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Margin trajectory among key triggers for CG Power and Industrial Solutions

Consolidated revenue was up 26 per cent to ₹2750 crore, operating profit grew 28 per cent to ₹360 crore while net profit rose 23 per cent Y-o-Y to ₹290 crore

Strong Q4 momentum likely to continue for Indian Hotels Company in FY26

Occupancy grew 80 basis points (bps) Y-o-Y to 79.4 per cent while management fees also went up 15 per cent to ₹170 crore in Q4

Consistently healthy performance captured in Marico's high stock valuation

Among key performers in the portfolio, Parachute coconut oil posted 22 per cent YoY value growth with 1 per cent volume decline, due to price hikes

Trading the unknown unknowns amid tariff shocks and India-Pak faceoff

Regardless of the outcomes of the US tariffs and India-Pakistan faceoff, change is coming for global value chains and the subcontinent

Weak global commodity prices likely to dent Vedanta's profitability

Copper revenue came in at Rs 6,100 crore (up 22 per cent Y-o-Y and up 6 per cent Q-o-Q) in Q4FY25

Varun Beverages ready to bottle in gains on robust volume growth

The organic volume growth was 15.5 per cent Y-o-Y apart from the consolidation of South Africa & DRC (Democratic Republic of Congo)

High valuations, moderating growth warrant caution for Trent investors

The gross margin was at 41.7 per cent (down 240bps) while Ebitda at ₹650 crore was driven by Ebitda margin at 15.5 per cent

Weak demand, higher input costs may put pressure on UltraTech Cement

Blended realisation per tonne improved 8.7 per cent Y-o-Y and rose 8.1 per cent Q-o-Q to ₹6,326 per tonne. Operating profit was up by 12.3 per cent Y-o-Y and improved 59.5 per cent Q-o-Q to ₹4,620 cr

Moderate valuation, growth triggers augur well for Shriram Finance stock

The stock reacted badly, falling 5.2 per cent to close at ₹621.85 on Monday on the BSE

Competitive pressures, valuations leave little room for Nestle India upside

Nestle has appointed Manish Tiwary as managing director for a five-year term starting April 1, 2025. This may lead to a shift in the strategy which is monitorable

Rerating for LTIMindtree hinges on revenue rampup and margin uptick

Reported deal-booking stood at $1.6 billion versus $1.68 billion in Q3FY25. The headcount fell by 2,493, bringing the total to 84,307 employees

HCLTech Q4 deal wins boost outlook, analysts see limited stock upside

HCLT is guiding for revenue growth in the range of 2-5 per cent for FY26, on consolidated basis and also its services

Powerful Q4 performance anticipated for power sector amid rising demand

Cumulative all-India electricity demand over January-March was about 416BU compared to 400BU for January-March 2024

Tata Elxsi: Sentiments defy weak Q4 and bearish calls by brokerages

The outlook in Transport is clouded by tariff uncertainty. Tata Elxsi has very high exposure to JLR (subsidiary of Tata Motors), but this is now easing down

Burnt by BluSmart: Gensol meltdown puts solar energy solutions at risk

Startups supported by venture capitalists and private equity investors accept large cash burns and running losses, so long as there's high growth rates

Diversified portfolio, market share to drive asset growth for HDFC AMC

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

Volume, realisations likely to drive gains for sugar companies' stocks

The National Federation of Cooperative Sugar Factories (NFCSF) expects pan-India sugar production to reduce 19 per cent to 26 million tonne

ICICI Prudential Life: Moderate valuations, health growth prospects

In FY25, embedded value grew 13 per cent with embedded value operating profit (EVOP) growth at 10 per cent Y-o-Y

Diversified EPC players well placed in March qtr on strong capex momentum

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

EMS companies likely to gain from current tariff war and PLI scheme

The component PLI scheme will increase domestic value addition. The key beneficiaries may be Dixon, Amber and Kaynes among others