Q4 Earnings Impact: Persistent Systems, Thyrocare Rise; Tata Consumer Products, Syngene Fall

Tata Consumer Products Q4 FY25 Highlights (Consolidated, YoY)

• Share price fell 4.50% to Rs 1,098.30.

• Revenue up 17.3% to Rs 4,608 crore versus Rs 3,927 crore (Bloomberg estimate: Rs 4,555.7 crore).

• Net profit up 59% to Rs 345 crore versus Rs 217 crore (Bloomberg estimate: Rs 225 crore).

• Ebitda down 1% to Rs 621 crore versus Rs 630 crore (Bloomberg estimate: Rs 612 crore).

• Margin at 13.5% versus 16% (Bloomberg estimate: 13.4%).

• Exceptional items include gain of Rs 120 crore and Rs 72 crore of asset written down.

• The board has recommended a dividend of Rs 8.25 per equity share for FY25.

LTIMindtree Q4FY25 Highlights (Consolidated, QoQ)

• Share price fell 1.99% to Rs 4,446.30.

• Revenue up 1.1% to Rs 9,772 crore versus Rs 9,661 crore (Bloomberg estimate: Rs 9,868 crore).

• Net profit up 4% to Rs 1,128.5 crore versus Rs 1,085.4 crore (Bloomberg estimate: Rs 1,165 crore).

• Ebit up 1% to Rs 1,342.3 crore versus Rs 1,329 crore (Bloomberg estimate: Rs 1,705.2 crore).

• Margin at 13.7% versus 13.8% (Bloomberg estimate: 17.3%).

• LTIMindtree board has recommended a final dividend of Rs 45 per equity share.

Persistent Systems (Consolidated, QoQ)

• Share price rose 3.67% to Rs 5,353.

• Revenue up 5.9% at Rs 3,242 crore versus Rs 3,062 crore.

• EBIT up 10.9% at Rs 505 crore versus Rs 456 crore.

• EBIT margin at 15.6% versus 14.9%.

• Net profit rises 6.1% at Rs 396 crore versus Rs 373 crore.

Tamilnad Mercantile Bank Q4F25 Highlights (Standalone, YoY)

• Share price rose 3.88% to Rs 458.

• Net profit up 15.3% at Rs 292 crore versus Rs 253 crore.

• Net interest income flat at Rs 568 crore.

• Gross NPA at 1.25% versus 1.32% (QoQ).

• Net NPA at 0.36% versus 0.41% (QoQ).

360 One WAM Q4FY25 Results (Consolidated, YoY)

• Share price fell 2.34% to Rs 1,035.

• Revenue up 3.7% to Rs 820.77 crore versus Rs 791.17 crore.

• Net profit up 3% to Rs 249.6 crore versus Rs 242.61 crore.

Thyrocare Technologies Q4FY25 (Consolidated, YoY)
Solid Margin Beat

• Share price rose 14.54% to Rs 881.05.

• Revenue up 21.3% at Rs 187 crore versus Rs 154 crore.

• Ebitda up 70.7% at Rs 57.7 crore versus Rs 33.8 crore.

• Margin at 30.8% versus 21.9%.

• Net profit up 22% at Rs 21.7 crore versus Rs 17.8 crore.

• Board recommends final dividend of Rs 21 per share.

Bajaj Housing Finance Q4FY25 Results (YoY)

• Share price rose 3.85% to Rs 136.96.

• Net profit up 54% to Rs 587 crore versus Rs 381 crore (Bloomberg estimate: Rs 557 crore).

• Net interest income up 31% to Rs 823 crore versus Rs 629 crore.

• Assets under management up 26% to Rs 1.15 lakh crore.

Can Fin Homes Q4FY25 Highlights (YoY)

• Share price fell 3.29% to Rs 720.40.

• Total income up 7.8% to Rs 1,000 crore versus Rs 928 crore.

• Net profit up 11.9% to Rs 234 crore versus Rs 209 crore.

Syngene International Q4FY25 Highlights (Consolidated, YoY)

• Share price fell 10% to Rs 674.25.

• Revenue up 11% to Rs 1,018 crore versus Rs 917 crore (Bloomberg estimate: Rs 1,048.8 crore).

• Ebitda up 8.4% to Rs 344 crore versus Rs 317 crore (Estimate: Rs 364.8 crore).

• Margin narrows to 33.8% versus 34.6% (Estimate: 34.8 %).

• Net profit down 2.8% to Rs 183 crore versus Rs 189 crore (Estimate: Rs 192.9 crore).

Supreme Petrochem Q4FY25 Highlights (Consolidated, YoY)

• Share price fell 2.65% to Rs 616.65.

• Revenue down 1.5% to Rs 1,539 crore versus Rs 1,563 crore.

• Ebitda down 17.4% to Rs 145 crore versus Rs 175 crore.

• Margin at 9.4% versus 11.2%.

• Net profit down 18.7% to Rs 107 crore versus Rs 132 crore.

Dalmia Bharat Q4FY25 (Consolidated, YoY)

• Share price rose 2.15% to Rs 1,930.

• Revenue down 5% to Rs 4,091 crore versus Rs 4,307 crore (Estimate: Rs 4,232 crore).

• Ebitda up 21% to Rs 793 crore versus Rs 654 crore (Estimate: Rs 788 crore).

• Margin at 19.4% versus 15.2% (Estimate: 18.6%).

• Net profit up 38% to Rs 435 crore versus Rs 315 crore (Estimate: Rs 297 crore).

Astec Lifesciences Q4FY25 Earnings (Consolidated, YoY)

• Share price fell 2.49% to Rs 745.95.

• Revenue down 22.3% at Rs 120 crore versus Rs 154 crore.

• Ebitda down 56.6% at Rs 5.5 crore versus Rs 12.7 crore.

• Margin at 4.6% vs 8.3%.

• Net loss of Rs 16 crore vs loss of Rs 1 crore.

Rallis India Q4FY25 (Consolidated, YoY)

• Share price fell 6.46% to Rs 237.50.

• Revenue down 1.38% at Rs 430 crore versus Rs 436 crore.

• Ebitda loss at Rs 20 crore versus profit of Rs 6 crore.

• Net loss at Rs 32 crore versus loss of Rs 21 crore.