Route Mobile Earnings Call: Key Takeaways
Route Mobile Q4 FY26 revenue reached ₹11,309mn, showing Q-o-Q recovery despite a 3.8% Y-o-Y decline. Strategy shifts toward high-margin omnichannel and AI solutions under Proximus Global ownership.
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Route Mobile Q4 FY26 revenue reached ₹11,309mn, showing Q-o-Q recovery despite a 3.8% Y-o-Y decline. Strategy shifts toward high-margin omnichannel and AI solutions under Proximus Global ownership.
Nitin Spinners Ltd reported revenue from operations of ₹859.8 Cr (+2.2% YoY) and net profit of ₹57.4 Cr (+23.7% YoY) for Q4 FY26.
Kalyan Jewellers India Ltd reported revenue from operations of ₹10,275 Cr (+66.2% YoY) and net profit of ₹409.5 Cr (+118.3% YoY) for Q4 FY26.
Dai Ichi Karkaria Ltd reported revenue from operations of ₹41.2 Cr (-41.2% YoY) and net profit of ₹0.1 Cr (-98.4% YoY) for Q4 FY26.
Archidply Industries Ltd reported revenue from operations of ₹179.1 Cr (+10.7% YoY) and net profit of ₹3.1 Cr for Q4 FY26.
RR Kabel reported record Q4 and FY26 performance with Revenue at ₹9,722.4cr and PAT at ₹492.2cr. Growth was driven by Wires & Cables, while FMEG focuses on portfolio optimization.
Cholamandalam Financial Holdings (CFHL) reports strong Q4-FY26 performance with consolidated revenue at ₹10,520 Cr and PAT at ₹1,626 Cr, driven by robust growth in its lending and insurance subsidiaries.
Cholamandalam Financial Holdings (CFHL) delivered strong Q4 FY26 results with consolidated revenue of ₹10,520 Cr and PAT of ₹1,626 Cr, driven by its core NBFC and insurance subsidiaries.
Ujjivan SFB delivered a strong Q4FY26 with PAT rising 238% YoY to ₹282 Cr, driven by improved asset quality (GNPA 2.3%) and loan book diversification (Secured book at 49.4%).
Usha Martin reported strong FY26 results with 19.1% EBITDA margins and a shift to net cash position. Strategy focuses on high-value international rope segments and efficiency via the 'One Usha Martin' program.
Ujjivan SFB delivered strong Q4FY26 results with PAT growth of 238% YoY and significant portfolio diversification into secured assets.
Kirloskar Ferrous (KFIL) reported Q4 FY26 standalone revenue of ₹1,781 Cr and 12.7% EBITDA margin. Focus remains on cost leadership and product mix upgrades.
SBI reported record FY26 Net Profit of ₹80,032 Cr (up 12.88% YoY) with highest ever ROA of 1.12%. Focus remains on digital leadership via YONO and credit growth.
Cholamandalam Financial Holdings Ltd reported revenue from operations of ₹10,366 Cr (+16.3% YoY) and net profit of ₹1,626 Cr (+19.3% YoY) for Q4 FY26.
Aditya Consumer Marketing Ltd reported revenue from operations of ₹46.2 Cr (-6.1% YoY) and net profit of ₹0 Cr for H2 FY26.
Orient Electric reported a strong Q4 FY26 with 10% YoY revenue growth and 28.9% PAT growth, driven by premiumization and cost-efficiency (Sanchay program).
Titan delivered landmark FY26 results with annual revenue crossing ₹75,000 cr. Consolidated income grew 46.1% YoY in Q4 to ₹20,300 cr, driven by robust performance in Jewellery.
DAPS Advertising Ltd reported revenue from operations of ₹12.3 Cr (+11.8% YoY) and net profit of ₹0.9 Cr (+12.5% YoY) for H2 FY26.
SBI reports record annual net profit of ₹80,032 crore for FY26, driven by strong loan growth and improved asset quality with GNPA at a two-decadal low of 1.49%.
Intellect Design Arena Ltd reported revenue from operations of ₹847 Cr (+16.7% YoY) and net profit of ₹120.2 Cr (-11.9% YoY) for Q4 FY26.
Titan delivered landmark FY26 results, crossing ₹75,000cr income with ₹5,100cr PAT. Management highlighted strong premiumization in Watches and market share gains in Jewellery.
Arisinfra Solutions Ltd reported revenue from operations of ₹343.4 Cr (+55.3% YoY) and net profit of ₹21.6 Cr for Q4 FY26.
Ujjivan Small Finance Bank Ltd reported revenue from operations of ₹1,878 Cr (+19.4% YoY) and net profit of ₹282 Cr (+238.1% YoY) for Q4 FY26.
Orient Electric Ltd reported revenue from operations of ₹948.2 Cr (+10.0% YoY) and net profit of ₹40.3 Cr (+28.8% YoY) for Q4 FY26.
State Bank of India reported revenue from operations of ₹131,080 Cr (+3.3% YoY) and net profit of ₹19,643 Cr (+0.7% YoY) for Q4 FY26.
Modern Shares & Stock Brokers Ltd reported revenue from operations of ₹0.7 Cr (-12.5% YoY) and a net loss of ₹0.1 Cr for Q4 FY26.
Capri Global delivered record Q4 FY26 performance with PAT of ₹283cr (up 59% YoY) and AUM growth of 60% YoY, driven by gold loan expansion and digital transformation.
Titan Company Ltd reported revenue from operations of ₹26,920 Cr (+80.5% YoY) and net profit of ₹1,179 Cr (+35.4% YoY) for Q4 FY26.
Godrej Agrovet delivered a strong Q4 FY26 with 9% revenue growth and 16.8% PBT growth. The company surpassed the ₹10,000 crore annual revenue milestone with improved margins.
Ampvolts Ltd reported revenue from operations of ₹11.3 Cr (+1155.6% YoY) and net profit of ₹0.1 Cr (-91.7% YoY) for Q4 FY26.