Archives March 2025

Nestlé India Ltd
Nestlé Brings Nespresso Boutiques to India: A Game-Changer in Premium Coffee

Business and Industry Overview: 

Nestlé has been in India since 1912. It first sold imported products in the country. After India became independent in 1947, the government wanted companies to produce goods locally. Nestlé responded by setting up its first factory in 1961 in Punjab. It helped farmers improve dairy farming. It introduced better irrigation and scientific crop management. The company also set up milk collection centers. These centers ensured fair prices for farmers. Over time, this made the region wealthier. Today, Nestlé is a well-known food and beverage company in India. It provides jobs to many people, including farmers and suppliers. The company studies changing food habits. It makes safe, nutritious, and affordable food. Nestlé also focuses on new ideas and technology. This helps in improving products and creating long-term value.Nestlé India is a key player in the food and beverage industry, offering well-known brands like Maggi, Nescafé, KitKat, and Milkmaid. The company has nine factories in India, producing a wide range of products. It has focused on innovation, launching over 130 new products in the last seven years and investing heavily in research and development. 

India’s beverage industry is growing fast. It includes both alcoholic and non-alcoholic drinks. The country has many natural resources like coffee, spices, and fruits. This makes India a key location for beverage production. The non-alcoholic drinks market is expanding quickly. It is expected to reach $88.25 billion by 2027. It is growing at a yearly rate of 18.3%. The alcoholic beverage market is also growing fast. In 2023, it was valued at $49.6 billion. By 2028, it is expected to grow to $64 billion. India has a young population. About 65% of people are under 35 years old. The middle class is also growing. People have more money to spend. They are willing to try new products. This is increasing the demand for both global and local brands. The industry is creating many jobs. Around 8 million people work in this sector. It includes farmers, supply chain workers, and retail employees. The industry also helps other businesses, such as glass manufacturing. The beverage industry accounts for 22% of India’s glass packaging market.   

Global companies are making big investments. PepsiCo, AB InBev, and Nestlé India are expanding in India. Nestlé has been in India for over 100 years. It has built a strong connection with Indian consumers. The company focuses on innovation and trusted products.  India’s beverage industry has a bright future with rich agricultural resources and strong investments. The combination of tradition, modern innovation, and sustainability will help it grow further. 

Latest Stock News: 

Recently, its stock hit a 52-week low of ₹2,118 and has fallen 2% this year. Nestlé has also started selling products directly to customers through its new online platform. With India’s food market growing fast, Nestlé’s focus on innovation and expansion can help it grow in the long run, despite the recent dip in its stock price. 

Potentials: 

Nestlé India has several plans to grow its business in the coming years. The company wants to expand its product range by introducing new food and beverage items. It is focusing on healthier options, including plant-based and nutrition-rich products. Nestlé is also increasing its investment in research and development to improve the quality and variety of its offerings. It plans to strengthen its distribution network and reach more customers in smaller towns and rural areas. The company is also investing in digital platforms to boost online sales and connect directly with consumers. Sustainability is another key focus, with Nestlé aiming to reduce plastic waste and improve water conservation. Nestlé India is forecast to grow earnings by 8.6% per year and revenue by 9.1% per year. Its earnings per share (EPS) is expected to rise by 8.9% annually. Additionally, the company’s return on equity (ROE) is projected to be 83.5% in the next three years. With India’s growing demand for packaged food and beverages, these plans can help Nestlé India grow further and stay ahead in the market. 

Analyst Insights: 

  • Market capitalisation: ₹ 2,11,825 Cr. 
  • Current Price: ₹ 2,197 
  • 52-Week High/Low: ₹ 2,778 / 2,110 
  • P/E Ratio: 67.6 
  • Dividend Yield: 0.77 % 
  • Return on Capital Employed (ROCE): 169 % 
  • Return on Equity (ROE): 135 % 

Nestlé India is a strong company with a big presence in the food and beverage market. It has been growing well, with profits increasing by 19.6% every year for the past five years. The company is almost debt-free, which makes it financially stable. It has a high return on investment, showing that it uses its money well to make profits. Nestlé India also gives good dividends to its shareholders. However, the stock price is high compared to its actual value, which means it may be expensive right now. People who want to invest for a long time can consider buying when the price drops. Those looking for quick returns may wait for a better time to invest. 

Anand Rathi Wealth Ltd
Anand Rathi Wealth: Market Leader in Wealth Management, Stock Drops 8% on 1:1 Bonus Issue Ex-Date

Business and Industry Overview: 

Anand Rathi Wealth Limited (ARWL) is a financial services company that helps wealthy individuals grow and manage their money. It is listed in the NSE 500 and has been in the wealth management business since 2002. The company focuses on creating, protecting, and smoothly transferring wealth. It follows a structured, data-backed, and transparent investment approach. 

ARWL provides wealth creation, risk management, tax planning, and estate planning services. It stands out for its clear and objective financial strategies. The company uses data analytics to make informed decisions and ensures transparency and integrity in all dealings. 

ARWL has a strong presence in 18+ locations across India and an international office in Dubai to serve global clients. The company’s relationship managers have an average tenure of 8.8 years, ensuring expertise and long-term client support. With a strong work culture and a client-first approach, ARWL makes wealth management simple, structured, and stress-free. 

India’s wealth management industry is growing fast. It is expected to grow 12-15% every year for the next five years. Earlier, people invested mostly in gold and real estate, but now they prefer financial investments. Many people from small cities and towns are also investing. More people are using online platforms and robo-advisors to manage their money. 

Wealthtech is making investments easy. It includes digital brokers, AI-based tools, and financial apps. The number of high-net-worth individuals (HNIs) is increasing, and they want better financial planning. Many people now choose managed investments because experts handle their money and reduce risks. 

However, not many Indians invest in financial products. Less than 5% of working people invest in mutual funds. This shows huge growth potential. The government and SEBI are making rules to help more people invest safely. Hybrid models that mix technology with personal advice are also becoming popular. 

With a strong economy, better digital access, and growing awareness, India’s wealth management industry will expand even more in the future. 

Anand Rathi Wealth Limited holds the largest market share of 40% in its segment. Feroze has created 3,701 financial products, out of which 1,584 have matured with an average return of 14.9% (IRR). About 94% of these matured products have successfully delivered the expected returns. 

Latest Stock News: 

Anand Rathi Wealth Limited announced a 1:1 bonus share issue, setting March 5, 2025, as the record date for eligibility. The 41.51 million bonus shares, each valued at ₹5, will be allotted on March 6, 2025, at no extra cost to shareholders. The proposal received approvals from shareholders, NSE, and BSE after being announced on January 13, 2025. This is the company’s first-ever bonus issue. 

Following this, the company’s stock fell 8% to ₹1,870 on the BSE on March 5, as it turned ex-date for the bonus issue. By 11:33 AM, it was down 5.5% at ₹1,919, while the BSE Sensex rose 0.83%. The stock had hit a 52-week low of ₹1,691.08 on January 28, 2025. On March 6, 2025, the stock was trading at ₹1,856.30, down 2.08%, with a day range of ₹1,846.00 to ₹1,907.95 and a 52-week high of ₹2,323.00. 

Over two trading days, the stock declined 10% after the company disclosed that its promoters sold 250,000 shares (0.6% stake) in the open market. Anand Rathi (100,000 shares) and Navratan Mal Gupta HUF (100,000 shares) sold shares on February 27, while 50,000 shares were sold on March 3, 2025. 

Anand Rathi Wealth is a leading wealth management firm serving high and ultra-high-net-worth individuals, with a presence in 17 Indian cities and a Dubai office. The management expects 20-25% growth in the coming years, supported by India’s economic expansion and increasing financialisation. 

For April-December FY25, the company reported ₹739 crore revenue (33% YoY growth) and ₹227 crore profit (34% YoY growth). Its assets under management (AUM) surged 39% YoY to ₹76,402 crore, and 1,785 new client families joined in the past year, bringing the total to 11,426 families. 

Potentials: 

Anand Rathi Wealth has strong potential for growth. It can expand by getting more clients, opening offices in new cities, and offering more financial services. The company wants to manage more money by adding new investors and increasing investments in equity mutual funds. It has a strong network across India and Dubai, with a team of experienced professionals. Employee turnover is low, which helps in keeping good relationships with clients. The company has won many awards for its work. Its goal is to be a leader in investment advisory and the first choice for clients. It aims to offer smart financial solutions that meet changing market needs. With a clear plan and strong leadership, Anand Rathi Wealth is in a good position to grow in the coming years. 

Analyst Insights: 

  • Market capitalisation: ₹ 15,436 Cr. 
  • Current Price: ₹ 1,859 
  • 52-Week High/Low: ₹ 2,323 / 1,691 
  • P/E Ratio: 54.5 
  • Dividend Yield: 0.37 % 
  • Return on Capital Employed (ROCE): 50.7 % 
  • Return on Equity (ROE): 40.3 % 

Anand Rathi Wealth has been growing well. Its profit has increased by 30.9% every year in the last five years. It has a strong return on equity (ROE) of 40.3%. This means the company uses its money well. Its return on capital employed (ROCE) is 50.7%, showing it is making good profits from its business. The company pays good dividends, giving 30.6% of its profits to shareholders.   

Right now, the stock price is ₹1,859. It is close to its lowest price of ₹1,691 in the last year. The highest price in the last year was ₹2,323. The stock is expensive because it trades at 27.8 times its book value. Its P/E ratio is 54.5, meaning investors are paying a high price compared to its earnings. The company is taking more time to manage its cash. Earlier, it took 115 days, but now it takes 201 days.   

The company is expected to do well in the coming months. But the stock price is high. People who already have the stock can hold it. New investors should wait for a lower price before buying. 

Hitachi Energy Ltd
Hitachi Energy India’s ₹2,000 Crore Expansion Plan – What Investors Need to Know

Business and Industry Overview: 

Hitachi Energy has been working in India for 75 years, helping to build important power and transport systems. The company started in 1949 and opened its first factory in Vadodara in 1962. Over the years, it has grown and now has 19 factories in 8 locations with 7,300 employees. 

The company plays a big role in India’s electricity and transport sectors. It helped bring HVDC technology, which improves power supply, and now more than half of India’s HVDC systems use it. In transport, it works with Indian Railways to make Scott Transformers, which help high-speed trains and metro systems. More than 90% of metro trains in India use Hitachi Energy’s power technology. 

Hitachi Energy is also focused on clean and reliable energy for the future. It was formed in 2019 as a joint venture between Hitachi and ABB Power Grids. The company provides power solutions to industries and utility companies. It continues to invest in better and greener technology to support India’s growth. 

India is one of the biggest producers and users of electricity. As of April 2024, the country has a total power capacity of 442.85 GW. More people, higher electricity use, and growing demand will increase power needs in the future. In FY23, power use grew by 9.5%, reaching 1,503.65 billion units (BU). India is also focusing on clean energy. The country plans to increase non-fossil fuel power to 500 GW by 2031-32. The government has increased funding for solar power, green hydrogen, and energy storage. To reduce coal use, 81 thermal plants will switch to renewable energy by 2026. A Rs. 9.15 lakh crore plan is in place to improve power supply and meet future needs. The power sector is attracting big investments, with US$ 18.28 billion in FDI since 2000. In the next 5-7 years, Rs. 17 lakh crore more investment is expected. India is working toward better, cleaner, and more reliable electricity.Hitachi Cooling and Heating is a well-known air conditioner brand in North India. In a highly competitive market, it has a 14% share in the B2C segment, 25% in PAC/CST, and 10% in VRF. In Rajasthan, the brand is one of the leading players, holding the same market share in these segments. This shows the company’s strong presence and growing demand for its products in the region. 

Latest Stock News: 

Hitachi Energy India Ltd’s stock rose 6.75% to ₹13,010 on the NSE, marking its third straight session of gains. Over the past year, the stock has surged 106.82%, outperforming both the NIFTY (-0.46%) and Nifty Energy index (-23.15%). In the last month, it has gained 5.91%, closely tracking the 5.96% rise in the Nifty Energy index. 

The stock’s P/E ratio is 164.73, based on earnings ending December 2024. Goldman Sachs has given a ‘buy’ rating with a target price of ₹13,350, citing strong order inflows and market dominance. Hitachi Energy holds a 50% market share in the domestic power sector and is strengthening its position by locally manufacturing 80-90% of HVDC project components under the ‘Make in India’ initiative. 

During the day, the stock rose 7.9% to ₹13,150, with trading volume at 1.2 times its 30-day average. Analysts remain positive on its growth outlook and strong order pipeline, reinforcing confidence in its future performance. 

Potentials: 

Hitachi Energy India will invest ₹2,000 crore over the next 4-5 years. This money will be used to expand its production capacity for transformers, including dry and traction transformers. It will also strengthen its high-voltage direct current (HVDC) technology. The company plans to hire and train more people to support its growing operations. Digital tools will be used to improve efficiency and flexibility. Hitachi Energy is focusing on clean energy solutions to support India’s energy transition. It will also follow sustainable practices in its products and operations. The company has been in India for 75 years and continues to play a key role in the country’s power sector. 

Analyst Insights: 

  • Market capitalisation: ₹ 57,283 Cr. 
  • Current Price: ₹ 13,516 
  • 52-Week High/Low: ₹ 16,550 / 6,267 
  • P/E Ratio : 183 
  • Dividend Yield: 0.03 % 
  • Return on Capital Employed (ROCE): 17.8 % 
  • Return on Equity (ROE): 12.7 % 

Hitachi Energy has strong growth potential with a dominant market position and a ₹2,000 crore investment plan to expand transformer production, HVDC capabilities, and digitalization. It benefits from India’s clean energy push and government support. However, the stock is highly overvalued with a P/E ratio of 183, low ROE of 12.7%, and weak dividend payouts. While order inflows are strong, valuation concerns and market volatility pose risks. Investors should HOLD if already invested but wait for a price correction before entering, as the stock is expensive at current levels.

Mangalam Global Ltd
Mangalam Global Enterprise: Rapid Growth, Stock Split, and Future Outlook in India’s Oilseed Industry

Business and Industry Overview: 

Mangalam Global Enterprise Ltd (MGEL) is an Indian company that makes and sells oils, seeds, and farm products. It was started in 2010 and is part of the Mangalam Group, which has been in business since 1942. The company processes castor, soybean, mustard, and cotton seeds. It also works with wheat, rice, and cotton. MGEL has factories in India and supplies products to both Indian and international markets. It sells edible oils under the brand name LAGNAM. The company also provides agency services. Over the past three years, MGEL has grown in revenue and profit. It has a high promoter holding, which shows strong support from its owners. However, its profit margins have been low over the past five years. MGEL has international branches, helping it expand its business and reach more customers. 

India is the fourth largest oilseeds producer in the world. It has 20.8% of the total area under cultivation globally, accounting for 10% of global production. The country produces Groundnut, Soybean, Sunflower, Sesamum, Niger seed, Mustard, And Safflower oilseeds. 

Incorporated in 2010, Mangalam Global Enterprise Limited is set up by the Ahmedabad based Mangalam group. It is mainly engaged in the business of manufacturing refined castor oil, first stage grade (F.S.G.), castor de-oil cake, and high-protein castor De-Oiled Cake for domestic and international markets. 

India’s oilseed industry is growing. Most farmers depend on rainfall, which affects production. To improve this, the government is helping with better technology and support. India produces large amounts of oilseeds like mustard, groundnut, and sesame. Major producing states include Rajasthan, Madhya Pradesh, Gujarat, and Maharashtra. India also exports oilseeds to many countries, including the USA and China. The government is working to increase production and reduce imports. It is also helping farmers with better seeds and farming methods. A special council is helping improve quality and boost exports.  

Mangalam Global Enterprise Ltd. (MGEL) has increased its market share from 0.54% to 1.36% in five years. Market share shows how much of the total industry sales a company earns. MGEL’s revenue has grown at 36.6% per year, higher than the industry average of 8.56%. Its net income has also grown at 54.03% per year, much higher than the industry average of 0.7%. In September 2024, MGEL’s promoters held 72.01% of the company. You can check MGEL’s market share on websites like Tickertape, Finology Ticker, and Value Research. 

Latest Stock News: 

The company on 13 January 2025 had Approved Sub-division / Split of existing 1 (One) Equity Share of face value of ₹2/- (Rupees Two only) each fully paid up, into 2 Equity Share of face value of ₹1 (Rupees One only) each fully paid up, subject to the approval of the shareholders of the Company, through Postal Ballot and regulatory/statutory approvals as may be required. The record date of Tuesday, March 04, 2025 had been set by Mangalam Global Enterprise Ltd to determine the eligibility of members for the purpose of Sub Division/split of every 1 (One) equity Share of face value ot Rs.2/- each into 2 (Two) Equity Shares of Rs. 1/- each. This needs approval from shareholders and regulators. The stock price has increased a lot in recent months. It went up by 27% in one month and 54% in one year. Even after this rise, the stock price is still lower than many other companies in India.   

The company’s earnings have grown very fast. Last year, its earnings increased by 74%. Over the last three years, earnings have grown by more than 1,800%. This is much higher than the market’s expected growth of 25% for the next year. Normally, such strong growth leads to a higher stock price. But some investors think this fast growth may not continue.   

Even though the stock price is rising, some investors are selling at lower prices. This could mean they are unsure about future earnings. Before making an investment, it is important to check all risks and understand the company’s future potential. 

Potentials: 

Mangalam Global Enterprise Ltd. has been growing fast. Its earnings increased by 74% last year and over 1,800% in three years. This shows the company is expanding. It operates in edible oils, agriculture, and exports, which are always in demand. The company also decided to split its shares, making them more affordable for investors. Even after a recent price jump, the stock is still cheaper than many others in the market. Some investors think future growth may slow down, so it is important to check both risks and opportunities before investing. 

Analyst Insights: 

  • Market capitalisation: ₹ 534 Cr. 
  • Current Price: ₹ 16.1 
  • 52-Week High/Low: ₹ 17.0 / 8.64 
  • Dividend Yield: 0.06 % 
  • P/E Ratio: 18.2 
  • Return on Capital Employed (ROCE): 14.1 % 
  • Return on Equity (ROE): 14.7 % 

The company has shown strong growth in both profit and sales over the years. It has also reduced its debt, which makes its financial position better. The stock price is near its highest level in the past year, showing strong investor interest. The company is expected to perform well in the coming quarters. However, there are some risks. It has liabilities that could affect its financial health in the future. Its return on equity is low, which means it is not using its funds very efficiently. The stock is also trading at a higher price compared to its actual value. Investors who already own the stock can hold it. New investors may wait for a better price before buying. 

Asian Paints Ltd
Breakdown Stocks: How to Trade Asian Paints After Hitting a Fresh 52-Week Low?

Business and Industry Overview: 

Asian Paints is the largest paint company in India. It makes and sells paints, coatings, and home décor products. The company started in 1942 in Mumbai. It grew quickly and became India’s top paint maker by 1967. Over the years, it expanded to other countries. It bought many paint companies to grow its business. Asian Paints also entered the home décor market. It sells kitchen and bathroom products. The company also provides interior design services. It even started selling decorative lighting. The founders’ families still own a big part of the company. Asian Paints continues to grow and reach more customers worldwide. 

The Indian paint industry grew well in FY’22 and FY’23 but is now facing tough challenges. Competition has increased, and profit margins are under pressure. Established companies like Asian Paints, Berger Paints, and Kansai Nerolac saw revenue growth slow to 4% in FY’24, much lower than the 14-15% annual growth seen earlier. The slowdown happened because companies reduced prices due to lower raw material costs and more sales of lower-priced products.   

In the first half of FY’25, revenue was further hit by tough competition, elections, and extended monsoon rains. New players like JSW Paints and Grasim Industries are expanding aggressively. They are adding new factories, more dealers, and larger sales teams. This has forced older companies to spend more on advertising and promotions, which is affecting their profits.   

Operating margins, which were around 18% in past years, dropped to 16% in early FY’25. Experts expect margins to fall further to 14% by FY’26 because of pricing pressures. However, gross margins are expected to stay stable at around 40% due to recent price hikes of 1.5-2.5%. The share of organized players is likely to rise to 80% in the coming years as more factories open.   

Decorative paints make up about 70-75% of total demand, driven by repainting, urbanization, and higher incomes. Industrial paints account for 25-30% of demand, supported by sectors like automobiles, oil and gas, and infrastructure. Despite challenges, the industry is expected to grow by 8-10% annually, though profits may be lower than before. 

Latest Stock News: 

Asian Paints’ stock fell to its lowest price in a year at ₹2,124.75 but later recovered, rising over 2% by noon. The drop happened after a well-known financial expert advised investors to avoid the stock due to uncertainty in demand. JPMorgan, a leading brokerage firm, has an “underweight” rating on the stock and set a target price of ₹2,300, expecting only a 5.5% increase.   

The paint industry has been struggling, with most companies seeing slow sales growth in the last quarter. One new competitor, Birla Opus, has gained a mid-single-digit market share, increasing competition. Analysts say weak demand, trade de-stocking, and heavy discounts have hurt sales. However, they expect pricing to improve as previous price cuts settle.   

Despite the slight recovery, many analysts remain cautious. Out of 40 analysts covering the stock, 19 recommend selling, 11 suggest holding, and only 10 have a buy rating. The stock has dropped 36% from its peak of ₹3,394. Experts suggest investors wait for clearer signs of demand growth before making a decision. 

Potentials: 

Asian Paints has outlined major expansion plans to strengthen its business and reduce costs. The company is setting up a large paint manufacturing plant in Madhya Pradesh with an investment of ₹2,000 crore. This facility will take about three years to become operational and will increase its production capacity.   

To lower costs and reduce dependence on imports, Asian Paints is also investing ₹2,100 crore in manufacturing key raw materials used in paints. This move will improve profit margins and ensure a steady supply of materials.   

Additionally, the company is expanding internationally by setting up a white cement plant in the UAE with an investment of ₹550 crore. This plant will support the production of putty and other related products.   

Through these investments, Asian Paints aims to expand its market reach, improve efficiency, and remain competitive in the growing paint industry. 

Analyst Insights: 

  • Market capitalisation: ₹ 2,07,666 Cr. 
  • Current Price: ₹ 2,165 
  • 52-Week High/Low: ₹ 3,395 / 2,125 
  • P/E Ratio: 47.6  
  • Dividend Yield: 1.54 % 
  • Return on Capital Employed (ROCE): 37.5 % 
  • Return on Equity (ROE): 31.4 % 

Asian Paints is a strong company with consistent profit growth, a high return on equity (ROE) of 27.8% over three years, and a return on capital employed (ROCE) of 37.5%. It has been paying out 59.7% of its profits as dividends, making it attractive for long-term investors. However, the stock is expensive, trading at 11.5 times its book value, with a high P/E ratio of 47.6, suggesting it may not offer good returns at current levels. While the company has delivered a strong 20.5% CAGR profit growth over the last five years, the increasing competition and pricing pressures may impact future earnings. Existing investors should hold, but new investors should wait for a better entry price as the stock is currently overvalued. 

Coastal Corporation Ltd
Coastal Corporation Sees Uptick in Shrimp Exports as US Demand Rises by 10%

Business and Industry Overview: 

Coastal Corporation Ltd is an Indian seafood company with over 40 years in the business. It was started in 1981 and focuses on processing and exporting shrimp. The company sells its products to countries like the USA, Europe, Canada, UAE, Saudi Arabia, Australia, Hong Kong, Korea, and China.  It deals with both sea-caught and farmed shrimp. It offers different types like Vannamei and Black Tiger shrimp. The shrimp are sold in raw, cooked, and frozen forms. The company also makes products like breaded shrimp, tempura, sushi shrimp, and shrimp rings. These are sold under brand names like Coastal, Coastal Premium, Coastal Gold, Jewel, and President.  The company has modern processing units in Andhra Pradesh and follows strict quality checks to ensure its products are fresh and safe. Coastal has important food safety certifications, including FDA, BRC, BAP, HACCP, Halal, and FSSAI.  In December 2024, the company decided to split its shares. This will make them more affordable and improve trading. Coastal also owns other seafood businesses like Continental Fisheries India and Seacrest Seafoods. These help the company grow and reach more markets.  Coastal Corporation is focused on quality and exports. It is a well-known name in the seafood industry. 

India’s seafood exports have grown by 30.81% in the last five years. This happened because of more production and government support. In 2019-20, India produced 141.64 lakh tonnes of seafood and exported 13.29 lakh tonnes. By 2023-24, production is expected to reach 182.70 lakh tonnes, with exports at 18.19 lakh tonnes. The USA buys the most seafood from India. Other big buyers are China, Japan, Vietnam, and Thailand. India’s seafood exports have also earned more money over the years. In 2022-23, exports were worth ₹63,969.14 crore. The government has helped by improving seafood farming and storage. It has also reduced taxes on fish feed to lower costs. Exporters get benefits to sell more seafood in other countries. Today, India exports seafood to 132 countries. With this growth, India is becoming a major player in the seafood market. Coastal Corporation Limited is among top ten player in Shrimp processing and distribution industry worldwide. 

Latest Stock News: 

Coastal Corporation Ltd has decided to split its shares in a 1:5 ratio. This means one share of ₹10 will turn into five shares of ₹2 each. The company has set March 4, 2025, as the record date for this change.  Coastal Corporation is a seafood company and trades as a penny stock on the BSE. Its market value is ₹279.47 crore. The stock recently hit a 52-week low of ₹201.90. Its highest price in the last year was ₹322.45. It is currently trading at ₹208.65.  The stock split will make shares cheaper and easier to buy. After the split, shareholders will get five shares for every one they own. But the total value of their investment will remain the same. The share price will also adjust, becoming one-fifth of the original price.  The company is facing financial troubles. Its profits are falling, debt is high, and returns for investors are low. This has led to poor stock performance.  Coastal Corporation has been in the seafood business for 40 years. But despite its experience, the company’s stock has been struggling. 

Coastal Corporation’s subsidiary, Coastal Biotech, has started testing a boiler at its ethanol plant in Odisha. The company expects to start ethanol production before the end of the financial year.   

Potentials: 

India’s seafood industry is growing fast. The country has a long coastline and plenty of marine resources. Global demand for seafood is increasing, and India is one of the top exporters. In 2023-24, seafood production is expected to reach 182.70 lakh tonnes, with exports at 18.19 lakh tonnes. The biggest buyers of Indian seafood are the USA, China, Japan, Vietnam, and Thailand. In 2022-23, India’s seafood exports were worth ₹63,969.14 crore. The government is helping the industry by improving infrastructure, reducing taxes on fish feed, and offering export benefits.  Coastal Corporation Ltd is a major seafood exporter. Its profits are rising, and it is making better margins. The company’s stock has a low price-to-earnings (PE) ratio, which may attract investors. It exports seafood to the USA, Europe, Canada, and other countries. As seafood demand grows, the company has a chance to sell more products and increase revenue.  However, there are some challenges. Foreign investors have reduced their stake in the company, which may affect market confidence. The company’s stock is also below its 200-day moving average, showing weak market trends. Coastal Corporation Ltd follows strict quality standards and eco-friendly methods. Its processing plants have important certifications and follow rules set by the European Union, USFDA, and MPEDA. With strong quality control and growing demand, the company has a good chance to expand its business and strengthen its market position. 

Analyst Insights: 

  • Market capitalisation: ₹ 317 Cr. 
  • Current Price: ₹ 47.4 
  • 52-Week High/Low: ₹ 64.8 / 40.2 
  • Dividend Yield: 0.51 % 
  • Return on Capital Employed (ROCE): 4.59 % 
  • Return on Equity (ROE): 1.79 % 

Coastal Corporation Ltd. is not a strong buy right now. The company’s sales have been declining, and its profits are low. It has a weak return on investment, and its debt payments are a concern. Customers are taking longer to pay, which affects cash flow. On the positive side, it pays regular dividends and is expected to have a good quarter. The stock price is close to its actual value, but the company needs to improve its growth and profits. Long-term investors may want to sell, while short-term traders can hold for now. 

DSP ETF Mutual Fund
DSP ETF Mutual Fund: A Smart, Low-Cost Investment for Long-Term Growth

Business and Industry Overview

DSP ETF Mutual Fund is a part of DSP Mutual Fund. It provides Exchange-Traded Funds (ETFs) that follow stock market indices. One of its main products is the DSP Nifty 50 ETF. This fund allows people to invest in the top 50 companies in India that are listed on the National Stock Exchange (NSE). The goal of this fund is to match the performance of the Nifty 50 Index. It does this by investing in the same companies as the index. Since this is a passive fund, it does not require much management. This keeps the costs low. ETFs like DSP Nifty 50 ETF offer diversification (spreading risk by investing in many companies), transparency (investors can see exactly where their money is going), and liquidity (investors can buy and sell easily). These benefits make ETFs popular among both small and big investors. ETFs are becoming more popular because they are low-cost and simple to invest in. Many investors prefer them over mutual funds that require active management. Other big ETF providers in India include Nippon India ETF, ICICI ETF, SBI ETF, and HDFC ETF. The stock market regulator, SEBI, is making new rules to ensure more transparency and lower costs for investors. Because of this, more people are choosing ETFs over actively managed funds. However, since ETFs follow the market, their performance depends on market conditions. If the market falls, the ETF will also lose value. 

Latest MF News 

DSP Mutual Fund has introduced India’s first Nifty Top 10 Equal Weight Index Fund and ETF. This fund invests equally in the top 10 biggest companies in the Nifty index, based on their market value. The fund’s goal is to take advantage of these large companies, which are better priced compared to others. This can offer a safer and smarter investment strategy. 

The New Fund Offer (NFO) opens on August 16 and closes on August 30. The minimum investment is ₹100 for the Index Fund and ₹5,000 for the ETF. The fund is managed by Anil Ghelani and Diipesh Shah. It follows an equal-weight strategy, which means each of the 10 companies gets an equal share of the investment. 

The expense ratio (management cost) is 1% for the regular plan, 0.25% for the direct plan, and 0.2% for the ETF. Experts believe this fund can help reduce losses in market downturns and provide strong long-term returns. It is a good option for investors who want steady growth and lower risk compared to investing in smaller companies. However, returns may be slightly different from the index due to tracking errors (small differences in fund performance compared to the actual index). 

Potentials

Future Growth and Opportunities 
DSP Mutual Fund can grow by starting new ETFs in different sectors like banking and technology. More big investors, like banks and pension funds, are putting their money into ETFs. This is making ETFs more popular. Many small investors are also using Systematic Investment Plans (SIP) to invest in ETFs. This helps the ETFs grow steadily and stably. ETFs are becoming very popular worldwide, and Indian ETFs like DSP can also benefit from this trend. 

Risks in Investing 

Investing in DSP Nifty 50 ETF has some risks. Market risk means that if the Nifty 50 index goes down, this ETF will also lose value. There is also tracking error, which means the ETF may not exactly match the Nifty 50 because of extra costs and small differences in trading. Another risk is high competition. Many companies offer ETFs, and DSP must compete to attract more investors. Lastly, there is liquidity risk. This means there may not always be enough buyers and sellers in the market. This can make it difficult to sell the ETF at the expected price. 

Analyst Insights

The DSP Nifty 50 ETF is a safe and reliable investment for people who want to grow their money with the market at a low cost. It is easy to invest in, low-cost, and provides diversification. However, it is not for short-term traders who want quick profits. If you are a long-term investor, this ETF can be a great addition to your portfolio.

Buy, Hold, or Sell?

🔹 Buy if you’re looking for a simple, low-cost, and long-term investment with steady growth.
🔹 Hold if you already own the ETF and want consistent returns without actively managing stocks.
🔹 Sell if you prefer higher returns through active trading or seek quick profits.

Hindustan Unilever Ltd
Hindustan Unilever: Declines for Fifth Straight Session – Market Trends & Investment Outlook

Business and Industry Overview

Hindustan Unilever Limited (HUL) is one of India’s biggest companies. It makes everyday products like soaps, shampoos, and food items. HUL is a part of Unilever, a global company. It sells many well-known brands. Some of them are Lifebuoy, Dove, Lux, Surf Excel, Rin, and Pepsodent. It also makes food and drinks like Lipton tea, Knorr soups, and Kissan ketchup. It makes products in India and sells them across the country. It reaches both cities and villages. It sells through shops, supermarkets, and online stores. HUL is a market leader in the fast-moving consumer goods (FMCG) industry. It competes with other companies like ITC, Nestlé, and Procter & Gamble. It makes profits by keeping costs low and selling in large numbers. HUL is working on being more eco-friendly. It is reducing plastic waste and using less water in making products. HUL is a strong and trusted company in India. It makes products that people use daily. It continues to grow by reaching more customers and improving its products. 

Hindustan Unilever Limited (HUL) is a big company in India that makes everyday products. It has three main business areas: Home Care, Beauty & Personal Care, and Foods & Refreshments. In Home Care, it sells washing powders like Surf Excel, Rin, and Wheel, and cleaners like Vim and Domex. In Beauty & Personal Care, it offers soaps like Lux and Lifebuoy, shampoos like Sunsilk and Clinic Plus, creams like Pond’s and Lakmé, and toothpaste like Pepsodent and Closeup. In Foods & Refreshments, it sells tea like Brooke Bond, coffee like Bru, health drinks like Horlicks and Boost, and ice cream like Kwality Wall’s. HUL sells its products in shops, supermarkets, and online. It also works on eco-friendly and social projects.  

CRISIL forecasts 7-9% revenue growth for the FMCG sector in the current FY25, driven by increased volume and rural demand recovery. The Fast-moving consumer Goods (FMCG) sector is India’s fourth-largest sector and has been expanding at a healthy rate over the years because of rising disposable income, a rising youth population, and rising brand awareness among consumers. With household and personal care products accounting for 50% of FMCG sales in India, the industry is an important contributor to India’s GDP. HUL is one of the largest companies in the FMCG industry in India, with 30.35% of the market share.  

Latest Stock News

Hindustan Unilever Ltd. (HUL) shares have been falling recently. On Tuesday, the stock dropped by 1.8% to ₹2,138.8, its lowest price in the past year. In the last five trading days, it has fallen by nearly 5%, and in the past month, it has lost about 12%. This decline happened because the overall stock market has been weak, affecting even stable sectors like FMCG (Fast-Moving Consumer Goods).   

On Monday, HUL’s stock price closed at ₹2,176.95, down by 0.68%. The BSE SENSEX index, which tracks the overall market, also fell by 0.15%. HUL’s stock is currently 28.26% lower than its highest price in the past year (₹3,034.50), which it reached on September 23.   

Compared to some of its competitors on Monday, HUL had mixed performance. Jyothy Laboratories fell by 2.23%, Procter & Gamble Hygiene & Health Care dropped 0.51%, and Godrej Consumer Products lost 0.68%.   

The trading volume for HUL was 153,148 shares, which is much higher than its 50-day average of 77,407 shares. This means more people were buying and selling the stock than usual. 

Potentials

Hindustan Unilever Ltd. (HUL) has big plans for the future. It wants to grow by using digital tools, focusing on sustainability, and making better products. HUL is using technology to understand customers, improve sales, and deliver products faster.  The company is working to protect the environment. It plans to use solar energy, save water, and reduce plastic waste. HUL also wants to make more beauty and food products. It is offering premium and healthier options for customers.  HUL is improving its factories with new machines and smart technology. This will help make products faster and reduce waste. The company is also helping rural women start small businesses through its “Shakti” program.  HUL is changing to meet the needs of modern India. It is using data to make smart decisions and adding sustainability to all parts of its business. By 2039, HUL wants to have zero pollution and be fully eco-friendly. 

Analyst Insights

  • Market capitalization:₹ 5,05,068 Cr. 
  • Current Price: ₹ 2,150 
  • 52-Week High/Low:₹ 3,035 / 2,137 
  • P/E Ratio:48.7 
  • Dividend Yield: 1.96 % 
  • Return on Capital Employed (ROCE): 27.2 % 
  • Return on Equity (ROE): 20.2 % 

Hindustan Unilever Ltd. (HUL) is a strong and stable company with almost no debt and high profits, making it a good long-term investment. It pays high dividends, meaning investors regularly earn returns. However, the stock is expensive compared to its actual value, and its sales growth has been slow over the past five years. The stock price is also near its lowest point in the last year, showing weak demand. Because of this, holding the stock is best. If you already own it, keep it, but if you are a new investor, wait for a better price before buying. 

Dabur India Ltd
Dabur India Ltd: Buy Target at ₹597. Hits 52-Week Low Amid Market Decline & Growth Concerns

Business and Industry Overview: 

Dabur is a well-known Indian company that makes natural and Ayurvedic products. It sells products in over 120 countries, including Asia, Europe, and the U.S. Some of its popular brands are Dabur Chyawanprash, Dabur Honey, Dabur Red Paste, Dabur Amla, Vatika, and Real fruit juices. The company started in 1884 as a small business making Ayurvedic medicines in Kolkata. Today, it is a large global company offering products in healthcare, personal care, home care, and food & beverages. Dabur mixes traditional Ayurvedic knowledge with modern science to create good-quality products. It has grown from a family business into a professionally managed company while maintaining strong values and innovation.   

Dabur also cares about nature and the environment. It works to protect rare plants used in Ayurvedic medicines. The company helps farmers grow these plants. Dabur has set up greenhouses in India and Nepal to provide free saplings to farmers. This helps farmers earn money while also saving nature. The company also trains tribal communities and small farmers in eco-friendly farming. Through these efforts, Dabur is growing its business while also helping people and the environment. 

CRISIL forecasts 7-9% revenue growth for the FMCG sector in the current FY25, driven by increased volume and rural demand recovery. The Fast-moving consumer Goods (FMCG) sector is India’s fourth-largest sector and has been expanding at a healthy rate over the years because of rising disposable income, a rising youth population, and rising brand awareness among consumers. With household and personal care products accounting for 50% of FMCG sales in India, the industry is an important contributor to India’s GDP. And Dabour has 17.2% market share in the industry. 

Dabur India Limited, a leading Ayurvedic and FMCG company, has grown significantly since its founding in 1884. It started with Ayurvedic medicines and expanded into personal care, food, and healthcare products. Over the years, Dabur launched new products like baby care, personal hygiene, and energy drinks while also expanding its reach through acquisitions like Badshah Masala. The company has made key investments, such as setting up new manufacturing plants, including an all-women production line. Dabur is also focused on sustainability, achieving plastic waste neutrality, and adding electric vehicles to its supply chain. It continues to grow its business globally while staying committed to environmental and social responsibility. 

Latest Stock News: 

Dabur India Ltd.’s stock price has been falling and has now reached its lowest point in the past year. The company’s stock is performing poorly and is below key market levels, similar to the overall market trend. Although Dabur has a strong return on equity, its long-term growth does not seem very promising. 

The entire FMCG (fast-moving consumer goods) sector is facing difficulties. On Tuesday, the FMCG index, which tracks major companies in this industry, dropped to its lowest level in nearly two years due to weak demand and rising costs. In the last month alone, this index fell by 12%, while the broader market (Sensex) dropped by 7%. Over six months, FMCG stocks have fallen by 22%, mainly due to low earnings, slow demand, and inflation. 

Urban demand is weak due to job losses and slow salary growth, while rural areas have recovered due to good monsoons and government support. The sector recorded only 2-4% sales volume growth in the December 2024 quarter, with urban demand falling for three straight quarters. Rising raw material costs and strong competition have reduced profits for most companies. 

A major factor affecting FMCG companies was the unexpected rise in palm oil prices, worsened by new government taxes on imported oils. Since companies didn’t have price protection (hedging) in place, their profit margins took a significant hit in the recent quarter. 

Potentials: 

Dabur India is growing its business while staying true to natural products. It is building new factories in South India and other places. Dabur also wants to make its factories eco-friendly by using less energy and water. The company is using new technology to make work faster and cheaper. 

Dabur is setting up a center to help its businesses worldwide. It is also working on sustainability by using more clean energy and cutting waste. The company is hiring more women and has started factories run by women. 

To meet demand, Dabur is making more products and selling more online. It is talking to customers through ads and promotions. 

Dabur is also adding new products to its brands. It has launched GlucoPlus-C Instant Energy Drink and entered the spices market with Badshah Masala. The company wants to grow bigger while caring for people and nature. 

Analyst Insights: 

  • Market capitalization:₹ 85,621 Cr. 
  • Current Price:₹ 483 
  • 52-Week High/Low: ₹ 672 / 480 
  • P/E Ratio:48.4 
  • Dividend Yield:1.12 % 
  • Return on Capital Employed (ROCE): 22.3 % 
  • Return on Equity (ROE): 19.2 % 

Dabur is a big company that makes good profits. It gives regular dividends to its investors. The company manages money well and earns good returns. It is also growing by making new products and expanding factories. 

However, there are some problems. Sales growth has been slow in the last five years, and the stock price is high compared to the company’s earnings. Right now, the stock is near its lowest price in a year, which shows that many investors are not confident. The FMCG sector is facing problems. Costs are going up, and fewer people are buying products.It is better to wait before buying this stock. If sales improve or the stock price becomes cheaper, it will be a better time to invest. 

Indrayani Biotech Ltd
Indrayani Biotech Q3 Results: Revenue Drops 55.79% YoY, Strong Stock Performance

Business and Industry Overview: 

Indrayani Biotech Limited (IBL) is a company with many businesses. It is managed by people who have over 20 years of experience. The company brings smaller businesses together to grow as one big organization. IBL works in different industries like food, hospitality, dairy, healthcare, pharma, engineering, biotech, agriculture, and infrastructure. These businesses were first run separately and later joined IBL after 2018. Some businesses were merged, and most became subsidiaries. Each business runs on its own, but IBL looks at the overall performance. IBL started on March 9, 1992, and became a public company on March 13, 1992. It first worked on growing roses, strawberries, tissue culture plants, and hybrid vegetable seeds. The company was listed on the BSE Stock Exchange on February 14, 1994. In 2019, IBL merged with A-Diet Hospitality Service Limited and Helios Solutions Limited. This was approved in 2020, and IBL started a healthcare business by forming IBL Healthcare Private Limited. In 2021, IBL restarted its biotech business and began making bio-fertilizers and pest controllers. It also bought Dindigul Farm Products Private Limited and Matrix Boilers Private Limited. Two more companies, IBL Investments Limited and IBL Social Foundation, were created. Between 2022 and 2023, IBL grew its healthcare sector by buying KNISS Laboratories Private Limited and taking a stake in Peekay Mediequip Limited. It also took control of Vaasan Medical Center. In 2024, Dindigul Farm Product Limited applied for an SME-IPO listing on BSE. IBL’s subsidiary HSL Agri Solution Limited also bought Dilasa Agro Processors Private Limited. IBL keeps growing by adding businesses with good potential and plans to expand further in different industries.  

Indrayani Biotech Limited (IBL) works in many fields like food, healthcare, farming, and engineering. It brings small businesses together to grow as one big company. This helps it get stronger in the market. The company has a team with many years of experience. It has also joined with other businesses to expand. IBL focuses on new technology and better ways to work. Since it is a public company, it gets money from investors to grow. Its many businesses and strong leadership help it stay competitive. 

Latest Stock News: 

Indrayani Biotech’s profit has dropped significantly in the December 2024 quarter. The company’s net profit fell by 75.51% to ₹0.24 crore, compared to ₹0.98 crore in the same quarter last year. Sales also declined sharply by 55.69%, from ₹39.09 crore in December 2023 to ₹17.32 crore in December 2024.  For the first nine months of the financial year, total sales decreased from ₹1,218.45 crore last year to ₹796.59 crore this year. Revenue also declined from ₹1,220.27 crore to ₹800.09 crore in the same period. Net income dropped from ₹62.42 crore to ₹24.19 crore. Earnings per share also fell from ₹0.86 last year to ₹0.1 this year, showing weaker profitability.   

The stock price has also been falling. Indrayani Biotech, which operates in the floriculture sector, has reached a new 52-week low. It has dropped 14.43% in the past five days and has fallen nearly 70% over the last year. The company’s stock is underperforming compared to the Sensex, showing investor concerns about its financial performance. 

Segmental information: 

Indrayani Biotech runs different types of businesses. It works in Food and Hospitality, Dairy, Healthcare & Pharma, Engineering, Biotech, Agriculture, and Infrastructure. These businesses were started by different people with years of experience. Later, they became part of Indrayani Biotech. 

  • Food and Hospitality: This business provides catering services and food-related solutions. 
  • Dairy: It collects, processes, and sells milk and dairy products. 
  • Healthcare & Pharma: It works in medicine, healthcare services, and biotech solutions. 
  • Engineering: This part of the company makes industrial and mechanical products. 
  • Biotech: It produces eco-friendly fertilizers and pest control products using microorganisms. 
  • Agriculture: It helps farmers by providing better farming products and services. 
  • Infrastructure: This business works on building projects and construction. 

Each of these businesses has its own team of experts. They make their own decisions but follow the company’s main rules. Indrayani Biotech looks at the overall results of all these businesses together. 

Subsidiary information:

Indrayani Biotech owns many smaller companies. These companies work in different industries but are part of Indrayani Biotech. Each company has its own team and handles its own business, but they all help Indrayani Biotech grow. 

List of Companies Under Indrayani Biotech: 

  1. IBL Healthcare Limited – Works in medicines and healthcare. It has also bought shares in other medical companies to expand. 
  1. IBL Investments Limited – Manages money and investments for Indrayani Biotech. 
  1. IBL Social Foundation – A charity organization that helps with education, healthcare, and community programs. 
  1. Dindigul Farm Products Limited – Works in food and farming. It became a public company in 2024 and plans to sell shares to the public soon.  
  1. HSL Agri Solutions Limited – Focuses on farming. It recently bought another company, Dilasa Agro Processors Private Limited, which processes food.  
  1. Matrix Boilers Private Limited – Makes boilers and other equipment for factories. 
  1. Healthway India Private Limited – Provides healthcare services and medical supplies. It is part of IBL Healthcare.
  1. KNISS Laboratories Private Limited – Makes medicines and other healthcare products. It is also part of IBL Healthcare.
  1. Peekay Mediequip Limited – Makes medical equipment. Indrayani Biotech owns a big part of this company.
  1. Vaasan Medical Center (India) Private Limited – A healthcare company that Indrayani Biotech took over to expand its business. 

Each of these companies focuses on a different business area. They work separately but help Indrayani Biotech grow in different industries. 

Q3 highlights: 

  • Q3 sales were ₹173.18 million, 56% lower than the same quarter last year (₹390.93 million). 
  • Q3 revenue was ₹173.22 million, 56% lower than last year (₹391.75 million). 
  • Q3 net income was ₹3.51 million, 68% lower than last year (₹10.82 million). 
  • Basic EPS for Q3 was ₹0.05, a drop from ₹0.22 last year. 
  • Diluted EPS for Q3 was ₹0.05, compared to ₹0.22 last year. 

Financial Summary:  

Amount in ₹ Cr Q3 FY24 Q3 FY25 FY23 FY24 
Revenue 30.81 17.32 163 165 
Expenses 26 14 145 142 
EBITDA 5 3 17.00 24.00 
OPM 18% 17% 11% 14% 
Other Income 0.09 0 4 1 
Net Profit 5.54 0.35 12 10 
NPM 17.98 2.02 7.36 6.06 
EPS 1.62 0.05 2.55 1.4