Krishna Kant, Ram Prasad Sahu

Stories by Krishna Kant, Ram Prasad Sahu

Regaining share key to more upside in automobile major Hero MotoCorp

Regaining share key to more upside in automobile major Hero MotoCorp

Rediff.com   2 Jul 2025

Hero MotoCorp Ltd (HMCL) has been the best-performing auto stock over the last three months, gaining over 17 per cent during this period. Multiple tailwinds, especially on the rural front, are expected to boost its volumes. In addition to the demand drivers, new launches too should help drive growth both in the commuter and premium motorcycle categories.

Grasim: Investors bet on paints, ignore weakness in core biz

Grasim: Investors bet on paints, ignore weakness in core biz

Rediff.com   18 Jun 2025

The AV Birla group flagship Grasim Industries has been an outperformer on the bourses. The company's stock price is up 56.5 per cent in the last

Tata Sons dividend income may have slipped in FY25

Tata Sons dividend income may have slipped in FY25

Rediff.com   14 Jun 2025

Tata Sons' dividend from Tata group companies for last financial year is expected to show a decline of 3.5 per cent to Rs 36,514 crore from Rs 37,832 crore a year earlier. This should be the first year-on-year decline in Tata Sons' dividend in the last nine years. The holding company had last reported a decline in FY16, when its proceeds had gone down 42.5 per cent to Rs 6,898 crore from Rs 11,993 crore a year earlier.

Bajaj Auto's premium segment revival needs more than just a kickstart

Bajaj Auto's premium segment revival needs more than just a kickstart

Rediff.com   9 Jun 2025

Bajaj Auto - the country's most valuable two-wheeler (2W) company by market capitalisation - met Street expectations in the January-March quarter (Q4) of 2024-25 (FY25) but still ended Friday as the worst performer on the Nifty 50, slipping 3.1 per cent.

Weak guidance may hit Sun Pharma in FY26

Weak guidance may hit Sun Pharma in FY26

Rediff.com   1 Jun 2025

Despite a healthy performance in the fourth quarter of 2024-25 (Q4FY25), the stock of India's largest listed pharma company, Sun Pharmaceutical Industries (Sun Pharma), was under pressure on Friday due to a muted guidance. The company has guided for a high single-digit revenue growth for FY26, which is below what the Street was working with.

Paint major Berger's palette finds contrast in a washed-out quarter

Paint major Berger's palette finds contrast in a washed-out quarter

Rediff.com   26 May 2025

Listed paint majors posted another lacklustre showing in the January-March quarter (Q4) of 2024-25 (FY25), with average revenue growth under 3 per cent. Sales were weighed down by Asian Paints - the market leader and the only major to report a year-on-year (Y-o-Y) decline.

Margin pressures, growth triggers to weigh on Dr Reddy's

Margin pressures, growth triggers to weigh on Dr Reddy's

Rediff.com   21 May 2025

Pharma major Dr Reddy's Laboratories delivered a muted operational performance in the fourth quarter of financial year 2024-25 (Q4FY25), even as revenue growth remained healthy. Lower gross margin performance and muted domestic growth are key concerns. Most brokerages have a "Sell" or "Reduce" rating as there are uncertainties related to the development of a new product portfolio and the launch timelines.

Why jewellery giant Titan will continue to shine

Why jewellery giant Titan will continue to shine

Rediff.com   17 May 2025

Strong margins in the jewellery segment in Q4FY25, steady growth guidance for FY26 and expectations of outperformance in the organised jewellery sector boosted sentiment for the largest listed jewellery maker by market capitalisation, Titan Company. The stock was the highest gainer on the benchmark indices (Sensex as well as Nifty), rising 4.1-4.5 per cent at close on Friday, taking the total gains over the past month to about 12 per cent.

Why Polycab is likely to maintain growth trajectory

Why Polycab is likely to maintain growth trajectory

Rediff.com   16 May 2025

India's largest cable and wire manufacturer Polycab India ended financial year 2024-25 (FY25) on a high, delivering another strong quarter of double-digit growth and market share gains. This coupled with margin expansion, operating breakeven for its fast-moving electrical goods (FMEG) business, and steady exports outlook for FY26 is expected to support the stock, which is up 18 per cent over the past month. The stock is currently trading at Rs 5,765 a share.

Volume, margin gains likely to rev up M&M

Volume, margin gains likely to rev up M&M

Rediff.com   15 May 2025

A robust show during the March quarter of 2024-25 (Q4FY25) and hopes of a strong demand momentum have led to an upward revision of Mahindra & Mahindra's (M&M's) earnings. With a slew of launches lined up amid a steady demand environment, brokerages see M&M outperforming peers in passenger vehicles (PVs), tractors and commercial vehicles (CVs).

Higher competitive pressures to cap DMart's margins in near term

Higher competitive pressures to cap DMart's margins in near term

Rediff.com   13 May 2025

The stock of India's largest listed pure-play retail company, Avenue Supermarts (DMart), has slipped over 10 per cent from its monthly highs. A weak operational performance in the fourth quarter (January-March) of financial year 2024-25 (Q4FY25) and muted near-term outlook due to intense competitive pressures and higher costs could lead to downward momentum on the stock. While the stock dipped by 3.44 per cent in early trade on Monday, it recovered a bit to close 1.07 per cent lower at 4,017.

Defence stocks on growth warpath as order blitz fuels bullish outlook

Defence stocks on growth warpath as order blitz fuels bullish outlook

Rediff.com   12 May 2025

Defence stocks have been on a tear, with the Nifty India Defence index hitting all-time highs. Over the past week, the index jumped around 7 per cent, far outpacing the flat performance of the Nifty 50. Over the past month, its 12 per cent gain has trebled the benchmark's return.

Development potential, cash flows to ensure growth for Macrotech in FY26

Development potential, cash flows to ensure growth for Macrotech in FY26

Rediff.com   9 May 2025

Macrotech Developers (Lodha), the country's second-largest listed real estate company, exceeded its 2024-25 (FY25) guidance, aided by a strong pre-sales performance in the January-March quarter (Q4), driven by launches. The company had guided for Rs 17,500 crore in pre-sales for FY25 and surpassed that with bookings of Rs 17,630 crore.

Nifty Bank's valuation still lags Nifty 50's despite recent rally

Nifty Bank's valuation still lags Nifty 50's despite recent rally

Rediff.com   7 May 2025

Banks have outperformed the broader market in the past six months and most of the leading lenders have given positive returns to investors compared to a negative return delivered by benchmark indices.

Early-bird Q4 results reflect earning hiccups

Early-bird Q4 results reflect earning hiccups

Rediff.com   5 May 2025

Early-bird results for the January-March 2025 quarter (Q4FY25) suggest a slowdown in earning growth for India Inc, despite a benign cost environment that has led to an improvement in margins. The combined net profit (adjusted for exceptional gains and losses) of 175 early-reporting companies rose by 3.8 per cent year-on-year (Y-o-Y) in Q4FY25, marking the slowest growth in 17 quarters.

Launch thrust to power volume engine of Maruti Suzuki

Launch thrust to power volume engine of Maruti Suzuki

Rediff.com   5 May 2025

The January-March quarter (Q4) results for 2024-25 (FY25) from the country's largest passenger vehicle (PV) maker, Maruti Suzuki India (MSIL), were a mixed bag, with revenues broadly in line but operating profit missing Street expectations. Given cost pressures, margins at the operating level were the lowest in the past seven quarters.

TCS share in Tata group mcap declines

TCS share in Tata group mcap declines

Rediff.com   28 Apr 2025

Tata Consultancy Services (TCS), the country's largest player in information-technology (IT) export, has seen a sharp decline in its contribution to the Tata group's market capitalisation in recent years though it remains the most valuable company in the conglomerate. Its 44.8 per cent share in the combined market capitalisation of the listed Tata group companies is the lowest since March 2009 and is down sharply from the all-time high contribution of 74.4 per cent at the end of March 2020.

Earnings winter to persist in Q4

Earnings winter to persist in Q4

Rediff.com   23 Apr 2025

Brokerages expect a further slowdown in Indian firms' revenue and earnings growth in Q4FY25, following low single-digit growth in the preceding three quarters, as factors like weak consumer demand and credit growth linger on.

The side effects are real, but Sun Pharma stays on its feet

The side effects are real, but Sun Pharma stays on its feet

Rediff.com   21 Apr 2025

After falling 17 per cent since the start of the year to its March lows, the stock of the country's largest pharmaceutical (pharma) company, Sun Pharmaceutical Industries, has clawed back nearly half of those losses. Recent acquisitions, a favourable court ruling in the case of the hair loss drug Leqselvi, an edge over peers owing to its specialty portfolio, and a diversified global presence have supported the recovery.

Growth worries, competitive pressures weigh on Trent stock performance

Growth worries, competitive pressures weigh on Trent stock performance

Rediff.com   15 Apr 2025

The stock of India's largest listed pure play retail major Trent was down 14.76 per cent at close on Monday after a fall in revenue growth for the March quarter of 2024-25 (Q4FY25). The sales growth trajectory has been in a declining trend over the last few quarters, which, coupled with falling operational metrics, higher competitive intensity, and expensive valuations, has seen the stock crack about 44 per cent since its 52-week highs in October last year.