🚗 Tata Motors Q4 FY25 Highlights 📉
📊 Net Profit 🔻 down 51% YoY to ₹8,470 Cr (but beat estimates!)
📈 Revenue up slightly to ₹1,19,503 Cr
💸 Dividend: ₹6/share (300%) 🤑
📉 Total expenses cut to ₹1,09,056 Cr
🇬🇧 JLR sales up 1.1%, revenue +2.4%
📉 China slowdown, but North America & Europe SUV demand strong
✅ Automotive biz now debt-free 💪
🌍 Cautious outlook due to global tariffs & geopolitics
📊 Net Profit 🔻 down 51% YoY to ₹8,470 Cr (but beat estimates!)
📈 Revenue up slightly to ₹1,19,503 Cr
💸 Dividend: ₹6/share (300%) 🤑
📉 Total expenses cut to ₹1,09,056 Cr
🇬🇧 JLR sales up 1.1%, revenue +2.4%
📉 China slowdown, but North America & Europe SUV demand strong
✅ Automotive biz now debt-free 💪
🌍 Cautious outlook due to global tariffs & geopolitics
🥰1
Morning Update 14-05-2025 :
NIFTY:
Nifty opened with a slight gap-down following the previous session’s strong rally, slipped into the red early on, and remained range-bound for most of the day before gradually trending lower to close with notable losses. View remains volatility in range.
BANK NIFTY:
Bank Nifty opened marginally lower from the previous close and witnessed consistent selling pressure through the day, remaining in a tight range during the latter half before ending with moderate losses.View remains volatility in range.
Nifty 50
Support Level : 24200
Resistance Level : 24900
Bank Nifty
Support Level : 54000
Resistance Level : 55500
Result corner
Garden Reach Shipbuilders Q4 FY25 (YoY)
• Revenue: ₹1,642 cr vs ₹1,016 cr – Growth
• EBITDA: ₹220 cr vs ₹90.6 cr – Growth
• EBITDA Margin: 13.5% vs 8.9% – Expansion
• Net Profit: ₹244 cr vs ₹112 cr – Growth
Honeywell Automation Q4 FY25 (YoY)
• Revenue: ₹1,110 cr vs ₹951 cr – Growth
• EBITDA: ₹160 cr vs ₹170 cr – Decline
• EBITDA Margin: 14.3% vs 17.9% – Contraction
• Net Profit: ₹140 cr vs ₹148 cr – Decline
ASK Automotive Q4 FY25 (YoY)
• Revenue: ₹850 cr vs ₹782 cr – Growth
• EBITDA: ₹104 cr vs ₹82.3 cr – Growth
• EBITDA Margin: 12.2% vs 10.5% – Expansion
• Net Profit: ₹57.6 cr vs ₹47.8 cr – Growth
Metropolis Healthcare Q4 FY25 (YoY)
• Revenue: ₹345.3 cr vs ₹331 cr – Growth
• EBITDA: ₹62.3 cr vs ₹80 cr – Decline
• EBITDA Margin: 18% vs 24.2% – Contraction
• Net Profit: ₹29.1 cr vs ₹36.4 cr – Decline
ITD Cementation Q4 FY25 (YoY)
• Revenue: ₹2,480 cr vs ₹2,258 cr – Growth
• EBITDA: ₹259 cr vs ₹220 cr – Growth
• EBITDA Margin: 10.5% vs 9.8% – Expansion
• Net Profit: ₹113 cr vs ₹89.5 cr – Growth
Stocks in news
-IDBI The company has divested its entire stake of up to 21.14% in Pondicherry Industrial Promotion Development and Investment Corp for Rs 18.8 crore
-DMART The company has opened a new store in Punjab. Its total number of stores as on date stands at 420.
-SYRMA Approved fundraise of ₹1,000 cr via QIP; incorporated two new arms for electronic component manufacturing
-HAPPSTMNDS eyes double-digit growth in FY26 despite challenges
-GAIL to run Dabhol LNG terminal in monsoon, plans major expansion
-LT bags govt contracts worth up to Rs 5,000 cr in Delhi, Andhra Pradesh
-LUPIN launches generic version of kidney disorder treatment drug in US
-MAHLIFE Approved fundraise of ₹1,500 cr via rights issue.
-POWERMECH Projects bags Rs 982 crore order
Quick Takeaways
-India's retail inflation eases to six-year low of 3.16% in April 2025
-India's retaliatory tariff proposal may cast shadow on trade pact talks with US: GTRI
-Cargo handled at India's major ports rises 4.3% to 855 million tonnes in FY25
-Gems, jewellery exports in April dip by 4.62 pc at USD 2,037.06 mn: GJEPC
F&O Stocks in Ban : Central Depository Services (India) Ltd., Manappuram Finance Ltd.
NIFTY:
Nifty opened with a slight gap-down following the previous session’s strong rally, slipped into the red early on, and remained range-bound for most of the day before gradually trending lower to close with notable losses. View remains volatility in range.
BANK NIFTY:
Bank Nifty opened marginally lower from the previous close and witnessed consistent selling pressure through the day, remaining in a tight range during the latter half before ending with moderate losses.View remains volatility in range.
Nifty 50
Support Level : 24200
Resistance Level : 24900
Bank Nifty
Support Level : 54000
Resistance Level : 55500
Result corner
Garden Reach Shipbuilders Q4 FY25 (YoY)
• Revenue: ₹1,642 cr vs ₹1,016 cr – Growth
• EBITDA: ₹220 cr vs ₹90.6 cr – Growth
• EBITDA Margin: 13.5% vs 8.9% – Expansion
• Net Profit: ₹244 cr vs ₹112 cr – Growth
Honeywell Automation Q4 FY25 (YoY)
• Revenue: ₹1,110 cr vs ₹951 cr – Growth
• EBITDA: ₹160 cr vs ₹170 cr – Decline
• EBITDA Margin: 14.3% vs 17.9% – Contraction
• Net Profit: ₹140 cr vs ₹148 cr – Decline
ASK Automotive Q4 FY25 (YoY)
• Revenue: ₹850 cr vs ₹782 cr – Growth
• EBITDA: ₹104 cr vs ₹82.3 cr – Growth
• EBITDA Margin: 12.2% vs 10.5% – Expansion
• Net Profit: ₹57.6 cr vs ₹47.8 cr – Growth
Metropolis Healthcare Q4 FY25 (YoY)
• Revenue: ₹345.3 cr vs ₹331 cr – Growth
• EBITDA: ₹62.3 cr vs ₹80 cr – Decline
• EBITDA Margin: 18% vs 24.2% – Contraction
• Net Profit: ₹29.1 cr vs ₹36.4 cr – Decline
ITD Cementation Q4 FY25 (YoY)
• Revenue: ₹2,480 cr vs ₹2,258 cr – Growth
• EBITDA: ₹259 cr vs ₹220 cr – Growth
• EBITDA Margin: 10.5% vs 9.8% – Expansion
• Net Profit: ₹113 cr vs ₹89.5 cr – Growth
Stocks in news
-IDBI The company has divested its entire stake of up to 21.14% in Pondicherry Industrial Promotion Development and Investment Corp for Rs 18.8 crore
-DMART The company has opened a new store in Punjab. Its total number of stores as on date stands at 420.
-SYRMA Approved fundraise of ₹1,000 cr via QIP; incorporated two new arms for electronic component manufacturing
-HAPPSTMNDS eyes double-digit growth in FY26 despite challenges
-GAIL to run Dabhol LNG terminal in monsoon, plans major expansion
-LT bags govt contracts worth up to Rs 5,000 cr in Delhi, Andhra Pradesh
-LUPIN launches generic version of kidney disorder treatment drug in US
-MAHLIFE Approved fundraise of ₹1,500 cr via rights issue.
-POWERMECH Projects bags Rs 982 crore order
Quick Takeaways
-India's retail inflation eases to six-year low of 3.16% in April 2025
-India's retaliatory tariff proposal may cast shadow on trade pact talks with US: GTRI
-Cargo handled at India's major ports rises 4.3% to 855 million tonnes in FY25
-Gems, jewellery exports in April dip by 4.62 pc at USD 2,037.06 mn: GJEPC
F&O Stocks in Ban : Central Depository Services (India) Ltd., Manappuram Finance Ltd.
❤1
GOOD NEWS ✅
1. BHARTI AIRTEL Q4 PROFIT SURGED 432% TO ₹11,022 CRORE WITH ₹16/SHARE DIVIDEND.
2. GAIL REPORTED RECORD HIGH Q4 PROFIT, EBITDA, AND PBT.
3. HERO MOTOCORP Q4 PROFIT REACHED ₹1,081 CRORE WITH ₹65/SHARE DIVIDEND.
4. GALAXY SURFACTANTS Q4 PROFIT JUMPED 16.3% TO ₹81 CRORE.
5. APAR INDUSTRIES Q4 NET PROFIT ROSE 24% TO ₹206 CRORE.
6. JYOTHY LABS Q4 NET PROFIT INCREASED 19% TO ₹87 CRORE.
7. IFB INDUSTRIES Q4 NET PROFIT SURGED TO ₹16.3 CRORE.
8. PNC INFRATECH Q4 PROFIT ROSE 25% TO ₹171 CRORE.
9. FINO PAYMENTS BANK Q4 NET PROFIT CLIMBED 38% TO ₹24.8 CRORE.
10. PRINCE PIPES Q4 NET PROFIT GREW 62% TO ₹55.6 CRORE.
11. MAX FINANCIAL Q4 PROFIT ROSE FROM -₹50 CRORE TO ₹38 CRORE.
12. BHARTI HEXACOM Q4 PROFIT ROSE 80%.
13. GSK PHARMA Q4 PROFIT ROSE 30%.
14. ITDC Q4 PROFIT ROSE 26.9%.
15. SYRMA SGS Q4 PROFIT ROSE 43.8%.
16. STANDARD GLASS DEAL WITH AGI GROUP FOR 20 YEARS.
17. PAYTM: GOLDMAN SACHS BOUGHT 37.35 LAKH SHARES.
1. BHARTI AIRTEL Q4 PROFIT SURGED 432% TO ₹11,022 CRORE WITH ₹16/SHARE DIVIDEND.
2. GAIL REPORTED RECORD HIGH Q4 PROFIT, EBITDA, AND PBT.
3. HERO MOTOCORP Q4 PROFIT REACHED ₹1,081 CRORE WITH ₹65/SHARE DIVIDEND.
4. GALAXY SURFACTANTS Q4 PROFIT JUMPED 16.3% TO ₹81 CRORE.
5. APAR INDUSTRIES Q4 NET PROFIT ROSE 24% TO ₹206 CRORE.
6. JYOTHY LABS Q4 NET PROFIT INCREASED 19% TO ₹87 CRORE.
7. IFB INDUSTRIES Q4 NET PROFIT SURGED TO ₹16.3 CRORE.
8. PNC INFRATECH Q4 PROFIT ROSE 25% TO ₹171 CRORE.
9. FINO PAYMENTS BANK Q4 NET PROFIT CLIMBED 38% TO ₹24.8 CRORE.
10. PRINCE PIPES Q4 NET PROFIT GREW 62% TO ₹55.6 CRORE.
11. MAX FINANCIAL Q4 PROFIT ROSE FROM -₹50 CRORE TO ₹38 CRORE.
12. BHARTI HEXACOM Q4 PROFIT ROSE 80%.
13. GSK PHARMA Q4 PROFIT ROSE 30%.
14. ITDC Q4 PROFIT ROSE 26.9%.
15. SYRMA SGS Q4 PROFIT ROSE 43.8%.
16. STANDARD GLASS DEAL WITH AGI GROUP FOR 20 YEARS.
17. PAYTM: GOLDMAN SACHS BOUGHT 37.35 LAKH SHARES.
👏1
BAD NEWS ❌
1. TATA MOTORS Q4 PROFIT DECLINED 51.3% YOY TO ₹5408 CRORE.
2. HAPPIEST MINDS Q4 PROFIT DROPPED 52.8% YOY TO ₹34 CRORE.
3. TATA STEEL BSL REPORTED Q4 LOSS OF ₹252 CRORE VS PROFIT LAST YEAR.
4. GUJARAT STATE FERTILIZERS Q4 NET PROFIT FELL 66% TO ₹144 CRORE.
5. KEC INTERNATIONAL Q4 NET PROFIT DECLINED 28% TO ₹95 CRORE.
6. SIEMENS Q4 PROFIT DECLINED 26.6%.
7. METROPOLIS Q4 PROFIT DECLINED 19.9%.
1. TATA MOTORS Q4 PROFIT DECLINED 51.3% YOY TO ₹5408 CRORE.
2. HAPPIEST MINDS Q4 PROFIT DROPPED 52.8% YOY TO ₹34 CRORE.
3. TATA STEEL BSL REPORTED Q4 LOSS OF ₹252 CRORE VS PROFIT LAST YEAR.
4. GUJARAT STATE FERTILIZERS Q4 NET PROFIT FELL 66% TO ₹144 CRORE.
5. KEC INTERNATIONAL Q4 NET PROFIT DECLINED 28% TO ₹95 CRORE.
6. SIEMENS Q4 PROFIT DECLINED 26.6%.
7. METROPOLIS Q4 PROFIT DECLINED 19.9%.
👏1
Morning Update 15-05-2025 :
NIFTY:
Nifty opened with a gap-up and extended early gains, but encountered sharp selling pressure that dragged it into the red by mid-session. It later regained strength and closed the day with modest gains. View remains sideways consolidation in a range.
BANK NIFTY:
Bank Nifty opened marginally higher and traded in a narrow range early on, but soon slipped into the red amid selling pressure. It attempted a partial recovery in the latter half but ended the session slightly lower.View remains sideways consolidation in a range.
Nifty 50
Support Level : 24400
Resistance Level : 24850
Bank Nifty
Support Level : 54000
Resistance Level : 55500
Result corner
Eicher Motors (Q4 FY25)
- Revenue: ₹5,241 cr vs ₹4,256 cr – Growth
- Gross Profit: ₹1,056 cr vs ₹963 cr – Growth
- Net Profit: ₹1,114 cr vs ₹939 cr – Growth
Shree Cements (Q4 FY25)
- Revenue: ₹5,532 cr vs ₹5,433 cr – Growth
- Gross Profit: ₹641 cr vs ₹720 cr – Decline
- Net Profit: ₹575 cr vs ₹676 cr – Decline
Hindustan Aeronautics (Q4 FY25)
- Revenue: ₹13,700 cr vs ₹14,769 cr – Decline
- Gross Profit: ₹4,558 cr vs ₹5,257 cr – Decline
- Net Profit: ₹3,959 cr vs ₹4,297 cr – Decline
Tata Power (Q4 FY25)
- Revenue: ₹17,096 cr vs ₹15,847 cr – Growth
- Gross Profit: ₹2,129 cr vs ₹1,291 cr – Growth
- Net Profit: ₹1,223 cr vs ₹729 cr – Growth
Muthoot Finance (Q4 FY25)
- Revenue: ₹5,622 cr vs ₹4,164 cr – Growth
- Gross Profit: ₹4,012 cr vs ₹3,016 cr – Growth
- Net Profit: ₹1,444 cr vs ₹1,182 cr – Growth
Stocks in news
-KALYANKJIL eyes revenue growth through store-opening spree: Executive
-AFCONS Shapoorji Pallonji Group nears $3.4 billion record private credit deal
-JIOFIN Credit raises Rs 1,000 crore in maiden bond issue at 7.19% yield
-STERTOOLS to manufacture, market rare earth magnet-free traction motors for electric vehicles
-NEELAM-SM plans Rs 100–150 crore fundraise for expansion
-GVT&D to invest Rs 140 crore to expand manufacturing in India
-BRIGADE Company acquires 5.41 acres of land parcel in Chennai for premium residential development for ₹441.7 crore.
-COCHINSHIP Company is exploring partnerships with various entities as part of the government's initiative to promote shipbuilding and ship repair.
Quick Takeaways
-India's retail inflation eases to six-year low of 3.16% in April 2025 over cooling
-India displaces Japan as most preferred market in Asia, shows BofA survey
-India now ranks among top six nations globally in 6G patent filings: Mos Telecom
-India's vegetable oil imports dip 32% in April on lower palm oil demand
F&O Stocks in Ban : Central Depository Services (India) Ltd., Hindustan Copper Ltd., Manappuram Finance Ltd.
NIFTY:
Nifty opened with a gap-up and extended early gains, but encountered sharp selling pressure that dragged it into the red by mid-session. It later regained strength and closed the day with modest gains. View remains sideways consolidation in a range.
BANK NIFTY:
Bank Nifty opened marginally higher and traded in a narrow range early on, but soon slipped into the red amid selling pressure. It attempted a partial recovery in the latter half but ended the session slightly lower.View remains sideways consolidation in a range.
Nifty 50
Support Level : 24400
Resistance Level : 24850
Bank Nifty
Support Level : 54000
Resistance Level : 55500
Result corner
Eicher Motors (Q4 FY25)
- Revenue: ₹5,241 cr vs ₹4,256 cr – Growth
- Gross Profit: ₹1,056 cr vs ₹963 cr – Growth
- Net Profit: ₹1,114 cr vs ₹939 cr – Growth
Shree Cements (Q4 FY25)
- Revenue: ₹5,532 cr vs ₹5,433 cr – Growth
- Gross Profit: ₹641 cr vs ₹720 cr – Decline
- Net Profit: ₹575 cr vs ₹676 cr – Decline
Hindustan Aeronautics (Q4 FY25)
- Revenue: ₹13,700 cr vs ₹14,769 cr – Decline
- Gross Profit: ₹4,558 cr vs ₹5,257 cr – Decline
- Net Profit: ₹3,959 cr vs ₹4,297 cr – Decline
Tata Power (Q4 FY25)
- Revenue: ₹17,096 cr vs ₹15,847 cr – Growth
- Gross Profit: ₹2,129 cr vs ₹1,291 cr – Growth
- Net Profit: ₹1,223 cr vs ₹729 cr – Growth
Muthoot Finance (Q4 FY25)
- Revenue: ₹5,622 cr vs ₹4,164 cr – Growth
- Gross Profit: ₹4,012 cr vs ₹3,016 cr – Growth
- Net Profit: ₹1,444 cr vs ₹1,182 cr – Growth
Stocks in news
-KALYANKJIL eyes revenue growth through store-opening spree: Executive
-AFCONS Shapoorji Pallonji Group nears $3.4 billion record private credit deal
-JIOFIN Credit raises Rs 1,000 crore in maiden bond issue at 7.19% yield
-STERTOOLS to manufacture, market rare earth magnet-free traction motors for electric vehicles
-NEELAM-SM plans Rs 100–150 crore fundraise for expansion
-GVT&D to invest Rs 140 crore to expand manufacturing in India
-BRIGADE Company acquires 5.41 acres of land parcel in Chennai for premium residential development for ₹441.7 crore.
-COCHINSHIP Company is exploring partnerships with various entities as part of the government's initiative to promote shipbuilding and ship repair.
Quick Takeaways
-India's retail inflation eases to six-year low of 3.16% in April 2025 over cooling
-India displaces Japan as most preferred market in Asia, shows BofA survey
-India now ranks among top six nations globally in 6G patent filings: Mos Telecom
-India's vegetable oil imports dip 32% in April on lower palm oil demand
F&O Stocks in Ban : Central Depository Services (India) Ltd., Hindustan Copper Ltd., Manappuram Finance Ltd.
Jubilant Food reports its Q4 earnings
▶️Net Profit Up 93% at ₹49.5 Cr Vs ₹25.6 Cr (YoY)
▶️Revenue Up 19.1% at ₹1,587 Cr Vs ₹1,332.3 Cr (YoY)
▶️EBITDA Up 19.7% at ₹305.4 Cr Vs ₹255.2 Cr (YoY)
▶️Margin at 19.2% Vs 19.1% (YoY)
▶️Net Profit Up 93% at ₹49.5 Cr Vs ₹25.6 Cr (YoY)
▶️Revenue Up 19.1% at ₹1,587 Cr Vs ₹1,332.3 Cr (YoY)
▶️EBITDA Up 19.7% at ₹305.4 Cr Vs ₹255.2 Cr (YoY)
▶️Margin at 19.2% Vs 19.1% (YoY)
Hedge Trade
NIFTY 24450 PE
NIFTY 24750 CE
Good @ 20-25
Target - 40-60-90
Sl- According To Your Risk Management
NIFTY 24450 PE
NIFTY 24750 CE
Good @ 20-25
Target - 40-60-90
Sl- According To Your Risk Management