Stocks To Watch: Axis Bank, Tech Mahindra, SBI Life, Power Grid, Container Corp, BHEL

RaPower Grid Corp., Container Corp, Bharat Heavy Electricals Ltd. and PB Fintech Ltd. and others are set to see action going into trade on Friday.

Axis Bank Q4 FY2025 (Standalone, YoY)

• Net Profit flat at Rs 7,117.5 crore versus Rs 7,129.67 crore (Estimate: Rs 6,601.24 crore)

• Net Interest Income up 6% at Rs 13,811 crore versus Rs 13,089 crore (Estimate: Rs 14,008 crore)

• Net interest margin at 3.97%, up by 4 basis points

• Provisions up 14.7% at Rs 1,359 crore versus Rs 1,185 crore.

• Gross Non-Performing Assets at 1.28% versus 1.46% (QoQ)

• Net Non-Performing Assets at 0.33% versus 0.35% (QoQ)

Cyient Q4 FY2025 (Consolidated, QoQ)

• Revenue down 0.9% to Rs 1,909 crore versus Rs 1,926 crore.

• Earnings Before Interest and Taxes up 11.2% to Rs 235 crore versus Rs 211 crore.

• Margin to 12.3% versus 11%.

• Net profit up 39.3% to Rs 170 crore versus Rs 122 crore.

• Recommends Final Dividend Of Rs 14 per Share.

SBI Life Insurance Q4 FY2025 (Consolidated, YoY)

• Net Premium Income down 5.01% at Rs 23,860 crore versus Rs 25,116 crore.

• Net profit up 0.37% at Rs 813 crore versus Rs 810 crore.

• Annualized Premium Equivalent (APE) stands at Rs 5,450 crore with growth of 2.25% (YoY)

• Value of New Business (VoNB) stands at Rs 1,660 crore with growth of 9.93% (YoY)

• Value of New Business Margin up 351 Basis Points at 30.46% versus 26.95%

Tech Mahindra Q4 FY2025 (Consolidated, QoQ)

• Revenue up 0.7% at Rs 13,384 crore versus Rs 13,286 crore (Bloomberg estimate: Rs 13,460.09 crore)

• Net Profit up 18.7% at Rs 1,167 crore versus Rs 983 crore (Estimate: Rs 1,083.9 crore)

• Earnings Before Interest and Taxes up 2% at Rs 1,378 crore versus Rs 1,350 crore (Estimate: Rs 1,875.14 crore)

• Margin At 10.3% versus 10.2% (Estimate: 13.9%)

• Other Income rises to Rs 173 crore versus Rs 16.5 crore

• Profit After Tax growth on the back of rise in other income

L&T Technology Services Q4 FY2025 (Consolidated, QoQ)

• Revenue up 12.4% to Rs 2,982 crore versus Rs 2,653 crore (Bloomberg estimate: Rs 3,036 crore)

• Net Profit down 3.4% to Rs 311 crore versus Rs 322 crore (Bloomberg estimate: Rs 354.95 crore)

• Earnings Before Interest and Taxes down 6.6% at Rs 394 crore versus Rs 422 crore (Estimate: Rs 545.53 crore)

• Earnings Before Interest and Taxes Margin at 13.2% versus 15.9% (Estimate: 18%)

Indian Energy Exchange Q4 FY2025 (Standalone, YoY)

• Revenue up 16.7% to Rs 141.2 crore versus Rs 121 crore (Bloomberg estimate: Rs 145.27 crore)

• Net Profit up 18% to Rs 112 crore versus Rs 95.1 crore (Estimate: Rs 109.95 crore)

• Earnings Before Interest, Taxes, Depreciation, and Amortization up 16% to Rs 121.87 crore versus Rs 104.61 crore (Estimate: Rs 129.6 crore)

• Margin at 86.3% versus 86.5% (Estimate: 89.2%)

Tanla Platforms Q4 FY2025 (Consolidated, QoQ)

• Revenue up 2.4% at Rs 1024 crore versus Rs 1000 crore.

• Earnings Before Interest, Taxes, Depreciation, and Amortization down 1.46% at Rs 136.43 crore versus Rs 138.46 crore.

• Earnings Before Interest, Taxes, Depreciation, and Amortization margin down 52 basis points at 13.32% versus 13.84%.

• Net profit down 0.84% at Rs 117 crore versus Rs 118 crore.

Macrotech Developers Q4 FY2025 Highlights (Consolidated, YoY)

• Revenue up 5.1% at Rs 4,224 crore versus Rs 4,019 crore.

• Earnings Before Interest, Taxes, Depreciation, and Amortization up 16.6% at Rs 1,221 crore versus Rs 1,047 crore.

• Margin expands to 28.9% versus 26%.

• Net profit up 38.5% to Rs 922 crore versus Rs 666 crore.

Aavas Financiers Q4 Highlights (YoY)

• NII up 14.34% at Rs 271 crore versus Rs 237 crore.

• Net Profit up 7.7% Rs 154 crore versus Rs 143 crore.

• GNPA at 1.08% vs 1.14%

• NNPA at 0.73% vs 0.81%

SBI Cards Q4 Highlights (YoY)

• Net Interest Income up 14.48% at Rs 1,620 crore versus Rs 1,415 crore.

• Net Profit down 19% to Rs 534 crore versus Rs 662 crore (Bloomberg estimate: Rs 511.11 crore)

• Gross Non-Performing Assets at 3.08% versus 3.24%

• Net Non-Performing Assets at 1.46% versus 1.18%

Mphasis Q4 Highlights (Consolidated, QoQ)

• Revenue up 4.2% to Rs 3,710 crore versus Rs 3,561 crore.

• EBIT up 4% to Rs 567 crore versus Rs 545 crore.

• EBIT Margin Flat at 15.3%.

• Net profit up 4.2% to Rs 446 crore versus Rs 428 crore.

• Board Recommends Dividend Of Rs 57/Share.

On the earnings front, big names like Reliance Industries Ltd., Maruti Suzuki India, Shriram Finance, L&T Finance, Oracle Financial Services Software, Dr. Lal PathLabs are among others who are set to post their earnings.

Also posting their fourth-quarter earnings are Force Motors, Motilal Oswal Financial Services, Poonawalla Fincorp, RBL Bank, Chennai Petroleum Corp.