Archive - Money Muscle

Waaree Renewables Technologies Q4 FY25 Results: Revenue Up 82%, Strong Cash Flows, Priced for Hypergrowth

Growth with strong cash flows & expanding EPC. Valuations reflect high expectations. Storage & hydrogen offer upside, while margin & policy risks…

15 hrs ago •

Bajaj Housing Finance Q4 FY25 Results: PAT Up 54%, Clean Book at 6.6x P/B

24-26% AUM growth in FY26, led by affordable housing & digital scale-up. ROE lag & spread compression are near-term risks. Clean book, premium play with…

Apr 23 •

ICICI Bank Q4 FY25 Result: Profit Up 18%, Clean Book, Rich Valuations

Strong loan growth, cleaner asset quality, digital expansion drive robust profits & return ratios for ICICI Bank. Consistent execution drive premium…

Apr 22 •

Shilchar Technologies Results: FY25 PAT Up 60%, FY26 Growth Slows

FY26 outlook moderates with 20–28% growth guidance. Capacity constraints, tariff overhang, and rich valuations weigh, but renewables remain a key…

Apr 21 •

E2E Networks Q4 FY25 Results: 117% PAT Growth, GenAI Tailwind, Rich Valuation

E2E's revenue grew 74% on GPU monetization and GenAI platform gains. Growth hinges on monetizing undeployed capex. Rich valuations price in AI cloud…

Apr 20 •

ICICI Lombard Q4 FY25 Results: Strong Profits, Health Losses Rise

Solid profit growth, strong motor performance & digital gains. Health & crop loss ratios rise; stock at a premium. Steady outlook for FY26 with cautious…

Apr 16 •

IREDA FY25: PAT & Revenue Up 36%, Valuation Stays Rich

IREDA targets 36% AUM CAGR till FY30, but steep valuations, lagging EPS, equity dilution, and asset quality risks raise concerns. Long-term tailwinds…

Apr 15 •

TCS Q4 FY25: Low Growth, AI Bets—What’s Next for Investors?

Reasonable valuation & strong free cash flow offer solid compounding for patient investors. AI-led transition & stable margins give TCS strength amid…

Apr 13 •

Anand Rathi Wealth (Q4-25)-FY25 Results: PAT up 33%, Revenue up 30%

Guidance of 25% PAT growth & Revenue growth of 20% in FY25. ANANDRATHI is a sustainable 20-25% growth business. Long-term opportunity, fully priced in…

Apr 10 •

Transformers & Rectifiers India FY25 Results: PAT up 357%, Revenue up 56%

TARIL guides 73% revenue growth in FY26. Strong order book, capex & backward integration support 50%+ CAGR. Long-term opportunity, fully priced in the…

Apr 8 •

Trump Tariffs: Impact & Opportunities in Indian Pharma

Indian pharma is exempt from Trump’s 2025 tariffs — for now. Specialty & biosimilar firms hold strong, but generics-heavy players face margin…

Apr 7 •

Trump Tariffs: Winners & Losers in India's IT Services

Trump’s tariffs hit India’s IT services. AI-driven firms better placed to win, while US-focused players face pressure from visas, budgets & procurement…

Apr 6 •

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