The rally comes amid a recovery phase in markets, with SMIDs climbing back toward their September 2024 highs
India Inc saw 582 deals worth $17 billion in Q2 2025, down 48 per cent in value from Q1, as global tensions slowed activity; private equity remained steady while M&A and IPOs declined sharply
Earnings expectations 2025: According to analysts, the second half of calendar year 2025 (H2 CY25) could see an improved earnings environment, supported by lower credit costs and easing inflation
After two consecutive quarters of selling, foreign institutional investors (FIIs) are set to close the three months ended June with inflows
Power & transmission, airline companies to lead investment drive
Bank stocks: Banks, Elara Capital said, saw softer earnings in Q4 as credit growth remained subdued, even as deposit mobilization improved.
Stocks with the sharpest EPS downgrades included IndusInd Bank, Adani Enterprises, Eicher Motors, ONGC, and Tata Motors, according to JM Financial
Indian firms including Vedanta, Jubilant and HUDCO raised over Rs 12,000 crore from bonds ahead of the RBI's expected 25 bps repo rate cut, with strong demand from mutual funds
Indian enterprises are well positioned to handle the impact of tariffs and geopolitical tensions, Moody's Investors Service and its local arm Icra Ratings said on Wednesday. India Inc, however, will be "measured" in making investment decisions in the new fiscal because of the external headwinds, they said. "Indian non-financial companies are not directly affected by US import tariffs due to their focus on domestic consumption and low dependence on exports," a statement from Moody's said. It further noted that government initiatives to boost private consumption, expand manufacturing capacity and increase infrastructure spending will help offset the weakening outlook for global demand. "Private capex to remain measured amid external headwinds," it said. Indian corporates will continue investing in new capacity to cater to the sustained growth in domestic consumption, and Moody's estimated that non-financial companies rated by it will spend around USD 50 billion annually in capital .
Stocks to Watch today: Adani Group stocks, United Breweries, HCL Tech, Glenmark Pharma, NTPC Green and Jindal Stainless are among the stocks to watch on Tuesday, June 3, 2025
Puravankara plunged nearly 10 per cent after its loss in the fourth quarter to ₹88 crore, along with a decline in revenue
Coffee Day Enterprises' stock fell as much as 5.03 per cent after it reported a loss of ₹114.16 in the fourth quarter
AstraZeneca Pharma India rallied nearly 12 per cent after its net profit for the fourth quarter of the previous financial year jumped 48 per cent
Stocks to Watch on Monday: Vodafone Idea, Nykaa, Apollo Hospitals, AstraZeneca Pharma, IndiGo, Adani Energy Solutions, M&M and Puravankara are among the stocks to watch today, June 2, 2025
Stocks to Watch on Friday: Bajaj Auto, Ola, Suzlon Energy, Texmaco Rail, RVNL, Wockhardt and Prestige Estates are among the stocks to watch today, May 30, 2025
Samvardhana Motherson International surged over 4 per cent on Friday after the company reported Q4 results and a bonus issue
Shares of Suzlon Energy surged over 13 per cent after its profit rose multifold in the fourth quarter of the previous financial year
The market is factoring in approximately 14 per cent earnings growth for the Nifty50 for FY26, according to Equentis Wealth Advisory Services
Stocks to Watch today: SAIL, IRCTC, IndusInd Bank, Tata Chemicals, LTIMindtree, Reliance Power and HG Infra Engineering are among the stocks to watch today, May 29, 2025
LIC's stock rose as much as 8.81 per cent after its net profit for Q4FY25 grew 38 per cent