Earnings Snapshot: L&T, Asian Paints, Titan, Pidilite, and Britannia
- Share.Market
- 5 min read
- Published at : 09 May 2025 12:34 PM
- Modified at : 09 May 2025 05:42 PM
India Inc’s consumer and infrastructure giants wrapped up FY25 with a mixed bag of earnings. L&T and Titan stood out with strong order inflows and robust revenue growth, while Asian Paints faced pressure from weak demand. Pidilite and Britannia delivered steady performances, aided by cost efficiency and product innovation. Here’s a snapshot of how these five companies fared in Q4 and FY25.
LTQ4FY25
Revenue ₹74,390 crores 🔼 11%
PAT ₹5,500 crores 🔼 25%
Order Inflow 🔼 24%
FY25
Revenue ₹2,55,730 crores 🔼 16%
PAT ₹15,000 crores 🔼 15%
Order Inflow 🔼 18%
L&T delivered a strong quarter and year, with strong order inflows and robust revenue and profit growth. International orders made up 70% of total orders in Q4. Chairman and MD S.N. Subrahmanyan highlighted the company’s highest-ever yearly order inflows and record-level order book, attributing the results to operational excellence, innovation, and digitalisation.
The Board recommended a dividend of ₹34.00 per equity share. The record date for the same is Tuesday, June 03, 2025.
ASIANPAINTQ4FY25
Net Sales ₹8,330 crores 🔻 4.3%
PAT ₹701 crores 🔻 45%
FY25
Net Sales ₹33,937 crores 🔻 4.5%
PAT ₹3,710 crores 🔻 33%
Asian Paints reported a sharp decline in profit and revenue for Q4 and the full year, citing continued weak demand and heightened competition. Decorative business volume growth was just 1.8% in Q4, with standalone revenues declining by 5%. Weak demand conditions prevalent for the past few quarters continued to affect the paint industry, and home decor categories also saw muted performance due to pressure on household disposable incomes.
The Board proposed a final dividend of ₹20.55 per equity share. The record date for the same is Tuesday, June 10, 2025.
TITANQ4FY25
Revenue ₹13,775 crores 🔼 22.1%
PAT ₹870 crores 🔼 12.9%
FY25
Revenue ₹56,835 crores 🔼 21.2%
PAT ₹3,337 crores 🔻 4.6%
Titan delivered 22% revenue growth in FY25, crossing the ₹50,000 crore mark despite external challenges. The Analog Watch segment saw strong growth driven by premium offerings, while EyeCare returned to double-digit growth in the latter half of the year. The Fragrances business gained traction, and international expansion continued across North America and the GCC. The company’s EBITDA margin improved to 10.7% from 9.9% a year ago, reflecting operational efficiency and robust demand across key segments.
The Board has recommended a dividend of ₹11.00 per equity share. The record date for the same is Tuesday, June 10, 2025.
PIDILITINDQ4FY25
Net Sales ₹3,130 crores 🔼 8.3%
PAT ₹428 crores 🔼 40.5%
FY25
Net Sales ₹13,094 crores 🔼 6.1%
PAT ₹2,096 crores 🔼 20%
Pidilite delivered double-digit profit growth and healthy sales gains, driven by strong volume growth and stable margins. Domestic subsidiaries reported double-digit sales and EBITDA growth. Management remains cautiously optimistic about domestic demand, especially in the construction sector, but is watchful of global uncertainties.
The Board recommended a final dividend of ₹20.00 per equity share, subject to approval of shareholders at the AGM.
BRITANNIAQ4FY25
Revenue ₹4,432 crores 🔼 9%
Net Profit ₹559 crores 🔼 4%
FY25
Revenue ₹17,942 crores 🔼 7%
Net Profit ₹2,178 crores 🔼 2%
Britannia posted steady growth in Q4, driven by strategic pricing, cost savings of ~3% of revenue, and new product launches. Despite a weak consumption environment, the company saw a growth in sales. The company expanded its direct reach to 29 lakh outlets, with deeper rural penetration. New launches like Pure Magic Choco Frames and Winkin’ Cow Grow supported adjacent categories, while flagship brands saw renewed marketing focus.
The Board recommended a final dividend of ₹75.00 per share. The record date for the same is Monday, August 04, 2025.
Note: The stocks and the prices mentioned are as of 12:30 PM.
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