Quality perception issues
An analyst raised concerns about quality degradation post-BS6, which management denied but acknowledged the need for continuous improvement.
medium · analyst_question
Hero MotoCorp Limited — Q4 FY25
Hero MotoCorp reported Q4 FY25 revenue of INR 9,939 crore, EBITDA of INR 1,416 crore, and PAT of INR 1,081 crore.
bullish
medium
✓ Verified against BSE filing
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
EV profitability timeline
EV losses remain significant (EBITDA at -95% in FY25), and breakeven is expected only at 25,000-30,000 monthly volumes, which is a couple of years away.
high · management_commentarySupply chain disruption risk
A planned production halt in April impacted dispatches, though management stated retail was unaffected and production normalized in May.
low · management_commentaryLeadership transition uncertainty
The CEO position is still interim, and management did not provide a timeline for a permanent appointment, which may cause strategic uncertainty.
medium · analyst_question