Transformers and Rectifiers Q4 FY25 Results: A Deep Dive into YoY & QoQ Performance
This post provides a comprehensive analysis of Transformers and Rectifiers (India) Ltd.’s Q4 FY25 financial results, examining both year-over-year (YoY) and quarter-over-quarter (QoQ) trends.
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Transformers & Rectifiers Q4 FY 2025-2026: A Trend of Strong Growth–
1. Revenue From Operations:
- Trend: Strong positive growth YoY and QoQ.
- Data:
Q4 FY25 (31-Mar-25): ₹ 683.4 Cr
Q3 FY25 (31-Dec-24): ₹ 568.3 Cr
Q4 FY24 (31-Mar-24): ₹ 514.0 Cr - YoY Change: +32.96%
- QoQ Change: +20.25%
- Analysis: Revenue demonstrated robust growth both year-over-year and quarter-over-quarter. This suggests strong market demand and effective sales strategies. The significant QoQ increase highlights particularly strong performance in the final quarter.
2. Gross Profit:
- Trend: Strong positive growth YoY and QoQ.
- Data:
Q4 FY25 (31-Mar-25): ₹ 236.2 Cr
Q3 FY25 (31-Dec-24): ₹ 161.2 Cr
Q4 FY24 (31-Mar-24): ₹ 161.7 Cr - YoY Change: +46.08%
QoQ Change: +46.53% - Analysis: Gross profit mirrored the strong revenue growth, indicating successful cost management. The almost identical QoQ and YoY growth rates suggest consistent performance throughout the period.
3. EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization):
- Trend: Strong positive growth YoY and very strong QoQ.
- Data:
Q4 FY25 (31-Mar-25): ₹ 131.1 Cr
Q3 FY25 (31-Dec-24): ₹ 84.7 Cr
Q4 FY24 (31-Mar-24): ₹ 71.4 Cr - YoY Change: +83.49%
QoQ Change: +54.84% - Analysis: EBITDA showed exceptionally strong growth, exceeding revenue growth in both periods. This implies effective operational efficiency and cost control. The significant QoQ increase signals substantial operating leverage.
4. Total Expenses:
- Trend: Significant increase YoY, moderate increase QoQ.
- Data:
Q4 FY25 (31-Mar-25): ₹ 567.4 Cr
Q3 FY25 (31-Dec-24): ₹ 494.6 Cr
Q4 FY24 (31-Mar-24): ₹ 458.0 Cr - YoY Change: +23.90%
QoQ Change: +14.73% - Analysis: Expenses increased significantly year-over-year, reflecting the higher revenue levels. However, the QoQ increase was more moderate, contributing positively to the strong QoQ profitability improvement.
5. Net Profit (Profit After Tax):
- Trend: Strong positive growth YoY and very strong QoQ growth.
- Data:
Q4 FY25 (31-Mar-25): ₹ 94.2 Cr
Q3 FY25 (31-Dec-24): ₹ 55.5 Cr
Q4 FY24 (31-Mar-24): ₹ 41.6 Cr - YoY Change: +126.33%
QoQ Change: +69.76% - Analysis: Net profit exhibited remarkable growth, both YoY and QoQ. This strong performance reflects the combined impact of revenue growth and effective expense management.
6. Earnings Per Share (EPS):
- Trend: Strong positive growth both YoY and QoQ.
- Data:
Q4 FY25 (31-Mar-25): ₹ 3.17
Q3 FY25 (31-Dec-24): ₹ 1.85
Q4 FY24 (31-Mar-24): ₹ 1.46 - YoY Change: +117.12%
QoQ Change: +71.35% - Analysis: EPS growth closely tracks the significant increase in net profit, representing substantial value creation for shareholders.
Margin Analysis (YoY & QoQ)-
Gross Margin: The gross margin increases YoY (from 31.54% in Q4 FY24 to 34.92% in Q4 FY25) also a notable expansion QoQ (from 28.82% in Q3 FY25 to 34.92% in Q4 FY25).
EBITDA Margin: The EBITDA margin expanded YoY (from 13.93 to 19.38) also showed a substantial increase QoQ (from 15.14% to 19.38%).
PAT Margin: The PAT margin increased significantly QoQ (from 9.76% to 13.78%) while showing growth YoY (8.10% to 13.78%).
Overall Conclusion-
Transformers and Rectifiers delivered a strong Q4 FY25 performance, characterized by robust revenue growth and significant improvements in profitability. The company demonstrated effective cost management, leading to substantial margin expansion, especially on a sequential basis. The exceptional QoQ growth highlights a strong finish to the financial year and points to positive underlying business momentum.
Disclaimer-
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