Q4 FY25 Results: 11 Stunning Surges & Shocking Slumps Shatter Market Expectations

DLF led real estate gains with a 39% profit surge (₹1,282 crore), while Delhivery’s turnaround to ₹72.5 crore profit fueled a 9% stock rally. Karur Vysya Bank (12.6% profit rise) and NLC India (4x jump to ₹468 crore) highlighted banking and energy sector strength. Zydus Wellness (14% profit growth) and Divi’s Labs (23% rise) mirrored consumer-pharma resilience, with the former announcing a stock split. Conversely, JK Paper’s profit plunged 72% due to import pressures, and CreditAccess Grameen crashed 88%, dragging shares down 7%.

Power Grid held steady (flat profit, ₹1.25 dividend), while IRB Infrastructure’s 14% profit growth signaled infrastructure recovery. Indices dipped slightly (Sensex -0.33%) amid IT sector lag, though auto and banking stocks offset losses. Strategic moves like Petronet LNG’s 43% profit leap and Texmaco’s margin targets (12-13% by FY26) underscored cautious optimism for FY26, balancing robust earnings with sector-specific headwinds.

Q4 FY25 Results: 11 Stunning Surges & Shocking Slumps Shatter Market Expectations

As the earnings season unfolds, several Indian companies have reported mixed Q4 FY25 results, triggering significant stock movements and strategic shifts.

Top Performers 

DLF Ltd:  

• Net Profit: Surged 39% YoY to ₹1,282 crore, driven by robust real estate demand.  

• FY25 Performance: Annual profit jumped 60% to ₹4,367 crore; revenue up 29%.  

• Dividend: Proposed ₹6 per share. Shares rose 3% ahead of results. 

Delhivery:  

• Turnaround Story: Posted a consolidated profit of ₹72.5 crore (vs. ₹68.5 crore loss YoY).  

• Stock Rally: Shares soared 9%, with analysts predicting a 56% upside due to improved logistics demand. 

Karur Vysya Bank (KVB):  

• Profit Growth: Net profit up 12.6% to ₹513.4 crore; recommended a ₹2.60/share dividend. 

NLC India:  

• Quadrupled Profit: Consolidated profit skyrocketed 311% to ₹468.46 crore; plans a JV with Rajasthan’s RVUNL. 

BLS E-Services:  

• 58.7% Profit Jump: PAT at ₹17.3 crore fueled a 17% stock rally. 

Zen Technologies:  

• Upper Circuit: Shares hit upper circuit amid defense sector optimism, though specifics were undisclosed. 

Sector-Specific Highlights 

• Energy & Infrastructure:  

• Power Grid Corp: Flat profit at ₹4,143 crore; revenue up 2.3%. Final dividend of ₹1.25/share announced.  

• IRB Infrastructure: Profit rose 14% to ₹215 crore; FY25 net profit surged 971% post-operational efficiency gains. 

• Consumer Goods & Pharma:  

• Zydus Wellness: Net profit up 14% to ₹172 crore; approved a 5:1 stock split and ₹6/share dividend.  

• Divi’s Labs: Shares surged 6% as Q4 profit climbed 23% to ₹662 crore. 

• Renewables:  

• ACME Solar: Strong capacity utilization noted, though specifics pending. 

Struggling Players 

Heritage Foods:  

• 5% Stock Drop: Despite undisclosed results, shares fell amid profit-booking. 

JK Paper:  

• 72% Profit Plunge: Net profit crashed to ₹77 crore due to high import costs and rising wood prices. 

CreditAccess Grameen:  

• 88% Profit Collapse: PAT nosedived to ₹47.2 crore; shares tanked 7%. 

Sai Silks (Kalamandir):  

• 53% Profit Decline: Challenges in retail demand led to a 5% stock dip. 

Dividends & Strategic Moves 

• Petronet LNG: Declared ₹1,095 crore profit (+43% YoY); final dividend pending.  

• Texmaco Rail: Targeting 12-13% EBITDA margin by FY26 (up from 10.3%).  

• Restaurant Brands Asia (Burger King): Narrowed losses to ₹60.4 crore; revenue up 6%. 

Market Sentiment 

• Indices Dip: Sensex fell 0.33% to 82,059; Nifty 50 down 0.3% at 24,945.  

• Sectoral Split: Auto and banking stocks gained (Bajaj Auto, Shriram Finance), while IT (Infosys, TCS) lagged. 

Looking Ahead 

Companies like LIC, Gujarat Fluorochemicals, and Pilani Investment will announce results next week. Analysts remain bullish on infrastructure, renewables, and select consumer stocks, while cautioning about volatility in midcaps and export-driven sectors.  

The Q4 earnings season underscores a resilient real estate sector, recovering logistics demand, and lingering challenges in consumer discretionary and paper industries. Strategic dividends and margin improvement targets signal confidence in FY26 growth.