Bajaj Finance Earnings Call: Key Takeaways
Bajaj Finance crossed ₹5 lakh crore AUM in Q4 FY26, reporting 22.4% AUM growth and 26.7% PAT growth. Management is pivoting towards 'FinAI' transformation with 600+ autonomous agents planned for FY27.
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Bajaj Finance crossed ₹5 lakh crore AUM in Q4 FY26, reporting 22.4% AUM growth and 26.7% PAT growth. Management is pivoting towards 'FinAI' transformation with 600+ autonomous agents planned for FY27.
Desco Infratech Ltd reported revenue from operations of ₹76.6 Cr (+108.2% YoY) and net profit of ₹10.2 Cr (+75.9% YoY) for H2 FY26.
Antelopus Selan delivered strong FY26 results with Revenue at ₹288 Cr and PAT at ₹90 Cr, driven by production ramp-up at Bakrol and Karjisan fields.
SIS Limited delivered a milestone quarter with highest-ever revenue and EBITDA, driven by the APS acquisition and steady organic growth across segments. Management is pivoting towards a 'compounder' narrative, targeting a ₹500 crore PAT mark.
Rossari Biotech achieved highest-ever Q4 revenue and EBITDA in FY26, driven by 15% volume-led annual revenue growth. Focus is shifting toward high-margin pharma and oil & gas segments.
Shiva Cement Ltd reported revenue from operations of ₹121.4 Cr (+14.2% YoY) and a net loss of ₹28.6 Cr for Q4 FY26.
Adjia Technologies Ltd reported a net loss of ₹0.1 Cr for H2 FY26.
Capri Global delivered record PAT of ₹949cr for FY26, a 98% YoY increase, driven by massive 111% growth in gold loans and significant digital transformation through AI-led operational efficiency.
5paisa reports steady Q4 growth driven by derivative volumes and higher MTF book, though profits were pressured by tech and marketing investments.
Mphasis Q4 FY26 revenue reached $463 Mn, growing 7.1% YoY CC. The company achieved record annual net new TCV of $2.12 Bn, driven by an AI-first strategy and NeoIP platform adoption.
Unicommerce delivered 51.6% FY26 revenue growth and ₹43.9cr adjusted EBITDA. Transitioned to a multi-platform AI-first company with Uniware, Shipway, and ConvertWay.
NALCO achieved record FY26 financials with Revenue of ₹17,843cr (up 6.28%) and PAT of ₹5,816cr (up 9.22%) driven by highest-ever physical production across bauxite and aluminum segments.
Computer Age Management Services Ltd reported revenue from operations of ₹395.2 Cr (+10.9% YoY) and net profit of ₹125.4 Cr (+11.2% YoY) for Q4 FY26.
Tata Chemicals reports Q4FY26 revenue of ₹3,438 Cr and PAT loss of ₹279 Cr, impacted by lower soda ash realizations and a major ₹1,837 Cr US impairment.
Greenply reported its highest-ever quarterly revenue of ₹776.2cr for Q4FY26, with consolidated core EBITDA margins expanding 330 bps QoQ to 12% driven by volume growth and operating leverage.
Supreme Industries reported FY26 revenue of ₹11,218 Cr (up 7%) and Operating Profit of ₹1,654 Cr (up 7%). Strategy focuses on piping leadership and value-added product expansion.
Bajaj Housing Finance reported a robust Q4 FY26 with AUM crossing INR 140,000 crores, up 23%. Normalized PAT grew 20% Y-o-Y, maintaining stable asset quality with GNPA at 27 bps.
Sobha delivered record FY26 performance with sales value of ₹81.36 Bn (+30% YoY) and revenue of ₹53.84 Bn (+29.3% YoY). The company achieved a net-debt negative position.
Star Health FY26 results show strong profitable growth under IndAS, with Net Profit up 16% YoY and improved combined ratios across both IndAS and IGAAP frameworks.
SMC Global Securities delivered Q4-FY26 revenue of INR 516.9 Cr (+22.6% YoY) but saw FY26 PAT decline 29.7% YoY to INR 103.2 Cr due to regulatory changes in the F&O segment.
Sobha Limited reports record sales of ₹81.36 Bn for FY26, driven by Bangalore and NCR expansion. Achieved net-debt negative status with a focus on high-margin residential launches.
Aarti Industries Ltd reported revenue from operations of ₹2,206 Cr (+13.2% YoY) and net profit of ₹137 Cr (+42.7% YoY) for Q4 FY26.
Star Health FY26 Earnings Presentation shows a return to profitability with Net Profit (PAT) at ₹911 Cr and strong GWP growth of 16% YoY, driven by proprietary channels and digital onboarding.
Antelopus Selan Energy Ltd reported revenue from operations of ₹102 Cr (+65.3% YoY) and net profit of ₹38.1 Cr (+157.4% YoY) for Q4 FY26.
Tata Chemicals Ltd reported revenue from operations of ₹3,438 Cr (-2.0% YoY) and a net loss of ₹2,116 Cr for Q4 FY26.
Castrol India delivered 1Q FY26 revenue growth of 9% to ₹1,545cr and PAT growth of 4% to ₹242cr, driven by double-digit rural and industrial volume growth.
KEI reports strong Q4 FY26 results with revenue up 19.27% YoY and PAT up 25.50%. Strategy focuses on dealer network expansion (55.7% of sales) and institutional EHV segments.
Eco Recycling reported Q4 FY26 revenue of ₹18.61 Cr, up 90% YoY, driven by India's expanding e-waste regulatory framework and increased recycling capacity.
Ceat reported record quarterly revenue of ₹4,157 cr, driven by strong volumes in replacement and OEM segments despite margin pressure from input costs and a one-time labor code provision.
Escorts Kubota Limited (EKL) outlines a strategic transformation towards becoming a global engineering hub, leveraging the Kubota partnership to expand into 110 HP tractor segments and high-end construction equipment.