Compass

Copper prices remain firm in 2025 amid supply disruptions, tariff risks and low inventories. With global demand rising Hindustan Copper is positioned to benefit from the structural upcycle

The caterer is focusing on global capability centres (GCCs), which were over half its new clients last year, as multinationals expand in India for finance, tech, and R&D talent

Hero MotoCorp's (HMCL) June '25 sales grew 10 per cent Y-o-Y to 556,000 units in a positive surprise but Q1FY26 volumes were down 11 per cent Y-o-Y

EMS sector expected to grow 25% annually till FY28 as order books expand and capex ramps up; high-margin orders and policy support sustain premium valuations

The scenario for Hindalco and its US subsidiary Novelis is promising although Novelis has been impacted by tariffs

India is expected to see close to 10 per cent CAGR in passenger volumes over next two-three years and it is among the lowest penetrated markets per capita despite being the third-largest

While 25 per cent of the warrant price is to be paid upfront, the balance 75 per cent is to be paid on conversion

Some of the key award recipients in May included DR Agrawal Infracon (₹4,100 crore), Larsen&Toubro (₹ 3,800 crore), NCC (₹2,500 crore) among others

Despite modest Q4 revenue growth, Cummins India expects double-digit growth in FY26 on the back of robust domestic demand, CPCB 4+ tailwinds, and export recovery

Higher spends to keep Info Edge margins under pressure

Industry SIP flows of Rs 78,330 crore in Q4FY25 contributed to active equity and hybrid inflows of Rs 1.042 trillion

There are also signs of capacity enhancements by large conglomerates which may translate into business for engineering and construction

Broadly operating profit per tonne may increase by between ₹1,000-2,000 for affected companies

The stock was trading at a trailing price-to-earnings (P/E) multiple of nearly 200 times at the end of September 2024, one of the highest among large-cap stocks

IndiGo leads with its operational metrics, including on-time performance, aircraft utilisation, and cost efficiencies such as a fuel-efficient fleet and streamlined network optimisation

The alcoholic beverages segment saw some demand in Q3FY25, driven by the festive season, and the reopening of the Andhra Pradesh market

Such a trend of pessimism would show up as lower inflows to mutual funds, including lower SIP inflows

The Street believes that the correction is overdone and that the company has multiple growth opportunities in India and the African market

The October-December quarter (Q3) of FY25 record deal-intake of $1.68 billion (up 29 per cent quarter-on-quarter or QoQ) could aid growth in Q4FY25

NCL is the third largest subsidiary with sales of 138 million tonnes in FY24, contributing 18 per cent of CIL's total sales volume