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
Reversal of furloughs, continued strength in the BFSI vertical and ramp-up of deals will be the key drivers for growth in Q4FY25
Key deal wins during the quarter included an offshore development centre set up for Suzuki Motors to accelerate software development for the next generation
Many analysts have downgraded growth and margin expectations in response to the update
While the earlier QCom players offered a price advantage to DMart, Flipkart Minutes and Amazon Tez are slightly below DMart on price, while pushing QCom convenience
The company's focus on driving premiumisation in oral care and building the personal care portfolio could drive long-term performance, says the brokerage
Channel expansion initiatives and new launches aided the growth in mixers and grinders which are part of the small domestic appliances segment
In its pre-quarter update, Info Edge had already disclosed a 14.3 per cent Y-o-Y growth in standalone billings, highest in the last 6 quarters