Wipro Q1 FY25 Financial Results

IT major Wipro on Friday declared its Q1 FY25 financial results. The company reported a consolidated net profit of Rs 3,003.2 crore for the June 2024 quarter, marking a 4.63% increase year-on-year. However, its revenue from operations fell by 3.79% to Rs 21,963.8 crore compared to Rs 22,831 crore in the same quarter last year. On a quarter-on-quarter basis, Wipro’s revenue decreased slightly by 1.1%, while its net profit rose by 5.94%, according to a BSE filing.

Wipro Dividend in Q1 FY25

Wipro has not announced any dividends for this quarter.

Attrition Rate

Wipro’s voluntary attrition rate stood at 14.1% on a trailing 12-month basis.

Wipro’s Outlook for Q3

Looking ahead, Wipro expects its IT services business segment revenue to be in the range of $2,600 million to $2,652 million for the ongoing September 2024 quarter. This translates to a sequential guidance of (-)1.0% to +1.0% in constant currency terms.

Wipro Share Price Performance

Ahead of the results, Wipro’s shares closed lower by Rs 14.9 or 2.60% at Rs 558.3 apiece on the BSE on Friday.

Management Commentary

Srini Pallia, CEO and Managing Director of Wipro, stated, “We recorded another quarter of total large deal bookings over $1 billion, with our largest win in recent years. Our top accounts continued to grow, accompanied by a growth in the Americas1 SMU, BFSI, and Consumer sectors. We are pleased with the momentum we have built in Q1 across industries and sectors and are confident in our ability to execute better on bookings and profitable growth as we transition to Q2. While we continue to build on our ai360 strategy, we are preparing our workforce for an AI-first future.”

Aparna Iyer, Chief Financial Officer of Wipro, added, “We continued to expand our margins to 16.5% in Q125, which is a 42-bps improvement YoY. Our margin performance is also reflected in our EPS increase of 10% YoY. Our operating cash flows remain strong at 131.6% of our net income, bringing our current investment and cash balance to $5.4 billion.”

Previous Quarter Performance

In Q4 FY24, Wipro’s profit after tax (PAT) was Rs 2,834.6 crore, a 4.95% increase from Rs 2,694.2 crore in Q3 FY24. However, year-on-year, the net profit was down by 8.5% from Rs 3,074.5 crore in Q4 FY24. The consolidated revenue remained flat at Rs 22,208.3 crore in Q4 FY24, compared to Rs 22,205.1 crore in Q3 FY24.

Analyst Expectations

Manish Chowdhury, Head of Research at StoxBox, commented, “We anticipated Wipro to post flat sequential revenue growth that may exceed earlier projections for its first-quarter results. This anticipated performance is supported by contributions from CAPCO and a potential recovery in the Americas market. We expected marginal improvement in margins due to effective cost containment measures. Profit after tax is also expected to show a slight improvement compared to the previous quarter.”

Chowdhury added that Wipro’s focus will be on securing significant deals, including a notable one in the communications sector, which hasn’t seen a major deal since 2021. “Key metrics to watch include strategic initiatives by Wipro’s new management and insights into the consultancy industry’s resurgence,” he said.

Kotak Institutional Equities also expected flat revenues for the quarter. They predicted Wipro’s revenues would be above the midpoint of guidance of -1.5% to 0.5%. “We attribute relatively strong performance to strength in CAPCO and a likely recovery in the Americas market. We forecast a 30 bps increase in EBIT margin QoQ due to cost containment and efficiency measures. We also forecast strong deal signings after multiple quarters of disappointment. Wipro announced its first mega-deal in 2021 in the communications vertical. The company has signed other deals besides the recent mega-deal,” Kotak added.

IT Sector Q1 Results

On Thursday, Infosys reported a 7.1% year-on-year increase in Q4 FY25 net profit to Rs 6,368 crore, surpassing expectations. Last week, IT giants Tata Consultancy Services (TCS) and HCL Tech also announced their earnings for the June 2024 quarter, both exceeding expectations, leading to a rise in their share prices. TCS, India’s largest IT services company, reported a 9% year-on-year increase in consolidated net profit, reaching Rs 12,040 crore for the first quarter of FY 2024-25, ending on June 30. The company’s revenue from operations during April-June 2024 rose by 5.4% year-on-year to Rs 62,613 crore. Analysts had anticipated a profit of Rs 11,999 crore and revenue of Rs 62,190 crore.

HCL Technologies recorded a substantial 20.45% year-on-year increase in net profit, amounting to Rs 4,257 crore for the first quarter of FY 2024-25. Its revenue from operations during April-June 2024 grew by 6.69%, reaching Rs 28,057 crore compared to Rs 26,296 crore in the same period last year.

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