Following the Q4 results announced on Monday, investors are keenly analyzing the performance of key stocks to identify potential opportunities. Among the notable companies, HDFC AMC, Jio Financial Services, Tata Elxsi, and Infosys have shown significant movements, making them stocks to watch in the coming weeks.
Contents
1. HDFC AMC: Strong AUM Growth Amid Market VolatilityKey Highlights from Q4 Results:Why Watch HDFC AMC?HDFC AMC – Key Financials (Q4 FY24)2. Jio Financial Services: Expanding Footprint in Financial SectorKey Highlights from Q4 Results:Why Watch Jio Financial Services?Jio Financial Services – Key Financials (Q4 FY24)3. Tata Elxsi: Robust Growth in Automotive & Healthcare SegmentsKey Highlights from Q4 Results:Why Watch Tata Elxsi?Tata Elxsi – Key Financials (Q4 FY24)4. Infosys: Steady Performance with AI-Driven GrowthKey Highlights from Q4 Results:Why Watch Infosys?Infosys – Key Financials (Q4 FY24)Comparative Analysis: Which Stock Stands Out?Financial Sheet: Q4 Performance SummaryInvestment Outlook & Key TakeawaysFinal Thoughts
This article provides a detailed analysis of these stocks, including their financial performance, growth prospects, and key metrics in an easy-to-understand table and sheet format.
1. HDFC AMC: Strong AUM Growth Amid Market Volatility
Key Highlights from Q4 Results:
- Revenue Growth: 20% YoY increase due to higher Assets Under Management (AUM).
- Net Profit: Up by 18% YoY, supported by improved operational efficiency.
- AUM Growth: Due to robust inflows into hybrid and equity funds, it surpassed ₹6 lakh crore.
Why Watch HDFC AMC?
- Consistent dividend payouts.
- Increasing retail investor participation in mutual funds.
- Strong brand reputation in the asset management space.
HDFC AMC – Key Financials (Q4 FY24)
| Metric | Q4 FY24 | Q4 FY23 | Change (YoY) |
|---|---|---|---|
| Revenue (₹ Cr) | 720 | 600 | +20% |
| Net Profit (₹ Cr) | 380 | 320 | +18% |
| AUM (₹ Lakh Cr) | 6.1 | 5.2 | +17% |
| EBITDA Margin (%) | 65% | 63% | +2% |
2. Jio Financial Services: Expanding Footprint in Financial Sector
Key Highlights from Q4 Results:
- Revenue Growth: 25% YoY due to diversification into lending and insurance.
- Net Profit: Increased by 22% YoY.
- New Ventures: Expansion into digital banking and wealth management.
Why Watch Jio Financial Services?
- Backed by Reliance’s strong ecosystem.
- Aggressive expansion in fintech and digital lending.
- Potential inclusion in major indices.
Jio Financial Services – Key Financials (Q4 FY24)
| Metric | Q4 FY24 | Q4 FY23 | Change (YoY) |
|---|---|---|---|
| Revenue (₹ Cr) | 1,200 | 960 | +25% |
| Net Profit (₹ Cr) | 480 | 390 | +22% |
| Loan Book (₹ Cr) | 15,000 | 10,000 | +50% |
| Customer Base (Mn) | 12 | 8 | +50% |
3. Tata Elxsi: Robust Growth in Automotive & Healthcare Segments
Key Highlights from Q4 Results:
- Revenue Growth: 30% YoY, led by strong demand in embedded systems and AI solutions.
- Net Profit: Surged by 28% YoY.
- Key Clients: Expansion in global automotive and healthcare contracts.
Why Watch Tata Elxsi?
- Leader in engineering and design services.
- High-growth sectors like EV and medtech driving demand.
- Strong order pipeline.
Tata Elxsi – Key Financials (Q4 FY24)
| Metric | Q4 FY24 | Q4 FY23 | Change (YoY) |
|---|---|---|---|
| Revenue (₹ Cr) | 950 | 730 | +30% |
| Net Profit (₹ Cr) | 220 | 170 | +28% |
| Operating Margin (%) | 29% | 27% | +2% |
| Client Additions | 15 | 10 | +50% |
4. Infosys: Steady Performance with AI-Driven Growth
Key Highlights from Q4 Results:
- Revenue Growth: 5% YoY in constant currency terms.
- Net Profit: Up by 8% YoY.
- Deal Wins: Huge contracts in cloud computing and artificial intelligence.
Why Watch Infosys?
- Strong deal pipeline in digital transformation.
- Focus on generative AI and automation.
- Attractive dividend yield.
Infosys – Key Financials (Q4 FY24)
| Metric | Q4 FY24 | Q4 FY23 | Change (YoY) |
|---|---|---|---|
| Revenue (₹ Cr) | 38,500 | 36,600 | +5% |
| Net Profit (₹ Cr) | 6,200 | 5,700 | +8% |
| Operating Margin (%) | 21% | 20% | +1% |
| TCV of Deals ($ Bn) | 3.5 | 2.8 | +25% |
Comparative Analysis: Which Stock Stands Out?
| Stock | Revenue Growth (YoY) | Net Profit Growth (YoY) | Key Strength | Valuation (P/E) |
|---|---|---|---|---|
| HDFC AMC | +20% | +18% | Strong AUM growth | 28x |
| Jio Financial | +25% | +22% | Reliance backing, fintech push | 35x |
| Tata Elxsi | +30% | +28% | High-growth engineering services | 45x |
| Infosys | +5% | +8% | Stable IT giant, AI focus | 22x |
Financial Sheet: Q4 Performance Summary
| Metric | HDFC AMC | Jio Financial | Tata Elxsi | Infosys |
|---|---|---|---|---|
| Revenue (YoY Growth) | +32% | New Business | +30% | -2.2% (QoQ) |
| Net Profit (YoY Growth) | +44% | ₹311 Cr | +29% | -7% (QoQ) |
| EBITDA Margin | ~50% | N/A | 29% | 20% |
| Key Focus Area | Mutual Funds | Fintech Expansion | Automotive AI | Cloud & AI |
Investment Outlook & Key Takeaways
- HDFC AMC – A stable pick with consistent AUM growth.
- Jio Financial – High-growth potential with Reliance’s backing.
- Tata Elxsi – Best for investors seeking exposure to AI and EV tech.
- Infosys – Safe bet with strong dividends and AI-driven deals.
Investors should track sector trends, global cues, and further management commentary before making decisions.
Final Thoughts
These four stocks present a mix of stability and growth potential post-Q4 results. While Tata Elxsi and Jio Financial offer aggressive growth, Infosys and HDFC AMC provide steady returns. A balanced portfolio approach could help capitalize on these opportunities.
Would you like a deeper dive into any specific stock? Let us know in the comments!
