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India’s GDP data for FY26 Q1 has sparked fresh debates in financial circles. At a time when global markets are battling trade wars and economic uncertainty, India posted a robust GDP growth of 7.8%. While this reflects resilience, investors are asking an important question: What does this mean for the Indian stock market in 2025?
In this blog, we decode the GDP data, its implications on equities, sector-wise opportunities, and how investors can make informed decisions with the right research support.
India’s economic performance continues to stand out globally. Despite challenges such as U.S. tariffs on Indian exports and FII outflows, the economy expanded at one of the fastest rates among major nations.
This data underlines that India’s growth story remains broad-based, though external pressures could test sustainability.
The connection between GDP and stock market performance is direct but nuanced. A higher GDP growth rate generally means better earnings potential for companies, but investors must also track liquidity flows and global cues.
GDP growth translates into credit expansion. Banks benefit from higher loan demand, while NBFCs may see improved collections. However, global liquidity trends could impact capital flows.
With GDP showing strong momentum in this segment, infra and real estate stocks remain attractive. Government capex continues to be a key growth driver.
While GDP growth in services is robust, U.S. tariffs and global demand softness pose medium-term risks. Still, India’s digital transformation keeps IT in focus for long-term investors.
Rising GDP means higher disposable incomes. FMCG companies and consumer discretionary plays (like retail, autos) are likely to ride this wave.
At Swastika Investmart (SEBI Registered), we combine strong research tools, customer-focused support, and tech-enabled investing platforms to help clients navigate these market cycles effectively.
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Q1. Why is GDP important for stock market investors?
GDP reflects the health of the economy. Strong GDP growth usually supports higher corporate earnings, leading to bullish equity markets.
Q2. Does high GDP growth always mean stock market gains?
Not necessarily. While GDP supports long-term growth, factors like FII flows, inflation, and global events can create short-term volatility.
Q3. Which sectors benefit the most from India’s GDP growth?
Banking, FMCG, infrastructure, and IT services are usually the first to benefit from rising GDP and consumer demand.
Q4. How should retail investors react to the latest GDP data?
Instead of chasing short-term rallies, investors should build diversified portfolios aligned with long-term growth sectors.
India’s 2025 GDP performance highlights the economy’s resilience in a challenging global environment. For stock market investors, the message is clear: strong domestic demand, government reforms, and robust services growth provide opportunities, but risks like tariffs and capital outflows must be managed.
With Swastika Investmart’s expert research and investor education initiatives, you can stay ahead of market trends and make informed decisions.
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Windlas Biotech founded in 2001, is one of India's top pharmaceutical formulations contract development and manufacturing organisations (CDMOs).
From product discovery to product development, licencing, and commercial manufacture of generic products, including complex generics, the firm provides a full spectrum of CDMO services.
The company's current emphasis is on the development of complicated generic medicines in the chronic therapeutic category for lifestyle-related diseases.
CDMO Products and Services, Domestic Trade Generics, and Over-the-Counter (OTC) Market (Nutraceutical and Health Supplement Product) are the three verticals in which the company works. It also offers its own branded products in the generics and over-the-counter (OTC) sectors.
The SME IPO consists of a fresh issue of Rs 165 crore and an offer for the sale of 51,42,067 equity shares by existing selling shareholders.
The offer for sale consists of promoter Vimla Windlass selling 11.36 lakh equity shares and investor Tano India Private Equity Fund II selling 40,06,067 equity shares. Tano India Private Equity Fund would leave the firm through an offer for sale, selling its whole 22 per cent share.
Windlas Biotech will use the net proceeds from its new issue to acquire equipment for capacity expansion of the current facility at Dehradun Plant – IV, as well as adding injectable dosage capabilities to the existing facility at Dehradun Plant-II (Rs 50 crore).); working capital requirements (Rs 47.56 crore); and repayment of certain borrowings (Rs 20 crore). The firm is currently in debt to the tune of Rs 30 crore. The debt is expected to be reduced by Rs 10 crore following the IPO:
Subscription Dates 4 – 6 August 2021 Price BandINR448 – 460 per share Fresh issueINR165 crore Offer For Sale5,142,067 shares (INR230.36 – 236.53 crore) Total IPO sizeINR395.36 – 401.53 crore Minimum bid (lot size)30 shares Face Value INR5 per share Retail Allocation 35% Listing On NSE, BSE
The firm is concentrating on developing and launching complicated generic medicines in the chronic therapeutic category for lifestyle-related diseases.
The company supplies seven of India's top ten pharmaceutical companies.
In terms of revenue, it is one of the top five companies in India's domestic pharmaceutical formulations contract development and manufacturing organization (CDMO) market-consistent revenue growth the company has a negligible amount of net debt (around Rs 20 lakh) and its interest-coverage ratio was around 42 times as of FY21.
We recommend subscribing to this IPO. Multi-drug therapy has gained relevance in the healthcare industry over the last few years and is projected to help the expansion of pharmaceutical consumption.it is one of India's major contract development and manufacturing firms (CDMO) for pharmaceutical formulations.
It also intends to enhance its capacity with the funds obtained, which will benefit the firm in the long run.
Exxaro Tiles is a company that specializes in the marketing and production of vitrified tiles. It was founded in 2008. Exxaro Tiles has a product range that includes over 1000 distinct tile designs in six sizes.
The firm's well-known products include the Galaxy Series, Topaz Series, and High Gloss Series. The firm produces glazed vitrified tiles composed of ceramic elements such as quartz, clay, and feldspar, as well as double charge vitrified tiles (double layer pigment).
Large infrastructure projects, such as educational, hotels, educational institutions, government, and hospitals, are also served by the firm.
A pre-IPO placement of up to 22 lakh shares may potentially be considered by the firm.
According to the DRHP, the SME IPO would be for up to 1.34 crore shares, with a fresh issuance of 1.12 crore shares and a Dixit kumar Patel offer for the sale of up to 22.38 lakh shares.
The fresh issue's net proceeds would be used to repay debt, finance working capital requirements, and for general company reasons.
Up to 50% of the shares will be allocated for qualified institutional purchasers, while 15% will be designated for non-institutional investors; the remaining 35% will be reserved for retail investors.
Employees will be entitled to a part of the offer.
Subscription Dates4 – 6 August 2021 Price Band INR 118 – 120 per share Fresh issue 11,186,000 shares Offer For Sale 2,238,000 shares Total IPO size 13,424,000 shares Minimum bid (lot size) 125 shares Face Value INR10 per share Retail Allocation 35% Listing On NSE, BSE
In the fiscal year ending March 2021, the company's top five customers contributed 36.34 per cent of revenue, while the top ten customers accounted for 40.76 per cent of the top line. The Group continues to work to improve its position in the business world by establishing successful verticals.
Through its more than 2,000 registered dealers, it generates over 86 per cent of its income from the domestic retail and institutional market.
The remaining 13.88 per cent of total income comes from exports, the firm has no long-term commitments with any of its institutional clients, resulting in a hazy picture of its order book in the future.
The firm requires a significant quantity of operating capital to continue expanding.
The company's failure to manage its working capital requirements might have a detrimental impact.
We advocate investing in the Stock IPO for the reasons stated above.
कच्चे तेल की कीमतों में ओपेक देशो द्वारा अगस्त से उतपादन बढ़ाए जाने की सहमती और वैश्विक स्तर पर कोवीड डेल्टा संस्करण के मामले बढ़ने के कारण बिकवाली का दबाव देखा गया है। कच्चा तेल मार्च के बाद से अपनी सबसे बड़ी साप्ताहिक गिरावट के लिए ट्रैक पर है क्योंकि कोवीड डेल्टा संस्करण के प्रसार को रोकने के लिए यात्रा प्रतिबंध, ईंधन की मांग को लेकर चिंता बढ़ा रहे हैं।
अमेरिकी कच्चा तेल वायदा सप्ताह में 4 डॉलर घट कर 69.4 डॉलर प्रति बैरल पर है। जबकि ब्रेंट क्रूड फ्यूचर्स सप्ताह में 3 डॉलर से ज्यादा फिसल कर 72 डॉलर प्रति बैरल हो गया है।
पिछले सप्ताह ब्रेंट और अमेरिकी कच्चे तेल में 5 प्रतिशत से ज्यादा की गिरावट देखि गई है, जो मार्च 2021 के बाद से सबसे अधिक है।जापान में आपातकालीन प्रतिबंधों को अधिकतर प्रान्तों में विस्तारित करने के लिए तैयार है, जबकि दुनिया के दूसरे सबसे बड़े तेल उपभोक्ता चीन ने कुछ शहरों में प्रतिबंध लगा दिए हैं और उड़ानें रद्द कर दी हैं, जिससे ईंधन की मांग को खतरा बढ़ने लगा है। संयुक्त राज्य अमेरिका में दैनिक नए कोवीड मामले छह महीने के उच्च स्तर पर पहुंच गए हैं।
हालांकि, इजरायल और ईरान के बीच बढ़ते तनाव पर चिंता ने कीमतों में गिरावट को सीमित कर दिया और सप्ताह के अंत तक कीमतों में कुछ सुधार रहा।संयुक्त राज्य अमेरिका में कच्चे तेल की आपूर्ति में सुधार करके, तेल की तेजी को भी सीमित कर दिया है।
घरेलु वायदा कच्चे तेल पिछले सप्ताह 5500 रूपए के उच्च स्तरों से फिसल कर 5044 रुपये के निचले स्तरों को छू गया और कीमते 5200 रुपये प्रति बैरल के करीब रही।
घरेलु वायदा कच्चे तेल की कीमतों में इस सप्ताह बिकवाली का दबाव रह सकता है। इसमें 5350 रुपये पर प्रतिरोध और 5000 रुपये पर सपोर्ट है।
Devyani International Ltd is the largest Yum Brands franchisee in India and one of the country's leading operators of chain quick-service restaurants (QSR).
As of March 31, 2021, the company had 655 outlets in 155 cities across India. Yum! Brands Inc. owns and runs KFC, Pizza Hut, and Taco Bell restaurants around the world, with over 50,000 locations in more than 150 countries.
Devyani International IPO subscriptions will begin on August 4th and end on August 6th, 2021. The additional offering of up to Rs. 1,838 crores in the Initial Public Offering of Equity Shares.
The new issuance was reported as raising up to Rs 440 crore and offering up to 155,333,330 equity shares for sale.
The offer's price range has been set at Rs 86–90 per share.
The IPO constitutes an offer for sale of up to 155.33 million shares by the existing shareholders and promoters as well as an Rs440 crore fresh issue.
The objectives of the Devyani International IPO are:(i) Repayment of all borrowings(ii) General corporate purposes
RJ Corp Ltd owns the company are up to 90 million. While Dunearn Investments Mauritius Pte is owned the company up to 65.34 million shares, The proceeds of the offering will then be used to repay some or all of the firm's debts.
The total outstanding borrowings of its Company (on a consolidated level) were 541.59 Crores as of June 2021. Devyani is India's largest quick-service restaurant (QSR) company to be listed on Swiggy and Zomato in 2019-2020
Investment bankers that are been appointed for the Issue are as follows :
Devyani International IPO details Subscription Dates 4 – 6 August 2021Price BandINR86 – 90 per share Fresh issueINR440 crore Offer For Sale155,333,330 shares (INR1,335.87 – 1,398 crore)Total IPO sizeINR1,775.87 – 1,838 crore Minimum bid (lot size)165 shares Face Value INR1 per share Retail Allocation 10% Listing On NSE, BSE
Strength
Risks
Company Strategies
IPO Issue Allocation:
The company is a major QSR player with well-known international brands. However, the company has experienced a net loss in recent years as a result of high advertising costs, license fees, and commissions.
With the current euphoria in the stock market and IPO listings, one can subscribe to the IPO. Despite the epidemic, it has continued to develop its shop network, opening 109 outlets in the last six months across its core brand business.
KFC and Pizza Hut were among the first to provide contactless delivery in May 2020 and June 2020, respectively.
It is expected that considerable interest will be seen through this IPO. It also provides listing gains. With an increasing number of individuals ordering food or visiting restaurants, future growth appears to be optimistic.
Krsnaa Diagnostics Ltd provides a comprehensive variety of technology-enabled diagnostic services to public and private hospitals, medical institutions, and community health centres across India, including imaging (including radiology), pathology/clinical laboratory, and teleradiology. Across many divisions, the company delivers high-quality, all-inclusive diagnostic services at reasonable prices. Krsnaa Diagnostics Ltd's Initial Public Offering (IPO) will commence for bidding on August 4, 2021, and end on August 6, 2021. A new offering of Rs 400 crore will be part of the company's IPO. It also includes an offer by the company's existing promoters and shareholders to sell up to 8.53 million or 85.30 lakh shares. PHI Capital Growth Fund will sell 1.6 million or 16 lakh shares, Kitara PIIN 1104 will sell up to 3.34 million or 33.4 lakh shares, Somerset Indus Healthcare Fund I Ltd will sell up to 3.56 million or 35.6 lakh shares, and Lotus Management Solutions will sell up to 21,380 shares in the Offer for Sale (OFS).
About the IPO
Krsnaa Diagnostics plans to raise Rs 1,213.33 crore through its first public offering. The issue is made up of a new issue of Rs 400 crore and an offer for sale (OFS) for Rs 813.33 crore, comprising 8,525,520 equity trading shares having a face value of Rs 5 each. On August 3, a day before the IPO opens for subscription, all anchor reservations will take place. The issue price range was Rs 933 to Rs 954 per equity share, with a face value of Rs 5 per share. It's an IPO with a book-built issue. The offering has a grey market premium of Rs 400, implying that the shares are trading on the unlisted market at a premium of Rs 1,333 to Rs 1,354 per share. The minimum lot size for the Krsnaa Diagnostics IPO is 15 shares, with an associated application fee of Rs 14,310. On the top end of the lot, there are 195 shares with a Rs 186,030 application amount. Retail investors can apply for up to 13 lots at the higher end of the lot size for this issue.
Strength
For starters, it is one of India's most well-known diagnostic chains. The company's financial picture. It also provides a broad and diversified variety of diagnostic services because of its complicated network and presence in 13 locations, it has a large market footprint. In addition, the firm has a solid financial track record.
Objectives
Strategies:
Investment allocation:
When it comes to investment allocations, the retail part is only 10%. The SME IPO has a 75 percent reservation for qualified institutional buyers (QIBs) and a 15% reservation for non-institutional investors (NIIs).
Financial Highlights:
The firm was able to sustain a high level of performance. For the fiscal year ending March 31, 2020, the film earned Rs 271.38 crore in total revenue. This was increased from Rs 214.31 crore the previous year. The company's net losses increased to Rs 111.95 crore in FY20, up from Rs 58.05 crore the previous year. Krsnaa Diagnostics, on the other hand, had a significant decrease in spending and an increase in income.For the nine-month period ending December 31, 2020, the net profit and sales were Rs 195.93 crore and Rs 562.7 crore, respectively. This trend was caused by increased income from operations as a result of the pandemic's outbreak.
Recommendation: The business model is scalable, and in the present climate, where post-COVID health consciousness is at an all-time high, this industry is only going to grow in the next years. This represents a big market for the firm as well as significant potential.The firm intends to use the proceeds of the offering to pay down debt, which is usually valued accretive for service-oriented enterprises. ) The IPO price for Krsnaa Diagnostics discounts the most recent year's profits at roughly 21X, which is lower than the comparable group. We recommend you to subscribe(Aggressive Investors).
Rolex Rings, Incorporated in 2003, based in Rajkot, Gujarat, is one of the country's largest makers of forged and machined components. The business has established a long-term relationship with its clients.
Rolex Rings made a profit of Rs 86.95 crore for the fiscal year ended March 31, 2021, up from Rs 52.94 crore the previous year, its net profit at a compounded annual growth rate stands at 21.3%.
More than half of the company's revenue comes from outside the country, with 60 customers in 17 countries, including India.
Domestic and worldwide markets are spread across two-wheelers, passenger vehicles, commercial vehicles, off-highway vehicles, electric vehicles), industrial machinery, wind turbines, and railways, among other areas.
It produces a diverse range of bearing rings, that are appropriate for a wide range of end-users.
Some of the main worldwide and local names that Rolex Rings serves are SKF India, Timken India, and NRB etc.
The SME IPO is worth Rs.731 crore. The new issue is worth 56 crore rupees. This will be utilized to meet long-term working capital needs as well as other corporate needs. The promoters are given a sale offer for the remaining 675 crores. The issue opens on July 28, 2021, and will close on July 30, 2021. The issue is priced at 880 to 900 per equity share.
About 50 per cent is kept for Qualified Institutional Buyers,15 per cent for non-institutional buyers, and 35 per cent for retail investors.
The funds obtained through the IPO will be used in the following manner:
Rolex Rings IPO details
Subscription Dates: 28 – 30 July 2021
Price Band
INR880 – 900 per share
Fresh issue
INR56 crore
Offer For Sale
7,500,000 shares (INR660 – 675 crore)
Total IPO size
INR716 – 731 crore
Minimum bid (lot size)
16 shares
Face Value
INR10 per share
Retail Allocation
35%
Listing On
NSE, BSE
Rolex Rings, a global vehicle parts producer, is ready to launch its public offering as the comeback gathers steam.
By investing in renewable energy, the corporation hopes to lessen its reliance on changing electricity costs and lower its carbon footprint.
The company now operates wind turbines with an installed capacity of 8.75 MW. The company is in the midst of extending its solar project capacity by 12 MW and has already placed purchase orders for the necessary equipment.
The automobile industry is slowly rebounding in 2021 after a tough ride in 2020. Auto sales are being driven by a number of factors, including the relaxation of lockout restrictions and pent-up demand.
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