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Q1 FY24 Earnings Season

21 companies reported · 14 bullish · 1 bearish · 6 neutral

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Companies

Divislab · Q1 FY24 neutral medium

Divis Laboratories reported a consolidated total income of INR 1,859 crore for Q1 FY24, down from INR 2,343 crore in the same quarter last year, reflecting the absence of COVID-...

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Sunpharma · Q1 FY24 neutral medium

Sun Pharma reported Q1 FY24 consolidated revenue of INR 11,785 crore, up 10.7% YoY, driven by US specialty growth (up 21% to $232M) and episodic lenalidomide sales.

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Apollohosp · Q1 FY24 bullish medium

Apollo Hospitals reported a solid Q1 FY24 with consolidated revenue of INR 4,418 crore (+16% YoY) and EBITDA of INR 509 crore (+4% YoY).

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Mahindra & Mahindra · Q1 FY24 bullish high

M&M reported a strong Q1 FY24 with consolidated PAT of INR 3,508 crore, up 60% YoY, driven by robust auto and farm performance.

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Sbin · Q1 FY24 bullish high

SBI reported its highest-ever quarterly net profit of INR 16,884 crore, up 178% YoY, driven by strong NII growth of 24.71% YoY and a sharp improvement in asset quality.

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Powergrid · Q1 FY24 bullish high

Adani Total Gas reported Q1 FY24 revenue of INR 1,135 crore (+2% YoY) and EBITDA of INR 255 crore (+12% YoY), driven by 8% volume growth to 198 MMSCM and cost optimization.

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Grasim · Q1 FY24 neutral medium

Grasim's Q1 FY24 consolidated revenue grew 11% YoY to INR 31,065 crore, driven by subsidiaries UltraTech and Aditya Birla Capital, but standalone revenue fell 14% YoY to INR 6,2...

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Bharat Petroleum Corporation · Q1 FY24 bullish high

BPCL reported a stellar Q1 FY24 with consolidated PAT of INR 10,644 crore, its highest ever, driven by record refinery throughput at 115% capacity utilization and strong marketi...

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Maruti · Q1 FY24 bullish high

Maruti Suzuki reported a strong Q1 FY24 with revenue of INR 30,845 crore (+22% YoY) and PAT of INR 2,485 crore (+145% YoY), driven by higher volumes, improved realization, and c...

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Asianpaint · Q1 FY24 bullish high

Asian Paints reported a strong Q1 FY24 with 10% volume growth on a high base, driven by broad-based demand across geographies and segments.

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Bajajfinsv · Q1 FY24 bullish high

Bajaj Finserv reported a strong Q1 FY24 with consolidated PAT up 48% YoY to INR 1,943 crore and total income up 47% to INR 23,280 crore.

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Icicibank · Q1 FY24 bullish high

ICICI Bank reported a strong Q1 FY24 with PAT up 39.7% YoY to INR 96.48 billion, driven by robust loan growth of 18.1% YoY and NII expansion of 38% YoY.

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Hindunilvr · Q1 FY24 neutral high

HUL reported a resilient Q1 FY24 with underlying sales growth of 7% (UVG 3%) on a high base, despite a challenging operating environment.

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Reliance · Q1 FY24 bullish high

Reliance Industries reported consolidated EBITDA of INR 42,000 crore, up 5.1% YoY, driven by strong performance in Jio (+17%), retail (+34%), and upstream (+47%), offsetting a 2...

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Adaniports · Q1 FY24 bullish high

Adani Ports delivered its strongest ever quarterly performance in Q1 FY24, with record revenue of INR 6,248 crore (+24% YoY), EBITDA of INR 3,765 crore (+80% YoY), and PAT of IN...

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Bajaj Finance · Q1 FY24 bullish high

Bajaj Finance delivered an excellent Q1 FY24 with PAT of INR 3,437 crore (up 32% YoY) and AUM growth of 32% to INR 2.7 lakh crore, the highest ever quarterly addition of INR 22,...

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Cipla · Q1 FY24 bullish high

Cipla delivered a strong Q1 FY24 with 18% YoY revenue growth to INR 6,329 crore, driven by record performance in India (12% growth) and the US ($222 million, +43% YoY).

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Sbilife · Q1 FY24 neutral medium

SBI Life reported a decent Q1 FY24 on a high base, with individual new business premium growing 18% YoY to INR 40.6 billion and PAT up 45% YoY to INR 3.8 billion.

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Techm · Q1 FY24 bearish high

Tech Mahindra reported a tough Q1 FY24 with revenue of INR 13,959 crore, down 4.1% QoQ, and PAT of INR 693 crore.

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HDFC Bank · Q1 FY24 bullish high

HDFC Bank reported a strong Q1 FY24 with net profit of INR 11,952 crore (+30% YoY) and net revenues of INR 32,829 crore (+26.9% YoY).

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TCS · Q1 FY24 neutral high

TCS reported a steady Q1 FY24 with revenue of INR 59,300 crore (+12.6% YoY) and operating margin of 23.2%, despite absorbing annual wage hikes.

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