NIIT Earnings Call: Key Takeaways
NIIT delivered 9% revenue growth in FY26, beating its own guidance of 7-8% despite margin compression from significant GTM and AI investment cycles.
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NIIT delivered 9% revenue growth in FY26, beating its own guidance of 7-8% despite margin compression from significant GTM and AI investment cycles.
Bank of Baroda reported record net profit of ₹20,021cr for FY26. Management is focusing on RAM advances and CASA growth while managing liquidity through bulk deposits.
IHCL reported record FY26 consolidated revenue of ₹9,971Cr and EBITDA of ₹3,477Cr (34.9% margin). The company achieved a milestone PAT exceeding ₹2,000Cr, focusing on capital-light expansion and brand resilience.
IOB reported record FY26 net profit of ₹5,208cr (up 56.16% YoY) driven by 24.16% credit growth and improved asset quality with NNPA at 0.21%.
Swiggy reported Q4 FY26 earnings, focusing on reaching contribution margin breakeven in Quick Commerce and scaling Food Delivery with a 5% steady-state EBITDA target.
Akums delivered strong FY26 performance with 7.6% income growth and 14.5% EBITDA margins, driven by CDMO volume momentum despite API price erosion.
Kaynes Technology missed its ambitious FY26 revenue guidance due to geopolitical disruptions in West Asia, despite strong underlying demand. Management is defensive about a ₹600 crore negative operating cash flow primarily driven by the smart metering business.
Dwarikesh Sugar reported FY26 total income of ₹14,090.9M and PAT of ₹308.4M. Performance was impacted by lower cane availability and higher State Advised Prices, partially offset by improved sugar recovery and realizations.
Hindustan Zinc reports record 9MFY26 performance, solidifying its position as the world's largest integrated zinc producer. Focus remains on 2x growth strategy to reach 2Mtpa metal capacity.
Iris Clothings reports strong Q4 FY26 results with 30.5% annual revenue growth, driven by distribution expansion and D2C launch of the DOREME brand.
Transcript from May 2026 meeting highlighting Vesuvius India's strategy to maintain a 50-55% market share in high-margin flow control through technological differentiation rather than price competition.
Transcript of Analyst Meet held May 7, 2026. Management discussed sustaining a 55% market share in flow control and leveraging R&D for high-margin innovations.
Parag Milk Foods achieved INR 3,800+ crore annual revenue in FY26, driven by a 91% surge in its 'New Age' segment and improved gross margins of 28%.
Fractal Analytics reported strong Q4 FY26 results with 17% revenue growth and significant margin expansion as a newly listed entity.
Heritage Foods crossed ₹45,000M FY26 revenue milestone despite tight milk supply. Strategy focuses on premiumization through value-added products and capacity expansion.
Lupin reported record FY26 revenues of ₹27,958 cr (up 23%) and EBITDA of ₹8,160 cr (up 55%). Management focuses on complex products and India prescription growth.
HUDCO reported record performance for FY26 with PAT up 48.9% and loan sanctions growing 28.9%. The firm is shifting focus towards urban infrastructure and sustainable lending for 'Viksit Bharat'.
Innova Captab achieved record FY26 performance with 31% revenue growth, driven by CDMO expansion and the Kathua facility ramp-up.
EPL Limited reported strong Q4FY26 performance with 17.6% revenue growth and 20.2% EBITDA margins, driven by Beauty & Cosmetics.
Sagar Cements delivered resilient volume growth in Q4FY26 but faces immediate margin pressure from rising fuel costs and West Asia crisis logistics. Profits were significantly boosted by one-time deferred tax asset recognition.
KPR Mill reported solid Q4 FY26 results with Revenue at ₹1,825.16 Cr and PAT at ₹227.17 Cr. The company maintains a vertically integrated structure across textiles, sugar, and ethanol.
Senores Pharmaceuticals delivered strong FY26 performance with Total Income at ₹664 cr (+62% YoY) and PAT at ₹121.5 cr (+108% YoY), driven by regulated market scaling and strategic acquisitions.
Tata Motors PV & JLR posted FY26 revenue of ₹335.6K Cr with a 6.8% EBITDA margin. Results were severely impacted by a cyber incident causing production stoppages and JLR net debt.
Meghmani Organics reported FY26 consolidated revenue of ₹2,174 Cr, up 5% YoY, with PAT at ₹28.7 Cr. The company is pivoting towards high-margin Crop Nutrition (Nano Urea) and Titanium Dioxide segments.
Intellect Design Arena reported 23% YoY revenue growth for FY26, driven by AI-native platforms eMACH.ai and Purple Fabric, transitioning from infrastructure building to a monetization phase.
Purple United Sales Limited H2 & FY26 investor deck highlights aggressive store expansion to 111 EBOs and 65% annual revenue growth in the premium kidswear segment.
Capri Global delivered strong FY26 performance with AUM reaching ₹366bn (60% YoY growth) and PAT at ₹9,486mn. The firm is transitioning to a tech-enabled, retail-focused model with a diversified book.
BKT reported record annual volumes in FY26. Standalone revenue was ₹10,656cr (flattish) with EBITDA of ₹2,423cr (22.7% margin) as the company expands into On-Highway segments.
Metropolis Healthcare shows strong organic momentum, beating FY26 revenue guidance. Management is shifting focus from aggressive lab expansion to productivity-led growth and margin recovery through operating leverage.
Patel Engineering reported FY26 revenue of ₹51,027 Mn with PAT growth of 21.6% YoY. Focus remains on high entry-barrier hydropower and tunneling segments.