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India Inc.'s March quarter earnings season picks up pace today with around 30 companies set to announce their Q4FY25 results, keeping Dalal Street firmly on its toes.
Heavyweights across IT, banking, financial services and energy are scheduled to declare their numbers, led by Infosys, Adani Energy Solutions, Union Bank of India, and Tata Capital. Management commentary on FY27 demand trends, margins, asset quality and capex plans will be closely tracked by investors.
Stay with us through the day as we bring you live updates, key takeaways, stock reactions and forward-looking guidance from today's earnings announcements.
Himadri Specialty Q4 Result Highlights (Cons, YoY)
UTI AMC Q4 Result Highlights (Cons, QoQ)
IEX Q4 Result Highlights (Cons, YoY)
Source: Press Conference
Source: Press Conference
Source: Press Conference
Source: Press Conference
Source: Press Conference
Source: Press Conference
Mahindra Logistics Q4 Result Highlights (Cons, YoY)
Infosys' voluntary attrition rate rose to 12.6% from 12.3% in the previous quarter and fell in comparison to 14.1% in the same period last year.
The total employee count fell by 8,440 sequentially to 3,28,594 in the March quarter.
Cyient Q4 Result Highlights (Cons, QoQ)
Revenue from communications and manufacturing rose over 12.6% and 15.9% respectively on a year-on-year basis. Financial services jumped nearly 5% and energy, utilities, resources and services by 8.3%.
On the other hand, income from Hi-Tech fell nearly 1.5%.
The total contract value (TCV) of large deal wins was $3.2 billion, a statement said.
The country's second largest IT company said its guidance for fiscal 2027 revenue growth was at 1.5% to 3.5% in constant currency terms and the guidance for operating margin for the fiscal will be at 20% to 22%.
Infosys Q4 Result Highlights (Consolidated, QoQ)
LTM Q4 Result Highlights
Goldman Sachs
Jefferies
Adani Energy Q4 Result Highlights (Cons, YoY)
NDTV Profit spoke to G Chokkalingam, Founder & MD, Equinomics Research, who has given a 'buy' recommendation on the counter.
"We are positive and maintain buy recommendation Pessimistic outlook of IT industry is in its stock price. Around 17 Pe is quite reasonable to buy the stock which still maintains good return ratios and dividend yield of around 3.5%," he said.
"It's recent initiatives to integrate AI in its platforms should help the company to mitigate the risk. Considering cash and recent changes related to tax on BUYBACKs an attractive BUYBACK offer from Infy also possible. Q4 performance may not be a disappointing one," he added.
Kotak Institutional Equities
DAM Capital
The key question this quarter is whether Infosys can deliver stronger growth in FY27 after a soft March quarter. Management commentary on client budgets, discretionary spending, deal renewals, large transformation programmes, artificial intelligence-led productivity, and the benefit from Project Maximus will be closely watched alongside formal revenue and margin guidance.
Infosys Q4 Preview (Consolidated, QoQ, Bloomberg Estimates)
Track live updates here.
LTIMindtree shares closed 2.18% lower at Rs 4,531.50 per share after it fell as much as 2.27% to Rs 4,500 apiece. This compares to a 0.84% decline in the NSE Nifty 50 Index. It has fallen 0.49% in the last 12 months and 26.14% year-to-date.
Cyient shares closed 2.69% lower at Rs 935.90 per share after it fell as much as 2.99% to Rs 933.05 apiece. This compares to a 0.84% decline in the NSE Nifty 50 Index. It has fallen 24.96% in the last 12 months and 16.27% year-to-date.
The shares of Infosys closed 2.9% lower to Rs 1,231.80 per share after it fell as much as 3.36% to Rs 1,226 apiece. This compares to 0.84% fall in NSE Nifty 50. It has fallen 16.48% in the last 12 months and 23.75% year-to-date.
The board has recommended a Dividend of Rs 5 for Financial Year 2025-26. The payment of Dividend is subject to obtaining the necessary statutory approvals and the approval of the shareholders of the Bank at the ensuing 24th Annual General Meeting (AGM). The date of AGM, the Book Closure for the purpose of AGM and the Dividend for the Financial Year 2025-26 will be intimated in due course.
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