NCC Earnings Call: Key Takeaways
NCC Limited reported a record consolidated order book of ₹83,004 crores for FY26. Q4 consolidated revenue reached ₹6,251 crores with an EBITDA margin of 8.83% amidst cautious macro sentiment.
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NCC Limited reported a record consolidated order book of ₹83,004 crores for FY26. Q4 consolidated revenue reached ₹6,251 crores with an EBITDA margin of 8.83% amidst cautious macro sentiment.
Vision Infra delivered record FY26 revenue of ₹622cr (+37% YoY) and PAT of ₹66cr (+94% YoY), driven by infrastructure equipment rental and refurbishment verticals.
OM Infra reported FY26 consolidated revenue of ₹5,001 Mn and PAT of ₹206 Mn. Strategy focuses on water infrastructure, hydro-mechanical projects, and Jal Jeevan Mission (JJM) execution.
Kirloskar Brothers reported Q4 FY26 revenue growth of 10% YoY to ₹14.15 billion. Performance was driven by international growth and a robust domestic order book despite operational disruptions.
CL Educate crossed ₹500cr revenue in FY26, driven by the DEX acquisition integration. Strategy pivots towards higher-margin MarTech and institutional assessments.
Prince Pipes delivered record quarterly volumes but faced margin volatility due to fluctuating PVC raw material prices and aggressive channel incentive strategies.
Stove Kraft Q4 FY26 revenue grew 32.4% YoY to ₹414.5cr. Management focusing on backward integration, retail expansion to 500 stores by 2027, and IKEA partnership.
Sanjivani Paranteral Q4 FY26 earnings transcript. Management transitions to a multi-vertical platform with base formulation business and new IVF and nutraceutical ventures.
IRB Infra Q4FY26 PAT grew 38% YoY to ₹2.96bn. Transitioning to a Sponsor + O&M platform model focused on capital recycling through InvITs.
Bluspring Enterprises delivered a strong FY26 with margin expansion driven by business mix optimization and discipline. The aggressive acquisition strategy (Stiag & LSG) pivots the company toward higher-margin industrial and aviation catering segments.
Muthoot Finance reported record Q4 FY26 results with a consolidated PAT of ₹10,607cr (up 98% YoY) and standalone PAT of ₹10,134cr (up 95% YoY).
Proventus Agrocom delivered record FY26 results with a massive 58% jump in retail revenue, signaling a successful pivot from commodity dry fruits to high-margin wholesome nutrition products.
LT Foods reported FY26 revenue of ₹11,023cr (up 26% YoY) and PAT of ₹625cr. Strategy focuses on premiumisation, global brand expansion in Basmati, and scaling the RTH/RTC segments.
Godawari Power delivered stable FY26 results with strong EBITDA margins despite softer realizations, while pivoting toward massive expansion in battery energy storage and integrated steel.
PFC reported record standalone FY26 PAT of ₹20,051 crore (up 16% YoY) and consolidated PAT of ₹33,625 crore. Management announced a strategic merger with REC targeting April 2027 completion.
Eureka Forbes delivered a record 13.2% EBITDA margin in Q4 FY26, transitioning to a multi-category health/hygiene player while maintaining double-digit revenue growth.
Jubilant FoodWorks reported strong FY26 performance with consolidated revenue reaching ₹95,125 mn, up 17.4% YoY. Strategy focuses on multi-brand food-tech expansion across India, Turkey, and emerging markets.
OBSC Perfection reports record FY26 revenue of ₹223.5 Cr, up 53.9% YoY, with PAT of ₹27 Cr. Strategy focuses on capacity expansion into Maharashtra and Gujarat.
SAIL delivered strong Q4 FY26 results with 43% PAT growth and significant debt reduction of ₹3,200 crore. Management is focusing on operational efficiency and expansion at IISCO, Bokaro, and Bhilai plants.
Ola Electric Q4 FY26 results show a reset year with consolidated revenue at ₹265 Cr and a record gross margin of 38.5%. Strategic shift to vertical integration and own-cell manufacturing.
Bharat Parenterals reported flat FY26 consolidated revenue of ₹345.4cr but a 6x EBITDA surge to ₹15.8cr. Transition year focused on regulatory clearances and scaling subsidiaries like Innoxel and Varenyam.
Sadhav Shipping (FY26) reported revenue of ₹97.55 Cr and PAT of ₹14.72 Cr. Strategy focuses on expanding port services, offshore logistics, and specialized marine solutions like oil spill response (OSR).
Kirloskar Oil Engines achieved record quarterly standalone sales of ₹1,522cr (up 24%) in Q4 FY26, driven by Powergen and Industrial segments. Strategic focus remains on high-horsepower (HHP) engines and international expansion.
HLE Glascoat reported FY26 revenue growth of 31.7% to ₹1,353cr, driven by the Omeras acquisition and strong organic growth in the Filtration and Drying segments.
Ratnamani Metals & Tubes reported Q4 FY26 standalone sales of ₹893cr, down from ₹1,575cr due to lower Carbon Steel volumes and geopolitical headwinds, though margins remained stable.
Share India Securities reported FY26 consolidated revenue of ₹14,703 Mn and PAT of ₹3,244 Mn. The firm is transitioning from a traditional broker to a tech-driven fintech platform with a focus on algorithmic trading.
Ducol reports strong H2 FY26 performance with 84.55% consolidated revenue growth, driven by the Bitumag acquisition and entry into the waterproofing/construction chemicals sector.
Sagar Cements reported Q4 FY26 PAT of ₹100 crores with 20% revenue growth. The company is focusing on capacity ramp-up and cost optimization through WHRS and solar projects.
Speciality Restaurants reported Q4FY26 revenue of ₹11,208 lakhs with standalone PAT of ₹383 lakhs, achieving its 19th consecutive profitable quarter.
Dishman Carbogen Amcis reported strong FY26 performance with revenue up 8.1% and EBITDA margins expanding to 19.3%. Growth is driven by CDMO and Vitamin D analogue segments.