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![EquityInsightss Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1350714811546419204.png) Equity Insights Elite [@EquityInsightss](/creator/twitter/EquityInsightss) on x 47.1K followers
Created: 2025-05-31 10:48:10 UTC

Earnings Season Sectoral Summary #Q4FY25

Lot of companies delivered blockbuster earningsšŸ”„
Lot of Action in Mid/SmallCapšŸ’¹

Strong Results: 
- Financials - Housing Finance, Select NBFC's
- Few Auto Ancillaries (Lumax, Lumax Auto, Gabriel, Fiem...)
- Pharma - CRDMO, API
- Capital Markets (Exchanges, MFD, Asset & Wealth M)
- Recycling & few in Water Treatment (Va Tech, Enviro Infra..)
- Capital Goods (PEB, Turbines & Generator, Industrial Gears & Equipment's, Compressors etc)
- Real Estate, Co Working
- EMS
- B2B Jewellery, Jewellery & Value Retailers
- Renewables, EPC (Cashflow concerns)
- Power - T&D , W&C, Transformer
- Consumer Durables
- Packaging Films (Margin Expansion)
- Select Agro Chemicals/Chemicals
- Defence
- Aviation & Hotels
- Telecom
- Hospitals
- Life Insurance
- Sugar
- Alcoholic Beverages

Weak/Mixed Results:
- Textiles 
- Banks (NIM's compression)
- Dairy
- Cement
- Building Materials
- LargeCap IT, Midcap IT (Ex Persistent, Coforge)
- Paints
- QSR (Muted SSSG)
- Paper 
- FMCG (Muted Growth)

Overall, earnings growth has been good over the Smallcaps & Midcaps space

Keep tracking lot of bottoms up opportunity

Tried to cover as many companies as I could
List of all good companies, for study purposesā¬

![](https://pbs.twimg.com/media/GsRX7-0W8AAEVrS.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1928765440899051573/c:line.svg)

**Related Topics**
[infra](/topic/infra)
[exchanges](/topic/exchanges)
[mergers and acquisitions](/topic/mergers-and-acquisitions)
[finance](/topic/finance)

[Post Link](https://x.com/EquityInsightss/status/1928765440899051573)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

EquityInsightss Avatar Equity Insights Elite @EquityInsightss on x 47.1K followers Created: 2025-05-31 10:48:10 UTC

Earnings Season Sectoral Summary #Q4FY25

Lot of companies delivered blockbuster earningsšŸ”„ Lot of Action in Mid/SmallCapšŸ’¹

Strong Results:

  • Financials - Housing Finance, Select NBFC's
  • Few Auto Ancillaries (Lumax, Lumax Auto, Gabriel, Fiem...)
  • Pharma - CRDMO, API
  • Capital Markets (Exchanges, MFD, Asset & Wealth M)
  • Recycling & few in Water Treatment (Va Tech, Enviro Infra..)
  • Capital Goods (PEB, Turbines & Generator, Industrial Gears & Equipment's, Compressors etc)
  • Real Estate, Co Working
  • EMS
  • B2B Jewellery, Jewellery & Value Retailers
  • Renewables, EPC (Cashflow concerns)
  • Power - T&D , W&C, Transformer
  • Consumer Durables
  • Packaging Films (Margin Expansion)
  • Select Agro Chemicals/Chemicals
  • Defence
  • Aviation & Hotels
  • Telecom
  • Hospitals
  • Life Insurance
  • Sugar
  • Alcoholic Beverages

Weak/Mixed Results:

  • Textiles
  • Banks (NIM's compression)
  • Dairy
  • Cement
  • Building Materials
  • LargeCap IT, Midcap IT (Ex Persistent, Coforge)
  • Paints
  • QSR (Muted SSSG)
  • Paper
  • FMCG (Muted Growth)

Overall, earnings growth has been good over the Smallcaps & Midcaps space

Keep tracking lot of bottoms up opportunity

Tried to cover as many companies as I could List of all good companies, for study purposesā¬

XXXXXX engagements

Engagements Line Chart

Related Topics infra exchanges mergers and acquisitions finance

Post Link

post/tweet::1928765440899051573
/post/tweet::1928765440899051573