BULLSHOTS 1 MAY 2025

MARKET WRAP – 1 MAY 2025
Holiday Hush, Global Whispers, and Corporate Roars

Markets

It was a quiet day on Dalal Street as Indian stock markets observed a holiday for Maharashtra Day. No updates today for Nifty 50, Sensex, Top Gainers, or Losers.

But the world didn’t stop spinning —

• US markets: Treaded water, flat and cautious.

• Europe: Mostly in the green, with upbeat investor sentiment.

• Asia: A mixed bag — some optimism, some hesitation.

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Headlines That Moved the Needle

• GST Windfall: April’s GST mop-up hit a new all-time monthly high —

  • Gross collections: ₹2.37 lakh crore, up 12.6% YoY

  • Net collections (after refunds): ₹2.09 lakh crore, up 9.1%

    The government’s wallet is looking healthier than ever.

• Flying High:

  Air India and Air India Express joined hands with Dubai’s DNATA for sales and marketing across the UAE — except Abu Dhabi and Al Ain.

• Bank of Japan: Stayed dovish, keeping rates unchanged at 0.5%.

• Amul Alert: The dairy giant turned up the heat, hiking milk prices by ₹2/litre starting 1 May.

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Earnings in Focus

• Adani Enterprises

  • Q4 net profit: ₹3,845 crore — a whopping 753% YoY rise.

  • Dividend: ₹1.30/share; record date: 13 June.

  • Big boost: ₹3,286 crore gain from selling 13.51% in Adani Wilmar.

• Adani Ports

  • Q4 net profit: ₹3,014 crore — up 48% YoY.

  • Dividend: ₹7/share; same record date: 13 June.

• Zomato (Eternal)

  • Q4 net profit: ₹39 crore — down 77% YoY.

  • Major shift: Shutting down 10–15 min delivery wings — ‘Quick’ and ‘Everyday.’

• Zydus Lifesciences

• USFDA approval: For Niacin Extended-Release Tablets — targeting cholesterol, and a $5.5M opportunity in the US.