INDIA SECTOR - Q2 FY 2025

Hopes of rebound

Editorial  SIPs can be slippery They do not solve the problem of exit timing and bad fund performance and are not reliable for goal-based investing	Cover Story  Q2 of FY 2025 Profit growth moderates Even as the rural demand is on recovery, the slowdown in urban demand causes stress
Sector  Banking Mixed show Margins, credit cost, low cost deposits and loan growth witnessing pressure	Sector  Automobiles Mixed bag Car demand is moderating, while 2W sales remains strong
Sector  Capital Goods Execution to pickup in H2 Order inflow to pickup in second half of current fiscal considering continued strong order pipeline	Sector  Cement Better pricing ahead Good monsoon to aid demand recovery
Sector  FMCG Urban demand slows Inflationary cost pressures are putting stress on margins	Sector  Paints Weak demand sentiment Heightened competitive intensity impacting margins
Sector  Oil Refineries Weak performance LPG underrecovery drags performance	Sector  Software Demand rebound Strong deal wins in Q2 after a long lull
Sector  Steel Net importer Predatory pricing from China is expected to continue	Market watch  Market Report Gradual recovery Slowdown in selling by overseas investors, buoyant US consumer spending, and nomination of a fiscal hawk as Treasury secr...
Corporate Scoreboard  All important financial and market data of 2000 companies, on consolidated-first priority basis, classified under leading sectors.	Bulletin  Corporate action by companies
Archives of Ideas  Archive of interesting ideas, with new ideas added every fortnight.	Stock Watch Idea  An interesting idea worth tracking.
Market watch  Market Report Gradual recovery Slowdown in selling by overseas investors, buoyant US consumer spending, and nomination of a fiscal hawk as Treasury secr...	IPO Centre  Vishal Mega Mart Leading offline retailer Offers a wide array of products through both in-house and third-party brands across apparel, general merchandise and FMCG
Capitaline Corner  Spotlight on our choicest idea.