Eicher Hits New Milestone
- 15th May 2025
Aaj Ka Bazaar
Wall Street indices traded mixed on Wednesday as investors awaited the next round of economic data after a strong start to the week, driven by softer inflation data and easing of US-China trade tensions. The Dow Jones Industrial Average declined by 89.37 points to 42,051.06, while the S&P 500 edged up 6.03 points to 5,892.58. Asian markets fell after five consecutive sessions of gains. Japan’s Nikkei 225 fell 1.09%, Hong Kong’s Hang Seng dropped 0.5%, and China’s CSI 300 slipped 0.93%. Indian benchmark indices are expected to open on a positive note, supported by strong quarterly earnings and trading activities of foreign investors. Market participants are also closely watching for a speech by US Federal Reserve Chair Jerome Powell later in the day. On the stock-specific front, real estate developer Brigade Enterprises Ltd. announced the acquisition of a prime 5.41-acre land parcel on Velachery Road in Chennai for Rs. 441.7 crores. The planned development will span 0.8 million square feet and is expected to yield a gross development value (GDV) of approximately Rs. 1,600 crores.
Markets Around Us
BSE Sensex – 81,142.88 (-0.23%)
Nifty 50 – 24,611.70 (-0.22%)
Bank Nifty – 54,618.70 (-0.33%)
Dow Jones – 41,904.61 (-0.35%)
Nasdaq – 19,146.81 (0.72%)
FTSE – 8,585.01 (-0.21%)
Nikkei 225 – 37,719.63 (-1.07%)
Hang Seng – 23,588.93 (-0.22%)
Sector: Automobiles
Eicher Motors Q4: Volume Fuels Growth
Eicher Motors has demonstrated remarkable strategic resilience and brand strength during the quarter, particularly through the performance of Royal Enfield. The milestone of selling over one million motorcycles in a year for the first time reflects both effective product innovation and a strong customer connection. Despite a competitive market, Royal Enfield remained focused, launching six new models that blended heritage with modern performance and growing its global presence through new CKD operations. The company’s entry into electric mobility with the Flying Flea model demonstrates its progressive mindset, positioning it well for the evolving urban mobility landscape. Additionally, its strong international growth, brand recognition for product quality, and community building initiatives like Motoverse reinforce Royal Enfield’s cultural significance and global aspirations. In commercial vehicles, VECV’s ability to grow volumes and maintain its leadership in the LMD segment showcases operational strength. Its ongoing innovations, such as LNG-powered trucks and EV expansion, showcase a clear alignment with future trends in logistics and sustainability.
Why it Matters:
Eicher Motors’ record-breaking Royal Enfield sales and global expansion highlight strong brand equity and strategic execution. Its entry into electric and LNG-powered vehicles signals a clear focus on future mobility trends. Consistent performance in the commercial vehicle space further cements its leadership and operational strength.
NIFTY 50 GAINERS
JSWSTEEL – 1012.50 (2.35%)
HEROMOTOCO – 4149.00 (2.01%)
SHRIRAMFIN– 658.40 (0.99%)
NIFTY 50 LOSERS
POWERGRID – 291.90 (-1.37%)
DRREDDY – 1206.00 (-1.15%)
NTPC – 334.65 (-1.15)
Sector : IT
Infosys Exists Japan JV with Mitsubishi
Infosys Ltd announced the completion of a stake sale in its Japan-based joint venture, HIPUS, to Mitsubishi Heavy Industries (MHI). The move follows an earlier announcement on April 17, 2025, about MHI joining the Infosys-led HIPUS as a strategic investor. HIPUS, focuses on delivering high-quality end-to end procurement solutions, leveraging digital platforms and sourcing expertise for Japanese corporations. Infosys held a majority stake in the joint venture. MHI, a long-standing client of HIPUS, has now acquired a 2% stake from Infosys to deepen its collaboration and explore new business opportunities in the Japanese market. MHI is among the world’s leading industrial groups, operating across energy, infrastructure, machinery, aerospace, and defence sectors. The transaction closed on May 14, 2025, ahead of the previously expected timeline of Q1 FY26, and was subject to standard closing conditions.
Why it Matters:
The stake sale marks Infosys’ strategic exit, allowing Mitsubishi Heavy Industries to deepen its role in HIPUS and drive localized growth. It strengthens MHI’s digital procurement capabilities while reinforcing Infosys’ focus on asset-light, partnership-driven models. The early closure reflects strong alignment and mutual confidence between the two firms.
Around the World
Asian markets cooled off on Thursday after a strong tech-led rally earlier in the week. Investors are now waiting for Alibaba’s earnings, which could reflect better Chinese consumer and cloud demand. Optimism over a U.S.-China trade deal is fading, as tariffs still remain high. Regional markets were mixed after a flat Wall Street close, and attention is now on a speech by U.S. Fed Chair Jerome Powell. Japan’s Nikkei dropped over 1% ahead of GDP data expected to show a contraction due to weak spending, though higher wages may support growth later in the year. China’s markets slipped slightly but held weekly gains. Tech stocks, especially those linked to AI, saw some pressure after a warning from Coreweave on rising costs. Meanwhile, Australia’s better-than-expected jobs report reduced chances of a rate cut, lifting the ASX slightly. Singapore’s market edged higher, while Indian markets may open softer after recent gains from easing geopolitical tensions.
Option Traders Corner
Max Pain
Nifty 50 – 24500
Bank Nifty – 54800
Nifty 50 – 24656 (Pivot)
Support – 24,545, 24,424, 24,313
Resistance – 24,777, 24,888, 25,009
Bank Nifty – 54833 (Pivot)
Support – 54,458, 54,116, 53,741
Resistance – 55,176, 55,551, 55,893
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