Indiabulls Earnings Call: Key Takeaways
Indiabulls Limited (merged entity) reports FY26 revenue of ₹880.7 Cr and PAT of ₹346.1 Cr, pivoting to a real estate-led growth model following the scheme of arrangement.
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Indiabulls Limited (merged entity) reports FY26 revenue of ₹880.7 Cr and PAT of ₹346.1 Cr, pivoting to a real estate-led growth model following the scheme of arrangement.
Indiabulls Limited (post-merger) reported FY26 revenue of ₹880.7 Cr and PAT of ₹346.1 Cr, pivoting to a real estate-led growth model with strong financial services verticals.
Indian Bank reports strong Q4FY26 performance with Net Profit rising 11.33% YoY to ₹12,156 Cr for FY26. Business reached ₹14.95 lakh Cr, driven by 13% domestic advance growth.
Indian Bank reports strong FY26 results with Net Profit reaching ₹12,156 Cr, up 11% YoY, driven by 13% growth in advances and significant improvement in asset quality.
Capital SFB reports 17% YoY PAT growth in Q4FY26 with 21% growth in advances. Strategy focuses on middle-income segments and 98%+ secured lending.
Capital SFB delivered Q4FY26 PAT growth of 17% YoY and advances growth of 21%. The bank maintains a focus on middle-income customers with 98%+ secured lending and a strong retail deposit franchise.
Management reported record profits of ₹122 crore and 225,000 tons volume, marking the transition toward a 'supermarket of special steels' with a heavy focus on non-automotive diversification.
Federal Bank reported its highest-ever quarterly net profit of ₹1,259 Cr for Q4 FY26, driven by robust NII growth and record fee income.
Federal Bank reports 'Best Ever' Q4 and FY26 results with record CASA and NR deposits crossing ₹1 lakh Cr. Net profit for FY26 reached ₹4,117 Cr.
Vakrangee FY2026 consolidated results show a 79.3% YoY PAT surge to ₹11.1 Cr, driven by high-margin service expansion and Vortex Engineering acquisition.
Rajratan Global Wire achieved highest-ever sales tonnage, growing volume by 18% YoY to 133,000 tons. Management focuses on capacity expansion in Chennai and entering the steel cord segment for conveyor belts.
BlueStone (FY26) reported 49.1% standalone revenue growth. Strategy focuses on omnichannel expansion, design-led products, and vertically integrated manufacturing to drive operating leverage.
LTM reported solid FY26 results with 6% USD revenue growth and 15.4% EBIT margins. Management unveiled 'Lakshya 31' strategy aiming to double revenue in five years through AI-centric 'Business Creativity'.
Granules India achieved a landmark FY26 with revenue surpassing ₹50,000 Mn, driven by a structural shift toward high-margin Complex Generics and Peptide CDMO.
Granules India achieved a landmark FY26 with revenue surpassing ₹50,000 Mn, driven by a structural shift towards high-margin Complex Gx and Peptide CDMO segments.
LTM Ltd (formerly LTIMindtree) reported FY26 revenue of $4.76B (6% growth) with EBIT margins at 15.4%. Company pivoted to an 'AI-centric' identity under 'Lakshya' five-year strategy.
Star Health delivered a turnaround in FY26, reporting an underwriting profit of ₹206 crores against a prior loss, despite a Q4 net loss due to mark-to-market equity volatility.
Granules India achieved a landmark FY26 with revenue surpassing ₹50,000 Mn, driven by a structural shift toward high-margin Complex Gx and Peptide CDMO.
Enviro Infra Engineers announced a 100% acquisition of Suyog Urja Limited for ₹311 crore, marking a strategic foray into Wind EPC and hybrid renewable energy solutions.
Macfos Limited reported FY26 revenue of ₹311.74 Cr, driven by specialized electronics e-commerce and scaling the 'Robu 2.0' in-house drone segment.
Star Health Q4FY26/FY26 presentation shows a shift to IndAS. FY26 PAT grew 16% YoY to ₹911 Cr with a Combined Ratio improvement to 98.8%. Strategy focuses on proprietary agency growth and digital onboarding.
Unimech announces the strategic acquisition of Hobel Bellows for ₹450cr, significantly expanding technical capabilities into metallic bellows and precision assemblies.
Piccadily reports strong FY26 performance with 28% revenue growth and 33.4% PAT growth, driven by a shift towards premium IMFL brands and distillery expansion.
Jonjua Overseas Ltd reports robust FY26 results with significant growth in revenue and PBT, focusing on synchronizing group companies for scaling trade operations.
Piccadily Agro (PAIL) reported a strong FY26 with Total Income of ₹1,142.9 Cr, driven by a 41.7% surge in the Distillery segment and premiumization of its IMFL portfolio.
Star Health FY26 Investor Presentation reports 13% Insurance Revenue growth and a shift to profitability with PAT of ₹911 Cr (up 16% YoY) and Combined Ratio improvement to 98.8%.
Embassy REIT delivered a strong FY26 with record 3.3 msf deliveries and 17% leasing spreads, masking a slight divergence between NOI and DPU growth due to higher interest costs.
Chennai Petroleum (CPCL) reported record FY26 crude throughput of 11.71 MMT (112% capacity) and GRM of $9.2/bbl. Q4 GRM was $13.75/bbl. Strategy focuses on value-added products and debt reduction.
Maruti Suzuki delivered a record FY26 with highest-ever volumes and profits, driven by a sharp 16.7% H2 industry rebound and strong SUV performance.
Emmvee reported strong FY26 performance with Revenue of ₹50,499mn and 21% PAT margin. The strategy focuses on TOPCon technology and 6GW integrated capacity expansion.