CCL Products' Q4 profit jumps 56%. But the stock cools off

CCL Products, the company behind much of the world's instant coffee, just served up a strong quarter. The stock jumped nearly 14% on the BSE today after the firm posted a 56% jump in net profit for the March 2025 quarter. That's the kind of result that jolts the market awake. And it did—shares surged to Rs 687 intraday, before settling a bit lower. But before investors go all-in on this caffeine high, it's worth asking: how sustainable is this rally? What's driving the buzz? Let's look at the numbers. CCL's consolidated net profit came in at Rs 101.9 crore for Q4 FY25, up from Rs 65.2 crore last year. Revenue rose 15% to Rs 836 crore. Operating margins improved too—up to 20% from 16% a year ago. Much of this growth came from increased output at its Vietnam facility, which added freeze-dried coffee capacity last year. Though it's still ramping up (utilisation is around 40-50%), it's already paying off. Another factor: exports. CCL gets most of its revenue from global markets, and demand for instant coffee has remained strong, especially as raw coffee prices have risen, making affordable instant brews more appealing. CCL Q4 FY25 at a glance Metric Q4 FY25