GRP Earnings Call: Key Takeaways
GRP Limited's FY26 consolidated revenue fell 3% to ₹5,380 Mn, with PAT declining 90% to ₹32 Mn due to US tariffs and raw material inflation.
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GRP Limited's FY26 consolidated revenue fell 3% to ₹5,380 Mn, with PAT declining 90% to ₹32 Mn due to US tariffs and raw material inflation.
MPS Limited reported record FY26 EPS of ₹102.11 (+16.3% YoY) with consolidated EBITDA of ₹236 Cr (30.7% margin), driven by an AI-first strategy and the Unbound Medicine acquisition.
Kay Cee Energy reported FY26 revenue of ₹164.3 Cr, up 8% YoY. Strategy focuses on backward integration and expansion into Solar/Railways.
Symphony Limited reported flat standalone revenue for Q3 FY26, with profits distorted by the prior-year Pathway write-off recovery. Management is rolling back the proposed divestment of international subsidiaries due to valuation gaps.
Amber's FY26 revenue surpassed the ₹12,000 Cr milestone, driven by strong growth in the Electronics and Railway/Defense divisions as the company diversifies beyond AC manufacturing.
Fineotex (FCL) released its Q4 FY26 investor presentation highlighting a diversified portfolio across Textile, Oil & Gas, and Cleaning & Hygiene, with a significant recent acquisition of US-based CrudeChem Technologies.
Accent Microcell reported FY26 revenue of ₹34,903 Lakhs (up 31.92% YoY) and PAT of ₹4,385 Lakhs (up 32.65% YoY), driven by strong export growth and expansion in pharmaceutical excipients.
Uno Minda reported strong Q4 FY26 results with consolidated revenue up 18% YoY to ₹5,336 Cr and PAT up 22% to ₹326 Cr. Strategy focuses on EV powertrain expansion and increasing kit value per vehicle.
Styrenix (formerly INEOS Styrolution India) delivered stable standalone performance in FY26 while integrating its strategic Thailand acquisition. Focus remains on expanding ABS capacity and specialty polymer blends.
Ratnamani Metals & Tubes Q4FY26 (Consolidated) revenue fell 36.7% YoY to ₹1,084.82cr; PAT dropped 42.9% to ₹115.91cr. Strategy focuses on subsidiary growth and capacity expansion in specialized pipe segments.
Acutaas Chemicals delivered record FY26 results with Revenue of ₹13,394 Mn and PAT of ₹3,564 Mn, driven by expansion in pharmaceutical and semiconductor segments.
KIMS delivered FY26 revenue growth of 28.2% YoY, reaching ₹39,308 Mn. Expansion continues across Telangana, AP, Maharashtra, and Kerala with a vision to reach 8600+ beds.
Hind Rectifiers delivered record FY26 consolidated revenue of ₹999.1cr (up 52.5% YoY) with EBITDA growth of 19.6%. Strategy focused on railway system integration and European expansion via Elventive acquisition.
Kirloskar Ferrous Industries (KFIL) reported FY26 revenue of INR 6,861 crores and PBT of INR 514.43 crores. Management is pivoting towards value-added castings and alloy steel while aggressively expanding seamless tube capacity.
Menon Bearings delivered record consolidated performance in FY26, driven by capacity expansion and strong demand in Bi-metal and Alkop segments.
Ecoline Exim reported FY26 revenue of ₹286.88 Cr and PAT of ₹20.18 Cr, focusing on global retail expansion in sustainable packaging.
Aarti Drugs reported FY26 revenue of ₹2,568 Cr (+7% YoY) and PAT of ₹195 Cr (+16% YoY), driven by the Sayakha facility scale-up and improved export traction despite pricing pressures.
Chembond Chemicals FY26 revenue reached ₹326.15cr, up 11.6% YoY. Strategy focuses on specialty water treatment and construction chemicals with improved margins.
Naman Industries FY26 results show a revenue decline to ₹142.51 Cr with a net loss of ₹2.2 Cr. Management focuses on capacity expansion at Wada to drive recovery.
Danish Power delivered ₹521cr revenue and ₹69cr PAT in FY26, driven by capacity expansion and strong demand in renewable energy and BESS sectors.
Indian Terrain achieved a turnaround in FY26, reporting ₹377.7 Cr revenue (up 11%) and shifting to a positive PBT of ₹2.7 Cr from a loss of ₹41 Cr in FY25.
Tatva Chintan reported a strong FY26 with revenue up 32% to ₹5,059 Mn and PAT surging 636% to ₹421 Mn. Growth driven by SDA and PASC segments.
Accent Microcell delivered record H2 results driven by a strategic shift toward premium products like MCC spheres, though Unit 3 delays at Navagam remain a point of concern for immediate scaling.
Uttam Sugar Mills reported FY26 consolidated revenue of ₹2209.92 Cr (up 19% YoY) and PAT of ₹100.59 Cr. Strategy focuses on diversifying product mix into branded/specialty sugar and expanding distillery capacities.
Latent View Analytics crossed ₹1,000 Cr revenue milestone in FY26. Achieved 25% YoY revenue growth in INR, driven by high technology and financial services sectors.
Delhivery reported strong Q4FY26 revenue of ₹2,848 Cr with 8.1% EBITDA margins. The company achieved full-year profitability with PAT of ₹347 Cr (pre-exceptional).
Fineotex Chemical Limited (FCL) presents its Q4 FY26 investor update, focusing on its diversification into oil & gas chemicals and expanding global manufacturing capacity to 2,00,000 MTPA.
P. E. Analytics (PropEquity) is pivoting from a B2B real estate data platform to a B2C AI-driven 'ChatGPT for Real Estate' model.
Hind Rectifiers delivered strong FY26 performance with consolidated revenue growing 52.5% YoY to ₹999.1cr. Strategy focused on backward integration and global expansion via Elventive France acquisition.
Uno Minda reported strong Q4 FY26 results with consolidated revenue at ₹5,336 Cr and PAT at ₹326 Cr, focusing on EV powertrain expansion and kit value growth.