Baheti Recycling Industries Earnings Call: Key Takeaways
Baheti Recycling delivered strong FY26 results with revenue growing 38% to ₹725cr and PAT up 50% to ₹27cr, driven by operational efficiency and expansion into high-margin aluminum wire rods.
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Baheti Recycling delivered strong FY26 results with revenue growing 38% to ₹725cr and PAT up 50% to ₹27cr, driven by operational efficiency and expansion into high-margin aluminum wire rods.
Lloyds Enterprises delivered a robust FY26 with consolidated revenue growing 18% to ₹1,756 Cr and PAT surging 340% to ₹417 Cr, driven by strategic investments and trading growth.
Vedant Fashions Ltd reported revenue from operations of ₹399.4 Cr (+8.7% YoY) and net profit of ₹114.3 Cr (+13.1% YoY) for Q4 FY26.
IKIO Technologies transition from lighting to integrated tech. Q4 FY26 revenue at ₹165cr (+47% YoY), FY26 revenue at ₹595cr (+23% YoY). Strategy focuses on diversification and export markets.
Coromandel International reported Q4 FY26 revenue growth of 20% YoY to ₹6,004 Cr, though PAT fell 80% to ₹115 Cr primarily due to exceptional items.
Bajaj Finserv's FY2026 International Investor Presentation details its diversified financial services model across lending, insurance, and emerging health/asset management businesses, highlighting market-leading positions and a 'lifecycle partner' strategy.
Bajaj Finserv reported FY26 consolidated revenue of $16.5B (22% CAGR since FY16) and PAT of $1.07B. Strategy focuses on 'FinAI + InsurAI' digital transformation and lifecycle partnership.
Lloyds Enterprises Ltd reported revenue from operations of ₹719.6 Cr (+47.1% YoY) and net profit of ₹68.5 Cr (+178.5% YoY) for Q4 FY26.
Vardhman Textiles reported FY26 revenue of ₹9,652 Cr with a PAT of ₹740 Cr. The company is vertically integrated and focusing on multi-product expansion and ESG targets.
Cera Sanitaryware Ltd reported revenue from operations of ₹643.8 Cr (+11.4% YoY) and net profit of ₹77.3 Cr (-9.7% YoY) for Q4 FY26.
HEG Limited reported Q4 FY26 earnings with revenue growth from ₹2,153cr to ₹2,569cr and EBITDA margins improving to 19% for the full year.
India Motor Parts & Accessories Ltd reported revenue from operations of ₹210.7 Cr (+11.6% YoY) and net profit of ₹33.5 Cr (+40.2% YoY) for Q4 FY26.
Jet Solar Ltd reported revenue from operations of ₹0.2 Cr and net profit of ₹0 Cr for H2 FY26.
CAMS delivered record quarterly revenue in Q4 FY26, driven by 25% YoY growth in non-mutual fund segments and stable mutual fund yields.
Wonderla reported record Q4 & FY26 results, driven by the operationalization of Chennai and Bhubaneshwar parks alongside strong resort performance.
Wonderla reported strong FY26 performance with 14.1% income growth and EBITDA margins at 35.7%. Strategy focuses on multi-city expansion including the newly operational Chennai park.
PFS reported strong FY26 performance with PAT rising 47% to ₹319 Cr. Management is pivoting towards a higher-quality, granular private-sector loan book with focus on renewable energy and data centers.
Sundrop Brands (formerly Agro Tech Foods) reported strong FY26 performance with 10% consolidated revenue growth and 96% EBITDA growth on a proforma basis, driven by popcorn and culinary segments.
Tara Chand delivered a record FY26 with 13% revenue growth and significantly expanded EBITDA margins, despite a slight Q4 revenue miss due to project delays.
Craftsman Automation reported record FY26 consolidated revenue of ₹8,069 cr (up 42% YoY) and EBITDA of ₹1,300 cr (up 51% YoY), driven by segment expansion and acquisitions.
BMW Industries reports record FY26 profits, driven by high utilization and strategic shifts toward higher-margin downstream products at their new Bokaro facility.
KP Green Engineering delivered exceptional FY26 results with 78% revenue growth to ₹1,250 Cr and 85% PAT growth to ₹136 Cr, driven by scaling their Matar manufacturing facility.
KP Green Engineering Ltd reported revenue from operations of ₹713.5 Cr (+65.0% YoY) and net profit of ₹77.4 Cr (+68.3% YoY) for H2 FY26.
Britannia's Q4 FY26 revenue hit ₹4,686 Cr with PAT at 14.5% of revenue. Focus remains on 'Many Indias' strategy, cost efficiency, and adjacency growth.
Kanani Industries Ltd reported revenue from operations of ₹48.7 Cr (+3.0% YoY) and net profit of ₹1.4 Cr (+1300.0% YoY) for Q2 FY26.
Biocon reported FY26 revenue of ₹16,927 Cr (+13% YoY adjusted). Transitioning from investment phase to execution, focusing on margin expansion and deleveraging across Biosimilars, Generics, and CRDMO.
ACME Solar reported strong FY26 performance with 59.2% revenue growth and 98.5% PAT growth. Strategy focuses on expanding BESS capacity and a 10 GW generation target by 2030.
ACME Solar reported strong FY26 performance with 59.2% revenue growth and 98.5% PAT growth, driven by commissioning 100MW wind and large-scale BESS capacity.
ACME Solar Holdings Ltd reported revenue from operations of ₹547.9 Cr (+12.5% YoY) and net profit of ₹138.3 Cr (+13.3% YoY) for Q4 FY26.
Muthoot Microfin delivered a robust FY26 with 31% AUM growth, reaching ₹14,005 crore. Profitability improved with a 2.1% quarterly ROA as credit costs moderated following industry-wide stress.