Macrotech, Godrej Properties, Prestige Estates Drive Realty Index Surge by Over 2%

Real estate stocks experienced a strong rally in Wednesday’s intraday session, outperforming the broader market. The BSE Realty Index saw an impressive rise of 3.66%, reaching 6,989.6 — its best session since April 15. Although the index pared back some of the gains, it still closed 3% higher on the day, compared to the slight 0.04% increase in the benchmark Nifty50 index. Despite this positive movement, the realty index has faced a 16% decline so far this year, whereas the Nifty50 has gained 3%.

Macrotech and Godrej Properties Lead the Gains

At 12:20 PM, the realty stocks that led the rally included Macrotech Developers, which gained 4.75%, and Godrej Properties, which rose 4.14%. Other top performers included Prestige Estates Projects, which gained 3.24%, Phoenix Mills, which was up 2.36%, and DLF, which saw an increase of 3.32%. Other notable gainers included Sobha Ltd, which increased by 1.99%, Brigade Enterprises, up 0.92%, and SignatureGlobal India Ltd, which gained 0.89%.

During the intraday session, Macrotech surged as much as 5.8%, while Godrej Properties climbed by 6.5%. Prestige Estates Projects saw a 4.7% gain, and DLF rose by 3.95%.

Read More, Nifty Weekly Expiry Today: RBL Bank Under F&O Ban on April 30

Impressive Financial Results Boost Investor Sentiment

  • Macrotech Developers (Lodha Group) reported a consolidated profit of ₹921.7 crore for the fourth quarter of FY25, reflecting a 38.5% year-on-year (YoY) growth. The company’s revenue for Q4 FY25 reached ₹4,224.3 crore, marking a 5.12% rise YoY. The company’s total expenses for the quarter amounted to ₹3,233.1 crore, a modest 0.9% increase from the previous year, primarily driven by project costs.

  • Prestige Estates Projects is targeting ₹12,000 crore in revenue from a major 62.5-acre township development in Ghaziabad, signalling the company’s entry into the rapidly growing residential market in Delhi-NCR. In addition to this, the company is also developing a commercial project at Delhi’s Aerocity. In a regulatory filing on Tuesday, Prestige Estates announced the launch of the first phase of its ‘The Prestige City, Indirapuram’ township. As part of its expansion, the company extended a corporate guarantee of up to ₹750 crore to its subsidiary.

  • Godrej Properties reported strong performance with a 7% rise in sales bookings, totalling ₹10,163 crore for the fourth quarter of FY25, a new record for the company. For the full financial year 2024-25, sales bookings surged by 31% to ₹29,444 crore. With bookings approaching ₹30,000 crore, Godrej Properties is on track to become the largest listed real estate firm by sales bookings for the year.

This robust performance across key real estate players has increased optimism in the sector.

Conclusion

The strong Q4 performance by top real estate companies like Macrotech Developers, Godrej Properties, and Prestige Estates Projects has reignited investor interest in the sector. As demand in key markets like Delhi-NCR gains momentum, the sector may see continued traction in the coming quarters.

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.        

Varun Beverages Delivers 33.5% PAT Growth in Q1 CY2025 on Strong Volume Surge

Varun Beverages reported strong financial results for Q1 CY2025, with revenue increasing by 28.9% year-on-year (YoY) to ₹55,669.4 million, up from ₹43,173.1 million in Q1 CY2024. The company also saw its consolidated sales volume grow by 30.1%, reaching 312.4 million cases in Q1 CY2025, compared to 240.2 million cases in the same period last year. This growth was driven by a 15.5% increase in volume from India and additional volume contributions from South Africa and the Democratic Republic of Congo (DRC).

Profit and Margins

Net profit for the quarter grew by 33.5% YoY, reaching ₹7,313.6 million, up from ₹5,479.8 million in Q1 CY2024. The increase was attributed to strong volume growth and lower finance costs. EBITDA also rose by 27.8%, reaching ₹12,639.6 million. However, gross margins declined by 171 basis points to 54.6%, largely due to the lower-margin products in South Africa and a higher mix of carbonated soft drinks (CSD) in India.

Read More, Nifty Weekly Expiry Today: RBL Bank Under F&O Ban on April 30

Product Mix and Expansion

In Q1 CY2025, the share of low-sugar/no-sugar products in consolidated sales volume increased to 59%. The company also started operations at new greenfield production facilities in Kangra (Himachal Pradesh) and Prayagraj (Uttar Pradesh). Additionally, Varun Beverages expanded its presence in the snack food sector by beginning the distribution and sale of PepsiCo’s snack products in Zimbabwe and Zambia.

Interim Dividend

The Board of Directors declared an interim dividend of ₹0.50 per share (25% of face value). The total cash outflow from this dividend is expected to be around ₹1,691 million.

Key Developments

  • New production facilities were commissioned in Kangra and Prayagraj, while backward integration facilities were set up at both locations and in DRC.

  • Varun Beverages began distributing PepsiCo’s snack products in Zimbabwe and Zambia starting from February 2025.

  • The company’s credit rating was upgraded by CRISIL from AA+/Stable to AAA/Stable.

About Varun Beverages Limited

Varun Beverages Limited is a multinational company based in India that produces, bottles, and distributes beverages. It is the largest bottler of PepsiCo products globally, outside the U.S.

As of April 30, 12:52 PM IST, Varun Beverages share price (NSE: VBL) was trading at ₹528.35, down 0.15%. The stock opened at ₹529.00, touched a high of ₹537.00 and a low of ₹507.10 during the session. The company has a market capitalisation of ₹1.79 lakh crore, a price-to-earnings (P/E) ratio of 66.50, and offers a dividend yield of 0.19%. Its 52-week high is ₹681.12, while the 52-week low stands at ₹419.55.

Conclusion

Varun Beverages delivered strong financial results in Q1 CY2025, with impressive revenue and profit growth. The company’s continued expansion in both India and international markets, along with a strong product portfolio, positions it well for future growth.

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.        

Bajaj Finserv Share Price Slides Over 6% After Strong Q4 FY25 Earnings Report

Bajaj Finserv shares dropped by 6.65% in early trading today, following the release of its earnings for the March quarter. The stock fell to ₹1,942.15, compared to the previous day’s close of ₹2,065. The company’s market cap stood at ₹3.10 lakh crore.

Earnings Overview 

For the March quarter, Bajaj Finserv reported a 14% increase in net profit, reaching ₹2,416.6 crore, up from ₹2,118.5 crore in the same period last year. Revenue for the quarter grew by 14.2%, totalling ₹36,595 crore, compared to ₹32,040 crore a year ago. Profit before tax (PBT) also saw a rise, reaching ₹6,002 crore, up from ₹5,526.54 crore in the previous year’s quarter.

Read More, Nifty Weekly Expiry Today: RBL Bank Under F&O Ban on April 30

Q4 FY25 Revenue and Dividend Announcement 

The company’s total income for Q4 increased to ₹36,596 crore from ₹32,040 crore in the previous year. Bajaj Finserv declared a dividend of ₹1 per share for the financial year ending March 31, 2025. This dividend, subject to approval at the Annual General Meeting (AGM), will be credited or dispatched by July 29, 2025. The AGM will be held on July 25, 2025.

Annual Performance 

For the entire financial year, Bajaj Finserv posted a 9% increase in net profit, amounting to ₹8,872 crore, up from ₹8,148 crore in FY24. Total revenue for FY25 surged by 21%, reaching ₹1,33,821 crore, compared to ₹1,10,382 crore in the previous fiscal year.

Increase in Expenses. 

However, the company’s total expenses for the March quarter rose by 15%, totalling ₹30,603 crore, up from ₹26,519 crore last year. Sequentially, expenses also increased by 16% from ₹26,233 crore in Q3FY25. These expenses include costs related to employee benefits, finance charges, and fees and commissions.

Conclusion

Despite a solid quarterly performance with increased profits and revenue, higher expenses led to a drop in Bajaj Finserv’s stock, reflecting market concerns over cost pressures.

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.        

RateGain Launches Smart ARI: World’s First AI-Powered Hotel Distribution Engine

On April 30, 2025, RateGain Travel Technologies Ltd., a Noida-based global provider of AI-driven SaaS solutions for the travel and hospitality industry, announced the launch of Smart ARI. This is the world’s first AI-powered ARI (Availability, Rates, and Inventory) management engine designed to help hotels send real-time ARI updates while cutting infrastructure costs for distribution partners.

Why It Matters 

According to a 2024 report by HEDNA and NYU SPS, which covered over 11,000 hotel properties, 67% of hotels struggle with updating rates and inventory across platforms. Additionally, 72% face challenges in monitoring rate parity. As hotel distribution becomes more complex, there’s a growing need for faster, more accurate systems. Current ARI processes are often slow and inefficient, requiring full data refreshes even for minor changes—leading to system slowdowns, increased costs, and booking errors.

Read More, Nifty Weekly Expiry Today: RBL Bank Under F&O Ban on April 30

How Smart ARI Works 

Smart ARI uses artificial intelligence to filter out outdated and unnecessary data in real-time. It sends only the most current and relevant updates to hotels and their distribution partners. This reduces data overload, ensures better accuracy, and improves the speed of updates. Hotels can manage rates, restrictions, and availability more efficiently, respond quicker to market changes, and avoid overbookings.

Benefits for Hotels and Partners

  • For Hotels: Improved rate accuracy, fewer errors, lower costs, and less manual work.

  • For Distribution Partners: Up to 30% less redundant data traffic, faster processing, fewer booking errors, and better performance on platforms like OTAs.

Bhanu Chopra, Founder & Chairman of RateGain, said that Smart ARI is a game-changer for hotel distribution. It tackles a long-standing issue and offers a smart, scalable solution that benefits both hotels and distribution platforms.

Smart ARI is now available to all hotels using RateGain’s connectivity platform and is already showing strong results across global markets.

About RateGain 

RateGain Travel Technologies Ltd is a global leader in AI-based SaaS solutions for the travel and hospitality sector. With more than 3,200 customers and 700+ partners across 100+ countries, the company helps hotels, airlines, car rentals, and cruise lines grow revenue by improving pricing, marketing, and distribution strategies.

RateGain Travel Technologies share price is trading at ₹440.40, down by ₹7.80 (1.74%) as of 11:42 AM IST on April 30, 2025. The stock opened at ₹450.60, reached a high of ₹450.60, and a low of ₹439.10. The company’s market capitalisation is ₹5.20K crore, with a P/E ratio of 25.69. The 52-week high and low for the stock are ₹859.00 and ₹412.85, respectively.

Conclusion

Smart ARI marks a major innovation in hotel tech, addressing long-standing inefficiencies in distribution. With AI at its core, RateGain empowers hotels to operate with greater speed, precision, and control—positioning them for stronger performance in a highly competitive 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 securities market are subject to market risks, read all the related documents carefully before investing.    

Zydus Gets USFDA Approval for Niacin Extended-Release Tablets

On April 30, 2025, Zydus Lifesciences Ltd., based in Ahmedabad, announced it has received final approval from the  USFDA (U.S. Food and Drug Administration) to manufacture and sell Niacin Extended-Release Tablets in the U.S. market. The approved doses are 500 mg, 750 mg, and 1,000 mg—similar to the brand Niaspan®.

Use of the Medicine

Niacin is used to improve cholesterol levels. It helps lower bad cholesterol (LDL), total cholesterol, triglycerides, and apolipoprotein B, while increasing good cholesterol (HDL). The drug is also prescribed to minimise the risk of heart attacks in patients with high cholesterol and a previous history of heart attacks. It can also treat patients with very high triglyceride levels.

Read More, Nifty Weekly Expiry Today: RBL Bank Under F&O Ban on April 30

Manufacturing Details

Zydus will manufacture the Niacin Extended-Release Tablets at its facility in Moraiya, Ahmedabad.

According to IQVIA data from February 2025, the U.S. market for Niacin Extended-Release Tablets is worth about USD 5.5 million annually.

Zydus’ Growing U.S. Portfolio

With this approval, Zydus now has 425 drug approvals from the USFDA. The company has filed a total of 492 Abbreviated New Drug Applications (ANDAs) since it began submissions in the 2003–04 financial year.

About Zydus Lifesciences Limited

Zydus Lifesciences Limited, previously called Cadila Healthcare Limited, is a global pharmaceutical company based in Ahmedabad, India. It mainly focuses on producing generic medicines and was ranked 100th on the Fortune India 500 list in 2020.

As of April 30, 2025, Zydus Lifesciences share price is trading at ₹896.40, with a 52-week high of ₹1,324.30 and a 52-week low of ₹795.00.

Conclusion

The approval strengthens Zydus’ position in the U.S. generics market and reflects its continued momentum in expanding its cardiovascular drug portfolio. With 425 approvals and growing, Zydus remains a key player in the global pharma landscape.

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.    

Adani Green Share Price in Focus as Promoter Converts Warrants, Infuses ₹500 Crore

Adani Green Energy shares were in the spotlight on Wednesday, April 30, after the company announced that Ardour, a promoter group entity, will convert 44.9 lakh warrants into equity shares. These shares have a face value of ₹10 each and will bring in around ₹500 crore to the company.

Background on the Warrant Issue

Back in January 2024, Adani Green had issued over 6.31 crore convertible warrants to Ardour at an issue price of ₹1,480.75 per warrant. Ardour had paid 25% of this amount upfront (₹370 per warrant) during allotment.

Read More, Nifty Weekly Expiry Today: RBL Bank Under F&O Ban on April 30.

New Capital Infusion Details

Now, Ardour has chosen to convert a portion of these warrants—44,90,416 units—into equity shares. The remaining ₹1,110.56 per warrant will be paid by Ardour, totaling a fresh investment of ₹498.68 crore.

The Management Committee of Adani Green approved this conversion in a meeting held on April 29, 2025. The newly allotted shares will be equal in status to existing shares, including dividend and voting rights.

More Warrants to be Converted by July

Ardour still holds 5.86 crore warrants, which can be converted into equity shares by July 24, 2025, in line with SEBI’s ICDR regulations.

Adani Green Energy Q4 FY25 Performance

Adani Green reported a 24% rise in net profit for Q4 FY25, reaching ₹383 crore, compared to ₹310 crore in the same quarter last year. Revenue from its main operations increased by 21.6% YoY to ₹3,073 crore, while power supply revenue saw a significant 37% growth, touching ₹2,655 crore.

Adani Green Share Price Movement

As of 10:45 AM on April 30, Adani Green Energy share price was trading at ₹914.50, down ₹7.90 or 0.86% for the day. The stock opened at ₹922.80, touched a high of ₹929.00, and hit a low of ₹911.00 during intraday trading. The company’s market capitalisation stands at ₹1.45 lakh crore, with a price-to-earnings (P/E) ratio of 115.80. It does not currently offer a dividend yield. Over the past 52 weeks, the stock has reached a high of ₹2,174.10 and a low of ₹758.00.

Conclusion

The promoter’s ₹500 crore equity infusion reflects strong backing for Adani Green’s long-term growth. Combined with robust Q4 results, this could boost investor confidence despite short-term stock volatility.

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.        

Dividend Stocks in Focus Today: ABB India, KSB, Tanla Platforms and Others

Several dividend-paying stocks, including ABB India, KSB, ACME Solar Holdings, Gujarat Intrux, Mold-Tek Packaging, and Forbes Precision Tools and Machine Parts, will be in the spotlight today, April 30, as they prepare to trade ex-dividend soon.

Understanding the Ex-Dividend Date

These companies’ shares will trade ex-dividend on Friday, May 2, 2025. This means investors who buy the shares on or after May 02, 2025 will not be eligible to receive the declared dividend. To qualify for the dividend, investors must own the shares before the ex-dividend date.

Read More, Nifty Weekly Expiry Today: RBL Bank Under F&O Ban on April 30.

Stock Market Holiday Reminder

The Indian stock markets will be closed on May 01, 2025 for Maharashtra Day, which means trading will resume on May 02, 2025.

Dividend Declarations

  • ABB India

    • Dividend Type: Final

    • Amount: ₹33.50 per share (highest among the listed)

    • Record Date: May 3, 2025

  • Gujarat Intrux

    • Dividend Type: Interim

    • Amount: ₹10 per share

    • Record Date: May 2, 2025

  • ACME Solar Holdings

    • Dividend Type: Interim

    • Amount: ₹0.20 per share

    • Record Date: May 2, 2025

  • KSB

    • Dividend Type: Final

    • Amount: ₹4 per share

    • Record Date: May 2, 2025

  • Mold-Tek Packaging

    • Dividend Type: Interim

    • Amount: ₹2 per share

    • Record Date: May 2, 2025

  • Forbes Precision Tools and Machine Parts

    • Dividend Type: Interim

    • Amount: ₹5 per share

    • Record Date: May 2, 2025

Other Notable Dividend Stocks to Watch

  • Tanla Platforms

    • Dividend Type: Interim

    • Amount: ₹6 per share

    • Ex-Dividend Date: April 30, 2025

  • Vesuvius India

    • Dividend Type: Final

    • Amount: ₹14.50 per share

    • Ex-Dividend Date: April 30, 2025

These dividend announcements make the listed stocks important to watch for income-focused investors ahead of their ex-dividend dates.

Conclusion

With several companies offering attractive dividends, investors looking for passive income should keep a close eye on these stocks ahead of their ex-dividend dates. Staying informed about record dates is crucial to ensure eligibility and maximize returns from dividend payouts.

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.      

Jana Small Finance Bank Q4 FY25 Results: Net Profit Declines 62% YoY, Interest Income Grows 8%

Jana Small Finance Bank declared its financial results for the January to March quarter (Q4) of the financial year 2024–25 on Tuesday, April 29. The bank reported a 62% decrease in its net profit, which fell to ₹123.47 crore, compared to ₹321.67 crore in the same quarter last year.

Despite this sharp decline in profit, the bank saw a rise in interest income, which went up by nearly 8% to ₹1,999.27 crore during the quarter. In comparison, the interest income was ₹1,111.84 crore in Q4 of the previous financial year.

Provisions Marginally Lower in Q4FY25

For the January–March 2025 quarter, the bank’s provisions — which are funds set aside to cover potential bad loans — stood at ₹173 crore, showing a small drop of 1.38% from ₹175.44 crore in the same period a year ago.

Banks usually reduce their provisioning when they expect fewer defaults or a drop in the number of non-performing loans. This suggests that Jana Small Finance Bank may have a more stable outlook on its loan book performance in the upcoming quarters.

Read More, Nifty Weekly Expiry Today: RBL Bank Under F&O Ban on April 30.

Rise in Non-Performing Assets (NPAs)

However, the asset quality of the bank showed some weakness during the quarter. The bank’s Gross Non-Performing Assets (GNPA) ratio increased by 60 basis points to reach 2.71% in Q4FY25, up from 2.11% in the corresponding period last year.

Similarly, Net NPA rose to 0.94%, an increase of 38 basis points from 0.56% in the same quarter of the previous financial year. This increase in both gross and net NPAs indicates a rise in stressed assets, which may be a concern for the bank’s credit health going forward.

Strong Gains Since Listing

Jana Small Finance Bank share price has delivered a strong performance in the stock market since it got listed in February 2024. The bank’s stock has returned over 20% to investors since the listing date.

Below are some recent performance statistics:

  • The stock has declined over 19% over the last one year.

  • On a year-to-date (YTD) basis for 2025, shares are up 20.11%.

  • In the last one-month period, the stock has increased 17.08%.

52-Week High and Low

According to data from the Bombay Stock Exchange (BSE), Jana Small Finance Bank shares hit a 52-week high of ₹760.85 on June 19, 2024, and a 52-week low of ₹364 on January 21, 2025. This shows high volatility in the stock price over the last year.

Share Price Movement

On April 30, at 9:32 am IST, Jana Small Finance Bank share price were trading at ₹485.00, down by ₹40.65 or 7.73% for the day. The stock opened at ₹501.00 and has touched a high of ₹503.00 and a low of ₹480.15 so far in the session. The company’s market capitalisation stood at ₹5,100 crore, with a price-to-earnings (P/E) ratio of 7.29. 

Conclusion

While Jana Small Finance Bank reported a sharp drop in net profit and a rise in NPAs for Q4 FY25, its stock performance remains resilient. The consistent growth in interest income and moderate provisioning hint at cautious optimism from the bank. Investor confidence is also evident in its steady post-listing rally. However, rising NPAs could pose challenges, and sustained asset quality will be key to its future growth trajectory.

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.       

CEAT Q4 FY25 Results: Profit Drops 8.36% Despite 14.3% Growth in Revenue

Tyre manufacturer CEAT, part of the RPG Group, reported its financial results for the fourth quarter (Q4) of FY2024- 25 (FY25). The company’s consolidated net profit fell by 8.36%, standing at ₹99.49 crore for Q4FY25. However, revenue from operations increased by 14.33%, reaching ₹3,420.62 crore during the same period.

Profit Pressured by High Raw Material Costs and Lower Margins

The decline in profit was mainly due to reduced operating margins and an increase in raw material costs, especially rubber. This affected the overall profitability, even though the revenue saw strong growth.

Read More, Nifty Weekly Expiry Today: RBL Bank Under F&O Ban on April 30.

Quarter-on-Quarter Growth in Both Profit and Revenue

When compared to the previous quarter (Q3FY25), revenue from operations grew by 3.66%, and net profit also saw a 2.45% increase, showing improvement on a sequential basis.

Annual Revenue Crosses ₹13,000 Crore, But Full-Year Profit Declines

For the full financial year (FY25), CEAT’s revenue from operations rose by 10.7%, reaching ₹13,217.87 crore, up from ₹11,943.48 crore in FY24. However, the net profit for the year declined by 26.4%, dropping to ₹472.64 crore, compared to ₹642.65 crore in the previous year.

Strong Performance in Replacement and OEM Segments

CEAT’s Managing Director and CEO, Arnab Banerjee, commented that the company was able to improve margins in Q4 compared to Q3. He highlighted the achievement of crossing ₹13,000 crore in revenue as a significant milestone. He also stated that the replacement tyre segment performed consistently well throughout the year and that the OEM (Original Equipment Manufacturer) business had a strong showing in Q4.

Selective Price Hikes Help Offset Cost Increase

CEAT took selective price increases during Q4, especially in the passenger car and two-wheeler segments, to help manage the rising rubber prices. However, the company could not completely offset the impact of increased input costs.

Cost Efficiency Plans Underway

Kumar Subbiah, CEAT’s Chief Financial Officer (CFO), explained that while the company tried to reduce the effect of raw material price increases through price hikes, some impact on margins remained. He added that CEAT is working on cost-efficiency initiatives across the value chain to restore gross margins. Future price increases will depend on how raw material trends develop.

₹946 Crore Capex to Boost Capacity

In FY25, CEAT spent ₹946 crore in capital expenditure, primarily aimed at expanding production capacity to support its growth plans for FY26. As part of its ongoing efforts to remain cost-competitive, the company also incurred an expense of ₹37 crore during the fourth quarter on a voluntary separation scheme for employees at one of its high-cost manufacturing units.

About CEAT Limited

CEAT Limited is a multinational tyre manufacturer with Italian-Indian roots and is part of the RPG Group. Originally founded in 1924 in Turin, Italy, the company now has a strong presence in international markets.

As of 9:39 am IST on April 30, CEAT share price were trading at ₹3,143.00, up ₹82.60 or 2.70% for the day. The stock opened at ₹3,045.10 and has so far touched a high of ₹3,200.00 and a low of ₹3,020.30 during the session. CEAT’s market capitalisation stands at ₹12,720 crore, with a price-to-earnings (P/E) ratio of 26.39 and a dividend yield of 0.95%. The stock’s 52-week high is ₹3,578.80, while the 52-week low is ₹2,210.15.

Conclusion

Despite facing margin pressure from rising input costs, CEAT delivered steady revenue growth in Q4 and crossed ₹13,000 crore in annual revenue. Strategic price hikes and capacity expansion signal the company’s efforts to strengthen competitiveness and sustain long-term growth.

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.      

Shipbuilding Stocks in Focus: GRSE, MDL, Cochin Rally Up to 14% on Growth Optimism

Shipbuilding stocks saw a major rally on Tuesday, with shares of state-owned shipbuilders rising by as much as 14% on the BSE, even as the broader market remained mostly flat. At 12:48 PM, the BSE Sensex was up just 0.13% at 80,420.

Mazagon Dock Shipbuilders (MDL) at All-Time High

Mazagon Dock Shipbuilders (MDL) stock touched a new high of ₹3,035, rising 9% in intraday trade. The stock surpassed its earlier record of ₹2,929.98, hit on July 5, 2024. This rise came with a more than twofold jump in trading volumes.

Read More, Tata Technologies Share Price Falls Over 5% After Block Deal, Down 50% From Listing Price. 

GRSE Stock Jumps on Strategic Lease Deal

Garden Reach Shipbuilders & Engineers (GRSE) shares rose 14% to ₹1,990, with trading volumes jumping nearly 4 times. Over 11.3 million shares were traded on NSE and BSE combined.

GRSE’s rally follows its announcement of a 30-year non-renewable lease agreement with Syama Prasad Mookerjee Port, Kolkata. The lease will give GRSE access to valuable waterfront land in Howrah, which it plans to use for shipbuilding, repairs, and other engineering activities.

Cochin Shipyard Also Sees Sharp Gains

Cochin Shipyard shares surged 11% to ₹1,667.85. Trading activity spiked nearly 5 times on this counter, with over 7.6 million shares traded on NSE and BSE.

MDL Gains 58% Since February

MDL stock has climbed 58% from its February low of ₹1,917.95. MDL stands out as the only public sector defence shipyard that builds both destroyers and submarines. It currently has the capacity to build 11 submarines and 10 warships at the same time.

In April 2025, the government sold a 3.61% stake in MDL (14.56 million shares) through an Offer for Sale (OFS) at a floor price of ₹2,525.

Government Policies Supporting Shipbuilding Sector

The Union Budget 2025–26 has introduced several measures to support the shipbuilding sector:

  • ₹25,000 crore maritime fund to boost infrastructure

  • A revised Shipbuilding Financial Assistance Policy with an outlay of ₹18,090 crore

  • Classification of large ships as infrastructure assets for easier financing

  • Customs duty exemption on parts and raw materials used in shipbuilding extended for another 10 years

Boost from ‘Make in India’ and Sagarmala Project

The Indian Navy’s Indigenisation Plan (2015–2030) encourages greater participation from the private sector to meet defence needs using cost-effective and locally built components.
The Sagarmala Project aims to boost coastal and inland waterway traffic 15 times in 20 years. This would lead to a fivefold rise in port capacity and generate more ship repair business.

ICRA: India Can Become a Shipbuilding Hub

According to ICRA, India is well-suited to become a global shipbuilding hub due to its engineering skills, long coastline, low labour costs, and strategic location. Recent legislative efforts, like the Coastal Shipping Bill 2024 and the Merchant Shipping Bill 2024, also aim to support the industry. However, ICRA notes that more support is needed in the form of increased financial aid and tax incentives to compete with other countries.

Conclusion

India’s shipbuilding sector is gaining strong momentum, backed by government reforms, defence orders, and infrastructure expansion. As companies like MDL, GRSE, and Cochin Shipyard ramp up capacities and secure strategic partnerships, the industry is well-placed for long-term growth.

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.