@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Alkem Labs Ltd. 🟢 (Positive Outlook)
👉🏿 Nomura's buy call on Alkem Labs | Target price at ₹ 5,430 per/share, Q4 sales in-line, EBITDA/PAT 2%/6% below estimates, FY26 guidance a mixed bag. Company expects domestic formulations growth approx 100 bps, ahead of broader market in FY26.
Brokerages Views on Various Sectors & Stocks | Alkem Labs Ltd. 🟢 (Positive Outlook)
👉🏿 Nomura's buy call on Alkem Labs | Target price at ₹ 5,430 per/share, Q4 sales in-line, EBITDA/PAT 2%/6% below estimates, FY26 guidance a mixed bag. Company expects domestic formulations growth approx 100 bps, ahead of broader market in FY26.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Samvardhana Motherson Ltd. 🟢 (Positive Outlook)
👉🏿 Nomura's buy call on Samvardhana Motherson | Target price at ₹ 170 per/share, strong growth potential of non-auto & inorganic. Current valuation at 17.5x FY27 EPS is attractive, given a 27% EPS CAGR over FY25-27.
Brokerages Views on Various Sectors & Stocks | Samvardhana Motherson Ltd. 🟢 (Positive Outlook)
👉🏿 Nomura's buy call on Samvardhana Motherson | Target price at ₹ 170 per/share, strong growth potential of non-auto & inorganic. Current valuation at 17.5x FY27 EPS is attractive, given a 27% EPS CAGR over FY25-27.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Godrej Consumer Ltd. 🟢 (Positive Outlook)
👉🏿 JPMorgan maintains 'overweight' rating on Godrej Consumer with target price of ₹ 1,365.
Brokerages Views on Various Sectors & Stocks | Godrej Consumer Ltd. 🟢 (Positive Outlook)
👉🏿 JPMorgan maintains 'overweight' rating on Godrej Consumer with target price of ₹ 1,365.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Prestige Estate Ltd. 🟢 (Positive Outlook)
👉🏿 CLSA maintains 'outperform' rating on Prestige Estates with target price of ₹ 2,380.
Brokerages Views on Various Sectors & Stocks | Prestige Estate Ltd. 🟢 (Positive Outlook)
👉🏿 CLSA maintains 'outperform' rating on Prestige Estates with target price of ₹ 2,380.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Adani Group 🟢 (Positive Outlook)
👉🏿 Jefferies calls FY25 year of consolidation for Adani Group.
Brokerages Views on Various Sectors & Stocks | Adani Group 🟢 (Positive Outlook)
👉🏿 Jefferies calls FY25 year of consolidation for Adani Group.
Start your investing journey with me by clicking here - https://www.wealthy.in/p/rajes98776
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. Castrol India | Company issued a clarification stating that it cannot confirm the details of a media report suggesting that Reliance Industries, Aramco & other entities are eyeing British Petroleum's lubricant business. The company further clarified that it is not involved in any negotiations between the parties mentioned & is not aware of any information beyond the announcement.
2. Cipla | Company’s UK arm Incorporates wholly owned subsidiary Ciplarna GmbH In Germany.
3. Wipro | Company unveiled its Global Wipro Innovation Network to accelerate co-innovation with clients.
4. NLC | Company entered into an agreement with Mahatma Phule Renewable Energy & Infrastructure Technology Ltd. to establish a joint venture focused on green energy initiatives.
5. Yes Bank | Bank will consider fundraising on June 3.
6. Lumax Auto | Ashish Dubey resigned as CFO.
Stocks to Focus in Opening Today
1. Castrol India | Company issued a clarification stating that it cannot confirm the details of a media report suggesting that Reliance Industries, Aramco & other entities are eyeing British Petroleum's lubricant business. The company further clarified that it is not involved in any negotiations between the parties mentioned & is not aware of any information beyond the announcement.
2. Cipla | Company’s UK arm Incorporates wholly owned subsidiary Ciplarna GmbH In Germany.
3. Wipro | Company unveiled its Global Wipro Innovation Network to accelerate co-innovation with clients.
4. NLC | Company entered into an agreement with Mahatma Phule Renewable Energy & Infrastructure Technology Ltd. to establish a joint venture focused on green energy initiatives.
5. Yes Bank | Bank will consider fundraising on June 3.
6. Lumax Auto | Ashish Dubey resigned as CFO.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Stocks to Focus in Opening Today
1. UltraTech Cement | Company completed the acquisition of Wonder Wallcare.
2. Allcargo Logistics | Company's Less Than Container Load volume stood at 707,000 cubic meters as compared to 724,000 cubic meters (YoY).
3. Himadri Speciality Chemical | Company’s commercial production commences at tyre facility in Balasore.
4. Rail Vikas Nigam | Company in memorandum of understanding with Texmaco Rail to establish a framework for collaboration in the railway sector.
5. Allcargo Logistics | The Less than Container Load volume stood at 707,000 cubic meters as compared to 724,000 cubic meters (YoY).
Stocks to Focus in Opening Today
1. UltraTech Cement | Company completed the acquisition of Wonder Wallcare.
2. Allcargo Logistics | Company's Less Than Container Load volume stood at 707,000 cubic meters as compared to 724,000 cubic meters (YoY).
3. Himadri Speciality Chemical | Company’s commercial production commences at tyre facility in Balasore.
4. Rail Vikas Nigam | Company in memorandum of understanding with Texmaco Rail to establish a framework for collaboration in the railway sector.
5. Allcargo Logistics | The Less than Container Load volume stood at 707,000 cubic meters as compared to 724,000 cubic meters (YoY).
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Indian Markets Morning Opening Bell🔔 Updates 30th May 2025
📢 Market opens flat, Nifty above 24,840.
Indian Markets Morning Opening Bell🔔 Updates 30th May 2025
📢 Market opens flat, Nifty above 24,840.
@t.me/MonePlan : Stock Markets & Investments Updates with MonePlan :
Stock in Focus & News | Marksans Pharma Arm gets UK regulator nod for Metformin Hydrochloride 500mg/ 5 ml oral solution
🚩Alert | Metformin is used to treat high blood sugar levels.
Stock in Focus & News | Marksans Pharma Arm gets UK regulator nod for Metformin Hydrochloride 500mg/ 5 ml oral solution
🚩Alert | Metformin is used to treat high blood sugar levels.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q4FY25 Q4 Earnings/Results with MonePlan | PNC Infratech Ltd.
✔️ Revenue Down 34.50% at ₹ 1,704 Cr Vs ₹ 2,600 Cr (YoY)
✔️ Net Profit Down 81% at ₹ 75.50 Cr Vs ₹ 395.90 Cr (YoY)
✔️ EBITDA Down 51% at ₹ 362 Cr Vs ₹ 736 Cr (YoY)
✔️ Margin at 21.26% Vs 28.32% (YoY)
Q4FY25 Q4 Earnings/Results with MonePlan | PNC Infratech Ltd.
✔️ Revenue Down 34.50% at ₹ 1,704 Cr Vs ₹ 2,600 Cr (YoY)
✔️ Net Profit Down 81% at ₹ 75.50 Cr Vs ₹ 395.90 Cr (YoY)
✔️ EBITDA Down 51% at ₹ 362 Cr Vs ₹ 736 Cr (YoY)
✔️ Margin at 21.26% Vs 28.32% (YoY)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Sector in Focus & News | PSU Banks recover, up over 2%, PNB surges more than 3%
Sector in Focus & News | PSU Banks recover, up over 2%, PNB surges more than 3%
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q4FY25 Q4 Earnings/Results with MonePlan | NCL Industries Ltd.
✔️ Revenue Down 8.50% at ₹ 382.90 Cr Vs ₹ 418.60 Cr (YoY)
✔️ Net Profit Down 71% at ₹ 7 Cr Vs ₹ 24 Cr (YoY)
✔️ EBITDA Down 57.50% at ₹ 20.40 Cr Vs ₹ 48 Cr (YoY)
✔️ Margin at 5.33% Vs 11.47% (YoY)
Q4FY25 Q4 Earnings/Results with MonePlan | NCL Industries Ltd.
✔️ Revenue Down 8.50% at ₹ 382.90 Cr Vs ₹ 418.60 Cr (YoY)
✔️ Net Profit Down 71% at ₹ 7 Cr Vs ₹ 24 Cr (YoY)
✔️ EBITDA Down 57.50% at ₹ 20.40 Cr Vs ₹ 48 Cr (YoY)
✔️ Margin at 5.33% Vs 11.47% (YoY)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q4FY25 Q4 Earnings/Results with MonePlan | Inox Wind Ltd.
✔️ Revenue at ₹ 1,274.8 Cr Vs ₹ 527.7 Cr (YoY)
✔️ Net Profit at ₹ 190.3 Cr Vs ₹ 38.7 Cr (YoY)
✔️ EBITDA at ₹ 254.3 Cr Vs ₹ 98.7 Cr (YoY)
✔️ Margin at 19.95% Vs 18.70% (YoY)
Q4FY25 Q4 Earnings/Results with MonePlan | Inox Wind Ltd.
✔️ Revenue at ₹ 1,274.8 Cr Vs ₹ 527.7 Cr (YoY)
✔️ Net Profit at ₹ 190.3 Cr Vs ₹ 38.7 Cr (YoY)
✔️ EBITDA at ₹ 254.3 Cr Vs ₹ 98.7 Cr (YoY)
✔️ Margin at 19.95% Vs 18.70% (YoY)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q4FY25 Q4 Earnings/Results with MonePlan | Puravankara Ltd.
✔️ Revenue Down 41% at ₹ 541.6 Cr Vs ₹ 920 Cr (YoY)
✔️ Net Loss at ₹ 88 Cr Vs Loss of ₹ 6.7 Cr (YoY)
✔️ EBITDA Down 73% at ₹ 30.5 Cr Vs ₹ 113.4 Cr (YoY)
✔️ Margin at 5.63% Vs 12.32% (YoY)
Q4FY25 Q4 Earnings/Results with MonePlan | Puravankara Ltd.
✔️ Revenue Down 41% at ₹ 541.6 Cr Vs ₹ 920 Cr (YoY)
✔️ Net Loss at ₹ 88 Cr Vs Loss of ₹ 6.7 Cr (YoY)
✔️ EBITDA Down 73% at ₹ 30.5 Cr Vs ₹ 113.4 Cr (YoY)
✔️ Margin at 5.63% Vs 12.32% (YoY)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q4FY25 Q4 Earnings/Results with MonePlan | Apollo Hospitals Enterprise Ltd.
✔️ Revenue Up 13.1% at ₹ 5,592.2 Cr Vs ₹ 4,943.90 Cr (YoY)
✔️ Net Profit Up 59.3% at ₹ 411.5 Cr Vs ₹ 258.40 Cr (YoY)
✔️ EBITDA Up 20.2% at ₹ 769.7 Cr Vs ₹ 640.50 Cr (YoY)
✔️ Margin at 13.76% Vs 12.96% (YoY)
Q4FY25 Q4 Earnings/Results with MonePlan | Apollo Hospitals Enterprise Ltd.
✔️ Revenue Up 13.1% at ₹ 5,592.2 Cr Vs ₹ 4,943.90 Cr (YoY)
✔️ Net Profit Up 59.3% at ₹ 411.5 Cr Vs ₹ 258.40 Cr (YoY)
✔️ EBITDA Up 20.2% at ₹ 769.7 Cr Vs ₹ 640.50 Cr (YoY)
✔️ Margin at 13.76% Vs 12.96% (YoY)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Q4FY25 Q4 Earnings/Results with MonePlan | Sun TV Network Ltd.
✔️ Revenue Down 2.2% at ₹ 940.6 Cr Vs ₹ 961.3 Cr (YoY)
✔️ Net Profit Down 10.4% at ₹ 371.6 Cr Vs ₹ 414.7 Cr (YoY)
✔️ EBITDA Down 18% at ₹ 429 Cr Vs ₹ 523 Cr (YoY)
✔️ Margin at 45.61% Vs 54.40% (YoY)
Q4FY25 Q4 Earnings/Results with MonePlan | Sun TV Network Ltd.
✔️ Revenue Down 2.2% at ₹ 940.6 Cr Vs ₹ 961.3 Cr (YoY)
✔️ Net Profit Down 10.4% at ₹ 371.6 Cr Vs ₹ 414.7 Cr (YoY)
✔️ EBITDA Down 18% at ₹ 429 Cr Vs ₹ 523 Cr (YoY)
✔️ Margin at 45.61% Vs 54.40% (YoY)
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
India's Economic Data Updates | Q4FY25 GDP Growth better than expected, at 7.4% Vs 8.4% (YoY) & Vs 6.4% (QoQ) ; FY25 Real GDP growth at 6.5%
▪️FY25 GDP Growth | Agriculture Growth at 4.6% Vs 2.7% (YoY)
🚥 Mining Growth at 2.7% Vs 3.2% (YoY)
🚥 Construction Growth at 9.4% Vs 10.4% (YoY)
🚥 Trade, Hotels Growth at 6.1% Vs 7.5% (YoY)
🚥 Pvt Final Consumption Expenditure Growth at 7.2% Vs 5.6% (YoY)
🚥 Govt Final Consumption Expenditure Growth at 2.3% Vs 8.1% (YoY)
🚥 Gross Fixed Capital Formation at 7.1% Vs 8.8% (YoY)
▪️India's Q4 GDP growth has come in at a 4-quarter high of 7.4%.
▪️This growth beats expectations & outpaces the previous quarter-on-quarter rate of 6.4%.
▪️In FY25, Indian economy grew by 6.5%, 5.6% & 6.2% in the June, Sept & Dec quarters, resp.
▪️GDP rate is however well below the 8.4% print in the same period last year, while nominal GDP rose by 10.8% Y-o-Y.
India's Economic Data Updates | Q4FY25 GDP Growth better than expected, at 7.4% Vs 8.4% (YoY) & Vs 6.4% (QoQ) ; FY25 Real GDP growth at 6.5%
▪️FY25 GDP Growth | Agriculture Growth at 4.6% Vs 2.7% (YoY)
🚥 Mining Growth at 2.7% Vs 3.2% (YoY)
🚥 Construction Growth at 9.4% Vs 10.4% (YoY)
🚥 Trade, Hotels Growth at 6.1% Vs 7.5% (YoY)
🚥 Pvt Final Consumption Expenditure Growth at 7.2% Vs 5.6% (YoY)
🚥 Govt Final Consumption Expenditure Growth at 2.3% Vs 8.1% (YoY)
🚥 Gross Fixed Capital Formation at 7.1% Vs 8.8% (YoY)
▪️India's Q4 GDP growth has come in at a 4-quarter high of 7.4%.
▪️This growth beats expectations & outpaces the previous quarter-on-quarter rate of 6.4%.
▪️In FY25, Indian economy grew by 6.5%, 5.6% & 6.2% in the June, Sept & Dec quarters, resp.
▪️GDP rate is however well below the 8.4% print in the same period last year, while nominal GDP rose by 10.8% Y-o-Y.