Top Stocks to Watch on May 14: Tata Motors, Airtel, Hero Moto, Siemens, Vedanta & More
Indian benchmark indices witnessed a sharp selloff on Tuesday, with the BSE Sensex falling by 1,281.68 points (1.55%) to close at 81,148.22, while Nifty50 declined by 346.35 points (1.39%) to settle at 24,578.35, amid broad-based profit booking. Despite the correction, several stocks are likely to remain in focus on Wednesday, May 14, driven by earnings reports, corporate actions, and strategic developments.
Bharti Airtel: Strong Q4 Performance with Profit Jump
Bharti Airtel reported an impressive 432% YoY increase in net profit at ₹11,022 crore for Q4 FY24, supported by a 27% surge in revenue to ₹47,876 crore.
- Consolidated EBITDA rose 40% YoY to ₹27,404 crore, with EBITDA margin at 57.2%.
- ARPU stood at ₹245, and a ₹16 per share dividend was declared, indicating strong financial health.
Tata Motors: Profits Fall Despite Stable Revenues
Tata Motors posted a 51% YoY drop in consolidated net profit at ₹8,470 crore for Q4 FY25, with revenue remaining flat at ₹1.19 lakh crore.
- EBITDA fell 4% YoY to ₹16,700 crore, and margins declined 60 basis points to 14%.
- A final dividend of ₹6 per share was announced, reflecting steady cash flows despite margin pressures.
Hero MotoCorp: Solid Growth in Sales and Profits
Hero MotoCorp reported a 6% YoY rise in standalone net profit to ₹1,081 crore, with revenue growing 4% YoY to ₹9,939 crore for Q4.
- The company sold 1.38 million two-wheelers in the January–March quarter.
- The board recommended a ₹65 per share dividend, highlighting strong performance and shareholder returns.
Siemens: Weak Profits Despite Surge in Orders
Siemens recorded a 37.1% YoY fall in net profit at ₹408 crore despite a 2.6% rise in operational revenue to ₹4,259 crore in Q4 FY24.
- New orders rose 43.5% YoY to ₹5,305 crore, while EBITDA fell 29.4% to ₹386 crore.
- Margins contracted to 10.1%, suggesting operational inefficiencies despite healthy order inflow.
Vedanta: Fundraising to Address Debt Pressures
Vedanta plans to raise around ₹3,500 crore through unsecured non-convertible debentures (NCDs) with a tenor of 2.5–3 years, priced between 9–9.5%.
- The fundraising aims to refinance upcoming debt maturities, easing liquidity concerns.
- The move is crucial for improving balance sheet flexibility amid volatile commodity prices.
Bharti Hexacom: Profit More Than Doubles in Q4
Bharti Hexacom posted a net profit of ₹468.4 crore, more than doubling YoY, aided by an ₹88.2 crore deferred tax gain.
- Revenue rose 22.5% YoY to ₹2,289 crore, and ARPU rose slightly to ₹242.
- Continued subscriber growth and efficiency gains supported the strong bottom-line performance.
GRSE: Stellar Q4 on Robust Defence Orders
Garden Reach Shipbuilders & Engineers (GRSE) reported a 118.9% YoY surge in net profit to ₹244.2 crore, with revenue rising 61.7% YoY to ₹1,642 crore.
- EBITDA rose to ₹219 crore with a margin expansion to 13.3%.
- The board declared a ₹4.90 dividend, signaling strong government defence demand pipeline.
Aditya Birla Capital: Profit Down, Eyes Big Fundraise
Aditya Birla Capital posted a 30% YoY decline in net profit to ₹865 crore, even as total income grew 13.3% YoY to ₹12,239 crore.
- The company’s board approved a ₹1.65 lakh crore fundraising plan via NCDs.
- This initiative supports long-term growth across its NBFC and insurance arms.
Other Stocks in Focus
- Nitin Spinners: Net profit up 18.35% YoY at ₹46.5 crore, with EBITDA margins at 14%.
- Carborundum Universal: Net profit fell 79% YoY to ₹30.1 crore; revenue remained flat.
- Himadri Speciality Chemical: Announced tech licensing deal with Australia’s Sicona to localize Silicon-Carbon battery tech.
- PDS (NexStyle Apparel): Formed 100% subsidiary in Mauritius to expand global sourcing and manufacturing.
- ITD Cementation India: Net profit rose 26.9% YoY to ₹113.6 crore; operating margins improved to 10.5%.
Q4 Earnings to Watch Today
Companies announcing Q4 FY25 results today include Hindustan Aeronautics, Eicher Motors, Tata Power, Shree Cements, Lupin, Muthoot Finance, Jubilant Foodworks, and more. Their earnings may influence broader sectoral sentiment and individual stock performance.
Corporate Actions
Stocks like BSE, R Systems International, and Foseco India will trade ex-dividend today, which may lead to price adjustments post-market open.