MARKETS
British American Tobacco to divest stake in ITC Hotels at 'best time' to maximise shareholder value
As of December 2024, British American Tobacco holds as 15.3 percent stake in ITC Hotels.
BUSINESS
CPI inflation likely to ease further in February, strengthening case for RBI rate cuts, say experts
Experts suggest that CPI inflation is likely to ease further in February and see the RBI MPC cutting rates by 25 basis points in April.
BUSINESS
Morgan Stanley values Prudential's 49% stake in ICICI Pru AMC between $0.9-1.8 billion
As listed asset managers trade 15-30x consensus forward earnings, Morgan Stanley sees Prudential's stake in the firm valued around $0.9-1.8 billion.
BUSINESS
Tax relief likely to result in Rs 1 lakh crore of savings; FMCG, consumer discretionary segments to benefit, says Motilal Oswal
Over the past two to three years, consumer staples firms have struggled with revenue, margin, and bottom-line growth, with their growth rate slowing by 200-400 bps compared to the period from FY13 to FY23, said the brokerage firm.
BUSINESS
Give me gold: Trump’s tariff threat sparks gold rush, not just because of risk-aversion
Global banks and commodity exchanges have a headache because of the heightened need for physical delivery.
BUSINESS
Banking stocks tumble as RBI's policy disappoints on liquidity measures
Banking stocks fell after the Reserve Bank of India’s monetary policy failed to announce additional liquidity measures, despite a 25-basis-point rate cut.
BUSINESS
ITC reports Q3 beat despite high inflation, brokerages say shares can rally to Rs 578
ITC's cigarette business' volumes grew by six percent, coming as a surprise to most brokerages, who pencilled in estimates of 4-4.5 percent growth.
BUSINESS
Zomato, Jio Financial Services may join Nifty 50 in March rejig, to see $1.1 billion in passive inflows: JM Financial
The inclusion of Zomato and Jio Financial Services into the Nifty 50 could lead to passive inflows of $1.11 billion, noted the brokerage.
BUSINESS
Titan flags hike in gold lease rates by banks amid Trump tariff scare, shares crack 3%
Rising gold lease rates could squeeze margins unless the jewellery makeing companies adjust pricing strategies or find alternative sourcing methods.
BUSINESS
Asian Paints Q3 show fails to impress brokerages, stress in urban demand to continue; stock cracks 4%
Asian Paints is cautiously optimistic on a recovery in demand conditions while it shall continue to invest in its brand and focus on innovation.
BUSINESS
Britannia Industries Q3 Preview: Profit may slip on high base, volume growth moderates on muted consumption
According to a Moneycontrol poll, Britannia Industries is likely to report a 5.1 percent revenue growth at Rs 4,488 crore.
BUSINESS
ITC Q3 Preview: Net profit may slip on high base, cigarette volumes to rise 4%
According to a Moneycontrol poll, ITC is likely to report revenue of Rs 18,366 crore for the quarter ended December.
BUSINESS
Titan Q3 Preview: Strong sales growth likely, profit to be impacted by exceptional loss
According to a Moneycontrol poll, Titan Company is likely to report a 27.9 percent revenue growth at Rs 16,688 crore.
BUSINESS
Hungry for more stocks: Right time to bite into consumption theme?
Consumer demand, especially from the middle and lower-middle classes, has been sluggish, which should stage a turn-around on the income tax relief announced in Budget 2025.
BUSINESS
What to expect from Budget 2025's special trading session as Nifty 50 braces for volatility?
Budget day trading is marked by sharp volatility, with Nifty 50 historically swinging 2.4 percent intraday on average.
BUSINESS
Asian Paints Q3 Preview: Profit could see 22% fall as demand, increased competition weighs
Asian Paints is anticipated to deliver a weak performance in the third quarter of FY25, amid slowing urban consumption and increased competition.
BUSINESS
Budget 2025: How Nifty 50 performs in the weeks following the announcement?
The average return of Nifty 50 one week after the Union Budget is presented is 1.1 percent.
BUDGET
Budget 2025: Shipping industry pins hopes on indigenisation push, increased capex
Experts believe that any emphasis on improving shipping infrastructure and promoting indigenous shipbuilding will positively impact the sector.
BUSINESS
Dabur India Q3: Brokerages cut target prices as growth remains subdued, stock valuations attractive; shares sink
Brokerages trimmed their price targets on Dabur shares given subdued urban demand and a consecutive weak performance by beverage business.
BUSINESS
Dabur India maintains margin guidance despite inflation, CEO says 'futile to spend so much on advertising'
Dabur's goal is to maintain or slightly improve margins, and if there is a significant improvement, the firm will reinvest it in advertising.
BUSINESS
Smallcap, midcaps stocks plunge: is this a bear market or a temporary blip?
Small and mid-cap stocks have plunged 15 percent amid tightening liquidity and slowing domestic growth, raising concerns about a potential bear market.
BUSINESS
Tata Consumer Q3 Preview: Revenue growth to outperform peers, acquisitions to weigh on profit
Tata Consumer Products is expected to post strong revenue growth in Q3FY25 despite margin pressures from tea inflation.
BUSINESS
Nestle India Q3 Preview: Net profit may slip 9% on increased competition, downtrading, commodity inflation
Sharp inflation in coffee, cocoa, cereals, dairy, and edible oils is likely to impact Nestle India's margins in the December quarter earnings show.
BUSINESS
Dabur India Q3 Preview: Weak winter demand, rising competition to hurt earnings growth
According to a Moneycontrol poll of nine brokerages, Dabur India is likely to report net profit at Rs 514 crore, coming in flat on-year.
