Business APAC
April 18, 2025
It’s that time again when India’s major companies open their books and share how they did in the last quarter (ending March 31, 2025). 17th April 2025 Q4 results painted a mixed picture, even though the overall stock market mood was quite positive. Some businesses showed solid growth, while others felt the pinch from challenges in their specific industries, giving everyone much to think about regarding the current economy.
Infosys: A Bit of Give and Take.
First up was the IT giant, Infosys. Their net profit for the quarter came in at ₹7,033 crore. That’s down nearly 12% compared to the same time last year (when it was ₹7,969 crore). However, looking just at the last few months, their profit did nudge up by about 3.3% since the December quarter. On the income side (revenue), they brought in ₹40,925 crore, which is almost 8% more than last year.
But, compared to the previous quarter, revenue dipped slightly by 2%. In a sign of confidence and wanting to give back to those who own their shares, Infosys announced it plans to give a final dividend of ₹22 per share for the financial year. Looking ahead to next year (FY26), they’re being cautious, predicting revenue growth somewhere between 0% and 3% (in constant currency terms) and aiming for profit margins of 20-22%. These Q4 results 2025 from Infosys were closely watched.
Jio Financial Services: Keeping the Engine Running.
So, looking at Jio Financial Services, they seem to be keeping their foot on the gas. Their profit nudged up slightly to ₹316 crore for the quarter – that’s about 1.8% higher than the same time last year. Not a massive jump, but heading in the right direction. What was more impressive was their income from operations, which climbed by a healthy 18% compared to last year, hitting ₹493 crore. It looks like things are clicking for them on the growth front, according to their latest Q4 results 2025.
HDFC Life: A Strong Showing in Insurance HDFC Life Insurance
Also brought some good news to the table. The insurance giant had a strong quarter, boosting its standalone profit (from its main business) by a solid 16% compared to last year. That brought their quarterly profit to ₹477 crore. These Q4 results 2025 are another sign that things within India’s own financial and insurance markets seem quite robust right now.
Tata Elxsi: Hitting a Quarterly Speed Bump
It wasn’t all smooth sailing, though. Tata Elxsi, the design and tech specialists, seemed to hit a bit of a speed bump this quarter, especially when you compare it to the previous one. Their net profit dropped 14% from the last quarter, coming in at ₹172 crore. Revenue also slipped by 3.3% compared to the prior quarter, landing at ₹908 crore. Interestingly, despite these softer quarterly numbers reflected in their Q4 results 2025, the company still proposed a hefty ₹75 per share dividend, perhaps signalling underlying confidence or a commitment to returning value to shareholders.
Good News from Finance: Jio Financial & HDFC Life Shine
Over in the financial world, things looked brighter based on their Q4 results:
- Jio Financial Services kept growing, reporting a profit of ₹316 crore for the quarter, a small but steady 1.8% increase from last year. Their income also jumped significantly by nearly 18% to ₹493 crore.
- HDFC Life Insurance also had a strong finish to the year. Their standalone profit (just the core insurance business) grew by a healthy 16% compared to last year, reaching ₹477 crore.
Quick Recap (Q4 FY25 Numbers as of April 17, 2025):
- Infosys: Profit ₹7,033 cr (Down vs last year, Up vs last quarter). Revenue ₹40,925 cr (Up vs last year, Down vs last quarter). Dividend planned: ₹22/share. Cautious outlook for FY26 (0-3% revenue growth). These Q4 results 2025 set the tone for the sector.
- Jio Financial: Profit ₹316 cr (Up 1.8% vs last year). Revenue ₹493 cr (Up 17.9% vs last year).
- HDFC Life: Standalone Profit ₹477 cr (Up 16% vs last year).
- Tata Elxsi: Profit ₹172 cr (Down 14% vs last quarter). Revenue ₹908 cr (Down 3.3% vs last quarter). Dividend planned: ₹75/share. The Tata Elxsi Q4 results showed a dip.
Reading Between the Lines: What Does It All Mean?
While the individual company Q4 results 2025 tell part of the story, what’s happening in the bigger picture? The mixed results, especially Infosys’s cautious forecast, hint that global economic uncertainty is still making clients hesitant about spending big on technology. Infosys making less profit even with higher revenue compared to last year suggests they might be feeling pressure on their profit margins – something many IT companies are watching closely.
On the flip side, the strong performance from Jio Financial and HDFC Life shows the strength within India’s financial market. This could be because more Indians are using financial products and services. Even though some results were shaky, the overall stock market was quite cheerful yesterday (helped by celebrations for the Bombay Stock Exchange’s 150th anniversary!).
This might mean investors are looking past the immediate ups and downs, perhaps hopeful about future growth. Still, the fact that these big companies had such different results shows that investors need to look carefully at each company and industry, not just the market overall.
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