Indiabulls Earnings Call: Key Takeaways
Indiabulls Limited (formerly Yaari) reports FY26 transformation post-merger, pivoting to a real estate-led model with diversified financial services verticals.
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Indiabulls Limited (formerly Yaari) reports FY26 transformation post-merger, pivoting to a real estate-led model with diversified financial services verticals.
Cholamandalam MS General Insurance Company Limited reported revenue from operations of ₹2,349 Cr (+10.0% YoY) and net profit of ₹73.3 Cr (-49.1% YoY) for Q4 FY26.
MAS Financial Services (Consolidated) crossed ₹15,000 Cr AUM in Q4FY26. Strong growth with PAT up 25% YoY to ₹104.48 Cr.
Cholamandalam MS General Insurance Company Limited reported revenue from operations of ₹2,349 Cr (+10.0% YoY) and net profit of ₹73.3 Cr (-49.1% YoY) for Q4 FY26.
Auxilo Finserve Pvt Ltd reported revenue from operations of ₹168 Cr (+12.4% YoY) and net profit of ₹30.1 Cr (-13.3% YoY) for Q4 FY26.
Bansal Wire reported FY26 revenue of ₹41,598 Mn with 18.6% growth and EBITDA of ₹3,235 Mn. Focus is on high-value specialty products like IHT/OHT wires.
Fino Payments Bank Ltd reported revenue from operations of ₹64.1 Cr (+21.4% YoY) and net profit of ₹7.1 Cr (-70.4% YoY) for Q4 FY26.
MOIL Ltd reported revenue from operations of ₹444.5 Cr (+2.6% YoY) and net profit of ₹92.6 Cr (-20.0% YoY) for Q4 FY26.
Kotak Mahindra Investments Ltd reported revenue from operations of ₹344.5 Cr (-0.6% YoY) and net profit of ₹87.5 Cr (-26.5% YoY) for Q4 FY26.
Odyssey Technologies Ltd reported revenue from operations of ₹7.7 Cr (+4.1% YoY) and net profit of ₹1.7 Cr (+0.0% YoY) for Q4 FY26.
FGP Ltd reported revenue from operations of ₹1.7 Cr (+1600.0% YoY) and a net loss of ₹0.3 Cr for Q4 FY26.
Syngene International Ltd reported revenue from operations of ₹1,036 Cr (+1.8% YoY) and net profit of ₹147.9 Cr (-19.3% YoY) for Q4 FY26.
Emmvee Photovoltaic completed its transition to a public company in FY26, delivering triple-digit revenue growth driven by massive cell and module capacity expansion.
IKS Health announced a $557M acquisition of TruBridge to dominate the U.S. rural healthcare market. Strategic shift from 'System of Action' to an integrated 'System of Record' model.
MAS Financial reports strong FY26 performance with consolidated AUM crossing ₹15,000 Cr and PAT exceeding ₹100 Cr in Q4. The company maintains best-in-class asset quality and a diversified portfolio.
Indiabulls Ltd reports FY26 revenue of ₹880.7 Cr and PAT of ₹346.1 Cr following its merger. Strategy shifts to a real estate-led model alongside financial services.
New Delhi Television Ltd reported revenue from operations of ₹148 Cr (+16.5% YoY) and a net loss of ₹98.6 Cr for Q4 FY26.
AWL delivered record revenue exceeding ₹74,000 cr for FY26, driven by strong 14% volume growth in edible oils. Despite geopolitical headwinds and inflation, management maintained stable EBITDA per ton.
Indiabulls Ltd has completed a massive 3-year restructuring, pivoting from failed fintech/e-commerce ventures back to its core real estate and financial services expertise with a net-cash balance sheet.
Rajesh Power delivered strong FY26 results with 52% revenue growth, driven by underground cabling and substation execution. Strategy shifts towards expanding national footprint and entering the BESS segment.
HEG Ltd reported revenue from operations of ₹603.2 Cr (+12.4% YoY) and a net loss of ₹113.8 Cr for Q4 FY26.
Macfos Limited reported FY26 revenue of ₹311.74 Cr, driven by its e-commerce platform Robu.in. Management focus is on scaling proprietary brands and drone segments.
Jumbo Bag Ltd reported revenue from operations of ₹27 Cr (-14.6% YoY) and net profit of ₹1.2 Cr (+9.1% YoY) for Q4 FY26.
AU Small Finance Bank delivered strong Q4'FY26 results with PAT growing 65% YoY to ₹832cr. Focus remains on universal banking transition, AI adoption, and scaling a pan-India liability franchise.
Motilal Oswal Financial Services Ltd reported revenue from operations of ₹2,676 Cr (+124.8% YoY) and a net loss of ₹219.1 Cr for Q4 FY26.
Radico Khaitan delivered a record-breaking Q3 FY26 with EBITDA and Revenue at all-time highs, driven by aggressive premiumization and a favorable raw material cost environment.
Aditya Birla Sun Life AMC reported FY26 revenue of ₹1,845 crore (+9.5% YoY) and PAT of ₹975 crore. Strategy focuses on multi-channel expansion, particularly banking and digital, and scaling alternate assets (PMS/AIF).
Ravindra Energy Ltd reported revenue from operations of ₹133.1 Cr (-16.3% YoY) and net profit of ₹12.6 Cr (-2.3% YoY) for Q4 FY26.
Force Motors Ltd reported revenue from operations of ₹2,550 Cr (+8.2% YoY) and net profit of ₹278.5 Cr (-35.9% YoY) for Q4 FY26.
Colinz Laboratories Ltd reported revenue from operations of ₹1.7 Cr (+13.3% YoY) and net profit of ₹0.2 Cr (+0.0% YoY) for Q4 FY26.