Daily Earnings Snapshot: Q4 FY25 Results (May 19, 2025) - DLF, BEL & Petronet LNG Lead Sectoral Surge, Redington’s 183% Profit Jump Grabs Headlines
Earning Radar
DLF, BEL & Petronet LNG Lead Sectoral Surge, Redington’s 183% Profit Jump Grabs Headlines
Q4 FY25 delivered a mixed yet exciting earnings season with several standout performances across sectors. DLF emerged as a top performer in real estate, posting a 39% YoY surge in PAT backed by robust residential demand. In energy, Petronet LNG delivered a 45% YoY jump in PAT despite a fall in revenue, supported by better margins. Among industrials, Bharat Electronics posted a solid 18.4% PAT rise with a healthy order book, while Jupiter Wagons and IRB Infra showed improving profitability. In the tech space, Redington Ltd stole the spotlight with a 183% jump in net profit, while BLS International and MobiKwik posted strong double-digit profit growth. On the consumer side, Dodla Dairy and Hindustan Foods reported robust revenue and profit growth, signaling resilient rural and urban demand. In healthcare, Eris Lifesciences stood out with a 31% rise in profit, even as some peers saw pressure. Meanwhile, New India Assurance and Power Grid posted flat to muted results. The quarter highlights the market’s continued tilt toward quality execution and margin resilience across sectors.
Banking & Financial Services
Karur Vysya Bank (KVB): The mid-sized private lender posted steady growth. Net profit for Q4 FY25 was ₹513.4 crore, up 12.5% YoY. Net interest income (NII) came in at ₹1,089 crore, rising ~9% YoY, supported by healthy loan growth and stable asset quality. The bank’s board recommended a final dividend of ₹2.60 per share.
Industrials & Infrastructure
Bharat Electronics (BEL): Q4 net profit rose 18.4% YoY to ₹2,127 crore, and revenue grew 6.8% to ₹9,149 crore. EBITDA jumped 23%, with margins improving to about 30.8%. The company’s order book stood at ₹71,650 crore. A final dividend of ₹0.90/share was declared.
PI Industries: Consolidated net profit declined 10.6% YoY to ₹330.5 crore, as high-margin product sales slowed. Revenue grew 2.6% YoY to ₹1,787 crore. The company cited weak global demand and inventory destocking but remains optimistic for FY26.
Jupiter Wagons: Profit After Tax (PAT) increased 14.9% year-on-year to ₹380 crore. The EBITDA margin improved to 14.6% from 13.4% the previous year, reflecting stronger operating efficiency. Earnings per share stood at ₹9.1 for FY25.
JK Paper: Q4 net profit slumped 72% YoY to ₹77 crore, as revenue slipped 1.7% to ₹1,311 crore. Operating margins were under pressure due to lower realizations and higher input costs.
RB Infrastructure Developers (IRB Infra): Reported a 13.7% year-on-year (YoY) increase in its net profit (after tax) for the March quarter of FY25, with profit standing at ₹214.72 crore compared to ₹188.9 crore in Q4 FY24. total revenue from operations stood at ₹2,149.24 crore, up by about 4.3% YoY.
Pharmaceuticals & Healthcare
Eris Lifesciences: The domestic pharma company saw strong growth. Consolidated revenue grew 27.9% YoY to ₹705 crore, and net profit jumped 31% to ₹93.8 crore, driven by robust sales of its chronic portfolio. EBITDA margins expanded significantly on operating leverage.
Sun Pharma Advanced Research Co.: Reported a Profit After Tax (PAT) decrease of 6.17% to ₹-105.79 crore. The total income for the quarter was ₹16.56 crore, a 19.45% increase year-on-year.
Marksans Pharma: Reported a PAT (Profit After Tax) of ₹383 crore, a 21.5% year-over-year increase. The company also reported a revenue of ₹708 crore (YoY).
Real Estate
DLF: Reported a 39% year-on-year (Y-o-Y) rise in consolidated net profit to ₹1,282.2 crore for the March quarter of financial year 2024–25, up from ₹919.82 crore in Q4FY24. Revenue from operations grew 46% Y-o-Y to ₹3,127.58 crore in Q4FY25, compared to ₹2,134.84 crore in the same quarter last year.
Consumer Goods & Retail
Zydus Wellness: Q4 consolidated revenue was ₹913 crore, up 16.7% YoY, and net profit ₹172 crore, up 14.7% YoY. The company announced a 1:5 stock split and a final ₹6/share dividend. The health foods and consumer products maker posted solid growth.
Hindustan Foods: Revenue rose 27.7% YoY to ₹933 crore, and profit after tax grew 33.9% to ₹30.7 crore, supported by volume growth in its beverages, ice creams, and footwear divisions. The contract manufacturer for FMCG brands reported a strong quarter.
Dodla Dairy: Revenue increased 15.5% YoY to ₹910 crore, while net profit jumped 45% to ₹68 crore, aided by higher milk product sales and stable input costs. A ₹2 per share final dividend was proposed.
Restaurant Brands Asia (Burger King India): The Q4 net loss shrank to ₹60.4 crore from ₹92.1 crore a year ago. Revenue climbed to ₹632.5 crore, reflecting strong double-digit growth in sales. The company cited better dine-in traffic and value offerings for the improved performance.
Energy & Utilities
Power Grid Corporation: Q4 net profit was ₹4,143 crore, essentially flat YoY. Revenue inched up 2.5% YoY to ₹12,275 crore. Margins remained high (~83%), but slightly compressed. The board announced a final dividend of ₹1.25 per share.
Petronet LNG: Q4 net profit climbed 45% YoY to ₹1,070 crore, even as revenue declined 10% to ₹12,316 crore due to softer gas prices and lower trading income. The profit jump was driven by improved marketing margins and lower expenses. A final dividend of ₹3 per share was declared.
Gujarat Gas: The company's standalone net profit increased 29% to Rs 287 crore in the January-March quarter, compared to Rs 222 crore in the corresponding period last year.
NLC India: Reported a net profit of ₹468.36 crore in the fourth quarter of financial year 2024–25, up 311.6% year-on-year (YoY).
Insurance
New India Assurance: Reported a 2.06% year-on-year (YoY) decline in net profit for Q4FY25, with profit falling to ₹346.63 crore from ₹353.93 crore in the corresponding period of FY24.
Information Technology & Services
Redington Ltd: The company's net profit soared 183% year-on-year to ₹917.7 crore, compared to ₹323.9 crore in the same period last year. The company’s revenue for the quarter also witnessed a significant growth of 17.9%, reaching ₹26,439.7 crore, up from ₹22,433.4 crore in Q4 FY2024.
BLS International: The digital services provider delivered standout growth. Q4 PAT surged 69.9% YoY to ₹145.2 crore, on the back of a 54.7% YoY rise in revenue to ₹692.8 crore. Strong visa processing volumes and digital services expansion drove the gains.
One MobiKwik Systems: Profit after tax (PAT) came in at ₹118 crore, a growth of 20% YoY.