🚩Learnings with Earnings | Indian Stock Market | Economic State & Predictions 2025
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About 🚩Learnings with Earnings | Indian Stock Market | Economic State & Predictions 2025
I want to make it clear that *I am not a SEBI authorized individual*, and any stock-related suggestions or ideas shared here are solely for *EDUCATIONAL purposes.* I do not assume any responsibility for potential losses incurred based on the information provided. *It is crucial to consult with an authorized financial advisor before making any final investment decisions.* Take these insights as learning opportunities and best of luck with your endeavors. 👍🏻 _*As this is a channel it can't be open for discussion for all, All can add me on WhatsApp chat for any kind of discussion anytime (may it be trade, charts, portfolio, life, collaboration, business, anything)*_ *WhatsApp group for Stock ideas* https://chat.whatsapp.com/LtMeXaVd9nwK8dtDBN60id *Contact number - 8169829778* *Follow My WhatsApp Channel for regular updates* https://whatsapp.com/channel/0029VaNNXfH4tRrtbpvn9A20 *Instagram* https://www.instagram.com/trade.with.nikhil.murpana?igsh=MThmZW5qa3VxaWNtdg== *Linkedin* https://www.linkedin.com/in/nikhilmurpana?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app *Threads* https://www.threads.net/@trade.with.nikhil.murpana *Facebook* https://www.facebook.com/nikhil.murpana?mibextid=ZbWKwL *Twitter - X* https://x.com/nikhil_murpana?t=hMWvtC90fXxxkp2ntwez9Q&s=09 *Thanks & Regards* *Nikhil Murpana*
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"*Ipca Laboratories Ltd.* | *CMP* Rs. 1486 | *M Cap* Rs. 37691 Cr | *52 W H/L* 1758/1061 (Nirmal Bang Retail Research) *Result is marginally above expectations* Revenue from Operations came at Rs. 2246.7 Cr (0.1% QoQ, 10.5% YoY) vs expectation of Rs. 2214.6 Cr, QoQ Rs. 2245.4 Cr, YoY Rs. 2033 Cr EBIDTA came at Rs. 428.9 Cr (-7.4% QoQ, 33.2% YoY) vs expectation of Rs. 403.8 Cr, QoQ Rs. 463.1 Cr, YoY Rs. 321.9 Cr EBITDA Margin came at 19.1% vs expectation of 18.2%, QoQ 20.6%, YoY 15.8% Adj. PAT came at Rs. 272.9 Cr vs expectation of Rs. 195.9 Cr, QoQ Rs. 248.1 Cr, YoY Rs. 196.3 Cr Quarter EPS is Rs. 10.8 Stock is trading at P/E of 32.4x FY26E EPS " "*Alkem Laboratories Ltd.* | *CMP* Rs. 5230 | *M Cap* Rs. 62532 Cr | *52 W H/L* 6440/4410 (Nirmal Bang Retail Research) *Result is below expectations* Revenue from Operations came at Rs. 3143.8 Cr (-6.8% QoQ, 7.1% YoY) vs expectation of Rs. 3143.1 Cr, QoQ Rs. 3374.3 Cr, YoY Rs. 2935.8 Cr EBIDTA came at Rs. 391.3 Cr (-48.5% QoQ, -2.7% YoY) vs expectation of Rs. 437.6 Cr, QoQ Rs. 759.4 Cr, YoY Rs. 402 Cr EBITDA Margin came at 12.4% vs expectation of 13.9%, QoQ 22.5%, YoY 13.7% Adj. PAT came at Rs. 305.9 Cr vs expectation of Rs. 342.9 Cr, QoQ Rs. 625.8 Cr, YoY Rs. 306.1 Cr Quarter EPS is Rs. 25.6 Stock is trading at P/E of 25.7x FY26E EPS " "*Samvardhana Motherson International Ltd.* | *CMP* Rs. 148 | *M Cap* Rs. 104127 Cr | *52 W H/L* 217/107 (Nirmal Bang Retail Research) *Result below Expectation* Revenue from Operations came at Rs. 29316.8 Cr (6% QoQ, 8.3% YoY) vs expectation of Rs. 28830.9 Cr, QoQ Rs. 27665.9 Cr, YoY Rs. 27058.2 Cr EBIDTA came at Rs. 2642.9 Cr (-9.9% QoQ, -1.6% YoY) vs expectation of Rs. 2904 Cr, QoQ Rs. 2934.6 Cr, YoY Rs. 2685.8 Cr EBITDA Margin came at 9% vs expectation of 10.1%, QoQ 10.6%, YoY 9.9% Adj. PAT came at Rs. 1050.5 Cr vs expectation of Rs. 1054.6 Cr, QoQ Rs. 878.6 Cr, YoY Rs. 1371.4 Cr Quarter EPS is Rs. 1.5 Stock is trading at P/E of 22x FY26E EPS " "*Bajaj Hindusthan Sugar Ltd.* | *CMP* Rs. 25 | *M Cap* Rs. 3193 Cr | *52 W H/L* 46/17 (Nirmal Bang Retail Research) *Result has improved* Revenue from Operations came at Rs. 1553.7 Cr (5.3% QoQ, -16.9% YoY) vs QoQ Rs. 1475.8 Cr, YoY Rs. 1870.3 Cr EBIDTA came at Rs. 285.6 Cr (-1266.6% QoQ, 68.2% YoY) vs QoQ Rs. -24.5 Cr, YoY Rs. 169.8 Cr EBITDA Margin came at 18.4% vs QoQ -1.7%, YoY 9.1% Adj. PAT came at Rs. 217.7 Cr vs QoQ Rs. -102 Cr, YoY Rs. 90.8 Cr Quarter EPS is Rs. 1.7 Stock is trading at P/E of -122.1x TTM EPS " "*Campus Activewear Ltd.* | *CMP* Rs. 294 | *M Cap* Rs. 8979 Cr | *52 W H/L* 372/210 (Nirmal Bang Retail Research) *Result is ok* Revenue from Operations came at Rs. 405.7 Cr (-21.2% QoQ, 11.5% YoY) vs QoQ Rs. 514.8 Cr, YoY Rs. 363.9 Cr EBIDTA came at Rs. 71.5 Cr (-13% QoQ, 11.9% YoY) vs QoQ Rs. 82.2 Cr, YoY Rs. 63.9 Cr EBITDA Margin came at 17.6% vs QoQ 16%, YoY 17.6% Adj. PAT came at Rs. 35 Cr vs QoQ Rs. 46.5 Cr, YoY Rs. 32.8 Cr Quarter EPS is Rs. 1.1 Stock is trading at P/E of 58.3x FY26E EPS " "*Century Plyboards (India) Ltd.* | *CMP* Rs. 764 | *M Cap* Rs. 16964 Cr | *52 W H/L* 939/614 (Nirmal Bang Retail Research) *Result is below expectations* Revenue from Operations came at Rs. 1198.3 Cr (5.1% QoQ, 13% YoY) vs expectation of Rs. 1206.6 Cr, QoQ Rs. 1140.5 Cr, YoY Rs. 1060.7 Cr EBIDTA came at Rs. 134.6 Cr (3.9% QoQ, -2% YoY) vs expectation of Rs. 146.7 Cr, QoQ Rs. 129.5 Cr, YoY Rs. 137.3 Cr EBITDA Margin came at 11.2% vs expectation of 12.2%, QoQ 11.4%, YoY 12.9% Adj. PAT came at Rs. 53.2 Cr vs expectation of Rs. 78.5 Cr, QoQ Rs. 58.5 Cr, YoY Rs. 79.5 Cr Quarter EPS is Rs. 2.4 Stock is trading at P/E of 41.5x FY26E EPS " "*Varroc Engineering Ltd.* | *CMP* Rs. 499 | *M Cap* Rs. 7624 Cr | *52 W H/L* 717/365 (Nirmal Bang Retail Research) *Result is in-line with expectations* Revenue from Operations came at Rs. 2099.2 Cr (1.2% QoQ, 6.3% YoY) vs expectation of Rs. 2195.5 Cr, QoQ Rs. 2075.3 Cr, YoY Rs. 1974.9 Cr EBIDTA came at Rs. 213.4 Cr (12.3% QoQ, -2.4% YoY) vs expectation of Rs. 216.8 Cr, QoQ Rs. 190 Cr, YoY Rs. 218.7 Cr EBITDA Margin came at 10.2% vs expectation of 9.9%, QoQ 9.2%, YoY 11.1% Adj. PAT came at Rs. 77 Cr vs expectation of Rs. 78.1 Cr, QoQ Rs. 43.5 Cr, YoY Rs. 56.9 Cr Quarter EPS is Rs. 5 Stock is trading at P/E of 19.7x FY26E EPS
*Suzlon Energy Ltd.* | *CMP* Rs. 65 | *M Cap* Rs. 89288 Cr | *52 W H/L* 86/38 (Nirmal Bang Retail Research) Order book came at 5555mw vs QoQ 5035MW ,YoY 2929MW *Result ahead of Expectation* Higher PAt is on account of Tax W/Back Revenue from Operations came at Rs. 3789.9 Cr (27.4% QoQ, 72.6% YoY) vs expectation of Rs. 3838.8 Cr, QoQ Rs. 2974.8 Cr, YoY Rs. 2196.2 Cr EBIDTA came at Rs. 662.5 Cr (32.6% QoQ, 84.1% YoY) vs expectation of Rs. 594.4 Cr, QoQ Rs. 499.5 Cr, YoY Rs. 359.8 Cr EBITDA Margin came at 17.5% vs expectation of 15.5%, QoQ 16.8%, YoY 16.4% Adj. PAT came at Rs. 1182.2 Cr vs expectation of Rs. 468.6 Cr, QoQ Rs. 386.9 Cr, YoY Rs. 281.2 Cr Quarter EPS is Rs. 0.9 Stock is trading at P/E of 38.6x FY26E EPS
*Ipca Laboratories Ltd.* | *CMP* Rs. 1486 | *M Cap* Rs. 37691 Cr | *52 W H/L* 1758/1061 (Nirmal Bang Retail Research) *Result is marginally above expectations* Revenue from Operations came at Rs. 2246.7 Cr (0.1% QoQ, 10.5% YoY) vs expectation of Rs. 2214.6 Cr, QoQ Rs. 2245.4 Cr, YoY Rs. 2033 Cr EBIDTA came at Rs. 428.9 Cr (-7.4% QoQ, 33.2% YoY) vs expectation of Rs. 403.8 Cr, QoQ Rs. 463.1 Cr, YoY Rs. 321.9 Cr EBITDA Margin came at 19.1% vs expectation of 18.2%, QoQ 20.6%, YoY 15.8% Adj. PAT came at Rs. 272.9 Cr vs expectation of Rs. 195.9 Cr, QoQ Rs. 248.1 Cr, YoY Rs. 196.3 Cr Quarter EPS is Rs. 10.8 Stock is trading at P/E of 32.4x FY26E EPS
*Alkem Laboratories Ltd.* | *CMP* Rs. 5230 | *M Cap* Rs. 62532 Cr | *52 W H/L* 6440/4410 (Nirmal Bang Retail Research) *Result is below expectations* Revenue from Operations came at Rs. 3143.8 Cr (-6.8% QoQ, 7.1% YoY) vs expectation of Rs. 3143.1 Cr, QoQ Rs. 3374.3 Cr, YoY Rs. 2935.8 Cr EBIDTA came at Rs. 391.3 Cr (-48.5% QoQ, -2.7% YoY) vs expectation of Rs. 437.6 Cr, QoQ Rs. 759.4 Cr, YoY Rs. 402 Cr EBITDA Margin came at 12.4% vs expectation of 13.9%, QoQ 22.5%, YoY 13.7% Adj. PAT came at Rs. 305.9 Cr vs expectation of Rs. 342.9 Cr, QoQ Rs. 625.8 Cr, YoY Rs. 306.1 Cr Quarter EPS is Rs. 25.6 Stock is trading at P/E of 25.7x FY26E EPS
CUMMINS INDIA Q4 CONCALL Will Continue Capex In The Same Range As FY25, Largely Sustained Capex Vols Rising For CPCB IV+ Pdts, Can See It Cross CPCB II Pdt Vols In Another 2 Qtrs Remain Cautiously Optimistic, See Double-digit Growth FY26
*Samvardhana Motherson International Ltd.* | *CMP* Rs. 148 | *M Cap* Rs. 104127 Cr | *52 W H/L* 217/107 (Nirmal Bang Retail Research) *Result below Expectation* Revenue from Operations came at Rs. 29316.8 Cr (6% QoQ, 8.3% YoY) vs expectation of Rs. 28830.9 Cr, QoQ Rs. 27665.9 Cr, YoY Rs. 27058.2 Cr EBIDTA came at Rs. 2642.9 Cr (-9.9% QoQ, -1.6% YoY) vs expectation of Rs. 2904 Cr, QoQ Rs. 2934.6 Cr, YoY Rs. 2685.8 Cr EBITDA Margin came at 9% vs expectation of 10.1%, QoQ 10.6%, YoY 9.9% Adj. PAT came at Rs. 1050.5 Cr vs expectation of Rs. 1054.6 Cr, QoQ Rs. 878.6 Cr, YoY Rs. 1371.4 Cr Quarter EPS is Rs. 1.5 Stock is trading at P/E of 22x FY26E EPS
*Century Plyboards (India) Ltd.* | *CMP* Rs. 764 | *M Cap* Rs. 16964 Cr | *52 W H/L* 939/614 (Nirmal Bang Retail Research) *Result is below expectations* Revenue from Operations came at Rs. 1198.3 Cr (5.1% QoQ, 13% YoY) vs expectation of Rs. 1206.6 Cr, QoQ Rs. 1140.5 Cr, YoY Rs. 1060.7 Cr EBIDTA came at Rs. 134.6 Cr (3.9% QoQ, -2% YoY) vs expectation of Rs. 146.7 Cr, QoQ Rs. 129.5 Cr, YoY Rs. 137.3 Cr EBITDA Margin came at 11.2% vs expectation of 12.2%, QoQ 11.4%, YoY 12.9% Adj. PAT came at Rs. 53.2 Cr vs expectation of Rs. 78.5 Cr, QoQ Rs. 58.5 Cr, YoY Rs. 79.5 Cr Quarter EPS is Rs. 2.4 Stock is trading at P/E of 41.5x FY26E EPS
Goldman Sachs says the recent trade court ruling won’t stop the Trump administration from moving forward with new tariffs. In a note, Alec Phillips writes that even if the IEEPA-based tariffs are struck down, the White House could use Section 122 of the Trade Act of 1974 to impose up to 15% tariffs for 150 days without any formal investigation. That short-term move could serve as a bridge while launching Section 301 investigations, which take longer but allow for more durable, targeted tariffs.
*Wockhardt Ltd.* | *CMP* Rs. 1341 | *M Cap* Rs. 21784 Cr | *52 W H/L* 1680/489 (Nirmal Bang Retail Research) *Result is ok* Revenue from Operations came at Rs. 743 Cr (3.1% QoQ, 6.1% YoY) vs QoQ Rs. 721 Cr, YoY Rs. 700 Cr EBIDTA came at Rs. 79 Cr (-17.7% QoQ, -176.7% YoY) vs QoQ Rs. 96 Cr, YoY Rs. -103 Cr EBITDA Margin came at 10.6% vs QoQ 13.3%, YoY -14.7% Adj. PAT came at Rs. -25 Cr vs QoQ Rs. 14 Cr, YoY Rs. -169 Cr Quarter EPS is Rs. -1.5
NTPC, BHEL, POWER MECH; Atomic Energy Regulatory Board approves 2800 MW Atomic Power Project in Rajasthan Approval Given to NTPC JV to implement project at Mahi Banswara in Rajasthan Proposal to set up four units of 700 MWe each of indigenously-developed nuclear reactors