๐ Infosys (NSE: INFY)
-
Performance: Infosys reported a 0.9% sequential revenue decline in constant currency terms and a 1.2% dip in dollar terms, aligning with its guidance. โUpstox – Online Stock and Share Trading
-
Outlook: The company faces continued pressure from weak discretionary spending and project delays.โUpstox – Online Stock and Share Trading
๐ Jio Financial Services (NSE: JIOFIN)
-
Performance: Jio Financial Services announced its Q4 FY25 results on April 17, 2025. โmint+4Goodreturns+4Upstox – Online Stock and Share Trading+4
-
Outlook: The company’s performance and strategic initiatives will be closely watched by investors.โ
๐ Tata Elxsi (NSE: TATAELXSI)
-
Performance: Tata Elxsi reported a 13% year-over-year decline in net profit to โน1.72 billion, missing analyst estimates. โReuters
-
Outlook: The transportation segment, accounting for over half of its revenue, faced challenges due to paused projects amid tariff-related and geopolitical uncertainties. However, the company anticipates growth from top clients in the upcoming quarter.โReuters
๐ HDFC Asset Management Company (NSE: HDFCAMC)
-
Performance: HDFC AMC announced its Q4 FY25 results on April 17, 2025. โET Now+2Goodreturns+2Upstox – Online Stock and Share Trading+2
-
Outlook: Investors will monitor the company’s performance and any strategic developments following the earnings release.โ
๐ HDFC Life Insurance (NSE: HDFCLIFE)
-
Performance: HDFC Life Insurance also reported its Q4 FY25 earnings on April 17, 2025. โGoodreturns+1Upstox – Online Stock and Share Trading+1
-
Outlook: The company’s results and future guidance will be key factors influencing investor sentiment.โ
๐ Additional Stocks to Watch
-
UltraTech Cement: Announced plans to acquire a 26% stake in AMPIN C&I Power Eight for โน25 crore, indicating a strategic move into renewable energy. โmint
-
Wipro: Scheduled to release its Q4 FY25 earnings, with market participants keen on its performance amid the current tech industry challenges.
- Stocks to Watch on Monday (April 1, 2024) After Q4 Results
The Indian stock market will react to several key Q4 earnings announcements made last week. Here are the top stocks to monitor based on their results and management commentary:
1. Infosys (IT – Large Cap)
- Q4 Performance:ย Missed revenue estimates, but margins improved.
- Key Highlights:
- Weak FY25 revenue growth guidance (1-3% in constant currency).
- Large deal wins at $4.5 billion.
- Attrition dropped to 12.6%.
- Market Reaction:ย Stock may remain under pressure due to weak outlook.
2. Jio Financial Services (Financial Services – Large Cap)
- Q4 Performance:ย Net profit rose 6% QoQ.
- Key Highlights:
- Strong growth in lending business.
- Plans to enter insurance and payments space.
- Market Reaction:ย Positive sentiment likely due to expansion plans.
3. Tata Elxsi (IT – Mid Cap)
- Q4 Performance:ย Revenue up 4.5% QoQ, PAT up 6%.
- Key Highlights:
- Strong growth in automotive & healthcare segments.
- Margins remained stable.
- Market Reaction:ย Stock may see buying interest due to steady performance.
4. HDFC AMC (Financial Services – Large Cap)
- Q4 Performance:ย Net profit up 44% YoY.
- Key Highlights:
- AUM (Assets Under Management) grew sharply.
- Strong retail investor participation.
- Market Reaction:ย Positive movement expected.
Other Stocks to Watch:
- Tata Communications (Telecom):ย Revenue growth muted, but margin expansion seen.
- IndusInd Bank (Banking):ย Strong NII growth, but NPA concerns linger.
- Bajaj Auto (Auto):ย Beat estimates with strong exports recovery.
Market Outlook:
- IT Sector:ย Weakness may continue due to Infosysโ guidance.
- Financials:ย Jio Financial & HDFC AMC could outperform.
- Auto & Pharma:ย Select stocks like Bajaj Auto may rally.
Investor Action:
- Buying Opportunity:ย Stocks like Tata Elxsi & HDFC AMC may attract investors.
- Caution Needed:ย Infosys and other IT stocks could see selling pressure.
๐ External Links (เคฌเคพเคนเคฐเฅ เคฒเคฟเคเค):
เคฏเฅ เคชเฅเคฐเคพเคฎเคพเคฃเคฟเค เคจเฅเคฏเฅเค เคตเฅเคฌเคธเคพเคเคเฅเคธ เคธเฅ เคนเฅเค เคเคฟเคจเคธเฅ เคเคพเคจเคเคพเคฐเฅ เคฒเฅ เคเค เคนเฅ:
๐ Internal Links (เคเคเคคเคฐเคฟเค เคฒเคฟเคเค):
เคเคจ เคฒเคฟเคเค เคเคพ เคเคชเคฏเฅเค เคเคช เค เคชเคจเฅ เคฌเฅเคฒเฅเค เคเฅ เค เคจเฅเคฏ เคฒเฅเคเฅเค เคฏเคพ เคชเฅเคเฅเค เคธเฅ เคเคเคเคฐเคเคจเฅเคเฅเคถเคจ เคเฅ เคฒเคฟเค เคเคฐ เคธเคเคคเฅ เคนเฅเค: