Management guidance in large-cap stocks provides investors with forecasts of a company’s future performance, including expected revenue and earnings. This helps shape investor expectations and can impact stock prices, particularly for stable, well-established companies. Strong guidance boosts investor confidence and reduces risks from market fluctuations.
Here are a few large-cap stocks with robust Revenue Guidance of up to 15 percent for FY25 and further:
Larsen & Toubro Ltd
With a market capitalization of Rs.4.77 lakh crore, the share price of Larsen & Toubro Ltd (L&T) reached an intra-day high of Rs.3,489.70 per share on Friday, 0.85 percent higher than its previous close.
For the financial year 2025, Larsen & Toubro (L&T) expects order inflows to increase by 10 percent, with revenue projected to grow by 15 percent. The company anticipates core margins to reach 8.25 percent.
For the upcoming financial year, L&T anticipates order inflows of Rs.3.4 lakh crore, revenue of Rs.2.2 lakh crore, and a Return on Equity (RoE) of 18 percent.
Additionally, the company is set to invest over $300 million to establish a chip company, aligning with the efforts of other Indian conglomerates to develop the semiconductor industry in India
In Q1 FY25, L&T reported 15.11 percent year-on-year growth in revenue to Rs.55,120 crore, and net profit surged 11.3 percent to Rs.3,445 crore.
Bharat Electronics Ltd
With a market capitalization of Rs.1.95 lakh crore, the share price of Bharat Electronics Ltd (BEL) reached an intra-day high of Rs.288.65 per share on Friday, 0.6 percent higher than its previous close.
BEL’s management has affirmed its revenue growth guidance of 15 percent for FY25, with EBITDA margins expected to be between 23 and 25 percent.
The company will focus on new growth opportunities through export initiatives, diversification, capability enhancement, competitiveness, and modernization. For FY25, capital expenditure is planned at Rs.800 crore.
In Q1 FY25, BEL reported 20 percent year-on-year growth in revenue to Rs.4,244 crore, and net profit surged 47 percent to Rs.791 crore.
Hindustan Aeronautics Ltd
With a market capitalization of Rs.2.84 lakh crore, the share price of Hindustan Aeronautics Ltd (HAL) reached an intra-day high of Rs.4,515.00 per share on Friday, 0.7 percent higher than its previous close.
HAL anticipates a revenue growth rate of 15 percent starting in FY25, driven by the beginning of LCA Mk1A deliveries, with the first aircraft scheduled for handover in February 2025.
The current order book is approximately Rs.82,000 crore, largely attributed to the LCA project, providing strong revenue visibility for the future.
Additionally, HAL targets 10 percent of its total revenue from exports, with interest in its products from countries such as Argentina and the Philippines.
In Q1 FY25, HAL reported 11 percent year-on-year growth in revenue to Rs.4,347.5 crore, and net profit surged 77 percent to Rs.1,437.14 crore.
Written by – Siddesh S Raskar
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