Aptus Value Housing Finance India Earnings Call: Key Takeaways
Aptus reported strong Q4 FY26 results with AUM growing 21% YoY to ₹13,107 Cr and PAT up 26% to ₹261 Cr. Focus remains on self-employed borrowers in Tier II-IV cities.
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Aptus reported strong Q4 FY26 results with AUM growing 21% YoY to ₹13,107 Cr and PAT up 26% to ₹261 Cr. Focus remains on self-employed borrowers in Tier II-IV cities.
Aptus Value Housing Finance reported strong Q4 FY26 performance with AUM at ₹13,107 Cr, driven by record quarterly disbursements and a focus on self-employed borrowers in Tier II/III/IV cities.
Polycab achieved record FY26 revenue despite Middle East geopolitical disruptions affecting Q4. Management remains aggressively optimistic, emphasizing market share gains and record capex intensity.
R Systems International Ltd reported revenue from operations of ₹574.8 Cr (+29.9% YoY) and net profit of ₹65.4 Cr (+69.4% YoY) for Q4 FY26.
Indiabulls Limited reports Q4 FY26 revenue of ₹418.39cr and PAT of ₹194.26cr. The company has pivoted to a clean structure focused on Real Estate and Financial Services.
Adani Power reported Q4 FY26 EBITDA of ₹6,498 crore (up 27% YoY) and full-year PAT of ₹12,971 crore, driven by high plant availability and capacity expansion strategy.
Godrej Consumer Products delivered solid Q4FY26 growth with 11% revenue and 10% PAT increase, driven by strong India home care performance, though commodity headwinds and regional pressures in personal care persist.
Aptus Value Housing Finance India Ltd reported revenue from operations of ₹574.3 Cr (+18.7% YoY) and net profit of ₹261 Cr (+26.1% YoY) for Q4 FY26.
EMA India Ltd reported a net loss of ₹0.5 Cr for Q4 FY26.
Raymond Lifestyle FY26 revenue crossed ₹7,000 Cr, up 11% YoY. EBITDA grew 23% to ₹804 Cr with 11.4% margin, driven by premiumization and domestic focus.
One97 Communications Ltd reported revenue from operations of ₹2,264 Cr (+18.4% YoY) and net profit of ₹183 Cr for Q4 FY26.
Indian Bank reported FY26 Net Profit of ₹12,156 crore (+11.33% YoY) with an ROA of 1.31%. Strategy focuses on CASA maintenance (39.67%) and RAM sector growth.
Sula reported Q4FY26 revenue growth of 7.1% YoY to ₹142.6 Cr, driven by strong Wine Tourism (+17.5%) and Elite/Premium brands (+10.6%).
PNGS Gargi reports FY26 revenue of ₹149 Cr (+18% YoY) with 21% PAT margin. Strategic pivot to an asset-light, multi-format retail model targeting the youth fashion jewellery segment.
Muthoot Microfin Ltd reported revenue from operations of ₹631.8 Cr (+13.8% YoY) and net profit of ₹71.1 Cr for Q4 FY26.
Raymond Lifestyle Ltd reported revenue from operations of ₹1,776 Cr (+18.9% YoY) and a net loss of ₹52.1 Cr for Q4 FY26.
Indus Finance Ltd reported revenue from operations of ₹5.7 Cr (+470.0% YoY) and net profit of ₹1.5 Cr (+1400.0% YoY) for Q4 FY26.
Firstsource crossed $1 billion revenue in FY26, signaling a shift toward AI-led 'Intelligent Operations' over traditional labor-based BPO models.
Regency Fincorp is an emerging NBFC shifting to digital lending and secured MSME loans. FY26 shows strong expansion with total income reaching ₹40.05 Cr and PAT growing to ₹13.42 Cr.
Indegene crossed ₹1,000Cr quarterly revenue milestone in Q4FY26. Strategy focuses on GenAI-led transformation (Tectonic model) and deepening top-20 global pharma relationships.
Viji Finance Ltd reported revenue from operations of ₹2.3 Cr (+283.3% YoY) and net profit of ₹2.1 Cr (+200.0% YoY) for Q4 FY26.
Brigade reports FY26 revenue of ₹5,909 Cr, up 11% YoY, driven by strong residential sales and leasing. Real estate collections reached ₹1,985 Cr in Q4.
Brigade reported FY26 revenue of ₹5,909 Cr with 11% YoY growth. Strategy focused on multi-segment scaling across residential, leasing, and hospitality with 100+ Mn sq.ft. delivered.
Silkflex Polymers reported strong Q4 FY26 results as it transitions from trading to a manufacturing-led model, driven by its new Vadodara facility.
Websol delivered record FY26 results with 82% revenue growth and 41% EBITDA margins, driven by cell capacity doubling to 1.2 GW.
Jana SFB met Q4 FY26 guidance with PAT of ₹140cr. Bank is exiting MFI stress with SMA at 3.66% and focus shifting to secured asset growth (72.6% of book).
Vikalp Securities Ltd reported net profit of ₹0 Cr for Q4 FY26.
Godrej Properties delivered its best-ever year in FY26, achieving record bookings, collections, and earnings. Management raised residential booking guidance for FY27 to INR 39,000+ crores.
Sula Vineyards Ltd reported revenue from operations of ₹142.6 Cr (+7.1% YoY) and net profit of ₹8.6 Cr (-33.8% YoY) for Q4 FY26.
Capillary Technologies reported strong FY26 growth, closing with ₹734cr revenue. Profitability is driven by organic platform expansion and aggressive M&A of low-margin competitors upgraded to their high-margin AI stack.