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]