Management is navigating a transition phase with significant revenue and margin pressure due to destocking and site disruptions. New CEO Umang Vohra focuses on embedding the company into global new drug value chains.
Home First delivered strong FY26 performance with 41.4% PAT growth and record Q4 disbursements. Focus remains on affordable housing, digital adoption, and network expansion.
Thomas Cook India reported FY26 consolidated income of ₹85.6 Bn, up 3% YoY, despite geopolitical disruptions. Strategy focuses on an asset-light model and the strategic demerger of Sterling Holiday Resorts.
Neuland Laboratories delivered strong FY26 results with significant revenue and profit scaling, driven by the CMS business and commercial molecules. Strategy focuses on high-margin niches, peptides, and a new R&D center.
GE Power India reported a strong FY26 turnaround with 19% revenue growth and significantly improved profitability driven by a strategic shift to high-margin core services and legacy settlement gains.
Diffusion Engineers reported strong Q3 FY26 growth, doubling PAT YoY despite capacity constraints. Management is banking on a 100cr capex-led expansion to sustain growth momentum through FY27.
Bajaj Auto delivered record FY26 results with revenue crossing ₹58,000cr and EBITDA margins at 20.5%. Management focuses on sports segment dominance and EV scaling.
Radico Khaitan delivered record performance in FY26, crossing ₹6,000Cr revenue and ₹1,000Cr EBITDA. Strategy focuses on premiumization, luxury portfolio growth, and on-trade expansion.
Shri Gang reports FY26 revenue of ₹366 Cr (+13% YoY) with net profit at ₹19 Cr. Strategy focuses on integrated alcobev operations and contract manufacturing for Diageo and Tilaknagar Industries.
Manorama Industries delivered explosive FY26 growth, with standalone revenue surging 76% YoY to ₹1,358 crore, driven by a 30% capacity expansion in solvent fractionation and improved product mix towards high-value CBE products.
Nuvama navigated a volatile year with strong resilience, achieving its first ₹1,000 crore operating profit. Growth shifted significantly toward the Wealth and Asset Services segments, offsetting market-linked volatility in investment banking.
Paytm reports Q4 FY26 earnings with 6% EBITDA margin and strong growth across payments and financial services. Strategy focuses on AI integration and significant operating leverage.
Dixon reported strong FY26 consolidated revenue of ₹49,586 Cr (+28% YoY) and PAT of ₹1,644 Cr (+33% YoY). Focus remains on scaling Mobile EMS and improving operational efficiencies.
Record revenue and profit in FY26 driven by core products, but Q4 volume growth and significant capex delays for the new plant raise execution concerns.
KVB delivered record annual PAT of ₹2,500 cr with FY26 NIM at 3.97%. Strategy focuses on asset quality and RAM verticals which constitute 86% of advances.
Firstsource crossed $1 billion annual revenue in FY26, transitioning to an AI-led 'Intelligence that operates' model. Management reported strong deal momentum with 17 large wins and sequential margin expansion.
Borosil Renewables achieved record standalone revenue of ₹1,535 Cr (+38% YoY) in FY26, driven by higher selling prices and production efficiencies following anti-dumping duties on solar glass imports.
V-Guard delivered robust Q4 FY26 performance with 14.1% revenue growth and 23% PAT growth, driven by South markets and Sunflame integration completion.
Advanced Enzyme delivered its highest ever quarterly revenue with robust double-digit growth across all segments. However, management remains cautious about global inflationary pressures on energy and logistics costs potentially impacting near-term margins.
Iris Clothings delivered strong FY26 revenue growth of 30.5% but faced margin compression from 19.3% to 15.4% due to low-margin product expansion and D2C launch costs.
Expo Engineering delivered Q4 FY26 revenue of ₹17.46cr and EBITDA of ₹0.88cr, focusing on heavy engineering and process plant equipment for the oil & gas sector.
Sutlej Textiles reported Q4 FY26 as its best quarter with 5.3% EBITDA margins despite a 3% annual revenue decline. Management is pivoting toward value-added yarns and technical textiles for margin recovery.