Today's Market at 08:30am
US Market (Futures)
Nasdaq =+4.90
Dow Jones = +171.60
S&P 500 = -11.70
European (Futures)
Ftse 100 = +2.80
Cac 40 = +7.10
&nbs...
Today's Market at 08:30am
US Market (Futures)
Nasdaq =+4.90
Dow Jones = +171.60
S&P 500 = -11.70
European (Futures)
Ftse 100 = +2.80
Cac 40 = +7.10
Dax = +35.00
Asian
Nikkei 225 = -440.63
ASX 200 = +18.60
Straits Times = +13.37
Hang Seng = -25.65
KOSPI = -6.39
Taiwan weighted = +8.17
Shanghai (SSE) = -14.29
Gift Nifty = 24735.50 (-32.00)
FII and DII Trading Activity May 14, 2025 in Cash market:
FIIs: Net Buy of ₹931.80 crore
DIIs: Net Buy of ₹316.31 crore
Results Today
LIC Housing Finance, PB Fintech, Abbott India, Allied Blenders and Distillers, Balrampur Chini Mills, CESC, Crompton Greaves Consumer Electricals, Endurance Technologies, Gujarat Mineral Development Corporation, Godfrey Phillips India, Godrej Industries, G R Infraprojects, INOX India, ITC Hotels, JSW Energy, Kaynes Technology India, Medi Assist Healthcare Services, NCC, Patanjali Foods, Tube Investments of India, Websol Energy System, and Welspun Enterprises will announce their March quarter earnings on May 15.
Key Corporate Developments and Updates
Wipro: Announced a digital transformation partnership with Hachette UK, focusing on implementing systems, applications, and products in data processing.
Brigade Enterprises: Acquired a 5.41-acre prime land parcel in Chennai with an estimated gross development value of Rs 1,600 crore. The acquisition cost is Rs 441.70 crore.
Hindustan Unilever: Received approval from BSE and NSE for a demerger with Kwality Wall’s.
Kirloskar Brothers: Appointed Bhavesh Chheda as Chief Financial Officer and re-appointed Sanjay Kirloskar as Managing Director.
Poonawalla Fincorp: Approved issuance of non-convertible debentures worth up to Rs 750 crore on a private placement basis.
Infosys: Completed the sale of its stake in the Japan-based HIPUS joint venture to Mitsubishi Heavy Industries on May 14, 2025.
Yes Bank: Informed via investor presentation that Sumitomo Mitsui Banking Corporation will have the right to nominate two board members.
Lloyds Metals and Energy: Received CCI approval for the demerger of Thriveni Earthmovers’ Mining Development & Operations business into Thriveni Earthmovers and Infra, and to subscribe to shares in the new entity.
Angel One: Approved the transfer of its securities broking business to its subsidiary, Angel Securities.
Cochin Shipyard: Issued a clarification stating it's evaluating multiple partnership opportunities as part of the government’s shipbuilding and repair initiative, countering reports of a joint venture with HD Hyundai.
Wendt India: Wendt GmbH, Germany, the parent company, will sell up to a 37.5% stake in the company through an offer-for-sale (OFS), which includes a 7.5% green shoe option. The floor price is set at Rs 6,500 per share. The OFS will be open to non-retail investors on May 15 and to retail investors on May 16.
Genesys International Corporation: The company launched its Qualified Institutions Placement (QIP) issue on May 14, with the floor price set at Rs 665.60 per share.
Shilpa Medicare:
Subsidiary Shilpa Pharma Lifesciences' Unit-1 has received an Establishment Inspection Report (EIR) from the US FDA. The site has been classified as Voluntary Action Indicated (VAI) following an inspection conducted between March 3 and March 7.
State Bank of India: The Board will meet on May 20 to consider long-term fund raising of up to $3 billion through a public offer or private placement of senior unsecured notes in US dollars or other major foreign currencies, in single or multiple tranches, during FY26.
Gensol Engineering: The Indian Renewable Energy Development Agency (IREDA) has filed a bankruptcy application against Gensol Engineering. Gensol owes Rs 510 crore (approximately $59.73 million) to IREDA.
Earnings Reactions To Watch:
Eicher Motors Q4 Highlight (Consolidated, YoY):
- Revenue up 23.1% to Rs 5,241 crore versus Rs 4,256 crore
- Ebitda up 11.4% to Rs1,257.7 crore versus Rs 1,128.64 crore
- Margin at 24% versus 26.5%
- Net Profit up 27.3% to Rs 1,362.15 crore versus Rs 1,070.45 crore
- Recommended final dividend of Rs 70 per equity share for FY25.
Tata Power Q4 Highlight (Consolidated, YoY):
- Revenue up 7.9% to Rs 17,096 crore versus Rs 15,846.6 crore
- Ebitda up 39.2% to Rs 3,245.6 crore versus Rs 2,332 crore
- Margin at 19% versus 14.7%
- Net Profit up 16.5% to Rs 1,043 crore versus Rs 895 crore
Kirloskar Oil Engines Q4 FY25 Results Highlights (Consolidated, YoY):
- Revenue up 5.6% at Rs 1,753 crore versus Rs. 1,660 crore
- Net Profit down 11.8% at Rs 131 crore versus Rs 149 crore
Eclerx Services Q4 FY25 Results Highlights (Consolidated, QoQ):
- Revenue up 5.2% at Rs 898 crore versus Rs 854 crore
- Net Profit up 11% at Rs 152 crore versus Rs 137 crore
Brigade Enterprises Q4 FY25 Highlights (Consolidated, YoY):
- Revenue down 14% to Rs 1,460 crore versus Rs 1,702 crore.
- Net profit up 19.8% to Rs 247 crore versus Rs 206 crore.
Baazar Style Q4 FY25 Results Highlights (Consolidated, YoY):
- Revenue up 54.5% at Rs 345 crore versus Rs 223 crore
- Net loss Rs 6.4 crore
Le Travenues Q4 FY25 Results Highlights (Consolidated, QoQ):
- Revenue up 17.6% at Rs 284 crore versus Rs 242 crore
- Net Profit up 7.7% at Rs 16.7 crore versus Rs 15.5 crore
Torrent Power Q4 Highlight (Consolidated, YoY):
- Revenue down 1.1% to Rs 6,456.3 crore versus Rs 6,528.6 crore
- Ebitda up 2% to Rs 1,130.79 crore versus Rs 1,109.09 crore
- Margin at 17.5% versus 17%
- Net Profit up 146.5% to Rs 1,060 crore versus Rs 430 crore
- Deferred tax credit of 590 crore in current quarter.
- In current year, Company received Income tax refunds (including interest income) of Rs 427 crore pertaining to earlier years.
- To raise up to Rs 3,000 crore via NCDs.
Muthoot Finance Q4 FY25 Earnings Highlights (Standalone, YoY):
- Net Profit up 42.7% at Rs 1,508 crore versus Rs 1,056 crore
- NII up 36.01% at Rs 2,904 crore versus Rs 2,135 crore.
- GNPA at 3.41% versus 4.22% (QoQ)
- Total Income up 43% at Rs 4,889 crore versus Rs 3,418 crore
Hitachi Energy Q4 FY25 Results Highlights (YoY):
- Revenue up 11% at Rs 1,884 crore versus Rs 1,695 crore
- Net Profit up 61.8% at Rs 184 crore versus Rs 114 crore
Lupin Q4 Highlights (Consolidated, YoY):
- Revenue up 14.2% to Rs 5,667 crore versus Rs 4,961 crore.
- Ebitda up 32.5% to Rs 1,321 crore versus Rs 997 crore.
- Margin at 23.3% versus 20%.
- Net profit up 114.9% to Rs 772 crore versus Rs 359 crore.
Sagility India Q4 Highlights (Consolidated, YoY):
- Revenue up 22% to Rs 1,568 crore versus Rs 1,283 crore.
- Net profit up 127.7% to Rs 182.6 crore versus Rs 80.2 crore.
Shree Renuka Sugar Q4 (Consolidated, YoY):
- Revenue down 21.66% at Rs 2713 crore versus Rs 3463 crore.
- Net profit at Rs 91.6 crore versus loss of Rs 112 crore.
- Other Income aided PAT, other Income at 61.3 crore vs 10 crore
Tilaknagar Industries Q4 FY25 Results Highlights (Consolidated, YoY):
- Revenue up 14.3% at Rs 881 crore versus Rs 770 crore
- Net Profit up at Rs 77.3 crore versus Rs 31.4 crore
ADF Foods Q4 Earnings (Consolidated, YoY):
- Revenue up 3.5% at Rs 159 crore versus Rs 153.6 crore
- Net Profit down 36% at Rs 16.4 Cr versus Rs 26 crore
Karnataka Bank Q4 FY25 Results Highlights (YoY):
- Net Profit down 8% at Rs 252 crore versus Rs 274 crore
- Net NPA at 1.31% versus 1.39% (QoQ)
- Gross NPA at 3.08% versus 3.11% (QoQ)
- Net interest income down 6% at Rs 781 crore versus Rs 834 crore
- Provisions down 83% at Rs 31 crore versus Rs 185 crore
Indian Hume Pipes Q4 FY25 Results Highlights (YoY):
- Revenue down 3% at Rs 395 crore versus Rs 407 crore
- Net profit at Rs 499 crore versus Rs 44 crore
- Note: Includes an exceptional gain of Rs 545 crore due to selling of freehold land in Bengaluru in the current quarter.
- Further, tax on such gain amounting to 277 crore is included in the current tax for the quarter / year.
LMW Q4 FY25 Results Highlights (Consolidated, YoY):
- Revenue down 17.2% at Rs 804 crore versus Rs 971 crore
- Net Profit down 27.6% at Rs 47.8 crore versus Rs 66 crore
Transport Corp India Earnings Q4 (Consolidated, YoY):
- Revenue up 9.3% at Rs 1,179 crore versus Rs 1,079 crore
- Net Profit up 11.9% at Rs 114 crore versus Rs 102 crore
Akzo Nobel India Q4 FY25 Results Highlights (Consolidated, YoY):
- Revenue up 9.1% to Rs 1,022.00 crore versus Rs 937.00 crore
- Net Profit down 0.3% to Rs 108.40 crore versus Rs 108.70 crore
AGI Greenpac Q4 FY25 Results Highlights (YoY):
- Revenue up 13.3% at Rs 704.8 crore versus Rs 622.3 crore
- Net profit up 40% at Rs 96.6 crore versus Rs 64.6 crore
Apollo Tyres Q4 Earnings (Consolidated, YoY):
- Revenue up 2.6% at Rs 6,424 crore versus Rs 6,258 crore.
- EBITDA down 18.5% at Rs 837 crore versus Rs 1,028 crore
- Margin at 13% versus 16.4%
- Net Profit down 47.9% at Rs 185 crore versus Rs 354 crore
- One-Time Loss of Rs 119 Cr in Q4.
Piramal Pharma Q4 Earnings (Consolidated, YoY):
- Revenue up 7.9% at Rs 2,754 crore versus Rs 2,552 crore
- Net Profit up 51.6% at Rs 153 crore versus Rs 101 crore
Dollar Industries Q4 Earnings (Consolidated, YoY):
- Revenue up 9.8% at Rs 549 crore versus Rs 500 crore.
- Net Profit down 11.6% at Rs 29.2 crore versus Rs 33.1 crore.
- To Pay Final Dividend of Rs 3 per share.
JB Chemicals And Pharma Q4 FY25 Results Highlights (Consolidated, YoY):
- Revenue up 10% at Rs 949 crore versus Rs 862 crore
- Net Profit up 15.5% at Rs 146 crore versus Rs 126 crore
Jubilant FoodWorks Q4 Highlight (Consolidated, YoY)
- Revenue up 33.6% to Rs 2,103 crore versus Rs 1,574 crore
- Ebitda up 24.7% to Rs 389 crore versus Rs 312 crore
- Margin at 18.5% versus 19.8%
- Net Profit down 76.9% to Rs 48 crore versus Rs 207.5 crore
- The company had an exceptions gain of Rs 170 crore in Q4 FY24.
Bulk Deals
Edelweiss Financial Services:
Miri Strategic Emerging Markets Fund LP acquired a 1.17% stake at an average price of Rs 88.55 per share, while CLSA Global Markets Pte Ltd-ODI sold a 1.19% stake at the same price.
Block Deals
Info Edge (India):
Citigroup Global Markets Mauritius acquired 2,12,700 equity shares at an average price of Rs 1,464.5 per share, from Morgan Stanley Asia Singapore Pte.
Max Healthcare Institute:
Citigroup Global Markets Mauritius bought 2,58,242 equity shares at an average price of Rs 1,172 per share, also from Morgan Stanley Asia Singapore Pte.
Navin Fluorine International:
SBI Mutual Fund acquired 2.1 lakh shares at an average price of Rs 4,287 per share, from promoter Vishad Padmanabh Mafatlal.
Waaree Energies:
Citigroup Global Markets Mauritius bought 60,398 equity shares at an average price of Rs 2,690.1 per share, from Morgan Stanley Asia Singapore Pte.
Stocks Trade Ex-Dividend
BEML, Great Eastern Shipping Company, Manappuram Finance
Stock Trades Ex-Date for Rights
Indra Industries
Stocks in F&O ban
Central Depository Services, Hindustan Copper, Manappuram Finance
Source: NDTV Profit, Moneycontrol, NSE India, Investing.com
