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

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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

💼 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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💼 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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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

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💼 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. 🏗️

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ORIENT ELECTRIC Q4:

Q4 SL NET PROFIT 313M RUPEES VS 128M (YOY)

Q4 EBITDA 666M RUPEES VS 315M (YOY)

Q4 EBITDA MARGIN 7.73% VS 4% (YOY)

BEAT EBITDA AND MARGINS
BIG BEAT YOY AND QOQ

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MOTILAL OSWAL FINANCIAL SERVICES Q4:

Q4 CONS NET LOSS 648M RUPEES VS PROFIT 7B (YOY)

POOR SHOW YOY AND QOQ

🚩Alert: Co reports heavy loss due to fall in reported for fair value change. Net loss on fair value change at ₹430 cr vs gain of ₹424 cr (YoY)

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ALPEX SOLAR: CO GETS AN ORDER WORTH RUPEES 65 CRORE -SME

ALPEX SOLAR: THIS ORDER WILL ADD OVER 30% TO COS QUARTERLY REVENUE

BANK OF MAHARASHTRA #Q4 earnings

Net Profit Up 22.6% at ₹1493 Cr Vs ₹1218 Cr (YoY)

NII Up 20.6% at ₹3116.7 Cr vs ₹2584.4 Cr (YoY)

Gross NPA at 1.74% vs 1.80% (QoQ)

Net NPA at 0.18% Vs 0.20% (QoQ)

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Shriram Finance reports #Q4 earnings

Q4 SL NET PROFIT 21.4B RUPEES VS 19.5B (YOY); EST 21.43B

- Net Profit At ₹2,139.4 Cr Vs CNBC-TV18 Poll Of ₹2,142.9 Cr

- NII At ₹5,565.5 Cr Vs CNBC-TV18 Poll Of ₹5,878.1 Cr

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CholaFin reports Q4 earnings today

Net Profit At ₹1,259 Cr Vs CNBC-TV18 Poll Of ₹1,211.6 Cr

Profit at ₹1,259 cr vs ₹1,065.2 cr (YoY)

Q4 TOTAL AUM AT RS 1,99,876 CR (UP BY 30% YOY) VS GUIDANCE OF 25%

NET PROFIT AT 1259 CR V 1065 CR YOY

NII AT 3056 CR V 2354 CR

GROSS NPA AT 3.97 % FROM 4 % QQO

NET NPA AT 2.63 % V 2.66 % QOQ

CHOLAMANDALAM INVESTMENT Q4 V ESTIMATES

NET PROFIT AT 1259 CR V EST 1211 CR

NII AT 3056 CR V EST 3082 CR

Co. To Launch Gold Loan Business In Select Regions



Cholamandalam Investment says, we are launching Gold Loan business in select geographies

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Atul Q4 results: Shares rise after profit more than doubles, ₹25 dividend declared

#RupeeAtClose | Rupee ends at 85.45/$ against Thursday’s close of 85.26/$

#Nifty, #Sensex extend losses to second day as India-Pakistan tension weighs

Closing Bell: #Sensex settles 589 pts lower, #Nifty below 24,100; Shriram Fin drops 8%, Adani Ent 4%

RBL Bank reports #Q4 earnings

Net Profit at ₹68.7 Cr Vs CNBC TV-18 poll of ₹45.9 Cr

NII at ₹1,563 Cr vs CNBC-TV18 poll of ₹1,589.7 Cr

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