BREAKING: Pakistan says any attempt to 'stop or divert flow of water belonging to Pakistan as per Indus Waters Treaty will be considered as an Act of War'
Cyient FY25 Update:
Mixed Growth, Strong Cash Position & Strategic Wins ⚡ | MCap 13,802.69 Cr
- Group revenue: $870M (+1.5% YoY, constant currency)
- Group PAT: ₹622Cr (-15.4% YoY), EPS: ₹56.50
- Total dividend: ₹26/share (₹14 final dividend)
- DET revenue: $687.7M (-3.0% YoY)
- DET order intake: $836.1M (-7.3% YoY)
- 24 large DET deals won ($370.8M total potential)
- Group FCF: ₹688Cr (+6.2% YoY)
- DET cash position: $157M (debt-free)
- DET attrition: 16.5% (Q4 FY25)
- New subsidiary: Cyient Semiconductors (CEO: Suman Narayan)
- New CEO for Cyient DET: Sukamal Banerjee
- Strategic hydrogen project in Norway
- Alliance with Micware Navigations for mobility solutions
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Mixed Growth, Strong Cash Position & Strategic Wins ⚡ | MCap 13,802.69 Cr
- Group revenue: $870M (+1.5% YoY, constant currency)
- Group PAT: ₹622Cr (-15.4% YoY), EPS: ₹56.50
- Total dividend: ₹26/share (₹14 final dividend)
- DET revenue: $687.7M (-3.0% YoY)
- DET order intake: $836.1M (-7.3% YoY)
- 24 large DET deals won ($370.8M total potential)
- Group FCF: ₹688Cr (+6.2% YoY)
- DET cash position: $157M (debt-free)
- DET attrition: 16.5% (Q4 FY25)
- New subsidiary: Cyient Semiconductors (CEO: Suman Narayan)
- New CEO for Cyient DET: Sukamal Banerjee
- Strategic hydrogen project in Norway
- Alliance with Micware Navigations for mobility solutions
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💼 Cyient Ltd | Mar 2025 Results Out
Mixed Quarter; Decent Recovery 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹1909.20 Cr
📅 Dec 2024: ₹1926.40 Cr
📅 Mar 2024: ₹1860.80 Cr
📉 🔻0.89% QoQ, ⬆️2.60% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹252.50 Cr
📅 Dec 2024: ₹173.60 Cr
📅 Mar 2024: ₹259.10 Cr
📉 ⬆️45.45% QoQ, 🔻2.55% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹170.40 Cr
📅 Dec 2024: ₹122.30 Cr
📅 Mar 2024: ₹189.20 Cr
📉 ⬆️39.33% QoQ, 🔻9.94% YoY
🤖 Key Insights:
📌 Q4 PAT showed a strong sequential jump (+39.3%) mainly due to the high-growth DLM segment, but declined YoY (-9.9%) dragged by continued softness in the larger Digital, Engineering & Technology (DET) business. FY25 performance reflects this divergence.
📌 The company significantly missed its initial FY25 guidance, revising revenue growth downwards multiple times to a -2.7% contraction and cutting the exit margin target sharply. Achieving the stated FY26 margin goal of 16% appears challenging given the weak FY25 exit rate. 👀
📌 Strategic moves like the semiconductor business carve-out and recent acquisitions are positive steps towards higher growth areas, but integration success and turning acquired entities profitable are crucial monitorables. 🏗️💰
📌 The current TTM PE of around 22x seems lower compared to previous levels, potentially reflecting concerns about DET segment recovery and recent guidance cuts. Valuation hinges on renewed growth momentum. 📉
📌 While the long-term outlook benefits from digital engineering tailwinds, near-term challenges include reviving the core DET business amidst global uncertainties and managing the impact of the recent fair value reduction in an investment. 🏦⚠️
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Mixed Quarter; Decent Recovery 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹1909.20 Cr
📅 Dec 2024: ₹1926.40 Cr
📅 Mar 2024: ₹1860.80 Cr
📉 🔻0.89% QoQ, ⬆️2.60% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹252.50 Cr
📅 Dec 2024: ₹173.60 Cr
📅 Mar 2024: ₹259.10 Cr
📉 ⬆️45.45% QoQ, 🔻2.55% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹170.40 Cr
📅 Dec 2024: ₹122.30 Cr
📅 Mar 2024: ₹189.20 Cr
📉 ⬆️39.33% QoQ, 🔻9.94% YoY
🤖 Key Insights:
📌 Q4 PAT showed a strong sequential jump (+39.3%) mainly due to the high-growth DLM segment, but declined YoY (-9.9%) dragged by continued softness in the larger Digital, Engineering & Technology (DET) business. FY25 performance reflects this divergence.
📌 The company significantly missed its initial FY25 guidance, revising revenue growth downwards multiple times to a -2.7% contraction and cutting the exit margin target sharply. Achieving the stated FY26 margin goal of 16% appears challenging given the weak FY25 exit rate. 👀
📌 Strategic moves like the semiconductor business carve-out and recent acquisitions are positive steps towards higher growth areas, but integration success and turning acquired entities profitable are crucial monitorables. 🏗️💰
📌 The current TTM PE of around 22x seems lower compared to previous levels, potentially reflecting concerns about DET segment recovery and recent guidance cuts. Valuation hinges on renewed growth momentum. 📉
📌 While the long-term outlook benefits from digital engineering tailwinds, near-term challenges include reviving the core DET business amidst global uncertainties and managing the impact of the recent fair value reduction in an investment. 🏦⚠️
Join us @wealthmantraofficial
CYIENT Q4 CONS:
NET PROFIT UP 39% AT 170.4 CR (QOQ) , DOWN 9.9% (YOY)
REVENUE DOWN 1% AT 1909.2 CR (QOQ) , UP 2.6% (YOY)
EBIT UP 11% AT 234.8CR (QOQ) , DOWN 12 % (YOY)
MARGINS AT 12.29 % V 10.9 % (QOQ) , 14.4 % (YOY)
CO DECLARE DIVIDEND 14 RS PER SHARE
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NET PROFIT UP 39% AT 170.4 CR (QOQ) , DOWN 9.9% (YOY)
REVENUE DOWN 1% AT 1909.2 CR (QOQ) , UP 2.6% (YOY)
EBIT UP 11% AT 234.8CR (QOQ) , DOWN 12 % (YOY)
MARGINS AT 12.29 % V 10.9 % (QOQ) , 14.4 % (YOY)
CO DECLARE DIVIDEND 14 RS PER SHARE
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💼 AAVAS Financiers Ltd | Mar 2025 Results Out
Solid FY24 Performance, Q4 tempered by costs 👍
Net Profit Up 7.8% At ₹153.7 Cr Vs ₹142.6 Cr (YoY)
NII Up 14.5% At ₹371.5 Cr Vs ₹324.4 Cr (YoY)
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹636.21 Cr
📅 Dec 2024: ₹596.74 Cr
📅 Mar 2024: ₹546.02 Cr
📉 ⬆️6.61% QoQ, ⬆️16.52% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹193.22 Cr
📅 Dec 2024: ₹188.40 Cr
📅 Mar 2024: ₹177.49 Cr
📉 ⬆️2.56% QoQ, ⬆️8.86% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹153.68 Cr
📅 Dec 2024: ₹146.42 Cr
📅 Mar 2024: ₹142.62 Cr
📉 ⬆️4.96% QoQ, ⬆️7.76% YoY
🤖 Key Insights:
📌 Aavas reported robust FY24 PAT growth around 14%, though Q4 PAT growth (~8% YoY) was impacted by higher operating costs, especially employee expenses (+23% QoQ), somewhat limiting margin expansion despite strong NII. 👍
📌 Management guidance for FY25 AUM growth is 20-25%, supported by record Q4 disbursements (+39% QoQ). Maintaining spreads around 5% and managing costs will be crucial for achieving profitability targets. 🎯
📌 Asset quality remains a key strength (GNPA 0.94% end-FY24, slightly up QoQ to 1.14% in Dec'24 due to seasonality but still healthy). This provides resilience. Long-term outlook is positive due to strong affordable housing demand, though rising competition is a factor. ✅🏦
📌 The current TTM PE of ~29.8x is below the 5-year historical average (around 42x), suggesting a more reasonable valuation currently. The PEG ratio around 1.3 indicates valuation relative to past growth (5yr PAT CAGR ~23%). 👀
📌 Strong capitalization (CRAR ~44% end-FY24) and diversified funding, including the recent NCD raise plans, position the company well to fund future growth in the under-penetrated affordable housing market. 🏗️💰
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Solid FY24 Performance, Q4 tempered by costs 👍
Net Profit Up 7.8% At ₹153.7 Cr Vs ₹142.6 Cr (YoY)
NII Up 14.5% At ₹371.5 Cr Vs ₹324.4 Cr (YoY)
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹636.21 Cr
📅 Dec 2024: ₹596.74 Cr
📅 Mar 2024: ₹546.02 Cr
📉 ⬆️6.61% QoQ, ⬆️16.52% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹193.22 Cr
📅 Dec 2024: ₹188.40 Cr
📅 Mar 2024: ₹177.49 Cr
📉 ⬆️2.56% QoQ, ⬆️8.86% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹153.68 Cr
📅 Dec 2024: ₹146.42 Cr
📅 Mar 2024: ₹142.62 Cr
📉 ⬆️4.96% QoQ, ⬆️7.76% YoY
🤖 Key Insights:
📌 Aavas reported robust FY24 PAT growth around 14%, though Q4 PAT growth (~8% YoY) was impacted by higher operating costs, especially employee expenses (+23% QoQ), somewhat limiting margin expansion despite strong NII. 👍
📌 Management guidance for FY25 AUM growth is 20-25%, supported by record Q4 disbursements (+39% QoQ). Maintaining spreads around 5% and managing costs will be crucial for achieving profitability targets. 🎯
📌 Asset quality remains a key strength (GNPA 0.94% end-FY24, slightly up QoQ to 1.14% in Dec'24 due to seasonality but still healthy). This provides resilience. Long-term outlook is positive due to strong affordable housing demand, though rising competition is a factor. ✅🏦
📌 The current TTM PE of ~29.8x is below the 5-year historical average (around 42x), suggesting a more reasonable valuation currently. The PEG ratio around 1.3 indicates valuation relative to past growth (5yr PAT CAGR ~23%). 👀
📌 Strong capitalization (CRAR ~44% end-FY24) and diversified funding, including the recent NCD raise plans, position the company well to fund future growth in the under-penetrated affordable housing market. 🏗️💰
Join us @wealthmantraofficial
Tech Mahindra reports #Q4 earnings
--Net Profit Up 18.7% At ₹1,166.7 Cr Vs ₹983.2 Cr (QoQ)
--Revenue Up 0.7% At ₹13,384 Cr vs ₹13,285.6 Cr (QoQ)
--EBITDA Up 2.1% At ₹1,378 Cr Vs ₹1,350.2 Cr (QoQ)
--Margin At 10.3% Vs 10.2% (QoQ)
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--Net Profit Up 18.7% At ₹1,166.7 Cr Vs ₹983.2 Cr (QoQ)
--Revenue Up 0.7% At ₹13,384 Cr vs ₹13,285.6 Cr (QoQ)
--EBITDA Up 2.1% At ₹1,378 Cr Vs ₹1,350.2 Cr (QoQ)
--Margin At 10.3% Vs 10.2% (QoQ)
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Karachi stock market crashes as India and Pakistan test missiles
Pakistan stock market crash: Karachi-100 index slumps 1,500 pts after India suspends Indus Waters over Pahalgam attack
Pakistan stock market crash: Karachi-100 index slumps 1,500 pts after India suspends Indus Waters over Pahalgam attack
L & T TECHNOLOGY Q4 CONS.
NET PROFIT DOWN 4% AT 311 CR (QOQ) , DOWN 8.7 % (YOY)
REVENUE UP 12% AT 2982 CR (QOQ) , UP 17.5% (YOY)
EBIT DOWN 7% AT 393.9 CR (QOQ) , DOWN 8 % (YOY)
MARGINS AT 13.2 % V 15.9 % (QOQ) , 16.87 % (YOY)
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NET PROFIT DOWN 4% AT 311 CR (QOQ) , DOWN 8.7 % (YOY)
REVENUE UP 12% AT 2982 CR (QOQ) , UP 17.5% (YOY)
EBIT DOWN 7% AT 393.9 CR (QOQ) , DOWN 8 % (YOY)
MARGINS AT 13.2 % V 15.9 % (QOQ) , 16.87 % (YOY)
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AXIS BANK ST Q4
NET PROFIT DOWN 0.2 % TO 7117.5 CR YOY, UP 13% QOQ
NII UP 5.5% TO 13810 CR YOY, UP 2% QOQ
OPERATING PROFIT UP 2 % TO 10,752 CR QOQ
PROVISION DOWN 37 % TO 1359 CR QOQ
GROSS NPA DOWN 9 % TO 14,490 CR QOQ
NET NPA DOWN 2 % TO 3685 CR QOQ
GROSS NPA AT 1.28 % V 1.46 % QOQ
NET NPA AT 0.33 % V 0.35 % QOQ
CO DECLARED DIVIDEND 1 RS
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NET PROFIT DOWN 0.2 % TO 7117.5 CR YOY, UP 13% QOQ
NII UP 5.5% TO 13810 CR YOY, UP 2% QOQ
OPERATING PROFIT UP 2 % TO 10,752 CR QOQ
PROVISION DOWN 37 % TO 1359 CR QOQ
GROSS NPA DOWN 9 % TO 14,490 CR QOQ
NET NPA DOWN 2 % TO 3685 CR QOQ
GROSS NPA AT 1.28 % V 1.46 % QOQ
NET NPA AT 0.33 % V 0.35 % QOQ
CO DECLARED DIVIDEND 1 RS
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PAKISTAN SAYS: STRENGTH OF INDIAN HIGH COMMISSION IN ISLAMABAD WILL BE REDUCED TO 30 DIPLOMATS AND STAFF MEMBERS, WITH EFFECT FROM APRIL 30
PAKISTAN SAYS: VEHEMENTLY REJECTS INDIAN ANNOUNCEMENT TO HOLD THE INDUS WATERS TREATY IN ABEYANCE
PAKISTAN SAYS: VEHEMENTLY REJECTS INDIAN ANNOUNCEMENT TO HOLD THE INDUS WATERS TREATY IN ABEYANCE
SOMI CONVEYOR:
Co. Secures Rs 48.6 Cr Orders from NLC India & MSPGCL
Won orders worth Rs 4,864.54 lakh in March 2025
Major order from NLC India for 24,300m steel cord conveyor belts (Rs 47.8 Cr, 7–8 months execution)
Additional order from Maharashtra State Power Gen. Co. for 3,750m belts (Rs 0.84 Cr, 3–6 months execution)
Both contracts are domestic and non-related party transactions
Co. Secures Rs 48.6 Cr Orders from NLC India & MSPGCL
Won orders worth Rs 4,864.54 lakh in March 2025
Major order from NLC India for 24,300m steel cord conveyor belts (Rs 47.8 Cr, 7–8 months execution)
Additional order from Maharashtra State Power Gen. Co. for 3,750m belts (Rs 0.84 Cr, 3–6 months execution)
Both contracts are domestic and non-related party transactions