Diversified Sector — Q4 FY24 Earnings Overview
8 companies reported. 8 bullish, 0 neutral, 0 bearish.
Average revenue growth: 8.0%
Sector sentiment: bullish
Aggregate revenue: ₹3,35,729 Cr
Average margin: 6.2%
Company Results
| Company | Revenue | YoY | Margin | Sentiment |
|---|---|---|---|---|
| Bharat Petroleum Corporation | ₹1,32,085 Cr | — | — | bullish high |
| Grasim | ₹1,30,978 Cr | — | — | bullish medium |
| Maruti | ₹36,698 Cr | +19.1% | — | bullish high |
| Bajajfinsv | ₹32,041 Cr | +36% | 34.0% | bullish high |
| TATA CONSUMER PRODUCTS | ₹3,927 Cr | +9% | 15.3% | bullish high |
| Ongc | — | — | — | bullish high |
| Ntpc | — | — | — | bullish high |
| SBI Life Insurance Company | — | — | — | bullish high |
Key sector risks this quarter
Ongc · high
Ramp-up to 45,000 bopd and 10 MMSCMD by Q4 FY25 depends on weather and installation timelines; delays could push targets.
Bharat Petroleum Corporation · highOngoing sanctions and payment issues cause intermittent delays in Russian crude deliveries; supply continuity is uncertain.
Bajajfinsv · highNo price hike in motor third-party for years; frequency of accidents rising, and regulatory approval for hike is uncertain, especially in an election year.
Ongc · mediumWindfall tax at $75/bbl cap may not be revised despite rising OpEx; management is engaging with government but no assurance.
Ongc · mediumOPaL reported negative EBITDA in FY24; turnaround depends on regulatory approvals and market conditions, which are uncertain.