Q4 Earnings Impact: IRCTC, Natco Pharma, SAIL, Bata, Cummins Shares Rise

Deepak Nitrite Q4 Highlights (Consolidated, YoY)

• Share price rises 4.74% at Rs 2,095.

• Revenue up 2.5% to Rs 2,179.69 crore versus Rs 2,126.21 crore.

• Ebitda up 5% to Rs 316.51 crore versus Rs 301.12 crore.

• Margin at 14.5% versus 14.2%.

• Net profit down 20% to Rs 202.41 crore versus Rs 253.86 crore.

• Exceptional gain of Rs 79.8 cr in Q4 FY24.

Cummins India Q4 Highlights (Standalone, YoY)

• Share price rises 3.29% at Rs 3,073.90.

• Revenue up 6.1% to Rs 2,457 crore versus Rs 2,316 crore (Estimate: Rs 2,693 crore).

• Ebitda down 4.4% to Rs 520 crore versus Rs 544 crore (Estimate: Rs 523 crore).

• Ebitda margin at 21.2% versus 23.5% (Estimate: 19.4%).

• Net profit down 7% to Rs 521 crore versus Rs 561 crore (Estimate: Rs 476 crore).

• Domestic sales were higher by 1% compared to the same quarter last year and lower by 25% compared to the previous quarter.

• Exports sales are higher by 39% compared to the same quarter last year and higher by 3% compared to the previous quarter.

Insecticides (India) Q4 Highlights (Consolidated, YoY)

• Share price rises 7.80% at Rs 895.

• Revenue up 31.7% to Rs 359 crore versus Rs 272.5 crore.

• Ebitda at Rs 28.5 crore versus Rs 8.7 crore.

• Margin at 7.9% versus 3.2%.

• Net profit up 84.7% to Rs 13.9 crore versus Rs 7.5 crore.

• Deferred Tax Credit of 4 crore in Q4 FY24

• Revenue Growth of 32% is registered in Q4 vs Q4FY24 with significant improvement in profit margins across segments.

• Premiumisation led Profit Growth.

• A robust performance was noted in Shinwa, Izuki, Mission SC, Mycoraja and new launches.

Nuvama Wealth Management Q4 Highlights (Consolidated, QoQ)

• Share price rises 3.18% at Rs 7,144.

• Revenue up 8.3% to Rs 1,120 crore versus Rs 1,034 crore.

• Ebitda down 1.2% to Rs 575 crore versus Rs 582 crore.

• Margin at 51.3% versus 56.2%.

• Net profit up 1.3% to Rs 255 crore versus Rs 252 crore.

• Ebitda down due to an increase in other expenses by 40% and employee expenses by 22%.

• Wealth Management Business Grew by 15%.

• Capital Market Business grew by 25%.

Bata India Q4 Highlights (Consolidated, YoY)

• Share price rises 1.36% at Rs 1,294.20.

• Revenue down 1.2% to Rs 788 crore versus Rs 798 crore.

• Ebitda down 2% to Rs 178 crore versus Rs 182 crore.

• Margin at 22.6% versus 22.8%.

• Net profit down 27.9% to Rs 45.9 crore versus Rs 63.6 crore.

Birlasoft Q4 (Consolidated, YoY)

• Share price rises 3.92% at Rs 439.90.

• Revenue down 3.31% at Rs 1,317 crore versus Rs 1,362 crore.

• EBIT up 7.47% at Rs 152.5 crore versus Rs 141.9 crore.

• EBIT margin up 116 bps at 11.57% versus 10.41%.

• Net profit up 4.27% at Rs 122 crore versus Rs 117 crore.

Welspun Corp Q4 Highlights (Cons, YoY)

• Share price rises 6% at Rs 862.50.

• Revenue down 12% at Rs 3,925 crore versus Rs 4,461 crore.

• Ebitda up 39.4% at Rs 460 crore versus Rs 330 crore.

• Margin at 11.7% vs 7.4%.

• Net profit at Rs 698 crore versus Rs 269 crore.

• Exceptional Gain of Rs 476 crore.

SAIL Q4 Highlights (Consolidated, QoQ)

• Share price rises 2.20% at Rs 131.80.

• Revenue up 19.7% to Rs 29,316.14 crore versus Rs 24,489.91 crore.

• Ebitda up 72% to Rs 3,483.86 crore versus Rs 2,029.87 crore.

• Margin at 11.9% versus 8.3%.

• Net Profit up 393% to Rs 1,251.00 crore versus Rs 253.86 crore.

• Exceptional loss of Rs 29 crore vs 28 crore exceptional gain.

• Other Income increases by 27%, from 297 crore vs 233 crore.

• Total Expenses at 28,029 crore vs 24,560 crore.

Avanti Feeds Q4 Highlights (Consolidated, YoY)

• Revenue up 7.9% to Rs 1,385 crore versus Rs 1,284 crore.

• Ebitda up 36.5% to Rs 177 crore versus Rs 130 crore.

• Margin at 12.8% versus 10.1%.

• Net Profit up 45.8% to Rs 152 crore versus Rs 104 crore.

• Other Income increased by 36% from 49.88 crore vs 36.45 crore.

IRCTC Q4 Highlights (Consolidated, YoY)

• Share price rises 3.05% at Rs 800.

• Revenue up 10.1% to Rs 1,268.52 crore versus Rs 1,151.71 crore.

• Ebitda up 6% to Rs 385.48 crore versus Rs 362.43 crore.

• Margin at 30.4% versus 31.5%.

• Net Profit up 26% to Rs 358.22 crore versus Rs 284.18 crore.

• Exceptional gain of Rs 45.68 crore in the fourth quarter.

FDC Q4 Highlights (Consolidated, YoY)

• Share price falls 4.68% at Rs 435.10.

• Revenue up 6.5% to Rs 492 crore versus Rs 462 crore.

• Ebitda down 4.2% to Rs 54 crore versus Rs 56.3 crore.

• Margin at 11% versus 12.2%.

• Net profit down 16.4% to Rs 38.7 crore versus Rs 46.3 crore.

Heidelbergcement India Q4 Highlights (YoY)

• Share price falls 0.53% at Rs 200.11.

• Revenue up 2.7% to Rs 612 crore versus Rs 597 crore.

• Ebitda up 2% to Rs 90.6 crore versus Rs 89 crore.

• Margin at 14.8% versus 14.9%.

• Net Profit up 4.8% to Rs 50.5 crore versus Rs 48 crore.

Jindal Worldwide Q4 Highlights (Consolidated, YoY)

• Share price rises 0.92% at Rs 61.45.

• Revenue up 5.5% to Rs 606 crore versus Rs 574 crore.

• Ebitda down 11.8% to Rs 49 crore versus Rs 55.5 crore.

• Margin at 8% versus 9.7%.

• Net profit down 21.8% to Rs 22 crore versus Rs 28.2 crore.

Natco Pharma Q4 Highlights (Consolidated, YoY)

• Share price rises 6.63% at Rs 919.50.

• Revenue up 14.3% to Rs 1,221 crore versus Rs 1,068 crore.

• Ebitda up 10.2% to Rs 548 crore versus Rs 497 crore.

• Margin at 44.9% versus 46.6%.

• Net Profit up 5.3% to Rs 407 crore versus Rs 386 crore.