The fourth-quarter earnings season for FY25 is in full swing, with several major companies set to announce their results today, May 6, 2025. Investors are closely tracking firms like Paytm (One 97 Communications), Hindustan Petroleum Corporation (HPCL), Bank of Baroda, Godrej Consumer Products, BSE, and Polycab India, among others.
Key Expectations:
– Paytm is under scrutiny after recent regulatory challenges; analysts expect a narrowed loss or potential turnaround.
– HPCL may report strong refining margins but could face volatility due to oil price fluctuations.
– Bank of Baroda is likely to show steady growth in net interest income (NII) and asset quality improvements.
– Godrej Consumer Products can post mid-single-digit revenue expansion in the aftermath of rural demand recovery.
– BSE and Polycab India are expected to report robust earnings due to strong market activity and infrastructure demand, respectively.
Market Sentiment:
The earnings season has been mixed so far, with sectors like IT and banking showing resilience, while FMCG and autos face margin pressures. Analysts predict Nifty50 earnings growth of around 10% for FY25, supported by government capex and rural recovery.
Investors will also watch for management commentary on FY26 guidance, especially from sectors like banking, consumer goods, and energy.
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