2025-06-08Niranjan Ghatule
Motilal Oswal Midcap Fund’s May 2025 portfolio reveals key changes including a fresh entry into Zomato (Eternal Ltd), increased stakes in Dixon, Paytm, and Bharti Hexacom, and a sharp 30% reduction in Indraprastha Gas. Top holdings now include Coforge, Persistent Systems, and Kalyan Jewellers.
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2025-05-31Niranjan Ghatule
This article provides a detailed overview of promoter share pledging trends observed in the Q4 FY25 period. It highlights nine companies where promoter pledging has increased, analyzing their shareholding patterns and the potential implications of rising pledge levels. This is essential reading for investors looking to assess risk in companies with high or growing promoter pledges.
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2025-04-07Niranjan Ghatule
Kalyan Jewellers delivers a strong Q4 FY2025 performance with 37% consolidated revenue growth, driven by robust wedding demand and showroom expansion across India and the Middle East. The company outlines ambitious plans for FY2026, including 170 new showroom launches under Kalyan and Candere formats. Read the full quarterly update and outlook here.
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2025-02-18Niranjan Ghatule
Gold leasing rates have skyrocketed from 2-3% a month ago to 6-7% now, putting intense pressure on jewellers' margins. This sharp rise is primarily driven by tariff concerns from the Trump administration, which has led global banks to stockpile gold. As a result, India—one of the world’s largest gold consumers—is facing a supply crunch, forcing leasing rates higher
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