Management guidance in blue-chip stocks provides investors with forecasts of a company’s future performance, including expected revenue and earnings. This helps shape investor expectations and can impact stock prices, particularly for stable, well-established companies. Strong guidance boosts investor confidence and reduces risks from market fluctuations.
Here are a few blue-chip stocks with robust Management Guidance for FY25 and further:
Bajaj Auto Limited
Bajaj Auto Limited is a leading manufacturer of motorcycles, scooters, and auto rickshaws. It holds the distinction of being the world’s largest producer of three-wheelers and the third-largest motorcycle manufacturer globally
The company plans to invest Rs.700-800 Cr in capital expenditures for FY25, primarily to set up a new e3W facility in Waluj.
The newly introduced Freedom-125 (CNG) is anticipated to boost the company’s market share in the sub-125cc segment. With e3W volumes at 3,000 monthly units and a presence in 140 locations, Bajaj aims to become a comprehensive player in the e3W market.
With a market capitalization of Rs.3.27 lakh crore, the share price of Bajaj Auto opened at Rs.11,729 per share on Monday, 0.08 percent lower than its previous close.
Tata Steel Limited
Tata Steel is one of the world’s largest and most geographically diversified steel producers, with an annual crude steel production capacity of 35 million tonnes and operations across multiple continents.
Due to its advanced readiness, Tata Steel will prioritize the Neelachal Ispat Nigam Limited (NINL) plant. The Kalinganagar plant is expected to expand to 8-13 million tonnes per annum (MTPA) in about six months, and Meramandali will increase from 5 to 6.5 MTPA.
This brings the total capacity to around 25 MTPA. Including the Usha Martin acquisition, the total will reach approximately 36 MTPA. Plans involve using the EAF model in Lithuania to target 40 MTPA, with the potential for further growth at the NINL, Kalinganagar, and Angul plants.
With a market capitalization of Rs.1.91 lakh crore, the share price of Tata Steel opened at Rs.155.55 per share on Monday, 1.4 percent higher than its previous close.
Coal India Limited
Coal India Limited (CIL) is the world’s largest coal mining company, crucial to India’s energy security. As a Maharatna company, it operates 322 mines across eight states and employs over 239,000 people.
Coal India is advancing key railway projects to enhance coal evacuation. The Tori-Shivpur line at CCL will handle 100 MTPA, while the Jharsuguda-Barpali-Sardega line at MCL will expand from 35 MTPA to 65 MTPA by June 2026.
The CERL Phase-I at SECL, with a capacity of 65 MTPA, is set to be fully operational by December 2024. Additionally, new developments at MCL, including the Lingaraj SILO and Angul-Balram rail link, will support a capacity of 15 MTPA.
Coal India’s project plans span four phases. Phase I (2024-25) includes 33 projects with a capacity of 382.5 MTPA and an investment of Rs. 10,750 Crore, with 15 projects already commissioned. Phase II (2025-26) covers 8 projects totaling 57 MTPA and requires an investment of Rs. 2,500 Crore.
Phase III (2028-29) involves 17 projects with a 324 MTPA capacity and an investment of Rs. 11,500 Crore, including one completed project. Phase IV (2029-30) features 14 projects totaling 74 MTPA and an investment of Rs. 3,000 Crore.
With a market capitalization of Rs.3.02 lakh crore, the share price of Coal India opened at Rs.492.45 per share on Monday, 0.5 percent up from its previous close.
Written by – Siddesh S Raskar
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