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✌️Suggestions on Strong Fundamental Companies & Technical Analysis + COMPANY NEWS & RESULTS + epaper + CONCALLS🍀

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AURUM PROPTECH Q4 :CONS NET LOSS AT 7.2 CR V 4.52 CR LOSS (YOY), 6.6 CR LOSS (QOQ)

REVENUE UP 18 % AT 70.41 CR (YOY) ,UP 9 % (QOQ)

EBITDA UP 7 % AT 15.62 CR (YOY),UP 34 %(QOQ)

MARGINS AT 22.18 % V 24.3 % (YOY), 18 % (QOQ)

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ORACLE FINANCIAL Q4 : CONS. NET PROFIT UP 19 % AT 643 CR (QOQ) , UP 15 % (YOY)

REVENUE FLAT % AT 1716 CR (QOQ) , UP 5 % (YOY)

EBIT UP 7 % AT 747 CR (QOQ) , Up 4 % (YOY)

MARGINS AT 43.5 % V 40.7 % (QOQ) , 43.66 % (YOY)

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RELIANCE IND Q4 :CONS NET PROFIT UP 2 % AT 19,407CR (YOY), UP 5 % (QOQ)

REVENUE UP 11 % AT 2.61 LKH CR (YOY) ,UP 9 % (QOQ)

EBITDA UP 3 % AT 43,832 CR (YOY),FLAT %(QOQ)

MARGINS AT 16.76 % V 17.98 % (YOY), 18.25 % (QOQ)

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RELIANCE IND : DIVIDEND 5.5
RELIANCE Q4 O2C BIZ : REVENUE UP 11 % TO 1.65 LKH CR QOQ, UP 15 % YOY

EBITDA UP 5 % TO 15,080 CR QOQ, DOWN 10 % YOY

MARGINS AT 9.2 % V 9.6 % QOQ, 11.8 % YOY
Reliance Industries is first Indian company to have net worth of over ₹10 lk cr
RELIANCE Q4 : RELIANCE JIO Q4 ARPU UP 1 % TO 206.2 (QOQ) V EST 205
RELIANCE IND Q4 HIGHLIGHTS

FIRST INDIAN COMPANY TO CROSS TOTAL EQUITY OF OVER 10 LAKH CRORE

RECORD ANNUAL CONSOLIDATED REVENUE AT ₹ 1,071,174 CRORE ($ 125.3 BILLION), UP 7.1% Y-O-Y

RECORD ANNUAL CONSOLIDATED EBITDA AT 183,422 CRORE ($ 21.5 BILLION), UP 2.9% Y-o-Y

ANNUAL CONSOLIDATED PROFIT AFTER TAX AT 81,309 CRORE ($ 9.5 BILLION), UP 2.9% Y-o-Y

ANNUAL PROFIT AFTER TAX OF JIO PLATFORMS AT ₹ 26,109 CRORE, UP 21.9% Y-o-Y

ANNUAL PROFIT AFTER TAX OF RELIANCE RETAIL AT 12,392 CRORE, UP 11.6% Y-o-Y

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RELIANCE IND Q4 ; RIL Chairman Says Despite global challenges in FY25, Reliance maintained steady performance driven by operational discipline and focus on India’s growth needs.
RELIANCE IND Q4 ; RIL Chairman On O2C Biz

O2C segment remained resilient despite low chemical margins and energy volatility, aided by cost and ops optimization.

Oil & Gas posted record EBITDA on strong KGD6 and CBM output.
RELIANCE JIO Q4

Avg Revenue Per User At ₹206.20 Vs ₹203.30 (QoQ) & Vs ₹181.70 (YoY)

Total Subscribers At 488.2 Million Vs 482.1 Million (QoQ) Vs 481.8 Million (YOY)

ARPU Increased With Continued Impact Of The Tariff Hike & Better Subscriber Mix

ARPU Partly Impacted By Lower Number Of Days In The Quarter

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DIRECT TAX COLLECTION

Net direct tax collection for FY25 up at 13.6% at Rs 22.26 lakh crore

This is lower than revised estimates of Rs 22.37 lakh crore

Net corp tax at Rs 9.86 lakh crore, non-corp tax at Rs 11.82 lakh crore

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Government says, FY25 gross direct tax collections up 15.6% at ₹27.03 lakh crore

FY25 direct tax collection misses revised budget aim by ₹10,800 crore

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LLOYDS METALS AND ENERGY Q4 SL

NET PROFIT 2.02B RUPEES VS 2.77B (YOY); 3.9B (QOQ)

REVENUE 11.8B RUPEES VS 15.5B (YOY)

EBITDA 2.6B RUPEES VS 4.58B (YOY)

EBITDA MARGIN 22.06% VS 29.49% (YOY)


RECOMMENDED A DIVIDEND OF 1 RUPEES PER EQUITY SHARE

CO APPROVES FUNDRAISING UP TO 50B RUPEES

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AURUM PROPTECH Q4 CONS

NET LOSS AT 7.2 CR V 4.52 CR LOSS (YOY), 6.6 CR LOSS (QOQ)

REVENUE UP 18 % AT 70.41 CR (YOY) ,UP 9 % (QOQ)

EBITDA UP 7 % AT 15.62 CR (YOY),UP 34 %(QOQ)

MARGINS AT 22.18 % V 24.3 % (YOY), 18 % (QOQ)

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Reliance Retail Ventures: Operating efficiencies, new customer acquisition drives strong earnings growth

After muted single digit growth over the past three quarters, RRVL’s revenue growth bounced back strongly to 16 percent YoY in Q4FY25. RRVL witnessed broad based growth across the consumption baskets.

Grocery stores outperformed, posting industry-leading performance led by robust growth across categories, especially general merchandise and value apparel. RRVL also saw growing demand for niche and premium products with consumers looking for aspirational choices. The Consumer Electronics business sustained growth momentum driven by 26 percent growth in average bill values and improvement in consumer conversions. The early onset of summer also boosted air conditioner and cooler sales. Fashion and lifestyle business also sustained growth, driven by local festivals and weddings.

RRVL continued to focus on digital and new commerce businesses with their contribution in revenues remaining stable at 18 percent. Digital Fashion offerings under Ajio continued to do well with the platform adding 1.9 million new customers, driven by broadening product catalogues and ramp up of own brands. Jio Mart continued to scale up, led by quick hyperlocal deliveries as well as daily subscription services, with average daily orders increasing by 62 percent YoY. The consumer brands business became the fastest growing FMCG company led by launch of new products.

RRVL broadly maintained margins posting EBITDA growth of 14 percent in Q4FY25. However, lower depreciation expenses (declined 3 percent yoy) and flat finance costs boosted earnings, with RRVL posting strong 30 percent YoY growth in earnings.

Oil And Gas (E&P): Impacted by lower gas production, offset by improved price realization

The Oil & Gas E&P revenues dipped 0.4 percent YoY, due to lower gas production and oil offtake from KGD6. This was partly offset by higher CBM gas production and improved gas price realization. EBITDA declined by 8.6 percent on Y-o-Y basis due to higher operating costs from one-time maintenance and natural volume decline in KGD6.