Asia Rallies, FIIs Exit, Earnings Ignite — Corporate India Delivers, Markets Stay on Edge

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FII and DII Trading Activity May 19, 2025 in Cash market:

FIIs: Net Sell of ₹525.95 crore

DIIs: Net Sell of ₹237.93 crore

 

Results Today

Arvind SmartSpaces, Aster DM Healthcare, Automotive Axles, Dixon Technologies (India), Dredging Corporation of India, EIH, Electronics Mart India, Fineotex Chemical, Fortis Healthcare, Gabriel India, Gland Pharma, Godawari Power and Ispat, Gujarat State Fertilizers & Chemicals, Hindalco Industries, Johnson Controls-Hitachi Air Conditioning India, J. Kumar Infraprojects, JK Tyre & Industries, Kirloskar Industries, Laxmi Organic Industries, Man Infraconstruction, Max Healthcare Institute, NHPC, Religare Enterprises, Sanghvi Movers, Sequent Scientific, Solar Industries India, Torrent Pharmaceuticals, Updater Services, United Spirits, Whirlpool of India and Zydus Lifesciences.

 

Quarterly Corporate Earnings

 

Karur Vysya Bank Q4 FY25 Results Highlights (YoY):

- Net Interest Income up 9% at Rs 1,089 crore versus Rs 998 crore.

- Gross NPA at 0.76% versus 0.83%. (QoQ)

- Net NPA flat at 0.2%. (QoQ)

- Provisions down 45% at Rs 161 crore versus Rs 293 crore.

- Provisions up 9.5% at Rs 161 crore versus Rs 147 crore. (QoQ)

- Net Profit up 12.5% to Rs 513 crore versus Rs 456 crore.

Eris Lifesciences Q4 FY25 Results Highlights (Consolidated, YoY):

- Revenue up 28% at Rs 705.3 crore versus Rs 551 crore.

- Net Profit up 32% at Rs 93.8 crore versus Rs 71 crore 

- 18 crore deferred tax credit in Q4 FY24.

NLC India Q4 FY25 Results Highlights (Consolidated, YoY):

- Revenue up 8.3% at Rs 3,836 crore versus Rs 3,541 crore.

- Net profit up at Rs 482 crore versus Rs 114 crore.

- Income of 820.64 crore in current quarter due to movement in the regulatory referral account.

- Deferred tax Credit of 108 crore in Q4 FY24.            

Bharat Electronics Q4 FY25 Highlights (Consolidated, YoY):

- Revenue up 6.8% to Rs 9,149 crore versus Rs 8,564 crore.

- Net Profit up 18.4% to Rs 2,127 crore versus Rs 1,797 crore.

- Other Expenses fall by 33% which aided EBITDA.

IRB Infrastructure Developers Q4 FY25 Earnings Highlights (Consolidated, YoY):

- Revenue up 4.3% at Rs 2,149 crore versus Rs 2,061 crore.

- Net profit up 13.7% at Rs 215 crore versus Rs 189 crore.

Power Grid Q4 FY25 Highlights (Consolidated, YoY):

- Revenue up 2.5% to Rs 12,275.35 crore versus Rs 11,978.11 crore.

- Net profit down 0.6% to Rs 4,142.87 crore versus Rs 4,166.33 crore.

Doms Industries Q4 FY25 Results Highlights (Consolidated, YoY):

- Revenue up 26% at Rs 509 crore versus Rs 404 crore.

- Net profit up 7.2% at Rs 48.4 crore versus Rs 45.2 crore.

Globus Spirits Q4 FY25 Results Highlights (Consolidated, YoY):

- Revenue up 11% at Rs 655 crore versus Rs 590 crore.

- Net Profit up at Rs 5.5 crore versus Rs 25 lakh.

Borosil Q4 FY25 Results Highlights (Consolidated, YoY):

- Revenue up 15.7% at Rs 270 crore versus Rs 233 crore.

- Net Profit up at Rs 11 crore versus Rs 5 crore.

Honda India Power Products Q4 FY25 Results Highlights (YoY):

- Revenue up 16.2% at Rs 269 crore versus Rs 231 crore.

- Net Profit up at Rs 36.2 crore versus Rs 15.8 crore.

Gujarat Gas Q4 FY25 Results Highlights (Standalone, QoQ):

- Revenue down 1% to Rs 4,102 crore versus Rs 4,152 crore.

- Net Profit up 29% to Rs 287 crore versus Rs 222 crore. 

GMR Power Q4 FY25 Highlights (Consolidated, YoY):

- Revenue up 6.3% to Rs 1,737 crore versus Rs 1,634 crore.

- Net profit down 73% to Rs 43.7 crore versus Rs 162 crore.

Redington Ltd Q4 FY25 Highlights (Consolidated, YoY):

- Revenue up 17.9% to Rs 26,439.68 crore versus Rs 22,433.41 crore.

- Net profit up 104.3% to Rs 665.62 crore versus Rs 325.59 crore.

DLF Q4 FY25 Results Highlights (Consolidated, YoY):

- Revenue up 46.5% to Rs 3,128 crore versus Rs 2,135 crore.

- Net Profit up 39% to Rs 1,282 crore versus Rs 921 crore.

Innova Captab Q4 FY25 Highlights (Consolidated, YoY):

- Revenue up 19.8% to Rs 315 crore versus Rs 263 crore.

- Net profit up 2.8% to Rs 29.5 crore versus Rs 28.7 crore.

PI Industries Q4 FY25 Highlights (Consolidated, YoY): 

- Revenue up 2.6% to Rs 1,787 crore versus Rs 1,741 crore.

- Net profit down 10.7% to Rs 330.5 crore versus Rs 370 crore.

Petronet LNG Q4 FY25 Results Highlights (Standalone, QoQ): 

- Revenue up 0.7% to Rs 12,316 crore versus Rs 12,227 crore

- Net profit up 23.4% to Rs 1,070 crore versus Rs 867 crore

HEG Q4 FY25 Highlights (Consolidated, YoY): 

- Revenue down 0.9% to Rs 542 crore versus Rs 547 crore.

- Net loss of Rs 73.7 crore versus a net profit of Rs 32.9 crore.

Restaurant Brands Asia Q4 FY25 Highlights (Standalone, YoY):

- Revenue up 11.6% to Rs 490 crore versus Rs 439 crore.

- Net loss of Rs 25.4 crore versus net loss of Rs 31 crore.

JK Paper Q4 FY25 Results Highlights (Consolidated, YoY):

- Revenue down 1.7% at Rs 1,689 crore versus Rs 1,719 crore.

- Net profit down 72.4% at Rs 76.2 crore versus Rs 276 crore.

Hindustan Foods Q4 FY25 Results Highlights (Consolidated, YoY):

- Revenue up 27.7% at Rs 933 crore versus Rs 731 crore.

- Net profit up 34% at Rs 30.7 crore versus Rs 23 crore.

Northern Arc Q4 FY25 Highlights (Consolidated, YoY):

- Revenue up 7.7% to Rs 603 crore versus Rs 560 crore.

- Net profit down 57.4% to Rs 37.8 crore versus Rs 88.8 crore.

Sun Pharma Advanced Research Q4 FY25 Results Highlights (Consolidated, YoY):

- Revenue up 64.2% at Rs 27 crore versus Rs 16.6 crore.

- Net loss reduced to Rs 60 crore from a loss of Rs 106 crore.

Acme Solar Q4 FY25 Highlights (Consolidated, YoY):

- Revenue up 65.1% to Rs 487 crore versus Rs 295 crore.

- Net profit down 76.9% to Rs 123 crore versus Rs 532 crore.

CMS Info Systems Q4 FY25 Highlights (Consolidated, QoQ):

- Revenue up 6.5% to Rs 619 crore versus Rs 581 crore.

- Net profit up 4.8% to Rs 97.5 crore versus Rs 93 crore.

Carysil Q4 FY25 Highlights (Consolidated, YoY):

- Revenue up 7.1% to Rs 204 crore versus Rs 190.5 crore.

- Net profit up 19.6% to Rs 18.6 crore versus Rs 15.5 crore.

New India Assurance Q4 FY25:

- Net Profit up 4.5% at Rs 322 crore versus Rs 308 crore.

- Total Income up 1.2% at Rs 11,009 crore versus Rs 10,875 crore.

Marksans Pharma Q4 FY25 Results Highlights (Consolidated, YoY):

- Revenue up 26.5% at Rs 708 crore versus Rs 560 crore.

- Net Profit up 15.7% at Rs 90.5 crore versus Rs 78.2 crore.

Quess Corp Q4 FY25 Results Highlights (Consolidated, QoQ):

- Revenue down 9% at Rs 3,656 crore versus Rs 4,019 crore

- Net loss of Rs 95.5 crore versus profit of Rs 41.7 crore

- To pay final dividend of Rs 6 per share.

Pfizer Q4 FY25 Results Highlights (Consolidated, YoY):

- Revenue up 8.3% to Rs 591.91 crore versus Rs 546.63 crore

- Net Profit up 85% to Rs 330.94 crore versus Rs 178.86 crore

- To pay final dividend of Rs 35 per share.

 

Key Corporate Developments and Updates:

 

Vodafone Idea: The Supreme Court rejected the fresh petition by Vodafone Idea, Bharti Airtel, and others regarding adjusted gross revenue (AGR) dues, calling the plea "misconceived".

HCLTech: Appointed Kiran Cherukuri as the Global Capability Center Practice Leader.

Ashok Leyland: May consider a proposal for issuing bonus shares during its board meeting on May 23.

Shyam Metalics & Energy: Entered the wagon manufacturing sector with a greenfield facility in Kharagpur, West Bengal. The facility, developed under subsidiary Ramsarup Industries, will produce 4,800 wagons annually in two phases, starting operations by March 2026.

Bajaj Auto: Clarified that its subsidiary, Bajaj Auto International Holdings BV (Netherlands), is in talks and exploring options to participate in KTM AG’s restructuring plan approved by creditors.

Acme Solar Holdings: Commissioned Phase-II of a solar project in Bikaner, Rajasthan.

JSW Infrastructure: Promoter sold a 2% stake in the company through a market transaction.

Azad Engineering: Signed a five-year agreement with Nuovo Pignone Sr to supply complex and critical components.

Power Grid Corp: Fully exited joint ventures by selling stakes in Torrent Power Grid and Sikkim Power Transmission.

Adani Ports: Will consider issuing non-convertible debentures via private placement on May 22.

Cipla: Its arm, Jay Precision, to acquire a 26% stake in Ampin Energy C&I Eighteen for up to Rs 1.4 crore. The investment is for a solar project in Maharashtra.

HFCL: Received a purchase order worth Rs 173.72 crore to supply locally manufactured telecom networking equipment for a domestic telecom company's 5G network.

Rail Vikas Nigam: Emerged as the lowest bidder for a Rs 178.64 crore project from IRCON International, involving supply and installation of signalling, telecommunications, and electronic interlocking systems at 10 new stations.

 

 Bulk Deals 

 

 Ami Organics: 

Promoters Nareshkumar Ramjibhai Patel and Chetankumar Chhaganlal Vaghasia have sold a 6.59% stake in the company at a price of Rs 1,115 per share to Kotak Mahindra Mutual Fund.

 Bharat Bijlee: 

Mahindra Manulife Mutual Fund sold 1 lakh shares in the company at an average price of Rs 3,089.64 per share.

 Le Travenues Technology (Ixigo): 

Saif Partners India IV sold a 1.1% stake in the company at an average price of Rs 178 per share.

 Mangalam Organics: 

Niveshaay Hedgehogs Fund bought 50,426 equity shares in the company at an average price of Rs 574.91 per share.

 

 SME Listing on May 20 

Integrity Infrabuild Developers

 Stock Trades Ex-Date for Income Distribution (InvIT) 

IndiGrid Infrastructure Trust

 Stocks in F&O ban 

Hindustan Copper, Manappuram Finance, Titagarh Rail Systems

 

Source: NDTV Profit, Moneycontrol, NSE India, Investing.com