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Business Standard
13 hours ago
- Business
- Business Standard
Digitide Solutions Ltd leads losers in 'B' group
Sika Interplant Systems Ltd, Centum Electronics Ltd, Timex Group India Ltd and Onelife Capital Advisors Ltd are among the other losers in the BSE's 'B' group today, 25 June 2025. Sika Interplant Systems Ltd, Centum Electronics Ltd, Timex Group India Ltd and Onelife Capital Advisors Ltd are among the other losers in the BSE's 'B' group today, 25 June 2025. Digitide Solutions Ltd lost 5.63% to Rs 213 at 14:31 stock was the biggest loser in the BSE's 'B' the BSE, 20417 shares were traded on the counter so far as against the average daily volumes of 51442 shares in the past one month. Sika Interplant Systems Ltd crashed 5.43% to Rs 1377. The stock was the second biggest loser in 'B' the BSE, 1.46 lakh shares were traded on the counter so far as against the average daily volumes of 2.15 lakh shares in the past one month. Centum Electronics Ltd tumbled 5.41% to Rs 2189.55. The stock was the third biggest loser in 'B' the BSE, 3339 shares were traded on the counter so far as against the average daily volumes of 5486 shares in the past one month. Timex Group India Ltd dropped 5.00% to Rs 251. The stock was the fourth biggest loser in 'B' the BSE, 26294 shares were traded on the counter so far as against the average daily volumes of 55334 shares in the past one month. Onelife Capital Advisors Ltd corrected 4.96% to Rs 14.38. The stock was the fifth biggest loser in 'B' the BSE, 61650 shares were traded on the counter so far as against the average daily volumes of 19859 shares in the past one month.
Mint
26-05-2025
- Business
- Mint
Commercial services stocks to trade on 26 May as recommended by expert Raja Venkatraman
From supplying factories with vital components to helping offices run smoothly, India's commercial services & supplies sector plays a quiet but crucial role in the economy. In 2025, these business enablers are adapting to shifting policies at home and abroad, including Reserve Bank of India's (RBI) liquidity push, tax tweaks in Budget FY26, and new US tariffs on RBI's 50-basis point cut in the Cash Reserve Ratio (CRR) aims to inject liquidity and maintain economic momentum. Meanwhile, the FY26 Budget has provided tax relief for salaried employees--stimulating consumption-driven sector--while prioritizing infrastructure and automation investments. However, the Trump Tariff, which imposes a 26% duty on Indian exports to the US, has disrupted global supply chains. This has particularly impacted logistics, automation, and consumer durable exports. Indian firms are responding with regional trade diversification and cost optimization, but pricing volatility and demand fluctuations remain challenges. Despite these hurdles, the sector's long-term growth prospects are supported by ongoing digitalization and strong domestic policy backing. Following are the key sectoral trends: - Sector Dynamics and Consolidation: - Cost Savings and Price Stabilization: - Challenges: Demand Revival, Pricing Trends, and Growth Prospects: Based on the above, Raja Venkatraman has recommended the following two stocks: Centum Electronics Ltd (current market price: ₹2,320) Centum Electronics Ltd specializes in Electronic System Design and Manufacturing (ESDM). They design, manufacture, and export electronic products, including systems, subsystems, modules, and printed circuit board assemblies. The company caters to various sectors like defence, aerospace, space, medical, transportation, and industrial. Centum Electronics has demonstrated strong financial performance in Q4 2025, driven by strategic consolidation and operational efficiency. The company reported a 23.85% year-over-year revenue growth, increasing from ₹300.66 crore in Q4 FY24 to ₹372.38 crore in Q4 FY25. Additionally, its net profit turned positive, shifting from a ₹6.89 crore loss in Q4 FY24 to a ₹21.53 crore profit in Q4 FY25. This turnaround was largely due to cost-saving measures, including logistics optimization and supplier contract renegotiations, which led to 5-7% operational cost reductions across key verticals. After some major decline in the since December 2024 the prices saw a 'V' shaped recovery from March 2025 that slowly but steadily caught the attention of the retail participants. Further the steady interest that has been seen in the Defence space has managed to attract some strong attention to this counter. Since the last few weeks, the stock has witnessed a steady participation that saw the volume build up ahead of the numbers helping the prices nearly double from the lows. Read this | IndiGo's Q1 turbulence to be temporary as crude oil prices soften, capacity grows The revival seen in the last few days in May 2025 was indicating a upward climb coupled with some genuine buying at lower levels has once again triggered some upside. With the prices clearing the resistance zone (marked in a rectangle box) probability of heading higher is much higher. The long body candle formation and an uptick in momentum in the sector as a whole can be looked upon as an indication to go long. With the recent price move forming a nice long body formation suggests a potential rise towards 2700. The Trump Tariff, imposing a 26% duty on Indian exports, has posed challenges, particularly in the defence and aerospace segments. However, Centum Electronics has mitigated risks through regional trade diversification and enhanced credit guarantees for MSMEs, strengthening its financial stability. Linc Ltd (current market price: ₹150) Linc Ltd is a prominent manufacturer of writing instruments and stationery, with a strong national and international presence in over 60 countries. They have a wide range of products, including ball pens, gel pens, and other stationery items, and are the exclusive distributor for brands like Uni-ball and Deli in India. Linc has continued its strong financial growth in FY25, driven by strategic product diversification and operational efficiencies. The company reported a total income of ₹54,819 lakh, reflecting a 6.4% year-over-year increase, underscoring its resilience in a competitive market. A key driver of this expansion has been the Pentonic brand, whose contribution to overall sales rose from 34.3% in FY24 to 35.6% in FY25, strengthening Linc's foothold in the premium stationery segment. The company has maintained a healthy gross profit margin of 31.8%, supported by optimized manufacturing processes, raw material procurement strategies, and cost-saving initiatives that have boosted profitability. Net profit stood at ₹3,804 lakh, marking an 11.2% increase compared to the previous fiscal year, reinforcing its sustained profitability. This growth comes as Linc strategically expands beyond pens into markers, highlighters, and pencils, tapping into the broader stationery market, which is expected to surge from ₹6,640 crore to ₹38,500 crore. Read this | Nalco's growth streak hits speed bump on price slide, project delay fears The company's focus on premiumization, product innovation, and increased brand visibility has solidified its market positioning. Conclusion In summary, the Commercial Services & Supplies sector is poised for steady growth through FY26. Also read | This Murugappa Group stock is down 38% from its peak. But why are investors turning bullish again? Government-backed infrastructure investments, digital transformation, and evolving consumer demand patterns offer long-term resilience. While challenges such as pricing pressures and global trade headwinds persist, adaptive strategies, driven by consolidation, cost control, and innovation, are setting the stage for sustained expansion. Raja Venkatraman is co-founder, NeoTrader. His Sebi-registered research analyst registration no. is INH000016223. Investments in securities are subject to market risks. Read all the related documents carefully before investing. Registration granted by Sebi and certification from NISM in no way guarantees performance of the intermediary or provide any assurance of returns to investors. Disclaimer: The views and recommendations given in this article are those of individual analysts. These do not represent the views of Mint. We advise investors to check with certified experts before making any investment decisions.
