Published on 13/05/2025 05:47 PM
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Siemens Q2 Results
GAIL Q4 Results
Quarter-on-Quarter
Leading two-wheeler manufacturer Hero MotoCorp on Tuesday, May 13, reported its March quarter earnings slightly better than estimates. Price hike boosted margin and realisation.
Net profit for the quarter rose 6.4% from the year-ago period to ₹1,081 crore. A CNBC-TV18 poll had pegged the figure at ₹1,089 crore.
here
Earnings slightly better than estimates
Price hike boosts margin & realization
Q4FY25 (YoY)
Net Profit At `1,081 Cr Vs CNBC-TV18 Poll Of `1,089 Cr
Revenue At `9,939 Cr Vs CNBC-TV18 Poll Of `9,705 Cr
EBITDA At `1,417 Cr Vs CNBC-TV18 Poll Of `1,362 Cr
Margin At 14.26% Vs CNBC-TV18 Poll Of 14%
Net Profit up 6.4% At `1,081 Cr Vs `1,016 Cr (YoY)
Revenue up 4.4% At `9,939 Cr Vs `9,519 Cr (YoY)
EBITDA up 4.4% At `1,417.7 Cr Vs `1,359 Cr (YoY)
Margin At 14.3% Vs 14.30% (YoY)
Remain Cautiously Optimistic About The Near-To-Mid Term Outlook
Volumes down 1% YoY & down 6% QoQ
Volumes at 13.80 lk units Vs 13.92 lk units (YoY ) & Vs 14.63 lk units (QoQ)
Realisation up 5% YoY Vs estimate of 3% increase
Realisation up 3% QoQ Vs expectation of flat
WATCH OUT FOR
Inventory & discounting trend
Demand outlook and timeline of new launches
#4QWithCNBCTV18 | Gail reports its Q4 earnings
Net Profit at ₹2,049 Cr Vs CNBC-TV18 Poll of ₹2,153 Cr pic.twitter.com/xAjiX1xKtK
— CNBC-TV18 (@CNBCTV18Live) May 13, 2025
Net Profit at ₹74 Cr Vs ₹29 Cr (YoY)
Revenue Down 2.2% at ₹1,051 Cr Vs ₹1,074.4 Cr (YoY)
EBITDA Up 59.60% at ₹146.40 Cr Vs ₹91.72 Cr (YoY)
Margin at 13.93% Vs 8.54% (YoY)#4QWithCNBCTV18 | Hero MotoCorp reports its Q4 earnings
Net Profit at ₹1,081 Cr Vs CNBC-TV18 Poll of ₹1,089 Cr pic.twitter.com/adhuM3k6Rc
— CNBC-TV18 (@CNBCTV18Live) May 13, 2025
–Net Profit Up 70% At ₹33.3 Cr Vs ₹19.6 Cr (YoY)
–Revenue Up 7% At ₹131.4 Cr Vs ₹122.8 Cr (YoY)
–EBITDA Up 65% At ₹44.4 Cr Vs ₹26.9 Cr (YoY)
–Margin At 33.79% Vs 21.91% (YoY)
– Net Profit Down 73% At ₹38 Cr Vs ₹140 Cr (YoY)
– Revenue Up 20% At ₹1,611.8 Cr Vs ₹1,343 Cr (YoY)
– EBITDA Down 8% At ₹218.3 Cr Vs ₹237.30 Cr (YoY)
– Margin At 13.5% Vs 17.7% (YoY)
– Cipla’s net profit at ₹1,214 crore, compared to a CNBC-TV18 poll of ₹1,052 crore
– Revenue up 9.2% from last year at ₹6,729 crore, in-line with estimates of ₹6,700 crore
– EBITDA up 16.8% to ₹1,537 crore but below expectations of ₹1,582 crore
– EBITDA margin at 22.84%, below the 24% expectation but higher by 184 bps from last year
– Cipla will also pay ₹16 per share as dividend
– Cipla reported a 16% jump in its other income, which contributed to its profitability, along with a lower tax outgo
– Net Profit Up 18% at ₹13.1 Cr Vs ₹11.1 Cr (YoY)
– Revenue Up 16% at ₹86 Cr Vs ₹74.3 Cr (YoY)
– EBITDA Loss at ₹1.5 Cr Vs EBITDA Of ₹0.5 Cr (YoY)
– To issue warrants to Promoters & Non-promoters at ₹134/Warrant
– To Issue warrants to Non-promoters incl Quant MF, Tejas Trivedi, Abakkus & Prashant Jain
Shares of agrochemicals major UPL Ltd declined over 5% on Tuesday, May 13, as brokerages remained divided on the stock. Read here
Outlook for Q1FY26
– Prices have moved up across geographics
– Europe EBITDA will move into the green
FY26
– Capex at ₹15k cr, Net Debt will be lower vs FY25
– UK turns EBITDA positive
– Net Profit Down 6.71% At ₹26.40 Cr Vs ₹28.30 Cr (YoY)
– Revenue Up 5.80% At ₹167 Cr Vs ₹158 Cr (YoY)
– EBITDA Down 18% At ₹45.50 Cr Vs ₹55.50 Cr (YoY)
– Margin At 27.23% Vs 35.13% (YoY)
– From Q1FY26, Europe will be EBITDA positive
– UK is heading towards breakeven on EBITDA in a couple of quarters
For its subsidiary Jaguar Land Rover (JLR), its net profit may increase by 19% from last year, while revenue may only see a modest 2% growth from last year. Its EBITDA may decline by 5%, while EBITDA margin may narrow by 90 basis points from last year, as per the CNBC-TV18 poll.
– Domestic sales expected to see a 9-11% growth
– Growth in domestic business to be led by base business and Sanofi’s CNS portfolio
– US sales estimate to be around $218 million – could decline around 3-4% QoQ
– US likely to declined due to lower sales of Lanreotide impacted by supply challenges
– Revlimid generic sales likely to be flattish – Estimate around $54 million vs $55 million QoQ
– One Africa estimated to grow over 15% YoY, and 8 to 9% growth in Europe + RoW
– EBITDA Margins estimate at around 23-24%
– APE seen up 6% at ₹3,038 cr vs ₹2,870 cr (YoY)
– Value of New Business (VNB) may fall 4% to ₹792 cr vs ₹820 cr
– VNB margin seen at 26.1% vs 28.6% (YoY)NewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.