![Shares Quarterly Replace Q3 December: EPS Progress & Worth Insights for Ambuja Cement, And many others [2025]](https://i3.wp.com/getmoneyrich.com/wp-content/uploads/2025/03/Stocks-Quarterly-Update-Q3-December-EPS-Growth-Thumbnail.png?w=860&resize=860,0&ssl=1 "Shares Quarterly Replace Q3 December: EPS Progress & Worth Insights for Ambuja Cement, And many others [2025]")
Since September 2024, the market has been in a deep correction mode, and truthfully, it’s been a little bit of a rollercoaster for many of us. However right here’s the factor, corrections like these typically unearth some hidden alternatives, particularly while you dig into the basics of particular person shares. That’s precisely what I’m right here to speak about in the present day on this Q3 December replace for 2025. Examine an inventory of 6 shares.
I’ve acquired some contemporary information on six Indian shares which have caught my consideration. I’m excited to interrupt it down for you. We’ll be taking a look at tinheritor EPS (Earnings Per Share) progress throughout completely different timeframes, quarter-on-quarter (QoQ), year-on-year (YoY), and trailing twelve months (TTM). We’ll additionally take a look at their worth efficiency over the final three months. This combo of metrics can actually assist us spot shares which might be exhibiting sturdy earnings progress however would possibly nonetheless be undervalued due to the broader market correction.
Why EPS Progress Issues in a Correction
Let’s take a step again and speak about why EPS progress is vital particularly proper now.
EPS is mainly an organization’s revenue divided by its variety of excellent shares. It’s a good way to gauge how worthwhile an organization is on a per-share foundation, and extra importantly, how that profitability is trending over time.
When an organization’s EPS is rising, it’s an indication that they’re both growing their earnings, managing their bills higher, or each. That is precisely what we wish to see as traders.
Now, right here’s the place issues get attention-grabbing. The Indian inventory market has been in correction mode since September 2024. It means, loads of inventory costs have taken a success. However simply because a inventory’s worth is down doesn’t imply the corporate itself is doing poorly. Actually, some firms are posting respectable EPS progress, which suggests they’re basically sturdy, even when their inventory costs haven’t caught up but.
That’s the candy spot we’re searching for, shares which might be rising their earnings however are at the moment buying and selling at a reduction due to market sentiment.
So, let’s take a better take a look at the six shares on my radar and see what their numbers are telling us.
Progress and Worth Efficiency
Right here’s the information I’ve been working with, straight from my spreadsheet. For every inventory, we’ve acquired:
- EPSG (QoQ): EPS progress charge from the September 2024 quarter to the December 2024 quarter.
- EPSG (YoY): EPS progress charge from December 2023 to December 2024.
- EPS TTM Progress (YoY): EPS progress for the trailing twelve months in comparison with the EPS as of March 2024.
- 3M R%: The inventory’s worth return during the last three months, which supplies us a way of how the market is at the moment valuing it.
| SL | Identify | EPSG (QoQ) | EPSG (YoY) | EPS TTM Progress (YoY) | 3M R (%) |
|---|---|---|---|---|---|
| 1 | Ambuja Cements | 364.32% | 107.49% | 7.97% | -15.55 |
| 2 | Bharti Airtel | 311.27% | 498.13% | 216.20% | -2.09 |
| 3 | Shree Cement | 153.12% | -72.44% | -48.98% | -2.15 |
| 4 | Grasim Industries | 129.86% | -41.64% | -32.23% | -4.29 |
| 5 | Macrotech Builders | 123.06% | 81.61% | 108.54% | -15.39 |
| 6 | Adani Inexperienced Power | 87.18% | 105.63% | 43.57% | -18.93 |
Alright, let’s break this down inventory by inventory and see what’s happening beneath the hood.
1. Ambuja Cement: A Stellar Performer in a Robust Market
Ambuja Cement is main the pack with an insane 364.32% QoQ EPS progress.
It means their earnings per share skyrocketed from the September quarter to the December quarter. Their YoY progress isn’t too shabby both at 107.49%, exhibiting they’ve greater than doubled their EPS in comparison with December 2023. Their TTM EPS progress is a little more modest at 7.97%, which means that whereas the current quarter was a blockbuster, the general yearly pattern isn’t fairly as explosive.
Regardless of this unbelievable earnings progress, Ambuja Cement’s inventory worth has dropped by 15.55% during the last three months. That’s a reasonably important correction, and to me, it screams alternative.
If the corporate can maintain this sort of earnings momentum, the market would possibly finally get up and reprice this inventory increased.
For now, although, it appears to be like like a basic case of a basically sturdy inventory that’s been dragged down by the broader market correction.
2. Bharti Airtel: The EPS Progress Champion
Subsequent up is Bharti Airtel, and wow, this one’s a showstopper. Their YoY EPS progress is a jaw-dropping 498.13%, which means their earnings per share in December 2024 are practically 5 instances what they have been in December 2023. Their QoQ progress can be spectacular at 311.27%, and their TTM EPS progress is a whopping 216.20%.
Throughout the board, Bharti Airtel is exhibiting unbelievable earnings momentum.
Regardless of this stellar efficiency, the inventory has dipped by 2.09% during the last three months. That’s a a lot smaller correction in comparison with a number of the different names on this checklist. It makes me suppose the market is already beginning to acknowledge Bharti Airtel’s energy.
In case you’re searching for a inventory that’s exhibiting each sturdy fundamentals and a comparatively resilient worth in a tricky market, Bharti Airtel is perhaps value a better look.
3. Shree Cement: Blended Alerts
Shree Cement is one other participant within the cement house, and whereas it’s exhibiting stable QoQ EPS progress at 153.12%, the image will get a bit murkier while you take a look at the opposite metrics. Their YoY EPS progress is a decent 72.44%, however their TTM EPS progress is definitely adverse at -48.98%. That’s a pink flag, it means that over the long term, their earnings have been trending downward, even when the latest quarter was sturdy.
Worth-wise, Shree Cement has seen a modest decline of two.15% during the last three months, which isn’t too unhealthy in comparison with the broader market. However that adverse TTM progress has me a bit cautious. I’d wish to dig deeper into what’s driving that long-term decline in earnings earlier than making any strikes on this one.
4. Grasim Industries
Grasim Industries has a stable QoQ EPS progress of 129.86%, which is nice to see. However their YoY EPS progress is adverse at -41.64%, and their TTM EPS progress can be down by -32.23%. This tells me that whereas the corporate had a robust December quarter, they’re nonetheless struggling to match their efficiency from a 12 months in the past, and their longer-term earnings pattern isn’t wanting too scorching.
The inventory worth displays this uncertainty, with a 4.29% decline during the last three months. Grasim is perhaps one to observe if they’ll string collectively a number of extra sturdy quarters, however for now, I’d in all probability maintain off till we see extra constant earnings progress.
5. Macrotech Builders: A Hidden Gem?
Macrotech Builders (often known as Lodha Group) is one that basically caught my eye. Their QoQ EPS progress is a stable 123.09%, and their YoY progress is 81.61%. Even higher, their TTM EPS progress is a wholesome 108.54%, exhibiting sturdy earnings momentum over the long term. This type of constant progress throughout all three timeframes is precisely what I like to see.
Regardless of this spectacular earnings efficiency, Macrotech’s inventory worth has dropped by 15.39% during the last three months. That’s a big correction, and to me, it appears to be like just like the market is perhaps overlooking this inventory’s potential.
In case you’re a fan of the actual property sector and imagine in India’s long-term progress story, Macrotech might be an incredible choose to analysis additional.
6. Adani Inexperienced
Adani Inexperienced is a significant participant within the renewable vitality house. Their QoQ EPS progress is 87.18%, and their YoY progress is 105.63%, each of that are stable numbers. Their TTM EPS progress can be constructive at 43.57%, exhibiting regular enchancment over the long term.
Nevertheless, Adani Inexperienced has taken the greatest worth hit on this checklist, with a 18.93% decline during the last three months. That’s a steep correction, and it is perhaps as a result of a mixture of market sentiment and the volatility that always comes with shares within the Adani group. However with India’s push towards renewable vitality and Adani Inexperienced’s sturdy earnings progress, this might be one other one to maintain in your radar if you happen to’re snug with a little bit of danger.
My Takeaway
First off, it’s clear that the market correction since September 2024 has created some disconnects between inventory costs and fundamentals. Shares like Ambuja Cement, Macrotech Builders, and Adani Inexperienced are exhibiting sturdy EPS progress, however their costs have taken a beating.
That would spell alternative for traders who’re keen to do their homework and take a long-term view.
Bharti Airtel, then again, appears to be essentially the most resilient of the bunch, with unbelievable EPS progress and a comparatively small worth correction. It’d already be on the radar of savvy traders, but it surely’s nonetheless value contemplating if you happen to’re searching for a inventory with sturdy momentum.
Shree Cement and Grasim Industries are a bit extra difficult. Their adverse TTM EPS progress raises some considerations, so I’d wish to dig deeper into what’s driving these declines earlier than making any selections.
Learn how to Use This Information
In case you’re desirous about leaping into any of those shares, listed here are a number of sensible ideas to bear in mind:
- Look Past the Numbers: EPS progress is a superb start line, but it surely’s not the entire story. Ensure that to take a look at different fundamentals like debt ranges, money circulation, and administration high quality. For instance, Adani Inexperienced’s worth correction is perhaps tied to broader considerations concerning the Adani group, so that you’d wish to issue that into your choice.
- Think about the Sector: A few of these shares, like Ambuja Cement and Shree Cement, are within the cement sector, which is carefully tied to infrastructure and actual property progress in India. Others, like Adani Inexperienced, are in renewable vitality, which has its personal set of tailwinds and dangers. Take into consideration which sectors you’re bullish on for the long run.
- Timing Issues: With the market nonetheless in correction mode, it is perhaps value ready for a bit extra stability earlier than leaping in. Alternatively, if you happen to imagine within the long-term potential of a inventory like Macrotech Builders, you would possibly resolve that now’s a good time to begin constructing a place whereas the worth is down.
Conclusion
The Indian inventory market is perhaps going by a tough patch, however as we’ve seen with these six shares, there are nonetheless loads of alternatives on the market for traders who’re keen to dig into the information.
Ambuja Cement, Macrotech Builders, and Adani Inexperienced, particularly, seem like they is perhaps undervalued given their sturdy EPS progress, whereas Bharti Airtel appears to be holding up effectively regardless of the market correction.
As all the time, ensure to do your individual analysis earlier than making any funding selections. The inventory market generally is a wild trip, however with the fitting strategy, you could find some actual gems even in the midst of a correction.
What do you consider these shares? Have you ever been eyeing any of them, or do you will have different names in your watchlist? Let me know within the feedback, I’d love to listen to your ideas.
Glad investing.
