Latest news with #GMRAirports
Economic Times
27-05-2025
- Business
- Economic Times
Hot Stocks: 4 stocks that may give returns between 15-57%
Analysts predict significant growth for select stocks, with potential returns ranging from 15% to 57%. Aurum Proptech is expected to benefit from the expanding proptech sector, while Radico Khaitan aims to increase its premium whisky market share. GMR Airports anticipates EBITDA growth, and GE Vernova T&D India foresees strong demand and earnings growth. Tired of too many ads? Remove Ads Expect to see revenue growth of over 2 times in the next 3 years, while also turning profitable. India's proptech sector is projected to grow from $6 billion in CY23 to $100 billion by CY30. Current share valuation does not factor in upside from the SM-REIT (Small and Medium Real Estate Investment Trusts) business (once the licence is secured). Tired of too many ads? Remove Ads Expected to deliver 30% EPS (Earnings Per Share) growth on a compounded basis over FY25–28. Holds a dominant 85% share in the P&A (Prestige & Above) vodka segment, and is scaling up its premium whisky portfolio, where it currently holds only a 3% share. Valuation remains rich, but is supported by structural growth. EBITDA (earnings before interest, taxes, depreciation, and amortisation) is expected to grow at 29% from FY24–27 on a compounded basis. Risk-reward is favourable, with upside from air traffic growth and non-aero expansion. New tariff order at DIAL (Delhi International Airport) boosts profi t visibility, with FY26 expected to be the first year of consolidated profitability in several years. Strong demand outlook with a robust Rs 127 billion order backlog and large project tendering pipeline. Valuation re-rating likely, as the stock currently trades at 43 times FY27 estimated Earnings Per Share (EPS) versus the target multiple of 60 times, benchmarked to global peer Hitachi Energy. Earnings growth of 36% expected from FY25–FY27 on a compounded basis. A look at some of the latest stock recommendations by analysts. These stocks are expected to return between 15% and 57% as per analyst price EMKAY GLOBAL Price Target: Rs 290 CMP: Rs 185 Upside: 56.3%BROKERAGE: MOTILAL OSWAL Financial Services Price Target: Rs 3,000 CMP: Rs 2,441 Upside: 22.9%INFRA BROKERAGE: JEFFERIES Price Target: Rs 100 CMP: Rs 86.5 Upside: 15.6%BROKERAGE: NOMURA Price Target: Rs 2,600 CMP: Rs 2,073 Upside: 25.4%
Yahoo
26-05-2025
- Business
- Yahoo
GMR Airports Ltd (BOM:532754) Q4 2025 Earnings Call Highlights: Strong Income Growth Amid ...
Release Date: May 23, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. GMR Airports Ltd (BOM:532754) reported a 16% year-on-year increase in total income for Q4 fiscal 2025, driven by traffic growth and non-aero revenues. The company achieved a better margin of 51% in Q4 fiscal 2025, up from 48% in the previous year. Delhi Airport's total income rose 24% year-on-year, driven by traffic growth and commercial property development. Hyderabad Airport saw a 21% year-on-year increase in passenger traffic for Q4 fiscal 2025. GMR Airports Ltd (BOM:532754) has been recognized globally, with Delhi Airport ranked as the 9th busiest airport in the world and awarded the best airport in India and South Asia. GMR Airports Ltd (BOM:532754) reported a loss from continuing operations of INR 2.9 billion for Q4 fiscal 2025, compared to a loss of INR 2.1 billion in the previous year. Interest expenses increased by 27% and depreciation by 30% due to capitalization of expansion CapEx. Goa Airport experienced a 5% year-on-year decline in passenger traffic for the quarter. The company's consolidated net debt increased by INR 18 billion compared to the previous quarter. The effective tax rate for Hyderabad Airport was notably high at around 44-45% for the quarter. Warning! GuruFocus has detected 6 Warning Signs with BOM:532754. Q: Can you explain the impact of the new tariff order on annual revenues for Delhi Airport? A: The new tariff order has increased the yield per passenger from ?145 to ?360, which is an increase of ?215 per passenger. This will significantly impact revenue, but we do not provide forward guidance on revenues. (Respondent: Unidentified_6) Q: Is the current interest and depreciation cost expected to remain the same for FY26? A: The interest cost and depreciation are expected to remain more or less the same, with some reduction in interest cost due to refinancing efforts. (Respondent: Unidentified_6) Q: What has driven the increase in CPD rental income at Delhi Airport this quarter? A: The increase is due to the completion of certain assets and the commencement of lease financing, resulting in a bump of about ?188 to ?190 crore this quarter. Going forward, there will be an increase of about ?120 crore annually. (Respondent: Unidentified_6) Q: Will Delhi Airport be able to break even in FY26 with the new YPP? A: While we cannot provide specific guidance, the new YPP will significantly improve financials, and the results should be evident in the P&L. (Respondent: Unidentified_2) Q: What caused the sequential softness in EBITDA margins at Hyderabad Airport this quarter? A: The softness is mainly due to lower other income in Q4 compared to Q3 and some year-end expenses. The effective tax rate was high due to book entries, but Hyderabad Airport is not currently paying taxes. (Respondent: Unidentified_9) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Time of India
24-05-2025
- Business
- Time of India
GMR Airports Loss Q4 2024-25: GMR Airports Reports ₹253 Crore Loss in Q4 FY25 Despite Revenue Growth, ET Infra
Advt Join the community of 2M+ industry professionals Subscribe to our newsletter to get latest insights & analysis. Get updates on your preferred social platform Follow us for the latest news, insider access to events and more. GMR Airports on Friday reported an increase in its consolidated loss to ₹253 crore for the January-March quarter of 2024-25, even as the company's total income increased during this company had made a loss of ₹168 crore in the same quarter of the previous Airports said in a regulatory filing that its total income rose to ₹2,977 crore in the fourth quarter of 2024-25 from ₹2,570 crore in the year-ago the fourth quarter, EBITDA stood at ₹1,122.74 crore in the March quarter 2025, registering a growth of 19.39 per cent expenses shot up 13.73 per cent year-on-year to ₹1,854.02 crore in the quarter ended March 31, 2025. Cost of materials consumed stood at ₹42.80 crore, employee benefits expenses were at ₹393.52 crore, and other expenses were at ₹586.63 crore in Q4 FY25For the full financial year 2024-25, the company's loss worked out to ₹817 crore compared to the loss of ₹829 crore in the same period a year Airports Ltd (GAL) operates the Delhi, Hyderabad, and Mopa (Goa) airports. Besides, it is developing the Bhogapuram Airport in Andhra Pradesh."Total passenger traffic at GAL-owned airports increased by 9 per cent year-on-year, 31.5 million in Q4 FY25, and 9 per cent year-on-year to 120.5 million in FY25," the regulatory filing is also operating Medan Airport in Indonesia and developing Crete Airport in Greece as part of its overseas said the tariff order issued by regulator AERA for the fourth control period ending March 31, 2029, would significantly improve the aero revenue of its operations at the Delhi airport, which in turn would lead to an increase in the overall profitability and cash flow generation at DIAL and the tariff order came into effect on April 16, 2025."The financials of DIAL and GAL would have been better, had this order been issued during FY25," the filing GAL share prices fell over 2 per cent to ₹87.08 apiece in late afternoon trade on BSE.
Hans India
23-05-2025
- Business
- Hans India
GMR Airports piles up Rs 253 crore loss in January-March quarter
New Delhi: GMR Airports on Friday reported an increase in its consolidated loss to Rs 253 crore for the January-March quarter of 2024-25, even as the company's total income increased during this period. The company had made a loss of Rs 168 crore in the same quarter of the previous year. GMR Airports said in a regulatory filing that its total income rose to Rs 2,977 crore in the fourth quarter of 2024-25 from Rs 2,570 crore in the year-ago period. During the fourth quarter, EBITDA stood at Rs 1,122.74 crore in the March quarter 2025, registering a growth of 19.39 per cent YoY. Total expenses shot up 13.73 per cent year-on-year to Rs 1,854.02 crore in the quarter ended March 31, 2025. Cost of materials consumed stood at Rs 42.80 crore, employee benefits expenses were at Rs 393.52 crore, and other expenses were at Rs 586.63 crore in Q4 FY25 For the full financial year 2024-25, the company's loss worked out to Rs 817 crore compared to the loss of Rs 829 crore in the same period a year ago. GMR Airports Ltd (GAL) operates the Delhi, Hyderabad, and Mopa (Goa) airports. Besides, it is developing the Bhogapuram Airport in Andhra Pradesh. "Total passenger traffic at GAL-owned airports increased by 9 per cent year-on-year, 31.5 million in Q4 FY25, and 9 per cent year-on-year to 120.5 million in FY25," the regulatory filing said. GAL is also operating Medan Airport in Indonesia and developing Crete Airport in Greece as part of its overseas ventures. GAL said the tariff order issued by regulator AERA for the fourth control period ending March 31, 2029, would significantly improve the aero revenue of its operations at the Delhi airport, which in turn would lead to an increase in the overall profitability and cash flow generation at DIAL and the company. The tariff order came into effect on April 16, 2025. "The financials of DIAL and GAL would have been better, had this order been issued during FY25," the filing said. The GAL share prices fell over 2 per cent to Rs 87.08 apiece in late afternoon trade on BSE.
Business Standard
23-05-2025
- Business
- Business Standard
GMR Airports reports consolidated net loss of Rs 237.59 crore in the March 2025 quarter
Sales rise 17.02% to Rs 2863.34 crore Net Loss of GMR Airports reported to Rs 237.59 crore in the quarter ended March 2025 as against net loss of Rs 120.97 crore during the previous quarter ended March 2024. Sales rose 17.02% to Rs 2863.34 crore in the quarter ended March 2025 as against Rs 2446.78 crore during the previous quarter ended March 2024. For the full year,net loss reported to Rs 392.85 crore in the year ended March 2025 as against net loss of Rs 559.27 crore during the previous year ended March 2024. Sales rose 18.96% to Rs 10414.24 crore in the year ended March 2025 as against Rs 8754.56 crore during the previous year ended March 2024. Particulars Quarter Ended Year Ended Mar. 2025 Mar. 2024 % Var. Mar. 2025 Mar. 2024 % Var. Sales 2863.342446.78 17 10414.248754.56 19 OPM % 35.2533.38 - 36.1633.88 - PBDT 205.40155.67 32 667.73714.58 -7 PBT -285.90-249.14 -15 -1242.70-751.34 -65 NP -237.59-120.97 -96 -392.85-559.27 30
