Trent Q4 FY25 Results: Robust Revenue & Margin Beat Lift Stock

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Trent Q4 FY25: Revenue Jumps 28.8% to ₹4,106 Cr, EBITDA Soars 37.4%, Stock Surges on Margin Beat

By S Jha

Mumbai, April 29, 2025: Trent Ltd., the Tata Group’s retail arm, delivered a robust performance in its Q4 FY25 results (January–March 2025). The margin beat by the retail giant sent Trent stock soaring in closing hours of the trade on Tuesday.

Trent Ltd reported a standalone revenue increase of 28.8% year-on-year (YoY) to ₹4,106 crore, up from ₹3,187 crore in Q4 FY24. The company’s EBITDA soared 37.4% YoY to ₹656 crore, surpassing CNBC-TV18’s poll estimate of ₹580 crore, with margins expanding to 16% against an expected 13%.

Net profit reached ₹354 crore, significantly beating @REDBOXINDIA’s estimate of ₹268 crore. The stock rallied post-results, reflecting strong market approval. The stock closed the day at ₹5400 while it briefly crossed ₹5500 also on Tuesday.

Experts sounded optimistic about Trent’s growth trajectory amid aggressive store expansion and operational efficiency, while some struck cautionary note against high valuations.

The results were bolstered by Trent’s expansion, with 31 new Westside stores and 37 Zudio stores added in Q4, pushing its fashion portfolio past 1,000 stores, as per screener.in.

@CNBCTV18Live in a post on X highlighted the results’ strength, posting, “Trent reports #Q4 earnings: EBITDA at ₹656 Cr Vs CNBC-TV18 Poll Of ₹580 Cr; Margin at 16% Vs CNBC-TV18 Poll Of 13%; Profit at ₹354 Cr.”

It noted the stock’s surge, crediting the EBITDA beat and margin expansion. Similarly, @REDBOXINDIA, a market insights account, emphasized the outperformance, stating, “TRENT: Q4 SL NET PROFIT 3.5B VS EST 2.68B; Q4 SL EBITDA 6.56B RUPEES VS 4.78B (YOY); EST 5.82B; Q4 EBITDA MARGIN 15.98% VS 14.5%”. They also flagged Trent’s store growth, noting, “CO REPORTED A STRONG ADDITION OF WESTSIDE STORES IN Q4, MARKING ITS HIGHEST GROWTH IN AT LEAST THE LAST TWO YEARS,” with Westside stores rising to 269 from 238 and Zudio reaching 672.

@ShortTermStock1, a stock market commentator, rated the results positively, tweeting, “TRENT RESULT – GOOD,” alongside other strong performers, signaling market enthusiasm.

Goldman Sachs maintained a “Buy” rating with a target price of ₹8,120, citing Zudio’s growth potential, while Macquarie’s “Outperform” call projected a 29% upside to ₹7,000, per indmoney.com.

Motilal Oswal also reiterated “Buy” with a ₹6,800 target, emphasizing Trent’s market share gains in value retail. Kotak Institutional Equities, despite downgrading to “Sell” earlier on valuation concerns (₹5,850 target), acknowledged Trent’s 29% revenue CAGR expectation through FY27.

Trent’s Q4 performance was driven by strong contributions from Westside and Zudio, with double-digit like-for-like growth and a 27% YoY revenue increase in Star Bazaar, per Bajaj Broking.

The company’s focus on value-driven products and loyalty programs helped navigate market headwinds. However, Kotak noted risks of revenue cannibalization from Zudio’s dense store network.

Despite a 32% year-to-date stock decline, Trent’s market cap stands at ₹1,85,191 crore, with promoters holding 37.01%.

Disclaimer: This article makes no recommendation for buy of sell of shares of any company.