Closing Bell: Markets Tumble on Geopolitical Tensions; Sensex Drops 589 pts, Nifty Down 207 pts on April 25, 2025

On Friday, April 25, 2025, Indian stock markets faced heavy selling pressure due to rising tensions between India and Pakistan following a terror attack in Pahalgam. 

The BSE Sensex, which had opened strong and touched a high of 80,131, later plunged to 78,606 — a fall of 1,525 points during the day amid reports of ceasefire violations at the border. However, it managed to recover some of the losses and ended the day down 589 points or 0.7% at 79,213.

The NSE Nifty 50 also dropped sharply from a high of 24,365 to a low of 23,848 — down 517 points. It finally settled at 24,039, lower by 207 points or 0.9%. Despite Friday’s fall, both indices posted gains for the week. The Sensex rose by 660 points, while the Nifty added 187 points over the past five sessions.

Top Losers and Gainers

Axis Bank led the list of losers on the Sensex, a day after releasing its Q4 results. Other major laggards included Adani Ports, Zomato (Eternal), Bajaj Finserv, Power Grid, Bajaj Finance, NTPC, Tata Motors, and SBI — all of which dropped between 2% and 3%. On the flip side, TCS, Tech Mahindra, UltraTech Cement, and Infosys ended the day with noticeable gains.

Read More, Laurus Labs Share Price in Focus After Q4 Profit Jumps 3x to ₹234 Crore, Revenue Rises 19%

Broader Market Takes Bigger Hit

Midcap and Smallcap indices on the BSE fell over 2% each, underperforming the benchmark indices. Market breadth was highly negative, with over 3,250 stocks declining compared to just around 700 advancing.

Sectoral Performance

Sectors like Realty, Healthcare, and Power fell the most — losing up to 3%. Auto, Capital Goods, Consumer Durables, and Metal sectors were down about 2% each. Bankex and FMCG sectors also slipped around 1% each.

Oil Prices    

As of April 25, 2025, at 03:28 PM, Brent Crude was trading at $66.24, down by 0.47%   

Conclusion

Friday’s sharp fall in Indian equities reflects investor caution amid geopolitical uncertainty. Despite the dip, weekly gains suggest underlying market resilience. All eyes will be on further developments along the border and upcoming corporate earnings to guide near-term market direction.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                         

                         

Investments in securities market are subject to market risks, read all the related documents carefully before investing.        

Hindustan Zinc Delivers Record Growth in FY25 with Strong Q4 Results and ESG Leadership

Hindustan Zinc Limited, the world’s largest integrated zinc producer, delivered a strong financial and operational performance in FY25. The company achieved record-high mined metal production of 1,095 kilotonnes and refined metal production of 1,052 kilotonnes. It also recorded its lowest zinc production cost in four years at $1,052 per metric tonne, which was 6% lower year-on-year. Domestic zinc sales hit a record 603 kilotonnes, capturing a 77% market share. Additionally, 22% of sales came from value-added products, and the company surpassed 13.1 million tonnes in metal reserves, ensuring a mine life of over 25 years.

Financial Achievements for the Full Year

The company posted its second-highest ever revenue of ₹34,083 crore, up 18% from the previous year. EBITDA reached ₹17,465 crore, up 28%, with a strong EBITDA margin of around 51%, rising 400 basis points year-on-year. Net profit stood at ₹10,353 crore, marking a 33% increase. Return on capital employed hit a record high of 58%. 

Hindustan Zinc also generated ₹13,784 crore in free cash flow from operations and contributed ₹18,734 crore to the government, 42% higher than the previous year. It ranked among the top 3 companies in the Nifty Metal index with a market capitalisation of ₹195,000 crore and delivered a 68% total shareholder return.

Best-Ever Fourth Quarter Performance

In Q4 FY25, Hindustan Zinc recorded its highest-ever fourth-quarter revenue of ₹9,087 crore, up 20% year-on-year. EBITDA for the quarter was ₹4,816 crore, up 32%, with a leading margin of 53%. Net profit for Q4 reached a record ₹3,003 crore, up 47%. The zinc cost of production during the quarter dropped to a 16-quarter low of $994 per metric tonne, driven by better metal grades, improved coal supply, and operational efficiencies. The company was also included in the Futures & Options segment on the NSE from March 2025.

Read More, Laurus Labs Share Price in Focus After Q4 Profit Jumps 3x to ₹234 Crore, Revenue Rises 19%

Improved Efficiency and Lower Costs

The cost of producing zinc continued to drop due to several factors, including higher metal grades, better recovery rates, more use of domestic coal and renewable energy, and stronger sales of by-products. These improvements helped reduce the overall cost and boost profits despite global market challenges.

Strong Liquidity Position

As of March 31, 2025, the company had ₹9,482 crore in cash and investments, primarily in high-quality debt instruments. Borrowings stood at ₹10,651 crore, with net debt falling to ₹1,169 crore from ₹4,117 crore in the previous quarter. The company maintained a top AAA credit rating from CRISIL, reflecting a healthy and stable financial position.

Project Updates and Expansion Plans

Hindustan Zinc is progressing with several major projects. A 160 KTPA roaster at Debari is expected to be ready in the first quarter of FY26. Expansion work at its smelting complexes in Dariba and Chanderiya is scheduled for completion in the second and third quarters, respectively. The 510 KTPfertiliserer plant is on track for completion by the end of FY26. New technology is also being used to extract lead and silver from smelting waste. Work at the Bamnia Kalan project is progressing well.

Commitment to Sustainability and ESG

Hindustan Zinc continued its leadership in sustainability. It supported over 2.3 million people across 2,362 villages through 50+ social initiatives. The company completed nearly 2,000 Nandghars in Rajasthan, contributing to a total of 8,000 across the Vedanta Group. Hindustan Zinc ranked in the top 1% of global metal and mining companies in the S&P Global Sustainability Yearbook for the second year in a row. It signed a 530 MW renewable energy deal with Serentica, pushing renewable energy use to 70% of its power needs. The company also earned global recognition for its Integrated and Sustainability Reports, winning multiple awards.

Innovative Digital and ESG Achievements

Hindustan Zinc launched ‘Zincky’, India’s first Gen AI for annual reports, and received international awards for its digital reporting. It earned Category-A accreditation for its exploration subsidiary and commissioned a zero liquid discharge plant at Rampura Agucha mine. The company was also honoured for safety and internal audit excellence.

About Hindustan Zinc

Hindustan Zinc, part of the Vedanta Group, is the world’s largest integrated zinc producer and one of the top five silver producers globally. With a dominant 77% share of India’s primary zinc market, the company exports to over 40 countries. Known for its sustainability leadership, Hindustan Zinc has introduced EcoZen, Asia’s first low-carbon zinc brand. 

As of April 25 at 3:07 PM IST, Hindustan Zinc share price was trading at ₹445.60, down ₹13.75 or 2.99% for the day. The stock opened at ₹462.50 and touched an intraday high of ₹467.90 and a low of ₹439.00. The company has a market capitalisation of ₹1.88 lakh crore, a price-to-earnings (P/E) ratio of 20.07, and offers a dividend yield of 7.85%. Over the past 52 weeks, the stock has touched a high of ₹807.70 and a low of ₹378.15.

Conclusion

Hindustan Zinc’s stellar performance in FY25, driven by operational efficiency, cost control, and sustainability initiatives, reflects its strong fundamentals and future-readiness. With a robust project pipeline and continued focus on ESG, the company is well-positioned to maintain its leadership in the metals industry and contribute meaningfully to a low-carbon future.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                         

                         

Investments in securities market are subject to market risks, read all the related documents carefully before investing.        

Vedanta Shares Recover from Day’s Low After Q4 FY25 Results Date Announcement

On Friday, April 25, Vedanta share price dropped over 2% due to overall weakness in the Indian stock market. The stock touched a low of ₹409.65 on the BSE, down by 2.51%. This fall came as both the Sensex and the Nifty 50 also slipped around 1%.

Partial Recovery During the Day

Vedanta shares opened higher at ₹422.05 compared to the previous close of ₹420.20. After falling during intraday trade, they bounced back slightly and even touched a high of ₹425.70. However, they remained in the red. By 1:50 PM, the stock was down 1.06%, trading at ₹415.75.

Read More, Sensex Crashes 1,200 Points; Nifty Falls 400 Points: Why Are Indian Stocks Falling Today?

Q4 FY25 Results to Be Announced on April 30

Vedanta announced that its board will meet on Wednesday, April 30, 2025, to approve the financial results for the fourth quarter of FY25 (January–March 2025) and for the full financial year (FY 2024–25).

In a stock exchange filing, the company said, “…the meeting of the Board of Directors of the Company will be held on April 30, 2025, to consider the audited financial results for the quarter and year ended March 31, 2025.”

Trading Window Closed Till May 2

Vedanta also mentioned that the trading window for insiders and designated persons will remain closed from April 1 to May 2, 2025, in line with regulations.

Vedanta Share Performance Overview

  • Past 1 month: Down 10%

  • Year-to-date (2025): Down over 6%

  • Past 1 year: Up over 9%

  • Past 2 years: Up 50%

  • Past 5 years: Up 434%, giving multibagger returns

Despite short-term volatility, Vedanta shares have shown strong long-term growth.

Conclusion

While Vedanta’s stock faced pressure due to broader market trends, investor sentiment may improve with the upcoming Q4 results. Long-term performance remains strong, making it a stock to watch as earnings approach.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                         

                         

Investments in securities market are subject to market risks, read all the related documents carefully before investing.   

Sensex Crashes 1,200 Points; Nifty Falls 400 Points: Why Are Indian Stocks Falling Today?

The Indian stock market saw a sharp decline on Friday, April 25. The BSE Sensex dropped over 1,000 points during intraday trade, and the Nifty 50 also saw a steep fall. This happened even though global markets were performing well. Selling pressure across different sectors pushed the indices lower.

The Sensex opened at 79,830 compared to its previous close of 79,801. It fell sharply by nearly 1,200 points, or about 1.50 per cent, hitting a low of 78,606 during the day. The Nifty 50 started the day at 24,289 versus its last close of 24,247 and dropped nearly 400 points, or 1.6 per cent, to a low of 23,848.

The broader market also saw heavy losses. The BSE Midcap and Smallcap indices both declined more than 3 per cent in the session.

By around 12:45 PM, the Sensex was still down 839 points or 1.05 per cent at 78,963, while the Nifty 50 was lower by 293 points or 1.21 per cent at 23,954.

The massive sell-off in the market led to a total loss of about ₹10 lakh crore in investor wealth. The total market capitalisation of companies listed on the BSE dropped from nearly ₹430 lakh crore to around ₹420 lakh crore in a single session.

Why Did the Market Crash Today?

Despite strong global cues, the Indian stock market came under pressure. While Asian markets like Japan’s Nikkei and Korea’s Kospi gained more than 1% after positive signals from the US, Indian stocks did not follow. The gains in global markets were fueled by expectations that the Trump administration might reduce tariffs on Chinese goods to between 50–65%.

The following five key reasons caused today’s market crash:

Pahalgam Terror Attack Triggers Geopolitical Tensions

One of the major reasons behind today’s fall is the terror attack in Pahalgam, Jammu and Kashmir. Experts say the attack has increased tensions between India and Pakistan. Prime Minister Narendra Modi has strongly condemned the attack and has promised to identify and punish those responsible.

Read More, Laurus Labs Share Price in Focus After Q4 Profit Jumps 3x to ₹234 Crore, Revenue Rises 19%

Profit Booking After a Strong Rally

The market has seen a strong rally recently, with the Sensex and Nifty gaining more than 8% over the past several days. In such situations, it is normal for investors to book profits, especially when there are no fresh triggers to drive the market higher.

Global Uncertainty Impacting India’s Outlook

Even though India’s economy remains strong, global concerns are putting pressure on investor sentiment. The fear of a global economic slowdown, especially due to trade tensions, is a big factor. While India is less exposed compared to other countries due to its domestic demand, it still cannot avoid the effects entirely.

The World Bank recently reduced its FY26 growth forecast for India from 6.7% to 6.3%. Similarly, the International Monetary Fund (IMF) cut its forecast from 6.5% to 6.2%. These downgrades reflect growing uncertainty in the global economy, and that is influencing how investors view India’s future growth potential.

Mixed Q4 Results Fail to Support Market

Quarterly earnings for the January–March period (Q4 FY25) have been mixed so far. While some sectors like banking have performed in line with expectations, the overall response from company managements has been cautious. Investors had hoped strong earnings would continue to push the market higher, but that hasn’t happened.

Experts say that the cautious tone of corporate leaders, combined with ongoing global uncertainties, is limiting the impact of Q4 results. As a result, the market is not getting enough support from earnings to offset other concerns.

In Summary

Today’s market crash was driven by a combination of negative domestic and global factors. The terror attack in Kashmir, profit booking after a strong rally, cuts in India’s growth forecast, and mixed earnings results all contributed to the decline.

Even though global markets were doing well, the Indian market couldn’t hold on and saw a sharp sell-off. Experts believe that unless tensions ease and the market crosses key resistance levels, volatility may continue in the near term.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                         

                         

Investments in securities market are subject to market risks, read all the related documents carefully before investing.      

Hotels Stocks Like IHCL, Lemon Tree, ITC Fall Up to 6% on Kashmir Travel Cancellations

Hotel stocks took a hit on Friday, with shares falling as much as 6% on the BSE due to concerns about growth in the travel and tourism sector. This decline comes after reports of widespread booking cancellations following a recent terror attack in Pahalgam, Jammu & Kashmir — a popular tourist destination during peak season.

Stock Performance of Major Hotel Chains

Read More, Laurus Labs Share Price in Focus After Q4 Profit Jumps 3x to ₹234 Crore, Revenue Rises 19%

Tourism Impact and Booking Cancellations

According to reports, tourism in Kashmir saw a massive increase in recent years, with tourist arrivals rising from 6.65 lakh in 2021 to 35 lakh in 2024. However, the recent terror incident has led to a major wave of cancellations — a Srinagar-based tour operator reported that 90% of bookings until June have been called off. Many families are rescheduling their travel plans, causing a rush at the airport.

CareEdge Ratings on Hospitality Sector Trends

CareEdge Ratings noted that while the industry has seen demand recovery, high land and construction costs, long development timelines, and sector uncertainties have made companies more cautious about new investments. Instead of building new properties, many brands are expanding through management contracts to reduce capital costs.

The agency expects:

  • A 4-5% annual growth rate in new hotel projects over the next few years.

  • Continued strong demand, especially in Tier 2 and Tier 3 cities.

  • Occupancy levels to remain stable at 66-68% in the next fiscal year.

Changing Segment Mix

More than half of the new hotel supply is expected to come from the Upper Midscale and Midscale Economy segments, reflecting rising demand for affordable and quality accommodations outside major cities.

About Indian Hotels Company & ITC Hotels

The Indian Hotels Company Limited (IHCL), part of the Tata Group, manages various brands including:

  • Taj: A symbol of luxury and Indian hospitality.

  • SeleQtions and The Claridges Collection: Unique luxury and boutique properties.

  • Vivanta and Gateway: Full-service upscale hotels.

  • Ginger: Offering budget-friendly, modern accommodations.

  • Tree of Life: Peaceful, private escapes in scenic locations.

These brands cater to a broad range of travellers — from luxury seekers to budget-conscious guests — across India.

Conclusion

With strong domestic demand and expansion strategies focused on asset-light models, hotel chains are likely to navigate short-term challenges and sustain long-term growth.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                         

                         

Investments in securities market are subject to market risks, read all the related documents carefully before investing.     

BluSmart Co-founder Puneet Jaggi Detained by ED in Gensol Case

The Enforcement Directorate (ED) has detained Puneet Jaggi, co-founder of electric cab company BluSmart, in connection with a financial investigation involving Gensol Engineering Ltd. According to sources, Jaggi was picked up from a Delhi hotel on Thursday after the ED conducted searches related to violations under the Foreign Exchange Management Act (FEMA).

Raids Across Multiple Cities

The ED searched offices linked to Gensol Engineering in Delhi, Gurugram, and Ahmedabad. The investigation targets brothers Puneet Jaggi and Anmol Singh Jaggi, who are promoters of Gensol. The probe follows a SEBI report that accused the duo of misusing company funds, poor corporate governance, and financial misconduct.

Read More, Laurus Labs Share Price in Focus After Q4 Profit Jumps 3x to ₹234 Crore, Revenue Rises 19%

BluSmart Pauses Cab Bookings

The Jaggi brothers also run BluSmart Mobility, which operates electric taxis in Delhi-NCR, Bengaluru, and Mumbai. Following the SEBI report, BluSmart has temporarily stopped accepting new ride bookings. SEBI has also barred the Jaggi brothers from accessing the securities market for now.

Family Members and Properties Under Scrutiny

While Puneet Jaggi was found in Delhi, Anmol Singh Jaggi is reportedly in Dubai. Their wives were located in Pune, and the ED visited their luxury residences in Gurugram’s DLF Camellias and a site in Ahmedabad. Authorities are likely to register a money laundering case after Delhi Police’s Economic Offences Wing (EOW) files an FIR, based on complaints from public lenders IREDA and PFC.

Allegations of Fund Diversion and Asset Purchases

The ED’s action is based on SEBI’s claim that Gensol took loans from PFC and IREDA to buy electric vehicles and for EPC contracts. Instead, the company allegedly diverted the funds to buy personal assets under the names of the promoters, their relatives, or shell companies. Some of these diverted funds were reportedly used to buy foreign exchange and assets abroad, including in Dubai and the US.

Alleged Role of EV Distributor

The ED is also examining the involvement of Ajay Aggarwal from Go Auto Pvt Ltd, a Tata EV distributor. He is suspected of helping Gensol misuse the funds rather than supplying electric vehicles as intended.

SEBI’s Key Findings

According to SEBI, the promoters treated Gensol Engineering like their own personal company. The report mentions misuse of term loans to buy luxury apartments, expensive golf sets, pay off personal credit card bills, and transfer money to relatives. SEBI warned that such reckless fund diversion could eventually hurt the company’s finances and harm shareholders.

About Gensol Engineering

Gensol Engineering, listed on both the BSE and NSE, provides services in solar power consulting, EPC (Engineering, Procurement, and Construction), and electric vehicle leasing.

On April 25, Gensol Engineering share price hit its 52-week low at ₹90.16, which is also the stock’s opening, high, and low price for the day. The stock has declined by 5% to ₹90.16, with a market capitalisation of ₹346.63 crore and a P/E ratio of 3.35.

Conclusion

The unfolding investigation into Gensol Engineering and its promoters reveals serious concerns about financial mismanagement and corporate ethics. As authorities delve deeper into alleged fund diversion and misuse of public loans, the case highlights the importance of strong governance in emerging green-tech ventures. Investors and stakeholders will be closely watching for further developments and regulatory actions in the days ahead.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                         

                         

Investments in securities market are subject to market risks, read all the related documents carefully before investing.     

Laurus Labs Share Price in Focus After Q4 Profit Jumps 3x to ₹234 Crore, Revenue Rises 19%

Laurus Labs reported a significant increase in net profit for the fourth quarter of FY25, with profit rising three times to ₹234 crore, compared to ₹76 crore in the same period last year. The growth was driven by strong sales across its business segments.

Revenue Sees Consistent Growth

The company’s revenue for the March quarter rose to ₹1,720 crore, up from ₹1,440 crore in Q4 FY24, reflecting steady demand and business expansion.

Read More, ACC Share Price Drops Over 3% After Q4 Profit Slips 20% Despite 13% Sales Surge; FY25 Revenue Up 5.6%

Full-Year Performance (FY25)

For the entire financial year, Laurus Labs posted:

  • Net Profit: ₹358 crore (compared to ₹161 crore in FY24)

  • Revenue: ₹5,554 crore (up from ₹5,041 crore in FY24)

Founder and CEO Satyanarayana Chava stated that Laurus Labs continues its transformation journey, fueled by robust demand for its CDMO (Contract Development and Manufacturing Organisation) services. He emphasised the company’s efforts to deepen client relationships and expand its operational capacity.

Focus on Long-Term Growth and Diversification

Chava mentioned the company’s aim to evolve into a well-diversified CMO/CDMO firm, supported by a strong product pipeline and multiple technology platforms. CFO V V Ravi Kumar added that Laurus Labs is optimistic about future growth, with plans to ramp up new assets and maintain a sharp focus on operational efficiency.

Dividend Announcement

The board of directors approved a second interim dividend of ₹0.80 per equity share (face value ₹2 each) for FY25.

Stock Movement

As of April 25 at 11:13 AM IST, Laurus Labs share price were trading at ₹610.70, down 5.39%. The stock opened at ₹630.00 and touched a high of ₹643.35 and a low of ₹607.20 during the session. The company has a market capitalisation of ₹32,910 crore, with a price-to-earnings (P/E) ratio of 164.29 and a dividend yield of 0.13%. Over the past 52 weeks, the stock has hit a high of ₹660.90 and a low of ₹385.45.

Conclusion

Laurus Labs has demonstrated strong financial performance with sharp growth in both quarterly and annual profits, driven by robust demand in its CDMO business. Backed by strategic investments and a promising pipeline, the company remains confident about sustaining its momentum and delivering long-term value to stakeholders.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                         

                         

Investments in securities market are subject to market risks, read all the related documents carefully before investing.      

TATA IPL 2025: Overseas Players in Your Portfolio: Should You Consider Buying US Stocks?

In TATA IPL 2025, a team’s fortunes often change when they bring in an overseas player. These players add depth, diversity, and a fresh dimension to the playing XI. They’re not there to replace the domestic talent, but to complement it, fill crucial gaps, and bring global experience into the competition.

In investing, international exposure plays a similar role. Including US stocks or international mutual funds in your portfolio isn’t about abandoning Indian equities. It’s about enhancing your strategy with global opportunities, hedging risks, and gaining from markets that behave differently from the one at home.

But before you go on a buying spree in foreign territory, let’s analyse the pitch and understand when, and how international exposure can become the overseas star in your portfolio.

The Role of Global Diversification

Just as TATA IPL 2025 teams tend to bring foreign talent into their playing XI, smart investors often prefer to build portfolios around multiple markets. 

The Indian market may offer explosive growth in sectors like banking, infrastructure, and consumption. But global markets, especially the US, bring access to sectors like technology, AI, robotics, and healthcare innovation at a scale and maturity India is still catching up to.

Think of investing in US stocks as bringing in a specialist T20 finisher who knows how to handle crunch situations. They’re not always needed, but when they deliver, they can change the game.

By adding US stocks or mutual funds with global exposure, you:

  • Reduce reliance on a single market’s economic cycle
  • Hedge against currency depreciation (the rupee may weaken against the dollar over time)
  • Access global leaders like Apple, Microsoft, NVIDIA, and Tesla

The idea isn’t to bet everything on overseas players. It’s to ensure your portfolio has the versatility to adapt across economic seasons.

Also Read, Tata IPL 2025: DRS in Investing: The Importance of Research and Second Opinions in Finance.

Following Form: Tracking Trending Stocks on AngelOne

In cricket, form is everything. Teams keep a close eye on which overseas players are performing well in leagues around the world. They don’t just go by reputation. They follow the data. Similarly, before diversifying globally, investors need to know what’s going bullish, what’s not, and which stocks or sectors are trending.

AngelOne’s Trending Stocks feature teaches an important habit – that is, being data-driven in your investment decisions. Use this feature to understand how sentiment forms around momentum stocks, sector rallies, or mid-cap momentum plays in the domestic market. Then, apply the same lens to global investing.

For US equities, stay updated through reliable financial media, ETF screener tools, or fund fact sheets. Is the S&P 500 tech-heavy? Are green energy stocks on the rise? Is the Fed tightening rates, affecting valuations? By thinking like a selector—based on current form and fit—you make smarter calls on which global stocks or funds to bring into your squad.

External Mutual Fund Tracking: Your Dressing Room Dashboard

Let’s say you’ve already invested in an international mutual fund via another platform. Maybe a Nasdaq 100 index fund, or a US-focused fund of funds. Until now, keeping tabs on these international holdings meant hopping across apps, downloading statements, or manually updating Excel sheets.

AngelOne’s External Mutual Fund Tracking feature is a complete game-changer in this regard. Just as a coach needs a single dashboard to assess every player’s fitness, form, and workload, this feature lets you view all your mutual fund holdings, domestic and international, at a glance. Here’s why this matters:

  • You can analyse allocation across geographies and sectors in one place.
  • You get a consolidated view of performance, making it easier to rebalance or shift strategy.
  • You avoid duplication and track true diversification, rather than believing you’re diversified when you’re actually overexposed to similar sectors globally.

This is especially valuable when US funds behave differently than Indian markets. For instance, while Indian markets might be bullish on mid-caps, the US market might be grappling with tech corrections or interest rate anxieties. A single dashboard gives you the macro visibility needed to adapt and re-strategise.

When to Pick Overseas Players—and When to Bench Them

There’s a temptation to chase the glamour of US stocks—after all, companies like Amazon, Meta, and Tesla dominate headlines. But a great team knows not to pick overseas players just for show. Timing, context, and team balance are key.

Here’s when overseas investing makes sense:

  • You’ve already built a solid domestic core and are ready for diversification.
  • You want exposure to sectors not well represented in India (e.g., global tech, biotech).
  • You’re looking to hedge currency risk.
  • You have long-term goals and can handle short-term volatility.

And when should you be cautious?

  • When markets are overheated and valuations are stretched.
  • If you’re investing without understanding currency risks or tax implications.
  • If you’re overallocating to foreign exposure without a clear strategy.

Building a World-Class Portfolio

Cricket teams that succeed internationally don’t rely solely on local heroes. They blend talent, experience, and global exposure. The same logic applies to your portfolio. US stocks and international mutual funds aren’t miracle workers. But they offer balance, depth, and global growth opportunities.

By using AngelOne’s Trending Stocks to sharpen your domestic decisions and External Fund Tracking to manage your global exposure seamlessly, you’re not just picking star players—you’re building a championship-winning squad.

So go ahead. Analyse the pitch. Read the form. Pick your players wisely.

Your portfolio deserves its share of overseas players, but it’s up to you to get the balance right.

Disclaimer: This blog has been written exclusively for educational purposes. http://bit.ly/usSGoH

ACC Share Price Drops Over 4% After Q4 Profit Slips 20% Despite 13% Sales Surge; FY25 Revenue Up 5.6%

Cement maker ACC reported a 20.4% drop in net profit for the fourth quarter of FY25, with profit falling to ₹751.03 crore compared to the same period last year. Despite the dip in profits, the company saw a 12.7% rise in revenue, which reached ₹5,991.67 crore. 

Higher Sales and Premium Products Boost Revenue

ACC, owned by the Adani Group, said the growth in revenue was driven by increased trade sales volume and a higher share of premium products, which made up 41% of trade sales, 7% more than last year.

In Q4 FY25, cement and clinker sales volume grew by 13.33% to 11.9 million tonnes.

Read More, Adani Energy Shares in Focus Q4 FY25 Profits Soar 79% YoY – What’s Driving the Growth? 

Expenses and EBITDA Margins

Total expenses for the quarter rose 13.11% year-on-year to ₹5,514.82 crore.
Earnings before interest, taxes, depreciation, and amortisation (EBITDA) stood at ₹830 crore, down slightly by 0.84%. The EBITDA margin fell to 13.7%, compared to 15.5% last year.

Full-Year Performance

For the full financial year (FY25), ACC recorded:

  • Revenue: ₹20,789.1 crore (up 5.63% YoY) 
  • Profit: ₹2,402.12 crore (up 2.9% YoY) 

Sequential Performance

Compared to the previous quarter, revenue rose 15.10%, but profit dropped 31.21%. The quarter also saw a nationwide cement price hike of ₹12 per bag, which could have impacted margins.

Efficiency and Cost Improvements

The company reported lower kiln fuel costs due to the use of low-cost imported petcoke and better coal linkage. Logistics costs also fell by 8% to ₹937 per tonne, thanks to stable diesel prices and improved supply chain efficiency.

Strong Financials and Dividend Announcement

ACC ended the quarter with ₹3,593 crore in cash and cash equivalents, and reported its highest-ever net worth at ₹18,559 crore, an increase of ₹2,227 crore over the year.
It also announced a dividend of ₹7.50 per equity share for its shareholders.

Vinod Bahety, Whole Time Director & CEO of ACC, said the company is “stronger, more agile, and future-ready.” He highlighted capacity expansions, new grinding units, and modernisation efforts aligned with India’s growing infrastructure demands.

About ACC Limited 

ACC Limited is a leading Indian cement manufacturer based in Mumbai. It operates as a subsidiary of Ambuja Cements and is part of the Adani Group. Originally founded on August 1, 1936, in Mumbai, the company was formerly known as The Associated Cement Companies Limited before being renamed to ACC Limited on September 1, 2006.

As of 9:58 AM IST on April 25, ACC share price were trading at ₹1,964.20, down ₹102 or 4.94% for the day. The stock opened at ₹2,075.90 and touched an intraday high of ₹2,075.90 and a low of ₹1,963.00. ACC’s market capitalisation stands at ₹36,900 crore, with a price-to-earnings (P/E) ratio of 14.25 and a dividend yield of 0.38%. Over the past 52 weeks, the stock has touched a high of ₹2,844.00 and a low of ₹1,778.45.

Conclusion

While ACC’s Q4 profit took a hit due to rising costs and margin pressures, strong volume growth, operational efficiencies, and capacity expansion indicate a positive long-term outlook. The company remains focused on leveraging demand in India’s growing infrastructure sector.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                         

                         

Investments in securities market are subject to market risks, read all the related documents carefully before investing.        

 

Stocks to Watch on April 25, 2025: SBI Life, Axis Bank, Tech Mahindra, Power Grid Among Key Movers

Indian stock markets are likely to be impacted today, tracking strong cues from global markets. As of 7:25 AM, GIFT Nifty was up by 126 points or 0.65% at 24,529, hinting at a potential rebound in the Nifty 50 index.

However, rising geopolitical tensions are keeping investors cautious. Pakistan has announced a complete halt to trade with India and issued a stern warning, stating that any attempt by India to block water flow would be considered an act of war. This escalation follows India’s accusation of Pakistan’s involvement in a deadly attack in Kashmir.

Global Market Overview

Asian markets displayed mixed trends, mostly influenced by the rally on Wall Street. Optimism is growing that the US Federal Reserve could lower interest rates sooner than expected.

  • Japan’s Nikkei advanced 1.23% 
  • South Korea’s Kospi declined 0.63% 

On Thursday, US stock indices posted strong gains:

  • S&P 500 surged 2.03% 
  • Nasdaq climbed 2.74% 
  • Dow Jones rose 1.23% 

Comments from Fed officials hinted at a possible rate cut as early as June, contingent upon clearer economic indicators.

Read More, HCL Technologies Interim Dividend of ₹18 Record Date on Monday, April 28, 2025.

April 24 – Market Recap

  • BSE Sensex fell 315 points (0.39%) to settle at 79,801 
  • Nifty50 dropped 82.25 points (0.34%) to close at 24,246.70 
  • Foreign Institutional Investors (FIIs) were net buyers for the 7th consecutive session, pumping in ₹8,250.53 crore 
  • Domestic Institutional Investors (DIIs) offloaded shares worth ₹534.54 crore 

Key Stocks in Focus Today

SBI Life Insurance

SBI Life posted a marginal rise in Q4 net profit to ₹813.51 crore from ₹810.8 crore YoY, impacted by higher costs and soft premium inflows. Premium income slipped 5% YoY to ₹23,860.71 crore.

Axis Bank

Axis Bank reported a net profit of ₹7,118 crore, slightly below ₹7,129 crore in the same quarter last year. Higher provisions and lower trading income weighed on results.

Persistent Systems

Persistent Systems reported a 25% YoY increase in net profit to ₹395.76 crore, while revenue jumped 25.2% to ₹3,242 crore, reflecting robust operational growth.

Adani Energy Solutions (AESL)

AESL’s net profit grew sharply by 79% YoY to ₹647.15 crore. Operational revenue also increased by 35.5% to ₹6,374.58 crore.

ACC Ltd

Despite a 20.4% YoY drop in net profit to ₹751.03 crore, ACC’s revenue rose 12.7% to ₹5,991.67 crore, supported by higher trade volumes and premium product sales.

Macrotech Developers (Lodha)

Lodha reported a 38.5% YoY rise in profit to ₹921.7 crore. Revenue stood at ₹4,224.3 crore, marking a 5.12% increase, though it missed market expectations.

PB Fintech

PB Fintech has invested ₹539 crore into its unit PB Healthcare Services, with total FY26 investments approved at ₹696 crore for the same.

Wipro

Wipro has launched a GitHub Centre of Excellence in Bengaluru, aimed at enhancing team collaboration and developer productivity through GitHub’s tools.

Conclusion

Although global trends are supportive, Indian markets may remain volatile due to escalating tensions with Pakistan. Investors will also focus on quarterly earnings from key players such as Axis Bank, Persistent Systems, and Adani Energy Solutions. As the earnings season progresses and geopolitical developments unfold, traders are advised to stay alert and exercise caution in their strategies.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.                         

                         

Investments in securities market are subject to market risks, read all the related documents carefully before investing.