Samco Samshots | Financial Insights, Analysis, and Reports

11 April 2025

05 April 2025

28 March 2025

21 March 2025

13 March 2025

07 March 2025

28 February 2025

21 February 2025

07 February 2025

01 February 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 on a Rollercoaster: Nifty Swings as Tariff Drama Unfolds, RBI Steps In with a Rate cut!

The given chart displays the financial and operational performance of Tata Consultancy Services in Q4FY25.

Here’s how Q4FY25 Quarterly performance of Titan stood

Here’s the list of FnO stocks which fell by more than 40% from its all-time high and still trading at high valuation

The given chart shows the Anand Rathi’s performance in Q4FY25.

Look below to find out what has caused the recent surge in interest in Oil Marketing Companies’ stocks.

Realty companies experienced a solid year in FY25, with improvements across all key performance indicators (KPIs)

Global Sell-Off Marks Weak Start to FY2026

The above chart displays the reasons why IT stocks have reacted negatively on Thursday after US imposed reciprocal tariffs on India.

Here’s the list of Value stocks for investors who are looking to invest in undervalued opportunities.

Auto OEM’s March month and annual sales performance is outlined below.

Let’s analyse the acquisition deal between ABREL and ITC for Pulp & Paper Business.

The chart analyses the order book of HAL for FY ended 31-03-25.

The below chart shows HDFC bank’s Q4FY25 operational update.

In 2025, the Bank Nifty to CNX IT ratio chart has shown a consistent upward trend, signaling a clear outperformance of banking stocks relative to the IT sector.

The table below shows the financial year-wise returns of sectoral indices, highlighting sectoral trends.

Nifty's 7-Day Winning Streak Snaps, But FIIs Keep the Rally Alive!

Want strong fundamental bets amid a volatile market? Here’s a list of companies with consistent earnings growth over the past two years

The tariff proposal by the US on imported Auto and components left the auto industry shattered. Here’s an analysis

The below chart presents a list of stocks that are trading at above 200 DMA and at a low valuation.

Is Bain capital found the value in Manappuram ahead of its investment deal? here is the peer comparison.

Here’s why BSE surged above 14% today.

The chart explains the rationale behind the surge in Cement stocks on 25th March,2025

The chart explains the impact of the demerger of Siemens Energy from Siemens

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.