The street is readying for the Q1 earnings, and all eyes are on how the new financial year kickstarted for corporate India after the blockbuster Q4. In fact, the earnings performance in Q4 exceeded popular expectations by a wide margin.
The fourth quarter earnings growth bordered around the 10% level as opposed to earlier estimates of low single digit growth. This was one of the reasons why India Inc was able to close FY25 with strong momentum.
As Gautam Duggad, Head of Research – Institutional Equities at Motilal Oswal Financial Services highlighted in an interview with Financia lExpress.com earlier, “most importantly, the quality and spread of the earnings have been far better. 19 out of the 22 sectors in our coverage posted either in-line or better than expected earnings. Even the spread has improved.”
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Here is a look at the top 5 large cap companies that have clocked the highest quarterly profit.
Source: FE Stock Screener
This data is from the stock screener on Financialexpress.com. We have referred to the screener, “Highest YOY Quarterly profit growth” and sorted stocks by market cap. We chose the large caps to highlight companies delivering the strongest year-on-year profit gains.
India Inc Report card: Highest YOY quarterly profit growth PAT(Rs cr)Q4FY25Q3FY25Q2FY25Q1FY25Suzlon1,180.98387.76200.6302.29ITC19,8075,0135,0545,177Waaree Energies644.47507376401BSE493.67219346264PB Fintech170.66725160
Source: FE Stock Screener
Suzlon Energy: The big ‘execution’ boost
Suzlon is the star performer in this category. The Q4FY25 profit for the company jumped over 330% YoY to Rs 1,180 crore from Rs 254 crore in Q4FY24. Even if we track the sequential performance of the company, it has clocked three-fold growth from the previous quarter. One of the big triggers supporting Suzlon’s performance has been the strong order pipeline and recent focus on clean and renewable energy.
Additionally, the company executed 573 MW in the quarter, much higher than the estimates of 475MW. This also bumped up the FY25 execution number to 1.55GW (2.2x YoY). The uptick was aided by a capacity ramp up to 4.5GW. Installations are likely to pick up and the management has guided for 60% YoY growth in deliveries/profit after tax in FY26.
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