Q3FY25 Result Highlights REC | SBI | Swiggy | Asian Paints | Airtel | CA Rachana Ranade
Published: 2025-02-06
Status:
Available
|
Analyzed
Published: 2025-02-06
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Bharti Airtel's Q3 results were impressive with significant revenue and net profit growth, and a 19% year-on-year increase in average revenue per user.
"best result I personally feel is of bti retel Revenue up 88.8% ... actual Revenue 45,000 ... net profit has jumped four times ... average revenue per user that has jumped from 208 Q3 f524 to 24 Q3 F525 that's a rise of 19% on a year- on-ear basis so Airtel numbers wise looks really really good"
Pending
SBI's Q3 results were positive, with net profit exceeding expectations, 14% loan growth, 10% deposit growth, and a potential for double-digit growth in unsecured personal loans.
"SBI Q3 result net profit expected was 16,000 crores actual 16891 crores ... reported a loan growth of 14% deposit growth at 10% and SBI chairperson says that there is a chance that they may see double digit growth in unsecured personal loans"
Pending
Asian Paints' Q3 results missed expectations at most levels, with a 23.3% fall in net profit.
"Asian paints again not good results missed at almost all levels Revenue estimate was 8,900 actual is 8,500 ... net profit fell 23.3%"
Pending
REC declared an interim dividend of ₹4.30 per share, but actual loan growth of 13.5% was below the management's guidance of 15-17%.
"interim dividend has been declared at 4 rupees 30 PES per share ... management had given a guidance of around 15 to 17% but actual loan growth stood at 13.5%"
Pending
Nifty needs to close comfortably above 24,800 to head towards 26,200; otherwise, it may remain a 'sell on rise' market.
"unless and until market closes comfortably above 24,800 I don't see it going back to 26,200 levels"
Pending
Nifty closing comfortably above the 150-day moving average could signal bullish momentum in the coming week.
"if markets are able to close above 150 Dema comfortably in that case we can see some sort of bullish side momentum in the coming week"
Pending
The Indian Rupee is depreciating, but it is part of a broader trend of most currencies weakening against the appreciating US dollar; it is not among the worst performers.
"Indian rupee is also depreciated iting very badly ... it's almost all the currencies which are performing badly because it's the US dollar which is appreciating much against all the currencies ... Indian rupe is not like one of the worst performing currencies"
Pending
Dixon Technologies' Q3 results were impressive, showing a significant jump in sales, operating profit, and net profit.
"sales up from 4,800 to 10,454 huge jump in Top Line operating profit from 184 to 391 CR and net profit up from 97 CR to 216 CR B on face quarterly results look amazing"
Pending
Gold is bullish and expected to hit new highs due to persistent geopolitical uncertainty; it is included in the speaker's portfolio.
"gold is at an all-time high ... I still am bullish on gold if if all these political uncertainty conditions remain political as in geopolitical uncertainty if it persists then gold will keep on hitting newer and newer highs is gold in my portfolio answer is yes"
Pending
Silver, like gold, is expected to perform well and the speaker is bullish on both commodities.
"Commodities like silver I've also mentioned about silver in the same video and I feel that silver equally will have a very good chance of going up gold silver both Commodities I am bullish on"
Pending
A 25 basis points (0.25%) rate cut by the RBI is expected and should be positively received by the market.
"we do expect a 25 basis points rate cut 25 basis points rate cut is 0.25% rate cut and if really that be so then ideally Market should give this a big thumbs up"
Pending
Delhi election results are expected day after tomorrow and will be assessed for their market impact.
"day after tomorrow we have the Delhi elections results so will that really impact the market or not"
Pending
Swiggy's Q3 results show a widened loss and net loss, suggesting the stock might decline further.
"the loss has widened 43.7% it has gone from minus 341 crores to minus 490 crores ... Revenue has increased 10% but eida losses have increased again net loss widened 27.7% and this happened after market hours so again tomorrow there's a great chance that this stock can slide further"
Pending
The market is expected to be a 'sell on rise' market until Nifty closes above 24,800, rather than a 'buy on dip' market.
"unless and until market closes about 24,800 till then it will be more of sell on Rise rather than Buy on dip Market"
Pending
The new Direct Tax Code is anticipated and its contents are awaited.
"direct tax code is also something which we are waiting for let's see what what's in store for the new direct tax code"
Pending
FIIs are finding US markets and bonds more attractive due to good returns and lucrative yields, leading them to prioritize the US market over India.
"for fiis right now the problem is that they're getting good returns in USA also US Stock Market is also doing good ... their yields twoyear bonds for the US so two-year us bonds 10 year us bonds all are pretty much lucrative right now the yields are good so fi right now are are feeling their bond market and their Market more attractive the US market more attractive as compared to India's"
Pending
There are predictions from some that the market will fall an additional 15-20% this year.
"a lot of astrologer type people saying this year is very bad for market and Market will go further 15 to 20% down from here"
Pending
Discontinuing mutual fund SIPs during a market downturn is a 'horrible idea'; falling markets are the best time to continue SIPs to achieve profitability faster.
"horrible idea to discontinue mutual fund sips this is where in fact you will be able to make quick I mean not quick I will say you will be in a profitable position faster than those who are stopping sips right now best time to do sips is falling markets not Rising markets and we are in Falling markets right now that is why it's the best time to do sips please don't even think about stopping sips right now"
Pending
The defense sector theme remains intact with plans for exports and self-reliance, although short-term pain is possible, long-term prospects are positive.
"defense as a theme definitely remains intact we have a lot of plans for you know defense exports and and becoming more and more atbar in this area ... defense as a theme definitely remains intact is there pain in the short-term possibility yes but in the long term I don't think there's going to be a big problem for defense as a theme"
Pending
Two-wheeler stocks may perform better than the broader auto sector due to consumption boost and potential rate cuts, which could lead to a boom.
"automobiles versus two wheer stocks I feel two wheer stocks may be maybe a bit more in line Light May perform better reason again logic is very simple we are boosting consumption ... on top of that if tomorrow RBI decides to cut on repor rates there there are again great chances that these stocks are going to see some boom"
Pending
It is not a good time to sell SGB units, especially considering the tax-free income after eight years; the speaker is not selling their SGB holdings.
"is it good time to sell sgb units ah I don't think so not at all if you hold it for eight years you're going to get the entire income as tax free ... I have sgb units I'm not going to sell them"
Pending
A 25 basis points rate cut from the RBI is expected, which should be positively received by the market.
"we do expect a 25 basis points rate cut 25 basis points rate cut is 0.25% rate cut and uh if really that be so uh then uh ideally Market should give this a big thumbs up"
Pending
Nifty needs to close above 24,800 to reach 26,200 levels; until then, it may see profit booking or further decline.
"until and unless market closes comfortably above 24,800 I don't see it going back to 26,200 levels till then we never know it can go up we can see some profit booking it can come down"
Pending
Until Nifty closes above 24,800, the market is expected to be a 'sell on rise' rather than a 'buy on dips' market.
"I personally have this opinion that unless and until market closes about 24,800 till then it will be more of sell on Rise rather than Buy on dip Market"
Pending
The defense sector theme remains strong, with plans for increased defense exports and self-reliance.
"defense as a theme definitely remains intact we have a lot of plans for uh you know defense exports and and becoming more and more atbar in this uh area"
Pending
A potential RBI repo rate cut could lead to a boom in two-wheeler stocks.
"if tomorrow RBI decides to cut on repor rates there there are again great chances that these stocks are going to see some boom"
Pending
Geopolitical uncertainty is expected to drive gold prices to new all-time highs.
"if all these political uncertainty conditions remain political as in geopolitical uncertainty if it persists then gold will keep on hitting newer and newer highs"
Pending
It is recommended to hold up to 10% of one's portfolio in gold.
"ideally up to 10% you should have gold in your portfolio"
Pending
Both gold and silver commodities are expected to perform well, with silver having a good chance of increasing in price.
"silver equally will have a very good chance of going up gold silver both Commodities I am bullish on"
Pending
Two-wheeler stocks are expected to perform better than the broader automobile sector due to consumption boost.
"if you are asking me about automobiles versus two wheeler stocks I feel two wheer stocks may be maybe a bit more in line Light May perform better reason again logic is very simple we are boosting consumption"
Pending
A potential RBI repo rate cut could lead to a boom in two-wheeler stocks.
"on top of that if tomorrow RBI decides to cut on repor rates there there are again great chances that these stocks are going to see some boom"
Pending
Nifty is unlikely to reach 26,200 levels unless it comfortably closes above 24,800.
"until and unless market closes comfortably above 24,800 I don't see it going back to 26,200 levels"
Pending
Until Nifty closes above 24,800, it is expected to be a 'sell on rise' market rather than a 'buy on dips' market.
"unless and until market closes above 24,800 till then it will be more of sell on Rise rather than Buy on dip Market"
Pending
The defense sector theme remains strong due to plans for increased exports and self-reliance.
"defense as a theme definitely remains intact we have a lot of plans for you know defense exports and and becoming more and more atbar in this area"
Pending
While short-term pain is possible, the long-term outlook for the defense sector theme is positive.
"defense as a theme definitely remains intact is there pain in the short-term possibility yes but in the long term I don't think there's going to be a big problem for defense as a theme"
Pending
SBI anticipates double-digit growth in unsecured personal loans.
"SBI chairperson says that there is a chance that they may see double digit growth in unsecured personal loans"
Pending
It might not be advisable to book losses on Public Sector Enterprise stocks, especially if they have strong fundamentals despite recent corrections.
"even this sector something like a public sector Enterprise related stock which is there which which if it is there in your portfolio I don't think it would be a great idea to book losses"
Pending
The automobile and real estate sectors will likely underperform until the economy experiences a fast revival.
"until and unless our economy starts Reviving at a fast pace neither economy nor um nor real estate will do exceptionally well"
Pending
Dixon Technologies' Q3 results show significant year-on-year growth in sales, operating profit, and net profit, indicating impressive quarterly performance.
"sales up from 4,800 to 10,454 huge jump in Top Line operating profit from 184 to 391 CR and net profit up from 97 CR to 216 CR B on face quarterly results look amazing"
Pending
A 25 basis points rate cut from the RBI is expected to be positively received by the market.
"we do expect a 25 basis points rate cut 25 basis points rate cut is 0.25% rate cut and uh if really that be so uh then uh ideally Market should give this a big thumbs up"
Pending
The US dollar is expected to continue appreciating against most currencies, impacting global currency performance.
"it's almost all the currencies which are performing badly because it's the US dollar which is appreciating much against all the currencies"
Pending
Geopolitical uncertainty is expected to drive gold prices to new all-time highs.
"if all these political uncertainty conditions remain political as in geopolitical uncertainty if it persists then gold will keep on hitting newer and newer highs"
Pending
Silver is expected to perform well, similar to gold, with a bullish outlook on both commodities.
"Commodities like silver I've also mentioned about silver in the same video and I feel that silver equally will have a very good chance of going up gold silver both Commodities I am bullish on"
Pending
It is advised not to discontinue mutual fund SIPs, especially during falling markets, as it is the best time to accumulate and potentially reach profitability faster.
"horrible idea to discontinue mutual fund sips this is where in fact you will be able to make quick I mean not quick I will say you will be in a profitable position faster than those who are stopping sips right now best time to do sips is falling markets not Rising markets and we are in Falling markets right now that is why it's the best time to do sips please don't even think about stopping sips right now"
Pending