Analysis of the June 6, 2025 RBI policy, its impacts, and implications:

>> What RBI Announced
The Monetary Policy Committee (MPC) slashed the repo rate by 50 basis points to 5.50%—a third consecutive cut this year and the steepest since March 2020.

Cash Reserve Ratio (CRR) was trimmed by 100 bps to 3%, releasing around ₹2.5 lakh cr liquidity i…[Read more]

Greetings!

Thank you for joining RIR Power Electronics Limited’s Earnings Conference Call held on May 30, 2025, to discuss the company’s financial and operational performance for the fourth quarter and full year ended March 31, 2025.

We deeply appreciate your time, insightful questions, and continued interest in RIR Power’s journey as India…[Read more]

Company actions, fund house views, and economic outlook for June 5, 2025:

>> Energy, Utilities & Power
Tata Power: MS maintains Overweight, TP ₹449 (Positive)

JSW Energy: Ex-Date tomorrow, Dividend ₹2/sh (Neutral)

Vedanta: Renewable energy capacity increased to 1.03 GW; targets 2.5 GW by 2030 (Neutral)

Torrent Power: Ex-Date tomorrow, Div…[Read more]

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]