ICICI Bank, NTPC, IDFC First Bank, Yes Bank, Balkrishna Industries, Gujarat Ambuja Exports, Go Fashion (India), JK Cement, Macrotech Developers, NTPC Green Energy, SBFC Finance, and Transport Corporation of India are all scheduled to release their quarterly earnings on January 25. These companies will be in focus, as their performance could significantly impact their respective sectors, including banking, industrials, and consumer goods.
Dr. Reddy’s Laboratories reported a 2.5% increase in its Q3 profit, amounting to ₹1,413.3 crore, up from ₹1,378.9 crore in the same period last year. Revenue grew by 15.9% to ₹8,358.6 crore, while EBITDA increased by 8.9% to ₹2,298.2 crore. Despite these growths, its EBITDA margin dropped by 180 basis points to 27.5% from 29.3%, which might cause some concern regarding margin pressures moving forward.
UltraTech Cement, India’s largest cement manufacturer, reported a 17.3% decline in its Q3 net profit, which fell to ₹1,470 crore, largely due to weak price realizations despite higher volumes. Revenue grew marginally by 2.7% to ₹17,193 crore, suggesting that while sales volumes increased, the company struggled with pricing power in a competitive market.
Indus Towers posted a remarkable performance with a YoY rise in net profit to ₹4,000 crore, compared to ₹1,540 crorelast year. The company saw revenue growth to ₹7,647 crore, and EBITDA surged to ₹6,997 crore, reflecting an EBITDA margin of 92.71%, which is a massive improvement from 50.31% in the previous year. This solid performance is a strong indicator of the company’s leadership in the telecom infrastructure space.
HPCL (Hindustan Petroleum Corporation Limited) reported a robust Q3 standalone net profit of ₹3,023 crore, a sharp increase from ₹630 crore in the previous quarter. Revenue climbed to ₹1,18,000 crore, driven by higher crude oil prices. The company also saw a significant jump in its EBITDA, showcasing its ability to capitalize on refining margins.
Adani Green Energy saw a strong YoY increase in its Q3 net profit, reaching ₹492 crore, up from ₹260 crore last year. However, the company’s EBITDA margin declined slightly to 67.7% from 72.1%. Revenue stood at ₹2,365 crore, showing a modest increase compared to ₹2,311 crore in Q3 FY24. This performance reflects the ongoing growth in renewable energy, but the slight margin decline could be a point of concern for investors.
United Spirits showed strong growth in its Q3 standalone net profit, which rose to ₹473 crore, up from ₹348 crore in the same period last year. Revenue also grew to ₹3,433 crore, surpassing market expectations. The company reported an improved EBITDA margin of 17.13%, signaling a positive outlook for the company’s operational efficiency in the coming quarters.
Tejas Networks reported a turnaround, posting a net profit of ₹165 crore in Q3, compared to a loss of ₹50.6 crore in the same quarter last year. Revenue surged to ₹2,642 crore, up from ₹539 crore, a sign of strong growth in its telecom equipment business. The company’s impressive EBITDA margin of 14.04% further reflects its recovery.
Mankind Pharma reported a decline in net profit to ₹380 crore from ₹466 crore last year. However, the company’s revenue increased to ₹3,230 crore, up from ₹2,600 crore, indicating a strong top-line performance. The EBITDA margin also expanded to 25.7%, showing improved operational efficiency despite the dip in net profit.
Amber Enterprises India reported a significant improvement in profitability, with a Q3 net profit of ₹35.9 crore, compared to a loss of ₹4.8 crore last year. Revenue increased to ₹2,133 crore, up from ₹1,295 crore, signaling strong demand for its air conditioning products and other consumer appliances.
Suryoday Small Finance Bank posted a decline in standalone net profit to ₹33.3 crore, down from ₹57.2 crore last year. However, the bank’s interest income rose to ₹488 crore from ₹410 crore. The bank’s gross NPA increased to 5.53%, which is a major concern, as the rise in non-performing assets could negatively impact its future growth trajectory.
Ujjivan Small Finance Bank reported a decline in standalone net profit to ₹109 crore, compared to ₹300 crore last year. The bank saw an increase in gross NPA to 2.68% from 2.18%, signaling a potential increase in bad loans. Despite these concerns, the bank’s interest income increased to ₹1,591 crore, indicating some resilience in its core operations.
Greaves Cotton reported a YoY drop in net profit to ₹20.8 crore, from ₹58 crore last year. However, the company saw revenue growth to ₹751 crore, up from ₹660 crore. Its EBITDA margin of 5.29% reflects better operational efficiency, though the drop in profit indicates margin pressures in the market.
Nippon Life India AMC reported a slight YoY increase in net profit to ₹296 crore, compared to ₹284 crore last year. Revenue also increased to ₹588 crore from ₹423 crore, reflecting steady growth in the asset management industry despite market headwinds.
Zee Entertainment Enterprises delivered a strong Q3 performance, with net profit surging to ₹164 crore, compared to ₹58.5 crore in the previous year. The company’s EBITDA rose to ₹320 crore, reflecting better operational efficiency and growth in its media business. The improved EBITDA margin of 16.21% is a positive sign for investors.
IEX (Indian Energy Exchange) reported a YoY rise in net profit to ₹107 crore, driven by higher trading volumes. Revenue also increased to ₹132 crore, up from ₹115 crore, while its EBITDA stood at ₹113 crore, reflecting a strong EBITDA margin of 85.66%. These results underscore the company’s dominance in the energy trading market.
HFCL secured a major order worth ₹2,168 crore, which is expected to significantly enhance its future revenue and profitability. The order is related to telecom infrastructure and technology solutions, boosting the company’s prospects in the growing digital and telecom sectors.
NHPC (National Hydroelectric Power Corporation) formed a joint venture with Andhra Pradesh Power Generation Corporation (APGENCO) to establish NHPC Green Energy, marking its push into renewable energy. This partnership signals NHPC’s strategic shift toward sustainable and clean energy sources.
Adani Wilmar commenced operations at its new food processing plant in Gohana, which is expected to contribute positively to the company’s revenue growth in the coming quarters. This expansion represents its ongoing efforts to strengthen its position in the food and agro-products sector.
Intellect Design Arena has entered into a partnership with Central 1 Credit Union, taking on responsibility for its digital banking operations. This collaboration is a strategic move to enhance Intellect’s position in the growing digital banking and fintech space, aligning with the industry’s trend toward digital transformation.
Syngene International reported strong growth in Q3, with EBITDA rising to ₹280 crore, up from ₹230 crore last year. The company’s EBITDA margin also increased to 30.05%, reflecting better operational efficiency in its contract research and manufacturing business.
SG Mart posted a YoY rise in net profit to ₹27.6 crore, compared to ₹17.2 crore last year. The company’s revenue grew to ₹1,282 crore, up from ₹748 crore, signaling solid growth in its retail and consumer business.
Sona BLW Precision Forgings reported a YoY rise in net profit to ₹151 crore, compared to ₹133 crore last year. Revenue also grew to ₹868 crore, up from ₹782 crore, while EBITDA stood at ₹234 crore, indicating strong growth in its automotive components business.
Thyrocare Technologies posted a YoY increase in net profit to ₹19.1 crore, up from ₹15.3 crore last year. Revenue also grew to ₹166 crore, up from ₹135 crore, reflecting steady demand for its diagnostic and health-related services.
TAC Infosec announced that its U.S.-based subsidiary, TAC Security Inc., plans to establish a wholly owned subsidiary, Vulman Ltd, in the UK. This move is part of the company’s global expansion strategy in the cybersecurity sector, aligning with the growing demand for security solutions across international markets.
These companies will be under close scrutiny as their earnings results are released. Their performances will likely impact investor sentiment across multiple sectors, with some companies showing resilience while others face challenges in the current economic climate.
