuts has been introduced, reducing the capex growth forecast to 9% CAGR (FY24-26) from 30% CAGR (FY14-20).
Sector Impact:
Positive Impact: Quick Service Restaurants (QSR), small-ticket discretionary spending (beauty, autos, consumer durables), and ITC (no cigarette tax increase).
Negative Impact: Industrials and infrastructure sentiment is weaker in the near term.
Consumption Boost:
· The tax rate reduction benefits 10 million people earning ₹0.7-1.2 million per year.
· Private sector wage growth has lagged inflation, making tax cuts a short-term booster.
Policy Outlook & Economic Growth:
· Nominal GDP growth is assumed at ~10.1%, and tax buoyancy at 1.1x is considered reasonable.
· The government plans structural reforms to sustain long-term growth and achieve its Viksit Bharat (Developed Nation) vision.
Key Sector Implications:
· Insurance: Increase in FDI cap to 100%, benefiting life insurers.
· Auto: Higher disposable income will boost auto demand, benefiting TVS, Bajaj, MSIL, Hyundai, M&M.
· Consumer Durables: Growth in Havells, Voltas, driven by consumption spending.
· Infrastructure: Housing, power, and defense capex increased; roads and railways flat.
· New Age/Consumer Stocks: Zomato, Swiggy, D-Mart to benefit from increased discretionary spending.
· Industrials: Short-term negative sentiment due to lower capex allocations.
MSMEs across manufacturing, trading and services (other than trading) sectors noted an uptick in their business performance in the period October-December 2024.
Small Industries Development Bank of India (SIDBI) has launched their first ever MSME Outlook Survey a quarterly analysis of MSME business sentiment for the October-December 2024 period.
The report, based on a pan-India survey of 1,200 MSMEs across Manufacturing, Services, and Trading sectors, captures business sentiment on 22 critical parameters, including sales growth, profitability, employment trends, financial access, cost of funds, and ease of doing business. The survey covered 77 cities (Tier 1, 2, and 3) and 66 villages across India, ensuring a diverse representation of MSME voices.
Key findings indicate strong business confidence among MSMEs, particularly in the manufacturing sector reflecting optimism in sales, profitability, skilled labor availability, and access to finance for the coming quarters. Additionally, the report highlights a steady rise in digital adoption and sustainability measures across MSMEs.
Shri Manoj Mittal, Chairman and Managing Director, SIDBI while releasing the report said, “MSMEs serve as the crucial foundation of the Indian economy and a powerful instrument for bringing about socioeconomic change. SIDBI has always acknowledged the incredible contribution of MSMEs in India’s growth story and is committed to the development of the sector through both financial and non-financial initiatives. The importance given to this sector by GOI is also evident from the fact that it has been identified as one of the four growth engines of the economy during the recent union budget. I firmly believe that the continuous flow of quality information on MSMEs through this survey will help all stakeholders in evaluating the current business climate and fine-tune their respective approaches.
The survey also highlights:
A rising commitment to sustainability, with 39% of MSMEs increasing investments in environmental protection measures such as solar panels, electric vehicles, and new technology during the quarter, and 44% planning to expand such investments in the next year.
Additionally, 73% of participants found trade receivable timelines acceptable, with 14% noting an improvement from the previous quarter and 38% expecting further enhancements a year ahead.
Sales growth expectations remain robust, with 43% anticipating expansion next quarter and 45% over the next year, while export optimism has surged from 22% for Oct-Dec 2024 to 36% for Oct-Dec 2025.
Innova Captab Limited reported healthy results for Q3 FY25, with Revenue from Operations at ₹ 316.5 crores and Profit After Tax (PAT) at ₹ 34.2 crores
Registered YoY Revenue growth of 4.6% and PAT growth of 36.3%
Mumbai 5th February 2024: Innova Captab Limited (BSE: 544067, NSE: INNOVACAP) is a leading integrated pharmaceutical company committed to delivering high-quality healthcare solutions through a robust presence across the entire pharmaceuticals value chain, including research and development, manufacturing, distribution, marketing, and exports. The company is pleased to announce its financial results for the quarter and nine months ending December 31st, 2024.
Key Highlights
Q3 FY25 vs Q3 FY24
Revenue from Operations was ₹ 316.5 crores in the quarter vs ₹ 302.5 crores last year, registering growth of 4.6%
EBITDA grew to ₹ 50.9 crores vs ₹ 46.9 crores last year. EBITDA Margins also improved to 16.1% vs 15.5% in Q3 FY24
Profit after Tax improved significantly to ₹ 34.2 crores vs ₹ 25.1 crores (YoY growth of 36.3%). PAT Margins improved to 10.8% from 8.3%
9M FY25 vs 9M FY24
Revenue from Operations grew 13.5% to ₹ 928.9 crores vs ₹ 818.7 crores during same period in the previous year
EBITDA increased to ₹ 147.1 crores vs ₹ 123.2 crores (YoY improvement of 19.4%). EBITDA margins improved by 80 bps to 15.8%
Profit after Tax grew by 50.5% to ₹ 98.7 crores vs ₹ 65.6 crores in 9M FY24. PAT Margin increased to 10.6% from 8.0%
Eli Lilly and Company (Pre market) (Sector- Healthcare)
Astrazeneca PLC (Pre market) (Sector- Healthcare)
Linde plc (Pre market) (Sector- Chemicals)
Philip Morris International Inc (Pre market) (Sector- FMCG)
Honeywell International Inc. (Pre market) (Sector- Capital Goods)
Bristol-Myers Squibb Company (Pre market) (Sector- Healthcare)
ConocoPhillips (Pre market) (Sector- Energy)
Intercontinental Exchange Inc. (Pre market) (Sector- Financial)
Thomson Reuters Corp (Pre market) (Sector- Miscellaneous)
Air Products and Chemicals, Inc. (Pre market) (Sector- Chemicals)
Hilton Worldwide Holdings Inc. (Pre market) (Sector- Hotels)
Roblox Corporation (Pre market) (Sector- Technology)
Kenvue Inc. (Pre market) (Sector- FMCG)
Xcel Energy Inc. (Pre market) (Sector- Energy)
Yum! Brands, Inc (Pre market) (Sector- Hetels)
IQVIA Holdings, Inc. (Pre market) (Sector- Healthcare)
Equifax, Inc. (Pre market) (Sector- Technology)
Tradeweb Markets Inc. (Pre market) (Sector- Financial)
Hershey Company (Pre market) (Sector- FMCG)
Kellanova (Pre market) (Sector- FMCG)
Zimmer Biomet Holdings, Inc (Pre market) (Sector- Healthcare)
Labcorp Holdings Inc. (Pre market) (Sector- Healthcare)
ArcelorMittal (Pre market) (Sector- Metals)
Tapestry, Inc. (Pre market) (Sector- Retailers)
Yum China Holdings, Inc. (Pre market) (Sector- Hotels)
Aptiv PLC (Pre market) (Sector- Automobiles)
Amazon. com, Inc. (Post market) (Sector- Retailer)
Fortinet, Inc. (Post market) (Sector- Technology)
Cloudflare, Inc. (Post market) (Sector- Technology)
Take-Two Interactive Software, Inc. (Post market) (Sector- Technology)
Monolithic Power Systems, Inc. (Post market) (Sector- Technology)
Mettler-Toledo International, Inc. (Post market) (Sector- Technology)
Microchip Technology Incorporated (Post market) (Sector- Technology)
Pinterest, Inc. (Post market) (Sector- Technology)
Expedia Group, Inc. (Post market) (Sector- Hotels)
Illumina, Inc. (Post market) (Sector- Healthcare)
VeriSign, Inc. (Post market) (Sector- Technology)
Principal Financial Group Inc (Post market) (Sector- Financial)
Reinsurance Group of America, Incorporated (Post market) (Sector- Financial)
Regency Centers Corporation (Post market) (Sector- Real Estate)
Camden Property Trust (Post market) (Sector- Real Estate)
ING Group, N.V. (TENT) (Sector- Financial)
3MINDIA, ACE, ACI, AIAENG, AKZOINDIA, ALEMBICLTD, ALKEM, ASTRAMICRO, BALRAMCHIN, BALUFORGE, BOROLTD, CAPLIPOINT, CENTURYPLY, CHEMPLASTS, CHOLAHLDNG, DELHIVERY, DLINKINDIA, DREAMFOLKS, DREDGECORP, DYNAMATECH, EDELWEISS, EXCELINDUS, FORTIS, FSL, GOKEX, GOLDIAM, GRWRHITECH, GSPL, HAPPYFORGE, HNDFDS, HONAUT, INOXINDIA, JLHL, KOVAI, LATENTVIEW,LICI, LINDEINDIA, M&M, MAXESTATES, MAZDOCK, MONARCH, NAVA, NHPC, NRBBEARING, OIL, PSPPROJECT, ROLEXRINGS, SCI, SUNTV, SMLISUZU, VENKEYS, VSTIND, WABAG, WOCKPHARMA, ZAGGLE
AIAENG YoY
* Revenue expected at Rs 1128 crore versus Rs 1169 crore
* EBITDA expected to be seen at Rs 298 crore versus Rs 311 crore
* EBITDA margin expected to be seen at 26.41% versus 26.60%
* Net profit expected to be seen at Rs 272 crore versus Rs 279 crore
ALKEM YoY
* Revenue expected at Rs 3525 crore versus Rs 3323 crore
* EBITDA expected to be seen at Rs 726 crore versus Rs 707 crore
* EBITDA margin expected to be seen at 20.60% versus 21.29%
* Net profit expected to be seen at Rs 640 crore versus Rs 595 crore
FORTIS YoY
* Revenue expected at Rs 1867 crore versus Rs 1679 crore
* EBITDA expected to be seen at Rs 359 crore versus Rs 284 crore
* EBITDA margin expected to be seen at 19.23% versus 16.91%
* Net profit expected to be seen at Rs 172 crore versus Rs 127 crore
HONAUT YoY
* Revenue expected at Rs 1128 crore versus Rs 1071 crore
* EBITDA expected to be seen at Rs 170 crore versus Rs 160 crore
* EBITDA margin expected to be seen at 15.07% versus 15.00%
* Net profit expected to be seen at Rs 142 crore versus Rs 127 crore
LICI QoQ
* APE expected at Rs 12612 crore versus Rs 16465 crore
* EBIT expected to be seen at Rs 9847 crore versus Rs 8084 crore
* EBIT margin expected to be seen at 7.65% versus 3.50%
* Net profit expected to be seen at Rs 9839 crore versus Rs 7728 crore
LINDEINDIA YoY
* Revenue expected at Rs 803 crore versus Rs 706 crore
* EBITDA expected to be seen at Rs 217 crore versus Rs 186 crore
* EBITDA margin expected to be seen at 27.02% versus 26.36%
* Net profit expected to be seen at Rs 125 crore versus Rs 120 crore
M&M YoY
* Revenue expected at Rs 31324 crore versus Rs 25288 crore
* EBITDA expected to be seen at Rs 4557 crore versus Rs 3590 crore
* EBITDA margin expected to be seen at 14.55% versus 14.20%
* Net profit expected to be seen at Rs 3199 crore versus Rs 2454 crore
MAZDOCK YoY
* Revenue expected at Rs 3034 crore versus Rs 2362 crore
* EBITDA expected to be seen at Rs 577 crore versus Rs 539 crore
* EBITDA margin expected to be seen at 19.02% versus 22.82%
* Net profit expected to be seen at Rs 642 crore versus Rs 626 crore
NHPC YoY
* Revenue expected at Rs 2101 crore versus Rs 2055 crore
* EBITDA expected to be seen at Rs 884 crore versus Rs 720 crore
* EBITDA margin expected to be seen at 42.07% versus 35.07%
* Net profit expected to be seen at Rs 625 crore versus Rs 491 crore
OIL YoY
* Revenue expected at Rs 5226 crore versus Rs 9614 crore
* EBITDA expected to be seen at Rs 2051 crore versus Rs 3443 crore
* EBITDA margin expected to be seen at 39.25% versus 35.81%
* Net profit expected to be seen at Rs 1486 crore versus Rs 2345 crore
AADHARHFC, AKUMS, ANDHRAPAP, APOLLOTYRE, ATFL, AUROPHARMA, BAJEL, BDL, BEML, BSE,BHARTIARTL, BHARTIHEXA, BIKAJI, BRITANNIA, CARRARO, CHAMBLFERT, COCHINSHIP, DCXINDIA, EIEL, EMCURE, EXPLEOSOL, FINPIPE, GMMPFAUDLR, GOODLUCK, GRAUWEIL, GREENPANEL, GULFOILLUB, HEROMOTOCO, INDIASHLTR,ITC, JKLAKSHMI, KENNAMET, KICL, KIMS, KPEL, KPIGREEN, KRBL, MANGLMCEM,MINDACORP, MOREPENLAB, MRF, MSUMI, MUTHOOTMF, NCC, NMDC, NOCIL, NSLNISP, ORIENTTECH, PARACABLES, PGEL, PIIND, PRSMJOHNSN, PVRINOX, RAMCOCEM, RANEHOLDIN, RECLTD, RUPA, SAILIFE, SAPPHIRE, SBIN, SOBHA, SOMANYCERA, SONATSOFTW, SURYAROSNI, TARC, TCIEXP, TDPOWERSYS, TRENT, UNICHEMLAB, UNIPARTS, UNOMINDA, WEBELSOLAR, ZFCVINDIA
APOLLOTYRE YoY
* Revenue expected at Rs 6839 crore versus Rs 6595 crore
* EBITDA expected to be seen at Rs 965 crore versus Rs 1208 crore
* EBITDA margin expected to be seen at 14.11% versus 18.32%
* Net profit expected to be seen at Rs 393 crore versus Rs 511 crore
AUROPHARMA YoY
* Revenue expected at Rs 7815 crore versus Rs 7351 crore
* EBITDA expected to be seen at Rs 1627 crore versus Rs 1601 crore
* EBITDA margin expected to be seen at 20.82% versus 21.78%
* Net profit expected to be seen at Rs 882 crore versus Rs 936 crore
BDL YoY
* Revenue expected at Rs 883 crore versus Rs 601 crore
* EBITDA expected to be seen at Rs 234 crore versus Rs 118 crore
* EBITDA margin expected to be seen at 26.50% versus 19.74%
* Net profit expected to be seen at Rs 225 crore versus Rs 135 crore
BSE QoQ
* Revenue expected at Rs 736 crore versus Rs 746 crore
* EBITDA expected to be seen at Rs 403 crore versus Rs 456 crore
* EBITDA margin expected to be seen at 54.76% versus 61.10%
* Net profit expected to be seen at Rs 355 crore versus Rs 346 crore
BHARTIARTL YoY
* Revenue expected at Rs 44230 crore versus Rs 37899 crore
* EBITDA expected to be seen at Rs 26366 crore versus Rs 20518 crore
* EBITDA margin expected to be seen at 59.61% versus 54.14%
* Net profit expected to be seen at Rs 4840 crore versus Rs 2572 crore
BRITANNIA YoY
* Revenue expected at Rs 4505 crore versus Rs 4256 crore
* EBITDA expected to be seen at Rs 765 crore versus Rs 816 crore
* EBITDA margin expected to be seen at 16.98% versus 19.19%
* Net profit expected to be seen at Rs 511 crore versus Rs 559 crore
CHAMBLFERT YoY
* Revenue expected at Rs 4441 crore versus Rs 4348 crore
* EBITDA expected to be seen at Rs 826 crore versus Rs 628 crore
* EBITDA margin expected to be seen at 18.60% versus 14.56%
* Net profit expected to be seen at Rs 545 crore versus Rs 459 crore
COCHINSHIP YoY
* Revenue expected at Rs 1260 crore versus Rs 1056 crore
* EBITDA expected to be seen at Rs 221 crore versus Rs 310 crore
* EBITDA margin expected to be seen at 17.54% versus 29.35%
* Net profit expected to be seen at Rs 219 crore versus Rs 244 crore
HEROMOTOCO YoY
* Revenue expected at Rs 10077 crore versus Rs 9723 crore
* EBITDA expected to be seen at Rs 1425 crore versus Rs 1362 crore
* EBITDA margin expected to be seen at 14.14% versus 14.01%
* Net profit expected to be seen at Rs 1117 crore versus Rs 1073 crore
ITC YoY
* Revenue expected at Rs 19314 crore versus Rs 18019 crore
* EBITDA expected to be seen at Rs 6472 crore versus Rs 6503 crore
* EBITDA margin expected to be seen at 33.51% versus 36.09%
* Net profit expected to be seen at Rs 5193 crore versus Rs 5340 crore
MINDACORP YoY
* Revenue expected at Rs 1306 crore versus Rs 1165 crore
* EBITDA expected to be seen at Rs 192 crore versus Rs 129 crore
* EBITDA margin expected to be seen at 14.70% versus 11.14%
* Net profit expected to be seen at Rs 65 crore versus Rs 52 crore
MRF YoY
* Revenue expected at Rs 6775 crore versus Rs 6162 crore
* EBITDA expected to be seen at Rs 965 crore versus Rs 1054 crore
* EBITDA margin expected to be seen at 14.24% versus 17.12%
* Net profit expected to be seen at Rs 417 crore versus Rs 509 crore
MSUMI YoY
* Revenue expected at Rs 2379 crore versus Rs 2117 crore
* EBITDA expected to be seen at Rs 265 crore versus Rs 262 crore
* EBITDA margin expected to be seen at 11.14% versus 12.37%
* Net profit expected to be seen at Rs 163 crore versus Rs 167 crore
NMDC YoY
* Revenue expected at Rs 6478 crore versus Rs 5409 crore
* EBITDA expected to be seen at Rs 2475 crore versus Rs 2007 crore
* EBITDA margin expected to be seen at 38.21% versus 37.10%
* Net profit expected to be seen at Rs 1998 crore versus Rs 1736 crore
PIIND YoY
* Revenue expected at Rs 1885 crore versus Rs 1897 crore
* EBITDA expected to be seen at Rs 511 crore versus Rs 555 crore
* EBITDA margin expected to be seen at 27.11% versus 29.25%
* Net profit expected to be seen at Rs 392 crore versus Rs 448 crore
PVRINOX YoY
* Revenue expected at Rs 1747 crore versus Rs 1545 crore
* EBITDA expected to be seen at Rs 528 crore versus Rs 472 crore
* EBITDA margin expected to be seen at 30.22% versus 30.56%
* Net profit expected to be seen at Rs 87 crore versus Rs 12 crore
RAMCOCEM YoY
* Revenue expected at Rs 2000 crore versus Rs 2106 crore
* EBITDA expected to be seen at Rs 314 crore versus Rs 395 crore
* EBITDA margin expected to be seen at 15.70% versus 18.77%
* Net profit expected to be seen at Rs 36 crore versus Rs 93 crore
RECLTD YoY
* NII expected at Rs 5124 crore versus Rs 4290 crore
* EBIT expected to be seen at Rs 5079 crore versus Rs 4170 crore
* EBIT margin expected to be seen at 99.04% versus 96.34%
* Net profit expected to be seen at Rs 4046 crore versus Rs 3269 crore
SBIN QoQ
* NII expected at Rs 42361 crore versus Rs 41620 crore
* EBIT expected to be seen at Rs 26800 crore versus Rs 29293 crore
* EBIT margin expected to be seen at 50.70% versus 51.49%
* Net profit expected to be seen at Rs 16591 crore versus Rs 18331 crore
SOBHA YoY
* Revenue expected at Rs 945 crore versus Rs 684 crore
* EBITDA expected to be seen at Rs 92 crore versus Rs 74 crore
* EBITDA margin expected to be seen at 9.74% versus 10.82%
* Net profit expected to be seen at Rs 36 crore versus Rs 15 crore
TRENT YoY
* Revenue expected at Rs 4651 crore versus Rs 3466 crore
* EBITDA expected to be seen at Rs 781 crore versus Rs 628 crore
* EBITDA margin expected to be seen at 16.79% versus 18.13%
* Net profit expected to be seen at Rs 476 crore versus Rs 374 crore
UNOMINDA YoY
* Revenue expected at Rs 4085 crore versus Rs 3522 crore
* EBITDA expected to be seen at Rs 450 crore versus Rs 379 crore
* EBITDA margin expected to be seen at 11.01% versus 10.78%
* Net profit expected to be seen at Rs 220 crore versus Rs 193 crore
Buzzing stocks: Welspun Enterprises, LIC, Patanjali, Apollo Micro Systems, GE Power, Welspun Corp, InfoEdge, UltraTech, Container Corp, Religare, ITC, JSW Group, IndiGo
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(Rs. In Crs.)
Turnover: (NSE + BSE)
Cash Volume: 94511.59 + 5319.45 Total: 99831.04
F&O Volume: 15614708.98 + 756819.55 Total: 16371528.53
Provisional Cash
FII/FPI: NET SELL: -1682.83
(14112.34 – 15795.17)
DII: NET BUY: +996.28
(12860.76 – 11864.48)
Here’s an interesting stock idea: The stock that we have today is Jyothy Labs. The chart shows that the stock has rebounded from an important support. Following this, it has broken out of a resistance, which has turned the outlook bullish. Check out the latest episode of bl.Today’s Pick to learn more.
17.30 U.K. BOE Monetary Policy (Expected: 4.50% versus Previous: 4.75%)
19.00 U.S. Unemployment Claims (Expected: 214K versus Previous: 207K)
– Fourth quarter revenue of $5.1 billion increased 6.8% YOY, at the high end of our guidance range
– Full-year revenue of $19.7 billion increased 2.0% YOY
– Full-year operating margin of 14.7%, increased 80 basis points YOY
– Trailing 12-month bookings of $27.1 billion, up 3% YOY
– Cash dividend increased 3% to $0.31 per share for Q1 2025
(Numbers seen better than estimates, guidance mixed for FY25. Stock is down by 0.8 percent post trading hours)
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Qualcomm Q1 25 Earnings:
* Adjusted EPS: $3.41 (est $2.97)
* Revenue: $11.67B (est $10.93B)
* Sees Q2 25 Revenue: $10.3B to $11.2B (est $10.35B)
* Sees Q2 25 Adjusted EPS: $2.70 to $2.90 (est $2.69)
(Numbers seen better than estimates. Stock fell by 3 percent post trading hours)
Ford Q4 24 Earnings:
* Adjusted EPS: $0.39 (est $0.33)
* Revenue: $48.2B (est $43.02B)
* Sees FY Adjusted EBIT: $7.0B–8.5B
* Sees FY Adjusted Free Cash Flow: $3.5B–4.5B
(Numbers seen better than estimates. Stock fell by 5 percent post trading hours on mixed guidance)
Arm Holdings Q3 25 Earnings:
* Adjusted EPS: $0.39 (est $0.34)
* Revenue: $983M (est $946.7M)
* Sees Q4 Adjusted EPS: $0.48 – $0.56 (est $0.52)
* Sees Q4 Revenue: $1.18B – $1.28B (est $1.22B)
(Numbers seen inline with estimates. Stock fell by 4 percent post trading hours)
Uber Q4 2024 Earnings:
– EPS $3.21 (Prev Y/Y $0.66)- Rev $11.96B (est $11.77B)
– Adj EBITDA $1.48B (est $1.85B)- Delivery Bookings £$2.13B (est $19.7B)
– Trips 3.07B (est 3.02B)- Sees Q1 Adj EBITDA $1.79B To $1.89B (est $1.84B)
(Operational Numbers seen lower than estimates)
Walt Disney Q1 2025 Earnings:
– Adj EPS $1.76 (est $1.42)- Rev $24.69B (est $24.57B)
– Ent. Rev $10.87B (est $11B)- Hulu Subscribers 53.6M (est 52.34M)
– Sees Q2 Modest decline In Disney Subscribers (Q/Q)- Reaffirm FY Adj EPS Up High Single Digit (Y/Y) (est 8.1%)
(Numbers seen better than estimates)
Bunge Global Q4 2024 Earnings
– Adj EPS $2.13 (est $2.24)- Rev $13.54B (est $13.60B)
– Sees 2025 Adj EPS About $7.75 (est $8.49)
(Numbers seen lower than estimates)
Johnson Controls Q1 2025 Earnings
– Adj EPS 64C (est 59C)
– Rev $5.43B (est $5.28B)- Raises FY25 Guidance
– Sees FY Adj EPS About $3.50 To $3.60 (est $3.50)- Sees Q2 Adj EPS About 77C To 79C (est 73C)
(Numbers seen better than estimates)
Natural Gas price has been coming down since mid-January this year. The Natural Gas Futures contract traded on the Multi Commodity Exchange (MCX) has tumbled about 25 per cent from around ₹369 per mmBtu. It is currently trading at ₹278 per mmBtu.
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Here are the intraday supports and resistances for widely traded stocks such as Reliance Industries, ITC, ONGC, Infosys, HDFC Bank, TCS, and SBI
The stock of Jyothy Labs, which has been in a downtrend since September last year, is now showing indications of a bullish trend reversal. It found support at ₹365 early last week and rebounded. And towards the end of last week, it broke out of a resistance at ₹410, considerably increasing the odds of a rally from the current level.
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