Dabur India’s share price saw positive movement today, reaching a high of ₹530.90, up by ₹7.85 or 1.53% from the previous close of ₹513.75. The stock opened at ₹514.00 and traded within a range of ₹511.55 to ₹530.90. The share price traded 1.53% higher at ₹521.60 at 11:30 AM on the NSE.

Dabur’s Q3 Update

Dabur India’s third-quarter update reflects sequential improvement, though the company’s revenue growth remains low in the single digits.

While EBITDA is expected to report flat growth, slightly below expectations, management anticipates a positive shift in demand in the coming quarters. Rural consumption showed resilience, outpacing urban markets.

The company continues to focus on market share gains, brand building, and profitability. Inflationary pressures were partially mitigated through price hikes and cost-efficiency measures. Dabur’s international business is expected to perform strongly, driven by growth in regions like MENA, Egypt, Bangladesh, and the US.

Q2 FY25 Financial Highlights

Dabur India reported a 17.5% year-on-year drop in net profit for Q2 FY25, falling to ₹425 crore, due to low urban demand, high food inflation, and heavy monsoon impact.

Net sales decreased by 5.5%, impacted by inventory rationalisation. Rural markets performed better than urban ones. Dabur also acquired a 51% stake in Sesa Care to strengthen its hair oil portfolio.

About Dabur

Dabur India Ltd. is a prominent FMCG company with a strong focus on Ayurvedic and natural healthcare products. Founded in 1884, the company operates in sectors such as healthcare, personal care, home care, and food and beverages. Dabur’s product portfolio includes over 250 Ayurvedic items, and it has a significant presence in global markets, with operations in over 120 countries.

 

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

On January 09, 2025, the Indian rupee traded at 85.92 to the U.S. dollar, surpassing its previous record low of 85.86 hit earlier this week. As per news reports, further losses in the rupee were capped amid dollar sales by state-run banks.

Dollar Strength, Mixed Asian Currencies

The dollar index reached 109, rising 0.3% today, while Asian currencies showed mixed performance. The 10-year U.S. Treasury yield climbed to 4.73% on Wednesday, its highest since April 2024, before slightly declining during Asian trading.

The dollar and U.S. bond yields have risen in recent weeks due to expectations of cautious rate cuts by the Federal Reserve and the potential inflationary effects of incoming U.S. President Donald Trump’s policies.

The release of the Fed’s December meeting minutes on Wednesday highlighted growing concerns about inflation, with uncertainty surrounding Trump’s policies adding to the economic outlook’s volatility.

Key U.S. Economic Events Ahead

Investors are keeping a close eye on important events ahead, such as the U.S. December jobs report on January 12, inflation data on January 15, and President-elect Donald Trump’s inauguration on January 20.

Brent Crude Oil Falls

Brent crude oil futures are 0.11% down, at $76.08 per barrel as of January 9, 2025. Oil prices fell for the second consecutive day on Thursday following significant increases in fuel inventories in the U.S., the world’s largest oil consumer.

 

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.

GMR Airports has signed a share purchase agreement to acquire up to 5,00,000 equity shares and 1.9 crore preference shares of BDGASPL for ₹15.02 crore, aiming to strengthen its position in the airport and related sectors.

Stake Acquisition Details

GMR Airports Limited has entered into a share purchase agreement to acquire up to 5 lakh equity shares and up to 1.9 crore Non-Cumulative Compulsorily Convertible Preference Shares (CCPS) of BD General Aviation Services Private Limited (BDGASPL).

The acquisition will represent 50% of BDGASPL’s paid-up share capital, with a total consideration of approximately ₹15 crore.

BDGASPL, established in 2005, operates the General Aviation Terminal, Maintenance Center, and related facilities at IGI Airport, New Delhi.

The company reported revenues of ₹64 crore in FY 2024, showing steady growth over the past few years. This acquisition will strengthen GMR’s position in airport-related businesses and is not considered a related party transaction.

Q2 FY25 Financial Highlights

GMR Airports Ltd reported a net loss of ₹429 crore for Q2 FY25, a significant increase from the ₹190 crore loss posted in the same quarter of the previous year.

Despite this, the company’s revenue from operations grew by 21% year-on-year, reaching ₹2,495 crore, up from ₹2,064 crore in Q2 FY24. EBITDA also saw a positive rise of 18.3%, amounting to ₹859 crore, though the EBITDA margin slightly decreased to 34.4% compared to 35.2% in Q2 FY24.

Passenger traffic continued to increase at both Delhi and Hyderabad airports, with a total 8% rise in traffic, totalling 31.5 million passengers for Q2 FY25. The performance at Delhi and Hyderabad airports reflected growth, with both airports seeing increased domestic and international passenger traffic.

Share Price Performance

GMR Airports’ share price rose by 0.30%, trading at ₹77.04 at 9:40 AM on the NSE. The stock opened at ₹77.36, up from its previous close of ₹76.81. This marks a continuation of its upward momentum, with gains of around 0.5% over the past two trading sessions.

 

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

According to a CRISIL report from December 2024, the branded hotel sector in India is projected to see strong revenue growth in FY25, expected to reach 13-14%. This growth is driven by factors such as a surge in domestic tourism, a rise in weddings, and an increase in short weekend vacations.

As January 2025 begins, the hotel industry in India continues to show positive signs of recovery, with several stocks demonstrating a solid 5-year compounded annual growth rate (CAGR). These stocks highlight the sector’s resilience, bolstered by rising travel demand and greater consumer spending.

In this evolving landscape, we’ll focus on companies that have shown strong performance, particularly those leading the way with the best 5-year CAGR.

 

Best Hotel Stocks in January 2025 – Based on 5-Yr CAGR

Note: The list of best hotel stocks here is sorted based on their 5Y CAGR, as of January 8, 2025.

 

Overview of the Best Hotel Stocks in January 2025

• Indian Hotels Company Ltd

Indian Hotels Company Limited (IHCL) is a leading hospitality company in India, renowned for its iconic brand, Taj, alongside other brands such as SeleQtions, Vivanta, Ginger, and amã Stays & Trails.

For Q2 FY25, IHCL reported a remarkable 232.24% surge in consolidated net profit, reaching ₹554.58 crore. The company’s revenue from operations grew by 27.42%, reaching ₹1,826.12 crore, driven by strong demand and operational efficiencies.

Key metrics:

• Earning per Share (EPS): ₹8.85
• Return On Equity (ROE): 13.42%

 

• EIH Ltd

EIH Ltd., part of The Oberoi Group, operates luxury hotel brands like Oberoi and Trident across India and internationally. The company manages over 4,300 rooms in 16 locations across 7 countries.

For Q2 FY25, EIH Ltd. reported a consolidated revenue of ₹623 crore, a 13% year-over-year increase. The company’s consolidated profit after tax (PAT) rose by 41% to ₹133 crore.

Key metrics:

• EPS: ₹10.22
• ROE: 16.91%

 

• Chalet Hotels Ltd

Chalet Hotels Limited is a leading player in India’s upscale hospitality sector. The company is committed to operational excellence, sustainability, and growth, with recent expansion into leisure destinations like Goa.

For the second quarter of FY25, Chalet Hotels reported a strong 20% year-over-year increase in total income, reaching ₹3.8 billion. Its EBITDA also surged by 20%, totalling ₹1.6 billion, driven by higher room rates and solid occupancy rates.

Key metrics:

• EPS: ₹13.55
• ROE: 14.72%

 

• Oriental Hotels Ltd

Oriental Hotels operates a portfolio of prestigious hotels and resorts across India, including renowned properties like Vivanta, Taj, and Gateway brands.

For Q2 FY25, Oriental Hotels reported a 6.62% increase in consolidated net profit, reaching ₹8.38 crore compared to ₹7.86 crore in Q2 FY24. Revenue from operations for the quarter stood at ₹103.30 crore, reflecting a growth of 13.48% year-on-year.

Key metrics:

• EPS: ₹2.78
• ROE: 8.58%

 

• TAJ GVK Hotels and Resorts Ltd

TajGVK Hotels & Resorts Limited is a joint venture between the Hyderabad-based GVK Group and the Indian Hotels Company Limited (IHCL), established in 1995.

For Q2 FY25, the company reported a profit after tax (PAT) of ₹19.65 crore, marking a 76.55% year-on-year increase. Revenue from operations stood at ₹105.17 crore, reflecting a 17.6% growth compared to the same period in the previous year.

Key metrics:

• EPS: ₹14.78
• ROE: 18.37%

 

Conclusion

Hotel stocks can offer significant potential, particularly for those looking to benefit from the growth of the hospitality and tourism sectors. However, it’s crucial to carefully consider your investment objectives and risk tolerance, as the industry is highly sensitive to economic cycles, travel trends, and external factors such as geopolitical events and health crises. It is advisable to consult a financial advisor before making any investment decisions.

 

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

With key government initiatives like the Jal Jeevan Mission aiming to provide tap water to every rural household by 2024 and the Atal Mission for Rejuvenation and Urban Transformation (AMRUT) 2.0, which targets universal water supply coverage in urban areas, the water management sector is set to experience significant growth.

According to the Ministry of Jal Shakti, as of 2024, 15.03 crore (77.83%) rural households have been provided with tap water connections, and this number is rapidly increasing.

In this evolving landscape, the water management sector is gaining increasing attention as India focuses on improving water supply, conservation, and infrastructure.

Let’s take a closer look at the water-related stocks to watch in January 2025, along with key financial highlights that make them stand out in a rapidly evolving market.

 

Top Water Sector Stocks in January 2025 – Based on 5Y CAGR

Note: The best water stocks listed here are as of December 31, 2024. The stocks are sorted based on their 5Y CAGR, with a debt-to-equity ratio of less than 1, positive year-to-date returns, and a positive net profit margin.

 

Overview of Best Water Sector Stocks in India

• Shakti Pumps (India)

Shakti Pumps (India) Ltd, established in 1982, is a leading manufacturer of energy-efficient pumps, specialising in solar-powered and electric pumps. The company had an outstanding order book of around ₹1,800 crore as of the quarter ending September 30, 2024.

In the third quarter, Shakti Pumps (India) launched its new product, the Simha Universal Drive, and expanded its manufacturing capabilities with the inauguration of a Power Electronics products manufacturing plant.

Key Metrics:

• Earnings Per Share (EPS): ₹12.3
• Return on Capital Employed (ROCE): 27.35%

 

• Jash Engineering

The company specialises in manufacturing cast iron products, fabricated products, and water treatment equipment. The company’s order book remains strong at ₹873 crores, with expectations to exceed last year’s $33 million revenue.

As per news reports, Jash Engineering Ltd’s CMD expects the company to begin FY26 with an order book of ₹900 crore. For the current fiscal year, the company plans to commission new plants in Chennai and Pithampur.

Key Metrics:

• EPS: ₹10.94
• ROCE: 25.29%

 

• Va Tech Wabag Ltd

WABAG is a leading global player in water treatment, specialising in sustainable solutions for water recycling, desalination, and wastewater management.

For the quarter ending September 30, 2024, the company’s order book has reached over ₹146 billion, the highest in its history, with a balanced mix of Engineering, Procurement, and Construction (EPC) and Operations and Maintenance (O&M) projects both in India and internationally.

Key Metrics:

• EPS: ₹39.49
• ROCE: 16.58%

 

• Indian Hume Pipe Company Ltd

The Indian Hume Pipe Co. Ltd. (IHP), established in 1926, specialises in manufacturing various types of pipes, including Prestressed Concrete and Steel Pipes, and executing turnkey water supply and sewerage projects.

In a recent development, the company secured a letter of intent for an EPC project worth ₹858.88 crore from Tapi Irrigation Development Corporation in Jalgaon, Maharashtra.

Key Metrics:

• EPS: ₹15.35
• ROCE: 19.43%

However, the list of top water stocks does not end here, as there are a few more recently listed companies with strong fundamentals that are on investors’ radar.

 

Overview of Newly Listed Water Stocks

The recently listed companies—Enviro Infra Engineers Ltd,Ion Exchange (India) Ltd, and Roto Pumps Ltd—are making significant strides in the water management sector.

Enviro Infra Engineers Ltd, specialising in water management, has a market cap of ₹5,299.43 crore, with a notable debt-to-equity ratio of 0.8 and a healthy net profit margin of 14.69%.

Ion Exchange (India) Ltd, focused on environmental services, has a market cap of ₹7,875.54 crore and a relatively strong debt-to-equity ratio of 0.15, along with a solid net profit margin of 8.19%.

Lastly, Roto Pumps Ltd, with a market cap of ₹1,771.08 crore in industrial machinery, showcases a robust debt-to-equity ratio of 0.27 and a net profit margin of 14.04%.

 

Water Treatment Stocks in India

India has the fifth-largest water and wastewater treatment market globally, valued at around $11 billion. This market is projected to expand to over $18 billion by 2026.

Few Indian companies are actively contributing to the wastewater management sector, including Jash Engineering and Taylormade Renewables.

Taylormade Renewables Ltd (TRL), founded in 2010, recognised the growing importance of wastewater treatment, particularly in hazardous waste management, TRL expanded its services to address this critical issue. The company is renowned for its patented technologies in renewable energy and wastewater treatment, ensuring sustainability and efficiency.

Jash Engineering Ltd. is another prominent player in this space, with a clear vision of becoming a market leader in India and a top contender globally in the water control gates industry.

 

Water Infrastructure Companies in India

India’s water infrastructure market is vital to meeting the country’s growing water needs and improving water quality and availability. Among the key players in this sector are SPML Infra Limited and Felix Industries Ltd., both of which contribute significantly to water treatment, wastewater management, and sustainable water solutions.

SPML Infra is a leading infrastructure development company with over four decades of experience. The company specialises in water transmission systems. The company provides turnkey solutions on an EPC (Engineering, Procurement, and Construction) basis.

Felix Industries is a key player in environmental conservation, focusing on water processing, purification, and recycling. Felix specialises in water and wastewater recycling systems. The company’s focus on innovative solutions aligns with global water sustainability efforts, helping industries optimise their water usage.

 

Conclusion

The water management sector in India is poised for growth, driven by increasing demand for sustainable water solutions and infrastructure development. However, investors should carefully evaluate their personal financial goals, risk appetite, and investment horizon before making investment decisions. Seeking advice from a financial advisor can help ensure that investments align with long-term objectives and risk preferences.

 

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