

Senior Director, Windmill Capital | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products.
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Auto ancillary firms closed FY25 in flux - rising EV bets at home, global weakness abroad, and margins all over the map.

Specialty chemical players saw a mixed Q4FY25 - margin strain, capex bets, and a pivot to high-value chemistries.

India’s FMCG sector ended FY25 with steady volumes, but margin stress and rural-urban divergence drove strategic resets.

Marico: A leading FMCG play riding India’s health, beauty & wellness wave with strong brands like Parachute & Saffola.

Indian automakers posted stable Q4FY25 results, but strategic bets on EVs, exports, and alliances stood out.

Indian microfinance faces sharp regulatory and credit shifts—lenders pivot to quality over growth in Q4FY25.