WEEKLY TRENDSETTER ( OCT 24,2025)
| 2025 | OCT 10 | OCT 17 | Ch % |
| NIFTY | 25285 | 25709 | +1.68 |
| BANK NIFTY | 56609 | 57713 | +1.95 |
| USD/INR | 88.64 | 87.95 | -0.78 |
MARKET REVIEW-The week saw stellar gains in the indices but investors were perplexed by the lack of participation by the broader market which was flat. Results were broadly as per expectation and IT in particular saw pockets of underperformance. Global markets continued to be volatile and gold and silver were more in focus with both racing ahead to all-time highs.
BACK TO RESULT SEASON
Sept quarter results are trickling in. Let’s explore some of them to get cues of where the stocks could be heading.
Rs in cr, Bracket indicates ch in % against Sept,24 quarter. Loss as in absolute number
| Company | Revenue | Net profit |
| Pondy Oxides | 640(+10) | 34(+126) |
| Quick Heal | 84(+15) | 8(+100) |
| Acutas Chem | 305(+25) | 73(+92) |
| Thyrocare | 217(+22) | 48(+77) |
Pondy Oxides (1372) –The company is a producer of lead and aluminium products from recycled high-quality lead and aluminium scrap materials. Besides it is also into recycling of plastics and copper. The business is largely volume driven with EBIDTA margin at 5-6%. Exports constitute 60% of the revenue. It has managed to reduce debt levels over the years and the same stands at 0.11 leaving scope for funding expansion. With an EPS of 11.50 for the quarter and also expansion plans on the anvil the scrip looks attractive in an industry which is poised for sustained growth in the years to come.
Quick Heal (334)-The company is in an interesting space providing antivirus products which has become critical to individuals and corporates alike. Despite the potential that the space offers the company has not been able to establish itself with revenue growth flat for the last 10 years which comes as a surprise. Besides it has seen quarters of loss and erratic earnings. Despite this track record it has enjoyed high valuation. For the Sept quarter it has posted EPS of Rs 1.43 after 2 quarters of losses. The scrip has also mirrored the performance and it has slid by 50% in the last one year. Visibility is still clouded and investor patience seems to be diminishing.
Acutas Chem (1646) –Listed in 2021, the scrip has silently marched ahead to close at an all time high. Its original name was Ami Organic which was changed in May 25. It is into manufacture of API s for pharma and specialty chemicals for agrochemicals, cosmetics & polymers. Exports constitute 60% of the total revenue with 26% of the exports going to Finland and Italy .US exports constitutes 4%. It posted EPS of 8.90 for the quarter and going by its track record the company looks poised for steady growth. Investor interest is clearly visible with the scrip racing ahead.
Thyrocare (1244)-The company is a leading diagnostic provider which has registered a quiet turnaround. It has clearly outperformed its peers in the last few quarters with growth seen in all parameters like tests performed, no of patients and number of active franchisees. While consolidated revenue rose 22% for the quarter net profit jumped 77%. With a rising population becoming more and more health conscious, the industry is poised for a steady growth. The company has a headstart being one of the early entrants
and enjoys brand loyalty. With an EPS of Rs 9 for the quarter it has been attracting investor interest.
NIFTY –The index managed to close above 25500 which was largely led by heavyweight banks while rest of the sectors were mixed. However, the strong breakout opens up possibilities of the index crossing 26000 in the coming festive week. Ideally support should now be expected at around 25300-500.
BANK NIFTY-The index raced ahead to close at an all time high of 57713 led mainly by HDFCBank and ICICI Bank which both gained 2-3%. The rest of the pack was relatively subdued though the PSU banks are expected to outperform in the coming days. Support is seen at around 56800-57000 and the index looks heading towards 59500 in the coming week.
DIWALI PICKS
Cosmo Film (878)-The stock has largely been an underperformer in the last 3 years. However, it has managed to consolidate around levels of 750-850.The scrip could be accumulated for a target price of 1300.
GIPCL (170)-The stock has been on a long correction phase in the past 12 months after touching a high of 270. Levels of 140-150 should provide good support. Accumulation could be considered for a possible target of 230.
Wishing all readers a very happy Diwali and a prosperous year ahead!
Note: Any queries /clarifications may be addressed to stockmasala@gmail.com .
Krish Subramanyam