Posted on May 8, 2025, by Niftynews
Titan shares have surged nearly 2% on May 8, 2025, ahead of the company’s Q4 FY25 results. As of 11:55 AM IST, Titan stock traded at ₹3,395.60, reflecting investor optimism. However, Asian Paints and Larsen & Toubro (L&T) showed more mixed performance, with Asian Paints down by 0.24% and L&T up by 0.73%, as the market awaits their earnings reports for Q4 FY25.
Titan Company Q4 Preview: Strong Revenue Growth Expected
As Titan prepares to release its Q4 FY25 earnings, analysts expect a solid revenue growth of 14.6%, bringing the total revenue to ₹12,904 crore. Titan’s net profit is projected to rise by 7.1%, to ₹824 crore compared to ₹786 crore in the same period last year.
Key Factors Driving Titan Performance:
- Rising Gold Prices: Despite challenges in gold prices, Titan’s jewelry segment is likely to see strong demand, contributing significantly to its overall revenue.
- Increased Competition: Titan faces competition, particularly in the jewelry sector, but its dominant market position helps the company remain resilient.
- Strong Consumer Demand: Both urban and rural markets continue to show significant demand for Titan’s products, especially in the watches and eyewear categories.
Asian Paints Q4 Outlook: Revenue Decline Expected
Turning to Asian Paints, India’s largest paint company, the Q4 FY25 results are expected to reflect challenges. Analysts predict a 1.3% decline in revenue, reaching ₹8,619 crore from ₹8,731 crore in Q4 FY24. Net profit is expected to fall 15%, amounting to ₹1,069 crore, compared to ₹1,257 crore last year.
Impact of Challenges on Asian Paints:
- Muted Urban Demand: Urban demand for decorative paints is expected to remain muted, affecting overall revenue.
- Rising Competition: Intense competition in the paint sector continues to squeeze margins for Asian Paints.
Despite these challenges, Asian Paints remains a market leader, which could provide long-term growth potential.
Larsen & Toubro (L&T) Q4 Preview: Strong Growth Expected
Larsen & Toubro (L&T) is expected to maintain its growth momentum for Q4 FY25, with strong order inflows expected to bolster performance. According to Moneycontrol‘s poll of brokerages, L&T’s revenue is projected to grow by 13% YoY, reaching ₹75,979 crore, compared to ₹67,079 crore in the same quarter last year.
Key Expectations for L&T’s Q4 Results:
- Revenue Growth: 13% YoY increase in revenue is expected, driven by strong infrastructure and construction projects.
- Net Profit Growth: Net profit is projected to rise by 10% YoY to ₹4,396 crore.
- EBITDA Margin: The EBITDA margin is likely to increase slightly to 10.9%, up from 10.8% in Q4 FY24.
As of 11:55 AM IST, L&T shares were trading 0.73% higher at ₹3,345.80 amid positive earnings expectations.
Market Overview: Titan, Asian Paints, and L&T Performance
Ahead of their Q4 FY25 results, Titan, Asian Paints, and L&T continue to capture investor attention. Titan shares surged as analysts remain optimistic about the company’s growth prospects, while Asian Paints and L&T experienced more mixed trading action, reflecting market caution before earnings are released.
Other Companies Reporting Results Today:
- Britannia Industries
- Bharat Forge
- Biocon
- Canara Bank
- Chambal Fertilisers & Chemicals
- Escorts Kubota
- MCX
- Muthoot Microfin
- Pidilite Industries
- Sula Vineyards
- Union Bank of India
- Zee Entertainment Enterprises
As 74 companies report their results for Q4 FY25, market sentiment may shift depending on the performance of these major players.
What to Expect for Titan, Asian Paints, and L&T Shares?
Titan:
- With expectations of strong revenue and profit growth, Titan shares may continue to rise in the short term. However, challenges such as rising gold prices and competition could affect long-term performance.
Asian Paints:
- Asian Paints shares could face short-term pressure due to the anticipated revenue decline and profit fall, but its dominance in the paint sector and long-term prospects could offer upside potential.
L&T:
- Given the positive earnings forecast, L&T shares are likely to see steady growth, making it a strong contender for investors interested in the infrastructure sector.
Conclusion: Should You Buy Titan, Asian Paints, or L&T?
- Titan: Titan shares have surged ahead of its Q4 earnings, and with expected revenue growth, Titan could offer good upside potential for investors seeking exposure to the luxury goods market.
- Asian Paints: Despite the challenges facing Asian Paints, the company remains a strong market leader, and the long-term prospects could still make it a reliable stock for investors.
- L&T: With positive growth expectations, L&T shares appear to offer a good investment opportunity for those looking to invest in India’s infrastructure and construction sector.
