Aditya Birla Capital Earnings Call: Key Takeaways
Aditya Birla Capital reported strong FY26 performance with consolidated revenue at ₹53,871 Cr (up 14% y-o-y) and PAT at ₹3,797 Cr (up 21% y-o-y).
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Aditya Birla Capital reported strong FY26 performance with consolidated revenue at ₹53,871 Cr (up 14% y-o-y) and PAT at ₹3,797 Cr (up 21% y-o-y).
Ambuja Cements (including ACC) reported Q4FY26 revenue of ₹10,915 Cr and EBITDA of ₹1,464 Cr. Strategy focuses on consolidation through 'One Cement Platform' with ACC, Orient, Sanghi, and Penna mergers.
Ambuja Cements (Adani Cement) delivered strong volume growth of 16% in FY26, reaching a consolidated revenue of ₹40,656 Cr. The company is pursuing aggressive consolidation via mergers of ACC, Orient, Sanghi, and Penna.
Transcript of Analyst Meet held on April 30, 2026. Management discusses FY26 performance with sales of ₹1,135cr and PBT of ₹130cr (excluding one-offs).
Ambuja Cements reports 16% FY26 volume growth and 10% EBITDA growth. Adani Group is consolidating the 'One Cement Platform' via the Orient and ACC mergers.
Cemindia Projects reported record FY26 revenue exceeding ₹10,000 cr, driven by robust metro and marine project execution and significant margin expansion.
Ambuja Cements delivered a 16% YoY volume growth in FY'26, reaching 73.7 MnT. Despite quarterly EBITDA volatility due to fuel cost inflation, annual EBITDA PMT reached Rs 887, marking a 12% normalized growth.
Ather Energy reported breakthrough FY26 performance with 66% YoY revenue growth and significant EBITDA margin improvement. Strategy focuses on network expansion, new 'EL' platform, and vertical integration at Factory 3.0.
Ambuja Cements delivered a 15% revenue growth in FY'26, driven by a 16% increase in sales volume. Strategy focuses on the 'One Cement Platform' via the amalgamation of ACC and Orient Cements.
Ambuja Cements reports strong performance for FY'26 with 16% volume growth and 15% revenue growth. The company is transitioning to a unified 'One Cement Platform' through major acquisitions like ACC, Orient, and Penna.
CSB Bank reported FY26 PAT of ₹633 Cr, up 7% YoY, driven by a 23% increase in total business and 17% NII growth. Focus remains on gold loans and SBS 2030 strategy.
Sunlite Recycling delivered transformative H2 FY26 results with consolidated revenue of ₹2,791 cr and PAT of ₹41 cr following the Sunlite Aluminium acquisition.
CSB Bank reported FY26 Net Profit of ₹633 Cr (up 7% YoY) and Total Income of ₹5,682 Cr (up 24% YoY). Focus remains on Gold Loans and SBS 2030 strategy.
Ideaforge delivered record Q4 revenue and positive full-year EBITDA, successfully converting a large portion of its order book while validating electronic warfare capabilities through rigorous field testing.
Mantra Capital (formerly Savani Financials) reports business update for Q4FY26, showcasing transition to a 100% secured NBFC with ₹110 Cr AUM.
City Union Bank reported record Q4FY26 PAT of ₹360cr, with total business growing 24% YoY. Management transition confirmed as R. Vijay Anandh takes over as MD & CEO on May 1, 2026.
IKIO reports FY26 revenue of ₹5,953 Mn (up 23% YoY) with EBITDA margins expanding to 13.0%. Strategy focuses on diversifying into non-lighting segments and expanding global exports.
Godrej Properties delivered record performance in FY26, achieving its highest-ever bookings (₹34,171 Cr) and collections (₹19,965 Cr). The company is shifting focus toward high ROE (20% by FY28) and market share leadership.
Godrej Properties delivered a record-breaking FY26 with its highest ever booking value of ₹34,171 crore and collections of ₹19,965 crore, driven by 38 new launches and strong business development.
Varun Beverages reported strong Q1 CY2026 performance with 18.1% revenue growth and 20.1% PAT growth, driven by 16.3% volume expansion and international acquisitions.
Unimech Aerospace announced the ₹450cr acquisition of Hobel Bellows, a high-margin metallic bellows manufacturer, to expand into assemblies for aerospace, nuclear, and locomotive sectors.
Monolithisch India reported record FY26 performance with ₹135.29cr revenue and ₹23.02cr PAT, driven by volume growth and improved operational efficiencies in refractory manufacturing.
Mitsu Chem Plast reported Q4 FY26 revenue of ₹8647.46 Lakhs and EBITDA of ₹1422.74 Lakhs. Strategy focuses on healthcare furniture and packaging under 'Furnastra' brand.
Epigral achieved record Q4 revenue driven by 15% volume growth, though full-year profits were dragged by earlier operational headwinds and suppressed pricing.
Epigral delivered record quarterly revenue of ₹736cr, driven by a 15% QoQ volume surge and plant stabilization after major maintenance, despite geopolitical volatility.
SMC Global reported FY26 consolidated revenue of ₹1,876.9 Cr (+5.7% YoY) but PAT declined 29.7% to ₹103.2 Cr. Q4 showed strong recovery with PAT up 424% YoY on normalized market activity.
SMC Global Securities reported Q4-FY26 revenue of INR 516.9 Cr (+22.6% YoY) and PAT of INR 21.5 Cr (+424.4% YoY). Focus remains on technology-led growth and insurance broking diversification.
RNIT AI Solutions reported strong FY26 performance with 60% revenue growth, focused on AI-led e-Governance, facial recognition, and conversational AI (NIA).
Zen Technologies reported FY26 revenue of ₹687.69Cr and PAT of ₹193.45Cr, marking a structural shift toward a diversified five-capability defense product suite despite a muted year-on-year financial performance.
Mitsu Chem Plast reported Q4 FY26 revenue of ₹8,679.47 Lakhs with an EBITDA of ₹1,422.74 Lakhs. The company aims for ₹1,000 Cr annual revenue by FY28.