S Chand & Company Earnings Call: Key Takeaways
S Chand delivered record revenue of ₹7,987m in FY26 (up 11% YoY) with highest PAT since FY19. Strategic focus remains on NCF curriculum rollout and international expansion via CPD Singapore acquisition.
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S Chand delivered record revenue of ₹7,987m in FY26 (up 11% YoY) with highest PAT since FY19. Strategic focus remains on NCF curriculum rollout and international expansion via CPD Singapore acquisition.
Fujiyama Power Systems delivered a stellar Q4 FY26 with 87.5% revenue growth and margin expansion to 18.5%. The company is scaling its rooftop solar presence through backward integration.
UFO Moviez reported strong Q4 recovery driven by 'Durandhar' success, but faces rising employee costs and deteriorating receivables cycles.
SEDEMAC reported strong FY26 results, crossing ₹1,000cr revenue with 61% YoY growth. Strategy focuses on expanding sensorless ISG technology and EV MCUs.
Happy Forgings delivered record quarterly and annual profits in FY26, driven by higher machining mix and operational efficiencies despite export headwinds in CV and farm segments.
Sedemac delivered record FY26 revenue of ₹1,058 crore, crossing the ₹1,000Cr mark with 61% YoY growth, driven by ECU penetration in 2W/3W and industrial segments.
GPIL reported stable FY26 consolidated revenue with EBITDA of ₹1,253 Cr and PAT of ₹802 Cr. Strategic focus is on massive capacity expansion in iron ore, steel, and BESS projects.
Pitti Engineering reported FY26 revenue of ₹1,953cr (up 12% YoY) and adjusted EBITDA of ₹326cr (up 20% YoY). Strategy shifts from basic laminations to high-value integrated engineering solutions.
Synergy Green reported FY26 revenue of ₹376cr with 13.1% PBDIT margins. Strategic transformation via foundry expansion to 45,000 MT and new machining capacity targets ₹500cr+ revenue in FY27.
Total Transport Systems Limited (TTSL) reported FY26 revenue of ₹621.6 Cr and PAT of ₹7.9 Cr. The company is focused on multimodal logistics, LCL consolidation, and last-mile delivery under brand 'Abhilaya'.
Sakar Healthcare Q4 FY26 revenue grew 42% YoY to ₹71.1cr with 37% EBITDA margins. Strategy focuses on transforming into a pure-play oncology exporter via its EU GMP facility.
Balrampur Chini Mills reported Q4 & FY26 results focusing on sugar production growth and a major pivot towards a ₹3,080 crore PLA (bioplastic) project.
ICRA delivered strong FY26 performance with 20.4% revenue growth, driven by the Fintellix acquisition and ratings momentum. Management focus is on AI-driven research and risk analytics expansion.
Namo eWaste reports robust FY26 results with 30% revenue growth and 70% PAT surge, focusing on capacity expansion and battery recycling.
Century Plyboards achieved record quarterly revenue of ₹1,492 cr in Q4 FY26, with FY26 PAT rising 44% YoY to ₹268 cr. Management focused on margin expansion across Plywood, MDF, and Particle Board segments.
Balrampur Chini is pivoting from a traditional sugar player to a high-margin PLA bioplastic producer. While sugar yields face challenges, management is pinning its future on a ₹3,080 crore capital pivot.
KRBL reported Q4 FY26 revenue of ₹1,526cr with record domestic revenue of ₹1,230cr (up 22% YoY). PAT stood at ₹155cr, navigating Middle East export disruptions due to geopolitical tensions.
India Glycols reported a strong FY26 with net revenue of ₹4,211cr (up 11.8%) and PAT of ₹293cr (up 26.8%). Strategy focuses on premiumization in spirits and expanding bio-based chemicals.
Uno Minda Limited reported robust Q4 FY26 performance with 18% revenue growth and 14% EBITDA growth. Management highlights broad-based recovery and strategic shift toward high-value automotive components and green mobility.
Bhagiradha Chemicals delivered solid FY26 performance with 22% revenue growth and 55% EBITDA expansion, driven by improved volumes and capacity utilization following Bheema facility commissioning.
Uno Minda reported record quarterly revenue of ₹5,336cr and FY26 revenue of ₹19,589cr, driven by robust growth across switches, lighting, and alloy wheel segments.
AGI Infra delivered strong FY26 results with Revenue at ₹35,254 Lakh and PAT reaching ₹9,486 Lakh, reflecting significant margin expansion. The firm continues its dominance in Punjab's residential and commercial real estate markets.
Hind Rectifiers (HIRECT) delivered strong FY26 standalone growth of 44.8% while consolidating the Elventive France acquisition, which temporarily suppressed consolidated EBITDA margins to 3%.
BASF India reported FY26 revenue of Rs. 15,539 Cr (+2% YoY) and PBT bEI of Rs. 564 Cr (-9% YoY). The company is focusing on agricultural business demerger and expanding local production footprints.
BASF India reported FY26 revenue of Rs 15,539 Cr, up 2% YoY, despite macroeconomic headwinds in West Asia. The company is pursuing the demerger of its Agricultural Solutions business into a separate listed entity (BASIL).
Anthem Biosciences delivered record Q4 performance with FY26 revenue of ₹2,280cr and 43.4% EBITDA margins, driven by CRDMO strength.
Flair Writing met its 15.8% revenue growth guidance but faces immediate margin pressure from surging crude-linked raw material costs due to West Asia geopolitical conflicts.
WSFx Global Pay Limited reported record performance for FY26 with revenue crossing ₹111 cr. The company is pivoting from traditional forex to a digital-first cross-border payments platform, leveraging new RBI AD-II regulations.
Arihant Superstructures reported strong Q4 FY26 results with Revenue up 18.5% YoY to ₹181 cr. Strategy focuses on high-margin luxury projects like World Villas and infrastructure-led growth in Navi Mumbai.
Data Patterns (India) reported strong FY26 results with 31% revenue growth and 40% EBITDA margins, driven by in-house product development and strategic defense programs.