Weekly Market Wrap: 10 stocks that soared and 10 that sank this week

In a week where global trade tensions resurfaced and the US economy showed resilience amid uncertainty, Indian markets showed a delicate balance between cautious optimism and profit booking. We decode the stories behind 10 stocks that gained over 20% and 10 that lost over 10%, revealing the deeper narratives of valuation, execution, and investor sentiment driving wealth creation and destruction.

How Trade Tensions and Economic Signals Shaped Indian Markets This Week

This week, global trade tensions resurfaced and the US economy showed resilience amid uncertainty, leading Indian markets to balance cautious optimism with profit booking. The BSE Sensex dropped nearly 1.2%, losing about 980 points to close at 81,451. Renewed trade tensions from a US court reinstating tariffs and mixed domestic flows caused volatility, with strength in defence and infrastructure offset by weakness in IT and pharma. The market showed a tussle between profit-taking near highs and selective buying in favoured sectors.

From Renewable Energy to Defence – Stocks That Surged Over 20% on Strong Catalysts

1. Ravindra Energy: Growing Capacity in Solar

Ravindra Energy reported a strong performance in Q4 FY25, backed by a significant jump in revenue to ₹159 crore from ₹30 crore in Q4 FY24. With almost 80% of revenue from the solar segment, the company is growing capacity by developing large-scale solar projects.

2. Apollo Micro Systems: Defence Programs and Robust Order Book

Apollo Micro Systems achieved a revenue growth of 19%, reaching ₹ 1,617.7 Mn in Q4 FY25. The 35.6% stock price jump reflects bullishness on the strength of the company’s robust order book, the successful execution of its strategic defence programmes, and the seamless transition of several high-value products into the production phase.

3. MMTC: Commodity Rally Lifts Stock

The government-owned metals trader capitalised on rising commodity prices and disinvestment optimism and posted 29% revenue growth to ₹262.78 crores for the full year FY25. Despite a muted Q4 FY25, the stock rallied. The company clarified to BSE that there is no significant event that needs to be reported to the stock exchanges.

4. Federal-Mogul Goetze: Auto Demand Supports Margins

This auto components firm benefitted from robust demand and posted net profit growth of 41% to Rs 61.43 crore in Q4 FY25. Sales rose 7% to Rs 458.75 crore in the quarter ended March 2025 as against Rs 427.81 crore during Q4 FY24.

5. Unimech Aerospace: Adding Capacity And Exploring New Avenues

Strong 16% growth in both revenue and EBITDA for the full year FY25 due to increasing SKU qualifications and capacity addition, aided investor sentiment. The company is preparing for the next leg of growth, planning to increase its revenue through entering new segments and identifying new acquisition targets.

6. TIL Ltd: Turnaround Sparks Enthusiasm

Post-acquisition by Gainwell Group, TIL posted its highest revenue and EBITDA in five years (~₹343 crore) and turned profitable with positive EPS. With a complete change of management and Gainwell Group promoter Sunil Kumar Chaturvedi as CMD, the turnaround story resonated with investors.

7. ITI Ltd: Loss Reduction Fuels Revival

Despite a ₹215 crore loss in the full year FY25, ITI’s substantial loss reduction in Q4 FY25 to ₹5 crore from ₹239 crore, along with government backing, drove a 24% rally amid hopes of a revival.

8. Force Motors: Profit Jump Boosts Recovery

Force Motors significantly grew its revenues and more than doubled its net profit in both Q4 FY25 and the full year FY25, aided by increased government spending and buoyant passenger carrier demand, which includes a majority of Force Motors' fleet.

9. IFCI Ltd.: Recapitalisation Drives the Rally

IFCI’s gross NPAs declined in Q4 March 2025 due to no new loans and a shrinking loan book. Most NPAs are under NCLT or restructuring. Required loan haircuts and provisioning will impact capital and profits. CARE Ratings says reducing NPAs is key to improving IFCI’s credit profile.

10. India Pesticides: Growth Strengthens Confidence

India Pesticides Limited posted strong Q4 and FY25 results, with revenue up 62.1% and 21.3% YoY, and PAT rising sharply by 1953.8% in Q4 and 36.6% for the year. Growth was driven by higher volumes, product mix, expanded manufacturing capacity, and focused R&D.

Stocks Falling Over 10% Highlight Investor Skepticism, Margin Pressures, and Execution Risks

1. Orchid Pharma: Subdued Q4 performance

Orchid Pharma reported a 9% increase in sales for Q4 FY25 at ₹237 crore, leading to a 13% rise in full-year sales to ₹922 crore. Despite a 2% decline in Q4 FY25 EBITDA to ₹40 crore, the full-year EBITDA improved by 11% to ₹156 crore, maintaining a steady margin of 17% to sales. Profit after tax (PAT) for Q4 FY25 was ₹28 crore.

2. Entero Healthcare: Margin Concerns and Profit Booking

Entero Healthcare reported strong FY25 results with 30% revenue growth to ₹5,096 crore and PAT rising 170% to ₹107 crore. The company completed 10 acquisitions, adding ₹792 crore in revenue, and plans six more to expand its portfolio and reach. Margin expansion and efficient capital management supported profitable growth.

3. Dr. Agarwal’s Health Care: Valuation Concerns Loom

The eye care chain saw profit-taking after posting strong Q4 FY25 growth with revenue up 31.9% to ₹460 crore and EBITDA rising 13.9% to ₹145 crore. The company has expanded its facility count from 106 to 236 since FY22, with 10.1% of revenue from outside India.

4. Welspun Living: Debt and Margin Pressures

Welspun Living crossed ₹10,000 crore in FY25 revenue, growing 8.9% YoY engagement. Export growth and emerging businesses contributed over 30% of revenues, while domestic retail expanded through the ‘Welspun’ brand and ‘SPACES’. Margin pressures and a ₹16,025 crore debt burden weighed on the stock, resulting in a sharp fall.

5. RateGain Travel: Cautious Outlook Weighs

Rategain delivered steady growth in FY25 with a 13% increase in operating revenue, a 22% rise in EBITDA, and a 44% surge in PAT, driven by strong margin expansion to 23.2%. However, despite these positive fundamentals, investors remain concerned about evolving macroeconomic challenges, near-term demand uncertainties, and margin sustainability.

6. Gujarat Fluorochemicals: Profit Booking Follows Growth

Gujarat Fluoro’s Q4 FY25 earnings missed estimates, witnessing production losses and slower-than-expected growth in key segments. Brokerages have lowered earnings forecasts and expressed caution over growth uncertainty, especially in the battery chemicals business, limiting upside potential. In Q4 FY25, Gujarat Fluoro Chemicals posted Rs. 1,225 Cr revenue, Rs. 305 Cr EBITDA (25% margin), and Rs. 191 Cr PAT. Net debt fell to Rs. 1,451 Cr, and EV business projects advanced as planned.

7. Insolation Energy: Execution Risks

Insolation Energy’s Q4 FY25 sales were ₹1,334 crores with EBITDA of ₹170 crores. Plans for major module and cell capacity expansions pose execution and capital risks, causing investor caution despite solar sector momentum.

8. Indo Count Industries: Margins and Demand Worries

Indo Count's FY25 was marked by strategic transformation and growth, including expansion into the US market, establishing manufacturing in the US, and acquiring the legacy brand Wamsutta. The stock fell due to a sharp Q4 FY25 profit decline driven by U.S. tariff uncertainties, cautious retailer inventory, and lower-priced product sales, which compressed margins alongside higher fixed costs and brand expenses.

9. Technvision Ventures: Volatility Hits Profits

TechNVision Ventures’ stock fell due to a net loss of ₹0.83 crore in March 2025, down from an ₹8.87 crore profit the previous year, with sales dropping nearly 24%.

10. Stylam Industries: Cost Inflation

Stylam Industries' stock tanked due to a decline in profit margins despite a revenue increase, with EBITDA margin dropping to 16.19% in Q4 FY25 from 19.4% in Q4 FY24 and PAT margin falling to 10.96% from 15.65%, reflecting rising costs and shrinking profitability amid steady sheet sales growth.

Conclusion: The Market’s Whispered Message

While headline indices corrected modestly amid global trade tensions and cautious sentiment, individual stock moves tell nuanced stories of optimism, skepticism, and revaluation. The interplay of geopolitical risks, macroeconomic data, and corporate results shapes pockets of opportunity within the volatility.