Q4 Results : AU SFB Profit Dips, Havells Beats Estimates, HCL Technologies in Focus

Q4 Results Updates:

Market Buzz: Major Q4 Earnings Reports Roll Out on April 22, 2025

The Indian stock market is buzzing with activity as multiple companies gear up to announce their Q4 financial results for the January-March period. Among the key companies set to release their earnings today, April 22, 2025, are HCL Technologies Ltd., Mahindra & Mahindra Financial Services Ltd., AU Small Finance Bank Ltd., Choice International Ltd., Cyient DLM Ltd., Delta Corp Ltd., Hathway Cable & Datacom Ltd., Havells India Ltd., Huhtamaki India Ltd., Tata Communications Ltd., Vardhman Special Steels Ltd., and Waaree Energies Ltd. Investors are particularly focused on the financial performances of these companies, as they look to gauge sectoral trends, profitability, and market sentiment. The results could offer critical insights into the health of India’s economic recovery, especially in industries like telecommunications, banking, and consumer electronics. CNBC-TV18 is providing live coverage of these updates, with the financial market keeping a close watch on both the numbers and the future outlook provided by the management teams.

Highlights:

• HCL Technologies, AU Small Finance Bank, Havells India, Tata Communications, Waaree Energies, and more will report results.

• Focus on sectors: Telecom, banking, consumer goods, and infrastructure.

• Updates will be tracked in real-time by CNBC-TV18.

Cyient DLM Reports Strong Q4 Results, Profit and Revenue Surge

Cyient DLM, a key player in the engineering and manufacturing services sector, delivered a solid performance in its Q4 results. The company reported a net profit of ₹31 crore for the quarter, reflecting a robust 36.5% growth compared to ₹22.7 crore in the same period last year. This strong profit growth was driven by a significant increase in revenue, which rose by 18.3% to ₹428 crore, up from ₹361.8 crore in Q4 FY24. The company’s EBITDA also saw a substantial increase, up by 51.2% to ₹57.3 crore, compared to ₹37.9 crore in the previous year. Furthermore, Cyient DLM’s EBITDA margin expanded to 13.4%, up from 10.5% in the corresponding quarter of the previous year. The performance underscores the company’s operational efficiency and its ability to scale its business amid strong market demand.

Highlights:

• Net profit surged by 36.5% YoY to ₹31 crore.

• Revenue growth of 18.3% YoY to ₹428 crore.

• EBITDA up by 51.2% to ₹57.3 crore.

• EBITDA margin increased to 13.4% from 10.5%.

Tata Communications Sees Profits Triple YoY, Revenue Growth Moderates

Tata Communications Ltd. posted impressive Q4 earnings, with its net profit tripling year-on-year to ₹1,040.5 crore, compared to ₹321.5 crore in Q4 FY24. This sharp jump in profit was driven by strong operational performance, although revenue growth was more moderate, with a 6.1% year-on-year increase. The company reported revenue of ₹4,619 crore for the quarter, driven by robust demand across its data services and enterprise solutions. However, despite the strong profit figures, Tata Communications’ margins saw a slight dip, with its margin for the quarter standing at 18.7%. The company’s strong balance sheet and improved cash flow provide it with the flexibility to invest further in infrastructure and technological upgrades, positioning it well for the next phase of growth in the global telecommunications sector.

Highlights:

• Net profit up by 3x YoY to ₹1,040.5 crore.

• Revenue rose by 6.1% YoY to ₹4,619 crore.

• Margins dipped slightly to 18.7%.

• Strong focus on data services and enterprise solutions.

Havells India Reports Strong Q4 Performance, Exceeds Estimates

Havells India Ltd. reported an impressive Q4 net profit of ₹517 crore, significantly outperforming CNBC-TV18’s estimate of ₹458 crore. The company’s bottom-line performance came despite facing input cost pressures earlier in the year, particularly in raw materials and supply chain disruptions. Havells’ diverse product portfolio, including electrical consumer durables, lighting, and industrial cables, continues to drive growth in both urban and rural markets. The company’s effective cost management strategies, coupled with strong sales across its key product lines, enabled it to achieve solid results. The strong performance in Q4 also reflects Havells’ ability to innovate and expand in competitive markets, maintaining its leadership position in the consumer electrical goods industry.

Highlights:

• Net profit at ₹517 crore, beating estimates by 13%.

• Cost pressures mitigated by strategic management.

• Strong sales in consumer electricals and lighting.

AU Small Finance Bank Q4 Profit Inline, Asset Quality Faces Pressure

AU Small Finance Bank Ltd. reported a Q4 net profit of ₹503.7 crore for FY25, which was largely in line with analysts’ expectations of ₹503.2 crore. However, the bank’s profit showed a slight decline compared to ₹528.4 crore in the previous quarter. Despite this, the bank’s net interest income (NII) stood at ₹2,094 crore, beating expectations of ₹2,070 crore. AU Small Finance Bank has witnessed some pressure on its asset quality, with gross non-performing assets (NPA) rising to ₹2,477 crore, up from ₹2,335.5 crore in Q3 FY25. This increase in NPAs reflects some challenges in the bank’s portfolio, though the bank continues to maintain a solid balance sheet. Analysts will be keenly observing how AU Small Finance Bank manages its asset quality and controls credit costs in the coming quarters.

Highlights:

• Net profit in line with estimates at ₹503.7 crore.

• NII came in at ₹2,094 crore, beating estimates.

• Asset quality pressure, with gross NPAs rising to ₹2,477 crore.

HCL Technologies Q4 Update: Market Focus on Earnings and Leadership Changes

HCL Technologies Ltd. is in the spotlight today as it prepares to release its Q4 financial results. The company’s shares have gained up to 1% today, recovering 2% from the day’s low of ₹1,464.5. Analysts will be focused on several key aspects during the earnings release, particularly HCL’s profitability in a challenging environment, its ongoing cost optimization initiatives, and how its new CEO, Venugopal Lamba, will steer the company in the coming quarters. Investors will also be keen to hear about any strategic shifts the company plans to undertake, especially given the competitive pressure in the IT services industry. Furthermore, with Citigroup, one of its largest clients, planning to insource certain services, analysts will closely watch the potential impact on HCL’s revenue pipeline.

Highlights:

• Shares have gained 1%, recovering from the day’s low.

• Focus on new CEO Venugopal Lamba’s strategy.

• Citigroup insourcing plans to be a key topic for discussion.

• Analysts to monitor margin trends and cost management.