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ITC Limited (ITC) - Comprehensive Stock Analysis Report Investment Research & Analysis | Q3 FY2025 1. Stock Overview Current Price: ₹462.50 52-Week Range: ₹385.20 – ₹520.75 Recent Performance: Gained 8.2% QoQ (Q2 to Q3 FY25) Outperformed Nifty 50’s 4.1% gain Driven by strong FMCG growth and cigarette volume recovery Volume Activity: 15% increase in average daily volume (QoQ) Institutional accumulation during Oct-Nov 2024 Reflects renewed confidence in ITC’s diversification strategy 2. Financial Health Check (QoQ & YoY) Revenue & Profit Growth Q3 FY25 Revenue: ₹18,544 crore Up 4.9% QoQ from ₹17,681 crore YoY Growth: 12.3% , driven by: Cigarettes: +8.5% (volume recovery post-tax clarity) FMCG-Others: +18.2% (packaged foods, personal care) Hotels: +22.1% (normalization in travel demand) Net Profit Margin: 28.4% vs industry average of 15.2% +90 bps QoQ improvement due to efficiency and favorable product mix Earning...

🚀 JSW Steel Q4FY25 Results: Margin Boom, Capex Blitz & Bullish Bets Drive Record Growth Meta Description: JSW Steel's Q4FY25 results show record-breaking EBITDA, falling debt, and bold expansion plans. Analysts maintain BUY rating with 16% upside. Explore key insights, risks, and growth drivers. 1. 🌟 JSW Steel Q4FY25: A New Era of Steel Supremacy India’s steel juggernaut JSW Steel has just delivered a stellar Q4FY25 performance—smashing expectations and setting the stage for accelerated growth. With consolidated EBITDA soaring to INR64 billion (vs. INR60 billion estimates) and EBITDA/ton jumping 12.5% QoQ , JSW isn’t just navigating the cycle—it’s dominating it. This isn't just another quarter— it's a signal of structural strength , powered by internal efficiencies, debt reduction, and a bold capex pipeline that positions JSW as a long-term outperformer. 2. 💼 Q4FY25 Financial Highlights: Profits, Margins, Momentum EBITDA Beat : Consolidated EBITDA at INR...

🚀 NTPC’s Power-Packed Future: A Deep Dive into Growth, Sustainability & Investment Potential 🌟 Introduction: Energizing India’s Future NTPC Limited—India’s largest power generator—is steering the nation toward a cleaner, more resilient energy future. With a stellar Q4FY25 performance, bold renewable and nuclear ambitions, and an unwavering focus on sustainability, NTPC is more than just a utility giant—it’s an investment opportunity electrifying the market. Based on JM Financial’s May 25, 2025, report, this blog decodes NTPC’s momentum with data-rich insights, investor takeaways, and viral visuals—crafted for Google Discover, voice search, and social media impact. 🔧 NTPC at a Glance: Powering Progress Total Capacity : 79,930 MW (Standalone: 59,413 MW | Subsidiaries: 20,517 MW) Energy Mix : Coal, gas, hydro, solar, wind—and expanding into nuclear Sustainability Edge : 6,808 MW in renewables; targeting 30 GW nuclear by 2047 Investor Rating : JM Financial maintains BUY ...

GAIL Ltd. Q4 FY25 Results: Key Highlights & Strategic Outlook GAIL Ltd., India’s natural gas giant, has reported its Q4 FY25 results, and the numbers are powerful. Here’s everything you need to know— clear, concise, and compelling . Snapshot: GAIL’s Performance at a Glance EBITDA : Rs 32.2 billion YoY : Down 9.6% QoQ : Up 13.3% Beat estimates (vs Rs 27B forecast) PAT (Net Profit) : Rs 20.5 billion YoY : Down 5.9% QoQ : Up 43.6% Revenue : Rs 356.9 billion YoY : Up 10.4% QoQ : Up 2.1% Sentiment : Optimistic – Strong gas trading performance overcame softness in other segments. Visual Cue : Bar chart : EBITDA & PAT trend – green for QoQ rise, yellow for forecast beat. Segment Analysis: What Worked, What Didn’t 1. Natural Gas Transmission Volume : 120.8 mmscmd YoY : Down 2.8 mmscmd QoQ : Down 5.5 mmscmd Reasons for Dip : Fertilizer plant shutdowns for maintenance Shift by refineries to alternative fuels Capacity Utilizatio...

Commodity Market Explosion – May 16, 2025: Crude Clashes, Gold Dips, and Red-Hot Trading Setups! Welcome to Your Daily Dose of Market Firepower! Traders, investors, and market hawks—listen up! The commodity market is sparking with drama, opportunity, and big-money moves. This isn't just another dry report—it’s your high-energy cheat sheet to navigate the latest from Way2Wealth’s Commodity Trend Report (May 16, 2025). From oil shocks to gold drops and breakout trades on the MCX— we’re breaking it all down with charts, sentiment, strategy, and action-ready insights. Let’s get you market-ready in minutes. 1. Crude Oil: Drama, Deals & Double-Edged Headlines Crude is alive—and volatile! WTI hovers near $61/barrel , caught in a storm of hope and hesitation. The Bullish Spark: US-China Trade Truce = Demand Rebound. Both giants agreed to slash tariffs—global demand optimism is BACK. The Bearish Blow: US-Iran Deal Rumors = Supply Surge. Potential Iranian oil influx...

Suzlon Energy: Riding the Wind to India’s Renewable Future Intro: Wind Power Just Got a Game-Changer Feel that breeze? It’s not just nature—it’s India’s next big energy wave. As the world turns to clean power, India is charging ahead , and Suzlon Energy is right at the front. The secret weapon? A new policy shift from the government that flips the game in favor of Indian wind players. This is Suzlon’s moment —backed by smart strategies, strong numbers, and sky-high potential. If you’re tracking renewable energy winners, you need to watch this space. 1. RLMM Policy = Suzlon’s Tailwind A new draft by MNRE is shaking up the wind energy market—and it’s great news for Suzlon. What’s Changing: Made in India Rule: Key turbine parts (blades, towers, gearboxes, generators) must now be made locally. Suzlon Wins: Already geared with local manufacturing, Suzlon’s ready to deliver. Imports Lose Steam: Chinese OEMs relying on cheap imports? Sidelined. Sentiment: Super bullish. ...

🚀 Navin Fluorine International: The Chemical Stock Set to Explode in 2025 Navin Fluorine International (NFIL) isn’t just rising—it’s outperforming the market with a 30% surge in 6 months , while Nifty Mid-cap dropped 4%. Here’s a crisp, high-impact breakdown of why NFIL is the top stock pick for 2025 : 🌟 NFIL’s Growth Story: What’s Fueling the Surge? Diverse Chemical Portfolio : Eco-friendly refrigerants like R32 High-growth CDMO (Contract Development & Manufacturing) services Strategic Sustainability Push : Collaboration with Chemours for low-GWP refrigerants Pioneering green solutions for future-proof growth Robust Financial Trajectory : 24% Revenue CAGR and 45% EPS CAGR expected through FY28E Market Outperformance : Beat Nifty Mid-cap index by 34% in 6 months 💰 Q4FY25 Financials: Explosive Performance Revenue : INR 7,009M Up 56.4% YoY and 15.6% QoQ Beat analyst estimates by 10% PAT (Net Profit) : INR 950M Up 35% YoY , 14% Q...

Radico Khaitan (RADICO.NS) Q4FY25 Earnings: Premium Surge Fuels 71% Net Profit Jump – Is the Rally Sustainable? Stock Overview Current Price : ₹2,537.20 52-week Range : ₹1,428.95 – ₹2,637.70 Recent Trend : Up +36.4% in the last 6 months, outperforming the Nifty 50 (up ~12%) Volume Activity : Notable uptick in volumes post-earnings, hinting at renewed institutional interest. Radico Khaitan, one of India’s leading IMFL (Indian Made Foreign Liquor) producers, posted a stellar Q4FY25 performance led by surging demand for its premium brands like Rampur Single Malt and Jaisalmer Gin. The stock is now trading close to its 52-week high, reflecting investor optimism around its premiumization strategy. Financial Health Check – QoQ & YoY Revenue & Profit Q4FY25 Revenue : ₹4,485 crore (up 15% YoY ) Net Profit : ₹92.07 crore (up 71% YoY from ₹53.9 crore) Net Profit Margin : ~2.05% vs. industry average ~1.5% EPS : ₹6.88 vs. ₹4.12 in Q4FY24 Key Growth Driver : Premium b...

Mahindra & Mahindra Q4 FY25 Results: Profit Soars 21%, Dividend Sparks Buzz – What Investors Must Know! Humanized Financial Insight | • INTRODUCTION: Powering Ahead in FY25 Mahindra & Mahindra (M&M), a household name in India’s auto and farm equipment space, has fired on all cylinders in Q4 FY25. With a 21% YoY jump in profit and a hefty dividend announcement, M&M is steering with confidence despite a quarterly dip. Here’s a visually compelling, data-packed, emotionally resonant analysis to help you decode the numbers — and seize the investment opportunities. • 1. REVENUE & PROFIT: Mahindra’s Strong Financial Engine •1.1 Quarterly Triumph Net Profit : ₹2,437.14 Cr ( ↑21% YoY ) vs ₹2,000.07 Cr in Q4 FY24 Revenue : ₹31,353.40 Cr ( ↑25% YoY ) vs ₹25,182.82 Cr EPS : ₹20.30 (basic), ₹20.24 (diluted) Sentiment Pulse : Investors cheered robust topline growth and bottom-line stability. •1.2 Quarter-on-Quarter Decline QoQ Profit Drop : ↓19% from ₹2,964.31...

Kotak Mahindra Bank Q4FY25 Results: Performance Snapshot 1. Consolidated Performance (Q4FY25) Net Profit: ₹4,933 crore YoY: ↓ 7.5% QoQ: Not disclosed in source FY25 Full-Year Net Profit: ₹22,126 crore YoY: ↑ 21.5%, aided by a one-time gain of ₹3,013 crore from Kotak General Insurance divestment. Adjusted Profit (ex-gain): ₹19,113 crore, ↑ 5% YoY 2. Standalone Banking Performance (Q4FY25) Net Profit: ₹3,552 crore YoY: ↓ 14% QoQ: ↓ from ₹3,927 crore in Q3FY25 (approx. 9.5% decline) Net Interest Income (NII): ₹7,284 crore YoY: ↑ 5% QoQ: Flat (Q3FY25 was ₹7,297 crore) Other Income: ₹3,182 crore YoY: ↑ 7% QoQ: ↑ from ₹2,862 crore Net Interest Margin (NIM): 4.97% YoY: ↓ from 5.28% QoQ: ↓ from 5.05% Provisions & Contingencies: ₹909 crore YoY: ↑ 245% QoQ: ↑ from ₹563 crore 3. Asset Quality (Q4FY25) Gross NPA: 1.42% QoQ: ↓ from 1.50% Net NPA: 0.31% QoQ: ↓ from 0.41% Fresh Slippages: ₹1,488 crore YoY: ↑ 14% ...

State Bank of India (SBI) – Q4 FY25 Results Summary (As of March 31, 2025) Financial Highlights: Net Profit: ₹18,643 crore in Q4 FY25, down 9.9% YoY due to higher provisions and no one-time write-back (Q4 FY24 base effect). FY25 full-year net profit at a record ₹70,901 crore , up 16.08% YoY . Net Interest Income (NII): ₹42,775 crore in Q4 FY25, up 2.69% YoY . Net Interest Margin (NIM): 3.15% (domestic), down 32 bps YoY due to rate cycle reversal. Non-Interest Income: Jumped 40% YoY to ₹24,210 crore. Driven by: Treasury gains: ₹6,879 crore (nearly doubled YoY). Forex income: ₹2,859 crore (vs. ₹225 crore YoY). Provisions: Total provisions rose 57% YoY to ₹12,643 crore. Loan loss provisions: ₹3,964 crore, up 20.35% YoY . Operational Performance: Credit Growth: 12.03% YoY Total Advances: ₹42 trillion. Retail Loans: +11.4% Home Loans: +14.46% Corporate Loans: +9% Deposit Growth: 9.48% YoY Total Deposits: ₹53.8 trillion CAS...

● Introduction: The Marketplace Titan at a Strategic Crossroads IndiaMART InterMESH Ltd., India's largest B2B marketplace, just released its 4QFY25 earnings—and it's a nuanced tale of resilience, strategic recalibration, and ARPU-fueled growth. While the silver-tier churn continues to challenge, gold and platinum segments shine bright, proving that premiumization is the real growth engine . With investor eyes on profitability, product-market fit, and retention, IndiaMART has held its ground. But can it scale sustainably in FY26 and beyond? ● Large Bullet: FY25 at a Glance — The Numbers Speak First 1. Solid Financial Momentum Revenue surged 16% YoY to INR 13.9B Adjusted PAT jumped 64% YoY to INR 5.5B EBITDA margin maintained at 38% ARPU rose 11% YoY, clocking INR 62K Traffic stayed flat YoY at 272M users Paying subscribers up by 2,100 QoQ 2. A Valuation Still in the Sweet Spot CMP: INR 2,331; Target Price: INR 2,650 (+14% upside) P/E FY25: 25.4x | P/BV FY25: 6...

🌍📈 01 May 2025 Commodities Outlook Gold Slips, Oil Crashes, Copper Climbs: What Smart Traders Are Doing Now 🚀 April Snapshot: Commodities in Chaos April 2025 saw wild market swings driven by: Crude Oil : Tanked on oversupply fears & soft U.S. demand. Gold : Struggled as optimism dented safe-haven appeal. Copper : Surged on Chinese recovery signals. Natural Gas : Edged higher amid declining output. Bottom Line : Volatility = opportunity. Read on for trade-ready insights and pivot levels. 🔥 Hot Trades & Price Action 1️⃣ Crude Oil: Bear in Control Trade Call : Sell May Crude at ₹5220–5230 Target : ₹5060 Stop Loss : ₹5320 Key Catalysts : U.S. crude inventories up 3.8M barrels Russia hints at more exports OPEC+ may raise output Technical Watch : Resistance: ₹5320 / $62 Breakdown below ₹5100 could hit ₹4980 Sentiment : Bearish 📉 2️⃣ Gold: Torn Between Fear & Hope Current Price : ₹95,592 (MCX), down 0.45% Sentiment : Neutral ⚖️ Dr...