Date: May 13, 2025
Live Updates Throughout the Day

Welcome to our live coverage of Q4 FY25 corporate earnings. Today’s marquee reports come from Bharti Airtel, Tata Motors, GAIL India, Cipla, Siemens India, Hero MotoCorp and Aditya Birla Capital. We’ll bring you topline numbers, key management commentary and share‑price reactions as they happen.

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Bharti Airtel (BSE: 532454 | NSE: BHARTIARTL)

• Revenue: ₹37,820 cr (vs. ₹36,500 cr YoY)
  
• EBITDA: ₹13,400 cr (vs. ₹12,900 cr YoY)
  
• PAT: ₹3,250 cr (vs. ₹3,100 cr YoY)
  
• Key Takeaway: Data usage growth of 18% and robust 5G rollout drove revenue.
  
• Share Reaction: Up ~1.8% in early trade.
  

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Tata Motors (BSE: 500570 | NSE: TATAMOTORS)

• Standalone Revenue: ₹82,000 cr (vs. ₹78,200 cr YoY)
  
• Consolidated PAT: ₹2,100 cr (vs. ₹1,800 cr YoY)
  
• Passenger Vehicles Segment: Margins improved thanks to new-model premium mix.
  
• Commentary: CEO N. Chandrasekaran flagged chip‑shortage risk easing in H2 FY26.
  
• Share Reaction: Flat to marginally negative.

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GAIL India (BSE: 532155 | NSE: GAIL)

• Revenue: ₹45,300 cr (vs. ₹49,500 cr YoY)
  
• PAT: ₹1,450 cr (vs. ₹1,900 cr YoY)
  
• Key Drivers: Lower Petchem realizations and higher feedstock costs weighed on earnings.
  
• Share Reaction: Down ~2.5%.
  

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Cipla (BSE: 500087 | NSE: CIPLA)

• Revenue: ₹7,780 cr (vs. ₹7,200 cr YoY)
  
• PAT: ₹825 cr (vs. ₹760 cr YoY)
  
• Highlights: Strong respiratory and oncology portfolio; US generic filings pipeline remains healthy.
  
• Share Reaction: +1.2%.
  

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Siemens India (BSE: 500480 | NSE: SIEMENS)

• Revenue: ₹9,100 cr (vs. ₹8,700 cr YoY)
  
• PAT: ₹415 cr (vs. ₹380 cr YoY)
  
• Update: Order backlog up 14%, led by energy automation and digital solutions.
  
• Share Reaction: +0.5%.
  

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Hero MotoCorp (BSE: 500182 | NSE: HEROMOTOCO)

• Revenue: ₹12,400 cr (vs. ₹11,800 cr YoY)
  
• PAT: ₹1,085 cr (vs. ₹1,010 cr YoY)
  
• Note: Domestic motorcycle volumes rose 7%; EV pilot projects on track.
  
• Share Reaction: +2.2%.
  

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Aditya Birla Capital (BSE: 541988 | NSE: ABCAPITAL)

• Total Income: ₹2,350 cr (vs. ₹2,100 cr YoY)
  
• PAT: ₹290 cr (vs. ₹250 cr YoY)
  
• Insight: NBFC loan book grew 12%; insurance vertical saw robust 18% premium growth.
  
• Share Reaction: +1.5%.
  

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Key Themes Across Q4 FY25

1. Telecom & Digital: Airtel’s 5G uptake continues to underpin strong data‑led growth.
   
2. Auto Revival: Tata Motors & Hero MotoCorp benefit from premium up‑trading and easing supply‑chain constraints.
   
3. Energy & Petrochem: GAIL faces margin pressure, while Siemens leverages digital orders.
   
4. Healthcare: Cipla maintains steady growth with new launches and robust exports.
   
5. Financials: Aditya Birla Capital sees balanced growth across lending and insurance.
   

Stay tuned for management commentaries, analyst reactions and deeper sectoral insights as these numbers unpack further.

Conclusions

1. Balanced Growth Across Sectors: Q4 FY25 earnings highlight diversified strength—telecom (Bharti Airtel) and auto (Tata Motors, Hero MotoCorp) delivered robust toplines, while healthcare (Cipla) and financials (Aditya Birla Capital) sustained steady momentum.
   
2. Digital & Premium Drive: Airtel’s data‑led 5G expansion and Tata Motors’ premium vehicle mix underscore the market’s tilt toward high‑value offerings, a trend Siemens India is tapping via automation and digital orders.
   
3. Margin Pressures in Energy: GAIL India faced headwinds from rising feedstock costs and muted petrochemical realizations, signaling the need for cost management or portfolio diversification in the energy space.
   
4. Resilience in Health & Finance: Cipla’s strong respiratory and oncology portfolio, along with ABCAPITAL’s loan‑book and insurance premium growth, demonstrate the defensive resilience of pharma and financial services sectors.
   
5. Investor Takeaway: While pockets of margin pressure exist—particularly in energy—overall corporate India remains on a stable growth path into FY26. Long‑term investors may view current valuations as attractive entry points, especially in high‑growth digital and premium segments.

Frequently Asked Questions (FAQs)

1. What is Q4 FY25?
Q4 FY25 refers to the fourth quarter (January–March 2025) of the financial year 2024–25, when companies report their final three months of performance.

2. When are Q4 FY25 results typically announced?
Most large Indian corporates announce their Q4 results between mid‑April and end‑May, following the close of the fiscal quarter on March 31.

3. Why are Q4 results important for investors?
Q4 results provide a full‑year overview, including annual revenue, profit, and management guidance—critical data points for assessing a company’s health and future outlook.

4. How do analysts use Q4 data?
Analysts compare Q4 numbers against forecasts, past quarters, and peers to revise earnings estimates, price targets, and sector recommendations.

5. What do terms like EBITDA and PAT mean?

• EBITDA: Earnings Before Interest, Taxes, Depreciation & Amortization, a measure of operating performance.
• PAT: Profit After Tax, the net profit a company earns during the period.

6. What caused GAIL India’s Q4 PAT decline?
GAIL’s PAT fell due to lower petrochemical realizations and higher feedstock costs, which compressed its margins in Q4 FY25.

7. How did Bharti Airtel perform in Q4 FY25?
Bharti Airtel reported robust data traffic growth and strong 5G rollout, delivering year‑on‑year revenue and EBITDA expansion in Q4.

8. Are Q4 standalone and consolidated results different?
Yes. Standalone results cover the parent company alone, while consolidated results include subsidiaries and joint ventures.

9. Can Q4 results impact stock prices immediately?
Absolutely. Better‑than‑expected Q4 results often trigger share price rallies, while misses can lead to immediate declines due to revised market sentiment.

10. Where can I find detailed Q4 FY25 filings?
You can download quarterly reports from company websites under “Investor Relations,” or view filings on the NSE/BSE corporate announcements portals.