LTM Earnings Call: Key Takeaways
LTM Limited announces a 360° partnership with Randstad, involving the acquisition of its IT services business in Europe and Australia for €160M to scale AI and domain-driven solutions.
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LTM Limited announces a 360° partnership with Randstad, involving the acquisition of its IT services business in Europe and Australia for €160M to scale AI and domain-driven solutions.
GMR Power & Urban Infra reported Q4FY26 total income of INR 20.7bn, up 11% YoY. Strategy shifting to GPUIL 2.0 focusing on Smart Metering, Smart Mobility, and Renewable Energy.
Power Mech reported FY26 revenue of ₹6,062 Cr (up 16% YoY) and PAT of ₹412 Cr (up 18% YoY), driven by strong O&M and MDO execution.
Vaibhav Global reported Q4 FY26 revenue of ₹935 Cr (+10% YoY) and PAT of ₹91.1 Cr, driven by expanding in-house brand contribution (48.8%) and digital growth.
Ashoka Buildcon reported FY26 revenue of ₹5,952 Cr and PAT of ₹320 Cr. The company is transitioning through asset monetization while maintaining a ₹15,312 Cr order book.
Alpex Solar achieved record performance in FY26, with Revenue reaching ₹2,223 Cr and PAT of ₹201 Cr, while ranking 26th globally among PV manufacturers.
Laxmi Dental reported record quarterly revenue of ₹74 Cr in Q4FY26 with 21.9% YoY growth, driven by dental lab recovery and aligner solutions.
Laxmi Dental reported its highest-ever quarterly revenue for Q4FY26 at ₹74 Cr, driven by 27% growth in the Dental Laboratory business. The company maintains an integrated B2B2C model with high digital penetration.
VL E-Governance reports FY26 revenue of ₹1,715.43 lakhs with a net loss of ₹113.07 lakhs. The company is pivoting towards EPC for smart cities and high-tech defense sectors.
Allied Digital delivered strong FY26 performance with 20% YoY revenue growth to ₹968 cr and 111% PBT growth, emphasizing AI-led transformation and 'Digital Desk' platform services.
Wakefit reported FY26 revenue of ₹14,889 mn (+16.9% YoY) and Operating EBITDA of ₹1,123 mn (7.5% margin). Strategy focuses on omnichannel expansion and diversifying into home improvement.
Century Enka reported FY26 revenue of INR 17,054 Mn with PAT of INR 1,008 Mn. Strategy focuses on high-quality Nylon Filament Yarn and Nylon Tyre Cord Fabric (NTCF) market share.
ENIL delivered FY26 consolidated revenue of ₹565cr (+3.9% YoY) with digital business growing 84% to ₹112.4cr. Strategy focuses on shifting Gaana to a pure subscription model to achieve breakeven in FY27.
Lux Industries reported Q4 and FY26 consolidated revenue of ₹2,929 Cr, driven by a 13% YoY growth. The strategy focuses on premium brand expansion and 'Omni channel' dominance.
Flair delivered strong FY26 performance with 15.8% revenue growth and 18.7% PAT growth, driven by expansion in non-pen segments.
Embassy is pivoting from legacy cleanup to high-conviction luxury launches, yet current financials remain deeply scarred by inherited loss-making projects and operational headwinds.
Prestige Group reports robust financial and operational performance for FY26, with record sales and significant expansion in its residential and commercial segments.
Laxmi Organic reported FY26 revenue of ₹28,467 Mn, down 5% YoY, with PAT of ₹794 Mn. Management is shifting toward a customer-centric strategy and scaling brownfield sites.
Nykaa hit a milestone ₹10,000 crore revenue in FY26, driven by a 28% GMV growth and significant margin expansion across beauty and fashion segments.
Apollo Micro Systems delivered record FY26 performance with consolidated revenue at ₹904cr and 12% PAT margins, driven by defense indigenization and strategic acquisitions.
WSFx Global Pay delivered record FY26 revenue of ₹111cr, shifting from traditional forex to a digital-first cross-border fintech model. Despite geopolitical headwinds and a US student visa contraction, PAT grew 77% YoY.
Management reported steady revenue growth but faced significant margin pressure from product mix and restructuring costs. A visible shift toward non-traditional industries is cushioning the slowdown in the core chemical sector.
Hubtown Limited hosted its Q4 FY26 analyst meet in Mumbai, discussing its 11,300 crore unrecognized revenue pipeline and ongoing luxury project mergers.
Gem Aromatics reports sequential recovery in Q4FY26 with revenue of ₹110 Cr (Consolidated). Focus is on ramp-up at the greenfield Dahej facility and higher-value specialty molecules.
Allcargo Terminals delivered a strong FY26 with 46% PAT growth and 26% EBITDA growth, driven by record volumes and capacity expansion at JNPT.
Aurobindo Pharma reported Q4FY26 revenue of ₹8,853 Cr (+5.6% YoY) and PAT of ₹921 Cr (+2.0% YoY). The firm focuses on biosimilars expansion via CuraTeQ and biologics CDMO through TheraNym.
VA Tech Wabag reported strong FY26 results with a 20% revenue increase and 26% PAT growth, maintaining its net cash-positive status for the 6th consecutive year.
Creative Graphics is pivoting from flexographic plates to high-volume pharmaceutical packaging, targeting aggressive expansion but facing significant margin pressure from rising aluminum costs.
Sudeep Pharma reported record FY26 revenue of ₹642.3cr, driven by the listing, the NSS acquisition, and expansion into battery materials.
SAMHI Hotels reported strong FY26 performance with 12.3% income growth and significant deleveraging (Net Debt/EBITDA at 3.0x). Strategy focuses on upscale segment expansion and asset-light 'Experiential Leisure' through the RARE India acquisition.