In today’s briefing:
- JSW Energy: Balancing Strong Growth Aspirations with Elevated Leverage Add Ticke
- Aarti Industries Q4 FY25 Update: Volume Recovery Drives Sequential Growth
- NSE NIFTY50/ Vol Update / Indo-Pak Ceasefire! Large Markdowns in IV-Skew-Smile Triggered
- Indian Tire Majors Launch ‘iSPEED’ To Empower 2 Lakh Rubber Smallholders
JSW Energy: Balancing Strong Growth Aspirations with Elevated Leverage Add Ticke
- Unveiled a Rs1.3 lakh crore capex program is planned over FY26–FY30 to reach 30 GW total capacity and 40 GWh energy storage by FY30.
- Reported a 16% year-on-year increase in Q4 FY25 net profit to ₹408 crore, with revenue rising 16% to ₹3,189 crore.
- Trades at ~46x P/E—above Adani Power (~17x) and Tata Power (~33x).
Aarti Industries Q4 FY25 Update: Volume Recovery Drives Sequential Growth
- Aarti Industries (ARTO IN) posted a solid 9% QoQ revenue growth, driven by higher volumes in the energy sector.
- The company is navigating external volatility, including US tariffs and geopolitical uncertainty, while maintaining growth through volume recovery and diversification.
- The solid volume uptick in key sectors positions Aarti for continued growth in FY26, despite margin pressures.
NSE NIFTY50/ Vol Update / Indo-Pak Ceasefire! Large Markdowns in IV-Skew-Smile Triggered
- Indo-Pak ceasefire triggers risk-premia markdowns – Monthly IVs -4.0 vols lower, Skew & Smile get compressed
- Vol-Regime stays in “High & Up” state with high likelihood of switching to “High & Down” in the upcoming week.
- IV term-structure flattened as the week progressed. Leaving front-end vol-differentials in Contango & Back-end Backwardation now eased to +0.60 vols.
Indian Tire Majors Launch ‘iSPEED’ To Empower 2 Lakh Rubber Smallholders
- US$16.9 mn initiative to enhance productivity and quality in Northeast
- Stress on sheet-making infrastructure to fetch better price for farmers
- INROAD creates over 136,000 new smallholders in the Northeast
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