Two companies are in focus following significant trading activity today. This article examines substantial block and bulk deals observed in two prominent entities, highlighting the nature of these transactions and implications for the involved companies and market sentiment surrounding them.
1. Emcure Pharmaceuticals
Emcure Pharmaceuticals Limited’s stock, with a market capitalisation of Rs. 23,762 crores, fell to Rs. 1,247, hitting a low of up to 2.56 percent from its previous closing price of Rs. 1,279.80. Furthermore, the stock over the past year has given a negative return of 7.8 percent.
According to CNBC-TV18, BC Investments IV, backed by Bain Capital, is planning to sell a 2.4% stake in the company through block deals. The deal is expected to be worth around Rs. 551 crore. As of March 2025, BC Investments IV held an 8.68% stake in Emcure Pharmaceuticals.
The company reported a strong Q4FY25 performance, with revenue rising to Rs. 2,116 crore, up 7.8 percent QoQ from Rs. 1,963 crore and 19 percent YoY from Rs. 1,771 crore. This growth reflects the company’s consistent expansion, supported by a three-year sales CAGR of 10 percent.
Net profit for Q4FY25 stood at Rs. 197 crore, marking a 26 percent QoQ increase from Rs. 156 crore and a 63 percent YoY jump from Rs. 121 crore. Despite a modest three-year profit CAGR of 1 percent, the company has delivered improved operational efficiency. Additionally, the ROE CAGR of 20 percent over three years indicates better returns for shareholders.
Emcure Pharmaceuticals, headquartered in Pune, India, is a leading global pharmaceutical company founded by Satish Mehta. Focused on innovation and quality, it develops, manufactures, and markets a diverse range of products, including orals, injectables, and biotherapeutics, across therapeutic areas like gynecology, cardiology, oncology, and HIV, serving over 70 countries.
Mangalam Cement Limited’s stock, with a market capitalisation of Rs. 2,047 crores, fell to Rs. 742, hitting a low of up to 1.98 percent from its previous closing price of Rs. 757.05. Furthermore, the stock over the past year has given a negative return of 18.8 percent.
Pilani Investment and Industries sold 5 lakh shares, representing a 1.81% stake, at Rs. 758 per share. Meanwhile, Rambara Trading Private Limited and Vidula Consultancy Services Limited each bought 2.5 lakh shares or 0.9% stake, at the same price of Rs. 758 per share.
The company posted a revenue of Rs. 503 crore in Q4FY25, reflecting a growth of 15.1 percent YoY from Rs. 437 crore in Q4FY24 and 14.8 percent QoQ from Rs. 438 crore in Q3FY25. Despite the moderate 3-year sales CAGR of 2 percent, the company managed to maintain consistent top-line growth in the latest quarter.
Net profit for Q4FY25 stood at Rs. 17 crore, flat YoY but up 112.5 percent QoQ from Rs. 8 crore in Q3FY25, indicating strong sequential improvement. However, over a three-year period, profit CAGR remained negative at -16 percent, while ROE delivered a modest 6 percent CAGR, highlighting uneven profitability trends despite steady revenue growth.
Mangalam Cement Limited, a B.K. Birla Group company, was founded in 1976 in Kolkata, India. It manufactures and sells high-quality Portland Pozzolana Cement (PPC), 43-grade, and 53-grade cement under the “Birla Uttam” and “Mangalam ProMaxX” brands. With plants in Rajasthan and Uttar Pradesh, it emphasises sustainability and innovation.
Written By Fazal Ul Vahab C H
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