Archives May 2025

Vedanta Ltd
Vedanta Q4 Results: Profit Skyrockets to ₹4,961 Cr, Revenue Jumps 13.93% on Higher Premiums and Strong Market Prices

Business and Industry Overview:  

Vedanta Ltd. is a big company from India. It works with natural resources. It does many types of work. It finds, takes out, and processes minerals and oil & gas. It sells these products in India and other countries. It makes and sells many materials. These are zinc, lead, silver, copper, aluminum, iron ore, and oil & gas. These are used in buildings, machines, transport, and electronic items. These things are important for daily life and India’s growth. Vedanta also has other businesses. It makes electricity in big power plants. It makes steel in India. It runs ports in India. It also makes glass parts in South Korea and Taiwan. These glass parts are used in TVs, phones, and computers. It works in many countries. It is in India, South Africa, Namibia, Ireland, Liberia, and the UAE. But the company has a big problem. It has taken a lot of loans. This means it has a lot of debt. This is not good. It can create trouble for the future. To fix this, Vedanta has a plan. It wants to break into smaller companies. Each small company will handle one type of business. One company will do aluminium. One will do oil and gas. One will do the power. This will help each company grow better. It will also bring new investors. Vedanta also wants to protect nature. It is working on green energy. This includes solar power and wind power. These do not cause pollution. Vedanta wants to stop pollution. It wants to become net-zero by 2050. This means it will not add bad gases to the air. Vedanta is very important for India. It gives raw materials to many industries. These industries make products, build things, and create jobs. Vedanta helps India grow. It helps India become strong and self-reliant.   

Latest Stock News: 

On April 30, 2025, Vedanta Ltd. shared strong results for the fourth quarter of FY25. The company’s net profit grew by 154% compared to last year, reaching ₹3,483 crore. This is the best result Vedanta has ever had in Q4. The increase in profit was due to more production and better control of costs. The prices of metals like aluminium and zinc also went up, helping the company earn more. Vedanta’s revenue from operations also went up by 14%, reaching ₹40,455 crore. This shows that the company was able to increase its sales and take advantage of higher metal prices. It shows Vedanta has been doing well in its main businesses, like mining and metal production. After this announcement, Vedanta’s stock price went up by 1.03%, reaching ₹420.65. This shows that investors are happy with the company’s performance and are confident in its future. However, analysts have warned about some risks. They say that the prices of aluminium and zinc, which helped Vedanta’s profit, may not stay as high in the future. If the prices of these metals go down, it could affect Vedanta’s profit. Vedanta is also planning to change its business structure. The company wants to separate into five smaller companies by September 2025. This is meant to make the business more efficient and focused. Each smaller company will concentrate on different parts of the business. This could help Vedanta grow and perform better. 

Segmental information: 

  1. Metals & Mining: This is the biggest part of Vedanta’s business. It includes mining and making metals like zinc, aluminium, copper, lead, and silver. Vedanta is one of the biggest makers of zinc and aluminium in India and around the world. They mine raw materials and then turn them into metal. 
  1. Oil & Gas: Vedanta has oil and gas operations through its company, Cairn Oil & Gas. This segment explores, produces, and sells oil and natural gas. It is one of the biggest private oil producers in India. The company works in oil fields in places like Rajasthan. 
  1. Power: Vedanta also works in the power sector. Its subsidiary, Sterlite Power, handles this part. It focuses on making and selling electricity. This includes both renewable energy and regular power generation. 
  1. Copper: Vedanta makes copper through its copper mining business, mainly in Zambia and India. It is a major player in the global copper market. The company mines, smelts, and refines copper. 
  1. Iron Ore: This segment focuses on mining iron ore, which is used to make steel. Vedanta has iron ore mines in Goa and Odisha, two important mining areas in India. 
  1. Other Segments: Vedanta also works in other areas like steel, aluminium, and fertilizers. These are smaller parts of the business but still add to the company’s total income. 
  1. Cairn Oil & Gas: This subsidiary works in the oil and gas business. It is one of the biggest private oil producers in India. Cairn Oil & Gas finds and produces oil and gas, mainly in Rajasthan. 
  1. Sterlite Power: Sterlite Power focuses on making and selling electricity. It works on both regular power generation and renewable energy. Sterlite Power also manages the transmission of electricity. 
     

Subsidiary information: 

  1. Konkola Copper Mines (KCM): KCM is in Zambia. It is one of the biggest copper mining companies there. It extracts copper, smelts it, and refines it. KCM helps Vedanta’s copper business grow. 
  1. Vedanta Aluminium: This subsidiary makes aluminium. Vedanta Aluminium is one of the biggest producers of aluminium in India. It has large plants for making aluminium and also produces alumina, which is used to make aluminium. 
  1. Vedanta Resources Limited: This is the parent company of Vedanta Ltd., and it is based in the UK. It owns and controls Vedanta’s different businesses. 
  1. Zinc International: Zinc International is part of Vedanta’s global zinc business. It works in countries like South Africa, Namibia, and Ireland. It focuses on mining and producing zinc. 
  1. Hindustan Zinc: Hindustan Zinc is one of Vedanta’s biggest companies in India. It is the largest zinc producer in India and produces lead and silver. It operates mines and plants in Rajasthan. 
  1. Vedanta Star Limited: This subsidiary works in the iron ore business. It operates iron ore mines in India and helps Vedanta in its iron ore production. 

Q4 Highlights: 

  • Net Profit: Went up by 154% to ₹3,483 crore (the highest Q4 result ever). 
  • Revenue: Increased by 14% to ₹40,455 crore because Vedanta made more products and sold them at better prices. 
  • Good Performance: More production, better cost management, and higher metal prices helped the company grow. 
  • Stock Price: Went up by 1.03% to ₹420.65, showing that investors liked the results. 
  • Risks: Experts say that lower prices for metals like aluminium and zinc could reduce future profits. 

Financial Summary: 

Amount in ₹ Crore Q4 FY24 Q4 FY25 FY24 FY25 
Revenue 35,509 40,455 143,727 152,968 
Expenses 26,741 28,989 108,415 110,625 
EBITDA 8,768 11,466 35,312 42,343 
OPM 25% 28% 25% 28% 
Other Income 385 762 5,239 5,544 
Net Profit 2,275.00 4,961 7,539 20,535 
NPM 6.41 12.26 5.25 13.42 
EPS 3.68 8.91 11.4 38.33 
BPCL Q4 Results: Net Profit Falls 8.3% to ₹4,391.83 Cr and Final Dividend Declared Amid Margin Pressure

Business and Industry Overview: 

Bharat Petroleum Corporation Limited (BPCL) is a big Indian company in the oil and gas industry. It started in 1976 after the nationalization of Burmah-Shell. BPCL is based in Mumbai. The company works in many areas like refining, selling fuel, lubricants, aviation fuel, and natural gas. BPCL has three main refineries in Mumbai, Kochi, and Bina, with a total capacity of more than 40 million metric tonnes per year. It also has over 20,000 fuel stations across India. The company sells lubricants under the MAK brand. BPCL is working on expanding its refining and petrochemical plants to meet India’s growing energy needs. The company plans to spend ₹1.7 trillion in the next 5-7 years. This will include building a new refinery and growing its petrochemical plants. BPCL also aims to reduce its carbon emissions and become net-zero by 2040. The company plans to invest ₹1 trillion in renewable energy and green technologies by 2035. BPCL is one of the largest government-run companies in India. It ranked 309th on the Fortune Global 500 list in 2020. BPCL employs around 34,000 people, making it a key player in India’s energy sector. 

Latest Stock News: 

Bharat Petroleum Corporation Limited (BPCL) shared its financial results for the fourth quarter of FY25. The company’s profit was ₹3,214 crore, which is 24% less than last year. This happened because the company made less money from refining oil. BPCL turns crude oil into products like petrol and diesel, and this business earned less money this time. The amount BPCL made from refining each barrel of oil dropped from $14.14 per barrel last year to $6.82 per barrel this year. BPCL’s total revenue for the quarter also dropped by 4%, reaching ₹1.27 lakh crore. This is because people bought less fuel, and the refining business did not perform as well. Even though the company made less money, BPCL decided to give ₹5 per share as a dividend to its investors. This is a way of sharing some of the profits with people who own shares in the company. After the results were shared, BPCL’s stock price went up by 2%, which was better than the overall market. This happened because the price of crude oil went down, helping BPCL reduce its costs. BPCL is also planning to invest in clean energy and green hydrogen, which could help the company grow in the future. Investors are watching these plans closely, as they may help BPCL make money in the long term. 

Segmental information: 

1. Refining: BPCL has three big refineries in Mumbai, Kochi, and Bina. These refineries turn crude oil into useful products like petrol, diesel, and LPG. Together, they can process over 35 million tonnes of oil every year. This part of BPCL’s business did well in FY2022-23 because there was more demand for these products. 

2. Retail Marketing:  BPCL runs more than 19,000 petrol stations all over India. These stations sell petrol, diesel, and LPG. This business brings in a lot of money for BPCL, about ₹44,000 crore in FY2022-23. 

3. Natural Gas (City Gas Distribution): BPCL works with partners to provide natural gas to homes and businesses. It operates in 52 areas, with 26 of them directly managed by BPCL. The company also runs over 2,120 CNG (Compressed Natural Gas) outlets and plans to expand in this area. 

4. Exploration & Production (E&P): BPCL’s subsidiary, Bharat PetroResources, looks for and produces oil and gas in countries like Russia, UAE, Mozambique, and Brazil. In FY2024, BPCL produced 1.78 million tonnes of oil and 0.85 billion cubic meters of gas from its international projects. 

5. Renewable Energy & Sustainability: BPCL is also focusing on renewable energy. It plans to spend ₹1 trillion on clean energy projects like wind, solar, and hydrogen. BPCL aims to have 2 GW of renewable energy by 2025 and 10 GW by 2035. It wants to become carbon-neutral by 2040. 

Subsidiary information: 

  1. Bharat PetroResources Limited (BPRL) 
  1. Petronet LNG Limited (PLL) 
  1. Indraprastha Gas Limited (IGL) 
  1. City Gas Distribution (CGD) Joint Ventures 
  1. Sabarmati Gas Limited (SGL) 
  1. Central UP Gas Limited (CUGL) 
  1. Maharashtra Natural Gas Limited (MNGL) 
  1. Haridwar Natural Gas Private Limited (HNGPL) 
  1. Goa Natural Gas Private Limited (GNGPL) 
  1. Aviation Fuel and Services 
  1. Bharat Stars Services Private Limited (BSSPL) 
  1. Delhi Aviation Fuel Facility Private Limited (DAFFPL) 
  1. Mumbai Aviation Fuel Farm Facility Private Limited (MAFFFL) 

Q4 Highlights: 

  • Net Profit: ₹4,392 crore, which is 8% lower than ₹4,790 crore in the same quarter last year. This was because of lower refining margins and losses from selling LPG below cost. 
  • Profit Growth: The profit increased by 15% from ₹3,806 crore in the previous quarter due to better refining and marketing margins. 
  • Revenue: ₹1,26,916 crore, a 4% decrease from ₹1,32,087 crore in the same quarter last year. 
  • Gross Refining Margin (GRM): It improved to $9.20 per barrel in Q4 FY25, compared to $5.60 per barrel in the previous quarter.
  • Crude Oil Processed: BPCL processed 10.58 million metric tonnes (MMT) of crude oil, slightly more than 10.36 MMT last year. 
  • Market Sales: Sales grew by 1.82% to 13.42 MMT in Q4 FY25, compared to 13.18 MMT in Q4 FY24. 

Financial Summary: 

Amount in ₹ Crore Q4 FY24 Q4 FY25 FY24 FY25 
Revenue 116,555 111,230 448,083 440,272 
Expenses 107,600 103,494 404,001 414,870 
EBITDA 8,955 7,737 44,082 25,401 
OPM 8% 7% 10% 6% 
Other Income 403 1,061 3,032 3,629 
Net Profit 4,790.00 4,392 26,859 13,337 
NPM 4.11 3.95 5.99 3.03 
EPS 11.04 10.12 61.91 30.74 
Bajaj Finserv Ltd
Bajaj Finserv Q4 Results: Net Profit Rises 14.1% to ₹2,416.6 Cr and Strong Revenue Growth

Business and Industry Overview: 

Bajaj Finserv Ltd is a big finance company in India. Its main office is in Pune, Maharashtra. The company started in 2007 after separating from Bajaj Auto. It is part of the Bajaj Group. The company works in many areas. It gives loans, sells insurance, runs mutual funds, and offers health and digital services. Its loan business is done by Bajaj Finance Ltd. This company gives many types of loans. These include personal loans, home loans, business loans, and loans for farmers. Bajaj Finserv also sells insurance. It works with two insurance companies — Bajaj Allianz Life Insurance and Bajaj Allianz General Insurance. In 2025, Bajaj Finserv said it wants to buy full control of both. The company started a mutual fund business in 2023. It now offers many investment options. Bajaj Finserv also has a website and app called Bajaj Markets. People can use it to get loans, insurance, and investment products. It also has a health company called Bajaj Finserv Health. It helps people get healthcare online. In 2024, it bought a company called Vidal Healthcare to grow more. The company also helps people. It gives scholarships and teaches skills to youth. Bajaj Finserv has over 100 million customers in India. 

Latest Stock News: 

On April 30, 2025, Bajaj Finserv’s stock fell by around 6%. The stock was trading near ₹1,936. This happened even after the company showed good results for the last quarter (Q4 FY25). Bajaj Finserv’s total profit for the quarter went up by 14%. It made ₹2,417 crore. Its revenue also increased by 14% to ₹36,595 crore. But investors were not happy. They were worried about higher credit costs. The company also gave a lower growth target for the next year (FY26). It said its asset growth (AUM) will now be 24–25%, earlier it was 25–27%. It also reduced its return on equity (RoE) goal from 21–23% to 19–20%. Bajaj Finance, which is part of Bajaj Finserv, also gave updates. It said one share will now become ten. It will do a 1:2 stock split and a 4:1 bonus issue. That means for one old share, people will get ten new shares. Bajaj Finance also showed good results. Its profit rose by 19% to ₹4,546 crore. But its stock also dropped by 5%. Investors were again worried about high credit costs and slow growth in the future. So, even with good profits, both stocks fell because of future worries. 

Segmental information: 

1. Retail Finance – Bajaj Finance Ltd: This is the biggest part of Bajaj Finserv. It gives loans to people and businesses. People take personal loans, home loans, and business loans from this company. Many people take loans because it is fast and simple. In the last quarter (Q4 of FY25), this business earned ₹18,058 crore. This is 27% more than last year. The profit before tax was ₹5,834 crore. This is 15% more than last year. This business makes the highest profit for Bajaj Finserv. 

2. Insurance Business: Bajaj Finserv has two insurance companies. One is for general insurance. One is for life insurance. 

General Insurance is given by Bajaj Allianz General. It gives insurance for health, cars, homes, and travel. In Q4 FY25, it got ₹6,626 crore as premium. This is 46% more than last year. It made a profit of ₹400 crore. This is 39% more than last year. 

Life Insurance is given by Bajaj Allianz Life. It gives insurance to protect life and also savings plans. It got ₹6,361 crore as premium. This is 16% more than last year. It got new business value (NBV) of ₹1,061 crore. Last year, NBV was ₹950 crore. Both insurance companies are growing well. 

3. Investments and Other Income: This part earns money from investing. It also earns from other financial work. It is smaller than loans and insurance. But it gives regular income to the company. In Q4 FY25, this part earned ₹476 crore. It helps the company earn more money in a smart way. 

4. New Businesses: Bajaj Finserv has started some new businesses. One is Mutual Fund business. It is called Bajaj Finserv Mutual Fund. It started in 2023. It gives different mutual fund plans to investors. In its first year, it got ₹9,552 crore in total assets. This means many people invested. Another new business is Bajaj Finserv Health. It gives health services online. People can use it for doctor visits, tests, and health plans. In 2024, this company bought another health company called Vidal Healthcare. This helped Bajaj Finserv Health to grow bigger. 

Subsidiary information: 

  1. Bajaj Finance Ltd 
  1. Bajaj Allianz Life Insurance Company Ltd 
  1. Bajaj Allianz General Insurance Company Ltd 
  1. Bajaj Housing Finance Ltd 
  1. Bajaj Financial Securities Ltd 
  1. Bajaj Finserv Direct Ltd (Bajaj Markets) 
  1. Bajaj Finserv Health Ltd 
  1. Bajaj Finserv Asset Management Ltd 
  1. Bajaj Finserv Mutual Fund Trustee Ltd 
  1. Bajaj Finserv Ventures Ltd 

Q4 Highlights: 

  • Net Profit: ₹2,417 crore, up 14% from ₹2,119 crore last year. 
  • Revenue: ₹36,595 crore, up 14% from ₹32,041 crore last year. 
  • Profit Before Tax (PBT): ₹6,002 crore, up 8.6% from ₹5,526 crore last year. 
  • Quarterly Growth: Net profit grew by 8% from ₹2,231 crore in Q3 FY25. 

Financial Summary: 

Amount in ₹ Crore Q4 FY24 Q4 FY25 FY24 FY25 
Revenue 32,041 36,595 110,382 133,821 
Expenses 21,108 23,868 69,497 84,612 
EBITDA 10,933 12,728 40,886 49,209 
OPM 36% 35% 37% 37% 
Other Income 4 10 -4 19 
Net Profit 4,085.00 4,756 15,595 17,558 
NPM 12.75 13.00 14.13 13.12 
EPS 13.28 15.14 51.07 55.57 
Trent Ltd
Trent Ltd Q4 Results: Revenue Up 28%, Profit Down 55%, Stock Falls 4%

Business and Industry Overview: 

Trent Limited is a retail company and part of the Tata Group. It is based in Mumbai, India. The company runs stores that sell clothes, footwear, accessories, and groceries under popular brands like Westside, Zudio, Star Bazaar, and Utsa. The company was first started as Lakme Limited on December 5, 1952. At that time, it was in the business of making and selling cosmetics, perfumes, and toiletries. In 1998, Lakme decided to exit the cosmetics business and move into the apparel retailing business. This was because India had very few strong fashion brands at that time. In March 1998, Lakme bought Littlewoods International (India) Pvt. Ltd. from a UK-based company to begin its new journey. This company was already selling ready-made clothes. Also, Lakme Exports Ltd., a part of Lakme, merged with Littlewoods, and the new name became Trent Ltd (from January 1, 1998). Later, on July 1, 1998, Trent Ltd merged fully with Lakme, and the company was officially renamed Trent Limited. Trent focuses on its own-brand products, quick response to new fashion trends, and keeping prices stable. This strategy helps the company grow fast and stay unique in India’s lifestyle and fashion market. 

Latest Stock News: 

As of April 30, 2025, Trent Ltd, a Tata Group company, shared its results for the January to March 2025 quarter. The company owns popular clothing stores like Westside and Zudio. It sells clothes and other daily-use items. In this quarter, the company made about ₹4,217 crore in revenue. This is 28% more than what it earned in the same time last year. Last year, the company had a one-time extra profit of ₹543 crore. If we remove that, the profit this time is ₹318.15 crore, which is much higher than the ₹128 crore profit from last year. This shows the company is still making good profits. But there is one problem. Even though profit increased, the revenue growth has slowed down. This is the slowest revenue growth since the year 2021. Many other clothing companies in India and around the world are also facing this problem. After COVID-19, sales grew fast for some time. But now, growth is slower because people are shopping less or spending more carefully. Because of this slower growth, Trent’s share price fell by almost 4% on April 30. At 9:40 AM, the stock was trading at ₹5,185.5, which was 3.8% lower than the day before. 

Segmental information: 

  1. Main Business – Retail: Trent Ltd is part of the Tata Group and mainly runs retail stores. The company sells clothes, shoes, bags, home items, and daily-use products. Its most popular brands are Westside, Zudio, Utsa, and Star Bazaar. Westside is known for stylish clothes and home items for middle-class families. Zudio is famous for trendy fashion at very low prices. Utsa sells Indian ethnic wear like kurtis and sarees. Star Bazaar is a supermarket that offers food, groceries, and household items. All these stores help Trent reach different kinds of customers. 
  1. Other Brands and Businesses: Trent is also part of other business partnerships. It works with the international company Inditex to bring global brands like Zara and Massimo Dutti to India. These stores are popular for high-end fashion. Trent also runs Booker Wholesale, which is a large store that sells products in bulk to small shop owners and businesses. These additional ventures help Trent serve more types of customers and increase its business outside regular fashion retail. 

Subsidiary information: 

  1. Retail Operations: Trent Ltd has many businesses that help it sell different types of products. It has stores like Westside for fashion, Zudio for cheap clothes, and Star Bazaar for groceries and daily items. Trent also works with other companies to bring international brands to India. For example, it has a partnership with Inditex to bring Zara and Massimo Dutti to India. Trent also has a company called Booker India, which runs cash-and-carry stores, and Fiora, which runs grocery stores and an online shopping platform. 
  1. International and Investment Ventures: Trent Ltd has some companies outside India to support its business. One of them is Trent Global Holdings, based in Mauritius. This company looks after Trent’s investments. Another company, Trent Global Trading, based in Dubai, is involved in trading many products like clothes, shoes, and accessories. Trent also has a Foundation that works on projects like education, health, and water in different communities. 
  1. Joint Ventures: Trent works with other companies through joint ventures. One such company is Trent Hypermarket, a partnership with the UK company Tesco. Together, they run supermarkets in India under the Star name. Trent also has a joint venture with MAS Amity from Singapore, called Trent MAS Fashion, which makes and sells clothing in India, including intimate wear. 

Q4 Highlights: 

  • Revenue Growth: Trent’s revenue went up by 28%, reaching ₹4,217 crore, compared to ₹3,298 crore in Q4 FY24. 
  • Profit Decline: The company’s profit fell by 55%, totaling ₹318 crore, down from ₹704 crore in the same period last year. 
  • EBIT Margin: Trent’s operating margin improved to 9.3%, compared to 8.3% in Q4 FY24. 
  • Store Expansion: In FY25, Trent opened 40 new Westside stores and 244 new Zudio stores. 
  • Stock Price Drop: Even though Trent’s revenue grew, its stock price fell by about 4% due to the profit decline. 

Financial Summary: 

Amount in ₹ Crore Q4 FY24 Q4 FY25 FY24 FY25 
Revenue 3,298 4,217 12,375 17,135 
Expenses 2,828 3,566 10,404 14,376 
EBITDA 470 651 1,971 2,758 
OPM 14% 15% 16% 16% 
Other Income 695 74 989 305 
Net Profit 712.00 312 1,477 1,534 
NPM 21.59 7.40 11.94 8.95 
EPS 19.81 8.95 41.82 43.51