Apollo Pipes Earnings Call: Key Takeaways
Apollo Pipes Q4FY26 revenue rose 10% YoY to ₹347Cr, driven by 21% volume growth. Management is focusing on capacity expansion and pan-India footprint after acquiring Kisan Mouldings.
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Apollo Pipes Q4FY26 revenue rose 10% YoY to ₹347Cr, driven by 21% volume growth. Management is focusing on capacity expansion and pan-India footprint after acquiring Kisan Mouldings.
Apollo Pipes reported Q4FY26 revenue of ₹347 Cr (up 10% YoY) and FY26 revenue of ₹1,104.9 Cr. Focus remains on capacity expansion and pan-India footprint.
Apollo Pipes reported Q4FY26 revenue of ₹347 Cr (+10% YoY) and FY26 revenue of ₹1,104.9 Cr. The company is focused on capacity expansion and scaling the Kisan Mouldings acquisition.
Monolithisch India Limited reported record Q4 FY26 results with 35% revenue growth. The company is transitioning to premium 'SGB Limited' products and expanding capacity to become a global leader in ramming mass.
Apollo Pipes Q4FY26 revenue grew 10% YoY to ₹347 Cr; FY26 revenue fell 6% to ₹1,104.9 Cr. Focus on PAN India expansion and Kisan Mouldings integration.
Westlife Foodworld reported steady Q4 FY26 performance with 8.7% YoY revenue growth and 13.3% EBITDA margin, driven by value platforms.
Muthoot Microfin reports Q4 FY26 PAT of ₹711 Mn (+117.7% YoY) and outlines 'Vision 2030' to achieve ₹30,000 Cr AUM through product diversification into SME and secured retail lending.
Aptus maintains steady 25% AUM growth with sector-leading ROA (7.73%), though stagnant disbursement growth (15%) and geographic concentration in Andhra Pradesh and Tamil Nadu remain key constraints.
Tara Chand delivered record FY26 performance with Revenue at ₹285cr and EBITDA at ₹107cr. Strategy focuses on high-tonnage equipment rentals and specialized infrastructure services.
Ceigall India reports strong FY26 performance with consolidated revenue of ₹40,224 million (up 17% YoY) and EBITDA of ₹5,854 million. Strategy focuses on diversification into renewables, power transmission, and global expansion.
Ceigall India delivered strong FY26 performance with consolidated revenue of ₹40,224M (+17% YoY) and EBITDA of ₹5,854M. The company is diversifying from highways into renewables, T&D, and metro projects.
Escorts Kubota Q4FY26 revenue rose 21.4% YoY to ₹2,951 Cr. Performance driven by strong tractor sales growth (21%) and construction equipment (9.2%), with margins expanding to 13.1% from 12.1%.
Escorts Kubota Q4FY26 revenue rose 21.4% YoY to ₹2,950.7 Cr with PAT up 29.6%. FY26 revenue reached ₹11,472.8 Cr (+12.6%) driven by strong tractor volume growth.
Gateway Distriparks reports FY26 revenue of ₹2,211.8 cr, up 32% YoY. Management is focused on network expansion and fleet modernization to leverage the Western Dedicated Freight Corridor.
PB Fintech delivered a massive PAT beat in FY26, driven by protection business acceleration and improved operating leverage in Paisabazaar. Management remains aggressively focused on growth and quality over short-term margin maximization.
R Systems reported strong Q1 results with 29.9% YoY revenue growth, driven by AI investments and the Velotio (formerly Nobigo) acquisition.
Rajoo Engineers reported robust FY26 performance with 35.7% revenue growth, though Q4 saw a 11.7% YoY decline due to geopolitical disruptions and shipment delays.
IndiaMart delivers steady revenue and collection growth, but management is pivoting to aggressive buyer-side ad spending to arrest churn and stagnant paying supplier counts.
Harsha Engineers posted strong FY26 performance with consolidated revenue growing 15.6% YoY to ₹1,665 crore and PAT up 73.8% to ₹155 crore.
MCMIL reported record FY26 performance with total income of ₹896.27 Cr and PAT of ₹40.69 Cr, driven by Alu-Zinc technology commercialization and exports.
MCMIL reports record FY26 performance with Revenue at ₹896.27 Cr and PAT at ₹40.69 Cr, driven by Alu-Zinc technology and export growth.
Bharat Forge Q4 FY26 standalone revenue grew 8.5% QoQ to ₹22,605 million. Consolidated FY26 revenue reached ₹168,120 million, up 11.2% YoY, despite global demand challenges.
Apcotex reported strong Q4 FY26 performance with Revenue at INR 3,976 Mn and EBITDA growth of 42.1% YoY. Focus remains on capacity expansion and specialty emulsion polymers.
PCBL reported Q4 FY26 revenue of ₹2,066cr and EBITDA of ₹248cr. Management focuses on capacity expansion and feedstock diversification despite West Asia logistics headwinds.
eMudhra delivered 35.1% YoY revenue growth in FY26, driven by international expansion and AI-integrated trust infrastructure across 15 global offices.
eMudhra delivered robust FY26 results with Total Income of ₹7,132 Mn (+35.1% YoY) and PAT of ₹1,100 Mn (+26.2% YoY). The firm is pivoting towards AI-driven trust infrastructure and international expansion.
CarTrade Tech reported FY26 PAT of ₹244 Cr, a 68% YoY increase. The company emphasizes a profitable digital ecosystem across Consumer, Remarketing, and Classifieds segments with a 33% EBITDA margin.
Fairchem Organics reported a Q4 FY26 revenue of ₹1,169 Mn, down 3.2% Y-o-Y, with PAT at ₹37 Mn. FY26 annual revenue fell 14.5% to ₹4,596 Mn due to weak demand.
Blue Star reported Q4FY26 revenue of ₹4072cr (up 1%) and EBITDA of ₹326cr (up 17%). FY26 revenue grew 4% to ₹12402cr, driven by EMP and commercial AC segments.
TANFAC achieved record FY26 revenue of ₹711cr (+27.7% YoY) driven by Solar Grade DHF and higher volumes, though PAT margins compressed due to higher raw material costs and capex-related depreciation.