Taste The Truth – Bite by Bite
Baazar Style Retail Limited Leads Value Fashion with Strong Q4 Performance Baazar Style Retail Limited reported a 38.1% YoY revenue growth to Rs 1,343.7 crore in FY25, driven by strong store execution and rising value fashion demand. Q4FY25 saw a 54.6% YoY revenue surge to Rs 345.4 crore, fueled by early Eid demand and private…
GAIL Result Shows Steady Revenue Growth GAIL result reported a 2.1% QoQ revenue increase to Rs 36,551 crore in Q4 FY2025, driven by gas marketing, as announced on May 15, 2025. EBITDA margin improved by 89 bps to 9%, but PAT fell 47% QoQ to Rs 2,492 crore due to a prior quarter’s one-time arbitration…
Global Fund Manager Survey Highlights Market Shifts The Bank of America Global Fund Manager Survey, conducted before the US-China trade truce and reported on May 15, 2025, shows fund managers at a net 13% underweight in equities, 1.4 standard deviations below average, and 38% underweight in US equities, the most since May 2023. With 26%…
Berger Paints Q4 Results: Margin Expansion Berger Paints Q4 results reported a 7.3% YoY revenue growth to Rs 2,704 crore in Q4 FY2025, outperforming Asian Paints’ 4.3% decline, as announced on May 15, 2025. Volume growth reached 7.4%, driven by premium and luxury decorative paints, with market share hitting 20%. Gross margins rose 90 bps…
Eicher Motors Q4 Results Boosted by Royal Enfield Eicher Motors Q4 Results reported a 23% YoY revenue growth, driven by a 23.2% surge in Royal Enfield (RE) motorcycle volumes, as announced on May 15, 2025. VE Commercial Vehicles (VECV) recorded an 11.4% YoY volume increase, achieving record sales despite a sluggish industry. RE’s EBITDA margin…
Why Is Fino Payment Bank Share Price Target Bullish? Fino Payment Bank Share Price Target by Ventura Securities is Rs 856, implying a 312% upside from its current Rs 208. Trading near its all-time low of Rs 180, the stock benefits from a domestic-focused model amid global tariff concerns. With 1.34 crore customers and 19…
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…