Mazagon Dock Q4 Results: Cons PAT falls 51% YoY to Rs 325 crore; Rs 2.71 per share dividend announced
Mazagon Dock Shipbuilders reported a 51% year-on-year decline in its Q4FY25 consolidated net profit at Rs 325 crore versus Rs 663 crore posted in the year ago period.
Sebi tightens derivatives rules to protect investors and improve market discipline
Capital markets regulator Sebi has introduced a comprehensive set of reforms to strengthen risk monitoring and make the equity derivatives market safer and more transparent for investors.
Adani Power shares may rally 18%, positioned as a pure play in India’s thermal power space: InCred Equities
InCred Equities has initiated coverage on Adani Power with an ‘add’ rating and a target price of Rs 649, citing a potential 17.8% upside. The brokerage highlights APL’s strong thermal power presence, stable PPAs, brownfield expansion plans, and deleveraging efforts. With capacity set to rise to 30.67 GW by FY30F, APL is well-positioned for growth.
What’s there in store for metal stocks? Amnish Aggarwal explains
Amnish Aggarwal of Prabhudas Lilladher notes that metal stocks have rallied due to raw material price benefits, not volume growth. While safeguard duties offer price support, future returns may be moderate. MNC stake dilutions in Indian ventures are driven by valuation differences and commitment levels, with reductions below 51% potentially signaling reduced interest.
Infosys shares up 2% as dividend deadline looms: Last chance today to buy stock for Rs 22 per share payout
Infosys shares experienced a surge, climbing 2.3% to Rs 1,609, as investors rushed to secure the stock before it went ex-dividend. The final dividend of Rs 22 per share has a record date of May 30, making May 29 the last day to buy shares to qualify. The total dividend for FY25 will be Rs […]
Global sentiment shift reflects depth of tariff war fatigue: Seth R Freeman
Seth R Freeman from GlassRatner Advisory suggests that long-dated bond yields might slightly decline, offering temporary relief amidst ongoing uncertainty. The US court’s tariff setback, now heading to appeals, injects volatility into business planning and global markets. Freeman emphasizes the global positive sentiment’s significance, cautioning investors to closely monitor its impact on logistics, imports, and […]
IRCTC shares surge 3% after Q4 profit jumps 26% YoY to Rs 358 crore
IRCTC’s shares experienced a 3% surge following the announcement of a 26% YoY increase in consolidated net profit for Q4FY25, reaching Rs 358 crore. Revenue from operations also saw a 10% rise to Rs 1,269 crore. While the average target price suggests a potential upside, the consensus rating remains at ‘Hold’.
Anand Tandon on how to play insurance and power generation themes now
Independent Analyst Anand Tandon views insurance as a core area for long-term growth. He notes India is no longer underinsured in policy numbers, but policy values have potential. He suggests separating insurance from investment, favoring protection-focused policies. Tandon sees growth opportunities in life insurance and LIC’s shift to non-participating policies.
ETMarkets PMS Talk: PIPE and Value strategies delivered 30–37% CAGR over 5 years – Anand Shah reveals growth drivers
Anand Shah of ICICI Prudential AMC discusses their successful PIPE and Value strategies, which have achieved impressive CAGR over the last five years. He highlights the importance of bottom-up stock selection, valuation discipline, and a long-term perspective for wealth creation. Shah remains bullish on Indian equities, emphasizing the potential in capex-linked sectors despite market volatility.
Unified Data-Tech IPO set for debut today: Strong demand, solid GMP signal upbeat listing
Unified Data-Tech Solutions is set to debut on the BSE SME platform after its IPO saw an overwhelming subscription of 91.12 times. The Rs 144.47 crore public issue, priced at Rs 273 per share, witnessed strong interest across all investor categories. Market sentiment is optimistic, with a grey market premium suggesting a potential listing gain […]