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GPT Infraprojects Wins ₹13 Crore Bangladesh Rail Contract!
Market News - May 17, 2025

On the Fast Track: Railway Stocks Steam Ahead Up to 14%

On the Fast Track: Railway Stocks Steam Ahead Up to 14%

Indian railway stocks witnessed a robust rally on May 16, 2025, with companies like Titagarh Rail Systems, Rail Vikas Nigam Ltd (RVNL), Indian Railway Finance Corporation (IRFC), and IRCTC recording strong gains. The bullish sentiment was driven by a combination of positive government policy actions, improved order flows, and strong investor interest in public sector undertakings (PSUs) linked to infrastructure development.

Rail Stocks Rally, Led by Strong Gains in Titagarh Rail and RVNL

Titagarh Rail Systems Ltd emerged as one of the top gainers, with its stock soaring by 14% during intraday trading. Rail Vikas Nigam Ltd also performed impressively, posting gains of around 10%. Other major players in the railway segment, including IRFC and IRCTC, saw their share prices rise by over 6% and 4% respectively. The rally across these counters highlights renewed investor enthusiasm for railway-focused companies amid rising hopes of sustained infrastructure investment.

This uptick aligns with the government’s aggressive capital expenditure push in the railway sector, which has played a key role in boosting investor confidence. The market appears to be rewarding companies that are directly or indirectly involved in supporting the modernization and expansion of India’s rail network.

Government Policies Fuel Market Optimism

The recent surge in railway stocks is not without cause. Analysts point to several recent developments, including the government’s continued emphasis on infrastructure-led growth and massive capital allocations for the Indian Railways in the Union Budget. These measures have sparked optimism among market participants, who believe that railway companies are poised for significant growth in the years ahead.

One such development was the approval granted to IRFC to raise ₹10,000 crore via deep-discount bonds—an innovative financing method that expands the PSU’s funding arsenal. This move is seen as an indicator of the government’s trust in the company’s financial strength and its importance to the railway ecosystem.

Rising Order Book and Project Execution

Several railway firms, particularly Titagarh Rail and RVNL, have secured sizable orders in recent months. Titagarh has bagged multiple contracts for manufacturing train coaches and freight wagons, while RVNL continues to receive infrastructure development orders from various state and central agencies. The steady inflow of new projects has strengthened the fundamentals of these companies, further boosting investor sentiment.

Additionally, these companies are executing projects efficiently, which has translated into strong quarterly results and visible progress on the ground. Their ability to meet timelines and deliver on large-scale assignments has elevated them as preferred choices in the railway and infrastructure investment space.

Technical Breakouts and High Volumes

The railway stock rally was also driven by technical indicators, with several of these stocks breaking out of their resistance zones. Analysts highlighted that shares of RVNL, Titagarh, and IRFC traded above their 20-day and 50-day moving averages, signaling strong upward momentum. Trading volumes also surged sharply, indicating widespread participation and confidence in the ongoing rally.

Retail investors, in particular, have shown increasing interest in PSU stocks, viewing them as stable long-term bets amid broader market volatility. With railway stocks offering both growth potential and policy support, they have become key targets for short-term traders and long-term investors alike.

IRCTC and the Tourism Angle

While infrastructure-focused firms led the charge, IRCTC—the ticketing and catering arm of Indian Railways—also saw healthy gains. As India’s travel and tourism sector picks up pace post-pandemic, IRCTC is benefiting from increased train bookings and service revenues. The company’s digital ticketing monopoly and its expanding portfolio of hospitality services make it a unique play in the railway segment.

IRCTC’s consistent profitability and strong margins continue to attract investor attention. With plans to diversify into new travel and tourism-related verticals, the company is well-positioned to leverage the economic recovery and increased mobility across the country.

Conclusion

The broad-based rally in railway stocks on May 16 highlights a shift in investor preference toward infrastructure-led themes, particularly those aligned with government priorities. Backed by policy support, strong order books, financial innovation, and execution strength, companies like Titagarh Rail, RVNL, IRFC, and IRCTC are gaining traction among both institutional and retail investors.

As India moves forward with its ambitious railway modernization and infrastructure development plans, the outlook for these firms remains bright. Their ability to capitalize on growth opportunities, backed by solid fundamentals and strategic importance, makes them compelling investment options in the evolving market landscape.

 

 

 

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EUR/USD Drifts Lower Amid Bearish Pressure: Technical and Fundamental Drivers

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EUR/USD Drifts Lower Amid Bearish Pressure: Technical and Fundamental Drivers
Currency - May 17, 2025

EUR/USD Drifts Lower Amid Bearish Pressure: Technical and Fundamental Drivers

EUR/USD Drifts Lower Amid Bearish Pressure: Technical and Fundamental Drivers

 

The euro-dollar pair faces renewed selling as inflation data, technical signals, and global sentiment weigh on price action. Analysts debate whether the downtrend will persist or if a rebound is on the horizon.

Recent Price Action: Bears Take Control

The EUR/USD pair has been under steady pressure, drifting lower to the 1.1100 region with minor losses through the latest trading sessions. The move marks a retreat from recent highs around 1.1200, with the euro hitting three-day lows near 1.1130 as sellers exploited a fragile technical landscape. Despite a softer University of Michigan consumer sentiment reading, the US dollar found support from rising inflation expectations, further weighing on the euro.

Key Drivers Behind the Decline

Mixed Economic Data
• US Inflation Expectations:
The University of Michigan’s inflation forecast jumped from 6.5% to a projected 7.7%, raising the prospect of more persistent price pressures in the US. This has lent support to the dollar, as markets anticipate that the Federal Reserve may keep policy tighter for longer.
• Eurozone Trade Balance:
The eurozone’s trade surplus is forecast to shrink from €24 billion to €17.5 billion, a development that could dampen euro demand and add to the pair’s bearish tone.
• US Macro Releases:
Recent US data showed softer producer price inflation and flat retail sales, but jobless claims remained steady, keeping the dollar on relatively firm footing.

Technical Breakdown

• Support and Resistance Levels:
The pair broke below the 1.1170 Fibonacci 50% retracement, exposing further downside to 1.1080 and potentially the 1.1000 psychological level. On the upside, resistance is seen at 1.1260-1.1270 (200-period SMA), 1.1290-1.1300 (100-period SMA), and 1.1380.
• Chart Patterns:
Technical analysis points to a bearish outlook for 2025, with the pair breaking below key moving averages and struggling to regain upward momentum. The RSI hovers near 50, indicating a lack of clear direction but with a bearish tilt.

Analyst Outlook: Is a Rebound Possible?

Despite the current bearish momentum, some analysts see potential for a rebound if economic data surprises or if the dollar weakens. For example, a spike in US inflation could paradoxically drive EUR/USD higher if it leads to concerns about US growth or policy missteps. Others note that the pair remains within a broad trading range, with a possible rebound toward 1.1320 if support holds and risk sentiment improves.
Longer-term forecasts remain mixed. While some project a return to parity if bearish pressure persists, others expect the pair to oscillate in a wide range between 1.0960 and 1.1790 through 2025, with periods of both strength and weakness for the euro.

Pivot Points and Trading Levels

The current support and resistance levels for the asset indicate key price zones traders are watching closely. The third level of support (S3) is positioned at 1.1040, while the corresponding resistance (R3) lies at 1.1283. The second support level (S2) stands at 1.1086, with resistance (R2) at 1.1255. Moving closer to the current market range, the first support level (S1) is at 1.1115, and the immediate resistance (R1) is at 1.1220. The pivot point, which often acts as a balance marker between bullish and bearish momentum, is calculated at 1.1161. These levels serve as critical indicators for potential price reversals or breakouts in the trading session.
These pivot points and support/resistance levels are closely watched by traders for potential reversal or breakout opportunities.

What to Watch Next

• US Economic Data:
Key releases including housing starts, building permits, and updated consumer sentiment will shape the dollar’s direction.
• Eurozone Developments:
Political uncertainty in Germany and France, as well as trade and inflation data, could influence the euro’s trajectory.
• Technical Triggers:
A sustained break below 1.1030 could open the door to further declines toward 1.0875-1.0895, while a move above 1.1290 would suggest a bullish reversal is underway.

Conclusion

EUR/USD remains under bearish pressure as technical and fundamental factors align against the pair. While the outlook for the coming weeks is cautious, volatility is likely as traders respond to new economic data and shifting global sentiment. Both bulls and bears should remain vigilant, as the pair’s next decisive move may hinge on upcoming macroeconomic surprises and evolving market dynamics.

 

 

 

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Eureka Forbes Springs a Surprise, Stock Soars 10%

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Eureka Forbes Springs a Surprise, Stock Soars 10%
Result Updates - May 17, 2025

Eureka Forbes Springs a Surprise, Stock Soars 10%

Eureka Forbes Springs a Surprise, Stock Soars 10%

Backed by Goldman Sachs, Eureka Forbes impresses with consistent double-digit profit growth, sending investor sentiment soaring.

Summary

Eureka Forbes’ shares surged 10% following an exceptional fourth-quarter earnings report. The company posted a 131.47% year-on-year (YoY) growth in net profit for Q4 FY25 and an 11.32% rise in full-year revenue, marking its sixth consecutive quarter of double-digit profit growth. Backed by Goldman Sachs, the strong financials and growth consistency have reaffirmed investor confidence.

Eureka Forbes Q4 FY25 Performance Boosts Investor Confidence

In a significant market development, Eureka Forbes Ltd., a Goldman Sachs-backed company, delivered an exceptional Q4 FY25 performance, resulting in a 10% surge in its share price. The standout figure: a whopping 131.47% YoY increase in net profit, which has drawn praise from investors and analysts alike.
The company’s financial trajectory reflects a steady and disciplined expansion strategy, operational excellence, and strategic capital deployment. Eureka Forbes’ substantial Q4 and FY25 numbers have cemented its reputation as one of the more resilient and consistent performers in the consumer appliances segment.

Strong Revenue Traction and Healthy Margins
Revenue Performance*:

– Revenue for FY25: ₹2,436.91 crore (an increase of 11.32% compared to the previous year)
– Revenue for Q4 FY25 was ₹612.65 crore, reflecting an increase of 10.67% compared to last year and a growth of 2.49% from the previous quarter.
– Revenue for Q4 FY24: ₹553.56 crore
– Revenue for Q3 FY25: ₹597.74 crore

Revenue growth reflects a widespread recovery in demand, especially in the consumer durables and water purification markets, where Eureka Forbes has established a strong brand reputation. This impressive performance, especially in light of inflationary pressures and global supply chain challenges, demonstrates the company’s operational efficiency.

Profit Explosion:
In FY25, the net profit reached ₹164.41 crore, indicating a significant increase of 71.94% from ₹95.64 crore in FY24.

For Q4 FY25, the Net Profit stands at ₹49.48 crore, representing a YoY rise of 131.47% and a QoQ increase of 41.24%.

In comparison, Q4 FY24’s Net Profit was ₹21.38 crore, while Q3 FY25 reported a Net Profit of ₹35.03 crore.

The company has achieved six consecutive quarters of double-digit net profit growth, a notable accomplishment in such a fluctuating market. This consistency is attributed to effective cost management, better realization per unit, and strong sales execution.

Goldman Sachs’ Investment: A Vote of Confidence

The presence of Goldman Sachs as a strategic investor in Eureka Forbes has been a game-changer. Apart from providing capital infusion, the investment has been seen as a stamp of credibility and governance upliftment.
Analysts believe such institutional support has enabled Eureka Forbes to scale up its product R&D, diversify its supply chain, and enter untapped Tier-II and Tier-III markets. After the earnings announcement, the Goldman-backed narrative has re-energized long-term investors looking for high-growth mid-cap opportunities.

Strategic Focus: Innovation, Distribution, and Expansion

Eureka Forbes remains committed to the following:

Innovation: Enhancing its product offerings in water purification, air purification, and vacuum cleaning.

Channel Expansion: Increasing its presence through e-commerce and offline distribution throughout India.

Customer Retention: A robust service network and annual maintenance contracts foster repeat business.

Operational Excellence: Improvements in manufacturing and logistics have contributed to margin expansion.

The company’s digital transformation efforts—including mobile app-based services and smart IoT-enabled appliances—are positioning the brand for continued leadership in the home appliance sector.

Market Response: Stock Rally and Increased Volumes

After the earnings announcement, Eureka Forbes’ shares surged by 10% on the NSE. Volumes on the BSE and NSE spiked significantly—over 4x the average daily trade—signaling renewed retail and institutional interest.
The stock also touched a 52-week high in intraday trading, breaching key technical resistance levels. Traders noted bullish patterns, with strong momentum supported by rising relative strength index (RSI) readings.

Analysts React: Buy Calls and Upgraded Targets

Equity research firms are optimistic about the stock:

– Axis Securities mentions that “Eureka Forbes is regarded as a long-term growth opportunity because of its steady profit increases and the strategic backing of Goldman Sachs.”
– ICICI Direct suggests that “the stock is poised for a re-rating due to its strong earnings outlook and improved margins.”
– Motilal Oswal maintains a BUY rating, increasing their EBITDA and EPS forecasts for FY26.

The average consensus target price has been raised by 12-15% following the results.

Risks and Watchpoints

Although the performance has been excellent, several vital risks should be kept in check:
– Raw Material Volatility: The costs of plastics, semiconductors, and components could impact profit margins.
– Exchange Rate Fluctuations: The reliance on imports for specific inputs means that foreign exchange risks remain.
– Competitive Pricing: Intense pricing strategies from new entrants and startups in the direct-to-consumer market may challenge growth.

Nevertheless, the company’s adaptability and varied sourcing strategies offer a solid framework for managing these risks.

Future Outlook: More to Come in FY26?

Eureka Forbes is expected to continue its growth path by implementing various strategies, including:
– Introducing products in the IoT-enabled smart appliance category
– Expanding its footprint in rural and semi-urban regions.
– Improving after-sales service infrastructure
– Enhancing brand interaction through digital marketing initiatives.
According to management, ongoing capital expenditures will facilitate capacity expansion and innovation while keeping its balance sheet lean.

Conclusion: A Turnaround Story with Long-Term Potential

The Q4 FY25 earnings represent a crucial turning point for Eureka Forbes as it evolves from a traditional brand into a dynamic, innovation-focused enterprise. With the support of Goldman Sachs, the company gains institutional confidence, and its steady profit growth, along with its market leadership, enhances its appeal to investors.
Eureka Forbes has the potential to become the next success story in the mid-cap sector for those looking for growth, trustworthiness, and momentum within the industry.

 

 

 

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Hyundai Hits a Bump: Q4 Profits Dip Despite Revenue Rise

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Hyundai India Rides High: Strategic Stockpiling Shields Against Rare Earth Crunch
Result Updates - May 17, 2025

Hyundai Hits a Bump: Q4 Profits Dip Despite Revenue Rise

Hyundai Hits a Bump: Q4 Profits Dip Despite Revenue Rise

 

Hyundai Motor India reports a Q4 profit of ₹1,614.3 crore, down 3.7% year over year; revenue slightly increases and dividends Declared

In its financial results for the fourth quarter of FY2024–2025, Hyundai Motor India Limited (HMIL), the country’s second-largest passenger vehicle manufacturer, reported a 3.7% YoY decline in net profit to ₹1,614.3 crore.
Despite a dip in profitability, the company registered a revenue increase of 1.5% YoY, reaching ₹20,046.7 crore, and also announced a dividend for its shareholders.
The quarter’s results reflect mixed signals, with a combination of rising costs and evolving market dynamics pressuring margins, even as consumer demand remains steady in key product segments like SUVs and hatchbacks.

Moderate Profit Decline Due to Input Cost Pressure

The decrease in net profit is primarily attributed to higher input and operational costs. Global raw material prices, logistical challenges, and semiconductor supply disruptions have contributed to narrowing margins across the auto sector. Hyundai’s cost of goods sold increased slightly compared to the same quarter last year, affecting net earnings despite healthy vehicle sales.
A company official noted, “The quarter posed challenges in terms of cost volatility, yet we maintained strong sales momentum. We are still on pace with our investments in technology and future transportation.

Revenue Growth Driven by Consistent Demand

Hyundai’s revenue growth of 1.5% YoY was supported by robust performance in the domestic market, led by popular models like Creta, Venue, i20, and the newly launched Exter. The company benefited from strong traction in the SUV segment, which continues to be the largest contributor to revenue.
The brand has maintained its appeal across urban and semi-urban markets, with product refreshes and increased feature offerings contributing to customer retention and new acquisitions.

Dividend Declared Amid Stable Financial Position

Despite the marginal dip in quarterly profit, HMIL declared a dividend for the period, signaling confidence in its long-term growth trajectory. The dividend payout is aligned with the company’s ongoing focus on shareholder value creation and maintaining a strong balance sheet.
The exact dividend figure is yet to be disclosed in official filings, but the move reflects financial resilience and Hyundai’s ability to sustain investor returns even in a moderately challenging quarter.

Electric Mobility and Long-Term Investments

In India, Hyundai has renewed its dedication to electric cars. In addition to producing the Kona Electric, the business has announced intentions to launch further EVs in the upcoming years. Additionally, it has pledged to invest more than ₹20,000 crore in Tamil Nadu over the course of the next ten years to construct infrastructure for electric vehicles, such as battery assembly plants and R&D facilities tailored to EVs.
These efforts indicate Hyundai’s broader strategy to align with India’s transition toward sustainable and cleaner mobility solutions.

Quarterly Performance Highlights:

• Domestic Sales: Maintained strong sales volume, particularly in the SUV and compact segment.
• Exports: Continued to show resilience, with solid demand from Latin American and African markets.
• New Launches: The Exter micro-SUV received positive consumer feedback and contributed to Q4 numbers.
• EV Strategy: Continued investment in electric and hybrid technology, including supply chain localization.

Challenges and Opportunities Ahead

The Indian automobile sector is in a period of transformation, influenced by regulatory changes, emission norms, and a consumer shift towards electric vehicles. The Q4 results, while not exceptionally strong, suggest that Hyundai is managing these transitions with a steady hand.
Industry analysts believe the temporary dip in profits is not alarming and view Hyundai’s strong product pipeline, EV vision, and continued capex plans as indicators of robust fundamentals.
As inflation stabilizes and supply chain constraints ease, HMIL is expected to regain margin traction, especially with the introduction of new energy-efficient models in the next fiscal year.

Conclusion

Despite cost concerns, Hyundai Motor India’s Q4 FY25 result demonstrates a robust business. The modest profit drop is offset by revenue growth, a sustained focus on product quality, and long-term investment in electric mobility. With a dividend declared and strong consumer interest in its offerings, the company remains well-positioned for sustainable growth in India’s competitive automotive landscape.

 

 

 

 

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Paras Defence Stock Rallies 74% in a Month, Driven by Drone Deal

 

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NATO Eases Defence Spending Demand Following Spain's Objection to 5% GDP Commitment
Market News - May 17, 2025

Paras Defence Stock Rallies 74% in a Month, Driven by Drone Deal

Paras Defence Stock Rallies 74% in a Month, Driven by Drone Deal

 

Paras Defence reaches new peaks following global drone tie-up and growing investor enthusiasm driven by India’s dynamic defense sector reforms.

Unprecedented Stock Rally Captures Market Attention

Paras Defence and Space Technologies Ltd. has grabbed the spotlight in recent weeks with its stock witnessing a staggering 74.10% surge over just one month. On May 16, 2025, the company’s shares soared to an all-time high of ₹1,816.80 on the Bombay Stock Exchange (BSE), marking one of the most notable rallies in India’s defense sector in recent times.

This impressive performance is not merely speculative. It reflects heightened investor confidence in the company’s strategic roadmap, including recent global collaborations and the promising outlook for India’s domestic defense industry. The sharp upward movement also underscores the broader momentum building within the defense segment, fueled by both government policy and global geopolitical shifts.

Collaboration with HevenDrones: A Turning Point

A pivotal development fueling the stock’s rally was the recent signing of a Memorandum of Understanding (MoU) between Paras Defence and Israel-based HevenDrones on May 5, 2025. This partnership aims to jointly explore business opportunities in both defense and civilian drone applications, an area poised for rapid expansion globally.

HevenDrones, known for its next-gen unmanned aerial vehicle (UAV) technologies, brings advanced capabilities that complement Paras Defence’s core strengths in systems integration and manufacturing. Through this alliance, Paras Defence is expected to bolster its UAV portfolio, enhance R&D capabilities, and potentially tap into new export markets. This signals the company’s evolution from a traditional defense manufacturer into a tech-driven, innovation-led player in a globally competitive landscape.

Market Analysts Weigh In on Stock Outlook

The stock’s meteoric rise has sparked considerable analysis from market experts. Ravi Singh, Senior Vice President of Retail Research at Religare Broking, maintains a positive outlook and sees short-term upside potential up to ₹1,850. However, he advises investors to maintain a stop-loss near ₹1,750 to manage volatility.

Similarly, Osho Krishan, Senior Analyst at Angel One, acknowledges that the stock has entered technically overbought territory. He recommends a balanced strategy that protects profits by setting dynamic stop-loss levels, allowing investors to stay positioned amid ongoing market strength. Overall, analyst sentiment leans toward continued strength, albeit with caution given the recent rapid price appreciation.

Policy Tailwinds Strengthening the Defense Sector

The Indian defense sector is currently experiencing a renaissance, buoyed by the government’s persistent push for self-reliance in defense manufacturing under the ‘Aatmanirbhar Bharat’ initiative. Prime Minister Narendra Modi recently reiterated the importance of homegrown defense capabilities, further energizing interest in companies that align with this national agenda.

India’s core strategic directional focus gains tangible expression via ventures like Operation Sindoor, a meticulously structured initiative aimed at augmenting the combat-effectiveness of its defense forces. For Paras Defence, this evolving ecosystem offers a fertile environment to scale up its capabilities and play a more central role in India’s defense modernization plans.

A Legacy of Engineering Excellence

Established in 1972, Paras Defence and Space Technologies has spent decades carving out a prominent role in supporting India’s defense and space sectors. The company specializes in high-precision engineering and delivers products across a wide spectrum, including defense and space optics, heavy engineering, defense electronics, electromagnetic pulse (EMP) protection, and cutting-edge niche technologies.

Its comprehensive product line supports multiple defense platforms—ranging from radar systems and avionics to optical payloads and electronic warfare modules. Paras Defence’s ability to serve both strategic sectors—defense and space—sets it apart as a dual-domain player capable of responding to complex technological needs.

As of the end of March 2025, company promoters retained a 57.05% equity stake, a sign of strong internal confidence in the firm’s future trajectory. Institutional interest is also rising, with several domestic and foreign funds reportedly increasing their exposure in recent months.

Expanding Global Footprint Through Innovation

Beyond domestic contracts, Paras Defence is gradually extending its reach to international markets through strategic alliances like the one with HevenDrones. These partnerships offer access to advanced technologies and global distribution networks, allowing the company to diversify revenue streams while reducing dependency on state-led contracts.

The move into the fast-evolving drone segment also positions Paras Defence to benefit from broader technology convergence across aerospace, AI, and robotics. These innovations are increasingly defining modern warfare and surveillance techniques, opening up multi-billion-dollar opportunities in both military and civilian spheres.

Conclusion: A Promising Yet Watchful Future

Paras Defence’s recent stock performance reflects growing market enthusiasm for its strategic initiatives and the long-term potential of India’s defense industry. The HevenDrones partnership adds a futuristic edge to its capabilities, especially in the rapidly expanding UAV market. Combined with favorable government policy and a strong historical foundation, the company appears well-positioned for sustained momentum.

Notwithstanding the prevailing market conditions, individuals allocating capital ought to exercise a measured circumspection in their investment endeavors. The swift escalation in stock value carries the potential for near-term pullbacks and market volatility. As such, strategic positioning, backed by sound research and risk management, will be crucial for those seeking to capitalize on the company’s growth trajectory.

 

 

 

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Delhivery’s Stellar Quarter: Profit Surges 190% Sequentiall

 

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Delhivery Q2 FY26 — Revenue Up 17% Yet Back in the Red
Result Updates - May 17, 2025

Delhivery’s Stellar Quarter: Profit Surges 190% Sequential

Delhivery’s Stellar Quarter: Profit Surges 190% Sequential

 

Robust demand, operational efficiencies, and network strength drive growth

Delhivery Ltd., India’s leading logistics and supply chain solutions provider, has delivered an outstanding performance for the fourth quarter of FY25. The company reported a massive 190% quarter-on-quarter (QoQ) jump in net profit , reaching ₹72.6 crore, compared to ₹25 crore in the previous quarter. This marks a strong turnaround for the company that had faced headwinds in earlier quarters, particularly due to macroeconomic pressures and seasonal fluctuations.

The company’s financial performance during Q4 is a testament to its improving operational efficiency, strategic focus on profitable growth, and an uptick in demand across core business segments including express parcel services, part-truckload (PTL), and third-party logistics (3PL) warehousing.

Revenue and Margins Witness Robust Growth

This growth was fueled by an expansion in service offerings and increasing market demand from e-commerce and enterprise clients alike. Compared to the previous quarter, revenue showed a mild uptick of around 5%, which when combined with aggressive cost control, contributed to the sharp rise in profitability.

What stood out in this quarter’s performance was the significant improvement in EBITDA margins , which expanded to 6.1% versus 3.4% in Q3. The company attributed this to better yield management, automation-led efficiency gains, and tighter control over fixed overheads. Additionally, network optimization and reduced capacity under-utilization helped in reducing variable costs per shipment.

Segment Performance: Express and PTL Lead the Way

Delhivery’s express parcel services segment continued to be its largest revenue contributor, benefiting from e-commerce tailwinds and improved service levels. Shipment volumes rose by 9% sequentially, and the average revenue per shipment also witnessed moderate growth due to better product mix and premium services adoption.

The PTL freight business also saw robust traction, with volumes increasing 14% QoQ, driven by higher demand from small and medium enterprises (SMEs) and MSMEs, particularly from tier-2 and tier-3 cities. The company noted that its Spot platform — which connects shippers with real-time capacity — played a vital role in scaling this segment efficiently.

Delhivery’s supply chain services and warehousing verticals also witnessed expansion , as customers increasingly opted for integrated logistics solutions. While still a relatively smaller portion of the overall revenue pie, this segment is gaining strategic importance due to higher margins and sticky client relationships.

Strategic Initiatives and Technology Investments

Delhivery continued to invest in cutting-edge automation and AI-driven logistics platforms, which played a pivotal role in streamlining operations. During the quarter, the company enhanced its pan-India network coverage by operationalizing new hubs and strengthening connectivity in underpenetrated geographies.

In addition, the management revealed a **renewed focus on improving working capital efficiency, which helped reduce outstanding receivables and improve cash flows. Inventory turns improved in line with warehouse digitization and predictive demand tools, further reinforcing operational resilience.

The company has also deepened its partnerships with major e-commerce players, D2C brands, and industrial clients to offer customized logistics solutions, thereby driving cross-selling and upselling opportunities.

Management Commentary and Future Outlook

Commenting on the Q4 performance, CEO Sahil Barua stated, Our focus on execution, network efficiency, and product innovation has resulted in a resilient quarter. We are encouraged by the broad-based improvement across business segments and believe this momentum will carry into FY26.

The management guided for double-digit revenue growth in FY26,backed by improving demand, new client wins, and ongoing investments in capacity and technology. It also hinted at the possibility of select acquisitions to enhance last-mile capabilities and international freight forwarding reach.

Delhivery also reaffirmed its goal of sustainable EBITDA-level profitability, indicating that the worst of its margin compression phase may be behind it. Analysts tracking the logistics space view Delhivery as a structurally sound play in India’s growing digital commerce infrastructure.

Market Reaction and Analyst Takeaways

Following the strong results, Delhivery’s shares surged over 6% in intraday trade, reflecting investor confidence in the company’s turnaround story. Several brokerages have revised their target prices upwards, citing strong volume growth, operating leverage, and the company’s expanding market share in organized logistics.

The stock, which had faced pressure in previous quarters due to high fixed costs and muted demand, is now being seen as a key beneficiary of India’s logistics sector formalization and increasing digital penetration in supply chains.

Summary

Delhivery recorded a significant 190% rise in its net profit for Q4 FY25, reaching ₹72.6 crore, fueled by enhanced operational efficiency and strong demand across its logistics services. Revenue grew to ₹2,076 crore, supported by better cost management and increased shipment volumes in its express and part-truckload (PTL) businesses. Margin expansion and strategic investments in automation further strengthened the company’s performance. With optimistic management guidance and improving sector dynamics, Delhivery is well-positioned for steady growth in the coming fiscal year.

 

 

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Investor Wealth Jumps ₹26.48 Lakh Crore as Markets Hit Historic Weekly High

 

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Avenue Supermarts Shares Jump 4% as New Store Openings Boost Growth Prospects
Market News - May 17, 2025

Investor Wealth Jumps ₹26.48 Lakh Crore as Markets Hit Historic Weekly High

Investor Wealth Jumps ₹26.48 Lakh Crore as Markets Hit Historic Weekly High

 

A record-breaking rally in Indian equities sees Sensex and Nifty surge over 3%, with midcap and small cap indices outperforming and investor wealth swelling by an unprecedented Rs 26.48 lakh crore in just one week.

A Week to Remember: Record Gains for Investors

The week ending May 16, 2025, will remain unforgettable for Indian investors. The BSE Sensex jumped 2,876 points (3.62%) to close at 82,330.59, while the NSE Nifty rose 1,012 points (4.21%), surpassing the 25,000 mark to settle at 25,019.80—marking their best weekly performance in a month.
The total market capitalization of BSE-listed companies soared to Rs 443.66 lakh crore, reflecting a staggering Rs 26.48 lakh crore increase in investor wealth.
Broader markets were the real stars. The BSE Midcap index rose 6.87%, achieving its best weekly growth in two months, while the BSE Smallcap index jumped 9.21%, marking its largest weekly increase in five years.
Both indices logged gains in all five trading sessions, highlighting the broad-based nature of the rally.

Key Drivers Behind the Rally

1. Easing Geopolitical Tensions
A major catalyst for the rally was the ceasefire announcement between India and Pakistan, which significantly improved investor sentiment and reduced risk aversion. The relief over border tensions prompted a surge in buying across sectors.
2. Trade Optimism and Global Cues
Progress in trade negotiations, especially between the US and China, and positive signals from the US-India trade front further lifted market mood. Comments from US President Donald Trump about eliminating tariffs on US goods in India fueled optimism about enhanced bilateral trade.
3. Robust Institutional Inflows
Both foreign portfolio investors (FPIs) and domestic institutional investors (DIIs) remained net buyers during the week, injecting ₹13,284 crore and ₹9,557 crore respectively. On Friday alone, FPIs pumped in $1 billion (₹8,831 crore), while DIIs contributed ₹5,187 crore, highlighting strong confidence in India’s growth prospects.
4. Positive Macroeconomic Environment
India’s consumer inflation rate dropped to 3.2% in April 2025, primarily driven by a decline in food prices.
Anticipation of additional RBI rate reductions, sustained low crude oil prices, and predictions of a favorable monsoon contributed to optimistic market sentiment. The Indian rupee closed the week slightly stronger against the US dollar, signaling steady conditions in the forex market.

Sectoral and Stock Performance

All major sectoral indices finished the week in positive territory, with several posting gains of over 5%.
Defense stocks led the rally, soaring 17% as investors responded to the government’s focus on indigenization and advanced military capabilities. The realty and capital markets sectors also outperformed, rising 10.85% and 11.5% respectively.
Top-performing stocks included Bharat Electronics, Bajaj Auto, Adani Enterprises, Tata Consumer, and Eternal.
On the other hand, Bharti Airtel, JSW Steel, Infosys, SBI, and HCL Technologies underperformed. The market breadth was strong, with more than 2,500 stocks advancing on the BSE during a single trading session.

Broader Markets Steal the Show

While the Sensex and Nifty made headlines, the real action was in the midcap and smallcap segments. The Nifty Midcap 100 and Nifty Smallcap 100 indices surged 7.2% and 9.1%, respectively, outperforming the benchmarks by a wide margin. This reflects growing investor appetite for emerging companies and sectors poised to benefit from structural reforms and economic recovery.

Outlook: Can the Momentum Sustain?

The historic rally has raised questions about sustainability. While the market has priced in a slew of positives-geopolitical relief, trade optimism, strong inflows, and macro stability-analysts caution that profit booking and global uncertainties could trigger volatility. However, with aggregate Nifty-50 earnings growth at 7.5% year-on-year in Q4FY25 and expectations of further rate cuts, the medium-term outlook remains constructive2.

Conclusion
The ₹26.48 lakh crore surge in investor wealth over just one week represents a landmark achievement for the Indian stock market.
Driven by a confluence of positive domestic and global factors, the rally has broadened participation across sectors and market caps. As India continues to attract global capital and deliver on growth, investors will be watching for policy cues, earnings momentum, and global developments to guide the next phase of the market’s journey.

 

 

 

 

 

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Inox India Q4 Results: Net Profit Surges 49% on Strong Demand

 

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Inox India Secures ₹373 Crore in New Orders, Stock Gains Ground
Result Updates - May 17, 2025

Inox India Q4 Results: Net Profit Surges 49% on Strong Demand

Inox India Q4 Results: Net Profit Surges 49% on Strong Demand

Inox India Delivers 49% Jump in Q4 Net Profit as Global Demand, Innovation Drive Growth

Inox India Limited, a leader in the field of cryogenic equipment manufacturing, reported a significant rise in its financial performance for the fourth quarter of FY2024-25. The company posted a 49% year-on-year (YoY) increase in net profit, reflecting strong execution, a healthy order pipeline, and growing adoption of its products across sectors such as energy, industrial gases, LNG, and emerging hydrogen infrastructure.
The results affirm Inox India’s strategic focus on innovation and its ability to scale in line with global and domestic demand for sustainable and high-efficiency cryogenic solutions.

Profit Growth Bolstered by Execution and Export Momentum

During the March quarter, Inox India saw its net profit rise by 49% YoY. This growth was supported by improved operational performance, rising exports, and increased contribution from high-margin products. The company’s continued focus on value engineering and customer-centric project execution helped it manage costs while expanding revenue.
Management highlighted that strategic investments in technology and skill development were beginning to pay off. “Our performance reflects strong delivery across all verticals and a clear focus on enhancing efficiency,” said a senior executive from the firm.

Revenue Expansion Backed by Cryogenic Demand Boom

The company recorded steady revenue growth, powered by increasing global demand for cryogenic systems—particularly in LNG and green hydrogen sectors. Inox India benefited from strong export activity, supplying equipment to regions including the Middle East, Southeast Asia, and Europe.
The demand surge for clean energy storage, coupled with the global shift towards alternative fuels, has opened up new growth avenues for the company. Backed by decades of expertise, Inox India remains a preferred supplier for large-scale cryogenic storage and transport systems.

Operational Efficiency Enhances Profit Margins

One of the key drivers of the quarter’s performance was Inox India’s improved operational efficiency. The company streamlined production, optimized raw material sourcing, and implemented digital tools for better workflow management. As a result, margins expanded without compromising quality or delivery timelines.
Higher utilization at manufacturing facilities also played a role, alongside a product mix skewed towards customized, value-added solutions, which typically command better margins.

Innovation and Sustainability at the Core

Innovation continues to be a core part of Inox India’s strategy. During the quarter, the company made advancements in cryogenic insulation, safety systems, and materials science to support storage of new-age fuels like liquid hydrogen.
Inox India is also actively contributing to India’s green energy mission through the development of equipment for hydrogen fuel stations, cryogenic pipelines, and integrated storage terminals. The company’s R&D team is working on scalable, efficient, and environmentally friendly solutions to support decarbonization goals.

Robust Order Pipeline and Strong Outlook

The company’s order book remained strong during the fourth quarter, with confirmed projects from key clients in the energy, infrastructure, and industrial sectors. Both private enterprises and public sector units have shown growing interest in cryogenic solutions for future-ready applications.
Looking ahead, Inox India expects the green hydrogen, LNG, and industrial gas segments to remain major revenue contributors. With supportive government policies and global investments in clean energy, the company sees significant potential for continued expansion.

Expansion and Infrastructure Plans

To meet rising demand, Inox India has announced capacity enhancement plans across its facilities, particularly in Kalol and Kandla. These initiatives will help the company scale up operations and reduce lead times for international clients.
Additionally, the company is exploring new market verticals such as space research, biotech, and healthcare, where precision cryogenic equipment is increasingly vital.

Commitment to Shareholders and Corporate Governance

Despite a rapidly evolving business landscape, Inox India remains committed to maintaining high governance standards and ensuring value creation for its stakeholders. With healthy profitability and a solid balance sheet, the company is expected to maintain or enhance dividend distributions in the future.
Market experts have responded positively to the results, with analysts forecasting strong medium-term growth for the company due to its niche capabilities and increasing relevance in a decarbonizing world.

Conclusion

Inox India’s Q4 results underscore the company’s resilience, strategic clarity, and ability to deliver in a high-demand, evolving sector. A 49% profit surge reflects both market opportunity and internal efficiency, positioning the company as a crucial contributor to the global clean energy ecosystem.

 

 

 

 

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PB Fintech’s Q4 FY25 profit soars 185% on digital insurance growth.

 

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AI M&A Heatmap: What Meta’s Manus deal means for Big Tech investors
Result Updates - May 16, 2025

PB Fintech’s Q4 FY25 profit soars 185% on digital insurance growth.

PB Fintech’s Q4 FY25 profit soars 185% on digital insurance growth.

 

PB Fintech Limited, the parent company of leading online insurance platform Policybazaar and credit marketplace Paisabazaar, announced a remarkable financial performance for the quarter ended March 2025. The company reported a consolidated net profit of ₹171 crore for Q4 FY25, soaring by 185% compared to the same period last year, driven primarily by a surge in its digital insurance business.

Revenue Expansion Driven by Insurance Premium Growth

During the quarter, PB Fintech’s total revenue from operations climbed 38% year-on-year (YoY) to ₹1,508 crore. The digital insurance segment, anchored by Policybazaar, emerged as the key growth engine, generating ₹877 crore in revenue — a 31% increase from the previous year. The health insurance vertical experienced strong demand, contributing significantly to the overall premium inflows.
Insurance premiums sourced via the platform rose by 37% to ₹7,030 crore during the quarter, underscoring rising customer adoption of online insurance products across health and life segments. However, some softness was observed in the savings insurance vertical, impacted by changing consumer preferences.

Paisabazaar Maintains Strong Loan Disbursements Despite Revenue Pressure

In contrast to the insurance business, Paisabazaar, PB Fintech’s credit platform, saw a 21% decline in revenue during Q4 FY25. This decrease reflects tightening lending norms and a more cautious credit environment. Nevertheless, Paisabazaar continued to deliver strong loan disbursements, reaching ₹2,368 crore in the quarter, and ₹20,465 crore over the full fiscal year — representing a 38% year-on-year increase.
This indicates a steady demand for personal loans and other credit products, which could support future revenue recovery as market conditions stabilize.

Exceptional Full-Year Profit Jump Reflects Operational Efficiency

For the entire fiscal year FY25, PB Fintech posted an outstanding consolidated net profit of ₹353 crore, surging 448% compared to ₹64 crore in FY24. This dramatic improvement signals the company’s successful transition from aggressive growth investment towards sustainable profitability.
Annual revenue expanded 45% to ₹4,977 crore from ₹3,434 crore in the previous year. The combined revenues from Policybazaar and Paisabazaar reached ₹3,073 crore, while emerging verticals like PB Partners, PB UAE, and PB for Business contributed ₹1,904 crore — marking an impressive 79% growth.

Investor Sentiment and Market Reaction

Following the earnings announcement, PB Fintech’s shares witnessed a positive response, rising more than 4% in intraday trading on the Bombay Stock Exchange (BSE), with the stock reaching an intraday high of ₹1,854.70. Market analysts welcomed the results, emphasizing margin expansion and healthy growth prospects.
Jefferies retained a ‘Buy’ rating on PB Fintech, assigning a target price of ₹2,000, while Citi maintained a ‘Buy’ recommendation with a target of ₹2,150, both highlighting the company’s profitability trajectory and expanding digital insurance footprint.

Strategic Growth Initiatives

Looking ahead, PB Fintech plans to deepen its penetration into Tier-2 and Tier-3 cities, aiming to capture the growing demand for insurance and credit products among digitally savvy consumers in these regions. The company will continue to innovate its offerings and expand its distribution network to maintain market leadership.
Furthermore, PB Fintech intends to accelerate growth in its newer verticals — including PB Partners, which focuses on financial services for small businesses, and PB for Business, targeting corporate insurance solutions. The international arm, PB UAE, is also expected to contribute more significantly to revenue in the coming years.

Challenges and Outlook

Despite the strong financial performance, PB Fintech faces certain challenges such as evolving regulatory norms in the credit sector, which could impact Paisabazaar’s near-term revenue. Additionally, increasing competition from both traditional insurers and emerging fintech firms might pressure margins.
Macroeconomic uncertainties, including inflation and interest rate fluctuations, also pose risks to consumer spending on financial products. However, PB Fintech’s diversified portfolio, strong brand presence, and technology-driven approach provide a solid foundation to navigate these hurdles.

Conclusion

PB Fintech’s Q4 FY25 results highlight a significant profit surge alongside robust revenue growth, underscoring its leadership in India’s digital insurance and credit markets. While Paisabazaar’s revenue faced some pressure, the platform’s strong loan disbursal performance reflects ongoing customer demand.
Backed by a strong balance sheet and a clear strategic vision, PB Fintech is well-positioned to capitalize on expanding digital adoption and evolving financial needs in India’s growing economy.

 

 

 

 

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Welspun Enterprises Q4 FY25 Earnings: Net Profit Surges by 30%

 

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Welspun Enterprises Q4 FY25 Earnings: Net Profit Surges by 30%
Result Updates - May 16, 2025

Welspun Enterprises Q4 FY25 Earnings: Net Profit Surges by 30%

Welspun Enterprises Q4 FY25 Earnings: Net Profit Surges by 30%

 

Robust Revenue Growth, Margin Expansion, and a ₹3 Dividend Highlight a Strong Quarter for Infrastructure Major

Financial Performance: A Record-Setting Quarter

Welspun Enterprises, a key player in India’s infrastructure sector, reported consolidated net profit of ₹100.3 crore for the quarter ended March 2025, marking a 30% year-on-year increase. Certain reports estimated the profit increase to be as much as 36%, with net earnings climbing to ₹105.49 crore.
This robust profit growth was underpinned by a sharp rise in revenue, which climbed 24% to ₹1,021.5 crore, up from ₹823 crore in the same period last year.
During FY25, net profit climbed to ₹353.83 crore, compared to ₹319.40 crore in FY24, with total revenue rising to ₹3,792.59 crore from ₹3,063.31 crore the previous year.
This consistent growth highlights the company’s ability to execute projects efficiently and capitalize on opportunities in its core segments.

Operational Highlights: Margin Expansion and Segment Growth

Welspun Enterprises’ operating performance was equally impressive. EBITDA surged 35% year-over-year, reaching ₹152.62 crore, with operating margins increasing to 14.94% compared to 13.74% in the same quarter last year.
This margin expansion reflects the company’s focus on cost optimization and operational efficiency, even as it scales up its project portfolio.
The infrastructure major continues to concentrate on water, wastewater, and transport projects, which remain the backbone of its order book and revenue streams. The company’s ability to deliver on large-scale projects in these segments has been a key driver of its sustained growth.

Dividend Announcement: Rewarding Shareholders

For the fiscal year 2025, Welspun Enterprises’ board has put forward a proposal to distribute a final dividend of ₹3 on each equity share worth ₹10.
The record date for the dividend has been set as July 4, 2025, and the payout is subject to shareholder approval at the upcoming annual general meeting. This dividend reflects the company’s strong cash flows and commitment to rewarding shareholders.

Share Price and Market Reaction

Prior to the earnings release, shares of Welspun Enterprises edged up slightly to ₹493.50 on the BSE, reflecting a sense of guarded optimism among market participants.
The strong financial results and dividend declaration are expected to support positive sentiment, although market participants remain attentive to broader sector trends and the company’s future guidance.

Challenges: Rising Interest Costs and Sustainability Concerns

Despite the stellar topline and bottom-line growth, Welspun Enterprises faces some headwinds. Notably, finance costs rose significantly to ₹43.6 crore in Q4 FY25, up from ₹28.4 crore a year earlier. This increase in interest expenses is attributed to higher borrowings as the company ramps up project execution. The sustainability of profit growth is also a point of discussion, as a substantial portion of profit before tax in Q4 was derived from non-operating income-about 35.65%-raising questions about the repeatability of such gains in future quarters.

Analyst Perspective: Growth Amid Complexity

Experts point out that Welspun Enterprises’ Q4 FY25 results highlight the company’s ability to navigate industry headwinds, showcasing solid operational strength and effective project delivery despite challenges such as increased input costs and intense market competition.
The company’s record-high net sales and operating profit in the last five quarters underscore its operational momentum. However, the rising cost of debt and dependence on non-operating income for a significant chunk of profits signal the need for cautious optimism.

Strategic Focus: Infrastructure Leadership

As part of the Welspun World group, Welspun Enterprises has carved out a leadership position in infrastructure development, with a focus on water, wastewater, and transport projects. The company’s robust order book and project pipeline position it well for continued growth, provided it maintains discipline in cost management and capital allocation.

Conclusion

Welspun Enterprises delivered robust financial and operational results in Q4 FY25, marked by significant profit and revenue increases, better margins, and a healthy dividend recommendation.
While rising interest costs and reliance on non-operating income warrant attention, the company’s core business fundamentals remain strong. As it continues to expand its presence in critical infrastructure segments, Welspun Enterprises appears well-placed to deliver value to shareholders and contribute to India’s infrastructure growth story.

 

 

 

 

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Trade Speculation Lifts Sensex by Over 1,200 Points

 

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