Q4 Results Today: Infosys, Bajaj Auto among 19 companies on watchlist

Infosys Q4 results expectations

IT major Infosys is seen as reporting a 0.4% sequential decline in its consolidated revenue while profit growth is also seen as flat on a quarter-on-quarter basis, according to an average of estimates given by 10 brokerage firms.

After a fairly conservative guidance for FY24, most analysts expect the revenue growth guidance for FY25 to be slightly better but remain in single digits. "We expect Infosys to guide for 2-5% YoY revenue growth in cc terms with a 20-22% EBIT margin band for FY25," Nomura said.

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Bajaj Auto Q4 results: What to expect

In the March quarter, Bajaj Auto's volumes increased 25% YoY in Q4, led by a 29% YoY increase in domestic 2W, driven by steady demand trends and lower base, a 10% YoY growth in 3W segment and a 19-20% YoY increase in export.

"We expect revenues to increase 26% YoY, led by a 25% YoY increase in volumes and a 1-2% increase in average selling prices (ASPs), driven by a higher mix of the premium 2W and EV segments, partly offset by the lower mix of the 3W segment," Kotak Equities said.

Ebitda margins are seen as flat sequentially.

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HDFC Life Q4 results: What to track

HDFC Life is seen as reporting a 7% YoY decline APE growth in Q4 due to the large base of last year from sunset period sales of non-par policies.

Investors will watch out for product level growth, especially protection. APE and VNB margin guidance for FY25 and medium term will be key focus of investors.

Motilal expects new business premium to see steady growth, driven by annuity/Non-PAR segments and retail protection.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)