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Top 10 Nifty Companies FY25 Results – Sales, Profits, Valuations & Sector Outlook

Created by Piyush Patel in Sector Update 27 May 2025

🇮🇳 Top 10 Nifty Companies FY25 Performance Review 🔍

🔢 Market Cap • 📈 Growth Trends • 🧮 Ratios • 🧭 Sector Outlook

🔍 Overview

As India’s economy grows steadily, large-cap companies form the backbone of long-term investment portfolios. This report dives into India’s Top 10 listed companies by market capitalization (as per FY25) and evaluates:

🔹 FY25 vs FY24 growth in sales & profits

🔹 Q4 FY25 vs Q4 FY24 performance

🔹 Key valuation and financial ratios

🔹 Sectoral alignment with macroeconomic trends

🔹 Key notes for long-term investor consideration

🏢 Company Performance Summary 📊

Below is a structured table comparing the performance metrics and key investor notes for each of the top 10 companies:

🏷 Symbol	💰 Market Cap (₹ Cr)	📈 Sales Growth FY25	💹 Profit Growth FY25	📆 Q4 Sales Growth	💼 Q4 Profit Growth	⚖️ Debt-to-Equity	📉 Margin Change FY25	📝 Investor Notes
RELIANCE	19,16,874	▲ 7.2%	🔽 4.6%	▲ 9.9%	🔽 3.9%	0.44	🔻 -1.00%	🛢️ Stable sales growth; profits dipped due to global factors. Keep watch on retail & energy segments.
HDFCBANK	14,69,811	▲ 15.4%	▲ 10.5%	🔽 3.3%	▲ 6.9%	1.23	🔻 -0.67%	🏦 Strong credit growth; healthy profit expansion. Margins steady despite slight drop.
TCS	12,62,639	▲ 6.0%	▲ 5.9%	▲ 0.8%	🔽 1.2%	0.10	⬌ -0.02%	💻 Consistent performer in IT. Margin pressure expected; currency & demand cautious watch.
BHARTIARTL	11,01,343	▲ 15.3%	🚀 237.9%	▲ 6.1%	🔽 22.7%	1.88	🔼 +15.96%	📶 Significant YoY profit due to one-time gains; volatile earnings. Monitor margin sustainability.
ICICIBANK	10,24,656	▲ 24.8%	▲ 15.3%	▲ 18.7%	▲ 15.7%	0.70	🔻 -1.43%	🏦 Strong retail loan book; steady quarterly performance. Robust fundamentals.
SBIN	8,70,000	▲ 16.1%	▲ 21.2%	▲ 11.2%	▲ 15.3%	1.41	🔼 +0.3%	🏛️ PSU leader; growing strongly. Positive margin trend supports value pick.
INFY	6,38,000	▲ 5.7%	▲ 4.2%	🔽 2.4%	🔽 5.5%	0.08	🔻 -1.2%	💻 Slower growth; margin contraction indicates cost pressures. Client-side caution to monitor.
BAJFINANCE	4,88,000	▲ 31.0%	▲ 27.9%	▲ 23.7%	▲ 18.6%	3.92	🔻 -0.5%	💳 NBFC with high leverage but strong earnings momentum. Watch asset quality & interest rates.
HINDUNILVR	5,57,000	▲ 4.1%	▲ 2.6%	▲ 3.1%	▲ 1.4%	0.06	⬌ Stable	🧼 Modest growth; rural recovery essential for acceleration. Leader in consumer goods.
ITC	5,38,000	▲ 6.8%	▲ 7.2%	▲ 4.2%	▲ 3.6%	0.03	⬌ Steady	🚬 Steady growth across segments; margin stability supports FMCG strength.

🔹 RELIANCE – ₹19.17 L Cr

📊 Sales: ₹9.8 L Cr (▲ 7.2%) | 🧾 Profit: ₹78.9K Cr (🔻 4.6%)

📆 Q4 Sales: ₹2.64 L Cr (▲ 9.9%) | Profit: 🔻 3.9%

⚖️ D/E: 0.44 | 🧮 Margin drop: -1.00%

💡 Watch for: Global energy volatility & retail expansion

🔹 HDFC BANK – ₹14.70 L Cr

📊 Sales: ₹4.71 L Cr (▲ 15.4%) | 🧾 Profit: ₹70.8K Cr (▲ 10.5%)

📆 Q4 Sales: 🔻 3.3% | Profit: ▲ 6.9%

⚖️ D/E: 1.23 | 🧮 Margin drop: -0.67%

💡 Watch for: Credit growth & stable NIMs

🔹 TCS – ₹12.63 L Cr

📊 Sales: ₹2.55 L Cr (▲ 6.0%) | 🧾 Profit: ₹48.8K Cr (▲ 5.9%)

📆 Q4 Sales: ▲ 0.8% | Profit: 🔻 1.2%

⚖️ D/E: 0.10 | 🧮 Margin flat

💡 Watch for: Global tech spends & rupee impact

🔹 BHARTI AIRTEL – ₹11.01 L Cr

📊 Sales: ₹1.73 L Cr (▲ 15.3%) | 🧾 Profit: ₹37.5K Cr (🚀 237%)

📆 Q4 Sales: ▲ 6.1% | Profit: 🔻 22.7%

⚖️ D/E: 1.88 | 🧮 Margin up: +15.96%

💡 Watch for: 5G rollout & Africa ops

🔹 ICICI BANK – ₹10.25 L Cr

📊 Sales: ₹2.95 L Cr (▲ 24.8%) | 🧾 Profit: ₹51.0K Cr (▲ 15.3%)

📆 Q4 Sales: ▲ 18.7% | Profit: ▲ 15.7%

⚖️ D/E: 0.70 | 🧮 Margin drop: -1.43%

💡 Watch for: Retail growth & asset quality

🔹 SBIN (State Bank of India) – ₹8.70 L Cr

📊 Sales: ₹4.65 L Cr (▲ 16.1%) | 🧾 Profit: ₹62.3K Cr (▲ 21.2%)

📆 Q4 Sales: ▲ 11.2% | Profit: ▲ 15.3%

⚖️ D/E: 1.41 | 🧮 Margin improved

💡 Watch for: PSU banking reforms

🔹 INFOSYS – ₹6.38 L Cr

📊 Sales: ₹1.63 L Cr (▲ 5.7%) | 🧾 Profit: ₹26.5K Cr (▲ 4.2%)

📆 Q4 Sales: 🔻 2.4% | Profit: 🔻 5.5%

⚖️ D/E: 0.08 | 🧮 Margin dip: -1.2%

💡 Watch for: Client budget caution

🔹 BAJAJ FINANCE – ₹4.88 L Cr

📊 Sales: ₹58.8K Cr (▲ 31.0%) | 🧾 Profit: ₹17.8K Cr (▲ 27.9%)

📆 Q4 Sales: ▲ 23.7% | Profit: ▲ 18.6%

⚖️ D/E: 3.92 | 🧮 Margin drop

💡 Watch for: NBFC liquidity cycle

🔹 HINDUSTAN UNILEVER (HUL) – ₹5.57 L Cr

📊 Sales: ₹60.7K Cr (▲ 4.1%) | 🧾 Profit: ₹9.8K Cr (▲ 2.6%)

📆 Q4 Sales: ▲ 3.1% | Profit: ▲ 1.4%

⚖️ D/E: 0.06 | 🧮 Stable margins

💡 Watch for: Volume revival in rural FMCG

🔹 ITC – ₹5.38 L Cr

📊 Sales: ₹74.1K Cr (▲ 6.8%) | 🧾 Profit: ₹18.8K Cr (▲ 7.2%)

📆 Q4 Sales: ▲ 4.2% | Profit: ▲ 3.6%

⚖️ D/E: 0.03 | 🧮 Steady margins

💡 Watch for: FMCG margin expansion & hotels growth

📈 Sector Alignment & Outlook

🔹 Banking & Finance: Robust credit growth with strong profit visibility (ICICI, HDFC, SBI, Bajaj Finance)

🔹 IT Services: Growth slowing, margin pressure visible (TCS, Infosys)

🔹 Consumer Staples: Steady demand, but rural recovery key (HUL, ITC)

🔹 Telecom & Energy: Airtel shines with margin expansion; Reliance needs profit revival

📌 Long-Term Investor Notes

🟢 Stable Compounders 🔼 High Growth ⚠️ Watch Closely

TCS, HUL, ITC ICICI, Bajaj Fin, Airtel Reliance (margin drop), Infosys (weak Q4)

🔄 Sector Alignment & Investment Outlook

📌 Banking & Finance:

🔹 Top Performers: ICICI Bank, HDFC Bank, SBI

🔹 Why? Healthy credit off-take, improved NIMs, and strong quarterly growth.

📌 IT Services:

🔹 Top Players: TCS, Infosys

🔹 Outlook: Margin pressure and cautious global IT budgets might affect near-term performance.

📌 Consumer Staples:

🔹 Top Brands: HUL, ITC

🔹 Outlook: Steady demand in FMCG, with rural revival being key to faster growth.

📌 Telecom & Energy:

🔹 Bharti Airtel: Expanding margins despite quarterly volatility

🔹 Reliance: Needs profit revival; margin pressure observed.

📌 Long-Term Investment Perspective

🟢 Stable Compounders	🔼 High Growth	⚠️ Watch Closely
TCS, HUL, ITC	ICICI Bank, Bajaj Finance, Bharti Airtel

📢 Final Thoughts

India’s top companies continue to demonstrate strong fundamentals, aligned with sectoral megatrends. Investors should balance growth opportunities with valuation and risk metrics like debt-to-equity and margin trends for better long-term outcomes.

📌 Disclaimer:

This report is for educational and informational purposes only. Investors should conduct their own due diligence