Market Mantra

ITC Ltd. , a titan in India’s diversified business landscape, is steadily evolving into a future-ready, climate-positive conglomerate. With resilient performance in FY25 and strategic pivots across FMCG, agriculture, IT, and sustainability, ITC is well-positioned for multi-decade growth. Let’s explore the full outlook for ITC, keeping in view recent financials, structural reforms, and long-term opportunities. 🔍 FY25 Snapshot: A Year of Resilience Metric FY25 Growth YoY Gross Revenue ₹73,465 Cr 🔼 10.2% EBITDA ₹24,025 Cr 🔼 2.3% PAT (Continuing Ops) ₹20,092 Cr 🔼 0.9% Dividend ₹14.35/share ✅ Attractive payout FMCG Revenue ₹54,613 Cr 🔼 6% Agri Business ₹19,754 Cr 🔼 25% Paper & Packaging ₹8,423 Cr 🔼 1% The demerger of ITC Hotels was completed in FY25, reducing capital load and sharpening focus on core verticals. 🛍️ FMCG: Strengthening the Core Cigarettes : Revenue up 7.1% YoY; solid recovery in volume + premium innovations l...

NHPC Ltd. , India’s largest hydropower PSU, is undergoing a significant transformation. As the government intensifies focus on Indus Waters Treaty (IWT) utilization , clean energy, and water security, NHPC stands at the center of a historic opportunity. With the RBI potentially signaling a 50 bps repo rate cut , borrowing costs are poised to fall—offering a golden runway for long-gestation infra companies like NHPC. 🔍 Current Snapshot (2025) Installed capacity : 8,140 MW (hydro + solar + wind) Projects under construction : 9,897 MW Projects under clearance + survey : ~28 GW in pipeline Market cap : ₹90,000+ crore Current stock price : ₹85.14 (as of June 2025) Dividend payout : ~62% of PAT | ₹1.91 per share PAT FY25 : ₹3,084 crore | EBITDA Margin: 58% Profit per MW : ₹56 lakh | Return on Net Worth: ~8.04% 📉 Repo Rate Cut: Why It Matters A 50 basis point repo cut by the RBI significantly lowers the cost of capital for infra firms like NHPC: 🏗️ Hydro ...