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Angel One's shares surged 5.4% despite a 48.7% drop in Q4 net profit and a 22.2% revenue decline. The company announced a final dividend of Rs 26 per share for FY25. While ICICI Securities downgraded the stock, HDFC Securities maintained a 'Buy' rating, citing potential upside, and the firm highlighted strong annual performance despite regulatory headwinds impacting F&O activity.
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Saigal Capital's founder, Anshul Saigal, anticipates tariffs positively impacting India, presenting buying opportunities post-volatility. He sees value in companies benefiting from volume and price increases, particularly in pharma (CDMO) and metals. Despite tech's potential, high valuations make it currently less appealing, with uncertainty creating opportunities in specific sectors like textiles.
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Timely participation in cycles like renewables, ESDM, capital goods, and infra, which experienced strong tailwinds due to government policies and rising demand.
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