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Showing posts from July, 2025

Kei stock analysis

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  **KEI Industries Ltd (NSE: KEI) – Stock Analysis (As of July 2025)** ### 📌 **Basic Details** * **Company Name**: KEI Industries Ltd * **Sector**: Electrical Equipment (Cables & Wires) * **Market Cap**: \~₹28,000 – ₹30,000 crore *(midcap)* * **Current Price**: ₹3,750 – ₹3,850 (approx, varies daily) * **52 Week Range**: ₹2,000 – ₹4,000 * **PE Ratio**: \~38 – 42 * **Dividend Yield**: \~0.2% * **Promoter Holding**: \~38% --- ### 🔍 **Business Overview** KEI is a leading manufacturer of: * Power cables (EHV, HT, LT cables) * House wiring cables * Stainless steel wires * EPC projects (engineering, procurement & construction for power sector) It serves: * Retail (B2C) * Institutional (B2B) * Exports (20%+ revenue) --- ### 📈 **Recent Performance** * **Q4 FY24 Revenue Growth**: \~15% YoY * **Net Profit**: ₹150 – ₹180 crore per quarter (growing consistently) * **Export Growth**: 20–25% YoY * **Retail Sales (B2C)**: Strong double-digit growth, focus area --- ### 📊 **Financial Sna...

Nifty outlook today

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  Here’s the latest on the Nifty 50 outlook today: ## 📈 Market Summary & Technical Outlook * **Mid‑session recovery**: After a four-day slide, Nifty has rebounded sharply, climbing back toward **25,200**—buoyed by cooler-than-expected inflation data and hopes for a U.S.–India trade deal ([Enrich Money][1], [Goodreturns][2]). * **Key technical levels**:   * **Support**: Near **24,900–25,000**, anchored by the 50‑day EMA and earlier harmonic reversal zones ([The Economic Times][3]).   * **Resistance**: Between **25,300–25,400**, where a breach may signal further upside . * **Sentiment indicators**:   * RSI and EMA suggest oversold conditions from last week, prompting the sharp recovery ([5paisa][4]).   * Moneycontrol reports broad-based buying; mid‑ and small‑caps also gaining \~1% ([Moneycontrol][5]). * **Sector movement**:   * **Pharma and auto stocks** drove gains today ([Moneycontrol][5]).   * **IT remains under pressure**, continuing its underp...

Hdfc share analysis

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  Here’s a comprehensive analysis of HDFC Bank shares as of early July 2025: ## 📊 Share Price & Performance * **Current price**: ₹1,989 – ₹1,995, hovering just below the 52‑week high of ₹2,027 reached on June 26, 2025 ([marketwatch.com][1]). * **1‑year return**: Around +17 %–18 % ([indmoney.com][2]). * **6‑month return**: \~13 % ([m.economictimes.com][3]). * **Recent momentum**: Slight pullback this week (\~‑1 %) but monthly trend remains positive (+3–4 %) ([tradingview.com][4]). --- ## 📈 Fundamentals & Growth * **Q1 FY26 (ending June 2025)**:   * Gross advances up ~~6.7 % YoY (~~₹26.53 lakh cr).   * Deposits rose ~~16.2 % YoY (~~₹27.64 lakh cr) ([m.economictimes.com][5]). * **Return on Equity**: \~16.9 % ([indmoney.com][2]). * **Net Interest Margin (NIM)**: \~3.5 % consistently over 3 years ([ticker.finology.in][6]). * **Valuation**:   * P/E \~21.5x, above sector average (\~15–20x) ([indmoney.com][2]).   * P/B \~2.9x–3.0x ([indmoney.com][2]). --- ## ?...