Hello Investor!

Markets are buzzing with Tata Capital’s much-anticipated IPO, marking the Tata Group’s first public offering since 2023, while Maruti Suzuki revs up production at its new Haryana facility to meet soaring automotive demand. Meanwhile, Camlin Fine Sciences strengthens its global footprint with a strategic French acquisition, enhancing its position in the food and nutraceutical sectors.

But before we dive into today’s updates

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Today’s Market Menu

• Focal Point: Tata Capital IPO, Maruti’s Expansion & Camlin Fine Acquisition

• Markets

• Everything else you should know today

• Video: How to beat 99% Investors from Peter Lynch

• Supercharge your Investing Skills

• Management Speaks: Sudarshan Chemicals, Allcargo Logistics, Narayana Health

• Stock Screener to up your game

FOCAL POINT

Tata Capital IPO, Maruti’s Expansion & Camlin Fine Acquisition

1. Tata Capital IPO: Tata Capital, the financial services arm of the Tata Group, has announced plans for an initial public offering (IPO) by issuing 230 million new shares. This move aligns with regulatory requirements for non-banking financial companies to list by September 2025. The IPO is poised to enhance Tata Capital's capital base and provide investors access to a diversified financial entity, marking the Tata Group's first public issue since Tata Technologies' listing in 2023.

2. Maruti Suzuki's Strategic Expansion: Maruti Suzuki India Limited has commenced commercial production at its new manufacturing facility in Kharkhoda, Haryana, with an initial capacity of 250,000 units per annum. This strategic expansion aims to meet the growing demand in the automotive sector and reduce lead times. The facility's phased development underscores Maruti's commitment to bolstering its production capabilities and market presence.

3. Camlin Fine Sciences' Strategic Acquisition in France: Camlin Fine Sciences Limited has entered into a Share Purchase Agreement to acquire a majority stake in Vinpai S.A., a French company specializing in natural functional ingredients. This acquisition, involving a combination of share swap and investment in convertible bonds, is set to enhance Camlin's portfolio in the food and nutraceutical sectors, leveraging Vinpai's expertise in algae, plant, mineral, and fiber-based ingredients.

MARKETS

The Indian markets closed mixed today amid global uncertainties and sector-specific challenges. The BSE Sensex gained 147.71 points (0.20%) to close at 74,602.12, while the NSE Nifty 50 edged down by 5.80 points (0.03%) to 22,547.55. Investor sentiment remained cautious due to concerns over U.S. tariff plans and foreign fund outflows, despite selective sectoral gains.

_{Closing figures as on 25.02.25 (3.30pm IST)}

🔎 In Focus

↔️Financials: The financial sector saw a modest uptick of 0.3%, recovering from a 2% decline over the previous three sessions. This rebound was primarily due to temporary buying interest, although overall market sentiment remained cautious.

↔️Automobiles: Auto stocks advanced by 0.7%, rebounding from earlier losses linked to Tesla's market entry into India. Notably, Mahindra & Mahindra's shares climbed by 2.2% after receiving a "buy" recommendation from Jefferies, highlighting limited impact from Tesla's presence.

↔️Metals: The metal sector faced pressure, with stocks declining by 1.1%. This downturn was attributed to a stronger U.S. dollar, which makes commodities more expensive for holders of other currencies.

✅Mahindra & Mahindra Ltd. (M&M): Shares surged by 2.61% to ₹2,780.15, outperforming competitors.

✅Bharti Airtel Ltd.: The stock rose by 2.36%, closing at ₹1,639.05.

✅Bajaj Finance Ltd.: Experienced a gain of 1.63%, ending at ₹8,490.90.

🔻Hindalco Industries Ltd.: The stock declined by 1.2%, influenced by the overall weakness in the metal sector.

🔻Dr. Reddy's Laboratories: Shares fell by 1.46%, making it one of the top losers in the session.

🔻Sun Pharma: The stock experienced a decline, contributing to the pharmaceutical sector's underperformance.

NIFTY 500: Selective Movement

Institutional Action

_{Provisional Figures (Rs. in Crores)}

FROM THE FRONTIER

Everything else you should know today 

🤝🏻 Alliance: Zaggle Prepaid Ocean Services Limited has inked a Customer Service Agreement with Honasa Consumer Limited, the parent company of popular brands like Mamaearth. Under this 36-month agreement, Zaggle will provide its Zoyer platform to streamline Honasa's corporate expenditure and rewards programs, reflecting a growing trend of digital financial solutions adoption among consumer goods companies.

☢️ Overhaul: SEBI has proposed a new methodology for calculating open interest in the derivatives market. The revised formula suggests setting the Market-Wide Position Limit (MWPL) at the lower of 15% of the free-float market capitalization or 20% of the average daily market capitalization for the previous six months. This initiative aims to enhance market transparency and efficiency, potentially impacting trading strategies and liquidity in the futures and options segments.

🏵️ Expansion: Nazara Technologies Limited has acquired a 60% stake in Funky Monkeys Play Centre Private Limited, marking its foray into the children's entertainment and edutainment sector. This strategic investment aligns with Nazara's vision to diversify its gaming and interactive offerings, tapping into the burgeoning market for children's recreational activities in India.

⚡ Powerhouse: India aims to increase its nuclear energy capacity to 100 gigawatts by 2047, necessitating a doubling of its current capacity approximately every 3.5 years. This ambitious target underscores the nation's commitment to diversifying its energy mix and reducing carbon emissions. However, with the next nuclear plant expected to be operational only by fiscal 2027, significant acceleration in project execution and investment is imperative to meet this goal.

💰Order Wins

✅ Jyoti Structures: Secured a ₹389.36 crore contract from Adani Energy Solutions for a 765 kV transmission line project in Maharashtra.

✅ Power Mech Projects: Awarded a ₹164.62 crore order by Bharat Heavy Electricals Limited for supply and civil works at the 2x800 MW DVC Koderma TPS Phase-II EPC project.

ONEZERO-F ACADEMY

6 Books That Build Wealth vs. 5 That Waste Your Time: Read Smart, Invest Smarter!

Choosing the right financial books can be the difference between building lasting wealth and wasting valuable time. With countless titles promising quick riches or financial wisdom, it’s crucial to separate actionable advice from feel-good theories. This curated list highlights six must-read books that offer proven wealth-building strategies and five that may not deliver the value they promise, helping you invest your time wisely.

✅Books That Build Wealth:

1. The Millionaire Fastlane by MJ DeMarco
DeMarco challenges traditional "get rich slowly" philosophies, advocating for wealth creation through entrepreneurship and scalable business models.

2. The Millionaire Next Door by Thomas J. Stanley and William D. Danko
This work reveals that true wealth often comes from living below one's means and prudent financial habits, rather than high income.

3. Rich Dad Poor Dad by Robert Kiyosaki
Kiyosaki emphasizes financial education and understanding the difference between assets and liabilities to achieve financial independence.

4. The Total Money Makeover by Dave Ramsey
Ramsey provides a step-by-step plan to eliminate debt and build wealth through disciplined budgeting and financial planning.

5. The Little Book of Common Sense Investing by John C. Bogle
Bogle advocates for low-cost index fund investing as a reliable strategy for long-term wealth accumulation.

6. The Psychology of Money by Morgan Housel
Housel explores how behavior and mindset influence financial success, offering timeless lessons on wealth, greed, and happiness.

❌Books That May Waste Your Time:

1. The Secret by Rhonda Byrne
Critiqued for promoting the idea that positive thinking alone can attract wealth, lacking actionable financial strategies.

2. The Science of Getting Rich by Wallace D. Wattles
Focuses on metaphysical concepts without providing practical financial advice relevant to modern readers.

3. The One Minute Millionaire by Mark Victor Hansen and Robert G. Allen
Offers oversimplified approaches to wealth creation, which may not be practical or effective for most individuals.

4. You Were Born Rich by Bob Proctor
Centers on mindset without delivering concrete financial planning or investment guidance.

5. The Latte Factor by David Bach
Suggests that small daily savings lead to wealth, a concept criticized for oversimplifying the complexities of financial growth.

SUPERCHARGE YOUR INVESTING SKILLS

Outperform 99% Of Investors With This Simple Strategy..." - Peter Lynch

MANAGEMENT SPEAKS

Management Call Highlights

✅ Sudarshan Chemical Industries reported an 18% YoY revenue jump to ₹666 crore in Q3 FY25, driven by robust global demand for high-performance pigments. This marks eight consecutive quarters of growth, reflecting the company's strategic focus on premium product segments and operational efficiency. Despite raw material cost pressures, Sudarshan’s international market expansion is paying dividends, positioning it to capitalize on the rising global preference for sustainable pigments in automotive and coatings industries.

✅ Allcargo Terminals Limited posted stable Q3 FY25 results, leveraging India’s projected 6.5% economic growth to expand its logistics footprint. The company’s focus on digital transformation and infrastructure development has enhanced operational agility, enabling it to capture market share in the competitive logistics space. With multimodal logistics gaining momentum in India, Allcargo’s strategic investments in container freight stations and ICDs could unlock long-term growth.

✅ Narayana Hrudayalaya’s launch of outpatient services at its Cayman Islands facility marks a strategic global push in Q3 FY25. This move taps into the growing demand for affordable, high-quality healthcare in the Americas, while mitigating currency risks through international revenue streams. With full facility commissioning planned for mid-2025, Narayana is poised to enhance patient volumes and revenue diversification.

STOCK SCREENER TO UP YOUR GAME

Highest Dividend Yield Shares

By Pratyush

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Dividend last year > Average 5years dividend AND
Profit after tax > Net Profit last year * .8 AND
Dividend last year > .35

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Mohit & the OneZero-F team

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