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:
Oil & Natural Gas Corpn Ltd (ONGC)
The Oil and Natural Gas Corporation (ONGC) is India’s leading public sector enterprise in the oil and gas industry, accounting for about 71 percent of the nation’s crude oil production and 84 percent of its natural gas production. Operating under the Ministry of Petroleum and Natural Gas, ONGC plays a crucial role in ensuring India’s energy security.
The management of ONGC has provided a positive outlook for the company’s performance in FY25 and the coming years. For FY25, the revenue is expected to range between Rs.33,000 crore and Rs.35,000 crore.
Looking ahead, ONGC plans to achieve a 20 percent growth in total production over the next three years, increasing from 39.45 MMtoe to approximately 47 MMtoe by FY27. This growth will be driven by a 12 percent increase in oil production, expected to rise from 19.5 MMT to 22 MMT, and a 27 percent increase in gas production, which will grow from 20 BCM to around 25.5 BCM.
With a market capitalization of Rs.3.3 lakh crore, ONGC’s share price on Monday was Rs.260.10 per share, 1 percent lower than its previous close.
Adani Ports & Special Economic Zone Ltd
Adani Ports and Special Economic Zone Limited (APSEZ), a key player in the Indian logistics and port sector, is the largest private port operator in the country. As part of the Adani Group, APSEZ oversees 12 ports and terminals, including the prominent Mundra Port, India’s first port-based Special Economic Zone (SEZ), and the Thiruvananthapuram deep-water transshipment port.
APSEZ has provided its volume guidance for FY25, projecting a year-on-year growth of 10 percent to 14 percent, with the lower and upper ends of the guidance reflecting this expected range.
APSEZ’s planned capital expenditure (capex) will drive key strategic initiatives, including significant growth in cargo volumes, with a target of handling 460 to 480 million metric tonnes (MMT) in FY25 and reaching 500 MMT by 2025, supported by acquisitions such as Gopalpur Port and the upcoming Vizhinjam Port.
The company anticipates revenues between Rs.29,000 and Rs.31,000 crore for FY25, with EBITDA projected at Rs.17,000 to Rs.18,000 crore, driven by a robust logistics sector and a shift towards rail transport. Additionally, the capex will focus on expanding multimodal infrastructure, including improvements in warehousing and rail connectivity.
With a market capitalization of Rs.2.94 lakh crore, APSEZ’s share price on Monday is currently at Rs.1,351.20 per share, 1 percent lower than its previous close.
Cipla Ltd
Cipla, a leading Indian multinational pharmaceutical company based in Mumbai, was founded in 1935 and renamed in 1984. Known for its dedication to accessible healthcare, Cipla develops affordable medications across key therapeutic areas, including respiratory, cardiovascular, diabetes, and infectious diseases.
Cipla has outlined strategic plans for FY25 and beyond, with a capital expenditure of Rs.1,500 crore focused on expanding manufacturing capacity and advancing sustainability efforts.
The company is gearing up for key product launches, including gAbraxane, gAdvair, and four peptide assets, and aims for an EBITDA margin between 24.5 percent and 25.5 percent, reflecting confidence in operational improvements.
In India, Cipla projects a growth rate of approximately 10 percent, driven by branded generics and consumer health products, and aims to maintain its leadership in the South African prescription market.
Additionally, Cipla plans to invest 6 percent to 7 percent of revenue in R&D to drive innovation and develop unique products, supporting long-term growth in the pharmaceutical sector.
With a market capitalization of Rs.1.28 lakh crore, the share price of Cipla Ltd is currently trading at Rs.1,579.90 per share on Monday, 1 percent lower than its previous close.
Written by – Siddesh S Raskar
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