The fourth quarter earnings season is picking up momentum and on Thursday as many as 52 companies will announce their quarterly numbers. Key earnings to watch out include from Adani Enterprises, Adani Ports, Eternal and Home First Finance.
Apart from the above, Bondada Engineering, Lalchandani Labs, Jaiprakash Power Ventures, Madhav Infra Projects, Nuvoco Vistas Corporation, Paushak among others will also declare their results.
Eternal Q4 expectations
Eternal, formerly known as Zomato, is likely to report solid revenue growth in the fourth quarter, but the profitability is likely to take a severe hit. Analysts expect March quarter revenue growth to come in at 62% YoY, with a solid contribution from Hyperpure and Blinkit revenues.
There are varied estimates for profit. For instance, brokerage Kotak is estimating a PAT fall of nearly 83% to Rs 29.7 crore from Rs 175 crore posted in the year-ago quarter. Nuvama, meanwhile, is expecting a loss of Rs 36 crore.
Kotak sees the food delivery business revenues growing 19% YoY, while that of Hyperpure and Blinkit are likely to jump 84% YoY and 104% YoY, respectively.
"We model 10 bps QoQ expansion in consolidated margins of food delivery business to 8.6% in 4Q; coupled with GMV increase, this will result in 4.3% EBITDA margin as % of GMV for this segment," the brokerage said.
Motilal Oswal sees the overall revenue growing at 64% YoY in 4QFY25. "For food delivery, adjusted EBITDA as a % of GOV margin is expected to inch up 40bp QoQ to 4.7%," it said. The food delivery revenue will be driven by volume growth.
( Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
Apart from the above, Bondada Engineering, Lalchandani Labs, Jaiprakash Power Ventures, Madhav Infra Projects, Nuvoco Vistas Corporation, Paushak among others will also declare their results.
Eternal Q4 expectations
Eternal, formerly known as Zomato, is likely to report solid revenue growth in the fourth quarter, but the profitability is likely to take a severe hit. Analysts expect March quarter revenue growth to come in at 62% YoY, with a solid contribution from Hyperpure and Blinkit revenues.
There are varied estimates for profit. For instance, brokerage Kotak is estimating a PAT fall of nearly 83% to Rs 29.7 crore from Rs 175 crore posted in the year-ago quarter. Nuvama, meanwhile, is expecting a loss of Rs 36 crore.
Kotak sees the food delivery business revenues growing 19% YoY, while that of Hyperpure and Blinkit are likely to jump 84% YoY and 104% YoY, respectively.
"We model 10 bps QoQ expansion in consolidated margins of food delivery business to 8.6% in 4Q; coupled with GMV increase, this will result in 4.3% EBITDA margin as % of GMV for this segment," the brokerage said.
Motilal Oswal sees the overall revenue growing at 64% YoY in 4QFY25. "For food delivery, adjusted EBITDA as a % of GOV margin is expected to inch up 40bp QoQ to 4.7%," it said. The food delivery revenue will be driven by volume growth.
( Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
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