Stocks To Watch Today: Paytm, HPCL, Mahanagar Gas, Godrej Consumer

Big names like Coal India Ltd., Dabur India Ltd., Tata Chemicals Ltd., United Breweries Ltd. and MRF Ltd. are set to see action going into trade on Wednesday.

• NLC India: The company's unit signed a power purchase agreement for a solar power project with Rajasthan Rajya Vidyut Utpadan Nigam.

• Prestige Estates Projects: Prestige City residential project sees sales of over Rs 3,000 crore across 1,200 units within one week following the launch.

• Cyient: The company has announced the appointment of Sukamal Banerjee as chief executive officer and Prabhakar Atla as CFO.

• Tamilnad Mercantile Bank: The bank has revised MCLR to 9.5% from 9.6% effective May 7.

• GMDC: The company signed a Long-Term Supply agreement with City Gold Pipes for Supply of Limestone to get supply of 150 MT limestone over a period of 40 years from Kutch.

• Tera Software: Tera Software, a consortium led by their Partner IWs ITI received an Advance Work Order from BharatNet Project for Middle Mile Network - NER-II within the states of Arunachal Pradesh, Nagaland and Manipur with a total worth of order value of Rs.1,901 crore.

• Jagsonpal Pharmaceuticals: Terminates proposed acquisition of Resilient Cosme-Ceuticals.

• Varun Beverages: The stock will trade ex-interim dividend of Rs 0.5 per share.

• Info Edge India: The stock will go ex-trade for a 1:2 stock split.

• Navin Fluorine International: The company has announced plans to manufacture a new liquid cooling product as part of Chemours' expanded liquid cooling venture. The company's board has approved a capital expenditure arrangement of Rs 120 crore for this initiative. This move is expected to enhance their product offerings and strengthen their position in the market.

• Aster DM Healthcare: The hospital has announced plans to establish a new multi-specialty hospital with an estimated capacity of 430 beds. The new facility is expected to cater to a wide range of medical needs, providing comprehensive healthcare solutions to the community.

HPCL Q4 (Standalone, QoQ)

• Revenue down 0.92% at Rs 1,09,492 crore versus Rs 1,10,505 crore. (Estimate Rs 1,09,544 crore)

• Ebitda down 2.78% at Rs 5803 crore versus Rs 5969 crore.

• Ebitda margin down 10 bps at 5.29% versus 5.4%.

• Net profit up 10.98% at Rs 3354 crore versus Rs 3022 crore.

Kansai Nerolac Q4 FY25 Highlights (Consolidated, YoY)

• Revenue up 2.7% to Rs 1,816.65 crore versus Rs 1,769.39 crore

• Net Profit down 6.5% to Rs 108.46 crore versus Rs 116.03 crore

• Ebitda down 7.4% to Rs 165.72 crore versus Rs 178.99 crore

• Margin at 9.1% versus 10.1%

Aptus Value Housing Finance Q4 Highlights (Standalone, YoY)

• Total Income up 24.7% to Rs 370 crore versus Rs 296 crore.

• NII up 11.39% at Rs 215 crore versus Rs 193 crore.

• Net profit up 38.8% to Rs 170 crore versus Rs 122 crore.

• AUM as of FY25 at Rs.10,865 crores, growth of 25% year-on-year.

• GNPA at 1.18% vs 1.2% (QoQ)

• NNPA at 0.88% vs 0.89% (QoQ)

• Aim for Rs. 25,000 crore AUM by FY28

Paytm Q4 Highlights (Consolidated, QoQ)

• Revenue up 4.6% to Rs 1,911.5 crore versus Rs 1,827.8 crore (Bloomberg estimate: 2,035.2 crore)

• Net loss at Rs 544.6 crore versus loss of Rs 208.5 crore (Estimate: Loss of Rs 178 crore)

• Ebitda loss at Rs 88.6 crore versus loss of Rs 222.4 crore (Estimate: Loss of Rs 62.7 crore)

• One-time loss of Rs 522 crore in Q4.

• 522 crore includes an accelerated charge of Rs 492 crore after CEO said they will forego ESOPs.

• Net payment margin of Rs 578 crore. Excluding UPI incentive, net payment margin was Rs 508 crore, up 4% QoQ.

• Gross merchant value up by 1% QoQ to Rs 5.1 lakh crore.

• Financial services revenue increased to Rs 545 crore, up 9% QoQ.

• Merchant subscriber base for devices has reached 1.24 crore as of March 2025, an addition of eight lakh QoQ.

• Cash balance of Rs 12,809 crore

Radico Khaitan Q4 FY25 Highlights

• Revenue up 15% at Rs 1,304 crore versus Rs 1,078 crore

• Ebitda up 45% at Rs 178 crore versus Rs 122 crore

• Margin at 13.6% vs 11.3%

• Net Profit up 59.7% at Rs 90.7 crore versus Rs 56.8 crore

Mahanagar Gas Q4FY25 Highlights (Standalone, QoQ)

• Revenue up 5.7% to Rs 1,864.85 crore versus Rs 1,757.57 crore (Bloomberg estimate: Rs 1,803 crore)

• Ebitda up 20% to Rs 378.37 crore versus Rs 314.41 crore (Bloomberg estimate: Rs 353 crore)

• Margin at 20.3% versus 17.9% (Bloomberg estimate: 19.6%)

• Net Profit up 12% to Rs 252.19 crore versus Rs 225.37 crore (Bloomberg estimate: Rs 245.1 crore)

Avalon Tech Q4 FY25 (Consolidated, YoY)

• Revenue up 58% at Rs 343 crore versus Rs 217 crore.

• Ebitda Rs 41 crore versus Rs 17 crore

• Margin at 12% versus 7.9%

• Net Profit at Rs 24.2 crore versus Rs 7 crore

• Order book has increased by 29.0% YoY

• India manufacturing representing 87% of revenue, delivered 14.2% Ebitda and 9.5% PAT in FY25.

EMudhra Q4 Highlights (Consolidated, QoQ)

• Revenue up 6% at Rs 149 crore versus Rs 141 crore

• EBIT up 21% at Rs 31 crore versus Rs 26 crore

• EBIT Margin At 20.8% versus 18.2%

• Net Profit up 13.8% at Rs 24 crore versus Rs 21 crore

KEI Industries Q4 Highlights (Consolidated, YoY)

• Revenue up 25.1% to Rs 2,914.78 crore versus Rs 2,330 crore. (Estimate Rs 2,914 crore)

• Ebitda up 17% to Rs 301.27 crore versus Rs 258.35 crore.

• Margin at 10.3% versus 11.1%.

• Net profit up 34% to Rs 226.54 crore versus Rs 168.47 crore. (Estimate Rs 226 crore) 

Aadhar Housing Finance Q4 Highlights (Standalone, YoY)

• Total income up 20.5% to Rs 833.75 crore versus Rs 691.73 crore

• NII up 21.79% at Rs 408 crore versus Rs 335 crore.

• Net Profit up 22% to Rs 245.24 crore versus Rs 201.15 crore

• AUM up 21% at Rs 25,531 crore versus Rs 21,121 crore.

• Gross NPA at 1.08% versus 1.42% (QoQ)

• NNPA at 0.71% versus 0.92% (QoQ)

• Board increased the Borrowing powers limits of the Company upto Rs. 30,000 crore. 

Godrej Consumer Products Q4 FY25 Highlights (Consolidated, YoY)

• Revenue up 6.2% to Rs 3,598 crore versus Rs 3,385 crore (Bloomberg estimate: Rs 3,616.94 crore).

• Ebitda up 0.4% to Rs 759 crore versus Rs 756 crore (Estimate: Rs 739.02 crore)

• Margin at 21.1% versus 22.3% (Estimate: 20.4%)

• Net profit to Rs 412 crore versus loss of Rs 1,893 crore (Estimate: Rs 490.78 crore)

Aarti Drugs Q4 Highlights (Consolidated, YoY)

• Revenue up 9% to Rs 676 crore versus Rs 620 crore

• Ebitda up 8% to Rs 93.2 crore versus Rs 86.1 crore

• Margin at 13.8% versus 13.9%

• Net Profit up 33% to Rs 63 crore versus Rs 47.4 crore

BSE Q4 Highlights (Consolidated, QoQ)

• Revenue up 7.7% to Rs 846.6 crore versus Rs 786 crore (Bloomberg estimate: Rs 770.04 crore)

• Net Profit up 127% to Rs 493 crore versus Rs 217 crore (Bloomberg estimate: Rs 409.84 crore)

• Operating Ebitda including Core SGF at Rs 593.6 crore versus Rs 235 crore

• Operating Ebitda margin including Core SGF at 70% versus 31%

• Alert: SGF is Settlement Guarantee Fund

NSE Q4 (Consolidated, QoQ)

• Revenue from operations at 3,771 cr vs 4,349 cr down 18% YoY, 13 QoQ

• Operating EBITDA at 2799 cr vs 3,398 cr down 8% YoY, 18% QoQ

• Operating EBITDA Margin 74% vs 78%

• PAT 2,650 cr vs 3,834 cr down 31% QoQ, up 7% YoY

Piramal Enterprises Q4 Highlights (Consolidated, YoY)

• Total Income up 20% to Rs 3,032.6 crore versus Rs 2,528.16 crore.

• Net Profit down 25% to Rs 102.44 crore versus Rs 137 crore (Bloomberg estimate: Rs 126.5 crore).

• GNPA at 2.8% versus 2.8%

• NNPA at 1.9% versus 1.5%

• Total assets under management of Rs 80,689 crore, up 36%.

• Retail AUM up 35% YoY (80% of total AUM)

Kansai Nerolac Q4 FY25 Highlights (Consolidated, YoY)

• Revenue up 2.7% to Rs 1,816.65 crore versus Rs 1,769.39 crore

• Ebitda down 7.4% to Rs 165.72 crore versus Rs 178.99 crore

• Margin at 9.1% versus 10.1%

• Net Profit down 6.5% to Rs 108.46 crore versus Rs 116.03 crore

Among other companies that are set to announce results on Wednesday are Apcotex Industries, Car Trade Tech, Craftsman Automation, Dabur India, Housing & Urban Development Corporation, Lloyds Engineering Works, Man Industries (India), Niva Bupa Health Insurance Co.

Route Mobile, Sapphire Foods India, Satin Creditcare Network, Somany Ceramics, Sonata Software, Symphony, Tata Chemicals, Wonderla Holiday are also expected to post fourth quarter earnings.