TOP LINE GROWTH
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Market may be marginally disappointed with Q1 result season: Jitendra Sriram
"While the consensus earnings for FY2024-25 are in the low teens, we expect the growth to be more in 2H," he said, explaining that elections and heat waves slowed down economic activities during the quarter.
Global economy's growing resilience at odds with rate cut expectations
Economists are increasingly optimistic about global growth prospects for this year and next, according to a Reuters poll, though they still view higher inflation as a significant risk. Central banks have successfully managed rising inflation through rapid rate hikes, but a resilient global economy with strong employment and wage growth continues to present inflationary risks.
Market unlikely to remain unidirectional; expect volatility & cyclicality going ahead: Ashish Gupta
So, the direction of the market is really dependent on how these volatile components behave and the message we want to give out to investors is that they should expect markets to be volatile, markets to be cyclical. It is unlikely that markets will always be unidirectional.
Why are largecap banks underperforming? Sandip Sabharwal explains
Indian markets have held up, but given the overall result construct as well as the valuations at this stage, this is a time to be cautious in the markets. I would think that markets need to give up some gains for them to come to levels where fresh money can be put to work.
What should you do with Nestle stock after its Q1 earnings? Preeyam Tolia answers
So, if you see from a medium-term perspective or a shorter-term perspective, there could be some pressure because of the margin pressure. But on a longer-term basis, we continue to remain positive on Nestle because there are two-three reasons for that.
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Early birds report muted profit growth for April-June
The first-quarter results season shows double-digit revenue growth, but profit growth slows down. Banks and finance companies lead the way with strong performances. Stay updated as more companies announce their results in the coming weeks.
Infosys posts better Q1 growth but discretionary spending is yet to pick up
Infosys echoed a continued slack in discretionary spending by clients. During an analyst conference call, it mentioned that though there are early signs of pick up in the banking, financial services, and insurance (BFSI) vertical, the largest revenue generator for the company, a strong recovery is not yet visible. BFSI contributed around 28% to the company’s revenue in the June quarter.
Luxury segment housing sales rise by 27% in H1FY24 across top seven cities
In the first half of 2024, India's luxury housing market priced above Rs 4 crore saw a robust 27% year-on-year sales increase, totaling 8,500 units. Delhi-NCR, Mumbai, and Hyderabad led growth, with Pune notably surging six-fold in sales to 1,100 units. The market anticipates sustained momentum driven by affluent buyer preferences and infrastructure developments.
China's GDP growth dips: Where is its economy headed?
China's GDP growth in the second quarter was 4.7%, below the expected 5.1%. The slowdown raises concerns about economic stability and calls for measures to stimulate growth. IMF projects a gradual slowdown in growth due to various factors including ageing population and property sector crisis. Policy meeting aims to outline strategies for promoting advanced manufacturing and boosting domestic consumption. Structural reforms are suggested to enhance productivity and address economic imbalances.
Motown, slowtown: Luxury car sales slow in line with broader slowdown in Indian auto market
Carmakers attributed the sluggish performance to a broader slowdown in the Indian car market, besides intense heat waves this summer, and an extended general election. Some experts also cited a shift in spending by the wealthy to experiences such as bespoke holiday itineraries.
We are happy with Q1 results but not in a position to say TCS is on a growth path again: CEO
TCS foresees FY25 outperforming FY24, leveraging AI and cost optimization despite market volatility, BFSI challenges, and election impacts. With Q1 achievements, reduced attrition, strategic headcount growth, and strong India business, performance remains robust. Investments in talent, discretionary project validation, and technology adaptation sustain a healthy order book, even amid fewer mega deals and extended decision-making cycles.
India tops China in billion-dollar realty companies
India's real estate sector has surged, boasting 36 homegrown companies valued at $1 billion or more, surpassing China in this regard. The growth, outlined in the 2024 GROHE-Hurun India Real Estate 100 report, highlights the sector's robust expansion driven by urbanization, infrastructure development, and shifting consumer preferences. Leading the pack is DLF with a valuation of ₹2 lakh crore, followed by Macrotech Developers and Adani Realty. Mumbai leads with 33 companies on the list, underscoring India's thriving property market amid significant global contrasts in real estate fortunes.
Premium valuation of defence companies should sustain 3-5 years down the line: Binod Modi
In the marine as well as the aviation defence space, several varied companies are getting into BSF categories. So, these are the opportunities that look to be quite huge. Binod Modi, Sharekhan BNP Paribas, says that he believes companies like HAL as well as BEL should continue to do well,
Here's why Vinit Bolinjkar is bullish on Indoco Remedies
The valuations are very rich, but the momentum is very high out here. And the order wins are good. But if you really want to take a fundamental view in terms of the valuations, I think they are a little stretched out here. And while we obviously would not want to ask people to sell, but you have to be very careful with these trades out there.
India Inc now picks its C-level champions from indoor pool
Indian companies like Mahindra and Aditya Birla Group are increasingly focusing on internal talent pipelines for leadership roles, showcasing a shift towards nurturing seasoned professionals for longer tenures within the organization.
Earnings growth likely to be in mid-teens; overall growth trajectory remains strong: Shibani Sircar Kurian
The building materials segment, specifically tiles, has underperformed despite significant real estate growth. Typically, when real estate sales pick up, demand and volume growth in building materials follow with a lag.
Premium sneaker stampede sweeps India off its feet and Adidas is game for it
The trend of premiumisation is gaining momentum in the footwear, watches, and gym apparel market, with consumers seeking quality, exclusivity, and a deeper connection with their brands. Adidas and Myntra have seen a 30-40% increase in premium options on their website, reflecting this trend. India's large population aspiring for better products and a natural consumer behavior of constantly seeking improvement are driving this trend.
Global rates will come down, India certainly to be a top beneficiary: Jose Vinals, Standard Chartered
The Indian elections resulted in a surprise, denying an outright majority to the BJP. Despite this, prospects of strong growth through Narendra Modi's third premiership offer comfort to international businesses, as highlighted by Jose Vinals, chairman of Standard Chartered.
Broader & lasting growth, jobs top FM Nirmala Sitharaman's to-do list
Finance Minister Nirmala Sitharaman released two tax devolution instalments totaling ₹1,39,751 crore to 28 states for development and capital spending.
Sandip Agarwal's 4 top bets from IT sector for near term
I think now the attrition rates are under control. Margin should expand because margin is a direct factor of where your attrition is, utilisation is. So, I think the revenue growth I do not see will pick up very substantially immediately, because if at all the ECB rate cut has happened, now in US also we are expecting some cool off to happen on the rate front.
Sun Pharma expects high single-digit top line growth in current fiscal
Sun Pharmaceutical Industries expects high single-digit top line growth in FY24 with total revenue at Rs 48,497 crore, led by Managing Director Dilip Shanghvi. The firm anticipates similar growth in FY25 with investments in product launches and R&D activities.
Hemang Jani's top stock bet from pharma sector
But nonetheless, I think even when it has not performed so much, I think if somebody has to put fresh money, I think it surely makes a lot of sense given the performance, valuation comfort, I do not see much of a challenge over there. And recently, the fact bond yields went down when you had that big dividend payout, I think there was a bit of an outperformance. So, I think you could look for some more outperformance at least over the next 6 to 12 months.
India only nation among top 5 to see growth in steel production
India is the only top five steel producing nation to see growth in production in April, while China, Japan, and the United States experienced a decline. India's steel production rose by 3.6% in April, with a total of 49.5 million tonnes produced from January-April this year.
Not in 'rat race' to be top builder in terms of sale bookings, says Macrotech Developers MD
When asked about the reason for setting a conservative sale bookings guidance considering that few players posted more than Rs 20,000 crore pre-sales in FY24 itself, Lodha told PTI, "We are not in any rat race and neither our shareholders are bothered about any such rat race." "We want to achieve consistent growth. Consistent growth and predictable growth with low leverage is very important and that is our business model," he said.
Our overall AUM contributing to huge top and bottom line growth: Sanjay Shah, Prudent Corporate Advisory
So, I think we are very confident that SIP is an evolving story for the retail people and there is a strong TINA factor because there is no alternative for people to invest a small-small amount other than the SIP from a very longer-term perspective.
Combo of capital heavy & capital light biz to drive operating leverage, margin expansion: Puneet Chhatwal, Indian Hotels
Indian Hotels, led by Puneet Chhatwal, showcases robust growth through strategic new contracts, capital-light models, and diversified top line expansion. The company's focus on operating leverage, digital enhancements, and new business segments sets the stage for continued success in the hospitality sector. He says: Indian Hotels' combination of capital heavy and capital light which is today at 40-60 and could grow to 30-70, 70 in favour of capital light,
Top brokerages bullish on Reliance, raise price targets
Analysts said that Reliance's balance sheet remains strong but growth in retail and oil-to-chemical businesses is expected to be muted in the short term, but the company's digital services led by Jio could be a key driver.
Will be focusing on top line as well as VNB growth: Vibha Padalkar, HDFC Life
What we will have is, again, a balanced product mix. Unit link will stay range bound around this, either between a fourth to a third of our business.
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