Diversified Sector — Q4 FY25 Earnings Overview
11 companies reported. 6 bullish, 5 neutral, 0 bearish.
Company Results
| Company | Revenue | YoY | Margin | Sentiment |
|---|---|---|---|---|
| Ntpc | ₹1,90,862 Cr | +5% | — | bullish high |
| Ongc | ₹1,37,361 Cr | -0.3% | — | neutral medium |
| Bharat Petroleum Corporation | ₹1,26,865 Cr | — | — | neutral medium |
| Maruti | ₹38,800 Cr | +5.7% | — | neutral medium |
| Bajajfinsv | ₹36,595 Cr | +14% | 35.0% | neutral medium |
| Hal | ₹30,105 Cr | +7.25% | 31.0% | bullish high |
| Grasim | ₹8,929 Cr | +32% | — | bullish medium |
| TATA CONSUMER PRODUCTS | ₹4,608 Cr | +17% | 13.6% | neutral medium |
| Divislab | — | — | — | bullish medium |
| Sbin | — | — | — | bullish high |
| SBI Life Insurance Company | — | — | — | bullish high |
Key sector risks this quarter
Gas production currently at 2.75 MSCMD; target of 6-7 MSCMD hinges on installing a living quarters platform, delayed due to weather.
Hal · highGE engine supply issues have delayed deliveries; despite resolution, sustained ramp-up to 24+ units per year remains a challenge.
Bharat Petroleum Corporation · highLPG under-recovery is ~INR 170/cylinder, costing INR 650-700 crore per month. No government compensation mechanism has been announced, which could pressure cash flows.
Grasim · highThe paint market has been negative excluding Birla Opus, and FY26 may remain a low single-digit growth year, potentially delaying market share and profitability targets.
TATA CONSUMER PRODUCTS · highTea prices remain ~15% higher YoY; if crop normalizes slower than expected, margin recovery could be delayed beyond Q2 FY26.