The Compass

The expectations for service operating profit margin in PTL is set to reach 16-17 per cent, excluding yield improvements, driven by volume growth

The prospects are good enough for analysts to marginally hike EPS estimates by 3 per cent or so for FY25. The stock trades at an estimated 19-20x of FY25 estimated EPS.

Revenue grew 29 per cent Y-o-Y to Rs 7,330 crore which was below expectations. Volume grew to 402 million cases, up 28 per cent

HPCL has commissioned 126 new retail outlets, bringing the total outlets to 22,148

The agency growth was driven by the addition of more than 12,000 agents, plus the launch of new products

Axis Bank may be capable of growing faster than peers and it may see a decline in operating expenses ratio from current levels

The company delivered a strong revenue and operating performance in the March quarter

The premium and urban segments continued to outperform rural and mass segments

REC has also diversified its loan portfolio with a mandate of up to 33 per cent of loans in Infrastructure and Logistics

The investments are likely to halve in FY26 and normalise by FY27

Investment yields could be around 8.1 per cent in FY25 rising to 8.5 per cent in FY26

The share prices of listed asset management companies have outperformed the benchmark Sensex and analysts remain positive on the sector

Titan added 29 new stores (Tanishq 11 new stores and Mia 18) with 27 in India and one each in Dubai and Chicago, plus 44 new W&W stores

In FY24, CIL dispatched 618.5 MT (up 5.4 per cent Y-o-Y) to the power sector (vs committed volume of 610 MT). The power sector thus accounted for 82 per cent of total dispatches

India is world's second-largest importer of defence equipment with 9% of global arms imports

The Nifty IT index has started to outperform the Nifty from around November 2023. It has delivered 26 per cent return in the last 12 months

The premiumisation efforts seem to be working with the share of the same in the overall portfolio improving to 34 per cent as compared to 30 per cent a couple of years earlier

Overall, IOCL and BPCL reported a net profit of Rs 8,063 crore and Rs 3,397 crore respectively, well ahead of Q3FY23 PAT of Rs 448 crore and Rs 1,960 crore

The reported net profit was Rs 1,490 crore and adjusted for extraordinary items of Rs 252 crore, it was Rs 1,740 crore, higher by 96 per cent y-o-y and 69.8 per cent sequentially

Firm's efforts to broaden portfolio, scale-up, and diversify customer base will lead to strong earnings growth: Analysts