VOLUME GROWTH
UPI transaction volume expected to rise to 439 bn by FY29: PwC India report
A PwC India report predicts UPI transaction volume to rise to 439 billion by 2028-29, accounting for 91% of retail digital payments. The digital payments landscape will see significant growth, with overall transactions increasing from 159 billion in 2023-24 to 481 billion by 2028-29. Credit card usage is also expected to grow substantially.
Want stocks that can offer 20-30% CAGR? Look for these 2 factors: Rahul Rathi
Rahul Rathi, Chairman & Fund Manager at Purnartha PMS, discusses his bullish outlook on India's energy sector, capital goods, and industrials. He emphasizes the significance of operational efficiencies and internal demand for driving company's earnings growth, highlighting investment opportunities in companies like GAIL and Tech Mahindra, which exhibit strong margin expansion and operational improvements.
Stock picking: 3 factors that are driving Rahul Rathi’s investment strategy
Rahul Rathi, Chairman & Fund Manager at Purnartha PMS, emphasizes their investment strategy focusing on volume growth, operating margin expansion, and valuation. The strategy shift accounts for changes in the interest rate environment. Key investments include GAIL, Bajaj Finance, and HDFC Bank. They aim for steady returns through a consistent, data-driven approach.
August Sales Forecast: Dealer dispatches may slow down as inventory piles up
The passenger car industry is facing a decline in wholesale volumes for the first time in 30 months, with August expected to see a 2.5-3% drop year-on-year. Rising inventory and a lack of attractive new models are contributing to this downturn. The sector is projected to dispatch around 350,000-355,000 units, down from 359,000 in August 2023. Despite nearly two dozen new SUV models launching, experts anticipate limited impact on overall sales. A recovery is expected in October with the festive season.
Why is Mirae Asset more bullish on largecaps over small and midcaps for next 2-3 years? Gaurav Kochar explains
Gaurav Kochar, Fund Manager at Mirae Asset, notes that current market valuations for large-caps and mid-caps are higher than historical averages but are supported by strong earnings growth forecasts. He expressed a positive outlook on financials, consumer discretionary, building materials, and pharma, while being cautious on auto, industrials, and IT sectors.
Leading out in style, Gravita India shares may go up to Rs 2,350: Motilal Oswal
Motilal Oswal recommended buying Gravita India shares with a target price of Rs 2,350, driven by industry tailwinds and favorable policies. Gravita’s core lead recycling business is set to grow, along with its Aluminum and Plastic segments. Risks include supply chain issues and regulatory changes.
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Hindalco Q1 results today: Here's what to expect
Hindalco Q1 results today: Hindalco may report an 11% YoY revenue growth with profits expected to rise 39% YoY. Analysts emphasized strong volumes and higher aluminum pricing effects. Motilal Oswal, Kotak Equities, and YES Securities stressed the significance of commissioning multiple capex projects and Novelis' EBITDA guidance. Factors like better realizations and stable costs contributed to the positive outlook.
ETMarkets Smart Talk: We are currently in India’s Golden Decade; I see Sensex at 1,15,253 by 2030: Amisha Vora
In the 1970s, the Group’s founder, Prabhudas Lilladher Sheth, traveled to the US and studied stockbroking and market practices of US exchanges. He offered valuable insights to Mr. Phiroze Jamshedji Jeejeebhoy, Chairman of the Bombay Stock Exchange (BSE), contributing to the transformation of India’s stock market from manual outcry trading to computer-based systems.
Rural volume growth likely to pick-up for FMCG companies: Preeyam Tolia
And we are seeing the signs of recovery in the volume growth, then definitely it is a positive sign in terms of the overall top line growth and the bottom line growth.
FMCG volume growth slows in June quarter, rural outpaces urban market: NielsenIQ
In the June quarter of 2024, the FMCG industry's volume growth slowed to 3.8% due to macroeconomic challenges affecting staple foods like packaged salt, wheat flour, and palm oil. This is a decline from 7.5% in the same quarter of 2023 and 6.5% in the previous quarter.
Volume and value growth to converge in second half of Q2FY25: Pidilite
Pidilite Industries Ltd. managing director Bharat Puri expects volume and value growth to align in the second half of Q2 2024, with value growth potentially surpassing volume due to improved product mix. The company reported a 9.6% increase in volume and a 21% rise in net profit to Rs. 571 crores. Export sales were affected by geopolitical tensions and shipping delays.
Premiumization is driving long-term growth in India: Prateek Agrawal
Yes, somebody who is in the value part can change merchandise and still do very well, so that remains to be seen. But we are not for value. I think roti, kapda, makan kind of stuff is completed for India. Whatever is left will be done over the next two-three years. So, if you see volume growth in the base categories, they are tending towards zero very quickly. Premiumisation is the story.
Market to remain overall buoyant as domestic MF flows very strong: Sachin Shah
So, I think that premiumisation game continues to be the theme out there. And we are seeing a similar trend within the two-wheelers also where what used to be 100cc or 125cc market is now going to 150cc to 350cc-plus kind of market, so that is the theme that we are seeing across the products, across the categories.
Commodity prices key for future of Britannia, margin expansion focus, says Kaustubh Pawaskar, Sharekhan
Britannia's quarterly results were in line with expectations, showing higher-than-expected revenue. Margins remained strong, supported by stable commodity prices despite recent price cuts. Key upcoming factors include performance in the Hindi-speaking regions and commodity price trends, which influenced a notable 200 bps rise in gross margin.
Don't foresee substantial volume growth in domestic market this year: Rahul Bharti, Maruti Suzuki
So, as things stand today, if the factors continue there is no one-off in this Q1, it will depend on factors like the usual margin determinants, like commodities, forex, like discounts in the market because of volume we have some operating leverage or deleverage, it will depend on those factors. Some commodities are hardening, like copper and aluminium.
Unicommerce records 16% growth in clients' order volume during mid-year online sales
Unicommerce provides software-as-a-service (SaaS) platform for end-to-end management of ecommerce operations for direct-to-consumer (D2C) brands, brand aggregators, traditionally offline brands, marketplaces, logistics players, and small and medium-sized businesses (SMBs) through a comprehensive suite of SaaS products.
Edible oil volume growth expected to stabilize at 8-10%: Angshu Mallick, Adani Wilmar
See, palm oil has another role of other than edible oil, it also goes for biofuel and both Indonesia, Malaysia has a certain mandate for biofuel. So, B20, B30, now B40, they are planning. So, what happens is that any such announcements jacks up the prices, otherwise palm should be stable going forward.
Ruloans reports 40% growth in FY24, reaching Rs 37,500 crore business volume
For FY25, Ruloans aims to achieve a growth rate of 30% and reach a business volume of Rs. 50,000 crore. Ruloans have forayed into education loans as well as solar & machinery loans this financial year and will go more focussed and aggressive on the same.
Ashok Leyland MD on Q1 results, plans to list subsidiaries & more
Ashok Leyland, led by CEO Shenu Agarwal, expressed strong potential in its subsidiaries like Hinduja Leyland Finance, Hinduja Housing Finance, and Hinduja Technologies. Despite election impacts, Q1 volumes hit record highs. Prospects look promising for FY25. Agarwal also says that a lot of positive momentum is building and he expect sQ2 also will be good.
Rural market likely to report 6.1 pc volume growth in FY25: Report
The FMCG sector reported a projected 6.1% volume growth in rural markets for this fiscal, driven by population but hindered by inflation and savings focus. Premium products are increasingly popular, especially via e-commerce.
What should you do with Nestle stock after its Q1 earnings? Preeyam Tolia answers
So, if you see from a medium-term perspective or a shorter-term perspective, there could be some pressure because of the margin pressure. But on a longer-term basis, we continue to remain positive on Nestle because there are two-three reasons for that.
Outlook for Q2 looking strong; potential for double digit volume growth in FY-25: Amit Syngle, Asian Paints
We are also seeing that from the point of view of quarter two, the institutional sales as I mentioned and also some part of the industrial sales is something which we see an uptick.
Cement companies likely to post muted performance in Q1 amid sluggish demand
Cement makers have not been able to raise prices in any of the months since November 2023. It has prompted them to focus on volume growth, which is likely to increase the competitive intensity.
Bajaj Auto Q1 performance driven by product mix improvement in motorcycle segment: Abhishek Gaoshinde
The key highlight of this number is that the performance was largely driven by the improvement in the product mix in the motorcycle segment. It was largely the 125cc segment that has maintained and despite that the company has reported that kind of growth in overall motorcycle sales.
No doubt in India's long term story; don't see much scope for big earnings downgrade: Sanjeev Prasad
So, at this point in time I do not know whether there is much scope of earnings upgrades. Also, keep in mind the fact that in the last few quarters, a lot of earnings growth has come from positive surprises or increase in profitability and margins, not so much as volume growth. And fortunately, in some sectors, we are still not seeing really meaningful signs of volume recovery.
Should you worry about discounts on SUVs by auto companies? Siddhartha Khemka explains
Siddhartha Khemka from MOFSL highlights concerns over M&M's SUV price cut amid strong demand, causing profit booking before the festive season. Asian Paints faces competition and slow volume growth, affecting net profits despite potential price hikes. M&M's celebratory offer has no inventory buildup, amid good monsoon, rural recovery, and attention spike after a harsh summer.
Expect 8-10% industry volume growth for FY-25: Mohan Bangur, Shree Cement
So, in the next three quarters, the demand has to meet around 9% to 10% to make up for the lost time. In the first quarter, there were elections, there were water shortage, uncertainty of election results were there, now all those is over.
Medanta management on business performance, growth outlook and more
So, on an overall basis, we are very happy with how things are going. This is in line with our stated strategy of making sure we focus on quality, driving growth through volume.
Roosevelt Dsouza of Nielssen on whether the trend of rural India catching up in FMCG demand is durable
Roosevelt Dsouza of NielsenIQ discusses FMCG trends, emphasizing rural-urban gap. Growth driven by small pack preferences and personal care in rural areas. CEOs review Nielsen report. India awaits rural recovery. Consumer behavior shifts to volume growth. Categories perform differently. Dsouza says there are certain categories where one can see K-shaped growth with some categories moving up and some going down.
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