Bajaj Housing Finance Earnings Call: Key Takeaways
Bajaj Housing Finance delivered a strong FY26 with AUM crossing ₹1.40 Lakh Cr, up 23% YoY. PAT grew 18% to ₹2,560 Cr with steady asset quality (GNPA 0.27%).
ALFA Filings
Every announcement, straight from the exchange
Every corporate announcement our alert engine sent, newest first: orders, results, earnings calls, fund raises, board meetings and more.
Announcement type
Time
32,281 announcements with these filters
Bajaj Housing Finance delivered a strong FY26 with AUM crossing ₹1.40 Lakh Cr, up 23% YoY. PAT grew 18% to ₹2,560 Cr with steady asset quality (GNPA 0.27%).
Varun Beverages reported a robust Q1 CY26 with 18.1% revenue growth, driven by volume expansion across India and international markets despite inflationary raw material pressures.
AU Small Finance Bank delivered a strong FY26, transitioning toward a Universal Bank license. Strategy focuses on deposit granularity and tech-led growth through an agentic AI platform.
City Union Bank Ltd reported revenue from operations of ₹1,856 Cr (+21.1% YoY) and net profit of ₹359.6 Cr (+24.9% YoY) for Q4 FY26.
Au Small Finance Bank Ltd reported revenue from operations of ₹5,019 Cr (+17.5% YoY) and net profit of ₹831.9 Cr (+65.2% YoY) for Q4 FY26.
Piramal Finance crossed ₹1,01,230 Cr AUM (25% YoY) with FY26 Consol. PAT of ₹1,506 Cr (210% YoY). Transitioned to 85% retail mix.
TMB reported robust FY26 results with Net Profit of ₹1,337.55cr (up 13.1% YoY) and Net Interest Income of ₹2,527.27cr. Strategy focuses on RAM segment growth and digital transformation.
Piramal Finance Ltd reported revenue from operations of ₹3,424 Cr (+20.0% YoY) and net profit of ₹501.8 Cr (+390.0% YoY) for Q4 FY26.
Bajaj Housing Finance Ltd reported revenue from operations of ₹2,903 Cr (+15.9% YoY) and net profit of ₹669.2 Cr (+14.1% YoY) for Q4 FY26.
Sangam India reported record FY26 revenue of ₹3,200cr and doubled PAT to ₹83cr, driven by peak capacity utilization and operational efficiencies.
Cyient DLM reported Q4 FY26 revenue of ₹3,691M and EBITDA of ₹431M (11.7% margin). Management focuses on transitioning from a manufacturing partner to a value-adding strategic partner with a record order book.
AVI Polymers Ltd reported revenue from operations of ₹150.3 Cr and net profit of ₹10.2 Cr (+1357.1% YoY) for Q4 FY26.
Fidel Softech achieved a major milestone, crossing ₹100 Cr annual revenue in FY26. The firm is transitioning to a global hybrid delivery model following strategic acquisitions in Japan and the US.
Trishakti Industries Ltd reported revenue from operations of ₹9.1 Cr (+333.3% YoY) and net profit of ₹2.6 Cr (+100.0% YoY) for Q4 FY26.
Mahindra Holidays (MHRIL) reports FY26 standalone revenue up 4% and EBITDA up 21% YoY. Strategy focuses on 'Scaling the Core' and launching 'KEYSTONE' luxury products.
UltraTech Cement Q4FY26 results show record EBITDA and PAT, driven by 12% revenue growth and operational efficiencies in power and logistics.
Mahindra Holidays & Resorts India Ltd reported revenue from operations of ₹820.3 Cr (+5.3% YoY) and net profit of ₹41.5 Cr (-43.1% YoY) for Q4 FY26.
Kirloskar Pneumatic achieved record performance in FY26, with Revenue up 8% YoY and PBT up 25%. Focus remains on the Compression segment and expanding capacity through PLI-linked capex.
SBI Cards and Payment Services Ltd reported revenue from operations of ₹4,934 Cr (+5.6% YoY) and net profit of ₹609.3 Cr (+14.1% YoY) for Q4 FY26.
UltraTech Cement Ltd reported revenue from operations of ₹25,800 Cr (+11.9% YoY) and net profit of ₹3,000 Cr (+21.2% YoY) for Q4 FY26.
Aye Finance reported FY26 AUM of ₹7,044 Cr (+27% YoY) and PAT of ₹194 Cr (+10% YoY). Successfully completed ₹710 Cr IPO in Feb 2026.
Kirloskar Pneumatic Company Ltd reported revenue from operations of ₹711.8 Cr (+20.3% YoY) and net profit of ₹143.7 Cr (+79.4% YoY) for Q4 FY26.
Sunlite Recycling Industries Ltd reported revenue from operations of ₹1,669 Cr (+119.6% YoY) and net profit of ₹26.7 Cr (+270.8% YoY) for H2 FY26.
Fidel Softech Ltd reported revenue from operations of ₹37.3 Cr (+155.5% YoY) and net profit of ₹4.3 Cr (+38.7% YoY) for Q4 FY26.
Supreme Industries reported strong FY26 performance with 7% revenue growth to ₹11,218 Cr and 8% EBITDA growth. Company remains debt-free with ₹648 Cr cash surplus.
Tamilnad Mercantile Bank Ltd reported revenue from operations of ₹1,550 Cr (+15.6% YoY) and net profit of ₹373.6 Cr (+28.0% YoY) for Q4 FY26.
Shekhawati Industries Ltd reported revenue from operations of ₹8.3 Cr and net profit of ₹4.6 Cr for Q4 FY26.
Aye Finance Ltd reported revenue from operations of ₹528.4 Cr (+29.2% YoY) and net profit of ₹85.9 Cr (+111.1% YoY) for Q4 FY26.
Varun Beverages Ltd reported revenue from operations of ₹6,722 Cr (+18.3% YoY) and net profit of ₹878.7 Cr (+20.1% YoY) for Q4 FY26.
TARIL achieved record FY26 consolidated revenue of ₹2,509cr and PAT of ₹272cr. Management is focused on backward integration and HVDC entry to drive margin expansion and reach a $1 billion revenue target within few years.