OECD Cuts U.S. Economic Outlook Amid Tariff Concerns
The OECD has sharply revised down its forecast for U.S. economic growth, citing the impact of Donald Trump’s proposed tariffs on global trade and inflation.

U.S. GDP Growth Forecasts:

2025: Cut to 1.6% (from 2.2% in March)

2026: Slashed further to 1.5%

Inflation Outlook:

Projected to rise…[Read more]

Fund House Recommendations Summary

>> Positive Outlook

– Morgan Stanley (MS)

Godrej Consumer: Overweight | Target: ₹1,431/share

M&M: Overweight | Target: ₹3,668/share

Tata Power: Overweight | Target: ₹449/share

– Nomura

CEAT: Buy | Target: ₹3,945/share

– HSBC

Embassy Office Parks REIT: Buy | Target: ₹435/share

Brookfield India REIT: Buy…[Read more]

Corporate & Business Highlights – May 30, 2025

🔹 Q4 FY25 Earnings Highlights

🚘 Bajaj Auto (Standalone, YoY)
Revenue: ₹12,147 crore (↑ 5.8%)

EBITDA: ₹2,450 crore (↑ 6%)

EBITDA Margin: 20.2% vs 20.1%

Net Profit: ₹2,049 crore (↑ 6%)

⚓ Mazagon Dock (Consolidated, YoY)
Revenue: ₹3,174 crore (↑ 2.28%)

EBITDA: ₹89.71 crore (↓ 82.88%)

EBITDA Margi…[Read more]

Ice Make earnings Call | Key takeaways from the Q&A Session

>CAPEX & Expansion

-CAPEX so far: ₹100 crore invested in new plants (PUF Panel & Commercial Freezers)

>Future CAPEX: ₹150+ crore being evaluated; final decision in Q1 FY26 based on cash flows

>South Plant Expansion: New facility expected by Q1 FY26, budgeted at ₹10 crore

🔹 New Produ…[Read more]

Key highlights from the IMFA Q4 & FY25 Earnings Call and Q&A Session held on May 23, 2025:

*Management Commentary & Strategic Updates*
-Resilience despite market challenges: IMFA maintained profitability in Q4 FY25 despite weak ferrochrome prices and subdued global demand, by leveraging operational efficiency and an integrated business…[Read more]

Q4 FY25 Corporate Results & Market Updates
LIC Q4 Highlights (Consolidated, YoY):
Net Premium Income: ₹1.48 lakh crore, down 3.2% from ₹1.53 lakh crore

Net Profit: ₹19,038.7 crore, up 38% from ₹13,781.6 crore

Solvency Ratio: 2.11% vs 1.98%

Annual Premium Equivalent (APE): ₹18,853 crore, down 11% from ₹21,180 crore

Company Earnings (Consolidat…[Read more]