Q3 Results 2025 Highlights: Suzlon Energy's net profit jumps 91% to Rs 387 cr, Colgate's net profit drops 2%

We wrap up today's edition of the Moneycontrol live Q3 earnings blog, and will be back tomorrow morning with all the latest updates and alerts

• Net profit rises 80 percent YoY to Rs 69 crore
• Total revenue up 9 percent YoY to Rs 1,057 crore
• EBITDA rises 42 percent YoY to Rs 148 crore
• EBITDA margin at 14 percent
• Interim dividend of Rs 2.5 per share announced. Record date fixed on February 3

• Net profit rises 47 percent YoY to Rs 918 crore
• Total income rises 16 percent YoY to Rs 4,799 crore

• Net profit falls 30 percent YoY to Rs 383 crore
• Total income up 1 percent YoY to Rs 4,767 crore
• Interest income rises 15 percent YoY to Rs 2,082 crore

• Net profit rises 8 percent YoY to Rs 2,196 crore
• Revenue from operations up 8 percent YoY to Rs 13,169 crore
• Standalone EBITDA margin rises 10 bps YoY to 20.2 percent

• Net profit falls 49 percent YoY to Rs 15.5 crore
• Revenue from operations rises 42 percent YoY to Rs 242 crore

• Net profit falls 12 percent YoY to Rs 458 crore
• Revenue from operations rises 6 percent YoY to Rs 4,205 crore

• Net profit falls 2 percent YoY to Rs 323 crore
• Total income rises 5 percent YoY to Rs 1,482 crore
• EBITDA margin stood at 31 percent
• Net sales grows 5 percent YoY to Rs 1,452 crore

• Net Profit rises 91 percent YoY to Rs 387 crore
• Revenue up 91 percent YoY to Rs 2,969 crore
• EBITDA more than doubled to Rs 500 crore
• EBITDA margin stood at 16.8 percent.

Rupee ends at 86.52/$ against Monday’s close of 86.34/$

• Net Profit (RD) 68% at Rs 240.5 cr vs Rs 747 cr (YoY)
• Revenue (GU) 27% at Rs 2,516 cr vs Rs 1,979 cr (YoY)
• EBITDA (GU) 27% at Rs 332 cr vs Rs 262 cr (YoY)
• Margin flat at 13.2% (YoY)
• CG Power to establish green field transformer manufacturing facility of 45,000 MVA capacity, to invest `712 cr
• CG Power order backlog of 70% YoY at Rs 9,706 cr
• Order inflow up 82% at Rs 4,390 cr

• Net profit jumps 31 percent YoY to Rs 330 crore
• Revenue from operations rises 26 percent YoY to Rs 1,182 crore
• Total income rises to Rs 1,265 crore

Shares of Hindustan Zinc fell nearly 4 percent and are currently trading at Rs 434 apiece. This comes after company announced its Q3 results. Its net profit jumped 31 percent YoY to Rs 2,678 crore.

Shares of Cipla jumped over 2 percent and are currently trading at Rs 1,425 apiece. This comes after the pharma giant reported a 49 percent YoY jump in Q3 net profit at Rs 1,571 crore.

• Net Profit rises 17 percent YoY to Rs 389.53 crore
• Total income falls 12 percent to Rs 1,693 crore

• Net Profit falls 19 percent YoY to Rs 1,161 crore
• Revenue down 1.3 percent YoY to Rs 16,648 crore

• Net Profit rises 32 percent YoY to Rs 2,678 crore
• Revenue up 18 percent YoY to Rs 8,315 crore
• EBITDA jumps 27 percent YoY to Rs 4,460 crore

• Net profit up 49 percent YoY to Rs 1,571 crore
• Revenue up 7 percent YoY to Rs 7,073 crore
• EBITDA jumps 16 YoY to Rs 1,989 crore
• EBITDA margin at 28.1 percent

• Net profit rises 4.2 percent YoY to Rs 618 crore
• Revenue up 10 percent YoY to Rs 9,097 crore
• EBITDA grew 17 percent YoY to Rs 1,081 crore
• EBITDA margin improved to 11.9 percent

• Net profit rises 12 percent YoY to Rs 102 crore
• Revenue up 11 percent YoY to Rs 1,882 crore

• Net profit rises 55 percent YoY to Rs 198 crore
• Revenue up 13 percent YoY to Rs 3,753 crore

Analysts will closely monitor updates on the approval and launch timeline of products from Cipla's Goa facility following its regulatory clearance. In particular, investors will remain focused on the launch timeline of the blockbuster oncology drug Abraxane, which is slated to be filed and manufactured from the Goa facility.

Aside from that, Cipla's outlook on the recovery of Lanreotide sales from Q4 will also be on the radar. The drug is currently a major revenue opportunity for Cipla. (Read more)

The drugmaker's US sales is likely to remain under pressure in an otherwise seasonally strong quarter.

Lower US sales: Cipla's US sales in Q3 are likely to decline on-year due to price erosion and temporary lower off-take of tumor drug Lanreotide. The management had informed about supply disruptions in Lanreotide last quarter, which was expected to normalise around Q4. Accordingly, US sales below $220 million for Q3 was guided.

Margin performance: Weak US sales in the quarter may bring a slight drag on the company's margin performance due to its impact on the product mix. Despite that, brokerages remain confident of the company meeting its margin guidance of 24.5-25.5 percent for FY25, supported by lower raw material costs and operating leverage.

India sales: Nomura anticipates a 7 percent on year rise in India sales for Cipla. "The on year growth is adversely impacted due to weak seasonal demand for acute therapies, particularly in the respiratory segment, and the high base of last year," Nomura said. However, the firm also expects a positive impact from the distribution agreement with Sanofi for CNS (Central Nervous System) products to offer some comfort. In Nomura's view, the sales from this agreement should have a positive 1.5 percent impact on year-on-year domestic growth rates.

While a weakness in the drugmaker's US sales is expected to cap its revenue growth in the fiscal third quarter, steady domestic growth is likely to offer some relief. According to a Moneycontrol poll of 10 brokerages, Cipla's net profit is estimated to grow 16 percent at Rs 1,225 crore, up from Rs 1,056 crore reported in the same period last fiscal. The revenue is likely to see a marginal 5 percent increase to Rs 6,925 crore in the December quarter as compared to Rs 6,603 crore in the corresponding quarter last year.

Shares of Suzlon Energy dropped over 2 percent and are currently trading at Rs 49 apiece. The company is set to announce its Q3 results today.

Shares of Bharat Heavy Electricals dropped over 4 percent and are currently trading at Rs 186.40. The company is set to announce its Q3 results today.

Key aspects to monitor in the earnings report include the outlook for domestic demand and the trajectory of export growth, particularly in markets like Africa. Analysts will also focus on the impact of rising EV contributions and price adjustments on profitability. Investors will also keenly track the launch pipeline of the company. (Read more)

Export volumes: Strong export growth, with volumes up 22 percent YoY, has been a key positive. This rebound, especially in two-wheelers (2W) and three-wheelers (3W), has helped offset declining domestic volumes, which are down 9 percent YoY.

EBITDA Contraction: EBITDA margins are expected to decline by 17-30 basis points year-on-year, primarily due to an inferior product mix driven by a higher contribution from entry-level two-wheelers and electric vehicles. However, profit after tax (PAT) could see variations depending on the accrual of benefits under the Production-Linked Incentive (PLI) scheme.

Domestic sales hurt: The company's sales have dragged overall performance, with sequential declines in both 2W and 3W segments, as noted by brokerage firm SMIFS. Furthermore, a weaker product mix, marked by a higher contribution from EVs and lower 3W volumes

Analysts expect modest growth in revenues, driven by robust export volumes, even as domestic sales remain subdued. However, margins could face pressure due to a weak product mix and rising electric vehicle (EV) contribution. According to a Moneycontrol poll of eight brokerage firms, the Triumph maker is anticipated to record a 7.4 percent year-on-year increase in revenue, reaching Rs 13,016 crore. Net profit is projected to surge 5.5 percent to Rs 2,155 crore from Rs 2,042 crore in the same quarter of the previous fiscal year.

Around 119 companies are set to announce their results for the October-December quarter of the current financial year. Bajaj Auto, BHEL, Bosch, Cipla, Colgate-Palmolive, Exide Industries, GMR Airports, Greenply Industries, Hindustan Zinc, Hyundai, IFB Industries, Ixigo, JM Financial, JSW Energy, JSW Infra, M&M Financial Services, MapMyIndia, Suzlon, TVS Motor, VGuard and SBI Cards are among the notable names among them.