Stocks To Watch: HAL, Adani Energy, Suzlon Energy, JSW Steel, Britannia

LIC Q2 FY25 (Consolidated, YoY)

• Net Profit down 3.7% at Rs 7,729 crore versus Rs 8,030 crore (Bloomberg estimates Rs 8,435 crore).

• Net Premium Income up 11.5% at Rs 1.2 lakh crore versus Rs 1.1 lakh crore.

• APE up 25.74% Rs 16,465 crore versus Rs 13,095 crore.

• VNB up 46.9% Rs 2,941 crore versus Rs 2,002 crore.

• VNB Margin at 17.86% versus 15.29%.

• 13th month Persistency ratio at 68.17% versus 71.19%.

• 61st month Persistency ratio at 54.76% versus 55.17%.

Tata Motors Q2 FY25 (Consolidated, YoY)

• Revenue down 3.5% at Rs 1.01 lakh crore versus 1.05 lakh crore (Estimate: Rs 1,03,005 crore).

• Ebitda down 14.2% at Rs 11,736 crore versus Rs 13,676 crore (Estimate: Rs 14,636 crore).

• Margin down 140 basis points at 11.6% versus 13% (Estimate: 14.20%).

• Net profit down 10% at Rs 3,450 crore versus Rs 3,832 crore (Estimate: Rs 4,805 crore).

Orient Cement Q2 FY25 (Consolidated, YoY)

• Revenue down 24.55% at Rs 544 crore versus Rs 721 crore

• (Bloomberg estimate Rs 636 crore).

• Ebitda down 48.27% at Rs 45 crore versus Rs 87 crore. (Bloomberg estimate Rs 70 crore).

• Ebitda margin down 379 bps at 8.27% versus 12.06%. (Bloomberg estimate 11.1%).

• Net profit down 92% at Rs 2 crore versus Rs 25 crore. (Bloomberg estimate Rs 19 crore).

Mayur Uniquoters Q2 FY25 (Consolidated, YoY)

• Revenue up 2.46% at Rs 208 crore versus Rs 203 crore.

• Ebitda down 0.23% at Rs 42.5 crore versus Rs 42.6 crore.

• Ebitda margin down 55 bps at 20.43% versus 20.98%.

• Net profit up 25% at Rs 40 crore versus Rs 32 crore.

Jupiter Wagons Q2 FY25 (Consolidated, YoY)

• Revenue up 14.78% at Rs 1009 crore versus Rs 879 crore. (Bloomberg estimate Rs 1,082 crore)

• Ebitda  up 16.66% at Rs 140 crore versus Rs 120 crore. (Bloomberg estimate Rs 173 crore)

• Ebitda margin up 22 bps at 13.87% versus 13.65%. (Bloomberg estimate 16%)

• Net profit up 8.53% at Rs 89 crore versus Rs 82 crore. (Bloomberg estimate Rs 116 crore)

 Aarti Industries Q2 FY25 (Consolidated, YoY)

• Revenue up 11.96% at Rs 1628 crore versus Rs 1454 crore. (Bloomberg estimate Rs 1,655 crore)

• Ebitda down 15.45% at Rs 197 crore versus Rs 233 crore. (Bloomberg estimate Rs 243 crore)

• Ebitda margin down 392 bps at 12.1% versus 16.02%. (Bloomberg estimate 14.7%)

• Net profit down 42.85% at Rs 52 crore versus Rs 91 crore. (Bloomberg estimate Rs 77 crore)

OLA Electric Mobility Q2 FY25 (Consolidated, YoY)

• Revenue up 39% at Rs 1,214 crore versus Rs 873 crore.

• Ebitda loss of Rs 379 crore versus Ebitda loss of Rs 435 crore.

• Net loss of Rs 495 crore versus loss of Rs 524 crore.

Premier Energies Q2 FY25 (Consolidated, YoY)

• Revenue up 120.02% at Rs 1527 crore versus Rs 694 crore.

• Ebitda up 284.84% at Rs 381 crore versus Rs 99 crore.

• Ebitda margin up 1068 bps at 24.95% versus 14.26%.

• Net profit up 288.67% at Rs 206 crore versus Rs 53 crore.

Jupiter Life Line Hospitals Q2 FY25 (Consolidated, YoY)

• Revenue up 22.43% at Rs 322 crore versus Rs 263 crore. (Bloomberg estimate Rs 302 crore).

• Ebitda  up 21.31% at Rs 74 crore versus Rs 61 crore. (Bloomberg estimate Rs 72 crore).

• Ebitda margin down 21 bps at 22.98% versus 23.19%. (Bloomberg estimate 23.6%).

• Net profit up 50% at Rs 51 crore versus Rs 34 crore. (Bloomberg estimate Rs 49 crore).

Relaxo Footwears Q2 FY25 (Consolidated, YoY)

• Revenue down 5.04% at Rs 679 crore versus Rs 715 crore. (Bloomberg estimate Rs 746 crore).

• Ebitda  down 4.34% at Rs 88 crore versus Rs 92 crore. (Bloomberg estimate Rs 99 crore).

• Ebitda margin up 9 bps at 12.96% versus 12.86%. (Bloomberg estimates 13.3%).

• Net profit down 15.9% at Rs 37 crore versus Rs 44 crore. (Bloomberg estimate Rs 43 crore).

CE Info Systems Q2 FY25 (Consolidated, QoQ)

• Revenue up 1.96% at Rs 104 crore versus Rs 102 crore. (Bloomberg estimates Rs 120 crore).

• EBIT down 17.8% at Rs 31.75 crore versus Rs 38.63 crore. (Bloomberg estimates Rs 45 crore).

• EBIT margin down 734 bps at 30.52% versus 37.87%. (Bloomberg estimates 37.7%).

• Net profit down 16.66% at Rs 30 crore versus Rs 36 crore. (Bloomberg estimates Rs 42 crore).

Fine Organic Industries Q2 FY25 (Consolidated, YoY)

• Revenue up 10.16% at Rs 596 crore versus Rs 541 crore. (Bloomberg estimate Rs 579 crore).

• Ebitda  up 15.08% at Rs 150.42 crore versus Rs 130.7 crore. (Bloomberg estimate Rs 145 crore).

• Ebitda margin up 107 bps at 25.23% versus 24.15%. (Bloomberg estimate 25.1%).

• Net profit up 12.5% at Rs 117 crore versus Rs 104 crore. (Bloomberg estimate Rs 117 crore).

Welspun Corp Q2 FY25 (Consolidated, YoY)

• Revenue down 18.65% at Rs 3302 crore versus Rs 4059 crore (Bloomberg estimates Rs 2,819 crore).

• Ebitda at Rs 399 crore versus Rs 399 crore. (Bloomberg estimates Rs 389 crore).

• Ebitda margin up 225 bps at 12.08% versus 9.83% (Bloomberg estimates 13.8%).

• Net profit down 26.87% at Rs 283 crore versus Rs 387 crore. (Bloomberg estimates Rs 218 crore).

Purvankara Q2 FY25 (Consolidated, YoY)

• Revenue up 34.51% at Rs 495 crore versus Rs 368 crore. (Bloomberg estimate Rs 595 crore).

• Ebitda up 31.76% at Rs 112 crore versus Rs 85 crore.

• Ebitda margin down 47 bps at 22.62% versus 23.09%.

• Net loss at Rs 17 crore versus loss of Rs 11 crore (Bloomberg estimates Rs 28 crore).

Dreamfolks Services Q2 FY25 (Consolidated, YoY)

• Revenue up 12.2% at Rs 317 crore versus Rs 282 crore. (Bloomberg estimate Rs 347 crore).

• Ebitda down 5% at Rs 23 crore versus Rs 24.2 crore (Bloomberg estimate Rs 32 crore).

• Ebitda margin at 7.3% versus 8.6% (Bloomberg estimate Rs 9.1%).

• Net profit down 9.1% at Rs 16 crore versus Rs 17.6 crore (Bloomberg estimate Rs 24 crore).

Fortis Healthcare Q2 FY25 (Consolidated, YoY)

• Revenue up 12.37% at Rs 1988 crore versus Rs 1769 crore (Bloomberg estimate Rs 1,973 crore).

• Ebitda  up 31.91% at Rs 434 crore versus Rs 329 crore (Bloomberg estimates Rs 399 crore).

• Ebitda margin up 323 bps at 21.83% versus 18.59% (Bloomberg estimates 20.2%).

• Net profit up 4.89% at Rs 193 crore versus Rs 184 crore (Bloomberg estimates Rs 205 crore).

GE Vernova T&D India Q2 FY25 (YoY)

• Revenue up 58.73% at Rs 1108 crore versus Rs 698 crore (Bloomberg estimate Rs 963 crore).

• Ebitda up 236.06% at Rs 205 crore versus Rs 61 crore (Bloomberg estimate Rs 139 crore).

• Ebitda margin up 976 bps at 18.5% versus 8.73% (Bloomberg estimate 14.4%).

• Net profit up 291.89% at Rs 145 crore versus Rs 37 crore (Bloomberg estimate Rs 98 crore).

Metropolis Healthcare Q2 FY25 (Consolidated, YoY)

• Revenue up 13.4% at Rs 350 crore versus Rs 309 crore (Bloomberg estimate Rs 350 crore)

• Ebitda up 20.2% at Rs 89.9 crore versus Rs 74.8 crore (Bloomberg estimate Rs 90 crore)

• Ebitda Margin at 25.7% versus 24.2% (Bloomberg estimates 25.8%)

• Net Profit up 31% at Rs 46.7 crore versus Rs 35.7 crore (Bloomberg estimate Rs 47 crore)

Samhi Hotels Q2 FY25 (Consolidated, YoY)

• Revenue up 20.7% at Rs 266 crore versus Rs 220 crore (Bloomberg estimate Rs 267 crore).

• Ebitda up 81.4% at Rs 92.2 crore versus Rs 50.8 crore (Bloomberg estimate Rs 87 crore).

• Margin at 34.7% versus 23.1% (Bloomberg estimate 32.7%).

• Net Profit at Rs 12.6 crore versus loss of Rs 88 crore (Bloomberg estimate Rs 11 crore).

 Signatureglobal India Q2 FY25 (Consolidated, YoY)

• Revenue at Rs 749 crore versus Rs 98.5 crore.

• Ebitd Loss of Rs 11.8 crore versus Ebitda loss of Rs 30.6 crore

• Net Profit at Rs 4.2 crore versus Loss of Rs 19.9 crore

• Alert: Co Has Deferred Tax Credit Of `29 Cr in Current Quarter

GIC Housing Q2 FY25 (YoY)

• Revenue down 1.7% at Rs 266 crore versus Rs 270 crore

• Net profit up 21% at Rs 36.5 crore versus Rs 30.2 crore

SMS Pharmaceuticals Q2 FY25 (Consolidated, YoY)

• Revenue up 17.96% at Rs 197 crore versus Rs 167 crore.

• Ebitda  up 13.79% at Rs 33 crore versus Rs 29 crore.

• Ebitda margin down 61 bps at 16.75% versus 17.36%.

• Net profit up 16.66% at Rs 14 crore versus Rs 12 crore.

Shipping Corporation of India Q2 FY25 (Consolidated, YoY)

• Revenue up 32.7% at Rs 1,451 crore versus Rs 1,093 crore.

• Ebitda at Rs 533 crore versus Rs 236 crore.

• Ebitda margin at 36.7% versus 21.6%.

• Net profit at Rs 291 crore versus Rs 65.7 crore.