A company’s guidance refers to the practice of providing financial forecasts or projections about their future performance and is typically based on the company’s internal analysis and market conditions and is intended to enhance transparency and build trust with stakeholders, including investors and analysts.
Following are the three companies that have provided strong growth guidance for the financial year 2025.
Mahindra & Mahindra Limited
Mahindra & Mahindra (M&M) Ltd., the flagship company of the Mahindra Group, offers a wide range of products and solutions ranging from SUVs, pickups, commercial vehicles and tractors, to electric vehicles (EVs), two-wheelers, gensets and construction equipment.
The company reported an increase in consolidated revenue from operations by 9.3 percent YoY from Rs. 32,365 crore in Q4 FY22-23 to Rs. 35,373 crore Q4 FY23-24, accompanied by an increase in net profit by 4.2 percent YoY from Rs. 2,998.4 crore to Rs. 3,125 crore, during the same period.
For FY25-27, M&M has planned a total capex of Rs. 37,000 crore with the allocation of Rs. 14,000 crore for Internal Combustion Engine (ICE), and Rs. 5,000 crore to its agriculture segment.
Further, the Board has approved an investment of Rs. 12,000 crore in Mahindra Electric Automobiles Limited (MEAL) to fund its EV vertical, while the remaining Rs. 6,000 for other investments.
With a market cap of Rs. 3.63 lakh crore, the share price of India’s leading SUV manufacturer surged 2.8 percent on BSE to Rs. 2,945 on Friday, as against its previous closing price of Rs. 2,864.05.
Adani Enterprises Limited
Adani Enterprises Limited (AEL) is a flagship company of the Adani Group, with operations across multiple industries: airports, data centres, defence & aerospace, edible oil & foods, agro, integrated resources management, mining services, road, metro & rail, solar manufacturing and water.
AEL reported a decline in consolidated revenue from operations by 6.9 percent YoY from Rs. 31,346 crore in Q4 FY22-23 to Rs. 29,180 crore Q4 FY23-24, as well as a fall in the net profit by 63.2 percent from Rs. 722.65 crore to Rs. 265.6 crore, during the same period.
The company is planning a significant capital expenditure (capex) of around Rs. 80,000 crore for FY24-25. A substantial portion of this capex, amounting to Rs. 50,000 crore, will be allocated to ANIL and Airports businesses.
Adani New Industries Ltd (ANIL) specialises in the production of solar modules, which convert sunlight into electricity, as well as green hydrogen.
The capex of Rs. 12,000 crore will be used in the Roads, primarily due to the Ganga Expressway project and the rest will be put together in other businesses.
Since AEL is starting its PVC project, a capex of about Rs. 10,000 crores will be for the PVC business, while the remaining Rs. 5,000 crore will be allocated to the data centre business. ANIL is targeting factories with a production of 10 gigawatts (GW) of solar modules and 3 GW of wind turbines.
For FY25-26, the company has planned capex to meet the initial requirements for its green hydrogen business. This investment will serve as a foundation for both the green hydrogen and downstream products.
For the fiscal year 2025, AEL’s guidance for the net debt-to-EBITDA ratio is expected to be less than 4 times, as the company is adopting a modular structure for the ANIL business, which will help achieve its target.
With a market cap of Rs. 3.72 lakh crore, the share price of one of India’s largest business organisations surged 1.6 percent on BSE to Rs. 3,275 on Friday, as against its previous closing price of Rs. 3,224.
Jindal Steel & Power Limited
Jindal Steel and Power Limited (JSP) is one of India’s integrated primary steel producers with a significant presence in mining.
The consolidated revenue from operations by 0.42 percent YoY from Rs. 15,781 crore in Q4 FY22-23 to Rs. 15,714 crore Q4 FY23-24, but an increase in net profit by 100.5 percent from Rs. 465.66 crore to Rs. 933.5 crore, during the same period.
JSP is planning to maintain a capex spend in the range of Rs. 7,500 crore to Rs. 10,000 crore. However, if the EBITDA generation through the year is higher, Jindal Steel Power will accelerate the cash flow as well on the capex front.
The overall crude steel capacity will increase from 9.6 MTPA in FY23-24 to 15.9 MTPA in FY224-25.
With a market cap of Rs. 1.07 lakh crore, the share price of the JSP surged 1.7 percent on BSE to Rs. 1,058.5 on Friday, as against its previous closing price of Rs. 1,040.7.
Written by Shivani Singh
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