Auto Sector

1. Samvardhana Motherson International Ltd. (SMIL)

• Performance: Shares surged 7.7% following U.S. President Trump's consideration of modifying tariffs on foreign auto parts.

• Outlook: Potential beneficiary as U.S. automakers seek alternatives to Chinese components amid trade tensions.

2. Sona BLW Precision Forgings Ltd.

• Performance: Stock increased by 7.3% on optimism over eased U.S. tariffs.

• Outlook: Well-positioned to capitalize on global supply chain realignments

3. Bharat Forge Ltd.

• Performance: Shares rose 6% in response to potential tariff exemptions.

• Outlook: Expected to benefit from increased demand for non-Chinese auto components.​

4. Tata Motors Ltd.

• Performance: Stock climbed 5%, buoyed by positive developments in U.S. trade policy.

• Outlook: Approximately 25% of sales from the U.S. market positions the company to gain from tariff relief.

💼 Financial Sector

5. ICICI Prudential Life Insurance Company Ltd.

• Performance: Reported a more than twofold increase in Q4 profit to ₹3.86 billion, driven by strong group insurance demand.

• Outlook: Robust growth in group insurance premiums indicates a positive trajectory.​

6. ICICI Lombard General Insurance Company Ltd.

• Performance: Experienced an unexpected profit dip due to increased claims.

• Outlook: Investors should monitor claim trends and management strategies.​

7. IndusInd Bank Ltd.

• Performance: Shares are under pressure due to an anticipated 2.27% hit to net worth from an external derivatives probe.

• Outlook: Potential volatility as the situation develops.

⚡ Energy & Infrastructure

8. Vedanta Ltd. & Cairn Oil & Gas

• Development: Secured new exploration blocks, potentially enhancing production capacities.

• Outlook: Positive for long-term growth in the energy sector.​

9. ABB India Ltd.

• Development: Partnered with Indian Oil to digitize and automate a 20,000 km pipeline network.

• Outlook: Strategic move to improve efficiency and safety in energy infrastructure.​

📱 Telecom & FMCG

10. Bharti Airtel Ltd.

• Recommendation: Identified by ICICI Securities as a top stock to watch in 2025, with a projected FY26 Return on Equity (ROE) of 26.1%.

• Outlook: Strong position in telecom and digital services sectors

11. ITC Ltd.

• Development: Completed the demerger of its hotel business, forming a wholly owned subsidiary, ITC Hotels, effective January 1, 2025.

• Outlook: Strategic restructuring aimed at unlocking value in core business.

🏦 Banking & Financial Services

12. HDFC Bank Ltd.

• Recommendation: Highlighted by ICICI Securities as a key stock to watch, with an ROE of 14%.

• Outlook: Expected to benefit from rising credit demand amid economic recovery.

13. Bajaj Finance Ltd.

• Recommendation: Considered a top pick by analysts, reflecting strength in financial services.

• Outlook: Positioned to capitalize on consumer credit growth.​

Source: Taken from multiple websites

Disclaimer
The information provided in this media release is based on current facts and circumstances as of the date of publication. It may contain forward-looking statements, including but not limited to projections, expectations, or assumptions about future events or performance. These forward-looking statements are subject to risks, uncertainties, and other factors that may cause actual results to differ materially from those anticipated. Hester Biosciences Ltd does not undertake any obligation to update, revise, or correct any forward-looking statements based on new information or future events. This release is intended for informational purposes only and does not constitute financial, investment, or professional advice.