Home » Financial Services » Stocks in Focus: Welspun Corp and Britannia, Hind Copper, Ramco Cements, Hindalco, Blue dart ……. Q2 FY25 Results

Stocks in Focus: Welspun Corp and Britannia, Hind Copper, Ramco Cements, Hindalco, Blue dart ……. Q2 FY25 Results

✓ Transaction: Sold a 5% stake in its Saudi subsidiary for 218.9 SAR (~₹490

Cr).

✓ Purpose: Proceeds will be used for capital expenditure (capex).

Metric	Value	Change (YoY)	Bloomberg Estimates
Revenue (₹ Cr)	4,668	+5.3%	4,769
EBITDA (₹ Cr)	783	-10.2%	894
OPM (%)	16.8	-290 bps	18.80
Net Profit (₹ Cr)	532	-9.4%	630

Metric	Q2 FY24	Q2 FY23	YoY Change (%)
Net Profit	₹101.7 Cr	₹60.7 Cr	+67.6%
Revenue	₹518.2 Cr	₹381.4 Cr	+36.0%
EBITDA	₹151.9 Cr	₹121 Cr	+25.4%
Margin	29.3%	31.8%	-2.5%

Metric	Reported	CNBC-TV18 Poll Result	Comment
Net Profit	₹25.6 Cr	−₹10 Cr	Beat Expectations
Revenue	₹2,038.2 Cr	₹2,055 Cr	Slight Miss
EBITDA	₹312.2 Cr	₹259 Cr	Beat Expectations
EBITDA Margin	15.3%	12.6%	Higher Margin

Ramco Cements Q2 FY25 Highlights

✓ Sales Volume: -2.6% YoY, better than the expected -5%.

✓ Power & Fuel Costs: Down 20% to ₹503 Cr, aided by increased Wind

Energy & WHRS usage.

✓ Non-Core Asset Sales: ₹376 Cr monetized out of a ₹1,000 Cr target.

✓ Net Debt: ₹5,103 Cr as of Sep 2024, expected to decrease in Q3 FY25.

Key Metric	Reported	Poll Estimate	Comment
Net Profit	₹1,891 Cr	₹1,250 Cr	Strong performance
Revenue	₹22,262 Cr	₹21,350 Cr	Surpassed expectations
EBITDA	₹2,749 Cr	₹2,495 Cr	Better than expected
EBITDA Margin	12.4%	11.7%	Margin expansion
Aluminium Segment EBITDA	₹3,863 Cr	₹3,274 Cr	Significant beat
Copper Segment EBITDA	₹829 Cr	₹628 Cr	Strong growth in copper sector

Key Highlights

Kalwa, Maharashtra.

Copper segments, surpassing expectations.

Metric	Q2 FY24 Result	Q2 FY23 Result	YoY Change
Net Profit	₹62.8 Cr	₹73 Cr	Down 14%
Revenue	₹1,448.5 Cr	₹1,324.5 Cr	Up 9.4%
EBITDA	₹218.1 Cr	₹222.8 Cr	Down 2.1%
EBITDA Margin	15%	16.8%	Down 1.8%

Metric	Q2 FY24	Q2 FY23	YoY Change
Net Profit	₹91 Cr	₹64.2 Cr	+41.7%
Revenue	₹501 Cr	₹387.8 Cr	+29.2%
EBITDA	₹111.4 Cr	₹74.4 Cr	+49.7%
EBITDA Margin	22.2%	19.2%	+3%

strong performance in revenue, profit, and margins for Triveni Turbine in

Q2, showcasing significant growth compared to the previous year.

Metric	Reported Value	CNBC-TV18 Poll Estimate	Difference
Net Profit	₹11,984 Cr	₹8,825 Cr	Beat Estimate
Revenue	₹33,881 Cr	₹33,215 Cr	Beat Estimate
EBITDA	₹17,025.2 Cr	₹17,199 Cr	Missed Estimate
Margin	50.3%	51.7%	Missed Estimate
Interim Dividend	₹6/share	–	Approved

ONGC Q2 Results vs CNBC-TV18 Poll: A Mixed Performance

Metric	Q2 FY24 (YoY)	Q2 FY23 (YoY)	Change
Net Profit	₹1,211.6 Cr	₹1,026 Cr	+18.1%
Revenue	₹4,919 Cr	₹4,014 Cr	+22.5%
EBITDA	₹1,385.7 Cr	₹1,191 Cr	+16.4%
EBITDA Margin	28.2%	29.7%	-1.5%

Bonus Issue Approval: NMDC has approved the issuance of two bonus
shares for every share held.

Metric	Q2 2024	Q2 2023	Change (YoY/QoQ)
Net Profit	₹2,373.7 Cr	₹1,458.4 Cr	+62.8%
Net Interest Income (NII)	₹5,985.2 Cr	₹5,739.5 Cr	+4.3%
Gross NPA	4.41%	4.62%	–
Net NPA	0.94%	0.99%	–

Metric	Current Period (Q2)	Previous Period (Q2 YoY)	Change
Net Profit	₹12.1 Cr	Loss of ₹87.1 Cr	Profit Turnaround
Revenue	₹4,390.4 Cr	₹5,655.4 Cr	-22.4%
EBITDA	₹125 Cr	Loss of ₹59 Cr	Positive EBITDA

Metric	Q2 FY24	Q2 FY23	YoY Change
Net Profit	₹80.7 Cr	₹96.1 Cr	-16%
Revenue	₹902.4 Cr	₹954.5 Cr	-5.5%
EBITDA	₹219.5 Cr	₹220.1 Cr	-0.3%
EBITDA Margin	24.3%	23%	+1.3%

Metric	Reported Result	CNBC-TV18 Poll Estimate	Variance
Net Profit	₹93.1 Cr	₹80 Cr	Beat estimate
Revenue	₹3,727 Cr	₹3,910 Cr	Below estimate
EBITDA	₹592.6 Cr	₹620 Cr	Below estimate
EBITDA Margin	15.9%	15.9%	In line

Metric	Q2 Results	CNBC-TV18 Poll	Variance
Net Profit	₹52 Cr	₹55.5 Cr	Below estimate
Revenue	₹1,466.8 Cr	₹1,425 Cr	Beat estimate
EBITDA	₹284.2 Cr	₹280 Cr	Beat estimate
Margin	19.4%	19.6%	Below estimate