Q4 2025 Earnings Blowout: 7 Shocking Wins as Tata Communications & AU Small Finance Bank Crush Expectations

Tata Communications led the earnings surge with a 311% standalone profit jump to ₹697 crore, alongside a ₹25/share dividend, reflecting strong operational efficiency. AU Small Finance Bank reported a 36% rise in net profit to ₹504 crore, driven by 27% deposit growth and improved asset quality, while Havells India posted a 16% profit increase to ₹517 crore, rewarding shareholders with a ₹6 dividend. Anant Raj’s realty profits climbed 51% to ₹119 crore, signaling robust demand in housing and commercial projects.

Mahindra Logistics narrowed losses, with shares soaring 7%, and Cyient DLM’s profit rose 36%. Alok Industries cut losses by 65%, sparking a 17% stock rally. Despite Tata Investment’s 38% profit dip, sectoral resilience shone through, with banking, manufacturing, and real estate outperforming. Investors now eye results from Tata Consumer and LTIMindtree for further market cues. 

Q4 2025 Earnings Blowout: 7 Shocking Wins as Tata Communications & AU Small Finance Bank Crush Expectations

As the earnings season gains momentum, several major Indian companies announced robust financial performances for the March 2025 quarter. Here’s a breakdown of key highlights and market reactions:  

Top Performers 

Tata Communications: Profit Soars 311%

• Standalone Net Profit: Jumped to ₹697.10 crore (vs. ₹169.17 crore in Q4 FY24).  

• Consolidated Net Profit: Surged 224% to ₹1,040.51 crore (vs. ₹321.52 crore YoY).  

• Dividend: Board recommended a final dividend of ₹25 per share.  

• Stock Reaction: Shares rose 0.96% to ₹1,589.70 ahead of results. 

AU Small Finance Bank: Profit Up 36%

• Net Profit: Rose to ₹503.69 crore (vs. ₹370.73 crore YoY), though conflicting reports cited an 18% rise from a different base.  

• Key Metrics:  

• Deposits grew 27% YoY; CASA ratio at 29%.  

• Gross advances increased 20% YoY to ₹1.15 lakh crore.  

• Asset quality improved, with GNPA at 2.28% (vs. 2.31% in Q3). 

• Dividend: ₹1 per share proposed.  

• CEO Insight: Sanjay Agarwal highlighted resilience amid macroeconomic challenges, emphasizing growth in secured lending and liquidity measures. 

Havells India: Steady Growth

• Consolidated Net Profit: Up 16% to ₹517 crore (vs. ₹446.7 crore YoY).  

• Dividend: Recommended ₹6 per share. 

Other Notable Results 

• Anant Raj Ltd: Realty firm’s net profit surged 51% to ₹118.64 crore; revenue rose to ₹551 crore. Shares gained 3.3% post-announcement.  

• Cyient DLM: Profit climbed 36% to ₹31.03 crore.  

• Mahindra Logistics: Narrowed losses drove shares up 7%; Q4 PAT jumped 67% to ₹13.12 crore.  

• Alok Industries: Reduced consolidated net loss to ₹74.47 crore (vs. ₹215.93 crore YoY). Shares rallied 17%.  

• Sampann Utpadan India: Profit skyrocketed to ₹5.45 crore (vs. ₹44.64 lakh YoY). 

Market Reactions 

• Mahindra Logistics: Shares hit a high of ₹328.45, up 7%, after results.  

• Tata Investment Corporation: Fell 3% as Q4 PAT declined 38% to ₹37.72 crore.  

• HCL Technologies: Traded flat at ₹1,481 ahead of its earnings announcement. 

Upcoming Results to Watch (April 23) 

• LTIMindtree  

• Tata Consumer Products  

• Bajaj Housing Finance  

• 360 One WAM  

• Dalmia Bharat 

Sectoral Insights 

• Banking & Finance: AU Small Finance’s results reflect sectoral strength in secured lending, though unsecured portfolios faced headwinds.  

• Real Estate: Anant Raj’s growth underscores rising demand in housing and commercial projects.  

• Manufacturing & IT: Mixed reactions as companies like Cyient DLM posted gains, while IT majors like HCL Tech awaited results. 

Conclusion 

The Q4 earnings season highlights resilience in sectors like banking, real estate, and manufacturing, despite global economic uncertainties. With dividends, improved asset quality, and strategic growth initiatives, companies like Tata Communications and AU Small Finance Bank are positioning for sustained momentum. Investors will now turn their attention to upcoming results from consumer and tech giants for further market cues.