Q4 Results 2025 Highlights: Delhivery profit at Rs 72.56 crore; Hyundai Motor profit drops by 3.75%

● Revenue from services of Rs 8,932 crore in FY25, growth of 10% YoY from Rs 8,142 crore in FY24.

● EBITDA nearly tripled YoY to Rs 376 (4.2% margin) crore in FY25 from Rs 127 (1.6% margin) crore in FY24.

● Profit after tax of Rs 162 crore in FY25, an increase of Rs 411 crore YoY from a loss of Rs 249 crore in FY24, marking FY25 as the first full year of PAT profitability.

ITC Hotels delivered strong Q4, driven by a 14% growth in average room rates (ARR) at Rs 15,000 and indicative occupancy expansion of 200bps to 79%, resulting in a 17% growth in revenue per available room (RevPAR). EBITDA margin expanded sharply to 40% (up 350bps YoY), driven by higher RevPAR premium versus the industry, ramp-up in occupancy at ITC Elara Securities said, “ITC Hotels enjoyed a healthy cash balance of Rs 16.5bn as of FY25. Expect the hospitality business to clock in 12% topline growth, driven by 5-7% ARR growth and 100-150bps growth in occupancy. Occupancies are improving at newer hotels (<five years old), many of which are still ramping up from sub-70% levels, and at ITC Ratnadipa (current occupancies <50%).”

An analysis report by Anand Rathi said, “Crompton Greaves Consumer reported a soft topline due to weak consumer sentiment and the delayed summer; however, margins improved sharply driven by cost-savings, strategic price hikes and a better product mix. Butterfly's phase 1 transformation is complete; phase 2 is underway, targeting double-digit revenue growth and 8–8.5% EBIT margin in the near term, with double-digit margins over the medium term. The company remains cautiously optimistic for the rest of summer and expects demand boost in H2 FY26, supported by the Budget tax cuts.”

Unsoo Kim, Managing Director, said, “FY25 business performance demonstrates our ability to navigate the tides by responding quickly to the ever-changing customer aspirations. Launch of products like CRETA Electric and Alcazar FL along with seamless product refreshments across segments helped us in maintaining our competitive edge. Hyundai’s strong brand presence in key global emerging markets enabled us to endure headwinds and sustain export volumes during the year. The year gone by signifies our resilience in the financial performance by way of sustained revenues & healthy operating margins attributable to improved realisations & effective cost control measures.”

▪ Highest ever domestic SUV Contribution at 68.5%, with strong traction across urban & rural markets

▪ CRETA marked another year of undisputed leadership, with >30% market share in midsize SUV space

▪ Embarking EV evolution with CRETA Electric launch, garnering positive response

▪ Successfully completed 25 years of exports excellence, fortifying brand presence in key emerging markets

▪ Despite macro & global headwinds, Export volumes sustained at 163K, while Domestic volumes stood at 599K

▪ Revenues at Rs 69,192.90 crore & EBITDA at Rs 8,953.80 crore, EBITDA margin at 12.9%

The company board has declared payment of special dividend being 3rd Interim Dividend @200%, (i.e., Rs 2 per equity share of Re 1 each) on 43,65,00,000 equity shares of the company for FY 2024-25, while celebrating 50 years of Emami. “The Record date for ascertaining the names of the members who will be entitled to receive the Interim Dividend is Thursday, 22nd May, 2025,” it said.

The company board has recommended a final dividend @ 25 per cent (Rs 0.50 per share of Rs 2 each) on the paid up share capital of the Company for FY 2024-25. “Final Dividend, if declared by the Company in the Annual General Meeting shall be paid/ dispatched within 30 days from the date of Annual General Meeting,” it said.

Shyam S Bhartia, Chairman, Jubilant Pharmova and Hari S Bhartia, Co-Chairman & Non-Executive Director, said, “We are pleased to announce revenue of Rs 7,235 crore in FY25, growth of 8% over last year. We delivered robust revenue growth across Radiopharma, Allergy Immunotherapy, CDMO Sterile Injectables and CRDMO businesses. EBITDA grew by 24% to Rs 1,230 crore on the back of strong operating performance across all business units. EBITDA margins for the year expanded by 220 basis points. Reported PAT grew by 1,050% to Rs 836 Cr., while normalised PAT grew by 112% to Rs 415 crore on the back of improved operating performance and reduced finance cost.”

Jubilant Pharmova on Friday released its fiscal fourth quarter earnings with profit at Rs 153.60 crore in comparison to a loss of Rs 58.60 crore recorded during the corresponding quarter of FY24. It posted revenue from operations at Rs 1928.80 crore, up 9.68 per cent as against Rs 1758.60 crore reported during the fourth quarter of previous financial year. The company EBITDA stood at Rs 345 crore, up 27.3 per cent YoY.

An analysis report by Anand Rathi Research Team stated, “We are positive regarding Mahindra & Mahindra (M&M) due to its domestic market share gains across PVs, CVs and tractors. We expect volumes to grow at a 9% CAGR over FY25-27, driven by 12% in PVs (launches), 6% in tractors (on the favourable regional trend and launches), 6% in CVs (rising share of pick-ups) and 15% in exports (on the favourable base and launches). Realization growth would be notable at 8%, owing to a higher share of EV models (FY26e/27e mix at 8%/12%; value 2x higher than the average). We expect standalone + MEAL’s revenue to grow by a strong 18% CAGR over FY25-27.”

Lupin reported revenue increased by 14% YoY, driven by solid growth in the India and US businesses, which rose 19% and 7% YoY, respectively. The EMEA business also posted robust growth of 30% YoY. The company’s gross margin improved by 200bps YoY and remained flat QoQ, driven by a favourable product mix, lower input costs, a reduced share of in-licensed products, and increased cost efficiencies. Axis Securities said, “Lupin has a strong pipeline of niche products that could support double-digit growth in the US market. Injectable products such as Glucagon and Dalbavancin, with a market opportunity of $500 Mn, are expected to launch within the next six months. Additionally, Liraglutide and Risperidone are likely to contribute to revenue in FY27E. The company is also exploring opportunities in biosimilars, including Ranibizumab and Aflibercept, while Tolvaptan (180 days Exclusivity) is expected to contribute to revenue in the generic segment in H1FY26.”

Q4 revenue at Rs 3.7bn, +34% YoY, was ~3% lower than estimate of Rs 3.8bn. However, a higher than expected gross margin drove a 4% beat on EBITDA. EBITDA margins stood at 22.1%. JM Financial said, “Order book at Rs 13.6bn rose 25% YoY (Industrial Gases +7%, LNG +119%, CSD -14%) while order inflow at Rs 3.6bn rose 18% YoY. However, this growth in order book was driven by a 55% growth in the exports backlog, which now stands at Rs 8.7bn, while the domestic order book declined 8% to Rs 4.8bn.”

The Board has considered and fixed the date of the 37th Annual General Meeting of the Company as August 13, 2025. “The Register of Members and Share Transfer Books will remain closed from Wednesday, August 6, 2025 to Wednesday, August 13, 2025, (both days inclusive) for the purpose of the 37th (Thirty Seventh) Annual General Meeting,” it said in a regulatory filing.

Godrej Industries Ltd released its fiscal fourth quarter earnings with profit at Rs 183.08 crore in comparison to a loss of Rs 311.81 crore recorded during the corresponding quarter of FY24. It posted revenue from operations at Rs 5,779.69 crore, up 26.55 per cent as against Rs 4,567.27 crore reported during the fourth quarter of previous financial year.

Greetings! The fiscal fourth quarter earnings season is on full swing and we, at FinancialExpress.com, are continuously bringing to you all the updates on the Q4 numbers and full financial year performance. Going forward as well, we will keep you updated on these numbers and the management commentary and important announcements by companies. Stay tuned!