Audited Standalone & Consolidated Financial Results for Quarter and Year ended March 31, 2025.
VLSFINANCE · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 3.4 pts less than Nifty Microcap 250 and 3.2 pts less than its Investment Company peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
Minute windows have no benchmark: there is no intraday index history to compare against.
VLS Finance, an investment-focused NBFC, reported a sharp decline in earnings for FY25 compared to FY24. Standalone total income fell to Rs 10,362.32 lakhs from Rs 41,009.15 lakhs (~75% drop), mainly because net gains on fair value changes collapsed from Rs 37,370.42 lakhs to Rs 7,254.36 lakhs. Standalone profit after tax dropped to Rs 4,532.76 lakhs from Rs 32,021.99 lakhs (~86% lower), with basic EPS at Rs 13.28 vs Rs 91.89 last year. Q4 FY25 alone swung to a loss of Rs 4,052.81 lakhs (standalone) and Rs 3,982.98 lakhs (consolidated), compared to profits of over Rs 7,400 lakhs a year ago. The company also booked Rs 2,009.50 lakhs in impairment on financial instruments (vs Rs 8.15 lakhs last year). Total comprehensive income was deeply negative on a consolidated basis at Rs (46,665.56) lakhs due to large fair-value losses on investments. The auditor (Agiwal & Associates) issued a clean, unmodified opinion. A final dividend of Rs 1.50/share (15%) has been proposed.
Despite reporting positive full-year profit, the dramatic drop in earnings, Q4 losses, and large mark-to-market losses on the investment book signal significant pressure on the company's core investment business. Shareholders should expect a weaker dividend year and watch how the portfolio recovers, though the buyback completed at Rs 380/share in Aug-Sep 2024 and a still-strong cash position (Rs 29,439 lakhs standalone) provide some comfort.