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During Q4FY25, Dr. Reddy’s revenue stood at INR 85,284 Mn, up 19.9% YoY (+1.8% QoQ), above our estimates by 3.6%, driven by growth across key markets. EBITDA stood at INR 20,747 Mn, up by 14.4% YoY (-8.7% QoQ), below our estimates by 7.0%, led by contraction in gross margins.
HCL Technologies delivered a strong performance in Q4FY25, driven by robust execution in IT services, healthy cash flows, and sustained momentum across key segments. The management remains cautiously optimistic about growth in FY26, acknowledging macroeconomic uncertainties while continuing to win large deals and forge strategic partnerships. The company has built a strong pipeline, particularly in AI, engineering, and digital services, backed by disciplined capital allocation and differentiated capabilities. Given its consistent execution, strategic focus, and strong...
During Q4FY25, Asian Paint’s revenue came in at INR 83,589 Mn., down 4.3% YoY (-2.2% QoQ), below our estimates by 3.3%, led by muted demand coupled with downtrading. EBITDA stood at INR 14,362 Mn, down 15.1% YoY (-12.3% QoQ), below our estimates by 19.8%, mainly driven by higher-than-expected other expenses and weaker revenue traction.
Dr. Reddy's (DRRD) Q4FY25 EBITDA was below our estimate. The base business margins and US sales ex of gRevlimid continued to remain weak. We have scale up base business margins from current level of 16% to +20% in FY27E. Our FY27E EPS stands cut by 4-5%. DRRD have been investing cash flow from gRevlimid to build pipeline across peptides, biosimilars and GLP products; benefits of that may take some time. Further thin US pipeline in near term and...
Trent’s Q4FY25 performance beat expectations led by higher EBITDA margin than expected, while SSSG moderated to mid-single digits versus high-single digits in Q3FY25.
Axis Bank reported a steady Q4FY25, with financial growth driven by robust retail and digital performance, improved asset quality, and disciplined cost management. The bank's investments in technology and branch expansion are expected to drive customer growth and enhance overall performance. Axis Bank's asset quality remains a key strength, with one of the lowest NPA ratios among large private banks, supported by strong provision coverage and declining slippage rates. Additionally, Axis Bank is expected to sustain healthy credit growth, supported by a...
JFSL demonstrated healthy financial performance in Q4FY25 driven by the launch of innovative products, rising interest income and strategic expansion initiatives. These resulted in its customer base tripling to 2.31 million YoY. JFSL's comprehensive portfolio, including corporate and retail products, caters to diverse customer needs. Its expanding distribution network, including a 6x growth in...
Management guided for a ~10% order intake growth and ~15% revenue growth with P&M margin of ~8.5% in FY26. Larsen & Toubro (L&T) reported consol. revenue growth of 10.9% YoY, while EBITDA margin improved 24bps YoY to 11.0%. L&T continues to exhibit strong growth prospects across key segments such as Hydrocarbon, Heavy Civil, Transmission & Distribution, and Renewable Energy, both in domestic and international markets. Notably, its recent ultra-mega order from Qatar Energy underscores its growing presence in the Middle East. Furthermore, L&T's...
TTAN reported a robust 4Q led by 1) value growth leg by 30-40% higher gold prices 2) 330bps margin gain in watches and 3) 20bps higher margins in jewellery enabled by operating leverage and hedging gains. 1H26 outlook remains positive given low vase due to elections and no marriage days. Higher gold prices are impacting demand however consumers are shifting to lighter jewellery and value growth remains strong. Gold on lease charges are...
