Tata Elxsi – Q4 Earnings Highlights
- Net Profit: ₹172.4 Cr 📉 (▼13.4% vs ₹199 Cr QoQ)
- Revenue: ₹908.3 Cr 📉 (▼3.3% vs ₹939.2 Cr QoQ)
- EBIT: ₹182.9 Cr 📉 (▼17.1% vs ₹220.7 Cr QoQ)
- EBIT Margin: 20.1% 📉 (vs 23.5% QoQ)
- Dividend: ₹75/share for FY25
Overall Verdict: Weak quarter with declining profitability and margins, but strong dividend payout supports long-term shareholder value.
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Infosys Q4FY25 Earnings
- Revenue: ₹40,925 crore 📉 (▼2% QoQ, 3% below estimate of ₹42,133 crore)
- EBIT: ₹8,575 crore 📉 (▼4% QoQ, 2% below estimate of ₹8,742 crore)
- EBIT Margin: 21% 📈 (▲30 bps vs estimate of 20.7%, but ▼30 bps QoQ)
- Dollar Revenue: $4,730 million 📉 (▼4.2% QoQ, 3% below estimate)
- Net Profit: ₹7,033 crore 📈 (▲3.3% QoQ, but 3.4% below estimate of ₹7,278 crore)
Overall Verdict: Mixed – Revenue and EBIT declined sequentially and missed estimates, but margin beat expectations and net profit rose QoQ.
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HDFC Life – Q4 FY25 Earnings Highlights
APE: ₹5,186 crore 📈 (▲ 10% YoY from ₹4,727 crore)
(▼ 3% vs estimate of ₹5,343 crore)VNB: ₹1,376 crore 📈 (▲ 11% YoY from ₹1,234 crore)
(▼ 1.6% vs estimate of ₹1,399 crore)VNB Margin: 26.5% 📈 (▲ 40 bps YoY from 26.1%)
(▲ 30 bps vs estimate of 26.2%)
Overall Verdict: Solid YoY growth in APE and VNB, with a better-than-expected margin — despite a slight miss on topline estimates.
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HDFC AMC – Earnings Highlights
Net Profit: ₹638.5 cr 📈 (▲18% from ₹541 cr)
(▲3% vs estimate of ₹620 cr)Revenue: ₹901 cr 📈 (▲30% from ₹695 cr)
(▲4% vs estimate of ₹865 cr)
Overall Verdict: Strong performance with a solid 30% revenue growth and 18% profit increase. Both metrics outpaced estimates, reflecting robust operational performance and a positive market environment.
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Jio Financial Services Ltd – Q4 FY25 Earnings Highlights
Total Revenue from Operations: ₹493.24 cr 📈 (▲17.97% YoY from ₹418.10 cr)
(▲12.5% QoQ from ₹438.18 cr)PAT: ₹316.11 cr 📈 (▲1.76% YoY from ₹310.63 cr)
(▲7.2% QoQ from ₹294.93 cr)Other Income: ₹25.12 cr 📈 (▲31,250% YoY from ₹0.08 cr)
(▲131.6% QoQ from ₹10.84 cr)
Overall Verdict: Solid revenue growth with a moderate PAT increase. Strong boost in other income, reflecting a significant improvement in financial performance.
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Q4 Earnings Summary
Winners:
HDFC AMC, HDFC Life, Jio Financial Services – Strong growth and solid performance.
Mixed:
Infosys, Tata Elxsi – Weak revenue, but better margins and dividends.
