Varun Beverages Buy or Sell: MOFSL’s Bullish Case MOFSL reiterated a ‘Buy’ rating for Varun Beverages Ltd (VBL), targeting Rs 665, valuing the stock at 55x 2026 EPS. Q1 CY25 revenue grew 29% YoY to Rs 5,567 crore, driven by 30% volume growth, including 15.5% organic growth and South Africa/DRC integration. VBL’s double-digit growth is…

Happiest Minds Technologies, under CEO Joseph Anantharaju, reported on May 14, 2025, that over 20% of its code is now AI-generated. Anantharaju, recently elevated to CEO, emphasized proactive AI adoption, though sensitive sectors like banking and pharma remain cautious due to data privacy. Q4 FY25 revenue grew 27.9% to Rs 544.6 crore, but profit fell…

What Is Driving Raymond Demerger Strategy? Raymond Ltd’s stock fell 64.36% to Rs 556.45 on May 14, 2025, reflecting a technical adjustment on the ex-date of its Raymond Realty demerger, effective May 1. Shareholders receive one Raymond Realty share per Raymond share, with the record date set for May 14. Raymond Realty, listing by Q2…

How Is Cipla US Segment Navigating Trump’s Executive Order? Cipla US business, contributing $221 million in Q4 FY25, remained flat due to Lanreotide supply issues and delayed launches, as reported on May 14, 2025. Despite Trump’s executive order on drug pricing, Cipla expects minimal impact, as US generic prices are already competitive globally. FY26 projections…

How Will Tata Steel Capex Impact Margins? Tata Steel capex of Rs 15,000 crore for FY26, announced post-Q4 FY25 results on May 14, 2025, prioritizes domestic growth, with 80% allocated to India, including Kalinganagar’s expansion to 8 MTPA, set to start commercial production by September 2025. Domestic operations yielded Rs 12,705/tonne EBITDA, outpacing the consolidated…

Best Small Cap Stocks for Long Term: Suryoday Small Finance Bank Analysis Suryoday Small Finance Bank (SFB), a high-risk small cap stock, reported a Q4 FY25 net loss due to elevated provisions and a 7.2% GNPA, driven by stress in its unsecured micro-finance portfolio. Despite this, loan and deposit books crossed Rs 10,000 crore, with…

Emerging Companies Transform E-commerce Solutions By 2030, emerging companies are projected to reach a $2554.76 billion valuation, driving innovation in AI, logistics, and sustainability. Perplexity AI’s search engine, Shiprocket’s data-driven logistics, and Deepgram’s low-latency Aura voice AI exemplify transformative solutions. Companies like OpenAI and Anthropic advance large language models, while Substack redefines content monetization. Fintech…

How Does US China Trade Truce Affect India? The US China trade truce for 90 days, announced on May 13, 2025, after Geneva talks, reduces US tariffs on Chinese goods from 145% to 30% and Chinese tariffs on US goods from 125% to 10%. This de-escalation, following India-Pakistan ceasefire, spurred a “risk-on” rally in Indian…

Will Drug Pricing Hurt Indian Pharma Exports? President Trump’s plan to slash US drug pricing by 30-80% via a “Most Favoured Nation” pricing model, announced May 12, 2025, poses challenges for Indian pharma, particularly firms like Sun Pharma with specialty/patented portfolios. With 30-45% of their revenue from the US, Indian generic players face potential margin…

UK India Free Trade Agreement Simplifies Visa Norms The UK India Free Trade Agreement (FTA), nearing finalization as of May 2025, promises significant benefits for Indian professionals and businesses. It offers 1,800 annual visas for creative and hospitality professionals, streamlined temporary visas for skilled workers in IT, telecom, and more, and simplified business mobility rules….