After recovery in the Indian stock market in April, midcap and smallcap stocks have returned again. The midcap index of BSE rose to 4 per cent in April while the BSE 250 smallcap index rose by 3.9 per cent in this period. The Sensex rose 3.7 percent during this period. Midcap and smallcap shares can perform continuously well if the broad market perception remains strong, as was seen in the previous boom cases. For example, BSE Midcap and BSE 250 Smallcap Index rose 34 per cent and 30.8 per cent between December 2023 and September 2024, while the Sensex rose by 16.7 per cent during this period. Five shares have been selected from midcap and smallcap area here. These shares are climbing and providing excellent mixed bets of high returns on revenue and income hike, proper assessment and equity. The shares have been selected from BSE Midcap and BSE 250 smallcap indices. But these have not included companies in banking, finance, insurance, asset management and equity broking (BFSI) sector. Midcap Ashok Leyland – Where the sale of medium and heavy commercial vehicles (M&HCV) was weak in FY 2025 due to election and decrease in government spending last year. But brokers are expected to improve it in FY 2026 – Investment on infrastructure, strong freight rates and demand for diesel can provide relief to the region in the current situation – margin is likely to help the margin from pricing discipline in large companies. The average sales price of vehicles in the quarter of March 2025 is estimated to be high due to rising truck mixture, operational efficiency and product mixture-the emphasis of Ashok Leyland on increasing market participation and improving operating profits margins will help him in strong income growth-BNP Pariba Research believes that BNP Pariba Research believes that CV demand and pure-play CV company has a boom and the income estimates for Pure-Pore CV company is a boom in the share. However, revenue is expected to increase in two points in short -term. But due to the fall in the prices of raw materials, Arvindo’s gross and operating profit margin can remain stable-the drug manufacturer will be among the major beneficiaries of stability in generic pricing in the US market-BP Equality says that the penicillin-G unit will be helpful in income growth for Arvindo Pharma in the coming years-Kotak Research will be helpful in the coming years-the company has said that the company will be helpful in the coming years-the company will be helpful in the coming years. The share adjusted income can register an increase of 11 percent, which may be possible due to the sales hike of two digits for many non-American formulations markets, benefits from the pen-G project and soft production costs. Majhgaon Dock Shipbuilders-Majhgaon Dock Shipbuilders are the only company that is technically eligible for 6 submarines with 6 submarines. This order, whenever met, can exceed Rs 50,000 crore – in addition, an order of over Rs 25,000 crore is pending for the supply of three Scorpene class submarines. After receiving these orders, the company’s order-book will exceed Rs 1.1 lakh crore-brokerage firms believe that the public sector company will cross its 12-15 percent estimate of tax-profit margin in the next three years, because the current rate of implementation, strong booking revenue and powerful order flow will help it to help Dixen Technologies-country’s biggest electronic manufacturing service (EMS) Rupee is the main beneficiary of the production -based incentive (PLI) scheme – Brokers believe that this veteran will strengthen its backward integrations in the display assembly, the chemical module assembly and mechanical components – between other competitors like America and China and Vietnam, will strengthen their backward integrations. There will be great advantage – the 50:50 partnership partnership with Significial (Philips Lighting) will also help in compensating for revenue fall in LED lighting business due to rising competition and price pressure. Keeping in mind the significance of several factors, Kotak Research has increased income estimates and added ‘reduce’ to ‘reduce’ to the share, Oil India – Government -owned oil and gas producer Oil India strengthened about 6 per cent in April. Between August 2024 to March this year, this stock declined by about 50 per cent-the stock is seeing a possibility of existing level in the stock due to increasing oil and gas production and stability in crude oil prices-Oil India’s consolidated net profit and net sales ended till December 2024, the last 12 months (TTM) has agreed by 24.3 and 5.4 per cent in the last 12 months (TTM)-although the company’s net profit focus is 2025 of the company’s pure financial year 2025. The quarter declined by 43 per cent on an annual basis. Power on net profit, especially due to a weakness of 53 per cent on an annual basis, was under pressure – analysts of Ilara Capital estimates 25 per cent in Oil India’s crude oil and 50 per cent increase in its natural gas production in the next three years. Can continue even in the fourth quarter of 2025-while high research and growth expenses affected the company’s operational benefits and margins in the third quarter, while the change in the product mixture and price cuts in American business may remain pressure on the margin-in the year 2025, the offering of revalimids, the first-to-philicate opportunities and the important opportunities of the first-tu-philiy The launch is expected to promote restoration. Indesak Securities says that the company is eyeing the expansion and major acquisition in Brazil, Canada, Chambal Fertilizers and Chemicals – In the last three months, the shares of Chambal Fertilizers and Chemicals have gained a huge rise and it has risen about 50 per cent since the end of January – in a year, this share has gained 63 per cent in a year, which has made a brilliant performance in a year. It is – This boom in the stock has come due to improvement in fertilizer business and benefits from investing in technical ammonium nitrate plant and phosphoric acid expansion by Morocco joint venture – the company’s net sales in the third quarter of FY 2025 increased by 13.1 per cent on an annual basis which is higher than market estimate. The company’s net profit increased 16.3 per cent on an annual basis in the March quarter, although it was less than anticipated due to sluggish gains on the sale of fertilizers – the stock is trading on a TTM PE of 16.8 times and P/BV of 3.3 times, which is much less than the current assessment of Sensex. Techno Electric and Engineering – Purchase and Power Sector Electric Electrics. About 7 percent in the month of 7 per cent and 12 per cent in the last 12 months-this stock was excited during January-March 2025 due to an increase in the last 12 per cent-although the broker is excited on the company keeping the company in the end of December 2024 and 45.3 per cent in the end of December 2024, due to the constant increase in its power transmission and distribution segment and the potential revenue increase in its power transmission and distribution segment and the potential revenue increase in its power transmission and distribution segments and the potential revenue increase from the data center business and the net profit of the company at the end of December 2024. Increase – The company’s order book was at Rs 9,700 crore in the end of December 2024, which is an increase of 78.3 per cent on an annual basis and is equivalent to 4.7 times its EPC revenue. Deepak Fertilizers and Petrochemicals – Pune’s Chemical Producers Lamp Fertilizers and Petrochemicals shared 17 per cent in April and in the last 12 months, 17 per cent in the last 12 months and this was done in the last 12 months and in this last 12 months, this was a mark of 17 per cent in the last 12 months. The strong performance on the broker path has shown due to the improvement in the recent quarters of the company’s revenue and income growth – the company’s integrated revenue and net profit up to 39.2 per cent and 335.6 per cent on an annual basis in the third quarter of FY 2025 – Similarly, in the last 12 months period in December 2024, the last 12 months ended 3.3 per cent and 80.5 per cent in the last 12 months period and the last PE of 80.5 per cent – the last PE was recorded at the last 12 Multiple and 2.9 -fold PB value is at a reasonable level with value and it is much less than the current assessment of Sensex. Godfrey Philips – Tobacco Product Maker Godfrey Phillips Hall has been one of the major smallcap stocks that recently performed well – the company’s share price has raised up to 20 % in the last one month – the share price in the last one month – the share price has been recorded in the last 12 months – the share price has been recorded in the recent months by the company. Come due to increase – Godfrey Philips in TTM ended in December 2024 increased by 26.4 per cent on an annual basis while net profit increased 23.4 per cent on an annual basis – The speed of income according to HDFC securities is likely to remain, as the company’s market participation is likely to continue as the market participation in Marlboro and Steler Shift brands – this share has increased at the moment – the share of 40 was at the same time. Trade at 9 times P/BV, which is less than other major FMCG companies First Published – May 2, 2025 | 12:03 am IST related posts
Midcap and smallcap share on the path of return – Midcap and Smallcap Stocks Regain Momentum in April Rally – Business Standard
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