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Q4 Results Live Updates: BHEL shares gain ahead of earnings; NCC slips, Kaynes Tech rises 6%

Published on 16/05/2025 12:05 PM

Speaking to CNBC-TV18, Sharad Mahendra of JSW Energy said the company ended FY25 at 10.9 GW, aided by organic and inorganic growth. “Will reach 30 GW of operational capacity by 2030 under strategy 3.0.”

Green Hydrogen work is at the final stage of completion, will be operational by June or July 2025, he added.

– FY26 revenue growth seen at 10% vs estimate of 12% growth

– FY26 margin seen at 9-9.25% vs estimates of 9.7%

Kulin Lalbhai of Arvind Ltd. expects to double exports to the UK in a short period of time, UK FTA is a big positive for the sector as a whole. Exposure to UK is only at 5%, would like expand this after the FTA with UK.

He also said that consumer sentiment was not strong in FY25 and he expects an improvement in domestic market.

Positive commentary from concall following Q4 earnings. It has announced new rail contract of ₹8,000 crore and expects two businesses ( truck & 3-wheeler) to turn EBITDA positive this year.

Shares of Cochin Shipyard Ltd., the state-run defence company, which have surged for six straight sessions, are likely to fall nearly 60% from current levels, brokerage firm Kotak Institutional Equities wrote in a note. Kotak has raised its price target higher from Cochin Shipyard to ₹850 from ₹830. The revised price target implies a potential downside of nearly 60% from current levels.

Shares of Kaynes Technology India Ltd. are trading with gains of as much as 6% on Thursday, May 16, following the company strong March quarter earnings.

Cochin Shipyard’s fourth quarter results were in-line with expectations as their margin performance was weaker than what was anticipated. This was due to higher provisions, which was offset by higher other income, Kotak wrote in its note.

Shares of Neuland Laboratories Ltd. are down 11% in Friday’s trading session after the company reported weak performance for the March quarter, with both topline and bottomline missing estimates. However, the company gave a positive guidance, stating that growth is expected to resume in FY26. Read here

Out of the 20 analysts who have coverage on PB Fintech, nine of them have a ‘Buy’ rating, three say ‘Hold’, while eight others have a ‘Sell’ recommendation. PB Fintech shares settled 0.90% higher on Thursday at ₹1,770.10 on BSE.

Shares of PB Fintech Ltd., the parent company of Policybazaar and Paisabazaar, will be in focus on Friday, May 16, following the company’s March quarter earnings, which showed year-on-year improvement across most parameters. Read here

Shares of JSW Energy Ltd. will be in focus on Friday’s trading session following the company’s March quarter results, where margin stood at 37.9% as against 42.6% YoY. Revenue and EBTIDA came below estimates.

Balmer Lawrie & Co. Ltd., a miniratna Public Sector Undertaking (PSU), which is owned by over 1 lakh small shareholders, announced its quarterly results after market hours on Thursday, May 16. However, the company’s board neither recommended the issue of bonus shares, nor did it announce a stock split or a share buyback. Read here

Good Morning!

Hello and Welcome to the Live coverage of the important Q4 results today.

As many as five important names will be reporting their results through the course of the day.

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