Godfrey Phillips shares continued their upward trend for the third straight session on February 18 after posting strong Q3 FY25 results. The company reported a 48.7% year-on-year (YoY) increase in net profit, reaching ₹316 crore for the December quarter. Revenue from operations also grew 27.3% YoY to ₹1,591 crore, driven by solid growth in its core business of cigarettes, tobacco, and related products.

Stock Movement

Godfrey Phillips shares surged 11.78% to an intraday high of ₹7,687.70 on the NSE. Despite opening 2.79% lower, it quickly recovered, erasing all losses. Over the last 3 trading sessions, the stock has gained nearly 45%.

Strong Operational Performance

The company’s EBITDA jumped 57.6% YoY to ₹359 crore in Q3FY25. EBITDA margins improved significantly, rising 440 basis points to 22.6%.

Challenges and Future Outlook

India’s cigarette industry has faced difficulties due to higher taxes, stricter regulations, and rising illicit trade, especially in the premium segment, affecting legal manufacturers. 

About Godfrey Phillips India

Godfrey Phillips India, the flagship company of the KK Modi Group, is a leading FMCG company in India. It owns popular cigarette brands like Four Square, Red & White, and Cavanders. The company also has an exclusive agreement with Philip Morris International to produce and distribute the Marlboro brand in India.

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.

Vedanta share price dropped 2.4% on Tuesday, February 18, ahead of an important meeting with shareholders and creditors to discuss the company’s demerger plan. The stock opened at ₹419.50, slightly higher than its previous close of ₹415.10, but later fell to ₹405.25 during intra-day trade.

Meeting to Decide on Vedanta’s Demerger

As per a filing on January 17, Vedanta informed the stock exchanges that a meeting of equity shareholders, secured creditors, and unsecured creditors would be held on February 18. This meeting, scheduled under the National Company Law Tribunal (NCLT) Mumbai’s order from November 21, 2024, will determine the approval of the proposed demerger.

For the demerger to move forward, at least 75% of creditors (by debt value) attending the meeting must approve the plan. If cleared, Vedanta’s different business divisions will become independent entities.

Changes in the Demerger Plan

Initially, Vedanta planned to separate into 6 businesses: Aluminium, Oil & Gas, Power, Steel & Ferrous Materials, Base Metals, and Vedanta Ltd. However, in December, the company decided to retain its base metals business under the main company instead of making it a separate entity.

Vedanta’s Stock Performance

Despite the recent decline, Vedanta’s stock has risen 53% in the past 12 months, increasing its market valuation to ₹1.59 lakh crore.

About Vedanta Ltd

Vedanta is a diversified natural resources company involved in mining, processing, and selling minerals and oil & gas. The company produces zinc, lead, silver, copper, aluminium, iron ore, and oil & gas. It operates in multiple countries, including India, South Africa, Namibia, Ireland, Liberia, and the UAE. India contributes about 65% of Vedanta’s total revenue, followed by Malaysia (9%), China (3%), the UAE (1%), and other regions making up 22%.

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.

TVS Supply Chain Solutions share price jumped 7.3% on Tuesday, February 18, 2025, reaching an intraday high of ₹136.8 on the BSE. The stock saw increased buying interest after TVS Motor Company acquired 20 lakh shares at ₹128.86 per share in a block deal.

At 9:23 AM, the stock was trading 6.79% higher at ₹136.05, while the BSE Sensex was down 0.10% at 75,917.96. TVS Supply Chain’s market capitalisation stood at ₹5,990.99 crore. The stock’s 52-week high is ₹217.35, and the 52-week low is ₹125.3.

TVS Motor’s Stake Purchase

According to NSE block deal data, TVS Motor Company purchased shares from Allanzers Fin Net, which sold 20 lakh shares at ₹128.86 per share on Monday.

Q3 FY25 Financial Performance

TVS Supply Chain Solutions reported a net loss of ₹23.8 crore in Q3 FY25, compared to a profit of ₹10 crore in the same quarter last year. However, revenue rose 10% year-on-year to ₹2,444.6 crore from ₹2,221.8 crore.

EBITDA stood at ₹132.6 crore, down from ₹162.1 crore last year, with an EBITDA margin of 5.4% compared to 7.3%. The company attributed the decline to global macroeconomic uncertainties impacting revenue and volumes.

About TVS Supply Chain Solutions

A part of the TVS Group, TVS Supply Chain Solutions provides end-to-end logistics and supply chain management services across industries like automotive, consumer electronics, pharmaceuticals, engineering, and retail.

The company’s services include procurement, warehousing, transportation, distribution, inventory management, and demand forecasting. With an extensive network of warehouses and distribution centres, TVS Supply Chain offers both domestic and international logistics solutions.

Stock Performance Over the Past Year
Over the last year, TVS Supply Chain shares have declined by 33%, while the Sensex has gained 4.5%.

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.

Several stocks, including Hindustan Aeronautics Ltd (HAL), NBCC (India) Ltd, Gillette India Ltd, Bharat Forge, and NATCO Pharma, will be in focus today as they trade ex-dividend on February 18, 2025.

These companies had earlier declared this date as the record date to determine eligible shareholders for dividend payouts. Under the T+1 settlement rule, investors who purchased shares before February 17, 2025, will be entitled to receive dividends.

Dividend Payout Details

Hindustan Aeronautics Ltd (HAL)

HAL has announced the 1st interim dividend for FY 2024-25 at ₹25 per share (500%). The announcement was made on February 12, 2025.

NBCC (India) Ltd

NBCC has approved an interim dividend of ₹0.53 per share (53%) for FY 2024-25. The announcement was made on February 11, 2025, and the payment will be made within the time frame set by the Companies Act, 2013.

Gillette India Ltd

Gillette India has declared an interim dividend of ₹65 per share for FY 2024-25. The dividend will be paid on or before March 7, 2025. This was announced on February 10, 2025.

Bharat Forge

Bharat Forge has declared an interim dividend of ₹2.50 per share (125%) for FY 2024-25. The announcement was made on February 12, 2025.

NATCO Pharma

NATCO Pharma has announced a 3rd interim dividend of ₹1.50 per share (75%) for FY 2024-25. The payment will start from February 28, 2025.

Other Companies Trading Ex-Dividend Today

Apart from the above stocks, several other companies will also trade ex-dividend today. These include Saven Technologies Ltd, Amrutanjan Health Care Ltd, Carborundum Universal Ltd, Fineotex Chemical Ltd, Greenpanel Industries Ltd, Honda India Power Products Ltd, IOL Chemicals & Pharmaceuticals Ltd, Maithan Alloys Ltd, Precision Wires India Ltd, and Suprajit Engineering Ltd.

Investors tracking dividend-paying stocks should keep an eye on these companies as they go ex-dividend today.

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.

Stock markets are likely to be impacted today, as reflected in GIFT Nifty futures, which were down 31.4 points at 22,995 around 7:40 AM. In the last session, the Sensex closed at 75,996.86, gaining 57.65 points (0.08%), while the Nifty50 settled at 22,959.50, up by 30.25 points (0.13%).

ABB India

ABB India reported a net profit of ₹528.41 crore for Q4, a sharp decline from ₹33,868 crore a year earlier. Revenue for the quarter increased to ₹3,364.93 crore from ₹2,757.49 crore in the previous year.

Bharti Airtel

Bharti Airtel announced the landing of its 21,700 km-long SEA-ME-WE 6 submarine optical fibre cable in Chennai, enhancing global connectivity.

Texmaco Rail Engineering

Texmaco Rail Engineering foresees a short-term slowdown in wagon order growth due to rising congestion in both freight and passenger train networks.

Vedanta

Creditors are set to deliberate on Vedanta’s planned demerger into 5 independent businesses this Thursday.

NTPC

NTPC aims to develop 30 GW of nuclear power capacity over the next 20 years, with an estimated investment of $62 billion.

Paytm

Paytm Services Private Ltd, a subsidiary of Paytm, has partnered with SBI Mutual Fund to introduce ‘JanNivesh ₹250 SIP,’ allowing users to start investing with just ₹250.

SBI Card

SBI Card’s board has approved an interim dividend of ₹2.5 per share (face value ₹10), with February 25, 2025, set as the record date for eligibility.

Power Grid

Power Grid emerged as the successful bidder under Tariff-Based Competitive Bidding for developing a new pooling sub-station in Karnataka, alongside ICT augmentation work at existing and under-construction sub-stations in Rajasthan.

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.

The Indian stock market has been facing a continuous decline for the past 9 sessions, with both the Nifty 50 and BSE Sensex experiencing significant losses. The Nifty 50 hit a low of 22,725, while the BSE Sensex fell to 75,294, losing over 3,000 points. Experts attribute this prolonged sell-off to 5 crucial factors:

Economic Uncertainty

Market sentiment has been negatively impacted by global events, including fears of a trade war after US President Donald Trump’s announcement of new tariffs on US trading partners. This has increased anxiety in the market, contributing to the ongoing decline.

US Banks Moving Gold from London to New York

As a result of concerns over potential tariffs on gold exports from Europe, US banks are moving billions of dollars worth of gold to New York. This has caused investors to shift their focus from equities to gold, adding further pressure on the Indian stock market.

Disappointing Q3 FY25 Earnings

The third-quarter earnings for FY25 were disappointing, with weak profit growth in key indices like Nifty and BSE500. This led to downgrades and a sell-off, especially in mid and small-cap stocks, which have fallen 15.6% since the start of the year.

High Valuations Ahead of the New Fiscal Year

The Nifty is currently trading at a price-to-earnings (P/E) ratio of 19.3x, near its long-term average. While small and mid-cap stocks have seen a sharp correction, the overall market remains highly valued, which has raised concerns about a potential further decline.

Selling by Foreign Institutional Investors (FIIs)

Foreign Institutional Investors (FIIs) have sold over ₹29,000 crore worth of Indian stocks by February 14, 2024. On the other hand, DIIs (Domestic Institutional Investors) have been buying less, signalling a lack of confidence and a reluctance to invest heavily before the fiscal year ends.

This combination of global and domestic factors is contributing to the continued weakness in the Indian stock market.

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.

Shares of One 97 Communications, the parent company of Paytm, rose 3.7% on Monday, February 17, 2025, reaching an intraday high of ₹751 on the BSE. The stock saw buying interest after its subsidiary, Paytm Cloud Technologies, completed the acquisition of a 25% stake in Seven Technology LLC.

At 12:13 PM, Paytm share price was trading at ₹736, up 1.67%, while the BSE Sensex was down 0.39% at 75,642.44. Paytm’s market capitalisation stood at ₹46,932.33 crore. The stock’s 52-week high is ₹1,063, and its 52-week low is ₹310.

Acquisition Details

Paytm Cloud Technologies completed the transaction on February 13, 2025, at 9:09 PM IST, as per the company’s filing. Earlier, Paytm had announced an investment of $1 million (₹8.7 crore) for acquiring a 25% stake in Seven Technology LLC, a Delaware-based company.

The board of Paytm Cloud Technologies approved the investment on February 3, 2025, at a meeting held at 8:15 AM IST.

About Seven Technology LLC

Seven Technology LLC is the parent company of Dinie Correspondente Bancário e Meios de Pagamento Ltd. (Dinie), a Brazil-based fintech startup. Dinie focuses on embedded finance solutions, allowing digital and e-commerce platforms to offer financial services to micro, small, and medium enterprises (MSMEs) in Brazil. With this acquisition, Seven Technology LLC and Dinie will become Paytm’s associate companies.

Other Developments

Last year, One97 Communications Singapore approved the sale of Stock Acquisition Rights (SARs) in Japan-based PayPay Corporation. Paytm’s Singapore unit initially acquired these SARs in September 2020.

Stock Performance Over the Past Year

In the last 12 months, Paytm shares have surged 102%, significantly outperforming the BSE Sensex’s 4.4% gain.

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.

Mahindra & Mahindra (M&M) shares fell 5% today to ₹2,692.75 on the BSE in early Monday trading, experiencing heavy volumes. 

At 10:06 AM, M&M was the top loser on both the BSE Sensex and Nifty 50 indices, with a 4.6% decline compared to a 0.73% dip in the benchmarks. This marks the sixth consecutive day of losses, with M&M down 13% over this period. The stock has fallen 15% from its peak of ₹3,276.30 on February 10, 2025. However, over the past year, M&M has outperformed the market, rising 52% versus the BSE Sensex’s 3.8% gain.

Mahindra Lifespace Developers Raises Funds

On February 13, Mahindra Lifespace Developers Limited (MLDL), a subsidiary of M&M, announced a ₹1,500 crore rights issue to raise funds for reducing debt and supporting future growth. M&M holds a 51.15% stake in MLDL. MLDL shares hit a 52-week low of ₹345.95, falling 49% from their 52-week high of ₹679.15 in April 2024. MLDL’s real estate footprint spans 39.44 million sq. ft. across 7 Indian cities, and the company is developing over 5,000 acres in industrial and residential clusters.

Electric Vehicle Launches and Strong Demand

In a separate announcement on February 14, M&M reported record bookings for its new electric SUVs, the XEV 9e and BE 6, which together garnered 30,179 bookings on the first day, totalling ₹8,472 crore in booking value (ex-showroom price). The XEV 9e accounted for 56% of the bookings and the BE 6 for 44%, with 73% of customers opting for the premium variant. M&M’s electric SUVs, unveiled in November 2024, have attracted significant attention, signalling rising demand for premium EVs in India. Deliveries are expected to begin in mid-March 2025, and M&M is planning to produce about 5,000 EV units per month initially.

About Mahindra & Mahindra

Mahindra & Mahindra, an Indian automobile manufacturer based in Mumbai, Maharashtra, was founded in 1945 as Mahindra & Mohammed before being renamed Mahindra & Mahindra.

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.