Marico Reports Strong Q4
- 05th May 2025
Aaj Ka Bazaar
The Wall Street equities ended higher on Friday after data showed the U.S. economy added more jobs than expected in April and on hopes of easing the U.S.-China trade war. Major Asian markets, such as Japan, South Korea, Hong Kong, and China, were closed for public holidays. The Australian market was lower after incumbent Prime Minister Anthony Albanese secured a second term. Gifty Nifty, which was trading higher, indicates a positive start to the week in the Indian market, supported by easing global trade tensions, robust U.S. employment data and sustained foreign investor inflows. On the stock-specific front, Adani group stocks will remain in focus as it is reported that the representatives of the conglomerate met U.S. President Donald Trump’s officials to seek a dismissal of the criminal charges against key group officials in an overseas bribery probe. Investors will likely keep an eye on fourth quarter results, including those from Mahindra & Mahindra and Indian Hotels Co.
Markets Around Us
BSE Sensex – 80,901.23 (0.50%)
Nifty 50 – 24,468.65 (0.50%)
Bank Nifty – 55,059.20 (-0.10%)
Dow Jones – 41,051.21 (-0.64%)
Nasdaq – 17,977.73 (1.51%)
FTSE – 8,596.35 (1.16%)
Nikkei 225 – 36,830.69 (0.00%)
Hang Seng – 22,504.68 (0.00%)
Sector: FMCG
Marico Q4 Profit Rises, Revenue Surge
Marico’s shares jumped after posting better-than-expected Q4 results. The company reported an 8% rise in net profit to ₹343 crore for the March 2025 quarter, supported by steady rural demand and higher sales of premium products. Revenue grew 20% year-on-year to ₹2,730 crore, driven by strong core category performance and new product success. Parachute Coconut Oil saw a 22% rise in value growth, though volumes dipped 1% due to price hikes. Marico expects demand in core categories to improve as inflation eases and a good monsoon season boosts consumption. The company is also working to expand its retail reach and support trade partners through its Project SETU initiative. For FY26, Marico aims for double-digit revenue and profit growth, with over 5% volume growth. Investors remain positive on Marico’s steady execution and premiumisation strategy in a gradually improving consumption environment.
Why it Matters:
Marico’s strong Q4 results highlight steady rural demand and the growing success of its premium products. The company’s positive outlook for FY26, backed by easing inflation and a good monsoon forecast, signals sustained growth momentum. This reinforces improving sentiment in the consumer staples and FMCG space, making it a sector to watch.
NIFTY 50 GAINERS
ADANIPORTS – 1309.80 (3.37%)
TRENT – 5297.50 (2.90%)
SHRIRAMFIN– 621.50 (2.86%)
NIFTY 50 LOSERS
KOTAKBANK – 2076.20 (-4.99%)
SBIN – 788.40 (-1.45%)
ONGC – 240.56 (-1.77)
Sector : Banking
AU Small Finance Equity Changes Hands
On May 5, about 1.4% of AU Small Finance Bank’s equity changed hands through block deals worth ₹600 crore, causing the stock to dip 0.7% in early trade. Reports suggest private equity firms like True North, Indium IV (Mauritius), and Silver Leaf Oak were the sellers of 92.3 lakh shares at ₹650 per share — a 3.9% discount to the last closing price. The deal provided a partial exit for these investors, with Kotak Securities and Investec Capital acting as bankers. This comes as private equity players are actively monetising stakes in banks, encouraged by strong earnings and stable asset quality in the sector. Recently, AU Small Finance Bank reported a strong Q4FY25 performance with a 36% rise in net profit to ₹503.7 crore and a 51% jump in net interest income. The board also announced a dividend of Re 1 per share, reflecting confidence in the bank’s growth outlook.
Why it Matters:
AU Small Finance Bank saw a ₹600 crore block deal, with 1.4% equity changing hands as private equity firms like True North and Indium IV sold stakes at a discount. This comes despite the bank’s strong Q4 earnings growth, showing how investors are booking profits amid sector optimism. The move also reflects a growing trend of private equity firms monetising stakes in financial stocks as valuations recover.
Around the World
Asian stock markets rose sharply on Friday, taking positive cues from Wall Street’s strong overnight performance. Hong Kong led the rally as hopes for trade talks between China and the U.S. lifted investor sentiment. China announced it was open to discussions if the U.S. removed tariffs, easing fears of a global trade war. With mainland China markets closed for a holiday, Hong Kong-listed stocks like Alibaba and Xiaomi saw strong gains. Other Asian markets also moved higher — Australia’s ASX 200 rose after steady retail sales data, while Japan’s Nikkei gained despite the Bank of Japan lowering its growth outlook. South Korea, Singapore, and India’s markets followed with modest increases. U.S. stock futures also climbed in Asian hours, reflecting improved market mood over easing trade tensions and corporate earnings optimism. Overall, the day’s rally highlighted how global markets remain sensitive to geopolitical developments and central bank signals.
Option Traders Corner
Max Pain
Nifty 50 – 24400
Bank Nifty – 54800
Nifty 50 – 24391 (Pivot)
Support – 24,193, 24,040, 23,843
Resistance – 24,544, 24,742, 24,895
Bank Nifty – 55267 (Pivot)
Support – 54,842, 54,569, 54,144
Resistance – 55,540, 55,964, 56,237
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