Godrej Agrovet Earnings Call: Key Takeaways
Godrej Agrovet surpassed ₹10,000 Cr revenue in FY26, achieving record profitability driven by 68% EBIT growth in Oil Palm and sustained Animal Nutrition volumes, despite challenges in Dairy and Crop Care.
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Godrej Agrovet surpassed ₹10,000 Cr revenue in FY26, achieving record profitability driven by 68% EBIT growth in Oil Palm and sustained Animal Nutrition volumes, despite challenges in Dairy and Crop Care.
Netweb Technologies reported strong FY26 performance, positioning as India's leading HCS provider with ₹21,835.6 Mn revenue and 13.0% Op EBITDA margin, driven by AI and supercomputing demand.
SBI Card reported FY26 PAT of ₹2,167cr (+13% YoY) with total revenue of ₹20,708cr (+11% YoY). Focus remains on calibrated growth and asset quality improvement.
Himadri Speciality Chemical reported record FY26 consolidated PAT of ₹755cr, driven by speciality carbon black expansion and entry into the lithium-ion battery material value chain.
Netweb Technologies delivered record FY26 performance with Revenue at ₹21,836M, up 90% YoY, driven by a 459.6% surge in AI Systems. Strategy focuses on sovereign AI infrastructure under 'Make in India'.
UCO Bank delivered strong Q4 FY26 results with a 22% YoY net profit growth to ₹801 crore and improved asset quality (Net NPA at 0.27%). Strategy focuses on RAM segment growth and digital transformation.
Aimtron Electronics reported H2 FY26 revenue of ₹1,786M with a PAT of ₹257M. The company transitioned from EMS to high-margin ESDM and ODM-led manufacturing, targeting a ₹1,000 crore revenue journey.
Kanpur Plastipack Q4 FY26 consolidated revenue grew 7.26% YoY to ₹185cr with PAT surging 24.70% to ₹14.92cr, driven by an export-led model and product premiumization.
Avenue Supermarts (DMart) delivered FY26 revenue of ₹66,968 cr with 15.9% YoY growth. Strategy remains focused on cluster-based store expansion and low-cost retail excellence.
NSDL delivered solid FY26 growth despite market volatility, focusing on digital transformation and expanding its fintech DP base.
Macfos Limited delivered strong FY26 results with ₹312cr revenue and ₹25.65cr PAT. Strategy focuses on Robu 1.0 (electronics distribution) and Robu 2.0 (proprietary brands like SmartElex and drone segments).
CDSL reports Q4FY26 standalone operating income of ₹212cr and PAT of ₹69cr. The presentation highlights its milestone of 100 million demat accounts and strategic expansion into insurance and commodity repositories.
Epigral Limited delivered record Q4FY26 revenue of ₹736 Cr (up 22% QoQ) with EBITDA margins improving to 23%. Strategy focuses on transitioning towards a 70% high-margin Derivatives & Specialty revenue mix by FY28.
Epigral reported record Q4FY26 revenue of ₹736 Cr (up 22% QoQ) with 23% EBITDA margins. Growth driven by volume recovery and higher contribution (54%) from derivatives and specialty chemicals.
Kotak Mahindra Bank reported FY26 Consolidated PAT of ₹19,103 cr (excluding divestment gains) with 12% AUM growth. Focus remains on scaling 'Four Engines' across banking, capital markets, insurance, and asset management.
Kotak Mahindra Bank reported consolidated Q4FY26 PAT of ₹5,238 cr (up 6% YoY) and full-year FY26 PAT of ₹19,103 cr. Focus remains on 'Transforming for Scale' across banking, capital markets, and insurance.
Kotak Mahindra Bank reported consolidated PAT of ₹19,103 cr for FY26 (excl. divestment gains). Strategy focuses on 'Transforming for Scale' across its four engines: Banking, Capital Markets, Asset Management, and Protection.
India Shelter reports strong FY26 performance with Gross AUM reaching ₹11,044 Cr and PAT of ₹503 Cr. The company maintains a 6.6% spread and 17% ROE while expanding its pan-India branch network to 307.
India Shelter reports strong FY26 performance with Gross AUM reaching ₹11,044 Cr and PAT at ₹503 Cr. Strategy focuses on underserved Tier II/III markets using tech-driven underwriting.
Equitas reported record quarterly PAT of ₹213cr, driven by improved asset quality and NIM expansion, despite shifting portfolio mix and rising funding costs.
UltraTech reached 200MT cement capacity in Q4 FY26, reporting consolidated sales of 44MT. Integration of India Cements and Kesoram is ahead of schedule.
Jindal Steel delivered a resilient FY26 with Gross Revenue of ₹62,412 Cr and PAT of ₹3,361 Cr. The firm completed its Angul expansion to 12.0 MTPA and focuses on value-added products.
Piccadily crossed ₹1,000cr sales in FY26, driven by premium IMFL growth. Management announced a demerger of the sugar business to focus on global spirits.
ESAF SFB reported a shift toward secured M.A.R.G. lending (57% of advances) in FY26. While FY26 saw a net loss of ₹166cr, Q4 showed recovery with ₹24cr PAT.
ESAF SFB reported a shift toward secured M.A.R.G. lending (57% of advances) to de-risk the portfolio, despite an FY26 PAT loss of ₹166cr driven by prior provisions.
ESAF SFB reported FY26 Pre-Provision Operating Profit of ₹712cr (up 15.7% YoY) but a PAT loss of ₹(166)cr. Strategy focuses on secured M.A.R.G portfolio growth and digital expansion.
Filatex delivered resilient FY26 performance with ₹4,160.52 Cr revenue and 8.33% EBITDA margins. Strategy focuses on a ₹690 Cr capex plan for textile-to-textile circular recycling and capacity expansion.
Filatex delivered resilient FY26 performance with ₹4,160.52 Cr revenue and 36.66% PAT growth, shifting toward a circular textile-to-textile recycling model through 'Ecosis'.
Hubtown Limited reports Q3FY26 pre-sales of ₹20,859 Mn and collections of ₹6,182 Mn. Strategy focuses on consolidation through merging promoter-group projects like 25 South and 25 Downtown.
Baheti Recycling closed FY26 with ₹724.85 Cr revenue and ₹27.06 Cr PAT, surpassing management's stated guidance through capacity expansion and new OEM clients like TVS and Bajaj.