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NIIT Learning Q4 Results

Shree Cement Q4 Results

Keystone Realtors Q4 Results     

V-Guard Q4 Results     

Berger Paints Q4 Results

Edelweiss Financial Services Q4 Results     

Hikal Q4 Results     

Ajmera Realty Q4 Results

Graphite India Q4  Results     

–Net Profit Up 18%%At ₹54.2 Cr Vs ₹45.9 Cr (YoY)

–Revenue Up 32% At ₹380.6 Cr Vs ₹288.2 Cr (YoY)

–EBITDA Up 18.4% At ₹79 Cr Vs ₹66.7 Cr (YoY)

–Margin At 20.8% Vs 23.1% (YoY)

– Net Profit Up 24.9% at ₹92.4 Cr Vs ₹74 Cr (YoY)

– Revenue Up 6.8% at ₹1,180 Cr Vs ₹1,105 Cr (YoY)

– EBITDA Up 9.2% at ₹197 Cr Vs ₹180.4 Cr (YoY)

– Margin at 16.69% Vs 16.33% (YoY)

Shares of RITES Ltd., the state-run railway company, was trading with gains of 4% on Wednesday (May 14), following its March quarter results, which were higher on a year-on-year basis on most parameters. Read here

– Net Profit Up 5.9% at ₹250 Cr Vs ₹236 Cr (YoY)

– Revenue Up 16.9% at ₹5,209.8 Cr Vs ₹4,455 Cr (YoY)

– EBITDA Up 7.4% at ₹458 Cr Vs ₹426.6 Cr (YoY)

– Margin at 8.79% Vs 9.57% (YoY)

– Net Profit Up 3.4% At ₹141.3 Cr Vs ₹136.7 Cr (YoY)

– Revenue Down 4.3% At ₹615.4 Cr Vs ₹643 Cr (YoY)

– EBITDA Up 5.4% At ₹185.5 Cr Vs ₹176 Cr (YoY)

– Margin At 30% Vs 24.36% (YoY)

– Renewable energy portfolio boosted by higher capacity and strong TP Solar execution

– Mundra losses limited due to cost-plus tariff model

– Tata projects’ EPC and module sales performance remain key monitorable

State-run defence equipment manufacturer Hindustan Aeronautics Ltd. reported its March quarter results, on Wednesday, May 14. The stock has given up most of its gains after the results announcement. Read here

– Net Profit Down 7.8% at ₹3,958 Cr Vs ₹4,292 Cr (YoY)

– Revenue Down 7.2% at ₹13,700 Cr Vs ₹14,769 Cr (YoY)

– EBITDA Down 10.2% at ₹5,292 Cr Vs ₹5,895 Cr (YoY)

– Margin at 38.6 % Vs 40% (YoY)

– EBITDA at ₹5,292 Cr Vs Estimates Of ₹3,591 Cr

– Margin 38.6% Vs Estimates Of 27.4%

– Cement pricing trend

– Capacity commercialisation

– Cost moderation

– Income tax survey outcome

CNBC-TV18 poll estimates

– Net Profit At ₹1,082.9 Cr Vs ₹895 Cr (YoY)

– Revenue At ₹17,925 Cr Vs ₹15,847 Cr (YoY)

– EBITDA At ₹3,234 Cr Vs ₹2,741 Cr (YoY)

– Margin At 18% Vs 17.3% (YoY)

CNBC-TV18 poll estimates

– Net Profit At ₹524 Cr Vs ₹662 Cr (YoY)

– Revenue At ₹4,999 Cr Vs ₹5,101 Cr (YoY)

– EBITDA At ₹1,298 Cr Vs ₹1,327 Cr (YoY)

– Margin At 25.97% Vs 26.01% (YoY)

– Sales volumes expected at 5% at 10 mt.

Shares of KPI Green Energy Ltd. gained as much as 7% on Wednesday, May 14, in response to its quarterly results, where its topline and bottomline nearly doubled from the same quarter last year. Read here

Shares of REC Limited declined over 3% on Wednesday, May14, after the company slashed its Assets Under Management (AUM) growth guidance to 11-13% from 15-17%.

ON Q4 PERFORMANCE

Have Gained 600 bps Market Share In Entry-level Segment In Q4

Revenue/Unit Is Up 4% YoY Led By 2-wheelers & Parts Business

Realisation Increase Is Mainly On The Back Of Improved Mix

2-wheeler Contributed 2/3rd Of Improvement In Realisation QoQ

Did Not See Any Impact On Retail Financing Biz

Retail Financing Penetration In Q4FY25 At 55%, Same Level as In Q4FY24

NEAR-TERM OUTLOOK

Strong Wedding Season In May, June Will Boost 2-wheeler Sales

Confident Of Outperforming The Industry Growth Led By New Launches

Expect Industry To Grow In The Range Of 6-7% In FY26

Income Tax Relief & More Marriage Dates In 2025 Will Aid Growth

Will Continue To Hold Margin In The Range Of 14-16%

EV BIZ OUTLOOK

Priority For EV Biz Is To Grow Volumes

At The Level Of 25,000-30,000 Volumes, EV Will Breakeven

See EV Business Breaking Even Likely In 2 Years

Filed PLI Application For Vida Pro, Should Get Approval By July

Strong Wedding Season In May, June Will Boost 2-wheeler Sales

Confident Of Outperforming The Industry Growth Led By New Launches

Expect Industry To Grow In The Range Of 6-7% In FY26

Income Tax Relief & More Marriage Dates In 2025 Will Aid Growth

– Net Profit At ₹104.2 Cr Vs ₹43 Cr (YoY)

– Revenue Up 97% At ₹569.4 Cr Vs ₹289.4 Cr (YoY)

– EBITDA Up 77% At ₹161 Cr Vs ₹91 Cr (YoY)

– Margin At 28.3% Vs 31.5% (YoY)

Shares of Bharti Airtel Ltd. rose 2% on Wednesday (May 14) following the telco’s March quarter earnings. Analysts who have coverage on project 5% upside on the stock.

Out of the 34 analysts who have coverage on Bharti Airtel, 29 of them have a ‘Buy’ rating on the stock, three say ‘Hold’, while two have a ‘Sell’ recommendation.

Ais Capital has the highest price target on Bharti Airtel at ₹2,232, while Emkay has the lowest target for Bharti Airtel on the street at ₹1,400.

Nuvama has upgraded Tata Steel to “buy” from its earlier rating of “hold.” It has also raised its price target higher on the Tata Group enterprise to ₹177 from ₹164 earlier. It said Tata Steel’s Q4 adjusted (standalone) EBITDA of ₹7,110 crore was in-line with their estimates. Read here

Shares of telecom service provider Bharti Airtel Ltd. are trading with gains of 2% on Wednesday, May 14, after the company announced its March-quarter (Q4FY25) earnings. The stock declined in four out of the last five trading sessions. Read here

What’s worked

SUV portfolio outperformed the industry

CNG segment growing at a rate of 30%, fastest growing player in mkt

What’s not worked

Losses in hatch portfolio because aging happened in the portfolio

Competitive intensity rises in EV

Will launches EV in `20 lakh segment

CNG portfolio increased to 25% from 7-8% two years ago

Outlook

Auto bodies expect FY26 to be moderate, similar to what FY 25 was

FY26 is the strongest product cycle

In SUV, will launch newer version of Harrier and Safari

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