Moneycontrol Research

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.

SBI-Sumitomo deal for Yes Bank – Who gains the most?

The deal makes the bank a winner

Sticky performance — Pidilite delivers stability in tough Q4

Underlying volume growth continues to remain strong

Navin Fluorine: Multiple agreements, new capacities strengthen outlook

The company could benefit from the China-plus-one theme in fluorine chemistry

Indo-Pak Ceasefire: What’s next for Indian equities?

Volatility may continue in the short term and it’s better to be watchful

Coal India: A sequential rise in volume off-take in Q4 in an overall challenging year

Recent price increases, expected production growth, and other factors augur well for the current fiscal

Radico Khaitan Q4: IMFL adds punch to sales volume

Stable raw material prices help in the expansion of gross margins

L&T: Navigating external risks with strong order book, robust balance sheet

The company enjoys a robust order book, and diversified business portfolio. The company’s consolidated order book reached Rs 5.8 lakh crore, reflecting a 22 percent YoY increase.

Asian Paints Q4: Growth slows as competitive intensity tightens grip

Though Asian Paints is a quality business, the competitive intensity in the sector has started show-ing its colours

Titan Company: Healthy Q4FY25 results, robust outlook

Notwithstanding a sharp increase in gold prices, industry tailwinds, a broader product portfolio and product re-engineering are expected to sustain the growth momentum for the jewellery business.

Tata Motors: A clear winner from the US-UK trade deal

JLR, the UK subsidiary of the company, relies heavily on the North American market for sales

Why this defence stock is our tactical pick this week

Cochin Shipyard’s order book remains strong at Rs 22,000 crore, over five times its annual revenue, providing a strong revenue visibility. The order pipeline is equally strong and growing

MCPro Quick Take: Volume growth in Britannia Industries precedes margins

Normal monsoon and better execution in non-core brands expected to aid growth recovery

eMudhra: Positioned for recovery with robust order book, strategic M&A focus

Rapidly expanding global needs for cybersecurity, identity verification, and paperless workflows create a long runway for eMudhra to scale up its high-impact solutions and capture meaningful market share.

Dabur: Portfolio transformation, valuation keep us constructive

Promising rural trends, urban consumption boost key growth drivers

Godrej Consumer: Building a future-ready portfolio

Global business simplification drove sequential EBITDA margin expansion on a consolidated level

How should you navigate Indian equities amid escalating tension and global uncertainties?

Investors should observe the market from the sidelines, avoid temptation of short-term gains, and add at a level that prices in most of the risks.

Polycab India closes FY25 on a high note with robust performance

Strong Rebound in FMEG Business and Outperformance in W&C

Resilient US economy buys Fed time amid tariff turbulence

India gains ground as Fed maintains rates and investors seek stability beyond the West

UK-India FTA: Sectoral shake up – who gains, who loses?

Key Indian export sectors to benefit are, textiles, leather, footwear, marine products, gems & jewellery, auto parts, engineering goods, and organic chemicals.

CEAT: Is the risk-reward turning favourable?

Healthy volume-led growth in Q4 FY25, though margins remained under pressure due to high raw material prices.

Kajaria Ceramics: Muted quarter impacted by strategic realignment

Recovery in domestic market demand expected in the later half of FY26

Himadri Specialty: Near-term growth triggers missing

Given the weak domestic demand for the auto sector, an unfavourable supply-demand balance is likely to show up in margins