AMBUJA CEMENTS LTD Q1 RESULTS
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 28%
More than the Nifty and Sensex, it is positive market breadth which reflects the street’s underlying optimism. A part of this is probably thanks to the statement over the weekend indicating a possible thaw in the India-US relationship which has been in the freezer for some time. Also, the street has started to build in a bullish start to festive season sales. There is, of course, nothing wrong in being bullish, but keep your expectations in check and be nimble-footed at this point of time. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
SpiceJet shares fall 5% after airline reports Rs 234 crore net loss in Q1FY26
SpiceJet Share Price: SpiceJet reported a net loss of Rupees 234 crore in the first quarter of fiscal year 2026. This is a reversal from last year's profit. Revenue also declined significantly. Geopolitical issues and aircraft delays impacted performance. Passenger revenue and load factor remained relatively stable. The airline's net worth improved due to financial restructuring.
SpiceJet to unground 10 aircraft by April 2026, expansion underway to meet market demand
SpiceJet aims to restore grounded aircraft by April 2026, including several Boeing 737 NG, MAX, and Q400 planes. The airline has secured maintenance slots and dispatched engines for repair. SpiceJet received overhauled engines from StandardAero. SpiceJet raised funds and finalized a lease for ten Boeing 737s.
Mid-size housing projects set to gain most from GST rationalisation, says Amit Mamgain
The Goods and Services Tax rate change on cement and construction materials may help mid-size housing projects. Amit Mamgain of Yugen Infra says lower taxes will help developers and buyers. Metro cities may see more demand. Affordable housing will not change much. New rates may start after September 22, 2025.
Vedanta to pour Rs 17,000 cr into Jaiprakash Associates, beats Adani bid
Vedanta won the bid for Jaiprakash Associates with a ₹17,000-crore offer. It outbid Adani Enterprises in the insolvency battle. The deal involves major cement facilities. Only Vedanta and Adani submitted binding offers. Other suitors like Jindal Power and Dalmia Bharat did not participate. The Committee of Creditors will review Vedanta's winning bid. The resolution process for Jaiprakash Associates faced delays.
SpiceJet Q1 Results: Airline slips into red with Rs 234 crore YoY loss, revenue falls 36%
SpiceJet faced a setback in the first quarter of fiscal year 2025. The budget carrier announced a consolidated net loss of Rupees 234 crore. This contrasts with a net profit of Rupees 158 crore in the same period last year. Revenue from operations also declined significantly. It fell by 36 percent year-on-year, reaching Rupees 1,060 crore.
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Oyo Q1 FY26 PAT doubles YoY to Rs 200 crore; revenue grows 47% to Rs 2,019 crore
Oyo has reported a profit after tax of over Rs 200 crore in the first quarter of fiscal year 2026, with revenue growing 47% to Rs 2,019 crore. The company's Gross Booking Value surged 144% to Rs 7,227 crore, driven by hotel openings and premiumization.
Varun Beverages Ltd forms JV with Everest International to make refrigerators
Varun Beverages has entered into a joint venture with Everest International Holdings, forming White Peak Refrigeration. VBL holds a 50% stake in the venture, which will focus on manufacturing visi-coolers and other refrigeration equipment. The company has invested ₹21.25 crore, acquiring 2,12,50,000 equity shares in White Peak Refrigeration Pvt Ltd.
How will the recent GST changes affect different sectors of the economy?
GST slab rationalization is set to spur consumption and economic growth. Automobile, cement, and consumer goods sectors are likely to benefit. Two-wheeler makers with higher than 350 cc bikes may face negative impact. Retail-focused lenders could see improved credit demand. Renewable energy companies may gain from GST reduction on solar cells.
Profit-taking in consumption sectors won't end GST rally: Analysts
Profit-taking occurred in consumption-oriented sectors. Analysts believe the rally in autos, consumer durables, FMCG, and metals will continue. Gains may be stock-driven. Cash-based buying is likely to resume. GST cuts aim to boost consumption before the festive season. Investor caution exists regarding inventory management. Management commentary is awaited on lower-GST products and demand.
Omnichannel jewellery retailer Bluestone narrows Q1 loss as revenue rises 41%
For the Bengaluru-based company, which announced its first results after listing on the Indian bourses, total expenses during the quarter rose 29% to Rs 538.4 crore, led by a 51% jump in employee benefit costs to Rs 62.9 crore.
GST cut on cement to boost sector, accelerate infrastructure growth: Industry players
Welcoming the development, Akhoury, who is also Managing Director, Shree Cement, said cement is a foundational input material for infrastructure and housing, and the move will likely boost consumption, augmenting considerable infrastructure, including affordable housing. Adani Cement, which owns Ambuja Cements & ACC, said a reduction in duty on cement will 'accelerate the nation's infrastructure pipeline, catalyse industrial expansion, and strengthen India's march towards a multi-trillion-dollar economy'.
Ambuja Cements, ACC and other cement stocks surge up to 4% after GST slashed from 28% to 18%
Cement stocks surged following the GST Council's decision to reduce the tax on cement from 28% to 18%. This move is expected to boost infrastructure and construction activity by lowering input costs. Jefferies views the rate cut as a positive step, potentially improving industry dynamics and profitability through better pricing and input tax credit benefits.
Small and mid-cap firms lag behind large caps in Q1 earnings show
An ETIG analysis reveals that small and mid-cap firms underperformed large caps in the June quarter, with profit growth hitting multi-quarter lows. Large caps saw improved profit and sales growth, maintaining stable profit margins, while smaller firms experienced declines.
JSW Cement’s loss widens in Q1 on exceptional loss
JSW Cement reported a consolidated loss of Rs 1,366.41 crore for the June quarter, significantly higher than the previous year, due to an exceptional loss from converting compulsory convertible preference shares into equity shares. Despite the loss, revenue grew by nearly 8% to Rs 1,559.
JSW Cement Q1 profit before exceptional item & tax at Rs 164.74cr, revenue up 7.8%
JSW Cement Ltd reported a multi-fold increase in its profit before exceptional items and tax of Rs 164.74 crore for the first quarter ended June 2025.
Premium cement brands to be key beneficiaries of GST cut; price hikes likely in H2: Nomura analyst
Cement GST likely cut from 28% to 18%, boosting sector profitability. Price hikes of 4–6% expected in FY26 amid steady demand. Leading brands benefit from premiumisation, while consolidation continues gradually. Housing and infrastructure projects drive volumes, supporting medium- to long-term growth for India’s top cement makers.
Is India's Q1 GDP growth overestimated? The surprise behind the better-than-expected 7.8% number
HSBC India warns that India’s June quarter GDP growth of 7.8% may be overstated due to low deflators, especially in services and manufacturing. Inflation adjustments risk inflating real growth. External pressures like US tariffs and GST revenue impacts pose further challenges. Economists emphasize cautious optimism and stress the need to monitor growth sustainability amid evolving fiscal and global dynamics.
India Playbook 2025: Proposed tariff imposition from US punishes Indian market despite resilient economy
Global equities rallied on US-Russia talks, but Indian markets lagged, with FIIs turning sellers amid tariff fears, weak Q1 topline growth and slowing consumption. Yet, GST reforms and discounted Russian oil imports may cushion the economy.
UltraTech, Dalmia Bharat offer 13–16% upside as cement sector builds on pricing discipline: MOFSL
India’s cement sector shows resilience with stable August 2025 prices, strong demand outlook, and GST cut hopes. Lower fuel costs, infra push, and housing growth support profitability, while UltraTech and Dalmia Bharat remain strong BUY picks.
RBL Bank shares rise 3% after Societe Generale acquires shares worth Rs 79 crore via bulk deal
RBI Bank share price: French lender Societe Generale executed a bulk deal in RBL Bank, purchasing over 31 lakh shares worth Rs 79 crore at an average price of Rs 250.57, while simultaneously offloading 1.29 lakh shares in another trade.
India Inc earnings downgrade drought shows first signs of breaking: Will Q2 mark the bottom?
The earnings decline for Indian companies might be nearing its end. Q1 saw the smallest downgrade cycle in a year. Large companies are showing stability. Oil and Gas sector boosted overall growth. Construction materials and telecom sectors are performing well. Textiles and consumer durables are facing challenges. Rural consumption revival and potential RBI policy changes could aid growth.
Cantor initiates coverage on Ambuja Cements with 'Overweight' rating, sets target price at Rs 745
Global brokerage Cantor has initiated coverage on Ambuja Cements with an ‘Overweight’ rating and a target price of Rs 745, implying 28% upside. The firm cites Ambuja’s capacity expansion, cost efficiencies, and premium products as key drivers of growth and valuation re-rating potential.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 26% in 1 year
Four days of upward movement, and then some profit-booking. One big positive development (the proposed GST rate rationalization) and one possible headwind (additional tariff) which could impact businesses. But one thing is very clear from the last few trading sessions: There is enough money waiting to come into the market if peace returns on the tariff war front. So, wait for the event risk to get over and watch the news flow. And stay selectively bullish, but with a long-term perspective. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
UBS Securities bets on 3 cement stocks with up to 25% upside potential
UBS Securities picked Ambuja Cement, UltraTech, and Dalmia Bharat as top buys, citing demand recovery, lower costs, and reforms. Despite Q1 volumes missing estimates with just 3% growth, UBS expects strong EBITDA in Q2 and maintains a 7–8% FY26 growth outlook.
Midcaps, consumption and cement to lead market upside in H2: Pankaj Pandey
Pankaj Pandey suggests a promising second half for Indian markets, anticipating Nifty levels around 27,000. Cement and auto sectors are poised for growth, fueled by GST benefits. While cautious on insurance due to margin pressures, AMCs like HDFC AMC and Nippon appear attractive. Real estate sees potential in tier-II players and home-building products, favoring DLF and Max Estates.
Smallcap investors just got some bad news from Q1 earnings. Time to tweak your portfolio?
Smallcap investors face headwinds as Q1 earnings reveal an 11% YoY dip, with nearly half of companies missing estimates. Midcaps, however, shine with a robust 24% growth. Experts suggest a portfolio shift towards large-caps and mid-caps, anticipating a stronger second half driven by GST reforms and improved consumption.
Cement stocks on a strong footing in FY26; GST cut could cement further gains
Cement stocks surged in FY26, led by Nuvoco Vistas, JK Cement, and Star Cement, amid GST cut hopes. Strong Q1 FY26 profits highlighted sector resilience, efficiency gains, and investor confidence despite muted performance from large-cap peers.
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