Consistent performers: Top four companies with consistent increase in operating profit for five years

The Q4 and FY25 season is on the tail end, and the overall results have shown performance in line with expectations. The improving capex spending, tax cut boost and rate cuts were contributing factors for improving performance over the previous quarters. The NSE500 spectrum saw a nearly 7% YoY growth in sales for 300 companies that reported their quarterly results, and nearly 13% YoY growth in the bottom line for a similar set of companies for Q4FY25.

Angel One

India’s one of the leading stock brokerage companies, which has developed itself into a full-fledged fintech platform. The company benefited from exponential growth in India’s financial markets led by booming financial intermediaries like brokerage firms, asset management companies, distribution houses, insurance broking and more. From FY21, the sales of the company jumped from ₹1,289 crore to ₹5,239 crore in FY25. The company reported steady growth in operating profit (excluding other income) at ₹419 crore in FY21 to ₹2015 crore in FY25. The positive sectoral headwinds and cost optimisation measures led to strong operational income for the company.

Tata Consultancy Services

The Tata group behemoth has been a consistent performer despite challenges. Tata Consultancy Services, which is India’s largest Information Technology provider and also one of the largest employers, has shown 10% CAGR growth in sales over the past five years. On the operational front, the company’s operating profit has jumped from ₹40,310 crore in FY21 to ₹57,929 crore in FY25. Tech boom in key customer segments like US, EU and Japan led to strong growth in IT contracts, apart from that, the large order from BSNL played a pivotal role in consistent topline growth.

Infosys

After TCS, another IT behemoth has achieved consistent growth in operating profit for five consecutive years. The sales growth for the past five years has seen steady growth of 12% CAGR in the similar period from ₹1,00,472 crore in FY21 to ₹1,62,990 crore in FY25. On the operational front, the operating profit has grown from ₹24,178 in FY21 to ₹33,172 crore in FY25. The company derives nearly 57% of its revenue from digital services and remaining 43% from traditional core services.

Transformers and Rectifiers of India

The company is a manufacturer of power, furnace and rectifier transformers and boasts a strong clientele of India’s leading power generation and distribution companies like Power Grid Corporation of India, NTPC, Tata Power, Torrent Power, etc. As of 31st March, the total orderbook of the company stood at ₹5,132 crore, with total order inflow of ₹4,504 crore in FY25. For the past five years, the company’s topline has grown handsomely at 24% CAGR from ₹742 crore in FY21 to ₹2,017 crore in FY25. On the operational front, the total operating profit has grown from ₹63 crore to ₹284 crore in FY25. In line, with its strong operational performance, the share price has also shown remarkable growth in five years at 175% CAGR.