Moneycontrol Research

Weekly Tactical Pick: Why you should buy this hotel stock

With a strong balance sheet and healthy cash flows, ROHL can undertake rapid expansion and press the growth pedal.

Hero MotoCorp enjoys a smooth ride in FY25

The company sees a surge in demand, particularly in rural areas

Sai Life Sciences: Beneficiary of pricing regulation in the US

The company’s capability enhancement is geared for emerging tailwinds, ranging from the China +1 opportunity to the recent pricing regulation in the US.

Jubilant Foodworks: India business outlook strong; valuation expensive

While India business outlook is robust, DP Eurasia (mainly Turkey business) is currently facing macroeconomic challenges, owing to hyper inflation

Eicher Motors Q4 FY2025: Growth, strategic expansion continue

Sustained growth with global expansion and strong market share

Which bag to pack for your investment journey?

Luggage sector saw a difficult going in FY25, can things change for the better?

Berger Paints Q4: Gaining market share despite emerging competition

Outperforming industry growth amid challenging market conditions

GAIL: A better transmission volume remains the biggest bet

The company is expected to capitalise on the growing natural gas consumption demand

Cipla: Largely unaffected by the Trump’s executive order

The medium-term growth drivers include the global rollout of respiratory and GLP-1 drugs.

ABB India navigates uncertainty with strong order inflows

The expected easing of global and domestic uncertainties should help the company perform better

Airtel maintains growth momentum in Q4 FY25

Steady ARPU lifts the company’s Q4 performance across India and Africa

Why the changes in Tata Steel are worth a look

Tata Steel is now focusing on capital allocation. It is undertaking capex, based on the merits of the business and the regions concerned

Tata Motors Q4 FY25: Strong results, uncertainty on tariffs lingers

While the management remains confident about the business, the lack of clarity of US tariffs on the UK continues to cast a shadow.

Prudent Corporate – Why investors should be on the sidelines despite strong show in FY25

With the equity market trading in a narrow range, MTM gain is likely to be lower and may not contribute much to the AUM growth

Aditya Birla Capital: This NBFC is on the growth track

Calibrated product mix, post-merger synergies are key growth levers

MapmyIndia: Strong finish to FY25 with improved visibility

Balanced growth across verticals; structural tailwinds from government, defence and global mobility

What does Trump’s MFN clause mean for the Indian pharma landscape?

The new regulation appears to be less disruptive for the Indian generics; may impact those having exposure to speciality/patented portfolios

Britannia Industries: Volume-led growth, margin recovery on the cards

Normal monsoon, better execution expected to aid growth recovery

US-China trade truce: Is it a disadvantage for India?

Even after the tariff rebalancing, the long-term case for China + 1 stays

Suryoday Small Finance Bank – a stock for investors with high risk appetite

Growth guidance intact, but core portfolio stress needs to be watched

Tata Steel’s Q4 earnings take a hit from pricing erosion

Higher volume sales partly offset headwinds

Trump’s drug pricing regulation: How does it impact Indian pharma?

Pharma players working on speciality/patented portfolios could be impacted more

Swiggy Q4 FY25: Growth on the table, Quick Commerce remains a drag

The company continues to deliver strong top-line growth, but continued investment in Quick Commerce and rising competitive intensity are weighing on margins.

SJS Enterprises: Strong Q4 FY25, new products, clients growth drivers

One of the company’s key growth drivers is the rising demand for premium vehicles, including big cars, SUVs, and high-end bikes, now extending to the consumer durable segment.