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ICICIdirect Profile picture
@ICICI_Direct
Apr 30 • 7 tweets • 2 min read Twitter logo Read on Twitter
Largest companies by categories in 🇮🇳 (highest market cap)

🔋 Energy → Reliance
🧑‍💻 IT Services → TCS
🏦 Bank → HDFC Bank
🧼 FMCG → HUL
🏦 PSU → SBI
🏠 Housing Finance → HDFC
📱Telecom → Bharti Airtel
💰NBFC → Bajaj Finance
🛣 Infra → L&T
🎨 Paints → Asian Paints

1/6
Largest cos. (2/6)

🚙 Car → Maruti
💊 Pharma → Sun Pharma
💍 Luxury Goods → Titan
🛒 Retailing → Avenue Supermarts
🛣 Cement → UltraTech
🏗 Steel → JSW Steel
💡 Power producer → NTPC
☀️ Renewables → Adani Green
🦾 Industrial products → Siemens
🏠 Real Estate → DLF
Largest cos (3/6)

🚁 Aerospace & Defense → HAL
🏍 Motorcyle → Eicher Motors
🧬 API & Life Sciences → Divi's Labs
✈️ Airlines → InterGlobe
🧪 Chemicals → SRF
💳 Credit Card → SBI Cards
☕️ Beverages → Tata Consumer
🏥 Hospitals → Apollo Hospitals
🔩 Auto parts → Bosch
Largest cos in India (4/6)

👨‍🌾 Agro Chemicals → UPL
🍻 Alcohol → United Spirits
🌐 Internet biz → Zomato
💼 Job search → Info Edge
🏨 Hotels → Indian Hotels
🍼 Women & child care → Abbott
💉 Diagnostics → Dr. Lal PathLabs
⚡️ Electric Vehicles → Tata Motors
Largest cos (5/6)

🥇 Gold loans → Muthoot
🏘 Building Products → Astral
📈 Mutual Funds → HDFC AMC
🧪 Industrial chemicals → Gujarat Fluorochem
🪑 Plastic Products → Supreme
💇‍♀ Beauty → FSN E-Com (Nykaa)
👗 Wedding wear → Vedant Fashions
🍕Restaurants → Jubilant Food
Largest companies in India (6/6)

🗳 Logistics ● Delhivery
👠 Footwear ● Metro Brands
👔 Textiles ● K.P.R. Mill
🍨 Sugar ● E.I.D- Parry
👝 Luggage ● V.I.P. Industries
📝 Paper ● JK Paper

Like and retweet to educate more investors.

Compiled by #icicidirect
/end
We compiled this as a single list here on our Telegram channel:

t.me/ICICIdirectoff…

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More from @ICICI_Direct

ICICIdirect Profile picture
Apr 28
🔸Attention Traders!!!🔸

ICICI Direct is launching a cutting-edge trading system where you can set fully automated entry & exit rules
No more worrying or manually making efforts to time the market with the new Scalping tool at ICICIDirect
(1/n) Image
Brokerage of just Rs. 7 flat/order for Intraday & Options
All you need to enter:

1. Entry and profit difference price

2. Quantity to be executed per trade and maximum open quantity you want

That’s it. Sit back & relax. The Algo will keep working for you
( 2/3) Image
You can even set duration for which you want to trade - let’s say next 30 minutes or full day.

Please visit the ICICIdirect Markets app and click on Tools 》Execution Algos 》 Scalping to get started.

(3/n)
Read 4 tweets
ICICIdirect Profile picture
Apr 28
Here is the next part of our series on Fundamental Analysis📈

Let's learn about Discounting Future Cash Flows & DCF Model of valuation

A thread 🧵👇#LearnwithICICIDirect Image
[A] What is Discounting?

Discounting is the method of determining present value of future payments/inflows.

It helps us to factor time value of money.

The value of INR 1,00,000 is more today vis-à-vis having the same amount 10 years down the line
[B] What are Cash flows (CF)?

CF are the cash generated by business. CF can be from operating, investing or financing activities
Read 15 tweets
ICICIdirect Profile picture
Apr 16
Weekly Derivative Outlook (April 17 - April 21) 📉📈:
1⃣ #nifty
2⃣ #BankNifty

1/n Image
2/n

🟥 Nifty

♦️ The Nifty extended its gains by 1% in a truncated week & tested our targets of 17800 driven largely by short covering
♦️ Once again financial stocks were major gainers along with mid & small caps, which continued their momentum in the new financial year
3/n

♦️ Going ahead, we expect the Nifty to consolidate with support near 17500 amid results from heavyweights
♦️ The current open interest in the Nifty is nearly at a one year low as short closure continued during the series
Read 12 tweets
ICICIdirect Profile picture
Apr 15
Infosys' ADR has fallen by ~9.8% after Q4FY23 results📉🔻

We maintain a BUY rating, but have reduced our target

In this thread we discuss:
🔸Results
🔸Guidance
🔸Our view and
🔸TARGET

A thread🧵👇

#Infosys #LearnWithICICIDirect #ICICISecurities
[1] Revenue Growth – Q4FY23

In CC terms:
🔸Grew 8.8% YoY📈
🔸Dropped 3.2% QoQ📉🔻

🔸Major miss from our estimates of +0.1%/0.3% QoQ CC growth

🔸This resulted in miss in FY23 revenue growth at 15.4% YoY CC vs guidance of 16-16.5%

🔸Due to unplanned project ramp downs
[2] EBIT Margins - 21% for Q3FY23

🔸Decline of 0.5% QoQ
🔸Decline of 0.6% YoY

🔸Decline in margin was due to dip in utilisation and unexpected fall in revenue

🔸Margins are lower by 50 bps QoQ from our estimates of 21.5%/21.7%
Read 10 tweets
ICICIdirect Profile picture
Apr 15
HDFC Bank Q4-2023 results summary :
🔸Interest income up 34.9% YoY and 5.6% QoQ to Rs. 451.19 billion
🔸NII up 23.7% YoY and 1.6% QoQ to Rs. 233.52 billion 🔸Operating expenses up 32.6% YoY and 8.0% QoQ to Rs. 134.62 billion

(1/n) Image
(2/n)
🔸Operating profit up 13.8% YoY and down 2.1% QoQ to Rs. 186.21 billion
🔸Provision down 18.9% YoY and 4.3% QoQ to Rs. 26.85 billion
🔸PAT up 19.8% YoY and down 1.7% QoQ to Rs. 120.47 billion
🔸Deposits up 20.8% YoY and 8.7% QoQ to Rs. 18,833.95 billion
(3/n)
🔸Advances up 16.9% YoY and 6.2% QoQ to Rs. 16,005.86
🔸GNPA were at 1.12% of gross advances vs 1.17% at March 31, 2022 and 1.23% at December 31, 2022
🔸NNPA were at 0.27% vs 0.32% at March 31, 2022 and 0.33% at December 31, 2022
🔸NIM (reported, core) at 4.10%
Read 6 tweets
ICICIdirect Profile picture
Apr 15
Yes Bank now has over 50L shareholders, the first Indian company to reach that mark.

That's more s/holders than debit cards, a proxy for Depositors:

🔸# of Debit card: 44.26 lakhs
🔸# of S/holders: 50.57 lakhs

We compared this data for all Private Banks.

Observations:
1/n Image
2/ Which Banks have the most investors overall?

Here is a compilation of Top Banks (figures in lakhs):

While Yes Bank leads, SBI comes second at 28L and HDFC Bank leads Tier 1 Banks with 22.9L shareholders. Image
3/
We compiled list of Private Banks with highest and lowest mix of shareholders to debit card holders.

Result: Investors seem to be ploughing in into Smaller Banks, while larger Banks have a low mix.

Qn: Would you be investor in Banks where you would not park your savings? Image
Read 5 tweets

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