Yasho Industries Earnings Call: Key Takeaways
Yasho Industries delivered strong FY26 performance with 22.7% revenue growth and 21% EBITDA growth, driven by specialty chemicals and operational efficiencies.
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Yasho Industries delivered strong FY26 performance with 22.7% revenue growth and 21% EBITDA growth, driven by specialty chemicals and operational efficiencies.
Triveni Turbine Ltd delivered record FY26 revenue of ₹21.8B with focus on exports and aftermarket refurbishment solutions. Management emphasizes decarbonization and renewable thermal demand.
Vedanta reports highest-ever 3Q EBITDA of ₹15,171cr (+34% YoY) and PAT of ₹7,807cr (+60% YoY), driven by volume growth and cost leadership across segments.
BLS E-Services reported massive FY26 growth, with Total Income up 109.7% to ₹1,143 Cr and PAT growing 17.8% to ₹69 Cr following the Aadifidelis acquisition.
Logica Infoway achieved record FY26 performance, driven by a strategic mix shift toward high-margin company-owned retail (COCO) and new Tier-I distribution mandates for Samsung and Infinix.
Management transitions Fusion Finance from survival to growth, leveraging a return to profitability and normalized credit costs after a period of stress and covenant breaches.
Blue Dart reported FY26 revenue of ₹6,141 Cr (+7% YoY) and PAT of ₹240 Cr. Focus remains on yield improvement and balancing air-ground mix.
NHPC reported strong FY26 performance with 16% YoY generation growth, primarily driven by Parbati-II commissioning and Subansiri Lower progress.
GCCL reported FY26 revenue of ₹657 Cr (+11% YoY) and PAT of ₹46 Cr (+21% YoY). The company is diversifying from cement into power and dairy plant construction.
LatentView closed FY26 with a material 19-20% revenue growth, achieving its 1,000 crore revenue milestone. While technology headwinds hit a top client, strong BFSI and CPG performance maintained guidance-aligned results.
Sugs Lloyd over-delivered on FY26 revenue guidance but faces persistent margin pressure and high receivables due to a back-heavy quarter.
Baazar Style Retail reported record FY26 performance with 37% revenue growth, driven by cluster expansion in Eastern India and a 53% private label share.
Afcons reported FY26 total income of ₹12,322 Cr and PAT of ₹251 Cr. The company maintains a strong order book of ₹32,496 Cr with a focus on extreme engineering projects across 31 countries.
Affle 3i reported Q4 FY2026 revenue of ₹7.24bn (+20.3% y-o-y) and PAT of ₹1.20bn. Full-year FY26 revenue reached ₹27.1bn with EBITDA margins improving 120bps to 22.5%.
Seamec Ltd achieved record FY26 consolidated revenue of ₹1,000 cr, up 47% YoY. Performance driven by high vessel deployment and international subsidiary growth.
DLF reported a strong FY26 with record collections of ₹13,500cr and net profit of ₹4,256cr (+16% YoY). The company achieved zero gross debt in its development business.
PDS delivered modest FY26 revenue growth of 4% amidst global headwinds, prioritizing balance sheet strengthening over aggressive expansion. While margins improved, high investment in loss-making new verticals and the Ted Baker franchise remains a persistent drag.
Monte Carlo Fashions Limited reported FY26 consolidated revenue growth of 15.9% to ₹12,759 Mn and PAT growth of 38.1% to ₹1,121 Mn, driven by network expansion and strong cotton segment sales.
Management is pivoting toward high-margin bio-plastics (PLA) and gypsum, raising ₹450cr to offset a ₹230cr project cost overrun and ensure liquidity.
Subros reported highest-ever Q4 revenue of ₹1049.76 Cr, driven by market demand and SOP of new business awards.
Zydus Wellness reported strong revenue growth of 62.1% YoY in Q4FY26, heavily inflated by the Comfort Click acquisition.
Corona Remedies reported strong FY26 results, outperforming industry growth via specialty chronic segments and strategic acquisitions like Wokadine and the Bayer portfolio.
Nuvama Wealth Management posted record operating PAT of ₹1,050cr for FY26, driven by a 23% profit surge in Wealth Management and stabilization of Asset Services.
Nelcast reported steady FY26 performance with Revenue of ₹1,342.4 Cr (+5.8% YoY) and PAT of ₹48.4 Cr (+29.9% YoY). Strategy focuses on high-value castings and export recovery.
Neogen delivered volume-led Q4 growth but faces significant execution hurdles as battery project costs ballooned by ₹250cr+ while timelines shifted to the right.
Apollo Micro Systems is transitioning from a subsystem provider to a fully integrated defense company, now manufacturing complete weapon systems like mines and rockets under new Government of India licenses.
MPS closed FY26 with record profitability, driven by its transformation into an AI-first knowledge solutions provider and the successful integration of Unbound Medicine.
IndiGrid delivered a steady Q4 FY26 with 9.5% revenue growth, driven by new project acquisitions and commissions, despite minor technical outages in specific transmission assets.
Imagicaaworld reported FY26 revenue of ₹374 Cr with 31% EBITDA margin. Focus remains on geographical expansion into Ahmedabad and indoor entertainment segments via 'Hello Park' partnership.
Uniparts India reports steady growth driven by construction and European agriculture segments, offsetting weakness in the North American large-ag market.