Q4 prints split India consumer pack: Metro, Medplus surge while Whirlpool profit halves
Stocks-to-watch wrap flags divergent Q4 reads across Indian retail and consumer names. Metro Brands revenue +20.3% with PAT +23.1%; Medplus +23.5%; Jubilant FoodWorks +6.4%. Whirlpool revenue grew 7.4% but PAT slumped 39.9%. Nykaa, ITC, Emami, Honasa, Bikaji, Page and Juniper Hotels among names on watch.
What happened
Stocks-to-watch wrap with Q4 prints from multiple Indian retail/consumer names: Nykaa, ITC, Emami, Honasa, Bikaji, Page, Jubilant FoodWorks, Metro Brands,
Key facts
- Jubilant FoodWorks Q4 revenue Rs 1,679.7 cr +6.4%
- Metro Brands Q4 revenue Rs 773 cr +20.3%, PAT Rs 117 cr +23.1%
- Whirlpool Q4 revenue Rs 2,030 cr +7.4%, PAT Rs 66.6 cr -39.9%
- Medplus Q4 revenue Rs 1,864 cr +23.5%
- Kwality Wall's Q4 revenue Rs 485.8 cr
Why this matters
Whirlpool's halved profits versus Metro and Medplus's 20%+ growth opens a valuation arbitrage window for consolidation plays in distressed durables and bolt-ons in scaling specialty retail.