The banking sector is full of activity as both the State Bank of India (SBI) and HDFC Bank have announced their Q4 FY25 results and dividends. Investors are now wondering which stock could be the better option going forward. Let’s look at three important points to help make that decision.

Dividend Comparison: Who’s Paying More?

SBI surprised everyone by announcing a final dividend of ₹15.90 per share – its highest in over 10 years. The last time SBI gave such a high payout was in 2013. The record date for this dividend is May 16, and it will be paid on May 30.

HDFC Bank, on the other hand, declared a ₹22 per share dividend for FY25. It has been increasing its dividends over time, paying ₹19.50 in 2024 and ₹19 in 2023. The record date this year is June 27.

Read More, Coforge Q4 FY25 Results: Net Profit Grows 17% YoY, Declares ₹19 Dividend.    

Q4 FY25 Results: How Did They Perform?

SBI’s Q4FY25 net profit was ₹18,643 crore – down 10% from last year. However, it showed strength in other areas like an 8.8% rise in operating profit and a growth in net interest income (NII) to ₹42,775 crore.

HDFC Bank posted a net profit of ₹17,616 crore for the same quarter, which is a 6.7% increase from last year and 5.3% higher than the previous quarter. Its NII rose by over 10% to ₹32,065.8 crore. The bank also earned ₹12,003 crore from fees and commissions and maintained strong net interest margins of 3.54% on total assets.

Share Price Movement

SBI’s share price was at ₹775.45, down nearly 2% in intraday trade. Over the past week, it dropped by 3%, and over the past 6 months, it fell by 9%. Even on a year-to-year basis, it’s down 4%, with a 2% fall so far in 2025.

HDFC Bank’s stock has performed much better. It has gained 10% in the past month, another 10% over the last six months, and jumped 27% over the past year. In 2025 alone, it’s already up by 8%.

Conclusion

Both SBI and HDFC Bank present strong investment opportunities, but they cater to different investor preferences. If you’re looking for a higher dividend payout, SBI stands out with its impressive ₹15.90 per share, marking a rare high in recent years. However, for investors focused on growth and consistent stock performance, HDFC Bank is the clear winner, showing strong profit growth and a solid stock price increase. Ultimately, your choice will depend on whether you prioritise dividends or capital appreciation in your investment strategy.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                                                     

Investments in securities market are subject to market risks, read all the related documents carefully before investing.         

Polycab India Limited (PIL) announced its financial results for the fourth quarter and full year ending March 31, 2025, posting its highest-ever revenue and profit figures.

FY25 Performance Highlights

• Revenue: ₹2,24,083 million, up 24% compared to last year

• EBITDA: ₹29,602 million, up 19% YoY

• Net Profit (PAT): ₹20,455 million, a 13% YoY increase

Read More, Coforge Q4 FY25 Results: Net Profit Grows 17% YoY, Declares ₹19 Dividend.   

Q4 FY25 Highlights

• Revenue: ₹69,858 million, up 25% YoY

• EBITDA: ₹10,254 million, up 35% YoY

• PAT: ₹7,344 million, up 33% YoY

• PAT Margin: Improved to 10.5%

• EBITDA Margin: Rose to 14.7% due to better performance in FMEG and EPC

Wires & Cables Segment Growth

• Grew 22% YoY in Q4, backed by strong demand from government projects, real estate, and better project execution

• Domestic sales grew 27% YoY, with cables growing faster than wires

• International business saw a temporary dip due to a large order being postponed

• EBIT margins improved by ~140 basis points to 15.1%

Strong Growth in FMEG Business

• Posted 33% YoY growth in Q4

• Fans performed well even with delayed summer; premium product strategy helped

• Lights, switches, and pipes also showed healthy growth

• Achieved break-even in Q4 FY25 after 10 quarters of investment in innovation, branding, and talent

Robust EPC Business

• EPC segment grew 47% YoY in Q4 to ₹6,028 million

• Driven by fast execution of RDSS orders

FY25 Business Highlights

• Surpassed ₹220 billion revenue mark, beating FY26 target a year early

• Wires & Cables revenue grew 18% YoY to ₹1,88,881 million

• Domestic market share rose to 26-27% of India’s organised market

• International sales contributed 6% of total revenue; presence in 84 countries

• FMEG business grew 29% YoY to ₹16,535 million; solar products nearly doubled

• EPC business rose 143% YoY to ₹19,192 million

Financial Strength and Dividend

• Ended FY25 with ₹24.6 billion in net cash, up from ₹21.4 billion last year

• Proposed a ₹35 per share dividend (350% of face value)

• Dividend payout increased to 26.3%, aligned with the company’s Project Spring goal of 30% by FY30

About Polycab India Limited

Polycab India is the country’s largest wires and cables maker and a fast-growing FMEG brand. In FY25, the company crossed ₹224 billion in revenue. It serves customers across India through over 4,300 dealers and 200,000 retail outlets. Polycab has 28 manufacturing units, 15 offices, and 34 warehouses in India and exports to 84 countries. The company employs over 4,100 people and follows strong governance, customer focus, sustainability, and community service values.

As of 2:13 PM IST on May 6, Polycab India share price was trading at ₹5,980.50, up ₹185.50 or 3.20% for the day. The stock opened at ₹5,829.50 and touched an intraday high of ₹6,077.50 and a low of ₹5,725.00. The company has a market capitalisation of ₹90,070 crore, a price-to-earnings (P/E) ratio of 49.03, and a dividend yield of 0.50%. Over the past 52 weeks, the stock has ranged between a low of ₹4,555.00 and a high of ₹7,605.00.

Conclusion

Polycab India’s stellar performance in FY25 highlights its robust execution, strategic investments, and market leadership across segments. With strong financials, growing global reach, and a clear roadmap under Project Leap and Project Spring, the company is well-positioned for sustained growth and shareholder value in the coming years.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                      

                                      

Investments in securities market are subject to market risks, read all the related documents carefully before investing.      

KPIT Technologies’ shares went up in early trade on Tuesday after the company announced the acquisition of Caresoft Global’s Engineering Solutions Business. This deal is expected to help KPIT offer better cost-saving and engineering solutions, especially for trucks, off-highway vehicles, and mobility companies.

Stronger Commercial Vehicle Segment and China Entry

This acquisition will strengthen KPIT’s position in the commercial vehicle market by using Caresoft’s deep industry connections and expertise in trucks and off-highway vehicles. It will also support KPIT’s expansion into the Chinese market. Additionally, the deal will help KPIT offer cost reduction and manufacturing engineering services for cars, trucks, and off-highway vehicles.

Kishor Patil, Co-founder, CEO & MD of KPIT Technologies, said, “We are building deeper relationships with truck and off-highway makers and are expanding into China. Vehicle manufacturers want partners who can offer faster and more cost-efficient solutions by integrating software, hardware, and manufacturing. Caresoft’s strong skills make this partnership valuable for the mobility industry.”

Read More, Coforge Q4 FY25 Results: Net Profit Grows 17% YoY, Declares ₹19 Dividend.    

Stock Performance

On Tuesday, KPIT share price rose 1% to hit an intraday high of ₹1,270, compared to the previous close of ₹1,257.80 on BSE. Around 0.30 lakh shares were traded, with a turnover of ₹3.82 crore. The company’s market cap stood at ₹34,716 crore.

Though the stock is up 11.18% in the past month, it has dropped 17% over the past year and is down 15.50% since the start of this year. It is currently trading above its 5, 10, 20, 30, and 50-day moving averages but below its 100, 150, and 200-day averages.

Strong Q4 FY25 Earnings and Dividend

KPIT reported a 48.84% year-on-year increase in consolidated net profit for Q4 FY25. Net profit rose to ₹244.7 crore, up from ₹164.4 crore in the same quarter last year. Revenue from operations also grew by 15.97% to ₹1,528.3 crore, compared to ₹1,317.8 crore a year ago. Total expenses rose by 14.70% to ₹1,272.5 crore.

The board has also recommended a final dividend of ₹6 per equity share for FY 2024-25.

About KPIT Technologies

KPIT Technologies offers engineering, research, and development services focused on the automotive and mobility sectors. The company specialises in solutions for software-defined vehicles.

Conclusion

The acquisition of Caresoft’s engineering business marks a strategic move for KPIT Technologies, strengthening its presence in commercial vehicles and accelerating its global expansion, especially in China. With strong Q4 FY25 results and renewed investor interest, KPIT appears poised for sustained growth in the evolving automotive tech space.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                      

                                      

Investments in securities market are subject to market risks, read all the related documents carefully before investing.         

As per the International Energy Agency’s (IEA) India Energy Outlook 2021, India’s primary energy demand is expected to nearly double by 2040, reaching 1,123 million tonnes of oil equivalent, in line with the country’s projected GDP growth to US$ 8.6 trillion.

In the last 10 years, India’s refining capacity has grown from 215.1 MMTPA to 256.8 MMTPA, with plans to further increase it to 309.5 MMTPA by 2028. India is also poised to be a key contributor to petroleum consumption among non-OECD countries. Consumption of petroleum products has jumped from 158.4 MMT in 2013–14 to 234.3 MMT in 2023–24.

With this backdrop, here are some of the top oil and gas stocks to keep an eye on in May 2025.

Top Oil and Gas Stocks in India in May 2025 – 5yr CAGR Basis

Note: The best oil and gas stocks in May 2025 here are as of May 06, 2025. The stocks are picked from the Nifty 500 universe and are sorted based on their 5-Year CAGR. 

Read More, Best Gold Stocks in May 2025: Titan, Sky Gold, Goldiam, KDDL and Thangamayil.

Overview of the Best Oil and Gas Stocks in May 2025

1. Chennai Petroleum Corporation Limited

CPCL, a subsidiary of Indian Oil Corporation Limited (IOCL), is based in Chennai, India. 

In Q3 FY25, CPCL reported revenue of ₹15,683.25 crore, an increase from ₹14,424.86 crore in the previous quarter. It recorded a net profit of ₹10.46 crore in December 2024, marking a strong turnaround from the ₹629.49 crore net loss reported in September 2024.

Key metrics:

• Earning per Share (EPS): ₹22.56
• Return On Equity (ROE): 4.49%

2. Oil India Limited

Oil India Limited is a government-owned company is into the exploration, development, and production of crude oil and natural gas. It also oversees crude oil transportation and LPG production.

For Q3 FY25, the company reported a revenue of ₹5,239.66 crore, a decrease from ₹5,518.95 crore in Q2 FY24. Its net profit stood at ₹1,221.80 crore, down from ₹1,834.07 crore in the previous quarter.

Key metrics:

• EPS: ₹40.28
• ROE: 13.75%

3. Aegis Logistics Ltd

Aegis Logistics, originally established as Aegis Chemical Industries Ltd. in 1956, focuses on offering logistics solutions for the oil, gas, chemicals, and petrochemical sectors.

In Q3 FY25, Aegis Logistics reported a revenue of ₹672.12 crore, an increase from ₹658.28 crore in Q2 FY24. The company’s net profit was ₹65.79 crore, down from ₹72.16 crore in the previous quarter.

Key metrics:

• EPS: ₹12.23
• ROE: 17.13%

 

4. Mangalore Refinery and Petrochemicals Limited

MRPL, a subsidiary of Oil and Natural Gas Corporation (ONGC), operates under the Ministry of Petroleum and Natural Gas, Government of India. Established in 1988, the refinery is located in Katipalla, north of Mangalore.

In Q3 FY25, MRPL reported a revenue of ₹25,600.78 crore, a decline from ₹28,785.92 crore in Q2 FY24. The company posted a net profit of ₹304.19 crore, marking a recovery from a loss of ₹682.32 crore in the previous quarter.

Key metrics:

• EPS: ₹4.70
• ROE: 6.71%

5. The Great Eastern Shipping Company Limited

The Great Eastern Shipping Company Limited is an Indian maritime company that focuses on transporting liquid, gas, and solid bulk cargo. As of 2023, it is the largest private-sector shipping company in India.

In Q3 FY25, the company reported a revenue of ₹878.50 crore, a decrease from ₹1,011.00 crore in Q2 FY24. However, its net profit rose to ₹678.63 crore, up from ₹564.97 crore in the previous quarter.

Key metrics:

• EPS: ₹184.82
• ROE: 23.38%

Top Oil and Gas Stocks in India in May 2025 – Market Cap Basis

Note: The best oil and gas stocks in May 2025 here are as of May 06, 2025, and are picked from the Nifty 500 universe. The stocks are sorted based on their market cap. 

 

Top Oil and Gas Stocks in India in May 2025 – Net Profit Margin Basis

Note: The best oil and gas stocks in May 2025 here are as of May 06, 2025, and are picked from the Nifty 500 universe. The stocks are sorted based on their net profit margin. 

Outlook for India’s Oil and Gas Sector

India’s rapid economic growth is driving a significant rise in oil demand, especially in production and transportation. Crude oil consumption is expected to grow at a compound annual growth rate (CAGR) of 4.59%, reaching 500 million tonnes by FY40, up from 223 million tonnes in FY23.

In terms of volume, India’s oil consumption is forecasted to increase from 4.05 million barrels per day (MBPD) in FY22 to 7.2 MBPD by 2030 and 9.2 MBPD by 2050. Diesel demand is projected to double to 163 million tonnes by 2029-30, with petrol and diesel together accounting for 58% of India’s total oil demand by 2045. The demand for oil is expected to remain strong due to rapid economic expansion and urbanisation.

Natural gas consumption is also predicted to grow at a CAGR of 12.2%, reaching 550 million cubic meters per day (MCMPD) by 2030, up from 174 MCMPD in 2021. Additionally, Indian refiners plan to increase refining capacity by 56 million tonnes per annum (MTPA) by 2028, bringing the total refining capacity to 310 MTPA. The goal is to double refining capacity to 450-500 million tonnes by 2030.

Things to Consider When Investing in Oil and Gas Stocks

• Market Volatility and Price Fluctuations

Oil and gas stocks are highly affected by fluctuations in global oil prices. Changes in supply and demand, along with geopolitical factors, can significantly influence a company’s profitability. It’s crucial for investors to monitor oil price trends and understand how companies manage price fluctuations.

 

• Government Policies

Government policies regarding subsidies, taxes, and environmental regulations play a crucial role in the profitability of oil and gas companies. Understanding the impact of these policies is essential for making informed investment decisions.

 

• Company Financial Strength

Evaluating a company’s financial health, including revenue growth, profit margins, and debt levels, is key. Companies with lower debt and stable earnings are better positioned to navigate market challenges.

 

• Operational Efficiency and Infrastructure

A company’s efficiency and the quality of its infrastructure significantly affect its profitability. Firms with efficient production, distribution networks, and a focus on technological improvements are more likely to manage costs effectively and seize growth opportunities.

 

Conclusion

Investing in oil and gas stocks requires careful analysis of a company’s financial performance, market position, and growth, while also considering the risks of energy price volatility and regulatory changes. By aligning these factors with your investment goals, you can make informed decisions. Seeking advice from a financial expert can further tailor investments to meet specific financial objectives and risk tolerance.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

LTIMindtree has announced May 23 as the record date for its FY25 dividend. Shareholders holding the company’s shares as of this date will be eligible to receive a dividend of ₹45 per equity share. The dividend is expected to be paid within 10 days after the record date.

Consistent Dividend History

The company has been consistently paying dividends since 2017. This year’s dividend of ₹45 is the same as last year. LTIMindtree paid its first dividend of ₹9.70 per share and has maintained a regular payout trend over the years.

Read More, Coforge Q4 FY25 Results: Net Profit Grows 17% YoY, Declares ₹19 Dividend.   

Q4 FY25 Financial Performance

In the fourth quarter of FY25, LTIMindtree reported a net profit of ₹1,128.5 crore, marking a year-on-year increase of ₹28.6 crore. Revenue for the quarter stood at ₹9,771.7 crore, up 10% compared to the same quarter last year.

About LTIMindtree Limited

LTIMindtree Limited is a global IT services and consulting firm headquartered in Mumbai, India. Founded in 1996, it operates as a subsidiary of Larsen & Toubro and has a workforce of over 81,000 employees.

LTIMindtree Share Price Movement

As of May 6, LTIMindtree share price is trading at ₹4,578, down ₹43.20 or 0.93% for the day. The stock opened at ₹4,607 and hit a high of ₹4,699 and a low of ₹4,578 during the session. The company has a market capitalisation of ₹1.36 lakh crore. Over the past month, the stock has gained ₹520.85, marking a 12.84% increase. Over a five-year period, it has risen by ₹182.25, reflecting a 4.14% overall growth.

Conclusion

LTIMindtree’s solid Q4 FY25 performance, consistent dividend policy, and rising share price reflect strong investor confidence. With a ₹45 dividend on the way, it continues to reward long-term shareholders.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                     

                                     

Investments in securities market are subject to market risks, read all the related documents carefully before investing.        

Computer Age Management Services Limited (CAMS), India’s largest registrar and transfer agent of mutual funds regulated by SEBI, has released its financial results for the quarter and year ended 31st March 2025. The company showed strong performance across its core mutual fund business as well as its growing non-mutual fund verticals.

Key Business Highlights for Q4 FY25

Financial Performance

• CAMS reported a 14.7% year-on-year (YoY) increase in revenue.

• Revenue from mutual fund-related services grew by 14.5% YoY.

• Revenue from non-mutual fund businesses rose by 15.8% YoY, now contributing 13.7% of total revenue.

• EBITDA grew by 11.6% YoY, with EBITDA margin at 44.9%.

• Profit After Tax (PAT) increased by 10.2% YoY, and the PAT margin stood at 30.9%.

Read More, Coforge Q4 FY25 Results: Net Profit Grows 17% YoY, Declares ₹19 Dividend.  

Mutual Fund Services

• CAMS maintained its leadership in the mutual fund industry, holding about 68% market share by Assets Under Management (AUM) and servicing 26 out of 51 Asset Management Companies (AMCs).

• AUM serviced by CAMS grew 24% YoY, in line with overall industry growth, driven by a 29% YoY increase in equity assets.

• Total equity AUM crossed ₹25 lakh crore, reflecting continued investor interest despite market volatility.

• Equity net inflows for Q4 were flat YoY at ₹72,624 crore, but FY25 overall saw an 86% growth in equity net inflows over FY24.

• Live Systematic Investment Plans (SIPs) increased by 18% YoY, reaching 5.7 crore in Q4 FY25.

• New SIP registrations remained steady YoY at 86.6 lakh in Q4, showing a 51% increase in FY25 compared to FY24.

• CAMS’ unique investor base crossed 4 crore, growing 26% YoY, outpacing the industry growth rate of 22%.

• During the quarter, Angel One Mutual Fund and Unifi Mutual Fund launched their first fund offerings, bringing CAMS’ live AMC count to 21.

• Another five AMCs are expected to go live on CAMS’ platform within the next six months.

Q4 FY25 Financial Summary (Consolidated)

• Revenue: ₹356.17 crore, up 14.7% YoY

• Profit Before Tax (PBT): ₹149.26 crore, up 10.8% YoY

• Profit After Tax (PAT): ₹114.02 crore, up 10.2% YoY

• PAT Margin: 30.9%

• Basic EPS: ₹23.08 (not annualised)

FY25 Full-Year Financial Summary (Consolidated)

• Total Revenue: ₹1,422.48 crore, up 25.2% YoY

• Profit Before Tax (PBT): ₹624.43 crore, up 33% YoY

• Profit After Tax (PAT): ₹470.19 crore, up 33% YoY

• PAT Margin: 31.9%

• Basic EPS: ₹95.41 (annualised)

About CAMS

Computer Age Management Services Limited (CAMS) is a leading financial infrastructure and services provider to the asset management and broader BFSI (Banking, Financial Services, and Insurance) sectors. CAMS is India’s largest registrar and transfer agent for mutual funds, holding about 68% market share based on average AUM. It services ten of India’s top fifteen mutual funds.

As of 6 May at 9:42 AM IST, shares of Computer Age Management Services Ltd (CAMS) were trading at ₹3,724.00, down ₹83.80 or 2.20% for the day. The stock opened at ₹3,801.00 and hit an intraday high of ₹3,895.70 and a low of ₹3,703.00. CAMS currently has a market capitalisation of ₹18,600 crore, with a price-to-earnings (P/E) ratio of 40.33 and a dividend yield of 1.86%. The stock has touched a 52-week high of ₹5,367.50 and a 52-week low of ₹3,030.05.

Conclusion

CAMS has not only strengthened its leadership in mutual fund services but also made significant progress in diversifying its revenue through fast-growing non-MF segments like CAMSPay, CAMSRep, and CAMS Alternatives. With new AMC launches, innovative digital offerings, and expanding partnerships across insurance and pension sectors, CAMS is well-positioned for continued growth and long-term value creation.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                     

                                     

Investments in securities market are subject to market risks, read all the related documents carefully before investing.        

Indian Hotels Company Ltd (IHCL) reported a strong performance for the fourth quarter ended March 2025. The company’s standalone net profit grew 30.4% year-on-year (YoY) to ₹481.20 crore, compared to ₹369.08 crore in the same period last year. Compared to the previous quarter (Q3FY25), profit rose by 2.7% from ₹468.77 crore.

Revenue from operations stood at ₹1,476.33 crore, which is 10% higher YoY (₹1,341.65 crore). However, it remained nearly flat compared to the previous quarter (₹1,473.61 crore).

Consolidated Q4 FY25 Performance

On a consolidated basis, IHCL’s net profit increased by 25% YoY to ₹522.30 crore, up from ₹417.76 crore in Q4FY24. Revenue from operations also saw strong growth, rising 27.3% to ₹2,425.14 crore, compared to ₹1,905.34 crore a year ago. However, sequentially, the profit dropped 10.31% from ₹582.32 crore in Q3FY25, while revenue declined 4.3% from ₹2,533.05 crore.

Read More, Coforge Q4 FY25 Results: Net Profit Grows 17% YoY, Declares ₹19 Dividend.  

EBITDA Growth and Margins

EBITDA rose 30% YoY to ₹918 crore. The EBITDA margin increased by 0.8 percentage points to 36.9%. IHCL stated that this marks the twelfth straight quarter of record performance, with the hotel segment revenue growing 13% and an EBITDA margin of 38.5%.

Managing Director & CEO Puneet Chhatwal said IHCL is well-positioned for continued double-digit revenue growth in FY26. The company plans to invest over ₹1,200 crore in asset upgrades, greenfield projects, and boosting its digital capabilities. Around 30 new hotel openings are expected in the coming year, with a focus on its Taj brand and new business momentum.

Dividend Announcement

The company’s board has recommended a dividend of ₹2.25 per equity share of ₹1, subject to shareholder approval at the upcoming AGM (annual general meeting).

Full-Year FY25 Performance

Executive VP & CFO Ankur Dalwani highlighted that IHCL’s standalone revenue for FY25 stood at ₹5,145 crore, 12% higher than the previous year. EBITDA margin expanded to 43.9%, with a 29% rise in PAT (Profit After Tax) at ₹1,413 crore.

On a consolidated level, IHCL reported revenue of ₹8,565 crore and EBITDA of ₹3,000 crore, achieving a record EBITDA margin of 35%. Profit before exceptional items stood at ₹1,603 crore, and the company had a strong cash position of ₹3,073 crore as of March 31, 2025. A dividend of ₹2.25 per share, representing 20% of consolidated PAT, has been proposed.

Share Price Movement

On May 5, IHCL shares closed slightly higher by 0.19% at ₹801.80 on the BSE.

Conclusion

Indian Hotels Company continues to deliver strong growth, backed by robust domestic demand, improved margins, and strategic expansion plans. With a focus on brand Taj, new business streams, and digital transformation, the company is well-positioned for sustained performance in FY26.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                    

                                    

Investments in securities market are subject to market risks, read all the related documents carefully before investing.       

 

The stock market appears to be gradually stabilising after witnessing significant volatility and activity triggered by recent actions taken by US President Donald Trump. Not sure which stocks to keep an eye on this Thursday? Here’s a roundup of the top stocks currently making news. Reviewing these updates will help you stay on top of the key market developments.

Earlier this week on Monday, the NSE Nifty 50 ended the day with a gain of 114.45 points, or 0.47%, closing at 24,461. Meanwhile, the BSE Sensex climbed 295 points, or 0.37%, to finish at 80,797.

Here are stocks to watch today: 

Indian Hotels 

The Indian Hotels Company Limited (IHCL) announced a strong performance for the quarter ended March 2025. IHCL has recorded a consolidated net profit of ₹522 crore, up 25% from ₹418 crore reported in the same quarter a year ago.

Read More, Coforge Q4 FY25 Results: Net Profit Grows 17% YoY, Declares ₹19 Dividend. 

Reliance Industries

Reliance Industries, along with partners Shell (through BGEPIL) and Oil and Natural Gas Corporation (ONGC), successfully completed India’s first offshore facilities decommissioning project. The project involved the safe dismantling of old installations in the mid and south Tapti fields, which were part of the Panna-Mukta and Tapti (PMT) joint venture.

IEX

Indian Energy Exchange (IEX) reported a total power trade volume of 10,584 million units (MU) in April, up 26% compared to the same month last year. The Day-Ahead Market (DAM) accounted for 4,231 MU, which is a 3% rise year-on-year. The Real-Time Market (RTM) saw a sharper 48% increase, reaching 3,893 MU. The average price in the DAM for the month was ₹5.20 per unit.

Paras Defence

Paras Defence has signed a Memorandum of Understanding (MoU) with Israeli firm HevenDrones. The agreement aims to expand their operations in India and globally in the defence space. The two companies will set up a joint venture in India focused on developing and producing logistics and cargo drones for both military and civilian purposes.

Ircon International 

Ircon International has bagged a new work order worth ₹187.08 crore from Kerala State IT Infrastructure Ltd. The company will construct a dedicated rural industrial park in Thiruvananthapuram as part of the project.

Rategain 

Rategain Travel Technologies has announced new leadership appointments. Deepak Kapoor has been named the new Chief Technology Officer (CTO), while Rohan Mittal has been appointed as the new Chief Financial Officer (CFO).

Coforge 

Coforge announced its financial results for the March 2025 quarter. I reported a consolidated net profit of ₹261.2 crore. However, its revenue from operations came in at ₹3,409.9 crore, slightly lower than the market estimate of ₹3,530 crore.

Conclusion

As the market regains footing after recent global developments, investors should closely track these headline-making stocks. From strong earnings to major project wins and strategic partnerships, today’s updates reflect a mix of growth, innovation, and evolving market opportunities. Staying informed on these developments can help investors navigate the dynamic trading environment more effectively.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                   

                                   

Investments in securities market are subject to market risks, read all the related documents carefully before investing.      

Coforge, a leading technology company, announced its financial results for the quarter ended March 2025 (Q4 FY25) on May 5. It has reported a 17% increase in its consolidated net profit (profit after tax or PAT), which rose to ₹261 crore compared to ₹223.7 crore in the same quarter last year.

The company’s revenue from operations grew by 47% year-on-year, reaching ₹3,409.9 crore in Q4 FY25, up from ₹2,318.4 crore in the year-ago period. When adjusted for constant currency (CC), revenue rose 43.8% YoY, while in US dollar terms, it went up 43.6% YoY.

Record Deal Wins and Growing Order Book

Coforge shared that it achieved record large deal closures during the quarter, successfully signing 5 major deals. The total contract value (TCV) for these deals stood at $1.56 billion.

The company’s executable order book for the next 12 months has reached $1.5 billion, showing a 47.7% increase compared to last year and a 10.3% rise compared to the previous quarter. This demonstrates strong deal momentum and future revenue visibility.

Read More, M&M Delivers Record ₹12,929 Crore Profit in FY25, Driven by Auto and Farm Segments.

Attrition and Workforce Update

Coforge reported an attrition rate of 10.9% in Q4 FY25, which marks an improvement of 60 basis points (bps) than the same quarter previous year. The company noted that this is among the lowest attrition rates in the industry.

As of the end of Q4, the company’s total workforce stood at 33,497, with a net addition of 403 employees during the quarter. Coforge also highlighted that its employee count has increased by 35.5% since the beginning of FY25.

Sudhir Singh, CEO and Executive Director of Coforge, stated that FY25 was an exceptional year for the company. It achieved 32.0% growth in constant currency terms, driven by 14 large deals and solid growth across all business sectors and regions.

He credited the strong performance to Coforge’s strong client relationships, dedicated employees, and effective execution. Singh also added that the large deal wins in Q4 and a robust pipeline put the company in a strong position for further growth in FY26.

Dividend Announcement

Alongside the results, the company’s board declared a fourth interim dividend of ₹19 per equity share for the FY 2024–25. The shares have a face value of ₹10 each and are fully paid-up.

The company further announced that the record date for identifying eligible shareholders to receive the dividend is May 12, 2025. The dividend will be paid to shareholders within 30 days from the date of its declaration, as stated in the exchange filing.

Share Price Movement

As of May 5, Coforge share price closed at ₹7,501, up ₹119 or 1.61% for the day. The stock opened at ₹7,420 and touched an intraday high of ₹7,595 and a low of ₹7,400. The company has a market capitalisation of ₹46,390 crore, a price-to-earnings (P/E) ratio of 63.01, and a dividend yield of 1.01%. Over the past 52 weeks, the stock has traded between a low of ₹4,287.25 and a high of ₹10,026.80.

Conclusion

Coforge has delivered a strong financial performance in Q4 FY25, backed by robust deal wins, significant revenue growth, and improved employee retention. With a solid order book and expanding workforce, it is well-positioned to maintain its growth momentum in FY26, despite a challenging global environment.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                  

                                  

Investments in securities market are subject to market risks, read all the related documents carefully before investing.        

 

The Adani Group is not just a company—it’s a way of thinking. It stands for big ideas, bold moves, and a positive attitude. This strong mindset has helped Adani grow across many industries. From building important infrastructure to promoting sustainability and self-reliance, Adani continues to support India’s progress.

Read More, Oberoi Realty Interim Dividend: Ex-Date Today, May 5, 2025, for ₹2 Payout.   

Key Business Areas of the Adani Group

1. Infrastructure

Adani is building strong and modern infrastructure to support India’s development and improve everyday life.

2. Energy & Utilities

The group ensures people across the country have access to essential energy for lighting up homes and powering lives.

3. Transport & Logistics

Adani is creating smart and connected transportation systems that help move goods and people efficiently across India.

4. Agri & FMCG

By offering safe, healthy, and quality food products, Adani supports farmers and consumers through eco-friendly practices.

5. Materials

As a top cement producer in India, Adani helps build strong and reliable structures for the future.

6. Media

Adani is making digital news and information easily available to everyone, supporting a more informed society.

7. Real Estate

The group builds luxurious and high-quality homes, helping people turn their dream lifestyle into reality.

8. Sports

Adani supports young athletes in India, helping them grow and succeed in the world of sports.

Company Vision

Adani Group aims to be a global leader in businesses that improve lives and help nations grow by building infrastructure in a sustainable way.

Unlocking Endless Possibilities

Adani Group is a large and diverse organisation in India, made up of 11 listed companies. It has built top-quality transport and utility infrastructure that spans across the country.

• Leading in Transport and Energy

Over time, Adani has become a top player in India’s transport logistics and energy utility sectors. The group focuses on building large-scale infrastructure while following global best practices in operations and maintenance. It is also the only company in India’s infrastructure sector with four Investment Grade (IG) rated businesses.

• Driven by Purpose: Growth with Goodness

The success of Adani Group comes from its core mission of “Nation Building” and its belief in “Growth with Goodness.” This means growing in a way that is good for people and the planet. The group is working to increase its positive impact on the environment and society by:

• Adopting climate-friendly business practices

• Supporting communities through CSR (Corporate Social Responsibility)

• Promoting sustainability, inclusion, and shared progress

Adani Group History

The Adani Group started as a trading business, mainly dealing in agricultural goods and textiles. During the early 1990s, it moved into importing and exporting raw and finished materials.

By the late 1990s, the group began expanding into new areas like infrastructure, logistics, and energy. In 1998, it built Mundra Port — India’s first private port — and later added projects like airports, highways, and power plants.

In the 2000s, Adani became a major player in renewable energy, with large investments in solar and wind power. The group also expanded internationally, investing in ports, coal mines, and power plants in countries such as Indonesia, Australia, and some parts of Africa.

In recent years, its Carmichael coal mine project in Australia has faced strong criticism from environmental activists and local groups. Despite the challenges, Adani Group continues to grow and invest in a wide range of industries both in India and abroad.

Conclusion

The Adani Group has transformed from a small trading firm into one of India’s largest conglomerates. With operations across infrastructure, energy, logistics, and more, Adani plays a key role in shaping India’s economic future. Despite challenges, its bold approach and wide-ranging businesses continue to push boundaries and support the nation’s progress on the global stage.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                                 

                                 

Investments in securities market are subject to market risks, read all the related documents carefully before investing.