GAIL (India) Limited saw a notable surge in its share price during the opening trade on January 31, 2025. The stock opened at ₹169.25 and initially dipped to ₹167.15 before experiencing a sharp recovery, reaching a high of ₹175.40.

This resulted in a gain of ₹8.06 or 4.82% at 10:00 AM on the NSE, showcasing strong positive momentum. The significant upward movement comes after yesterday’s closing price of ₹167.11.

Q3 FY25 Financial Details

The company’s revenue from operations rose by 6.23%, reaching ₹36,937 crore, up from ₹34,768 crore in Q3 FY24.

Despite the profit and revenue growth, GAIL’s operating performance showed some weakness, with EBITDA declining by 24.2% quarter-on-quarter, falling to ₹2,837.8 crore from ₹3,745 crore in the previous quarter. Margins also decreased to 8.1% from 11.4%, falling short of the anticipated 11.2%.

The company’s board declared an interim dividend of ₹6.5 per equity share, amounting to ₹4,273.81 crore. Additionally, GAIL recognised ₹2,440 crore as exceptional income, stemming from a settlement with an LNG supplier.

GAIL (India) has posted a strong financial performance for Q3 FY25, with net profit increasing by 28% to ₹4,084 crore, compared to ₹3,193 crore in the same period last year.

GAIL Expands LNG Fleet 

In December 2024, GAIL (India) signed a long-term time charter contract with Kawasaki Kisen Kaisha, Ltd. (“K” LINE) for a newly built LNG ship.

This marks the first such agreement between GAIL and “K” LINE, which has over 40 years of expertise in LNG transportation. The LNG vessel, set to begin operations in 2027, will have a tank capacity of 1,74,000 cubic meters and will be built by Samsung Heavy Industries.

The new vessel will bolster GAIL’s existing LNG fleet, which currently includes four vessels, by adding a modern and efficient carrier for transporting natural gas to both domestic and international markets.

This development aligns with GAIL’s ongoing strategy to diversify its LNG sourcing and improve its transportation infrastructure.

 

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.

Wipro Limited’s share price showed a strong rebound during the opening trade on January 31, 2025. After opening at ₹311.70, the stock dipped to a low of ₹311.50 but quickly recovered, climbing to ₹314.20 reflecting a gain of ₹5.20 or 1.68%.

This positive movement not only reversed the early dip but also helped erase the 1.8% loss from the previous day

Partnership Details 

Wipro, India’s fourth-largest IT services firm, has announced that it has secured a multi-million-dollar, 5-year deal from Etihad Airways, the national airline of the UAE. This contract will focus on the modernisation of Etihad’s technology infrastructure and the migration of legacy systems.

Under the agreement, Wipro’s FullStride Cloud solution will be used to provide real-time insights into resource utilisation, enhancing operational agility and scalability. This cloud-based transformation will improve Etihad Airways’ ability to manage global operations more efficiently.

Cloud and AI Integration to Enhance Operations

Wipro will also leverage its expertise in generative artificial intelligence (GenAI) to offer intelligent device management and predictive insights, proactively addressing potential disruptions.

Additionally, Etihad Airways will gain access to Wipro’s Innovation Lab in the UAE for further tech development.

This deal marks a significant step in Wipro’s push to enhance its presence in the aviation sector and reflects its commitment to digital transformation for large global enterprises.

Q3 FY25 Financial Highlights

Wipro’s Q3 FY25 results, announced on January 17, 2025, showed a solid performance with a 24.48% year-over-year increase in net profit, reaching ₹3,353.8 crore.

The company’s revenue for the quarter stood at ₹22,318.8 crore, marking a modest 0.51% growth compared to the same period last year.

On a quarter-over-quarter basis, revenue saw a slight increase of 0.08%, while profit grew by 4.52%. Operating income also showed positive growth, up 4.89% from the previous quarter, reflecting a strong performance in the company’s core operations.

Additionally, Wipro reported an improvement in its Earnings Per Share (EPS), which rose by 13.88% year-over-year to ₹3.2.

Despite this positive growth, the company faced an increase in Selling, General, and Administrative (SG&A) expenses by 5.93% quarter-over-quarter, although these expenses decreased by 8.18% on a year-over-year basis.

 

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.

Ircon International Limited, in JV with AMRIL, wins a ₹631 crore EPC contract for road construction under Imphal East Division, with a 36-month completion timeline, the company said in a press release on the stock exchange.

Project Details 

Ircon International Limited (IRCON) has been awarded an EPC contract in a joint venture with AMRIL (IRCON: 26%, AMRIL: 74%) through a Letter of Acceptance by the Office of the Project Director, Externally Aided Projects (EAP), Public Works Department (PWD), Manipur.

The project involves the construction of rigid pavement and lined drains on selected roads under the Imphal East Division (ED – 2), with a total road length of 122.209 km.

The contract, valued at ₹631 crore (including GST), will be executed over a period of 36 months. IRCON’s share in the project is ₹164.11 crore (including GST).

This contract is a domestic award, and there are no related party transactions involved.

IRCON Wins Railway Contracts

Last month Ircon International secured a total contract worth approximately ₹89 crore from Northeast Frontier Railway for the outsourcing of TRD Maintenance and Breakdown attention work.

This involves two key projects: one for the Tinsukia Division, amounting to ₹39 crore, and another for the Lumding Division, valued at ₹50 crore.

Both contracts, awarded on a cost-plus basis, involve maintenance work for newly commissioned OHE and PSI assets across multiple depots. The contracts are expected to be completed within 24 months.

Share Price Performance

In opening trade on January 31, 2025, Ircon International Limited’s share price saw a positive movement. The stock opened at ₹206.40, marking a slight increase from the previous close of ₹202.70.

The share price reached a high of ₹208.96 and a low of ₹205.06. At 9:35 AM on the NSE, the stock is trading at ₹205.48, reflecting a gain of ₹2.78 or 1.37%, gaining for the second consecutive session today.

 

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.

As we enter February 2025, identifying stocks with strong long-term growth potential remains a key focus for investors. The market offers a variety of companies across different sectors, each with unique strengths and challenges.

This article explores some of the top stocks, highlighting their financial health and growth trajectories.

Check the best long-term stocks in February 2025 in India, based on 5-yr CAGR and also learn the advantages and risks of investing in them and who should invest in them.

Top Long-Term Stocks in February 2025 – Based on 5yr CAGR

Note: The best long-term stocks list provided here is as of January 24, 2024. The stocks are selected from the Nifty 500 stock universe, with positive Return on Equity (ROE) and Return on Capital Employed (ROCE). The stocks are sorted as per their 5-year CAGR.

Overview of the 5 Best Long-Term Stocks in India

• Lloyds Metals And Energy Ltd

Lloyds Metals and Energy Ltd is a leading player in the iron and steel manufacturing industry, with a strong presence in the mining, energy, and infrastructure sectors. The company operates multiple production units across Maharashtra.

In recent business development, Lloyds Metals is set to establish a mineral-based steel plant in Konsari, Gadchiroli, to enhance its DRI capacity. Additionally, the company is in the process of acquiring the Mine Development & Operations (MDO) business of Thriveni Earthmovers

Key metrics:

• ROCE: 58.69%
• ROE: 57.28%

 

• PTC Industries Ltd

PTC Industries Ltd is a leading manufacturer specialising in advanced titanium products, including castings, ingots, and powders, serving sectors such as aerospace, oil and gas, and energy.

In recent business development, PTC Industries recently launched India’s first private sector Vacuum Arc Remelting (VAR) furnace, capable of producing aerospace-grade titanium alloy ingots. This new facility, positions the company to capitalise on global supply disruptions, particularly those related to Russia’s titanium exports.

Key metrics:

• ROCE: 9.22%
• ROE: 8.87%

 

• CG Power and Industrial Solutions Ltd

CG Power and Industrial Solutions Ltd is a leading engineering conglomerate in India, specialising in a wide range of electrical engineering products and solutions for power transmission, distribution, and industrial applications.

CG Power has recently received approval from the India Semiconductor Mission (ISM) for a subsidy of up to ₹3,501 crores to set up an Outsourced Semiconductor Assembly and Test (OSAT) facility.

Key metrics:

• ROCE: 55.12%
• ROE: 59.33%

 

• BSE Ltd

BSE (Bombay Stock Exchange) is Asia’s first stock exchange, established in 1875, and has grown into a leading global exchange offering a platform for trading equities, derivatives, currencies, and more.

In Q2 FY25, BSE reported a remarkable 193% increase in net profit, reaching ₹346 crore, with total revenues soaring to ₹819 crore. Additionally, the exchange announced the divestment of its 100% stake in BSE Institute Ltd, marking a strategic move to optimise its portfolio.

Key metrics:

• ROCE: 23.38%
• ROE: 24.78%

 

• Jupiter Wagons Ltd

Jupiter Wagons is a leading Indian manufacturer specialising in railway freight cars, rolling stocks, and various transportation solutions. The company is known for its innovative products, including wagons, commercial electric vehicles, and infrastructure solutions for railways and roadways.

In Q2 FY25, Jupiter Wagons reported a 9.34% increase in consolidated net profit, reaching ₹89.74 crore compared to ₹82.07 crore in Q2 FY24. Revenue from operations also saw a significant growth of 14.75% YoY, totalling ₹1,009.04 crore.

Key metrics:

• ROCE: 28.65%
• ROE: 27.23%

 

Long-Term Stocks Sorted Based on Market Capitalisation

Long-Term Stocks Based on Market Cap Category

 

 

 

Advantages of Investing in Long-Term Stocks

• Compound Growth: Long-term investments benefit from compounding, where earnings are reinvested to generate additional returns over time.
• Potential for Higher Returns: Historically, long-term investments tend to offer higher returns compared to short-term trading, as the stock market generally grows in value over the long haul.
• Reduced Impact of Market Volatility: Over a longer time horizon, short-term market fluctuations tend to have a lesser impact, allowing investors to ride out market volatility.

Risks of Investing in Long-Term Stocks

• Market Volatility: While volatility has less impact over time, long-term stocks are still exposed to market downturns, which could affect stock values.
• Company-Specific Risks: Changes in company management, performance, or industry dynamics could negatively impact stock prices over the long term.
• Opportunity Cost: By locking capital in long-term stocks, investors may miss out on more lucrative short-term opportunities or emerging sectors.

Conclusion

long-term stocks require careful consideration of both the potential advantages, such as compounding returns and reduced volatility, as well as the risks, including market fluctuations and company-specific challenges.

It is crucial for investors to align their investments with their individual financial goals and risk tolerance. Whether opting for large-cap, mid-cap, or small-cap stocks, ensure that the stocks fit into your broader portfolio strategy. As always, before making any investment decisions, it’s highly recommended to consult with a financial advisor to receive personalised guidance and make well-informed choices tailored to your financial objectives.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.

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

Tejas Networks’ share price traded 0.27% lower at ₹1,005.55 at 1:00 PM on the NSE. The stock opened at ₹1,047.55, lower than ₹ 1,096.25 at its previous close. The company released it Q3 FY25 earnings result yesterday.

Q3 FY25 Financial Details

Tejas Networks’ posted a net profit for the December quarter, reversing the loss from the same period last year. However, sequentially, its net profit declined by more than 40%.

The company reported a consolidated net profit of ₹165.67 crore for the December quarter, compared to a loss of ₹44.87 crore in the same quarter a year ago. This profit was largely driven by a Performance Linked Incentive (PLI) received by the company.

As per news reports, Tejas Networks recognised ₹32.66 crore for the financial year ending March 31, 2023, and ₹123.70 crore for the year ending March 31, 2024, under the PLI scheme after receiving approval from the Department of Telecommunications.

For the quarter ended December 31, 2024, the company recognised ₹144.94 crore in PLI incentives, given the reasonable assurance of meeting the conditions and receiving the grant.

Recent Business Development

In December 2024, Tejas Networks secured a three-year contract with Vodafone Idea Limited (VIL), a leading telecom provider in India, to supply its advanced TJ1400 and TJ1600 packet and optical transmission products.

The collaboration is aimed at enhancing Vodafone Idea’s backhaul capacity and improving network performance across multiple regions as the company accelerates its 4G and 5G rollouts.

The partnership is a significant step in VIL’s efforts to build a scalable, robust, and future-ready backhaul network to manage growing data traffic and bandwidth demands. Tejas Networks’ state-of-the-art products will play a critical role in supporting VIL’s nationwide network expansion and providing superior service to its customers.

 

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.

UltraTech Cement’s share price traded 0.68% lower at ₹11,343.30 at 12:20 PM on the NSE. The stock opened at ₹11,251, lower than ₹11,420.90 at its previous close. The stock had gained more than 7.5% in the previous four trading sessions.

Q3 FY25 Financial Details

UltraTech Cement reported a 3% year-on-year (YoY) increase in revenue, reaching ₹17,193 crore for the October to December 2024 quarter. Despite a 17% YoY decline in net profit to ₹1,473 crore.

The company’s EBITDA stood at ₹2,888 crore, compared to ₹3,131 crore in Q3 of FY24. The firm’s margin for the quarter improved to 17%, 70 basis points higher than the expected 16.3%.

UltraTech’s domestic sales volume grew by 10% YoY, and energy costs decreased by 13% YoY. The company also commissioned 1.8 million tons per annum (MTPA) capacity, bringing its consolidated cement capacity to 171.11 MTPA.

UltraTech aims to exceed 200 MTPA by FY27 through ongoing expansions and acquisitions. Following the positive Q3 results, UltraTech’s stock surged over 6%, reaching ₹11,351.60 on the NSE.

Overview of Investment Proposal

UltraTech Cement Limited, in a recent board meeting, has approved a proposal to acquire a non-controlling minority stake in Star Cement Limited. This strategic investment will see UltraTech purchase up to 3.70 crore equity shares of Star Cement, at a price not exceeding ₹235 per share. The acquisition, was expected to be completed within a month, for approximately ₹851 crore.

Star Cement, incorporated on November 2, 2001, is primarily engaged in the manufacture and sale of cement, with a turnover of ₹2,910.66 crore as of FY24. The acquisition does not fall under related-party transactions and will be funded through cash consideration.

 

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.

Tech Mahindra will merge its three wholly owned subsidiaries, PPIPL, PDSIPL, and TMCPL, into the parent company. This move aims to improve operational efficiency, reduce costs, and streamline compliance processes.

Overview of Tech Mahindra’s Strategic Merger

Tech Mahindra Limited, a prominent player in the Information Technology industry, is set to merge three of its wholly owned subsidiaries—Perigord Premedia (India) Private Limited (PPIPL), Perigord Data Solutions (India) Private Limited (PDSIPL), and Tech Mahindra Cerium Private Limited (TMCPL)—into the parent company. This strategic move is designed to consolidate operations, creating a more efficient and cost-effective entity.

Key Benefits of Tech Mahindra’s Merger

The merger is expected to bring several key benefits, including greater economies of scale, improved operational efficiency, reduced overhead costs, and enhanced cash flow management. By eliminating redundancies and streamlining administrative processes, Tech Mahindra aims to improve shareholder value and strengthen its position in the market.

The merger is also anticipated to offer more opportunities for employees of the transferor companies, boosting morale and enabling them to scale up their performance within a larger, more resourceful organisation. The restructuring, which is part of a scheme under the Companies Act, 2013, aligns with Tech Mahindra’s long-term growth strategy and is expected to be beneficial to all stakeholders involved.

Tech Mahindra Q3 FY25

In Q3 FY25, Tech Mahindra reported strong financial results, with a 92.63% year-on-year (YoY) increase in net profit, reaching ₹983 crore, although it saw a 21% decline sequentially from ₹1,250 crore in Q2 FY25.

Revenue grew by 1.4% YoY to ₹13,286 crore but experienced a slight dip of 0.2% compared to the previous quarter. EBITDA surged by 57.8% YoY to ₹1,809 crore. The company secured $745 million in net new deal wins, reflecting a strong 23.5% growth from Q2 FY25.

The total headcount stood at 150,488 employees, down 3,785 QoQ but up 4,238 YoY, while attrition increased to 11.2% compared to 10% in the same quarter last year.

The company’s operational profit after tax (PAT) in USD terms was $116 million, reflecting a solid 9.9% QoQ and 88.5% YoY growth.

Share Price Performance

Tech Mahindra’s share price traded 0.20% lower at ₹1,710 at 10:50 AM on the NSE, after opening at ₹1,719, compared to ₹1,713.40 at the previous close. Despite this slight dip, the stock has gained for the third consecutive session, building on the more than 4.5% increase seen over the last two 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.