The fourth quarter earnings season is picking up momentum and on Monday as many as 49 companies will announce their quarterly numbers. Key earnings to watch out include from Ultratech Cement, IRFC, TVS Motor, IDBI Bank, Adani Green and Adani Total Gas.
Apart from the above Aditya Birla Sun Life, Castrol India, Central Bank of India, CSB Bank, Dharni Capital, Enkei Wheels, Fino Payments Bank, Go Digit, Hexaware Technologies among others will also declare their results.
Ultratech Cement Q4 expectations
UltraTech Cement is expected to post a healthy operational performance for the quarter ended March 2025, driven largely by volume growth and stable margins. The country’s largest cement maker will benefit from higher capacity utilization and a modest uptick in realizations, although cost pressures and regional pricing weakness may cap overall profitability.
According to an average of four brokerage estimates, UltraTech’s revenue is likely to grow 12% year-on-year (YoY) in Q4, while profit is expected to rise by 8% over the same period. EBITDA growth may be in high-double digits.
However, blended realizations could remain under slight pressure on a YoY basis due to high base effects.
Volumes are expected to rise owing to acquisitions and a broad-based demand recovery, while cost control measures and lower input prices should support profitability on a sequential basis.
Kotak Equities said UltraTech’s India business revenue to grow 13% YoY to Rs 19,805 crore, with EBITDA rising 14.8% YoY.
"Adjusted PAT is seen increasing 16% YoY. Volume growth and better cost efficiencies are likely to aid margins, with EBITDA margin expected to expand 23 basis points YoY to 20.3%," the brokerage noted.
Meanwhile, Motilal Oswal ees consolidated revenue growing 13% YoY, aided by inorganic growth. "Like-to-like volume growth is estimated at 8% YoY, while consolidated EBITDA per tonne is pegged at Rs 1,104. Adjusted PAT is expected to grow 6% YoY despite higher depreciation and interest expenses."
( Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
Apart from the above Aditya Birla Sun Life, Castrol India, Central Bank of India, CSB Bank, Dharni Capital, Enkei Wheels, Fino Payments Bank, Go Digit, Hexaware Technologies among others will also declare their results.
Ultratech Cement Q4 expectations
UltraTech Cement is expected to post a healthy operational performance for the quarter ended March 2025, driven largely by volume growth and stable margins. The country’s largest cement maker will benefit from higher capacity utilization and a modest uptick in realizations, although cost pressures and regional pricing weakness may cap overall profitability.
According to an average of four brokerage estimates, UltraTech’s revenue is likely to grow 12% year-on-year (YoY) in Q4, while profit is expected to rise by 8% over the same period. EBITDA growth may be in high-double digits.
However, blended realizations could remain under slight pressure on a YoY basis due to high base effects.
Volumes are expected to rise owing to acquisitions and a broad-based demand recovery, while cost control measures and lower input prices should support profitability on a sequential basis.
Kotak Equities said UltraTech’s India business revenue to grow 13% YoY to Rs 19,805 crore, with EBITDA rising 14.8% YoY.
"Adjusted PAT is seen increasing 16% YoY. Volume growth and better cost efficiencies are likely to aid margins, with EBITDA margin expected to expand 23 basis points YoY to 20.3%," the brokerage noted.
Meanwhile, Motilal Oswal ees consolidated revenue growing 13% YoY, aided by inorganic growth. "Like-to-like volume growth is estimated at 8% YoY, while consolidated EBITDA per tonne is pegged at Rs 1,104. Adjusted PAT is expected to grow 6% YoY despite higher depreciation and interest expenses."
( Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
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