Stocks To Watch: HCLTech, Citi Union Bank, Coforge, Indus Towers, Paytm, Zomato

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City Union Bank Q2 FY25 (YoY)

  • Net profit up 1.42% at Rs 285 crore versus profit of Rs 281 crore

    (YoY)(Bloomberg estimate: Rs 272 crore)

  • NII up 8% at Rs 582 crore versus Rs 538 crore (YoY)

  • Gross NPA at 3.54% versus 3.88% (QoQ)

  • Net NPA at 1.62% versus 1.87% (QoQ)

Bajaj Housing Finance Q2 FY25 (YoY)

  • NII up 12.99% to Rs 713 crore versus Rs 631 crore

  • Revenue from operations up 26% at Rs 2,410 crore vs Rs 1,911 crore

  • Net profit up 21% at Rs 546 crore vs Rs 451 crore

Mahindra Logistics – (Consolidated, YoY)

  • Revenue up 11.42% to Rs 1521 crore versus Rs 1365 crore (Bloomberg estimate Rs 1,517 crore)

  • Ebitda up 22.22% to Rs 66 crore versus Rs 54 crore (Bloomberg estimate Rs 77 crore)

  • Ebitda margin up 38 bps to 4.33% versus 3.95% (Bloomberg estimate 5%)

  • Net loss to Rs 11 crore versus loss of Rs 16 crore (Bloomberg estimate Rs 7.7 crore)

Supreme Petrochem Q2 FY25 (Consolidated, YoY)

  • Revenue up 17.76% to Rs 1505 crore versus Rs 1278 crore (Bloomberg estimate Rs 1392 crore)

  • Ebitda up 16.82% to Rs 125 crore versus Rs 107 crore (Bloomberg estimate Rs 124 crore)

  • Ebitda margin down 6 bps at 8.3% versus 8.37% (Bloomberg estimate 8.9%)

  • Net profit up 15.38% to Rs 90 crore versus Rs 78 crore (Bloomberg estimate Rs 90.4 crore)

Balu Forge Industries – (Consolidated, YoY)

  • Revenue up 60.43% at Rs 223 crore versus Rs 139 crore

  • Ebitda up 116.44% at Rs 65.8 crore versus Rs 30.4 crore

  • Ebitda margin up 763 bps at 29.5% versus 21.87%

  • Net profit up 108.69% at Rs 48 crore versus Rs 23 crore

360 ONE WAM Q2 (Consolidated, YoY)

Union Bank Q2 Standalone YoY

  • NII down 0.9% at Rs 9,047 crore versus Rs 9,126 crore

  • Net profit up 34% at Rs 4,720 crore versus Rs 3,511 crore

  • Gross NPA at 4.36% versus 4.54% (QoQ)

  • Net NPA at 0.98% versus 0.90% (QoQ)

Rajratan Global Wire Q2 FY25 – (Consolidated, YoY)

  • Revenue up 14.48% to Rs 245 crore versus Rs 214 crore

  • Ebitda up 12.99% to Rs 37.4 crore versus Rs 33.1 crore

  • Ebitda margin down 20 bps at 15.26% versus 15.46%

  • Net profit down 2.2% to Rs 19.05 crore versus Rs 19.48 crore

Cyient DLM Q2 FY25 – (Consolidated, YoY)

  • Revenue up 33.4% to Rs 389.45 crore versus Rs 291.84 crore.

  • Ebitda up 34% to Rs 31.63 crore versus Rs 23.54 crore.

  • Margin at 8.1% versus 8.1%.

  • Net Profit up 5% to Rs 15.45 crore versus Rs 14.65 crore.

HFCL Q2 FY25 – (Consolidated, YoY)

  • Revenue down1.62% to Rs 1094 crore versus Rs 1112 crore

  • Ebitda up 19.54% to Rs 159 crore versus Rs 133 crore

  • Ebitda margin up 257 bps to 14.53% versus 11.96%

  • Net profit up 4.28% to Rs 73 crore versus Rs 70 crore

Bhansali Engineering Polymers Q2 FY25 (Consolidated, YoY)

  • Revenue up 16.87% at Rs 367 crore versus Rs 314 crore

  • Ebitda down 7.14% at Rs 53.4 crore versus Rs 57.51 crore

  • Ebitda margin down 376 bps at 14.55% versus 18.31%

  • Net profit down 3.92% at Rs 46.32 crore versus Rs 48.21 crore