Global Markets Mixed; DIIs Dominate, FIIs Exit; Corporate India strike Earnings Buzz

Today's Market at 08:40am

US Market (Futures)

Nasdaq = +16.60

Dow Jones = +23.60

S&P 500 = +1.30

European (Futures)

Ftse 100 = -7.10

Cac 40 = +6.30

Dax = -66.00

Asian

Nikkei 225 = -292.26

ASX 200 = -7.10

Straits Times = -10.64

Hang Seng = +311.73

KOSPI = +36.30

Taiwan weighted = +302.10

Shanghai (SSE) = +4.63

Gift Nifty = 24733.50 (-2.00)

FII and DII Trading Activity May 13, 2025 in Cash market:

FIIs: Net Sell of ₹476.86 crore

DIIs: Net Buy of ₹4,273.80crore

Results Today:

Eicher Motors, Shree Cement, Hindustan Aeronautics, Lupin, Tata Power Company, Apollo Tyres, Berger Paints, Blue Jet Healthcare, Brigade Enterprises, DAM Capital Advisors, eClerx Services, Edelweiss Financial Services, Graphite India, Le Travenues Technology, JB Chemicals & Pharmaceuticals, Jubilant FoodWorks, Karnataka Bank, Muthoot Finance, Piramal Pharma, Shree Renuka Sugars, Keystone Realtors, Sanofi India, Baazar Style Retail, Torrent Power, V-Guard Industries, and Zuari Agro Chemicals will release their quarterly earnings on May 14.

Earnings Reaction to Watch:

Siemens Q2 Earnings Highlights (Standalone, YoY):

- Revenue up 2.5% at Rs 3,809 crore versus Rs 3,716 crore.

- Ebitda declines 29.4% to Rs 386 crore versus Rs 547 crore.

- Margin contracts to 10.1% versus 14.7%.

- Net profit down 24.8% to Rs 674 crore versus Rs 896 crore.

Bharti Airtel Q4 (Consolidated QoQ):

- Profit tanks 25.3% to Rs 11,021.8 crore Vs Rs 14,760.7 crore

- Revenue rises 2.1% to Rs 47,876.2 crore Vs Rs 46,878 crore

- EBITDA falls 5.7% to Rs 27,404.3 crore Vs Rs 29,056.7 crore

- Margin drops sharply to 57.2% Vs 62%

- Average revenue per user (ARPU) flat at Rs 245

Tata Motors Q4 (Consolidated YoY):

- Profit sinks 51.7% to Rs 8,470 crore Vs Rs 17,552 crore

- Revenue rises 0.4% to Rs 1,19,503 crore Vs Rs 1,19,033 crore

- EBITDA margin drops 60 bps to 14% Vs 14.6%

- Net profit included a one-time tax benefit of Rs 7,093.77 crore attributable to JLR.

Dalmia Bharat Sugar and Industries Q4 (YoY):

- Profit surges 125.9% to Rs 206.3 crore Vs Rs 91.3 crore

- Revenue grows 35.7% to Rs 1,017.9 crore Vs Rs 750 crore

Metropolis Healthcare Q4 (Consolidated YoY):

- Profit drops 20% to Rs 29.1 crore Vs Rs 36.4 crore

- Revenue grows 4.3% to Rs 345.3 crore Vs Rs 331 crore

ITD Cementation India Q4 (Consolidated YoY):

- Profit jumps 26.9% to Rs 113.6 crore Vs Rs 89.5 crore

- Revenue increases 9.8% to Rs 2,479.7 crore Vs Rs 2,257.7 crore

Garden Reach Shipbuilders & Engineers Q4 (YoY):

- Profit zooms 118.9% to Rs 244.2 crore Vs Rs 111.6 crore

- Revenue soars 61.7% to Rs 1,642 crore Vs Rs 1,015.7 crore

ASK Automotive Q4 (Consolidated YoY):

- Profit increases 20.6% to Rs 57.6 crore Vs Rs 47.8 crore

- Revenue rises 8.6% to Rs 849.7 crore Vs Rs 782.5 crore

Bharti Hexacom Q4 (YoY):

- Profit spikes 110.4% to Rs 468.4 crore Vs Rs 222.6 crore

- Revenue grows 22.5% to Rs 2,289 crore Vs Rs 1,868 crore

AurionPro Solutions Q4 (Consolidated YoY):

- Profit soars 30.8% to Rs 50.3 crore Vs Rs 38.5 crore

- Revenue jumps 32.4% to Rs 327 crore Vs Rs 246.9 crore

VST Tillers Tractors Q4 (Consolidated YoY):

- Profit tanks 29.7% to Rs 24.4 crore Vs Rs 34.8 crore

- Revenue increases 10.2% to Rs 301.4 crore Vs Rs 273.4 crore

- Board recommends a final Dividend of Rs 20 per share

VIP Industries Q4 (Consolidated YoY):

- Loss widens to Rs 27.4 crore Vs Rs 23.9 crore

- Revenue declines 4.3% to Rs 494.2 crore Vs Rs 516.3 crore

Honeywell Automation Q4 (YoY):

- Profit drops 5.6% to Rs 139.9 crore Vs Rs 148.2 crore

- Revenue grows 17.2% to Rs 1,114.5 crore Vs Rs 950.7 crore

GlaxoSmithKline Pharmaceuticals Q4 (Consolidated YoY):

- Profit zooms 35.2% to Rs 262.9 crore Vs Rs 194.5 crore

- Revenue increases 4.8% to Rs 974.4 crore Vs Rs 929.8 crore

- Board recommends final dividend of Rs 42 per share

Key Corporate Developments and Updates

Mahindra Lifespaces: Approved raising up to Rs 1,500 crore via a rights issue.

Raymond: The stock will trade ex/record for the demerger of its real estate arm, Raymond Realty. Shareholders will receive one share of Raymond Realty for every share held in Raymond (1:1 ratio).

Syrma SGS Technology: Approved raising nearly Rs 1,000 crore through a qualified institutional placement or other means. Also incorporated two subsidiaries to manufacture electronic components.

ITD Cementation India: Received a Rs 593 crore order for construction at Jaipur International Airport, Rajasthan.

Avenue Supermarts: Opened a new store in Punjab, bringing the total number of stores to 420.

Ethos: Acquired 1.73 lakh equity shares in Silvercity Brands AG. Its stake reduced to 33.88% from 34.39%.

Punjab National Bank: Sold its entire stake in India SME Asset Reconstruction Company at Rs 16.29 per share.

Aurobindo Pharma: Its subsidiary received UK regulatory approval to market Zefylti.

360 One WAM: B&K Securities obtained the required prior approval for acquisition.

Deep Industries: Its subsidiary entered a joint venture with Simplex Infrastructures to pursue growth opportunities through business synergies.

EPL: The Competition Commission of India approved Indorama Netherlands B.V.’s proposed acquisition of a 24.9% stake. Indorama Netherlands is an indirect subsidiary of Indorama Ventures Public Company.

Kfin Technologies:

Seller: General Atlantic Singapore Fund Pte (foreign promoter entity)

- Sold 86 lakh shares at Rs 1,040.31 per share

- Sold another 86 lakh shares at Rs 1,041.56 per share

Total stake sold: 9.99%, worth Rs 1,790.4 crore

Buyers:

- Societe Generale: Acquired 34,47,285 shares at Rs 1,040, worth Rs 358.52 crore

- Kotak Mahindra Mutual Fund: Bought 19,32,367 shares at Rs 1,040, worth Rs 200.97 crore

- Copthall Mauritius Investment: Purchased 9,44,185 shares at Rs 1,040.66, worth Rs 98.25 crore

Total acquired: 3.67% stake, worth Rs 657.74 crore

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