As the fiscal fourth quarter of 2025 unfolds, the earnings season is generating significant buzz among investors and analysts. Major corporations, including IT giants and leading firms from various sectors, have begun to unveil their financial results for the quarter. This year has seen notable disclosures from companies such as Tata Consultancy Services (TCS), Infosys, Wipro, and Reliance Industries, among others.
Q4 Earnings Highlights
The earnings reports released so far indicate a stronger-than-anticipated performance across several sectors. However, a recent analysis from Motilal Oswal Financial Services raises concerns about future earnings, noting that revisions are leaning towards downgrades rather than upgrades. Here’s a brief overview:
- Strong performers: TCS, Infosys, Wipro, HCL Tech, and other major players have shown resilience.
- Market challenges: Analysts highlight ongoing global economic uncertainties, trade tensions, and the moderate performance in Q4FY25 as factors that may affect market stability.
Upcoming Earnings Announcements
Today marks an exciting day for investors, with several prominent companies set to report their Q4 earnings. Among those expected to release their results are:
- Tata Steel
- Ather Energy
- Bajaj Electricals
- PVR INOX
- Raymond
- Siyaram Silk Mills
- Happiest Minds Technologies
- Thomas Cook (India)
These announcements will provide further insights into the financial health of these organizations and their strategies moving forward.
Swiggy’s Performance Under Review
In the latest updates, HDFC Securities has provided an analysis of Swiggy’s performance in the food delivery and quick commerce sectors. While Swiggy’s food delivery metrics were in line with expectations, the rapid growth in its quick commerce division surpassed forecasts. Notably:
- Quick commerce burn: Swiggy faced a loss of Rs 8.4 billion in Q4, slightly better than the anticipated Rs 8.6 billion.
- Expansion efforts: The company added 316 dark stores during this period, resulting in higher customer acquisition costs and incentives.
Management has expressed optimism about gradually easing losses as investment peaks in quick commerce appear to be behind them. Following a 50% drop in stock price over the past five months, analysts are beginning to see potential value in Swiggy’s Instamart business, currently valued at approximately Rs 75 billion (less than USD 1 billion).
What Lies Ahead
As we continue to monitor the developments in this earnings season, it’s essential for stakeholders to stay informed about the latest updates from India Inc. Our ongoing coverage will bring you real-time insights and critical announcements, ensuring that you remain updated on the financial landscape.
Stay tuned as we keep you informed on the evolving narratives of corporate performance and market trends during this pivotal quarter.
