Samco Samshots | Financial Insights, Analysis, and Reports

21 March 2025

13 March 2025

07 March 2025

28 February 2025

21 February 2025

07 February 2025

01 February 2025

25 January 2025

18 January 2025

11 January 2025

#SAMSHOTS provides you a snapshot of the Indian markets and economy that is unfiltered and unbiased. We cut the clutter and bring you actionable insights daily on our Samco app.

Markets Bounce Back Big: Nifty 50’s Best Week in 4 Years

The chart displays the implication of the capital acquisition proposal on Indian Defence stocks.

The chart explains the impact on cable and wire stocks due to the entry of Adani Enterprises in the C&W sector.

The chart presents the first-quarter (Q1) returns of three major Indian air conditioner companies Blue Star, Voltas, and Johnson Controls - Hitachi Air Conditioning India Ltd. across the past ten financial years.

The chart displays the potential benefit for Indian steel makers due to safeguard duty.

The chart analyses the effect of the New Mineral Tax Act by the Tamil Nadu Government on Cement Stocks.

The below chart explains the Bajaj & Allianz group ownership changes in the Bajaj group Life & General Insurance companies.

IT stocks are facing challenges, key factors causing headwinds are outlined below.

The accompanying chart elaborates on the acquisition of Minimalist by HUL.

Banking Slips: Selling Pressure Takes Control!

Here's why IndusInd shares faced a bloodbath on 11th March 2025.

Derivative losses at IndusInd Bank of Rs. 1,533 crores have led to a crash in the stocks by 25%.

The below chart displays the top 10 mutual funds that were impacted most due to a fall in share price of IndusInd Bank.

Airtel & Jio have agreed with Starlink, opening new opportunities for the industry, but let’s analyse the challenge that Starlink will face in India.

Here’s how the transaction would take place in the acquisition of Amplitude Surgical by Zydus.

The accompanying chart presents the list of companies that stood strong even during the market fall.

The table below presents a list of companies that have demonstrated an increasing operating profit margin over the past four quarters.

Relief Rally: Green Shoots After Weeks of Pain!

The chart displays the potential impact of tariff on electronic products for Indian EMS Companies.

The below chart shows the export data of major Indian pharma companies.

The chart explains how Indian steel players are insulated from US tariff policy.

The chart explains how trade war could benefit the textile sector of Indian companies.

The chart analyses the existing operational capabilities and growth strategy of renewable energy companies.

The chart displays the operational performance of Coal India for February.

The accompanying chart presents the investment opportunities that are trading at almost half the price.

Automobile OEMs’ February operating performance is compared below:

Bulls Missing in Action as Nifty Ends Fifth Month in Red!

The chart draws parallels between Grasim Entry Into Paints and Ultratech Entry Into Wires & Cables.

The chart highlights 19 companies with a market capitalization exceeding Rs. 10,000 crores, where FIIs increased their holdings in Q3FY25. These stocks have witnessed a correction of over 20% in the first 2 months of 2025.

Here’s the list of small-cap stocks that witnessed turnaround in Q3FY25.

The attached chart shows the QoQ advance & deposits growth of the major Indian Banks.

Here’s the list of companies with a market cap over 50,000 crores that have declared best results in Q3FY25.

Below is a list of companies with a market cap of over 20,000 crores that have declared the highest ever PAT in Q3FY25.

The accompanying chart presents the companies with a market capitalization greater than 500 crs and less than 2000 crs delivering all-time high PAT in Q3FY25.

These small-cap stocks with a market cap exceeding 2,000 crs and less than 10,000 crs set new profitability benchmarks in Q3FY25 (Part-1).

Markets Stay Jumpy; Smallcaps & Midcaps Outperform!

The chart highlights financially strong, growth-oriented, and reasonably valued companies.

The above table displays small-cap stocks with a market capitalization of at least Rs. 10,000 crores that have witnessed significant corrections from their 52-week highs yet continue to deliver strong year-on-year (YoY) sales growth for the past 2 quarter

Let’s analyse the market capitalisation-wise count of shares in each return group and discover stocks that provided outperforming returns even amid the bearish market:

Let’s find the companies providing valuation comfort for investment, as their P/E multiple has fallen the most in this market correction.

Let’s find the companies providing valuation comfort for investment, as their P/B multiple has fallen the most in this market correction.

The attached chart shows the performance of PSU banks in Q3FY25.

The attached chart shows the performance of private banks in Q3FY25.

Bharti Airtel has outperformed Vodafone Idea and Reliance Jio across key financial and operational metrics.

RBI’s Rate Cut Sets the Tone as Markets End the Week on a Positive Note!

Bharti Airtel’s shares surged by over 5% on Friday following the announcement of strong Q3FY25 results.

The shares of Eris Lifesciences surged by over 12% on Wednesday after reporting its Q3FY25 results.

Swiggy reports weak Q3FY25 results; shares slumped by over 5% on Thursday!

The accompanying Sankey presents the incomes and expenses of Dabur India for Q3FY25.

Multifold Increase in Revenue and PAT for Premier Energies in Q3.

Here are Q3FY25 results highlights of Divis’s labs reflecting consistent business momentum.

Trent Limited’s Q3FY25 results indicate a slowdown in revenue growth, primarily due to store consolidation efforts and soft consumer demand.

Broad Markets End Positive; Investors Gear Up for Budget!

Adani Enterprises records a degrowth in profits on account of notional loss.

Here's how different segment of L&T performed in Q3.

The graph displays the financial performance of Bharat Electronics for Q3FY25.

Waaree Energies opens 10% up after Q3 Performance!

Suzlon Energy Posts Another Impressive Quarterly Performance.

The shares of Syrma SGS Technology surged by 20% on Wednesday after reporting strong Q3FY25 results.

Bank of Baroda Drops Over 4% in Q3FY25 after showing degrowth in NII & PAT on a QoQ basis.

The chart evaluates the reason for rise in stock price of Jupiter Wagons.

Volatility Amid Q3 Results, Global Events, and Upcoming Budget Expectations

Highlights of Wipro’s Q3FY25 results are presented below

A glimpse of Dixon Technologies’ quarterly financial performance is outlined below

A trend analysis of Netweb Technologies’ quarterly results

HUL’s Q3 FY25 results with segment breakup is outlined below

The financial performance of MCX during Q3 FY25 is presented below

Let’s break down Jana SFB’s Q3 results to analyze the rally in its stock price

Highlights of CPCL’s Q3 FY25 results are presented below

Here’s how Indian Hotels performed during the quarter ending Dec 24

Nifty Closes in Red for the 2nd straight week

Highlights of Reliance Industries’ strong Q3 FY25 results are presented below:

Here’s how Avenue Super Mart performed during the quarter ending 2024.

Have a look at the glimpse of Shoppers Stop’s Q3 financial performance:

The below chart presents the quarterly performance of Havells India for the period Q3.

The accompanying chart presents the HSCL’s Q3FY25 performance

The performance of LTTS for the period ending Dec-24 quarter is presented below:

Here’s the performance of HDFC AMC in Q3FY25

The shares of Axis Bank fell by 5% post performed in Q3FY25.