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Home First Finance Company (HFFC) reported strong 2Q FY25 results with continued momentum in disbursals (Rs 1,177 crore, +22.7% y-o-y, +1.2% q-o-q).
AUM exhibited robust growth to reach Rs 11,229 crore (+34.2% y-o-y, +7.2% q-o-q).

Driven by robust, 32% y/y, NII growth, Cholamandalam Investment &Finance’s Q2 net profit rose 25% y/y to Rs9.6bn.

Syrma SGS Technology (SYRMA) reported a strong operating performance in 2QFY25, with EBITDA margins expanding 160bp YoY due to operating leverage and a favorable business mix.

JSW Infrastructure (JSWINFRA) posted 18% YoY revenue growth to INR10b (in line) in 2QFY25.

Castrol’s (CSTRL) revenue grew 9% YoY to INR13b in 3QCY24, driven by 8% YoY volume growth. EBITDA margin stood at 22.2%.

Ambuja Cements (ACEM)’s 2QFY25 earnings beat estimates, led by highervolumes (4% above estimates) and higher incentive incomes.

Ajanta Pharma (AJP) delivered in-line performance in 2QFY25. Asia/Africa (47% of sales) grew strongly at 32% YoY in 2QFY25 due to superior execution and partly on the low base of the past year.

The consolidated revenues stood at INR 337,037 Mn, an increase of 29.5% YoY (+7.1% QoQ) for Q2FY25. Revenues exceeded our estimates, led by higher growth in lending income.

DLF reported weak pre-sales bookings of INR7b in 2QFY25 due to the lack of launches amid approval delays. The company sustains momentum in its ultra-luxury project, The Camellias, in DLF 5, with bookings of INR1.8b.