Q4 FY25 Growth Guidance & Performance Comparison
MCX: 574% profit growth | BSE: 362% profit growth | Shakti Pumps: 352% revenue growth | E2E Networks: 285% profit growth
Capital Markets: BSE, MCX leading | NBFCs: Bajaj Finance 25-27% AUM guidance | Wealth Management: 360 ONE, Nuvama exceptional growth
Manufacturing: PG Electroplast 77% growth | Defense: Solar Industries, BEL, Zen Tech | Cables: Polycab, KEI Industries market leaders
IT Services: Coforge 40.3% growth | AI Focus: Persistent Systems, KPIT | Cloud: E2E Networks exceptional performance
CDMO Leaders: Laurus Labs 209% profit growth | API Focus: Divi's Labs, Supriya Life | Export Growth: Beta Drugs 72.7% export surge | Premium Brands: Abbott India ₹475/share dividend
Defense Modernization: Strong order books | Digital Transformation: Cloud & AI adoption | Export Opportunities: Global expansion focus
Listen to expert insights on the Q4 FY25 Growth Guidance & Performance Comparison
10 Companies - Banking, NBFCs, Asset Management with conservative growth and quality focus
| Company | FY26 Growth Guidance | Q4 FY25 Performance | Key Metrics | Actions |
|---|---|---|---|---|
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HDFC Bank
HDFCBANK
|
Market rate growth CD ratio: 96% → 85-90% |
Excellent ROA: 1.9% | NIM: 3.46% Deposit growth: 15.8% YoY |
Gross NPA: 1.4% Asset growth: 7.7% Best-in-class quality |
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ICICI Bank
ICICIBANK
|
Balanced growth Digital focus, risk management |
Outstanding Profit: ₹47,227 Cr (+15.5%) Loan growth: 13.9% YoY |
Net NPA: 0.39% CAR: 16.55% CASA: 38.4% |
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Bajaj Finance
BAJFINANCE
|
25-27% AUM growth 23-24% profit growth target |
Exceptional Revenue: ₹69,725 Cr (+26.8%) AUM: ₹4.16L Cr (+26%) |
Customer base: 102M ROE: 19-21% target Net NPA: 44 bps |
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Bajaj Finserv
BAJAJFINSV
|
AUM: 25-27% Profit: 23-24% ROE: 19-21% |
Exceptional Revenue: ₹18,469 Cr (+24%) Profit: ₹4,546 Cr (+19%) |
Customer base: 10 Cr milestone New loans: +36% (1.01 Cr) Stock split 1:2 + 4:1 bonus |
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Muthoot Finance
MUTHOOTFIN
|
15% AUM growth Conservative guidance |
Outstanding PAT: ₹5,352 Cr (+20%) Gold AUM: ₹1.03L Cr (+41%) |
Branches: 7,391 Dividend: ₹26/share Market leader |
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Cholamandalam Finance
CHOLAFIN
|
Strategic expansion Gold loan business launch |
Strong AUM: ₹1.99L Cr (+30%) Net income: +29% YoY |
CAR: 19.5% GNPA: 3.78% Cash: ₹15,267 Cr |
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HDFC Asset Management
HDFCAMC
|
Strong equity flows No specific guidance |
Strong Revenue: ₹1,025 Cr (+30%) Profit: ₹638 Cr (+18%) |
FY25 Revenue: ₹4,050 Cr (+28%) FY25 Profit: ₹2,461 Cr (+27%) Dividend: ₹90 |
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Bajaj Housing Finance
BAJAJHFL
|
AUM growth: 25%+ Home loans focus |
Outstanding Revenue: ₹2,508 Cr (+25.6%) Profit: ₹587 Cr (+53.8%) |
AUM: ₹1.15L Cr (+26%) GNPA: 0.29%, NNPA: 0.11% ROA: 2.4%, ROE: 12.1% |
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Power Finance Corporation
PFC
|
Loan Growth: 10-11% Target: Zero NPAs by FY26 |
Strong Revenue: ₹29,285 Cr (+21%) Profit: ₹8,358 Cr (+11%) |
AUM: ₹5.43 trillion (+12.8%) NII surge: +41% (₹12,681 Cr) GNPA improved: 1.94% (vs 2.68%) |
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REC Limited
RECLTD
|
Loan Growth: 12% Target: ₹10L Cr by 2030 |
Solid Revenue: ₹15,348 Cr (+21%) Profit: ₹4,310 Cr (+6%) |
Loan book: ₹5.67L Cr Renewable target: ₹3L Cr by 2030 Dividend yield: 4.53% |
5 Companies - Wealth Management, Housing Finance, Broking with high growth potential
| Company | FY26 Growth Guidance | Q4 FY25 Performance | Key Metrics | Actions |
|---|---|---|---|---|
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360 ONE WAM
360ONE
|
UBS partnership driven Global expansion strategy |
Strong Profit: ₹1,015 Cr (+26.6%) AUM: ₹5.81L Cr |
ARR AUM: 23.2% growth Total Revenue: 35% YoY Wealth leader |
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Nuvama Wealth
NUVAMA
|
Strong momentum Client asset expansion |
Exceptional Profit: ₹985 Cr (+58%) Client Assets: $41.5B (+50%) |
Operating PAT: $72M Growth: 62% YoY Market leader |
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AAVAS Financiers
AAVAS
|
20-25% AUM growth Rural housing focus |
Solid AUM: ₹192B (+20%) Profit: +21% YoY |
Spread: 5.72% NPAs: 1.14% ROE: 14.06% |
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CDSL
CDSL
|
Market leadership 79% market share |
Strong Revenue: ₹1,199 Cr (+32%) Demat accounts: 15.29 Cr |
Market share: 79% Account growth: 32% Technology leader |
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CAMS
CAMS
|
20%+ non-MF growth Technology leadership |
Excellent Revenue: ₹1,334 Cr (+25%) EBITDA margin: 46% |
Non-MF revenue: 13.7% CAMS Pay: 85% growth MF leader |
4 Companies - Exceptional performance with explosive growth in trading volumes
| Company | FY26 Growth Guidance | Q4 FY25 Performance | Key Metrics | Actions |
|---|---|---|---|---|
|
Bombay Stock Exchange
BSE
|
Continued strong market momentum expected Technology leadership |
🚀 Record Revenue: ₹1,052 Cr (+85%) Profit: +362% YoY |
Record quarterly performance 2:1 bonus issue completed Market cap: ₹1.14L Cr (+231% YTD) |
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Multi Commodity Exchange
MCX
|
Strong trading volume growth expected Market leadership maintained |
🚀 Explosive Revenue: ₹291 Cr (+61%) Profit: +574% YoY |
Market share: ~98% Record dividend: 300% (₹30/share) ADT: ₹2.2 trillion |
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Motilal Oswal Financial Services
MOTILALOFS
|
Recovery expected Focus on asset management growth |
Challenging Revenue: ₹1,209 Cr (-44.4%) Loss: ₹65 Cr (-109%) |
FY25 PAT: ₹2,494 Cr AUM: ₹5.5 trillion Market volatility impact |
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KFin Technologies
KFINTECH
|
International expansion Global fund administration |
Strong Revenue: ₹283 Cr (+24%) International: 29% |
Market share: 32.4% AAUM growth: 25.9% 273% since listing |
13 Companies - AI transformation leaders with strong deal pipelines and margin expansion
| Company | FY26 Growth Guidance | Q4 FY25 Performance | Key Metrics | Actions |
|---|---|---|---|---|
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Coforge
COFORGE
|
Robust growth expected Strong deal momentum |
Exceptional Growth: 40.3% YoY CC growth: 32.0% FY25 |
Large deals: 14 in FY25 TCV: $1.56Bn Q4 Top performer |
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Persistent Systems
PERSISTENT
|
Strong trajectory AI-led platform strategy |
Outstanding Revenue: $1,409.1M (+18.8%) 19 consecutive quarters |
EBIT margin: 14.7% AI leader Dividend: ₹35/share |
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KPIT Technologies
KPITTECH
|
18-22% CC growth Raised EBITDA to 21%+ |
Strong Growth: 17.6% YoY 16 consecutive quarters |
EBITDA: 21%+ guidance Automotive focus $280M Q4 deals |
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L&T Technology
LTTS
|
Near 10% CC growth Including Intelliswift |
Steady Revenue: ₹10,670.1 Cr Growth: 9.5% YoY |
$2B revenue target EBIT: 17-18% Large deals: $50M+ |
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Info Edge
NAUKRI
|
Double-digit growth Platform leadership |
Consistent Revenue: ₹2,850 Cr Growth: 12.8% YoY |
Resumes: 104M Market leader Diversified streams |
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Affle India
AFFLE
|
Strong momentum 23.1% revenue CAGR (FY25-27) |
Solid Revenue: ₹622.59 Cr Growth: 8.9% QoQ |
CPCU business strong AI integration Digital advertising |
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Newgen Software
NEWGEN
|
Continued strong momentum expected AI-first strategy implementation |
Steady Revenue: ₹430 Cr (+15%) Profit: ₹108 Cr (+3%) |
87 customers with ₹5 Cr+ billing US region: 20% growth AI agents: Lumyn, Harper, Marvin |
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Zen Technologies
ZENTEC
|
Strong defense order pipeline expected European expansion for simulators |
🚀 Explosive Revenue: ₹350 Cr (+139%) Profit: +189% YoY |
Defense simulation leader TISA Aerospace acquisition 117% stock gains in past year |
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Aurionpro Solutions
AURIONPRO
|
Banking & Fintech growth to continue AI capabilities enhancement |
Strong Revenue: ₹327 Cr (+32.4%) Profit: ₹50 Cr (+30.8%) |
Banking segment: 56% of revenue AryaXAI AI Lab launched 100% analyst BUY rating |
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E2E Networks
E2E
|
Continued high growth in AI/cloud Digital transformation leader |
🚀 Outstanding Revenue: ₹59 Cr (+98.8%) Profit: +285.6% YoY |
FY25 Revenue: ₹164 Cr Strong cloud services growth Market cap: +44.8% in 1 year |
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Infollion Research Services
INFOLLION
|
US expansion Inorganic growth opportunities |
Strong Revenue: ₹19 Cr (+58%) Profit: ₹3.1 Cr (+49%) |
B2B Human Cloud platform 250 employees (+69% YoY) Strong ROE: 28.7% |
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Shilchar Technologies
531201
|
Capacity expansion planned 20-25% growth target |
🚀 Exceptional Revenue: ₹232 Cr (+120%) Profit: ₹55 Cr (+121%) |
Transformer manufacturing leader 1:2 bonus issue approved 16,880% returns over 5 years |
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Dynacons Systems & Solutions
DSSL
|
Strong growth in IT services Government contracts focus |
Good Revenue: ₹329 Cr (+16.6%) Profit: ₹18 Cr (+29.1%) |
FY25 Revenue: ₹1,274 Cr (+23.7%) LIC contract: ₹138 Cr Deloitte Fast 50 featured |
9 Companies - API, CDMO, and branded pharma with strong export focus and innovation pipeline
| Company | FY26 Growth Guidance | Q4 FY25 Performance | Key Metrics | Actions |
|---|---|---|---|---|
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Laurus Labs
LAURUSLABS
|
15-20% revenue CAGR CDMO business driving growth |
🚀 Explosive Revenue: ₹1,720 Cr (+27%) Profit: +209% YoY |
CDMO: 60+ active projects R&D spend: 4.8% of sales ImmunoACT CAR-T approval |
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Divi's Laboratories
DIVISLAB
|
EBITDA CAGR: 22% PAT CAGR: 15% |
Outstanding Revenue: ₹2,585 Cr (+12.24%) Profit: ₹662 Cr (+23%) |
FY25 Revenue: ₹9,360 Cr (+19.31%) Cash: ₹3,696 Cr Dividend: ₹30/share |
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Abbott India
ABBOTINDIA
|
No specific guidance Market leadership maintained |
Excellent Revenue: ₹1,605 Cr (+11.5%) Profit: ₹367 Cr (+28%) |
Dividend: ₹475/share Stock hit ATH: ₹31,999 Specialized therapy leader |
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Marksans Pharma
MARKSANS
|
Continued strong growth OTC focus driving expansion |
Strong Revenue: ₹453 Cr (+25.5%) Profit: ₹95 Cr (+40%) |
OTC: 74% of revenue US market: 70% of business Cash: ₹661 Cr (debt-free) |
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Supriya Lifescience
SUPRIYA
|
24% revenue CAGR target Anti-histamines leadership |
Strong Revenue: ₹187 Cr (+16.7%) Profit: ₹50 Cr (+36.4%) |
40+ API portfolio Global anti-histamines leader Debt-free operations |
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Caplin Point Laboratories
CAPLIPOINT
|
US market expansion USFDA approvals pipeline |
Solid Revenue: ₹502 Cr (+10.86%) Profit: ₹143 Cr (+17.25%) |
38 ANDA approvals out of 48 Strong LatAm & Africa presence 55 products under development |
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Acutaas Chemicals
ACUTAAS
|
35% growth guidance Revised up from 30% |
Exceptional Revenue: ₹308 Cr Profit: ₹62 Cr (+148.4%) |
Strong CDMO pipeline Several projects near commercialization Renamed from AMI Organics |
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Beta Drugs
BETA
|
Triple export sales target 23-25% EBITDA margins |
Strong Revenue: ₹362 Cr (+24.1%) Export growth: +72.7% |
Branded sales: ₹100+ Cr Present in 46+ countries PIC/S approval received |
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Gujarat Themis Biosyn
506879
|
Revival strategy Cyclical recovery expected |
Challenging Revenue: ₹38 Cr (-10.2%) Profit: ₹12 Cr (-24.5%) |
Rifampicin leader in India 3-year ROE: 41.4% Debt-free balance sheet |
16 Companies - Infrastructure boom beneficiaries with strong order books and capacity expansion
| Company | FY26 Growth Guidance | Q4 FY25 Performance | Key Metrics | Actions |
|---|---|---|---|---|
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Shakti Pumps
SHAKTIPUMP
|
100%+ growth target for FY25 Capacity expansion to ₹5,000 Cr |
🚀 Phenomenal H1 FY25: 352% revenue growth 2730% PAT growth |
Order book: ₹1,800 crore Q3 guidance: ₹500 Cr 16-18% EBITDA margin |
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PG Electroplast
PGEL
|
FY26: ₹6,345 Cr revenue (+30.3%) 30-35% CAGR target |
Outstanding Revenue: ₹1,910 Cr (+77.4%) Profit: ₹146 Cr (+104.5%) |
FY25 Revenue: ₹4,870 Cr (+77.3%) Product business drove growth Room AC sales: 2x growth |
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Solar Industries
SOLARINDS
|
₹10,000 Cr target Defense revenue: ₹3,000 Cr |
Exceptional Revenue: ₹7,540 Cr (+24%) Q4 PAT: ₹346 Cr (+42%) |
Order book: ₹7,100 Cr Defense focus Margin expansion |
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Polycab India
POLYCAB
|
Exceeded FY26 targets early Market leadership strategy |
Outstanding Revenue: ₹22,000+ Cr (+24%) Q4 PAT: ₹730.3 Cr (+34%) |
Market share: 26-27% FMEG growth: +45% Record performance |
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APL Apollo Tubes
APLAPOLLO
|
20% volume growth ₹1,500 Cr CAPEX |
Record Revenue: ₹19,996 Cr Q4 PAT: ₹293 Cr (+72%) |
Volume: 21% growth Debt-free achieved 5M tons by FY27 |
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Kaynes Technology
KAYNES
|
60% revenue growth $1B by FY28 target |
Exceptional Revenue: ₹2,722 Cr (+51%) Q4 growth: 54% YoY |
Order book: ₹6,597 Cr EBITDA: 15.1% Electronics leader |
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KEI Industries
KEI
|
Continued strong growth Market share gains |
Strong Revenue: ₹9,736 Cr Cables: 35% YoY Q4 |
Q4 PAT: ₹227 Cr (+34%) Outperforming peers Strong execution |
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Mazagon Dock
MAZDOCK
|
Strong order visibility Defense modernization |
Strong Revenue: ₹11,432 Cr Q3 growth: 33% YoY |
Order book: ₹34,787 Cr EBITDA: 26% Q3 Naval focus |
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SRF Limited
SRF
|
Recovery momentum Chemicals turnaround |
Recovery Revenue: ₹14,693 Cr (+12%) Q4: 21% YoY growth |
Chemicals: +30% Q4 CAPEX: ₹1,100 Cr 4th gen refrigerants |
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Gravita India
GRAVITA
|
Vision 2028: 25% CAGR Diversification strategy |
Strong Revenue: ₹3,869 Cr (+22%) PAT: ₹312 Cr (+31%) |
QIP: ₹1,000 Cr raised Li-ion expansion Global recycling |
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PI Industries
PIIND
|
Revenue growth: 11% CAGR Earnings growth: 8.2% CAGR |
Mixed Revenue: ₹1,862 Cr (+3.4%) Profit: ₹331 Cr (-10.6%) |
Q3 showed 72% YoY growth 20+ products under evaluation Strong biologicals pipeline |
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Pidilite Industries
PIDILITIND
|
Cautiously optimistic Focus on rural & B2B segments |
Strong Revenue: ₹3,222 Cr (+9.2%) Profit: ₹422 Cr (+40.5%) |
FY25 Revenue: ₹13,140 Cr Strong margin expansion B2B segment: +19% growth |
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Voltamp Transformers
VOLTAMP
|
Revenue growth: 15% CAGR Next 3 years forecasted |
Excellent Revenue: ₹625 Cr (+23.9%) Profit: ₹97 Cr (+3.5%) |
Record dividend: ₹100/share 5-yr revenue CAGR: 18.1% Strong electrical infrastructure |
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Frontier Springs
522195
|
Focus on Indian Railways 90% of production for railways |
Strong Revenue: ₹231 Cr Profit: ₹35 Cr |
Market Cap: ₹1,868 Cr (+195% in 1 year) Railway springs segment leader Strong positioning |
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Jupiter Wagons
JWL
|
Targeting ₹5,000 Cr revenue 30%+ volume growth guidance |
Solid Revenue: ₹1,045 Cr (+15.97%) Profit: ₹97 Cr (+19.5%) |
Order book: ₹7,028 Cr EV business launching Q3 Strong railway positioning |
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TARIL
TARIL
|
Strong order book Power sector demand |
Exceptional PAT: ₹94 Cr (+136%) Revenue: ₹676 Cr |
Export order: $16.65M Capacity: 6,000 MVA Power transformers |
4 Companies - Premium consumption trends and brand leadership driving growth
| Company | FY26 Growth Guidance | Q4 FY25 Performance | Key Metrics | Actions |
|---|---|---|---|---|
|
Titan Company
TITAN
|
Strong growth expected International expansion focus |
Milestone Revenue: ₹50,456 Cr (+22%) Crossed ₹50,000 Cr mark |
Jewellery: +25% Q4 CaratLane: +23% Market leader |
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Varun Beverages
VBL
|
Continued growth International expansion |
Strong Revenue: ₹21,257 Cr Growth: 29% YoY |
Volume: 23.2% growth South Africa/DRC entry India: 11.4% growth |
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D-Mart
DMART
|
Cautious optimism Metro expansion focus |
Mixed Revenue: ₹14,872 Cr (+17%) PAT: ₹551 Cr (-2%) |
EBITDA margin: 6.4% Same-store: 8.1% Margin pressure |
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Nestle India
NESTLEIND
|
Positive momentum Product innovation focus |
Solid Beverages: ₹2,000+ Cr Double-digit growth |
Nescafe leadership Rural recovery Innovation driven |
6 Companies - Hospitality, Healthcare, Engineering with niche leadership positions
| Company | FY26 Growth Guidance | Q4 FY25 Performance | Key Metrics | Actions |
|---|---|---|---|---|
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Indian Hotels
INDHOTEL
|
Strong growth expected ₹1,200 Cr investment |
Record Revenue: ₹8,565 Cr (+12%) 12th consecutive record |
EBITDA margin: 35% 74 signings 95% capital light |
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Narayana Health
NH
|
Capacity expansion ~2,000 beds addition |
Strong Revenue: ₹1,475 Cr (+18.4%) EBITDA: 26.1% margin |
Cayman: +15.3% India: +11.3% Asset optimization |
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Rainbow Children's
RAINBOW
|
18-20% revenue growth 780+ beds by FY27 |
Steady Revenue: ₹370 Cr (+8.5%) EBITDA margin: 25%+ |
JCI accredited Cash: ₹700 Cr Pediatric leader |
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Prudent Corporate
PRUDENT
|
Strong momentum MF adoption growth |
Exceptional Revenue: 40% growth Profit: 42% growth |
AUM: ₹99,678 Cr ROE: 34% Network: 56% expansion |
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GMM Pfaudler
GMMPFAUDLR
|
Recovery expected Operational efficiency |
Temporary challenges Q4 loss: ₹27 Cr One-time costs |
Order book: ₹1,740 Cr Global leader EUR 33.2M defense order |
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RNFI Services
RNFI
|
Focus on fintech expansion Regulatory approvals targeting |
Mixed Revenue declined 12.3% Net profit: +103.8% |
FY24 Revenue: ₹9,431 Cr Payworld acquisition completed IPO at 90% premium |
4 Companies - Defense, Telecom, FinTech with unique value drivers and turnaround stories
| Company | FY26 Growth Guidance | Q4 FY25 Performance | Key Metrics | Actions |
|---|---|---|---|---|
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Bharat Electronics
BEL
|
15% revenue growth 27% operating margin maintained |
Outstanding Revenue: ₹23,769 Cr (+16%) PAT: ₹5,323 Cr |
Order book: ₹71,650 Cr Export: $359M 420% 3-year return |
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Bharti Airtel
BHARTIARTL
|
5G expansion ARPU leadership focus |
Strong* Revenue: ₹1,74,559 Cr (+15.3%) PAT: ₹37,481 Cr (+338%)* |
ARPU: ₹245 vs Jio ₹206 Market share: 33.7% *Includes tax benefit |
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Tips Industries
TIPSMUSIC
|
Digital expansion Content monetization |
Strong Revenue: ₹311 Cr (+29%) PAT: ₹167 Cr (+31%) |
YouTube: 117.1M subs EBITDA: 47.5% Viral content leader |
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Bajaj Holdings
BAJAJHLDNG
|
Portfolio optimization Insurance consolidation |
Steady Revenue: ₹1,840 Cr Portfolio performance |
Bajaj Allianz: 26% CCI approval Dividend: ₹28/share |
This analysis uses The Web Cornucopia™ Stock Analysis & Ranking Methodology to evaluate and rank stocks by Financial Strength, Growth Potential, Competitive Edge, Management Quality, and Value.