Grasim Industries Earnings Call: Key Takeaways
Grasim reported record Q4FY26 consolidated revenue of ₹51,101 Cr (up 15% YoY) and EBITDA of ₹8,011 Cr (up 22% YoY), driven by growth in Cellulosic Fibres and Cement.
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Grasim reported record Q4FY26 consolidated revenue of ₹51,101 Cr (up 15% YoY) and EBITDA of ₹8,011 Cr (up 22% YoY), driven by growth in Cellulosic Fibres and Cement.
Eris reports FY26 revenue of ₹3,129 cr (up 8.1% yoy) with 35.8% EBITDA margin. Strategy focuses on Gx Semaglutide leadership and scaling international CDMO business.
Radico Khaitan hit record milestones with revenue crossing ₹6,000cr and EBITDA ₹1,000cr, driven by premiumization and volume growth in vodka and whiskey.
P.E. Analytics (PropEquity) reported FY26 consolidated revenue of ₹538M and PBT of ₹209M. The company announced a strategic investment from HDFC Capital to launch an AI platform.
Safe Enterprises reported transformative FY26 results following its IPO, marked by 57% revenue growth and strong fixture demand for new stores and refurbishments.
PropEquity (P.E. Analytics) reported FY26 consolidated revenue of ₹538.4M (up 6%) and PBT of ₹209.8M (up 17%). Strategy focuses on real estate data analytics and AI platform expansion.
Motherson reported record FY26 revenue of ₹126,104 Cr and EBITDA of ₹12,033 Cr, driven by strong growth in emerging businesses and automotive outperformance.
Viaz Tyres is transitioning from a tube manufacturer to a full tire maker, targeting ₹350 Cr revenue by FY29.
PhillipCapital report on Star Cement (Q3FY26) highlighting the transition to NextGen leadership and aggressive organic expansion from Northeast into North India.
Shivalik Bimetal delivered robust FY26 performance with consolidated revenue of ₹570.86 cr and PAT of ₹95.84 cr. Strategy focuses on high-value PCBA/busbar assemblies and EV shunt expansion.
Shadowfax reported record Q4 FY26 profitability and growth, driven by express parcel and hyperlocal segments. The company is pivoting towards vertical quick commerce and D2C.
Amagi delivered its first PAT-positive year in FY26, driven by 30% revenue growth and significant operating leverage as margins expanded by 800bps.
Dev Accelerator Ltd (DEVX) reported strong FY26 performance with consolidated revenue of ₹226 Cr (+42.2% YoY) and EBITDA of ₹109 Cr, driven by its focus on Tier-2 cities and enterprise-led demand.
Om Power Transmission reported FY26 revenue of ₹44,916 lakhs, up 61% YoY, with PAT rising 81% to ₹4,002 lakhs. Strategy focuses on expanding beyond Gujarat and leveraging its record ₹62,128 lakh order book.
Madhavbaug reported FY26 revenue of ₹106.91cr (+18.89% YoY) and PAT of ₹8.99cr. The company is pivoting from wellness to higher-value disease reversal programs and expanding hospital capacity.
Hubtown's FY26 proforma presentation highlights strategic consolidation via mergers and significant debt reduction. Ongoing projects like 25 South and 25 Downtown drive premium residential scaling in MMR.
Associated Alcohols (AABL) delivered a solid FY26 with 14% EBITDA margins despite a flattish 5% revenue decline. Strategy focuses on premiumisation (IMFL Proprietary grew 37% YoY) and Pan-India expansion.
Clean Science reported resilient Q4 FY26 performance with sequential revenue growth driven by HALS volume expansion. Standalone EBITDA margins remain robust at 46% despite global pricing pressures.
PNC Infratech reported FY26 standalone revenue of ₹4,633 Cr with 12.6% EBITDA margin. The company is pivoting towards capital recycling via a ₹9,006 Cr asset divestment deal with KKR-affiliated HIT.
Brandman Retail reports FY26 revenue of ₹16,240.87 Lakhs, up 20% YoY, driven by premium footwear distribution and expanding its own 'Sneakrz' retail brand.
Gland Pharma reported record quarterly revenue of INR 17,428M (+22% YoY) for Q4FY26, driven by CDMO growth and the Cenexi turnaround. FY26 adjusted PAT reached INR 10,455M with a 16% margin.
Dynamatic Technologies delivered 15.5% FY26 revenue growth, driven by the Aerospace segment's strong performance and Airbus A220 door deliveries. Profitability remained steady with 11.3% EBITDA margin.
Patel Engineering reported FY26 consolidated revenue of ₹5,102 cr and PAT of ₹294 cr (up 21%). The company focused on debt reduction and order book diversification.
Autoline reported record FY26 revenue of ₹824cr, up 25% YoY, with PAT surging 113% to ₹38.5cr, driven by strong OEM demand and a ₹21.58cr exceptional gain.
Ventive Hospitality Limited reported record Q4 and FY26 results, surpassing INR 500cr PAT milestone. Performance was driven by luxury assets in India and Maldives with significant EBITDA margin expansion.
Yasho Industries achieved record quarterly revenue of ₹198.6cr, driven by massive 33% volume growth despite a weak pricing environment. Management maintains an aggressive 40% revenue growth target for FY26.
Pearl Global reported record FY26 consolidated revenue of ₹5,025 Cr (up 11.5%) and PAT of ₹270 Cr (up 17%). Performance driven by overseas capacity utilization despite high U.S. tariffs on Indian goods.
Great Eastern Shipping reported its best-ever quarterly and annual consolidated profit, crossing INR 1,000 crores for FY26. Management declared a record quarterly dividend of INR 11.70 per share.
JSW Energy is transitioning to a green energy leader, targeting 30 GW generation and 40 GWh storage by 2030. FY26 shows strong growth with Net Generation up 58% to 51.3 BUs.
Global Health Limited reported FY26 total income growth of 20% to ₹45,089 million with consolidated PAT up 15.1% to ₹5,541 million. Growth was driven by patient volume increases and scaling of developing hospitals.