Q4 Earnings Season 2025: A Deluge of Reports from Companies Across Sectors
Financial Performance Summaries for Q4 2025: Earnings Decrease by 44.93% for Asian Paints; Profit Growth of 33.15% for Canara Bank
It's crunch time for companies in India as they prepare to unveil their Q4 results for the fiscal year 2025. Major players like TCS, Infosys, Maruti Suzuki India, M&M, Dabur India, HUL, Nestle India, Marico, and more have already released their earnings, painting a mixed picture of the economic landscape.
As we move forward, a host of other companies are gearing up to present their quarterly performance reports. These include Titan Company, L&T, Biocon, Pidilite Industries, Asian Paints, Britannia Industries, Canara Bank, Bharat Forge, Kalyan Jewellers India, REC, Union Bank of India, Zee Entertainment Enterprises, Muthoot Microfin, Sula Vineyards, Suryoday Small Finance Bank, Jindal Stainless, Escorts Kubota, IIFL Finance, Ceigall India, Hindustan Construction Company, DB Corp, IRB InvIT, and many others.
Nuvama's latest analysis report offers an insightful take on what we might expect from this Q4 earnings season. The forecast suggests that the top-line growth for the overall coverage universe (excluding OMCs) will be around 6% YoY, a decrease from the 8% YoY growth seen previously. This indicates moderate expectations for many sectors within Nuvama's coverage.
Specifically, sectors such as EMS, internet, NBFCs, and QSR are expected to see good top-line growth. On the other hand, sectors like IT, banks, metals, energy, paints, and cement are predicted to have weak or declining top-line growth. Intriguingly, the consumer sector, as exemplified by Asian Paints, has shown signs of weakness, with a significant dip in profit and margins.
Interestingly, the pharmaceutical sector, represented by Dr. Reddy's Labs, is forecasted to experience good top-line growth, with a 13–18% YoY growth in the global generics segment and a 15% growth in the India business thanks to vaccine additions and benefits from the European NRT business.
As the Q4 earnings season unfolds, all eyes will be on these reports to gauge the health of India's economy and gain insights into the performance of various sectors. Stay tuned for further updates!
Note: The pharmaceutical sector is expected to witness good top-line growth, specifically Dr. Reddy's Labs with 13–18% YoY growth, aided by a 15% increase in the global generics segment and India business due to vaccine additions and benefits from European NRT business [3][5].
In addition, some sectors, like consumer sector as seen in Asian Paints, are predicted to have weak or declining top-line growth, as indicated by a significant drop in profit and margins [2].
Similarly, Titan Company, a player in the jewelry sector, displayed some positive EBITDA growth sequentially but had a 5% YoY decline in Q4 EBITDA [1].
- With the Q4 Earnings Season 2025 underway, various sectors like EMS, internet, NBFCs, and QSR are predicted to see positive top-line growth.
- Sectors such as IT, banks, metals, energy, paints, and cement, however, are expected to have weak or declining top-line growth.
- In the consumer sector, Asian Paints has shown signs of weakness, with a significant drop in profit and margins.
- The pharmaceutical sector is forecasted to experience excellent top-line growth, with Dr. Reddy's Labs expected to garner 13-18% YoY growth, boosted by a 15% increase in the global generics segment and India business due to vaccine additions and benefits from the European NRT business.
- As we delve into this earnings season, investing in dividend-yielding stocks like Muthoot Microfin or Suryoday Small Finance Bank could potentially offer attractive returns.
- The volatility of the market could impact exchange-traded stocks, making it crucial to protect investments with diverse portfolios.
- Companies in the mining sector, such as Jindal Stainless and Escorts Kubota, might face challenges due to market fluctuations, necessitating careful strategic planning.
- As we move towards 2025, it's essential to stay informed about the earnings reports of companies like Hindustan Construction Company, DB Corp, IRB InvIT, and others to have insights into the health of the Indian economy and the performance of various sectors.
