Commerce Minister: Steel Industry a Backbone of the Indian Economy
- Steel industry has played a crucial role in India's economic growth.
- Production-linked incentives (PLIs) have been introduced to support the sector.
- Economies of scale will help make steel more cost-effective.
- The 'Make in India' initiative will create significant opportunities for domestic steel producers.
- Steel industry has played a crucial role in India's economic growth.
- Production-linked incentives (PLIs) have been introduced to support the sector.
- Economies of scale will help make steel more cost-effective.
- The 'Make in India' initiative will create significant opportunities for domestic steel producers.
ORIENTAL HOTELS:
Q4 SL NET PROFIT 177M RUPEES VS 163M (YOY)
Q4 REVENUE 1.33B RUPEES VS 1.07B (YOY)
Q4 EBITDA 389M RUPEES VS 266M (YOY)
Q4 EBITDA MARGIN 29.38% VS 24.83% (YOY)
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Q4 SL NET PROFIT 177M RUPEES VS 163M (YOY)
Q4 REVENUE 1.33B RUPEES VS 1.07B (YOY)
Q4 EBITDA 389M RUPEES VS 266M (YOY)
Q4 EBITDA MARGIN 29.38% VS 24.83% (YOY)
Join us @wealthmantraofficial
💼 Oriental Hotels Ltd | Mar 2025 Results Out
Strong Q4 Performance 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹132.53 Cr
📅 Dec 2024: ₹121.90 Cr
📅 Mar 2024: ₹107.48 Cr
📉 ⬆️8.72% QoQ, ⬆️23.31% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹26.47 Cr
📅 Dec 2024: ₹21.87 Cr
📅 Mar 2024: ₹20.99 Cr
📉 ⬆️21.03% QoQ, ⬆️26.11% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹17.87 Cr
📅 Dec 2024: ₹14.36 Cr
📅 Mar 2024: ₹16.50 Cr
📉 ⬆️24.44% QoQ, ⬆️8.30% YoY
🤖 Key Insights:
📌 Delivered a strong Q4 with revenue up 23.3% YoY and PAT up 8.3% YoY, reflecting healthy demand in the hospitality sector. 👍
📌 Q4 margins improved compared to both the previous quarter and the same quarter last year, suggesting better operational efficiency or pricing power. ✅
📌 I think the full-year profitability was impacted by significantly higher depreciation charges due to recent large capital investments and possibly higher losses from JV entity.
📌 Valuation appears elevated, with the current PE ratio around 67x. Sustaining high growth rates will be key to justify this level. 📈
📌 Maintaining the dividend despite moderated annual profit signals management's confidence in future cash flows and underlying business stability. 🏦
📌 The hospitality sector enjoys tailwinds from strong travel demand, but faces headwinds from rising competition; long-term outlook depends on sustained demand and managing costs effectively post-capex. 🏨
Join us: https://t.me/wealthmantraofficial
Strong Q4 Performance 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹132.53 Cr
📅 Dec 2024: ₹121.90 Cr
📅 Mar 2024: ₹107.48 Cr
📉 ⬆️8.72% QoQ, ⬆️23.31% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹26.47 Cr
📅 Dec 2024: ₹21.87 Cr
📅 Mar 2024: ₹20.99 Cr
📉 ⬆️21.03% QoQ, ⬆️26.11% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹17.87 Cr
📅 Dec 2024: ₹14.36 Cr
📅 Mar 2024: ₹16.50 Cr
📉 ⬆️24.44% QoQ, ⬆️8.30% YoY
🤖 Key Insights:
📌 Delivered a strong Q4 with revenue up 23.3% YoY and PAT up 8.3% YoY, reflecting healthy demand in the hospitality sector. 👍
📌 Q4 margins improved compared to both the previous quarter and the same quarter last year, suggesting better operational efficiency or pricing power. ✅
📌 I think the full-year profitability was impacted by significantly higher depreciation charges due to recent large capital investments and possibly higher losses from JV entity.
📌 Valuation appears elevated, with the current PE ratio around 67x. Sustaining high growth rates will be key to justify this level. 📈
📌 Maintaining the dividend despite moderated annual profit signals management's confidence in future cash flows and underlying business stability. 🏦
📌 The hospitality sector enjoys tailwinds from strong travel demand, but faces headwinds from rising competition; long-term outlook depends on sustained demand and managing costs effectively post-capex. 🏨
Join us: https://t.me/wealthmantraofficial
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We are not SEBI registered.The information provided is for educational purposes only. We will not be responsible for any of your profit/loss
💼 Oriental Hotels Ltd | Mar 2025 Results Out
Strong Q4 Performance 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹132.53 Cr
📅 Dec 2024: ₹121.90 Cr
📅 Mar 2024: ₹107.48 Cr
📉 ⬆️8.72% QoQ, ⬆️23.31% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹26.47 Cr
📅 Dec 2024: ₹21.87 Cr
📅 Mar 2024: ₹20.99 Cr
📉 ⬆️21.03% QoQ, ⬆️26.11% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹17.87 Cr
📅 Dec 2024: ₹14.36 Cr
📅 Mar 2024: ₹16.50 Cr
📉 ⬆️24.44% QoQ, ⬆️8.30% YoY
🤖 Key Insights:
📌 Delivered a strong Q4 with revenue up 23.3% YoY and PAT up 8.3% YoY, reflecting healthy demand in the hospitality sector. 👍
📌 Q4 margins improved compared to both the previous quarter and the same quarter last year, suggesting better operational efficiency or pricing power. ✅
📌 I think the full-year profitability was impacted by significantly higher depreciation charges due to recent large capital investments and possibly higher losses from JV entity.
📌 Valuation appears elevated, with the current PE ratio around 67x. Sustaining high growth rates will be key to justify this level. 📈
📌 Maintaining the dividend despite moderated annual profit signals management's confidence in future cash flows and underlying business stability. 🏦
📌 The hospitality sector enjoys tailwinds from strong travel demand, but faces headwinds from rising competition; long-term outlook depends on sustained demand and managing costs effectively post-capex. 🏨
Join us: https://t.me/wealthmantraofficial
Strong Q4 Performance 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹132.53 Cr
📅 Dec 2024: ₹121.90 Cr
📅 Mar 2024: ₹107.48 Cr
📉 ⬆️8.72% QoQ, ⬆️23.31% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹26.47 Cr
📅 Dec 2024: ₹21.87 Cr
📅 Mar 2024: ₹20.99 Cr
📉 ⬆️21.03% QoQ, ⬆️26.11% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹17.87 Cr
📅 Dec 2024: ₹14.36 Cr
📅 Mar 2024: ₹16.50 Cr
📉 ⬆️24.44% QoQ, ⬆️8.30% YoY
🤖 Key Insights:
📌 Delivered a strong Q4 with revenue up 23.3% YoY and PAT up 8.3% YoY, reflecting healthy demand in the hospitality sector. 👍
📌 Q4 margins improved compared to both the previous quarter and the same quarter last year, suggesting better operational efficiency or pricing power. ✅
📌 I think the full-year profitability was impacted by significantly higher depreciation charges due to recent large capital investments and possibly higher losses from JV entity.
📌 Valuation appears elevated, with the current PE ratio around 67x. Sustaining high growth rates will be key to justify this level. 📈
📌 Maintaining the dividend despite moderated annual profit signals management's confidence in future cash flows and underlying business stability. 🏦
📌 The hospitality sector enjoys tailwinds from strong travel demand, but faces headwinds from rising competition; long-term outlook depends on sustained demand and managing costs effectively post-capex. 🏨
Join us: https://t.me/wealthmantraofficial
💼 Chennai Petroleum Corporation Ltd | Mar 2025 Results Out
Sequential Recovery but YoY Pressure 😐
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹20580.65 Cr
📅 Dec 2024: ₹15683.25 Cr
📅 Mar 2024: ₹20822.96 Cr
📉 ⬆️31.23% QoQ, 🔻1.16% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹601.68 Cr
📅 Dec 2024: ₹24.44 Cr
📅 Mar 2024: ₹859.03 Cr
📉 ⬆️2361.87% QoQ, 🔻29.96% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹469.93 Cr
📅 Dec 2024: ₹20.78 Cr
📅 Mar 2024: ₹627.89 Cr
📉 ⬆️2161.45% QoQ, 🔻25.16% YoY
🤖 Key Insights:
📌 Sharp Q4 PAT recovery (₹470cr vs ₹21cr Q3) masks significant YoY decline (-25%) and a weak FY25 overall, primarily due to lower Gross Refining Margins ($4.22/bbl vs $8.64/bbl FY24). 📈📉
📌 Deteriorated debt coverage ratios and lower crude throughput in FY25 highlight financial and operational pressures. While the ₹5 dividend signals some confidence, the near-term outlook hinges heavily on volatile GRMs (headwind). Long-term tailwinds remain from strong domestic fuel demand. 🏦⚠️
📌 The large Cauvery Basin Refinery expansion project remains the key long-term development to watch for future capacity growth and potential margin improvement. 🏗️
📌 Trading around a TTM PE of 9x, the valuation appears reasonable, reflecting the recent earnings slump typical of this cyclical industry. 👀
📌 Analyst target prices suggest potential upside (average target ~₹980), likely anticipating a cyclical recovery in refining margins, though specific management guidance for FY26 seems cautious.
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Sequential Recovery but YoY Pressure 😐
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹20580.65 Cr
📅 Dec 2024: ₹15683.25 Cr
📅 Mar 2024: ₹20822.96 Cr
📉 ⬆️31.23% QoQ, 🔻1.16% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹601.68 Cr
📅 Dec 2024: ₹24.44 Cr
📅 Mar 2024: ₹859.03 Cr
📉 ⬆️2361.87% QoQ, 🔻29.96% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹469.93 Cr
📅 Dec 2024: ₹20.78 Cr
📅 Mar 2024: ₹627.89 Cr
📉 ⬆️2161.45% QoQ, 🔻25.16% YoY
🤖 Key Insights:
📌 Sharp Q4 PAT recovery (₹470cr vs ₹21cr Q3) masks significant YoY decline (-25%) and a weak FY25 overall, primarily due to lower Gross Refining Margins ($4.22/bbl vs $8.64/bbl FY24). 📈📉
📌 Deteriorated debt coverage ratios and lower crude throughput in FY25 highlight financial and operational pressures. While the ₹5 dividend signals some confidence, the near-term outlook hinges heavily on volatile GRMs (headwind). Long-term tailwinds remain from strong domestic fuel demand. 🏦⚠️
📌 The large Cauvery Basin Refinery expansion project remains the key long-term development to watch for future capacity growth and potential margin improvement. 🏗️
📌 Trading around a TTM PE of 9x, the valuation appears reasonable, reflecting the recent earnings slump typical of this cyclical industry. 👀
📌 Analyst target prices suggest potential upside (average target ~₹980), likely anticipating a cyclical recovery in refining margins, though specific management guidance for FY26 seems cautious.
Join us @wealthmantraofficial
CHENNAI PETROLEUM CORP:
Q4 SL NET PROFIT 4.50B RUPEES VS 100M (QOQ)
Revenue Up 33.5% At ₹17,249 Cr Vs ₹12,925 Cr (QoQ)
EBITDA At ₹784.6 Cr Vs ₹241.5 Cr (QoQ)
EBITDA Margin At 4.6% Vs 1.9% (QoQ)
BIG BEAT YOY
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Q4 SL NET PROFIT 4.50B RUPEES VS 100M (QOQ)
Revenue Up 33.5% At ₹17,249 Cr Vs ₹12,925 Cr (QoQ)
EBITDA At ₹784.6 Cr Vs ₹241.5 Cr (QoQ)
EBITDA Margin At 4.6% Vs 1.9% (QoQ)
BIG BEAT YOY
Join us @wealthmantraofficial
ESCORTS KUBOTA IN FOCUS
ESCORTS KUBOTA: AGRI MACHINERY BUSINESS DIVISION, SHALL BE INCREASING THE PRICES OF ITS TRACTORS OTHER THAN KUBOTA BRAND EFFECTIVE 1ST MAY 2025 ONWARDS
ESCORTS KUBOTA: AGRI MACHINERY BUSINESS DIVISION, SHALL BE INCREASING THE PRICES OF ITS TRACTORS OTHER THAN KUBOTA BRAND EFFECTIVE 1ST MAY 2025 ONWARDS
VST INDUSTRIES:
Q4 SL NET PROFIT 513M RUPEES VS 882M (YOY)
POOR SHOW YOY AND QOQ
Join us @wealthmantraofficial
Q4 SL NET PROFIT 513M RUPEES VS 882M (YOY)
POOR SHOW YOY AND QOQ
Join us @wealthmantraofficial
💼 VST Industries Ltd | Mar 2025 Results Out
Weak Results 📉
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹453.98 Cr
📅 Dec 2024: ₹470.55 Cr
📅 Mar 2024: ₹475.98 Cr
📉 🔻3.52% QoQ, 🔻4.62% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹67.02 Cr
📅 Dec 2024: ₹165.63 Cr
📅 Mar 2024: ₹115.21 Cr
📉 🔻59.54% QoQ, 🔻41.83% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹53.00 Cr
📅 Dec 2024: ₹136.26 Cr
📅 Mar 2024: ₹88.20 Cr
📉 🔻61.10% QoQ, 🔻39.91% YoY
🤖 Key Insights:
📌 Q4 PAT fell sharply (🔻61% QoQ, 🔻40% YoY) capping a tough FY25 marked by lower revenue & margins; core operational profits significantly down YoY. 📉⚠️
📌 Recent significant management changes (CEO exit, COO promotion) could signal strategic adjustments to counter market headwinds. 👀
📌 Increased dividend payout ratio despite profit decline (post-bonus) might indicate underlying confidence or a focus on shareholder returns. 🏦💰
📌 Rising trade receivables simultaneous with declining revenue is a concern, potentially impacting cash conversion cycles. Needs monitoring. ❓
📌 Stock currently trades at a TTM PE around 19x, which is within its historical range but reflects recent performance weakness; PEG appears high based on recent growth trends. 📊
Join us @wealthmantraofficial
Weak Results 📉
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹453.98 Cr
📅 Dec 2024: ₹470.55 Cr
📅 Mar 2024: ₹475.98 Cr
📉 🔻3.52% QoQ, 🔻4.62% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹67.02 Cr
📅 Dec 2024: ₹165.63 Cr
📅 Mar 2024: ₹115.21 Cr
📉 🔻59.54% QoQ, 🔻41.83% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹53.00 Cr
📅 Dec 2024: ₹136.26 Cr
📅 Mar 2024: ₹88.20 Cr
📉 🔻61.10% QoQ, 🔻39.91% YoY
🤖 Key Insights:
📌 Q4 PAT fell sharply (🔻61% QoQ, 🔻40% YoY) capping a tough FY25 marked by lower revenue & margins; core operational profits significantly down YoY. 📉⚠️
📌 Recent significant management changes (CEO exit, COO promotion) could signal strategic adjustments to counter market headwinds. 👀
📌 Increased dividend payout ratio despite profit decline (post-bonus) might indicate underlying confidence or a focus on shareholder returns. 🏦💰
📌 Rising trade receivables simultaneous with declining revenue is a concern, potentially impacting cash conversion cycles. Needs monitoring. ❓
📌 Stock currently trades at a TTM PE around 19x, which is within its historical range but reflects recent performance weakness; PEG appears high based on recent growth trends. 📊
Join us @wealthmantraofficial
💼 Atul Ltd | Mar 2025 Results Out
👉Net Profit At ₹130 Cr Vs ₹59 Cr (YoY)
👉Revenue Up 20% At ₹1,452 Cr Vs ₹1,212 Cr (YoY)
👉EBITDA Up 51% At ₹223.4 Cr Vs ₹148 Cr (YoY)
👉EBITDA Margin At 15.4% Vs 12.2% (YoY)
Strong Q4 Performance 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹1451.64 Cr
📅 Dec 2024: ₹1416.83 Cr
📅 Mar 2024: ₹1212.15 Cr
📉 ⬆️2.46% QoQ, ⬆️19.76% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹186.09 Cr
📅 Dec 2024: ₹157.84 Cr
📅 Mar 2024: ₹83.01 Cr
📉 ⬆️17.90% QoQ, ⬆️124.18% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹130.13 Cr
📅 Dec 2024: ₹117.10 Cr
📅 Mar 2024: ₹58.79 Cr
📉 ⬆️11.13% QoQ, ⬆️121.35% YoY
🤖 Key Insights:
📌 Atul reported a strong Q4 FY25, with PAT more than doubling YoY to ₹130.1 Cr (+121%) and rising 11% QoQ, indicating a potential recovery phase. Revenue also saw healthy growth (+19.8% YoY, +2.5% QoQ). 📈
📌 Performance was driven by the Performance Chemicals segment. Margin expansion both YoY and QoQ suggests improved operational efficiency or potentially easing input costs, even after accounting for a one-off land conversion charge of ₹24.6 Cr. ✅
📌 Management's confidence is reflected in the declaration of a ₹25 per share dividend for FY24, despite mark-to-market losses on equity investments via OCI impacting the Total Comprehensive Income. 👀
📌 The current TTM PE ratio stands around 45. While reflecting the recent earnings recovery, it needs to be viewed in context of historical valuation bands and future earnings growth sustainability. 🧐
📌 The near-term outlook benefits from Q4 momentum and sector tailwinds like domestic demand and China+1 opportunities, though monitoring raw material costs and global demand remains key. 🏭
Join us @wealthmantraofficial
👉Net Profit At ₹130 Cr Vs ₹59 Cr (YoY)
👉Revenue Up 20% At ₹1,452 Cr Vs ₹1,212 Cr (YoY)
👉EBITDA Up 51% At ₹223.4 Cr Vs ₹148 Cr (YoY)
👉EBITDA Margin At 15.4% Vs 12.2% (YoY)
Strong Q4 Performance 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹1451.64 Cr
📅 Dec 2024: ₹1416.83 Cr
📅 Mar 2024: ₹1212.15 Cr
📉 ⬆️2.46% QoQ, ⬆️19.76% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹186.09 Cr
📅 Dec 2024: ₹157.84 Cr
📅 Mar 2024: ₹83.01 Cr
📉 ⬆️17.90% QoQ, ⬆️124.18% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹130.13 Cr
📅 Dec 2024: ₹117.10 Cr
📅 Mar 2024: ₹58.79 Cr
📉 ⬆️11.13% QoQ, ⬆️121.35% YoY
🤖 Key Insights:
📌 Atul reported a strong Q4 FY25, with PAT more than doubling YoY to ₹130.1 Cr (+121%) and rising 11% QoQ, indicating a potential recovery phase. Revenue also saw healthy growth (+19.8% YoY, +2.5% QoQ). 📈
📌 Performance was driven by the Performance Chemicals segment. Margin expansion both YoY and QoQ suggests improved operational efficiency or potentially easing input costs, even after accounting for a one-off land conversion charge of ₹24.6 Cr. ✅
📌 Management's confidence is reflected in the declaration of a ₹25 per share dividend for FY24, despite mark-to-market losses on equity investments via OCI impacting the Total Comprehensive Income. 👀
📌 The current TTM PE ratio stands around 45. While reflecting the recent earnings recovery, it needs to be viewed in context of historical valuation bands and future earnings growth sustainability. 🧐
📌 The near-term outlook benefits from Q4 momentum and sector tailwinds like domestic demand and China+1 opportunities, though monitoring raw material costs and global demand remains key. 🏭
Join us @wealthmantraofficial
💼 Maruti Suzuki India Ltd | Mar 2025 Results Out
Solid Quarter 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹40920.10 Cr
📅 Dec 2024: ₹38764.30 Cr
📅 Mar 2024: ₹38471.20 Cr
📉 ⬆️5.56% QoQ, ⬆️6.37% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹4917.70 Cr
📅 Dec 2024: ₹4726.00 Cr
📅 Mar 2024: ₹5107.60 Cr
📉 ⬆️4.06% QoQ, 🔻3.72% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹3911.10 Cr
📅 Dec 2024: ₹3726.90 Cr
📅 Mar 2024: ₹3952.30 Cr
📉 ⬆️4.94% QoQ, 🔻1.04% YoY
🤖 Key Insights:
📌 Q4 FY25 PAT showed a slight YoY dip (-1.04%) to ₹3911 Cr but grew sequentially (+4.94%). Revenue grew decently both QoQ (+5.56%) and YoY (+6.37%), indicating sustained top-line performance. 🔥
📌 Margin pressure was visible in Q4 (PAT Margin 9.6% vs 10.3% YoY), likely due to higher material costs and promotional expenses, despite the revenue increase. 👀
📌 Management's guidance for FY25 suggests cautious optimism with 3-4% retail volume growth, banking on rural demand and CNG vehicle sales (targeting 600k units) to offset urban slowdown. 📊
📌 The board's recommendation for a higher dividend (₹135 vs ₹125) signals confidence in future earnings despite near-term headwinds. The proposed merger with Suzuki Motor Gujarat could unlock synergies. 🏦
📌 Current valuation (PE ~25.7x) seems reasonable compared to its historical median (around 35x), although slightly higher than its 5-year low. Analyst consensus points towards potential upside. 📈
Join us @wealthmantraofficial
Solid Quarter 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹40920.10 Cr
📅 Dec 2024: ₹38764.30 Cr
📅 Mar 2024: ₹38471.20 Cr
📉 ⬆️5.56% QoQ, ⬆️6.37% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹4917.70 Cr
📅 Dec 2024: ₹4726.00 Cr
📅 Mar 2024: ₹5107.60 Cr
📉 ⬆️4.06% QoQ, 🔻3.72% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹3911.10 Cr
📅 Dec 2024: ₹3726.90 Cr
📅 Mar 2024: ₹3952.30 Cr
📉 ⬆️4.94% QoQ, 🔻1.04% YoY
🤖 Key Insights:
📌 Q4 FY25 PAT showed a slight YoY dip (-1.04%) to ₹3911 Cr but grew sequentially (+4.94%). Revenue grew decently both QoQ (+5.56%) and YoY (+6.37%), indicating sustained top-line performance. 🔥
📌 Margin pressure was visible in Q4 (PAT Margin 9.6% vs 10.3% YoY), likely due to higher material costs and promotional expenses, despite the revenue increase. 👀
📌 Management's guidance for FY25 suggests cautious optimism with 3-4% retail volume growth, banking on rural demand and CNG vehicle sales (targeting 600k units) to offset urban slowdown. 📊
📌 The board's recommendation for a higher dividend (₹135 vs ₹125) signals confidence in future earnings despite near-term headwinds. The proposed merger with Suzuki Motor Gujarat could unlock synergies. 🏦
📌 Current valuation (PE ~25.7x) seems reasonable compared to its historical median (around 35x), although slightly higher than its 5-year low. Analyst consensus points towards potential upside. 📈
Join us @wealthmantraofficial
MARUTI SUZUKI INDIA:
Q4 SL NET PROFIT 37B RUPEES VS EST 38.4B
Q4 EBITDA 42.65B RUPEES VS EST 48.73B || Q4 EBITDA MARGIN 10.49% VS EST 12%
MISSES EBITDA AND MARGINS ESTIMATES
MISSES ESTIMATES
Join us @wealthmantraofficial
Q4 SL NET PROFIT 37B RUPEES VS EST 38.4B
Q4 EBITDA 42.65B RUPEES VS EST 48.73B || Q4 EBITDA MARGIN 10.49% VS EST 12%
MISSES EBITDA AND MARGINS ESTIMATES
MISSES ESTIMATES
Join us @wealthmantraofficial
💼 Dr. Lal PathLabs Ltd | Mar 2025 Results Out
Strong Quarter (aided by one-off) 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹602.60 Cr
📅 Dec 2024: ₹596.70 Cr
📅 Mar 2024: ₹545.40 Cr
📉 ⬆️0.99% QoQ, ⬆️10.49% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹153.40 Cr
📅 Dec 2024: ₹138.30 Cr
📅 Mar 2024: ₹119.90 Cr
📉 ⬆️10.92% QoQ, ⬆️27.94% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹155.50 Cr
📅 Dec 2024: ₹98.10 Cr
📅 Mar 2024: ₹85.80 Cr
📉 ⬆️58.51% QoQ, ⬆️81.24% YoY
🤖 Key Insights:
📌 Q4 FY25 PAT showed remarkable >80% YoY growth, significantly boosted by a ₹40.8 Cr deferred tax credit from Suburban Diagnostics' liquidation. Underlying PBT growth was also strong at ~28% YoY. 🔥
📌 Revenue grew ~10.5% YoY, demonstrating steady business momentum. Margins expanded sequentially and annually due to operational leverage, excluding the tax impact. ✅
📌 Management declared a final dividend of ₹6/share, maintaining consistent shareholder returns alongside interim payouts. 🏦
📌 The stock trades at a TTM PE around 50-55x. While off its peak historical highs, this valuation still factors in significant future growth expectations. 💰
📌 Long-term outlook is positive due to sector tailwinds like increased health spending and preventive testing focus. However, near-term faces competitive intensity. Execution on volume growth and maintaining margins (ex-one-offs) remains key. 👀
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Strong Quarter (aided by one-off) 👍
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹602.60 Cr
📅 Dec 2024: ₹596.70 Cr
📅 Mar 2024: ₹545.40 Cr
📉 ⬆️0.99% QoQ, ⬆️10.49% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹153.40 Cr
📅 Dec 2024: ₹138.30 Cr
📅 Mar 2024: ₹119.90 Cr
📉 ⬆️10.92% QoQ, ⬆️27.94% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹155.50 Cr
📅 Dec 2024: ₹98.10 Cr
📅 Mar 2024: ₹85.80 Cr
📉 ⬆️58.51% QoQ, ⬆️81.24% YoY
🤖 Key Insights:
📌 Q4 FY25 PAT showed remarkable >80% YoY growth, significantly boosted by a ₹40.8 Cr deferred tax credit from Suburban Diagnostics' liquidation. Underlying PBT growth was also strong at ~28% YoY. 🔥
📌 Revenue grew ~10.5% YoY, demonstrating steady business momentum. Margins expanded sequentially and annually due to operational leverage, excluding the tax impact. ✅
📌 Management declared a final dividend of ₹6/share, maintaining consistent shareholder returns alongside interim payouts. 🏦
📌 The stock trades at a TTM PE around 50-55x. While off its peak historical highs, this valuation still factors in significant future growth expectations. 💰
📌 Long-term outlook is positive due to sector tailwinds like increased health spending and preventive testing focus. However, near-term faces competitive intensity. Execution on volume growth and maintaining margins (ex-one-offs) remains key. 👀
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DR. LAL PATH LABS Q4:
Q4 CONS NET PROFIT 1.55B RUPEES VS 845M (YOY); EST 1B
Q4 EBITDA 1.69B RUPEES VS 1.45B (YOY); EST 1.58B
Q4 EBITDA MARGIN 28.05% VS 26.53% (YOY); EST 26.3%
👉Net Profit Up 83.4% at ₹155 Cr Vs ₹85 Cr (YoY)
👉Revenue Up 10.5% at ₹602.6 Cr Vs ₹545 Cr (YoY)
👉EBITDA Up 16.8% at ₹169 Cr Vs ₹145 Cr (YoY)
👉EBITDA Margin at 28% Vs 26.5% (YoY)
BEAT ESTIMATES
BEAT YOY
BEAT QOQ
Join us @wealthmantraofficial
Q4 CONS NET PROFIT 1.55B RUPEES VS 845M (YOY); EST 1B
Q4 EBITDA 1.69B RUPEES VS 1.45B (YOY); EST 1.58B
Q4 EBITDA MARGIN 28.05% VS 26.53% (YOY); EST 26.3%
👉Net Profit Up 83.4% at ₹155 Cr Vs ₹85 Cr (YoY)
👉Revenue Up 10.5% at ₹602.6 Cr Vs ₹545 Cr (YoY)
👉EBITDA Up 16.8% at ₹169 Cr Vs ₹145 Cr (YoY)
👉EBITDA Margin at 28% Vs 26.5% (YoY)
BEAT ESTIMATES
BEAT YOY
BEAT QOQ
Join us @wealthmantraofficial
ORIENT ELECTRIC:
Q4 SL NET PROFIT 313M RUPEES VS 128M (YOY)
BIG BEAT YOY AND QOQQ4 EBITDA 666M RUPEES VS 315M (YOY) ||
Q4 EBITDA MARGIN 7.73% VS 4% (YOY)
BEAT EBITDA AND MARGINS
Q4 SL NET PROFIT 313M RUPEES VS 128M (YOY)
BIG BEAT YOY AND QOQQ4 EBITDA 666M RUPEES VS 315M (YOY) ||
Q4 EBITDA MARGIN 7.73% VS 4% (YOY)
BEAT EBITDA AND MARGINS
💼 Hindustan Zinc Ltd | Mar 2025 Results Out
Strong Quarter & FY25 🔥
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹9087.00 Cr
📅 Dec 2024: ₹8614.00 Cr
📅 Mar 2024: ₹7549.00 Cr
📉 ⬆️5.49% QoQ, ⬆️20.37% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹3782.00 Cr
📅 Dec 2024: ₹3527.00 Cr
📅 Mar 2024: ₹2723.00 Cr
📉 ⬆️7.23% QoQ, ⬆️38.89% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹3003.00 Cr
📅 Dec 2024: ₹2678.00 Cr
📅 Mar 2024: ₹2038.00 Cr
📉 ⬆️12.14% QoQ, ⬆️47.35% YoY
🤖 Key Insights:
📌 Hindustan Zinc closed FY25 strongly, reporting record annual mined metal production and substantial PAT growth in Q4, driven by higher volumes and robust silver prices which helped counter softer zinc LME prices YoY. 📈
📌 Q4 FY25 PAT saw significant growth (+12.1% QoQ, +47.4% YoY), likely surpassing estimates, supported by increased metal & silver volumes and better zinc price realization sequentially. ✅
📌 FY25 performance met production guidance, though cost targets were slightly missed. FY26 guidance suggests continued volume growth and a focus on bringing down Cost of Production. 🎯
📌 Balance sheet shows increased borrowings YoY, largely funding capex and sustained high dividend payouts. While rewarding shareholders, this impacts net worth and requires monitoring. 🏦
📌 Strategic move to secure long-term renewable power aims to cushion future margins against cost pressures. The proposed demerger remains a key factor to watch for potential value unlocking. 🏗️
📌 Valuation looks elevated with TTM PE around 28x, significantly above historical averages, reflecting the sharp stock price rally and perhaps market factoring in future growth/demerger prospects. 💰
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Strong Quarter & FY25 🔥
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹9087.00 Cr
📅 Dec 2024: ₹8614.00 Cr
📅 Mar 2024: ₹7549.00 Cr
📉 ⬆️5.49% QoQ, ⬆️20.37% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹3782.00 Cr
📅 Dec 2024: ₹3527.00 Cr
📅 Mar 2024: ₹2723.00 Cr
📉 ⬆️7.23% QoQ, ⬆️38.89% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹3003.00 Cr
📅 Dec 2024: ₹2678.00 Cr
📅 Mar 2024: ₹2038.00 Cr
📉 ⬆️12.14% QoQ, ⬆️47.35% YoY
🤖 Key Insights:
📌 Hindustan Zinc closed FY25 strongly, reporting record annual mined metal production and substantial PAT growth in Q4, driven by higher volumes and robust silver prices which helped counter softer zinc LME prices YoY. 📈
📌 Q4 FY25 PAT saw significant growth (+12.1% QoQ, +47.4% YoY), likely surpassing estimates, supported by increased metal & silver volumes and better zinc price realization sequentially. ✅
📌 FY25 performance met production guidance, though cost targets were slightly missed. FY26 guidance suggests continued volume growth and a focus on bringing down Cost of Production. 🎯
📌 Balance sheet shows increased borrowings YoY, largely funding capex and sustained high dividend payouts. While rewarding shareholders, this impacts net worth and requires monitoring. 🏦
📌 Strategic move to secure long-term renewable power aims to cushion future margins against cost pressures. The proposed demerger remains a key factor to watch for potential value unlocking. 🏗️
📌 Valuation looks elevated with TTM PE around 28x, significantly above historical averages, reflecting the sharp stock price rally and perhaps market factoring in future growth/demerger prospects. 💰
Join us @wealthmantraofficial
Wealth Mantra Official ️
ORIENT ELECTRIC: Q4 SL NET PROFIT 313M RUPEES VS 128M (YOY) BIG BEAT YOY AND QOQQ4 EBITDA 666M RUPEES VS 315M (YOY) || Q4 EBITDA MARGIN 7.73% VS 4% (YOY) BEAT EBITDA AND MARGINS
💼 Bank of Maharashtra | Mar 2025 Results Out
Strong Quarter 🔥
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹6730.81 Cr
📅 Dec 2024: ₹6324.68 Cr
📅 Mar 2024: ₹5466.73 Cr
📉 ⬆️6.42% QoQ, ⬆️23.12% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹1536.89 Cr
📅 Dec 2024: ₹1462.70 Cr
📅 Mar 2024: ₹1267.62 Cr
📉 ⬆️5.07% QoQ, ⬆️21.24% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹1493.38 Cr
📅 Dec 2024: ₹1406.73 Cr
📅 Mar 2024: ₹1217.91 Cr
📉 ⬆️6.16% QoQ, ⬆️22.62% YoY
🤖 Key Insights:
📌 Q4 PAT at ₹1493 Cr (+6.2% QoQ, +22.6% YoY) marks a strong finish to FY25, continuing the trend of consistent profitability. 📈
📌 Asset quality remains a standout strength with Net NPAs impressively low at 0.18%, indicating effective risk management and recovery efforts. ✅🏦
📌 Capital Adequacy Ratio is robust at 20.53% post the recent QIP, providing substantial capacity for future loan growth. The ₹1200 Cr contingency buffer adds extra resilience. 💪💰
📌 Healthy FY25 growth in advances (~18% YoY) and deposits (~13% YoY) supports performance. I think the short-term outlook involves navigating sector-wide margin pressures, but long-term prospects appear positive driven by India's growth and the bank's improved fundamentals. 👀
📌 Current TTM PE around 7.5x seems reasonable given the strong earnings growth (calculated PEG ~0.3). The ₹1.50 dividend declaration underscores management's confidence in sustained performance. 🎯
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Strong Quarter 🔥
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹6730.81 Cr
📅 Dec 2024: ₹6324.68 Cr
📅 Mar 2024: ₹5466.73 Cr
📉 ⬆️6.42% QoQ, ⬆️23.12% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹1536.89 Cr
📅 Dec 2024: ₹1462.70 Cr
📅 Mar 2024: ₹1267.62 Cr
📉 ⬆️5.07% QoQ, ⬆️21.24% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹1493.38 Cr
📅 Dec 2024: ₹1406.73 Cr
📅 Mar 2024: ₹1217.91 Cr
📉 ⬆️6.16% QoQ, ⬆️22.62% YoY
🤖 Key Insights:
📌 Q4 PAT at ₹1493 Cr (+6.2% QoQ, +22.6% YoY) marks a strong finish to FY25, continuing the trend of consistent profitability. 📈
📌 Asset quality remains a standout strength with Net NPAs impressively low at 0.18%, indicating effective risk management and recovery efforts. ✅🏦
📌 Capital Adequacy Ratio is robust at 20.53% post the recent QIP, providing substantial capacity for future loan growth. The ₹1200 Cr contingency buffer adds extra resilience. 💪💰
📌 Healthy FY25 growth in advances (~18% YoY) and deposits (~13% YoY) supports performance. I think the short-term outlook involves navigating sector-wide margin pressures, but long-term prospects appear positive driven by India's growth and the bank's improved fundamentals. 👀
📌 Current TTM PE around 7.5x seems reasonable given the strong earnings growth (calculated PEG ~0.3). The ₹1.50 dividend declaration underscores management's confidence in sustained performance. 🎯
Join us @wealthmantraofficial
Wealth Mantra Official ️
💼 Hindustan Zinc Ltd | Mar 2025 Results Out Strong Quarter & FY25 🔥 📊 Key Metrics Revenue (REV): 📅 Mar 2025: ₹9087.00 Cr 📅 Dec 2024: ₹8614.00 Cr 📅 Mar 2024: ₹7549.00 Cr 📉 ⬆️5.49% QoQ, ⬆️20.37% YoY Profit Before Tax (PBT): 📅 Mar 2025: ₹3782.00 Cr 📅 Dec…
HINDUSTAN ZINC: Q4
Q4 SL NET PROFIT 29.8B RUPEES VS 20.4B (YOY)
Q4 EBITDA 48.20B RUPEES VS 36.54B (YOY)
Q4 EBITDA MARGIN 53.04% VS 48.4% (YOY)
BEAT EBITDA AND MARGINS
BIG BEAT YOY AND QOQ
Join us @wealthmantraofficial
Q4 SL NET PROFIT 29.8B RUPEES VS 20.4B (YOY)
Q4 EBITDA 48.20B RUPEES VS 36.54B (YOY)
Q4 EBITDA MARGIN 53.04% VS 48.4% (YOY)
BEAT EBITDA AND MARGINS
BIG BEAT YOY AND QOQ
Join us @wealthmantraofficial
💼 Orient Electric Ltd | Mar 2025 Results Out
Strong Q4 Profit Growth 🔥
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹861.85 Cr
📅 Dec 2024: ₹816.82 Cr
📅 Mar 2024: ₹787.66 Cr
📉 ⬆️5.51% QoQ, ⬆️9.42% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹42.14 Cr
📅 Dec 2024: ₹36.62 Cr
📅 Mar 2024: ₹13.49 Cr
📉 ⬆️15.07% QoQ, ⬆️212.38% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹31.26 Cr
📅 Dec 2024: ₹27.17 Cr
📅 Mar 2024: ₹12.80 Cr
📉 ⬆️15.05% QoQ, ⬆️144.22% YoY
🤖 Key Insights:
📌 Q4 PAT showed impressive YoY growth (144%) to ₹31.26 Cr, beating the previous year's ₹12.80 Cr, and also grew 15% QoQ. Revenue followed suit, up 9.4% YoY and 5.5% QoQ, suggesting good seasonal demand and possibly better operational efficiency. 👍
📌 The company's valuation seems stretched, with a TTM PE ratio around 80, significantly above historical averages and peer medians. While recent performance is strong, this high PE suggests the market has already priced in significant future growth. 👀
📌 Management maintained the dividend at ₹1.50/share for FY25, indicating confidence despite facing significant indirect tax disputes (around ₹92 Cr) which remain an overhang. 🏦
📌 A potential governance concern arose regarding managerial remuneration exceeding statutory limits, requiring shareholder approval. This needs monitoring. ⚠️
📌 The consumer durables sector seems poised for recovery with headwinds like high inflation easing. Tailwinds include strong housing demand and potential pre-election spending boosts. Orient Electric could benefit, but competition remains intense. 🏗️
Join us @wealthmantraofficial
Strong Q4 Profit Growth 🔥
📊 Key Metrics
Revenue (REV):
📅 Mar 2025: ₹861.85 Cr
📅 Dec 2024: ₹816.82 Cr
📅 Mar 2024: ₹787.66 Cr
📉 ⬆️5.51% QoQ, ⬆️9.42% YoY
Profit Before Tax (PBT):
📅 Mar 2025: ₹42.14 Cr
📅 Dec 2024: ₹36.62 Cr
📅 Mar 2024: ₹13.49 Cr
📉 ⬆️15.07% QoQ, ⬆️212.38% YoY
Profit After Tax (PAT):
📅 Mar 2025: ₹31.26 Cr
📅 Dec 2024: ₹27.17 Cr
📅 Mar 2024: ₹12.80 Cr
📉 ⬆️15.05% QoQ, ⬆️144.22% YoY
🤖 Key Insights:
📌 Q4 PAT showed impressive YoY growth (144%) to ₹31.26 Cr, beating the previous year's ₹12.80 Cr, and also grew 15% QoQ. Revenue followed suit, up 9.4% YoY and 5.5% QoQ, suggesting good seasonal demand and possibly better operational efficiency. 👍
📌 The company's valuation seems stretched, with a TTM PE ratio around 80, significantly above historical averages and peer medians. While recent performance is strong, this high PE suggests the market has already priced in significant future growth. 👀
📌 Management maintained the dividend at ₹1.50/share for FY25, indicating confidence despite facing significant indirect tax disputes (around ₹92 Cr) which remain an overhang. 🏦
📌 A potential governance concern arose regarding managerial remuneration exceeding statutory limits, requiring shareholder approval. This needs monitoring. ⚠️
📌 The consumer durables sector seems poised for recovery with headwinds like high inflation easing. Tailwinds include strong housing demand and potential pre-election spending boosts. Orient Electric could benefit, but competition remains intense. 🏗️
Join us @wealthmantraofficial