Shares Quarterly Replace Q3 December: Internet Revenue Development & Worth Insights for Hindustan Unilever, M&M, LIC, and so on [2025]

Let’s dive into the most recent quarterly replace for a few of India’s largest corporations, suppose Hindustan Unilever, Mahindra & Mahindra (M&M), LIC of India, and some others. I’ve been protecting a detailed eye on the Q3 December 2024 outcomes, which dropped in round February 2025, and I’m right here to declutter all of it down for you. Whether or not you’re a seasoned investor or simply starting there’s one thing right here for everybody.

Why This Replace Issues

The Indian inventory market has been on a rollercoaster journey since September 2024, with a deep correction impacting most shares. For those who’ve been following the market, you recognize it’s been a little bit of a bumpy journey, form of like driving on a pothole-filled street throughout monsoon season.

Regardless of the market’s total temper, some corporations have posted spectacular internet revenue progress of their Q3 outcomes (December 2024).

However right here’s the kicker, even with sturdy fundamentals, many of those shares are nonetheless in correction mode, which means their costs haven’t caught as much as their progress. This creates a possible alternative for us as traders to identify undervalued gems.

So, let’s take a better have a look at the numbers, the developments, and what all of it means to your portfolio.

The Information: Internet Revenue Development & Worth Actions

I’ve bought a useful desk right here with the important thing metrics for six Indian shares: Hindustan Unilever, LIC of India, Maruti, Mahindra & Mahindra, Hindustan Zinc, and Ambuja Cements.

We’re taking a look at three most important columns:

• Internet Revenue Development (QoQ): How a lot the corporate’s internet revenue grew in Q3 2024 (December) in comparison with Q3 2023 (December).
• Internet Revenue Development (TTM): Trailing Twelve Months (TTM) internet revenue progress in comparison with the final reported full-year income (March 2024).
• Return (3M): The inventory’s return over the past three months, displaying how the value has moved for the reason that market correction started in September 2024.

Alright, let’s unpack this information and see what’s taking place with every firm. I’ll additionally sprinkle in some insights in regards to the broader market and what these numbers may imply to your funding technique.

1. Hindustan Unilever (HUL): Regular Development

HUL, the FMCG big, posted a strong 19.09% QoQ internet revenue progress for Q3 2024, which is fairly spectacular given the inflationary pressures and weak city demand we’ve been listening to about. Their TTM progress, nonetheless, is extra modest at 4.65%, suggesting that whereas the most recent quarter was sturdy, the full-year image is a little more tempered.

Now, right here’s the attention-grabbing half, regardless of this progress, HUL’s inventory has dropped 7.81% over the past three months. That’s a traditional signal of the market correction at play, traders could be overlooking HUL’s fundamentals due to the broader market sentiment.

What’s Going On? HUL has been navigating a difficult panorama with rising enter prices (palm oil and tea costs) and sluggish city gross sales. However their give attention to premium merchandise and smaller pack sizes to draw price-sensitive customers appears to be paying off. I’ve observed that rural demand is beginning to choose up, which may very well be a tailwind for HUL within the coming quarters.

Ought to You Purchase? For those who’re a long-term investor, HUL could be value a re-examination. The inventory’s correction may very well be a possibility to purchase a essentially sturdy firm at a reduction. However regulate city demand, if it doesn’t get well, progress may decelerate.

2. LIC of India: Robust Quarterly Leap

LIC of India is one other standout with a 29.33% QoQ internet revenue progress, that’s a giant soar. Nonetheless, their TTM progress is simply 4.28%, which tells me that whereas the most recent quarter was a blockbuster, the full-year efficiency hasn’t been as stellar. The inventory value has taken a success, down 9.38% over the past three months, reflecting the market’s total bearish temper.

What’s Occurring? LIC’s internet premium earnings really fell 9% to ₹1.07 lakh crore in Q3, which could have spooked some traders. However their revenue progress suggests they’re managing prices properly and probably benefiting from higher funding earnings. The insurance coverage sector has been below strain, however LIC’s scale and market dominance give it a little bit of a buffer.

What’ in for the Buyers? LIC may very well be a contrarian choose for those who imagine the insurance coverage sector will rebound because the economic system stabilizes. The inventory’s correction could be overdone, however I’d anticipate extra readability on premium progress earlier than leaping in.

3. Maruti: Regular Development

Maruti Suzuki, India’s largest carmaker, noticed a 16.17% QoQ internet revenue progress and a 7.99% TTM progress, not unhealthy for an organization in a cyclical sector like automotive. However their inventory has been hammered, down 10.77% within the final three months.

What’s the Deal? The automotive sector has been grappling with weaker demand, particularly within the passenger automobile phase. Maruti’s progress is probably going pushed by value controls and probably some incentives (just like the Manufacturing Linked Incentive scheme). However with rural demand nonetheless subdued and concrete customers tightening their belts, the street forward could be bumpy.

Ought to You Think about It? Maruti’s a family identify, and its fundamentals are strong. The deep correction could be a shopping for alternative for those who imagine within the long-term progress of India’s auto sector. However I’d regulate client sentiment, any indicators of a requirement revival may ship this inventory hovering.

4. Mahindra & Mahindra (M&M): Robust Development

M&M is one among my favorites on this record, with a 21.43% QoQ internet revenue progress and a 9.11% TTM progress. That’s a strong efficiency, particularly for an organization that’s juggling each automotive and farm tools companies. However right here’s the shocker, their inventory is down 14.05% over the final three months, the steepest drop on this group.

What’s Up with M&M? M&M has been killing it within the SUV phase, with sturdy order flows for his or her newly launched fashions. Nonetheless, their farm tools phase is going through headwinds attributable to weak rural demand, administration even guided for a ten% degrowth within the subsequent quarter. Plus, they’re capacity-constrained, which suggests they will’t ramp up manufacturing as quick as they’d like to satisfy demand. On the flip aspect, their give attention to electrical autos and sustainable mobility (like their Final Mile Mobility phase) is a giant plus for the long run.

Tesla’s potential India entry has additionally pressured M&M’s inventory. Amid EV automobiles, there’s a competitors fears. Nonetheless, analysts recommend the correction overreacted, with Tesla’s excessive pricing limiting its influence, supporting M&M’s long-term progress potential.

Is It a Purchase? I’m actually tempted by M&M proper now. The correction feels overdone, and their long-term progress story—particularly within the EV house—appears to be like promising. If rural demand picks up they usually type out their capability points, this inventory may very well be a winner.

5. Hindustan Zinc: A Quiet Achiever

Hindustan Zinc caught my eye with a 32.05% QoQ internet revenue progress and a powerful 20.56% TTM progress. That’s some severe momentum! Their inventory is down 8.21% over the final three months, which is comparatively gentle in comparison with others on this record.

What’s Driving This? As a number one zinc producer, Hindustan Zinc is benefiting from sturdy international demand for metals, particularly with the push for renewable vitality and infrastructure growth. Their TTM progress suggests they’ve been on a roll for the previous yr, which is a superb signal of consistency.

For those who’re on the lookout for a play on the commodity and infrastructure growth, Hindustan Zinc could be a great choose. The correction is modest, and their fundamentals look sturdy. Simply regulate international steel costs, they are often risky.

6. Ambuja Cements: The Star Performer

Ambuja Cements is the rockstar of this group, with a jaw-dropping 142.48% QoQ internet revenue progress and a strong 14.45% TTM progress. Their inventory, nonetheless, is down 13.70% over the final three months, reflecting the market’s total correction.

What’s Fueling This Development? India’s infrastructure push, highways, good cities, and metro expansions, has been a large tailwind for cement corporations like Ambuja. The federal government’s give attention to capital expenditure is driving demand, and Ambuja appears to be capitalizing on it fantastically. Their revenue progress is probably going a mixture of greater volumes and higher pricing.

Ought to You Make investments? Ambuja appears to be like like a powerful wager for those who imagine India’s infra story will proceed to play out. The correction could be a golden alternative to get in earlier than the inventory rerates. Simply be careful for rising enter prices—they might put strain on margins.

The Macro View

Now, let’s zoom out for a second.

The Indian inventory market has been in a deep correction since September 2024, and you may see that mirrored within the 3-month returns for all these shares, they’re all within the crimson, starting from -7.81% for HUL to -14.05% for M&M.

However right here’s the factor, a correction doesn’t imply the basics of those corporations are weak. Actually, the info reveals the alternative, most of those corporations are rising their income at a wholesome clip, particularly on a quarterly foundation.

So, what’s happening? The market is probably going reacting to broader issues, possibly fears of a worldwide slowdown, inflationary pressures, or simply profit-taking after a powerful run in earlier years.

However for long-term traders like us, this may very well be a blessing in disguise. Shares with sturdy fundamentals which can be buying and selling at a reduction attributable to market sentiment are precisely the form of alternatives we needs to be on the lookout for.

Sensible Suggestions: How one can Strategy These Shares

Alright, let’s get sensible. Listed below are some actionable suggestions based mostly on this information:

1. Search for Undervalued Gems: Shares like M&M, Ambuja Cements, and Hindustan Zinc have posted sturdy progress however are nonetheless in correction mode. This may very well be an opportunity to purchase high quality corporations at a reduction. Do your personal analysis, however these could be value including to your watchlist.
2. Give attention to Lengthy-Time period Tendencies: Firms like Ambuja Cements (infrastructure) and M&M (EVs and SUVs) are aligned with huge structural developments in India. For those who’re a long-term investor, these developments may drive vital progress over the following 5-10 years.
3. Look ahead to Demand Restoration: HUL, Maruti, and LIC are extra tied to client sentiment. If rural and concrete demand begin to choose up, these shares may see a pointy restoration. Keep watch over financial indicators like client spending and PMI information.
4. Diversify Throughout Sectors: This record covers FMCG (HUL), insurance coverage (LIC), automotive (Maruti, M&M), metals (Hindustan Zinc), and cement (Ambuja). Diversifying throughout sectors can assist you handle threat, particularly in a risky market.

The market correction won’t be over but. For those who’re not in a rush, think about ready for extra readability on the macro setting earlier than making huge strikes. However for those who see a inventory you like at a value you may’t resist, don’t be afraid to begin constructing a place regularly.

Conclusion

The Q3 December 2024 outcomes for these six Indian shares present a transparent pattern, sturdy fundamentals, however costs that haven’t caught up as a result of market correction. For me, that screams alternative, however provided that you’re keen to do your homework and take a long-term view.

I’ll be protecting a detailed eye on how these shares transfer over the following few months, particularly as we get extra readability on the broader market path.

What about you? Are you eyeing any of those shares, or do you’ve different favorites in your radar?

Drop a remark under, I’d love to listen to your ideas! And for those who discovered this publish useful, don’t neglect to share it along with your fellow traders. Let’s navigate this market collectively!

Till subsequent time, glad investing.