Immediately, we advocate two shares, one from the actual property sector and one other from the oil & gasoline sector, really useful by the Commerce Brains Portal, to purchase for an upside potential of greater than 40%. India’s petroleum trade comprehensively spans exploration, manufacturing, refining, distribution, and advertising and marketing of petroleum and its by‑merchandise. The true property sector, in the meantime, is among the many most economically important globally and holds an important place inside India’s economic system. We additionally analyze the market’s efficiency on Tuesday to grasp what could lie forward for the inventory indices within the coming days.
- CMP: ₹ 2,113
- Goal: ₹ 2,950
- Upside: 40%
- Timeframe: 16 – 24 Months
To view the report for the inventory talked about above or discover different inventory suggestions, click on right here
Why it’s really useful
Godrej Properties Restricted (GPL), a distinguished actual property developer and part of the Godrej Industries Group, was established in 1990. Leveraging the 128-year historical past of the Godrej Group, GPL is famend in the actual property trade for its dedication to high quality, sustainability, and innovation. Eleven main Indian cities, together with Bengaluru, Hyderabad, Chennai, Pune, Mumbai, and Delhi-NCR, are served by GPL. Quite a lot of township, industrial, and residential initiatives are included in GPL’s portfolio. Some notable initiatives embody Godrej River Crest, Godrej Hillview Property, Godrej Eden Property Phases 1 and a pair of, The Gale at Godrej Park World, Godrej Jardinia, Godrej Zenith, and extra.
The corporate achieved the very best reserving worth and space offered by any Indian actual property developer in a fiscal 12 months, reaching Rs 29,444 crore in FY25, a 31% YoY enhance. It noticed a 29% enhance in gross sales, promoting 15,302 properties totaling 25.73 million sq. ft. The respective contributions from Bengaluru, MMR, and NCR had been Rs 5,089 crore, Rs 8,034 crore, and Rs 10,523 crore. Reserving values for twelve initiatives totaling greater than Rs 1,000 crore had been recorded in six completely different cities. In seven cities, 34 new initiatives and phases had been began in the course of the 12 months.
With 14 new initiatives totaling 19 million sq. ft of saleable space, GPL expects to obtain bookings from new enterprise ventures totaling Rs 26,450 crore sooner or later. Moreover, it plans to launch initiatives valued at Rs 40,000 crore, together with in Ashok Vihar, Worli, and Bangalore. The corporate generated a robust working money movement of Rs 7,484 crore in FY25, which it goals to speculate to develop residential bookings past Rs 32,500 crore by the launch of a number of new initiatives.
The most recent coverage easing by the RBI will likely be advantageous to Godrej Properties. In 2025, the repo price was lowered twice: as soon as in April by 25 foundation factors to six.00%, and once more in June by a extra important 50 foundation factors to five.50%. Moreover, the Money Reserve Ratio (CRR) was reduce by 100 foundation factors to three.00 %, permitting the banking system to gather nearly Rs 2.5 lakh crore.
Within the meantime, the financial institution price dropped from 6.25% to five.75%, a 50 foundation level lower. Collectively, these actions decrease borrowing prices and enhance liquidity; residence loans change into extra accessible, rising demand in Godrej’s goal mid-income and premium markets; mission financing turns into extra reasonably priced, rising margins; and investor sentiment improves, as mirrored in constructive inventory efficiency.
Threat Issue
Authorities rules, provide and demand swings, financing availability, liquidity, and macroeconomic components all have an effect on the cyclical nature of the actual property market. Moreover, the Indian actual property trade relies upon closely on regulatory scrutiny from the central, state, and municipal governments, as adherence to a number of rules pertaining to land acquisition, property switch, and land use is important. Venture timeframes could must be adjusted on account of approval delays.
- CMP: ₹ 234
- Goal: ₹ 290
- Upside: 24%
- Timeframe: 12 Months
To view the report for the inventory talked about above or discover different inventory suggestions, click on right here
Why it’s really useful
Oil and Pure Fuel Company Restricted (ONGC) is one in every of India’s main firms within the exploration, growth, and manufacturing of crude oil, pure gasoline, and value-added merchandise. Its operations span each home and worldwide oil and gasoline blocks, together with downstream segments corresponding to ethanol and sugar manufacturing, pipeline transportation, SEZ growth, petrochemicals, LNG provide, energy technology, and refining and advertising and marketing.
ONGC can be actively engaged in renewable and inexperienced power initiatives. It has found seven of the eight producing basins in India and possesses complete in-house capabilities throughout all areas of upstream operations and oilfield companies. ONGC contributes roughly 63% of India’s whole oil and gasoline output.
In FY25, ONGC reported working income of Rs 6,63,262.31 crore, marking a 1.5% year-on-year enhance. Nevertheless, revenue after tax declined by 30.7% to Rs 38,328.59 crore on account of a 100% rise in exploration prices. Elevated capital expenditure and the addition of tangible oil and gasoline belongings led to larger depreciation bills, leading to a decline in revenue margin from 8.46% in FY24 to five.78% in FY25.
The corporate invested Rs 62,000 crore in the course of the 12 months, up 25% from FY24, together with Rs 10,300 crore in exploration-related capital expenditure. The online realised value of crude oil was USD 76.9 per barrel in FY25, down from USD 80.77 per barrel in FY24. ONGC drilled 578 wells in the course of the 12 months, the very best in 35 years.
On a standalone foundation, ONGC produced 18.558 million tonnes (MT) of crude oil, up 0.9% from FY24. Pure gasoline manufacturing stood at 19.654 billion cubic meters (BCM), barely decrease than the 19.978 BCM recorded in FY24. The corporate monetized eight hydrocarbon discoveries in the course of the 12 months. As of FY25, ONGC’s confirmed home oil reserves rose to 515.17 million tonnes of oil equal (MMTOE), in comparison with 514.83 MMTOE in FY24.
Threat Issue
ONGC’s income is closely influenced by fluctuations in world crude oil and gasoline costs, making it inclined to cost volatility. The corporate additionally encounters challenges stemming from modifications in regulatory frameworks, licensing necessities, and compliance timelines, which might influence operations and heighten the chance of authorized points.
Market Recap August 5, 2025
The Nifty 50 index opened at 24,720.25 on Tuesday, down by 2.50 factors from Monday’s closing of 24,722.25. The index was unstable all through the day and closed on a detrimental observe at 24,649.55, down -73.20 factors or -0.30%. It traded above the 100/200 EMAs however under the 20 and 50 EMAs within the each day time-frame. Its RSI stood at 40.01, nicely under the overbought zone of 70. BSE Sensex additionally had an identical begin, opening at 80,946.43, down by -72.29 factors from the earlier shut of 81,018.72 ranges. Sensex closed at 80,710.25, down -308.47 factors or -0.38%. Financial institution Nifty additionally resulted in purple at 55,360.25, down by -259.10 factors or -0.47%.
On Tuesday, one of many main gainers was the Nifty Auto Index, which ended the day at 23,876.30, up 88.80 factors, or 0.37%. Main shares like Maruti Suzuki India Ltd, which rose 1.39%; TVS Motor Firm Ltd., which elevated 1.38%; and MRF Ltd, which elevated 1.08% on Tuesday, all contributed to the index’s enhance. The Nifty Client Sturdy Index additionally closed with features at 38,461.90, up 47.75 factors, or 0.12%.
Nevertheless, the Nifty Oil and Fuel Index closed at 11,044.70, down -106.75 factors, or -0.96%. Shares together with Castrol India Ltd, Oil India Ltd, and Gujarat State Petronet pulled the index down, which declined by greater than -0.85%. The Nifty Pharma Index was one other massive loser, closing at 21,970.15, down -183.65 factors, or -0.83%. Pharma shares, together with Biocon Ltd, Abbott India Ltd, and Divis Laboratories Ltd, dragged the index down, with a fall of greater than 1.24% on Tuesday.
Asian markets had been majorly constructive, with Japan’s Nikkei 225 Index gaining 251.30 factors, or 0.62%, to shut at 40,542. Equally, the Shanghai Composite Index closed at 3,617.60, gaining 34.29 factors, or 0.95%. South Korea’s KOSPI Index was at 3,198, up 50.25 factors, or 1.57%. Hong Kong’s Cling Seng Index gained 45.55 factors or 0.18%, to shut at 24,779. The US Dow Jones Futures had been buying and selling at 44,203.98, up 32.34 factors, or 0.07%, as of 5:11 p.m. IST.
Disclaimer
The views and funding suggestions expressed by funding consultants/broking homes/ranking companies on tradebrains.in are their very own, and never that of the web site or its administration. Investing in equities poses a danger of monetary losses. Traders should due to this fact train due warning whereas investing or buying and selling in shares. Commerce Brains Applied sciences Personal Restricted or the writer are usually not responsible for any losses brought on on account of the choice based mostly on this text. Please seek the advice of your funding advisor earlier than investing.
About: Commerce Brains Portal is a inventory evaluation platform. Its commerce identify is Dailyraven Applied sciences Personal Restricted, and its SEBI-registered analysis analyst registration quantity is INH000015729.
Investments in securities are topic to market dangers. Learn all of the associated paperwork rigorously earlier than investing.
Registration granted by SEBI and certification from NISM by no means assure efficiency of the middleman or present any assurance of returns to buyers.
