Route Mobile Earnings Call: Key Takeaways
Route Mobile Q4 FY26 revenue reached ₹11,309mn, showing Q-o-Q recovery despite a 3.8% Y-o-Y decline. Strategy shifts toward high-margin omnichannel and AI solutions under Proximus Global ownership.
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Route Mobile Q4 FY26 revenue reached ₹11,309mn, showing Q-o-Q recovery despite a 3.8% Y-o-Y decline. Strategy shifts toward high-margin omnichannel and AI solutions under Proximus Global ownership.
RR Kabel reported record Q4 and FY26 performance with Revenue at ₹9,722.4cr and PAT at ₹492.2cr. Growth was driven by Wires & Cables, while FMEG focuses on portfolio optimization.
Cholamandalam Financial Holdings (CFHL) reports strong Q4-FY26 performance with consolidated revenue at ₹10,520 Cr and PAT at ₹1,626 Cr, driven by robust growth in its lending and insurance subsidiaries.
Cholamandalam Financial Holdings (CFHL) delivered strong Q4 FY26 results with consolidated revenue of ₹10,520 Cr and PAT of ₹1,626 Cr, driven by its core NBFC and insurance subsidiaries.
Ujjivan SFB delivered a strong Q4FY26 with PAT rising 238% YoY to ₹282 Cr, driven by improved asset quality (GNPA 2.3%) and loan book diversification (Secured book at 49.4%).
Usha Martin reported strong FY26 results with 19.1% EBITDA margins and a shift to net cash position. Strategy focuses on high-value international rope segments and efficiency via the 'One Usha Martin' program.
Ujjivan SFB delivered strong Q4FY26 results with PAT growth of 238% YoY and significant portfolio diversification into secured assets.
Kirloskar Ferrous (KFIL) reported Q4 FY26 standalone revenue of ₹1,781 Cr and 12.7% EBITDA margin. Focus remains on cost leadership and product mix upgrades.
SBI reported record FY26 Net Profit of ₹80,032 Cr (up 12.88% YoY) with highest ever ROA of 1.12%. Focus remains on digital leadership via YONO and credit growth.
Orient Electric reported a strong Q4 FY26 with 10% YoY revenue growth and 28.9% PAT growth, driven by premiumization and cost-efficiency (Sanchay program).
Titan delivered landmark FY26 results with annual revenue crossing ₹75,000 cr. Consolidated income grew 46.1% YoY in Q4 to ₹20,300 cr, driven by robust performance in Jewellery.
SBI reports record annual net profit of ₹80,032 crore for FY26, driven by strong loan growth and improved asset quality with GNPA at a two-decadal low of 1.49%.
Titan delivered landmark FY26 results, crossing ₹75,000cr income with ₹5,100cr PAT. Management highlighted strong premiumization in Watches and market share gains in Jewellery.
Capri Global delivered record Q4 FY26 performance with PAT of ₹283cr (up 59% YoY) and AUM growth of 60% YoY, driven by gold loan expansion and digital transformation.
Godrej Agrovet delivered a strong Q4 FY26 with 9% revenue growth and 16.8% PBT growth. The company surpassed the ₹10,000 crore annual revenue milestone with improved margins.
Baheti Recycling delivered strong FY26 results with revenue growing 38% to ₹725cr and PAT up 50% to ₹27cr, driven by operational efficiency and expansion into high-margin aluminum wire rods.
Lloyds Enterprises delivered a robust FY26 with consolidated revenue growing 18% to ₹1,756 Cr and PAT surging 340% to ₹417 Cr, driven by strategic investments and trading growth.
IKIO Technologies transition from lighting to integrated tech. Q4 FY26 revenue at ₹165cr (+47% YoY), FY26 revenue at ₹595cr (+23% YoY). Strategy focuses on diversification and export markets.
Coromandel International reported Q4 FY26 revenue growth of 20% YoY to ₹6,004 Cr, though PAT fell 80% to ₹115 Cr primarily due to exceptional items.
Bajaj Finserv's FY2026 International Investor Presentation details its diversified financial services model across lending, insurance, and emerging health/asset management businesses, highlighting market-leading positions and a 'lifecycle partner' strategy.
Bajaj Finserv reported FY26 consolidated revenue of $16.5B (22% CAGR since FY16) and PAT of $1.07B. Strategy focuses on 'FinAI + InsurAI' digital transformation and lifecycle partnership.
Vardhman Textiles reported FY26 revenue of ₹9,652 Cr with a PAT of ₹740 Cr. The company is vertically integrated and focusing on multi-product expansion and ESG targets.
HEG Limited reported Q4 FY26 earnings with revenue growth from ₹2,153cr to ₹2,569cr and EBITDA margins improving to 19% for the full year.
CAMS delivered record quarterly revenue in Q4 FY26, driven by 25% YoY growth in non-mutual fund segments and stable mutual fund yields.
Wonderla reported record Q4 & FY26 results, driven by the operationalization of Chennai and Bhubaneshwar parks alongside strong resort performance.
Wonderla reported strong FY26 performance with 14.1% income growth and EBITDA margins at 35.7%. Strategy focuses on multi-city expansion including the newly operational Chennai park.
PFS reported strong FY26 performance with PAT rising 47% to ₹319 Cr. Management is pivoting towards a higher-quality, granular private-sector loan book with focus on renewable energy and data centers.
Sundrop Brands (formerly Agro Tech Foods) reported strong FY26 performance with 10% consolidated revenue growth and 96% EBITDA growth on a proforma basis, driven by popcorn and culinary segments.
Tara Chand delivered a record FY26 with 13% revenue growth and significantly expanded EBITDA margins, despite a slight Q4 revenue miss due to project delays.
Craftsman Automation reported record FY26 consolidated revenue of ₹8,069 cr (up 42% YoY) and EBITDA of ₹1,300 cr (up 51% YoY), driven by segment expansion and acquisitions.