CMP โน2,671 | FY25 PAT โน1,628 Cr | EPS โน84.23 | Revenue โน10,947 Cr | EBITDA Margin 24% | P/E ~31.7x
๐ At a Glance
Balkrishna Industries โ Indiaโs off-highway tyre king โ just rolled out its FY25 results, and hereโs the short take:
- ๐ผ FY25 Revenue up 12.3% YoY
- ๐ผ Net Profit up 13.3% YoY
- ๐งพ EPS โน84.23 vs โน74.36 last year
- โ But Q4 PAT down 25% YoY (โน362 Cr vs โน480 Cr)
- ๐ธ Final Dividend: โน4/share (already paid interim โน4, total โน8/share)
- ๐ Stock still trades at P/E ~31.7x โ not cheap for tyres, but Elxsi-style margins make it sticky.
๐ Quarterly Breakdown
| Quarter | Revenue (โน Cr) | Net Profit (โน Cr) | EPS (โน) |
|---|
| Q4 FY25 | 2,746.6 | 362.1 | 18.73 |
| Q3 FY25 | 2,540.6 | 439.4 | 22.73 |
| Q4 FY24 | 2,673.1 | 480.9 | 24.87 |
โก๏ธ PAT fell QoQ and YoY. Margins under pressure. Rubber price moves? Freight? Or just post-festive season fatigue?
๐
FY25 vs FY24 (Standalone)