Samco Samshots | Financial Insights, Analysis, and Reports

18 January 2025

11 January 2025

04 January 2025

28 December 2024

21 December 2024

14 December 2024

07 December 2024

30 November 2024

23 November 2024

09 November 2024

#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.

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.

HMPV Blues: A Volatile Week for Indian Markets!

The shares of TCS rises by over 6% on Friday following the release of its Q3FY25 results.

Structural growth drivers, coupled with easing global uncertainties and the Federal Reserve's rate cuts, have created a favorable environment, particularly for companies with substantial exposure to the U.S. market.

The interplay between public health concerns and sectoral performance reflects how unforeseen health developments can significantly influence diverse economic segments.

Here’s the list of leaders and laggards for the CY24 in Nifty Pharma.

Strong sales growth achieved by Titan in various segments during Q3 is summarised below:

The chart displays the current operational highlights and future targets of Kalyan Jewellers.

The above chart provides an overview of P N Gadgil Jewellers Limited’s quarterly business update for Q3FY25.

The above chart displays the key operational update of Macrotech Developers in Q3FY25.

Markets March Into 2025 With a Green Light!

Here’s the operational update of DMart for the quarter ending Dec-24.

The graph displays the stock which entered the 1 lakh market cap club in 2024.

The above chart displays the quarterly update of V-Mart Retail Limited at the end of Q3FY25.

Here’s the operational update of Punjab National Bank for Q3FY25.

Highlighted below Top PV & CV OEMs’ sales performance for the Dec-24 month and quarter:

Highlighted below Top 2-wheeler OEMs’ sales performance for the Dec-24 month and quarter:

Bajaj Auto’s category wise breakdown of sales volume for Dec-24 and YTD is presented below:

Steady Week as Markets Stay Calm and Fear Fades!

The October 2024 telecom data reveals a contrasting trend in subscriber additions for major operators.

The below list presents the stocks with ROA, ROE, and ROCE above 25 trading near the 10% range of the 200-day average.

Here’s how the quarter went for Suraksha Diagnostics in Q2FY25!

The chart displays the operational and financial capabilities of Ultratech and Star Cement- the latest acquisition in the cement industry.

The chart displays the operational and financial capabilities of Ultratech and India Cement.

The chart evaluates the financial performance of cement companies for Q2FY25 on various financial parameters.

The chart evaluates the reason behind the surge in steel stock prices on 23rd December 2024.

Highlights of market positioning of top airline companies in November 2024 are presented below:

Broad Selling Continues: Volatility Takes the Center Stage!

On Friday, Indian IT stocks opened with moderate gains, reflecting positive sentiment from Accenture’s upward revenue revision. However, profit booking capped the rally, limiting further upside as the market sentiment remained cautious.

A glimpse of thriving IPOs in the Indian market is presented below:

The chart displays the stock which drove the Nifty Realty Index at 1000 levels after 17 years.

The mentioned chart presents the companies which has witnessed increasing promotor holding consecutively 4 quarters.

As 2024 nears its end, take a look below to find out how you can get a ‘Santa gift’ in the market:

The table presents Nifty Smallcap 100’s forward returns following instances when the index witnessed positive close streaks of 10 or more days since 2012. Notably, 16 such streaks have been recorded since 2012, with streak lengths ranging from 10 to

Here’s how Nifty 50 index has reacted forwardly after the gap down of more than 1%.

Presented below weekly return of sectoral and market cap indices for this week:

Markets Chill, Then Thrill: Friday Brings the Fireworks!

The chart below presents the count of all-time highs each year for HDFC Bank.

While the market has tumbled in the past two months, these stocks proved their mettle by withstanding the impact of negative market sentiment:

Here’s a snapshot of category-wise retail auto sales in November 2024:

Market shares of top PV and CV auto OEMs for November 2024 are presented below:

Market shares of top 2-wheeler and 3-wheeler auto OEMs for November 2024 are presented below:

Here’s why Nifty 50 has a good chance of making an upside move!

Presented below weekly return of sectoral and market cap indices for this week:

Presented below weekly return of strategy indices for this week:

Liquidity Boost: RBI’s CRR Cut to Fuel Growth

The below chart decodes the biggest merger in the healthcare industry in India.

The chart evaluates the Operational performance of Moil For November’24.

The above chart image highlights the consistent performance of two midcap stocks in December over the years since 2016. FACT Ltd. shows an impressive average return of 30.9%, while NMDC maintains an average return of 9.4% during December.

NMDC Ltd. produced 4.51 MT of iron ore in November 2024, marking a YoY surge of approximately 17.75%.

Auto sales volumes of top PV and CV, 2W OEMs for November are presented below:

Here’s PSU & Private sector banks' performance in November 2024!

Here’s how FMCG giants spent their economic resources on Advertisement & promotion expenses in Q2FY25.

The chart displays the financial performance of Realty Companies for Q2FY25 on various financial Parameters.

Bullish Week: Adani Stocks Back in the Game!

JK Cement has shown consistent positive returns, driven by seasonal growth in construction and infrastructure projects that boost demand for its cement products. JK Cement has shown consistent positive returns, driven by seasonal growth in construction an

Navin Fluorine has delivered positive returns during this period, likely fueled by increased demand for its specialty chemicals and fluorochemicals across diverse industrial applications.

Thermax has shown positive returns during this period, likely driven by increased activity in industrial and infrastructure projects, boosting demand for its energy and environment solutions.

Redington has delivered positive returns during this period, likely due to seasonal demand for IT hardware, and consumer electronics, and its strong distribution network supporting market growth.

The below list presents the companies that have witnessed a continuously rising trend in their operating profit margins on a QoQ basis.

The below chart presents Friday’s change in prices of Pharma stocks.

The above chart compares the standalone financial performance of major defence companies during Q2FY25.

Here’s the list of companies in which FIIs increased their stake in the Sep-24 quarter.

Adani Shocks and Bulls Fight Back!

KEI Industries has delivered positive returns during this period, likely due to increased demand for cables and wires driven by infrastructure development and seasonal construction activities.

Poly Medicure has consistently performed well during this period, supported by growing demand for its high-quality medical devices, particularly amid seasonal healthcare requirements.

DCM Shriram has shown robust returns in this timeframe, likely influenced by peak agricultural activity driving sales in its fertilizers and sugar divisions.

FDC's positive returns during this period are attributed to increased uptake of its specialized pharmaceutical products, particularly in hydration and respiratory care, aligning with seasonal trends.

JB Chemicals has delivered strong returns, likely due to higher demand for its pharmaceutical products, particularly in the cardiovascular and gastrointestinal segments, during this timeframe.

Tech Mahindra has shown positive performance, supported by seasonal growth in IT services and an uptick in digital transformation projects across industries.

The shares of Crompton Greaves Consumer Electricals surged by over 5% on Monday after reporting strong Q2FY25 results.