Amidst the slowing down of banking sector earnings and a broader market sell off, bank investors would likely focus their attention on select quality bank stocks that can deliver superior growth and are protected from contemporary asset quality shocks. We view KVB is favourably placed to withstand the current industry headwinds
Aditya Birla Real Estates (CENTEX), is the real estate arm of the Aditya Birla group, having two major verticals viz. Real Estate and Paper & Pulp. Residential portfolio is well diversified across MMR, NCR, Bengaluru and Pune. Worli comprise more than 50% of the overall portfolio GD
Top 15 Dividend Yield Companies in the Large-Cap, PSU, Mid-Cap and Small-Cap space. The dividend yield ranges from 3% to 12%.
PEPL has a diverse portfolio with a presence in residential, office, retail, and hospitality segments. The company’s 9MFY25 incremental BD of 15msf and the launch pipeline of INR800b would result in a presales CAGR of 14% over FY24-27E to reach INR315b by FY27E.
Adani Wilmar released a strong Q4FY25 business update ahead of our initial expectations. We now expect revenue to grow 36% YoY versus our initial estimate of 19% YoY growth (31.4% in Q3FY25 on a base of 16.9% decline; 4.6% fall in Q4FY24). We anticipate overall volumes to grow ~7% YoY versus our initial expectation of 5% YoY growth (up 5% in Q3FY25; 3% in Q4FY24)
Jubilant Pharmova (JPL) is an integrated, multi-dimensional pharmaceuticals company with global presence. The company was carved out from erstwhile Jubilant Life Sciences to focus on pharma business.
Here are the top 15 companies from the NSE 500 basket that provide higher dividend yields ranging from 3.6% to 9.5%. The Cos have 5-year average RoE ranging from 12.28% to 50.14%. They are quoting at P/Es ranging from 4.57% to 29.25%.
The dividend yield is computed based on the closing price of 1st April 2025. We have considered companies that have consistently paid dividend in the last 3 years – i.e FY24/CY23, FY23/CY22 and FY22/CY21
The Axis Top Picks Basket delivered an excellent return of 8.9% in Mar’25 against the 6.3% return posted by the Nifty 50, thereby beating the benchmark by a wide margin of 2.6%. Over the last one year, the basket has gained 9.5%. Moreover, it gives us immense joy to share with you that our Top Picks Basket has delivered an impressive return of 298% since its inception (May’20), which stands well above the 154% return delivered by the NIFTY 50 index over the same period. In light of this, we continue to believe in our thematic approach to Top Picks selection
We expect VBL to maintain its growth momentum, aided by: 1) strengthening its foothold in Africa, 2) expanding into snacks to diversify its revenue stream, 3) investing in new greenfield facilities, and 4) focusing on new product launches.
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