🇮🇳 moneycontrol India Stock of the Day (Q1 2025)
Tariffs + Dodla Dairy, Sun Pharmaceutical, Bharat Dynamics, Landmark Cars, Nestlé India, Bharat Electronics, Ami Organics, MapMyIndia, Cummins India, Tata Consultancy, Bikaji Foods, Zomato, etc.
Tariffs are on the minds of many investors and these tables listing how tariffs might impact Indian stock or sectors were recently posted on Twitter:
In addition, here are some articles from the past week worth noting:
📰 India’s Millions of New Investors Are Reeling From Tariff Turmoil (NY Times) April 2025 🗃️
Legions of ordinary Indians have gone into stock trading, lured by easy online access and a market boom. Now many of them are getting a rude shock.
📰 India Stocks Set to Beat Asia Peers By Most Since 2009 on Tariff (Bloomberg) April 2025 🗃️
The MSCI India Index is set to beat the MSCI’s broader Asia Pacific gauge by more than six percentage points this week. While the tariff-induced selloff in global markets has hit Indian stocks, local equities have shown more resilience than their peers, in part due to the country’s relatively low exposure to the US economy.
📰 Two bets, no moat: Why Warren Buffett’s India play never took off (The Indian Express) 🗃️
In 2018, Berkshire Hathaway invested $300 million in Paytm. It was Buffett’s first direct equity bet in India. Five years later, it exited quietly and at a loss. An earlier insurance venture had also ended without scale. Two bets, no lasting footprint. Was it a missed opportunity — or proof that India isn’t built for Buffett-style investing?
Once again, it is my understanding that only Non-Resident Indians (NRIs) can use Interactive Brokers to trade Indian stocks (however, IB’s product and exchange list here does list Indian stocks…) and that foreign investors or funds are subject to Indian capital gains taxes (see: 📰 Macro matters: India’s tax glitch (Portfolio Adviser) November 2024 🗃️).
With that said, our South & Central Asia Stock Index now contains 320 Indian stocks (with more covered in our Monday posts) while a podcast interview with an Indian fund manager covered in our June 9th post noted there are only 700-800 investible stocks out of 4,000 Indian listings (and that list of investible Indian stocks can probably be further reduced to less than 100 stocks by a foreign fund manager with strict investing criteria…)…
moneycontrol is India's leading financial and business portal who does short (roughly 4 minute) Stock of the Day video pitches about Indian stock picks. For some reason, they stopped posting the segments on YouTube earlier in 2024 only to restart posting them in October 2024.
Indian stocks featured in their Q1 2025 Stock of the Day videos (from newest to oldest) and covered in this post include:
[Note: On desktop browsers, an autogenerated table of contents will appear on the left side linked to each stock. I will add those links below after publishing/emailing this post…]
KEC International, Bajaj Auto Ltd, eMudhra Ltd, Prudent Corporate Advisory Services Ltd, Repco Home Finance, Cera Sanitaryware, Tbo Tek Ltd, Dodla Dairy Ltd, Sun Pharmaceutical Industries Ltd, CSB Bank, Indian Energy Exchange, Goldiam International Ltd, Maruti Suzuki, Indian Railway Catering & Tourism Corporation Limited (IRCTC), Crompton Greaves Consumer Electricals, Computer Age Management Services Ltd, HEG Ltd, Bharat Dynamics Ltd, Landmark Cars Ltd, TVS Motor Company Ltd, Nestlé India Ltd, Sky Gold Ltd, V-Guard Industries Ltd, Medi Assist Healthcare Services Limited, Bharat Electronics, Ami Organics, Blue Star Ltd, CE Info Systems Ltd (MapMyIndia), Aptus Value Housing Finance India, ITC Hotels Ltd, Welspun Living Ltd, Kajaria Ceramics, AU Small Finance Bank Ltd, S.P. Apparels Ltd, HDFC Asset Management Company Ltd, Indian Hotels Company, Cyient DLM Ltd, PCBL, Doms Industries Ltd, CEAT Ltd, Cummins India, Cholamandalam Investment and Finance Co Ltd, Amber Enterprises, Tata Consultancy Services, Titan Company, R R Kabel Ltd, Zomato Limited, State Bank of India, Bikaji Foods International Ltd, ITC Ltd, Muthoot Finance Ltd & NCC Limited
And as always, this post is provided for informational purposes only (and to make your life easier…). It does not constitute investment advice and/or a recommendation…
🔬 Research analysis (including articles/blog posts from fund managers, etc.); 🎥 Video; 🎙️ Podcast; 🎬 Webinar; 📰 Newspaper/magazine article; 📯 Press release; 💻 Substack/blog/website article; ✅ Our own posts; 🗃️ Archived article; ⏰ Upcoming webinar or event; ⚠️ Disclosures or restricted access e.g. based on your location, investor status, etc.; 🇼 Wikipedia page; 🏷️ Tagged links to other posts about the stock.
KEC International
🇮🇳 KEC International (NSE: KEC / BOM: 532714) - Flagship of the RPG Group. Engineering, Procurement & Construction (EPC). Key infrastructure (Power Transmission & Distribution, Railways, Civil, Urban Infrastructure, Solar, Smart Infrastructure, Oil & Gas Pipelines & Cables). 🇼 🏷️
🎥 KEC International: Strong Order Wins & Execution – Is a Big Rebound Coming? Mar 28, 2025
KEC International, a key player in the power transmission and distribution (T&D) sector, has faced execution challenges in Railways and Civil. However, its diversified operations, strong order inflows, and improving T&D business indicate a turnaround. Following a stock correction, the valuations have turned attractive, supported by an anticipated recovery in execution and margin expansion in the coming quarters.
🎥 KEC International: Capitalizing on sector tailwinds with strong execution and margin improvements Jan 7, 2025
KEC International, a leading EPC company specializing in power transmission, railways, and urban development, continues to exhibit strong growth momentum. With a robust order pipeline and improved execution in its core T&D business, KEC is well-positioned to benefit from upcoming government projects. The company’s guidance highlights growth in revenue, margin expansion, and strong earnings visibility over the next few years.
Price/Book (Current): 3.46
Forward P/E: 12.39 / Forward Annual Dividend Yield: 0.58% (Yahoo! Finance)
Bajaj Auto Ltd
🇮🇳 Bajaj Auto Ltd (NSE: BAJAJ-AUTO / BOM: 532977) - Manufactures motorcycles, scooters & auto rickshaws. Subs. of Bajaj Group. 🇼 🏷️
🎥 Bajaj Auto| Will this automaker witness growth trajectory going forward?| Stock of the day Mar 27, 2025
Bajaj Auto holds a 26% share in the global two-wheeler market and a dominant 76% share in the three-wheeler market. Bajaj operates globally through 66 distributors in 75 countries. Export market continues to holds strong potential for growth. Company is making strong progress in its EV and CNG segments.
Price/Book (Current): 6.83
Forward P/E: 21.32 / Forward Annual Dividend Yield: 1.04% (Yahoo! Finance)
eMudhra Ltd
🌐 eMudhra Ltd (NSE: EMUDHRA / BOM: 543533) - Enterprise eSignature solutions. 🏷️
🎥 eMudra | This Digital Trust Company is Booming—What’s Driving Its Rapid Growth? Mar 24, 2025
It is engaged in the business of providing Digital Trust Services and Enterprise Solutions to individuals and organisations operating across industries.
Price/Book (Most Recent Quarter): 9.58
Trailing P/E: 80.52 (no forward P/E) / Forward Annual Dividend Yield: 0.15% (Yahoo! Finance)
Prudent Corporate Advisory Services Ltd
🇮🇳 Prudent Corporate Advisory Services Ltd (NSE: PRUDENT / BOM: 543527) - Mutual funds, insurance, equities, bonds, PMS-AIF, fixed income products, properties & loan Products. 🏷️
🎥 Prudent’s stock has plummeted more than 40% from its peak price Mar 21, 2025
Prudent is the second largest MF distributor after NJ India among the non-banks in terms of commission earned in FY24. If we consider the entire universe of MF distributors including banks, Prudent is the fourth largest. Being a mutual fund distributor, Prudent has benefitted from the robust growth seen in the MF industry.
Prudent draws over 80% of its revenue through distribution of mutual funds. Prudent’s revenues and net profit have grown by CAGR (compounded annual growth rate) of 29% and 46% respectively over the past 5 years (FY19-24). The net profit growth has been on the back of rise in AUM (asset under management) to Rs 106,271 crore as at end December’24. Along with healthy inflows, the growth in AUM was led by marked to market (M2M) gains as markets witnessed a strong broad-based rally.
Strong earnings visibility, asset light business model with recurring/annuity kind of revenue stream, high operating leverage and strong cash flows makes Prudent a unique proposition.
Price/Book (Current): 15.07
Trailing P/E: 45.42 (no forward P/E) / Forward Annual Dividend Yield: 0.10% (Yahoo! Finance)
