Paytm's stock has experienced a significant surge in 2025, fueled by a recent RBI approval and a profitable first quarter. Analysts suggest potential for further gains, with targets ranging from Rs 1,220 to Rs 1,400. However, some caution that the rally may be overextended, advising investors to consider potential pullbacks as buying opportunities, while being aware of resistance levels.
Vishal Mega Mart's shares experienced a surge following the announcement of robust first-quarter FY26 results. The company's Profit After Tax (PAT) witnessed a substantial 37.2% increase, reaching Rs 206.10 crore, while revenue from operations grew by 21% to Rs 3,140.30 crore. This impressive performance reflects the strength of their strategy in providing affordable products to consumers across India.
Muthoot Finance shares: Muthoot Finance's shares surge following strong Q1 FY26 results. The company reports a significant 65% year-on-year increase in net profit. Loan assets under management reach a record high. The company crosses a market capitalization of Rs 1 trillion. George Jacob Muthoot expresses confidence in sustaining growth. The company focuses on digital transformation and customer experience.
Jubilant Foodworks shares: The company posted a robust 59.8% year-on-year jump in profit after tax (PAT) for Q1 FY26, reaching Rs 97.2 crore. The PAT margin expanded by 115 basis points to 4.3%. Quarterly revenue climbed 17% year-on-year.
Saurabh Mukherjea of Marcellus Investment Managers anticipates profit margin compression in the AMC sector due to increased competition. He suggests potential US tariffs on India are negotiation tactics, expecting a 20% rate post-Russia-US deal, benefiting India's position against China. Mukherjea highlights tech disruption in broking and asset management, citing Zerodha and Groww's success.
U.S. inflation was unchanged in July as rising prices for some imported goods were balanced by falling gas and grocery prices, leaving overall prices modestly higher than a year ago.
