Q4 Results Impact: Dmart, Kotak Mahindra Bank, SBI, CDSL Decline; Marico Rises Nearly 5%

State Bank of India Q4FY25 Highlights (Standalone, YoY)

• Share price falls 2.25% at Rs 782.

• Net Profit down 10% to Rs 18,643 crore versus Rs 20,698 crore (Bloomberg estimate: Rs 17,800 crore)

• Net Interest Income up 2.7% to Rs 42,775 crore versus Rs 41,655 crore (Bloomberg estimate: Rs 43,405 crore)

• Operating profit up 8.8% to Rs 31,286 crore versus Rs 28,748 crore

• Net NPA at 0.47% versus 0.53% (QoQ)

• Gross NPA at 1.82% versus 2.07% (QoQ)

• Provisions at Rs 6,442 crore versus Rs 1,608 crore (YoY) and Rs 911 crore (QoQ)

• Approves raising up to Rs 25,000 crore via QIP in one or more tranches during FY26.

• Board declared a dividend of Rs 15.9 per share.

Indian Bank Q4FY25 Highlights (Standalone, YoY)

• Share price rises 3.74% at Rs 579.

• Net Interest Income up 6.2% to Rs 6,389 crore versus Rs 6,015 crore

• Net Profit up 31.6% to Rs 2,956 crore versus Rs 2,247 crore

• Net NPA at 0.19% versus 0.21% (QoQ)

• Gross NPA at 3.09% versus 3.26% (QoQ)

Vardhman Textiles Q4 FY25 Highlights (Consolidated, YoY)

• Share price falls 1.48% at Rs 458.

• Revenue up 2% to Rs 2,509 crore versus Rs 2,459 crore

• Ebitda down 6.9% to Rs 287 crore versus Rs 308 crore

• Margin at 11.4% versus 12.5%

• Net Profit up 18.3% to Rs 237 crore versus Rs 201 crore

Avenue Supermarts Q4FY25 Highlights (Consolidated, YoY)

• Share price falls 3.55% at Rs 3,915.

• Revenue up 16.9% to Rs 14,872 crore versus Rs 12,727 crore (Bloomberg estimate: Rs 14,642 crore)

• Ebitda up 1.2% to Rs 955 crore versus Rs 944 crore

• Margin at 6.4% versus 7.4%

• Net Profit down 2.2% to Rs 551 crore versus Rs 563 crore (Bloomberg estimate: Rs 630 crore)

Netweb Technologies Q4FY25 Highlights (Consolidated, QoQ)

• Share price rises 6.60% at Rs 1,515.60.

• Revenue up 24.2% to Rs 415 crore versus Rs 334 crore (Bloomberg estimate: Rs 2,656 crore).

• EBIT up 38.6% to Rs 56.6 crore versus Rs 40.8 crore (Bloomberg estimate: Rs 144.7 crore).

• Margin at 13.6% versus 12.2% (Bloomberg estimate: 32.8%).

• Net Profit up 42% to Rs 42.9 crore versus Rs 30.3 crore (Bloomberg estimate: Rs 131 crore).

CDSL Q4FY25 Highlights (Consolidated, YoY)

• Share price falls 4.68% at Rs 1,266.10.

• Total Income down 4.3% to Rs 256 crore versus Rs 267 crore

• Net profit down 22.4% to Rs 100 crore versus Rs 129 crore

• Board recommends final dividend of Rs 12.5 per share

Kotak Mahindra Bank Q4FY25 Highlights (Standalone, YoY)

• Share price falls 4.19% at Rs 2,093.60.

• Net Interest Income up 5.4% to Rs 7,284 crore versus Rs 6,909 crore (Bloomberg estimate: Rs 7,347 crore)

• Net NPA at 0.31% versus 0.41% (QoQ)  

• Gross NPA at 1.42% versus 1.50% (QoQ)  

• Net Profit down 14% to Rs 3,552 crore versus Rs 4,133 crore (Estimate: Rs 3,606 crore)

• Provisions up 14.5% to Rs 909 crore versus Rs 794 crore (QoQ)  

• Operating profit up 0.2% to Rs 5,472 crore versus Rs 5,462 crore

• Board proposes dividend of Rs 2.5 per share

Parag Milk Foods Q4 FY25 Highlights (Consolidated, YoY)

• Share price rises 4.30% at Rs 189.84.

• Revenue up 16% to Rs 918 crore versus Rs 790 crore

• EBITDA up 67.7% to Rs 62 crore versus Rs 37 crore

• Margin at 6.7% versus 4.7%

• Net Profit up 162% to Rs 26.2 crore versus Rs 10 crore.

Marico Q4FY25 Highlight (Consolidated, YoY)

• Share price rises 4.94% at Rs 732.25.

• Revenue up 19.8% to Rs 2,730 crore versus Rs 2,278 crore (Bloomberg estimate: Rs 2,656 crore).

• Ebitda up 4% to Rs 458.00 crore versus Rs 442.00 crore (Bloomberg estimate: Rs 463.6 crore).

• Margin at 16.8% versus 19.4% (Bloomberg estimate: 17.5%).

• Net Profit up 8% to Rs 343.00 crore versus Rs 318.00 crore (Bloomberg estimate: Rs 336.7 crore).

• PAT aided by Other Income, Rs 47 crore versus Rs 15 crore.

• To pay dividend of Rs 7 per share.

Aether Industries Q4FY25 Highlights (Consolidated, YoY)

• Share price rises 4.08% at Rs 858.

• Revenue at Rs 240 crore versus Rs 118 crore

• Ebitda at Rs 79.5 crore versus Rs 10 crore

• Margin at 33% versus 8.6%

• Net profit at Rs 50.2 crore versus loss of Rs 1.4 crore.

• Lower Exceptional this quarter at Rs 2.8 crore versus 7.3 crore.

City Union Bank Q4FY25 (Standalone, YoY)

• Share price rises 5.26% at Rs 182.60.

• Net profit up 13% at Rs 288 crore versus Rs 255 crore (Bloomberg estimate: Rs 283 crore)

• Net Interest Income up 9.8% at Rs 600 crore versus Rs 547 crore (Estimate: Rs 609.4 crore)

• Net NPA at 1.25% versus 1.42% (QoQ)

• Gross NPA at 3.09% versus 3.36% (QoQ)

• Provisions at Rs 78 crore versus Rs 32 crore (YoY)

• Provisions up 4% at Rs 78 crore versus Rs 75 crore (QoQ)

• Operating Profit up 25.3% at Rs 441 crore versus Rs 352 crore (YoY)

Tatva Chintan Pharma Q4FY25 Highlights (Consolidated, YoY)

• Share price falls 4.06% at Rs 675.

• Revenue up 9.8% to Rs 108 crore versus Rs 98 crore

• Ebitda down 43% to Rs 8.8 crore versus Rs 15.5 crore

• Margin at 8.2% versus 15.8%

• Net Profit down 89.6% to Rs 1 crore versus Rs 9.6 crore.

Sunteck Realty Q4FY25 Highlights (Consolidated, YoY)

• Share price rises 1.55% at Rs 398.60.

• Revenue down 51.8% to Rs 206 crore versus Rs 427 crore (Bloomberg estimate: Rs 455 crore)

• Ebitda down 55% to Rs 68.8 crore versus Rs 153.1 crore (Bloomberg estimate: Rs 194.1 crore)

• Margin at 33.4% versus 35.9% (Bloomberg estimate: 42.7%)

• Net Profit down 50% to Rs 50.4 crore versus Rs 101.3 crore (Bloomberg estimate: Rs 115.6 crore)

• The board approved the enabling resolution for raising of funds for an overall limit of up to Rs 2,250 crore by various modes including QIP, FPO, ADR, GDR, rights issue, debt issue, preferential issue, FCCB etc.

RR Kabel Q4FY25 Highlight (Consolidated, YoY)

• Share price rises 18.28% at Rs 1,211.

• Revenue up 26.39% to Rs 2217 crore versus Rs 1754 crore. (Estimate: Rs 2,065 crore)

• Ebitda  up 68.55% to Rs 193.5 crore versus Rs 114.8 crore. (Estimate: Rs 142.3 crore)

• Ebitda margin up 218 basis points to 8.72% versus 6.54%. (Estimate: 6.9%)

• Net profit up 63.91% at Rs 129 crore versus Rs 78.7 crore. (Estimate: Rs 90.1 crore)

Gravita India Q4FY25 (Consolidated, YoY)

• Share price rises 8.94% at Rs 1,973.40.

• Revenue up 20.2% to Rs 1,037 crore versus Rs 863 crore

• Ebitda up 27.8% to Rs 92 crore versus Rs 72 crore

• Margin at 8.9% versus 8.4%

• Net Profit up 38% to Rs 95 crore versus Rs 69 crore

Archean Chemical Q4FY25 (Consolidated, YoY)

• Share price falls 5.52% at Rs 571.30.

• Revenue up 21.7% to Rs 345 crore versus Rs 284 crore

• Ebitda up 1.3% to Rs 88.2 crore versus Rs 87 crore

• Margin at 25.5% versus 30.7%

• Net profit down 7% to Rs 53.5 crore versus Rs 57.6 crore

Voltamp Transformers Q4FY25 Highlights (Consolidated, YoY)

• Share price rises 3.08% at Rs 7,960.

• Revenue up 24% to Rs 625 crore versus Rs 504 crore

• Ebitda up 15.5% to Rs 116 crore versus Rs 101 crore

• Margin at 18.6% versus 20%

• Net Profit up 3.5% to Rs 96.8 crore versus Rs 93.5 crore.