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Macrotech Developers Q4 FY25 Results: Predictable Growth, Premium Valuations, Stronger Future Cashflows
Macrotech combines strong FY25 execution, clear FY26 growth visibility, premium valuations backed by high RoE, & optional upside from rentals & new…
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Shriram Finance Q4 FY25 Results: AUM Up 17%, PAT Up 15%, FY26 Outlook Positive for Investors
Shriram Finance enters FY26 focused on 15–18% AUM growth, asset quality, margin stability, and retail-digital expansion - building a long-term…
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Money Muscle
Laurus Labs Q4 FY25 Results: Profit Up 122%, CDMO Momentum Strong, FY26 Outlook Bright
Laurus Labs is shifting from generics to high-margin CDMO. New FDF capacity, fermentation bets, and improved ROCE signal a strong multi-year growth…
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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…
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Money Muscle
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…
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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…
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Money Muscle
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…
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Money Muscle
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…
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Money Muscle
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…
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Money Muscle
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…
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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…
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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…
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