The fiscal fourth quarter of 2025 is in full swing, with numerous prominent companies from various sectors unveiling their earnings reports. Notable players in the tech industry, such as Tata Consultancy Services (TCS), Infosys, and Wipro, are among those releasing their financial results. Alongside them, major firms like Reliance Industries, Paytm, and Zomato are also making headlines as they share their quarterly performance metrics.

Key Earnings Reports for Q4 2025

Today marks a significant day for several businesses as they prepare to announce their fiscal results. Companies expected to reveal their Q4 performance include:

• Titan Company
• Larsen & Toubro
• Biocon
• Pidilite Industries
• Asian Paints
• Britannia Industries
• Canara Bank
• Bharat Forge
• Kalyan Jewellers India
• Zee Entertainment Enterprises

This lineup showcases a diverse range of sectors, indicating a comprehensive overview of the market’s health.

Growth Predictions from Nuvama

According to a report from Nuvama, the anticipated top-line growth for Q4FY25 is expected to be around 6% year-over-year for their coverage universe, excluding oil marketing companies (OMCs). This figure represents a decline from the 8% growth noted in Q3FY25. This marks the eighth consecutive quarter where growth has been below the 10% threshold.

Sector Performance Insights:

• Strong Growth (>15% YoY): EMS, internet services, NBFCs, quick service restaurants (QSR), consumer services
• Moderate Growth (10–15% YoY): Durable goods, FMCG, pharmaceuticals, retail, industrials, non-lending financials
• Weak Growth (<10% YoY): IT, banking, metals, energy, paints, cement

Notable Earnings Highlights

Sapphire Foods reported a 13% year-on-year increase in revenue, driven by strong performances from KFC and Pizza Hut. However, challenges such as heightened operational costs and advertising limitations affected their overall earnings before interest, taxes, depreciation, and amortization (EBITDA) margins.

Hindustan Petroleum Corporation (HPCL) has seen its stock rise by 16% over the last three months, significantly outperforming the Nifty Index. Analysts from Elara Securities remain optimistic about the oil marketing sector, attributing this growth to lower crude prices and favorable marketing margins.

Godrej Consumer Products (GCPL) has also garnered attention, with analysts from ICICI Securities praising their strategic execution and long-term vision, particularly in the household insecticides market. Following a period of underperformance, GCPL has received a BUY rating, reflecting improved growth prospects.

Upcoming Earnings Announcements

As the day progresses, more companies are set to share their Q4 results, including:

• Titan Company
• Biocon
• Asian Paints
• Union Bank of India
• Muthoot Microfin

Stay tuned as we continue to provide live updates on these crucial earnings announcements and their implications for the market.

Conclusion

The Q4 earnings season is proving to be a critical time for investors and analysts alike. With a mix of strong and moderate growth expectations, the outcomes of these earnings reports will significantly influence market sentiment moving forward. Keep an eye on the developments as we report on the latest financial insights and company performances throughout this quarter.