ULTRATECH EARNINGS
FII return sees Rs 46,000 crore buying spree, likely prefer largecaps vs broader market stocks. Here’s why
FIIs have poured in over Rs 46,000 crore into Indian equities since mid-April, favouring largecaps amid easing geopolitical and trade tensions. Analysts point to quality-led buying in private banks, capital goods, and infrastructure stocks. While midcaps see selective interest, high valuations and liquidity concerns are keeping FIIs focused on scalable, liquid large-cap opportunities.
Hold Polycab India, target price Rs 6,150: ICICI Securities
ICICI Securities maintains a Hold call on Polycab India, setting a target price of Rs 6150. The company's Q4FY25 financials reveal a significant surge in consolidated total income and net profit. Strong performance in the FMEG portfolio and cables & wires segment drove growth, while the company gained market share in the domestic organized cables and wires industry.
Polycab Q4 Results: Profit jumps 33% YoY to Rs 727 crore, recommends final dividend of Rs 35/sh
Polycab Limited announces a strong Q4 performance. The company's profit after tax rises to ?727 crore. Revenue from operations increases by 25% to ?6,985.7 crore. The board recommends a final dividend of ?35 per share. Wires & Cables segment shows 22% growth. FMEG business delivers 33% growth. EPC segment surges by 47%. Shares rise following the positive results.
India Cement's CFO sees ebitda per tonne above Rs 1,000 crore in 3 years
India Cement, now a subsidiary of UltraTech Cement, anticipates a sharp rise in profitability. The company aims to achieve an Ebitda per tonne of over ?1,000 within three years. This improvement will be driven by increased volumes, better margins, cost efficiency, and lower logistics expenses. UltraTech plans to invest ?1,500 crore in India Cement over the next two fiscal years.
Ahead of Market: 10 things that will decide stock market action on Tuesday
Indian stock markets rose sharply on Monday, led by strong Reliance Industries earnings and steady FII inflows, despite India-Pakistan tensions. Sensex gained 1005.84 points and Nifty rose 289.15 points, with analysts advising cautious optimism amid geopolitical risks.
UltraTech’s profit rises 10% on year aided by volume growth
UltraTech Cement’s consolidated net profit rose 10% on year to Rs 2,482 crore in the March quarter, aided by a 17% expansion in volumes.
- Go To Page 1
UltraTech Cement Q4 Results: PAT rises 10% YoY to Rs 2,482 crore; dividend declared at Rs 77.50/share
UltraTech Cement Q4 Results: The board has also recommended a dividend of Rs 77.50 per share for the year ended March 2025.
UltraTech Cement board announces Rs 77.50 per share final dividend
UltraTech Cement Q4FY25: UltraTech Cement announced a dividend of Rs 77.50 per share alongside its Q4FY25 results, which showed a 10% YoY profit growth and 13% revenue rise. Key segments like ReadyMix Concrete and overseas business performed strongly.
TVS Motor Q4 Results: Standalone PAT jumps 76% YoY to Rs 852 crore, revenue up 17%
TVS Motor Q4 results: TVS Motor Company reported a 76% YoY increase in Q4FY25 net profit, reaching Rs 852 crore. Revenue grew by 17%, with a strong sequential growth in both profit and topline. EBITDA hit a record high, driven by strong sales.
Sandip Sabharwal optimistic on auto stocks despite challenges in two-wheeler demand
The acquisition also seems to be reasonably priced. So, it will only add value to the company because the acquiree SML ISUZU has a good brand image in the segments in which it operates. This acquisition per se I would think is a positive development.
RIL, bank stocks propel Sensex over 850 points higher, Nifty above 24,250
Indian markets surged on Monday, propelled by Reliance Industries' strong earnings and positive Asian market trends. The Sensex surpassed 80,000, while the Nifty50 neared 24,300. Geopolitical tensions between India and Pakistan, along with fluctuating US-China trade relations, added uncertainty. Experts suggest sustained foreign investment is bolstering market resilience, despite potential consolidation indicated by recent trading patterns.
Maruti Suzuki shares in focus after Q4 profit skids 1% YoY to Rs 3,911 crore. Should you buy, sell or hold?
Maruti Suzuki shares: The country's largest passenger carmaker reported a total revenue of Rs 40,920 crore for Q4FY25, reflecting a 6.4% increase from Rs 38,471 crore in the same period last year. Revenue from product sales amounted to Rs 38,842 crore, while other operating revenues contributed Rs 2,078 crore.
Q4 results today: Ultratech Cement, Adani Green among 49 companies to announce earnings on Monday
The fourth quarter earnings season is gaining traction, with numerous companies set to announce their results on Monday. Ultratech Cement is anticipated to reveal a strong operational performance, driven by volume growth and stable margins. Revenue is projected to increase by 12% year-on-year, while profit is expected to rise by 8%.
Stock futures with high rollover to May series on traders’ radar
Several stocks, including Ultratech Cement and Mphasis, show bullish potential based on open interest and price changes, with analysts providing specific targets and stop losses. Conversely, Tata Steel and Syngene International face bearish outlooks due to technical resistance and disappointing earnings, respectively. Experts suggest trading strategies for both bullish and bearish stocks in the near term.
Nifty must defend 23,800 level to retain bullish undertone
Stocks offering short-term trading opportunities include Bharti Airtel, Godrej Consumer, Grasim, Havells, ICICI Bank, Marico, Sun Pharma, Tata Consumer, Navin Fluorine, Persistent Systems, Aarti Industries, and UltraTech Cement.
Ahead of Market: 10 things that will decide stock market action on Monday
Indian stock market closed lower due to geopolitical concerns, with mid- and small-cap stocks hit hardest. Analysts suggest a cautious approach, citing risk-off sentiment amid escalating Indo-Pak tensions. The Nifty fell below its 200-DMA, signaling a potential bearish trend. US and European markets showed mixed but optimistic movements.
Geopolitical developments, earnings to drive markets in holiday-shortened week: Analysts
Geopolitical developments between India and Pakistan, quarterly earnings and macro data will be the key drivers of stock markets in the holiday-shortened week, say analysts.
UltraTech Cement Q4 Preview: Volume growth to support earnings; margins seen steady
UltraTech Cement is expected to report strong Q4 results, driven by volume growth, acquisitions, and stable margins. Revenue and profit are likely to rise 12% and 8% YoY, respectively. While cost controls aid profitability, high base effects and regional pricing pressures may limit overall gains.
India-Pak tension, Q4 earnings & FII action among 9 factors that could drive D-Street this week
Indian markets face a volatile week, influenced by escalating India-Pakistan tensions and a flurry of Q4FY25 earnings announcements from over 180 companies, including Reliance Industries. FII selling pressure and rupee weakness add to the uncertainty, while global cues from US markets and crude oil prices will also play a crucial role.
Equity investors' wealth erodes by Rs 8.88 lakh cr in two days
Investors' wealth got wiped out by Rs 8.88 lakh crore in two days of market slump due to profit-taking and growing tensions along the Indo-Pak border following the terror attack at Pahalgam in Jammu & Kashmir.
Ahead of Market: 10 things that will decide stock market action on Friday
Markets traded range-bound on April expiry day amid global selling pressure and weak FMCG earnings; analysts expect continued consolidation and advise stock-specific buying on dips.
Market volatility hits high beta stocks as 92% scrips fall up to 66% from peaks. These 2 risks loom
Amidst market volatility, high beta stocks experienced steeper declines, with many falling significantly from their peaks. Low beta stocks demonstrated greater resilience, declining less on average. Factors like global trade tensions, FII selling, and concerns over corporate earnings have contributed to market wobbles. However, recent FII buying and expectations of India's economic outperformance offer some tailwinds.
Soft prices, rising input costs likely to make a dent in cement companies' profits
Cement companies face margin pressure in the March quarter due to weaker prices and higher pet coke costs, despite a 10% volume growth. Most producers, except UltraTech Cement, are expected to report profit declines. While sales volumes improved, rising input costs will likely compress EBITDA margins and impact overall profitability compared to last year.
JioStar rides Pushpa 2 wave, seals 28-sponsor TV blitz without revealing ad windfall
Pushpa 2: The Rule is set for its World Television Premiere on April 13 and 14, 2025, across major South Indian channels like Star Maa and Asianet. The multilingual broadcast is supported by 28 sponsors, including Procter & Gamble and Tata Commercial Vehicles. JioStar Network is launching 'The Pushpa 2 Experience' campaign with behind-the-scenes footage and interactive content.
YES Bank shares in focus after Q4 loans and advances rise 8.2%, deposits up 6.8%
YES Bank reported an 8.2% YoY rise in loans to Rs 2.46 lakh crore and a 6.8% jump in deposits in Q4 FY25, with improved CASA ratio and stable asset quality. Q3 net profit surged 164.5% YoY to Rs 612 crore. Despite recent gains, analysts remain cautious, with a 'Strong Sell' consensus and an average target price below current levels.
In smallcap, microcap space, there is scope for another 10-15% correction: Gaurav Dua
Gaurav Dua of Mirae Asset Sharekhan suggests that valuations are now reasonable for long-term investors to consider good stocks, particularly in the large-cap space. He recommends focusing on domestic-driven sectors like private banks, NBFCs, and select infrastructure companies amidst global slowdown concerns. Earnings growth expectations should be tempered for the next two years.
Jio Financial Services shares in focus after Rs 66.5 crore investment in JV with BlackRock
Jio Financial Services and BlackRock have jointly invested Rs 66.5 crore in their 50:50 wealth management and broking JV, Jio BlackRock Investment Advisers. The move strengthens their digital-first financial services vision in India. Despite a flat YoY Q3 profit at Rs 295 crore, the stock remains under watch, with a 37% potential upside based on analyst estimates.
UBS bullish on cement, increases price targets
We upgrade Dalmia from 'Sell' to 'Buy', and maintain 'Buy' on ACC given its supportive valuation and industry tailwinds,
Cement stocks rally up to 3% after UBS upgrades UltraTech, Dalmia Bharat, Ambuja to buy
UBS upgraded UltraTech Cement and Ambuja Cement to "buy" from "neutral" and "sell," respectively, and also raised Dalmia Bharat to "buy" from "sell." The brokerage firm anticipates that structural cost reductions and sector consolidation will drive a multi-year earnings upcycle.
Load More
