Firstsource Solutions Earnings Call: Key Takeaways
Firstsource crossed $1 billion revenue in FY26, signaling a shift toward AI-led 'Intelligent Operations' over traditional labor-based BPO models.
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Firstsource crossed $1 billion revenue in FY26, signaling a shift toward AI-led 'Intelligent Operations' over traditional labor-based BPO models.
Regency Fincorp is an emerging NBFC shifting to digital lending and secured MSME loans. FY26 shows strong expansion with total income reaching ₹40.05 Cr and PAT growing to ₹13.42 Cr.
Indegene crossed ₹1,000Cr quarterly revenue milestone in Q4FY26. Strategy focuses on GenAI-led transformation (Tectonic model) and deepening top-20 global pharma relationships.
Brigade reports FY26 revenue of ₹5,909 Cr, up 11% YoY, driven by strong residential sales and leasing. Real estate collections reached ₹1,985 Cr in Q4.
Brigade reported FY26 revenue of ₹5,909 Cr with 11% YoY growth. Strategy focused on multi-segment scaling across residential, leasing, and hospitality with 100+ Mn sq.ft. delivered.
Silkflex Polymers reported strong Q4 FY26 results as it transitions from trading to a manufacturing-led model, driven by its new Vadodara facility.
Websol delivered record FY26 results with 82% revenue growth and 41% EBITDA margins, driven by cell capacity doubling to 1.2 GW.
Jana SFB met Q4 FY26 guidance with PAT of ₹140cr. Bank is exiting MFI stress with SMA at 3.66% and focus shifting to secured asset growth (72.6% of book).
Godrej Properties delivered its best-ever year in FY26, achieving record bookings, collections, and earnings. Management raised residential booking guidance for FY27 to INR 39,000+ crores.
Capillary Technologies reported strong FY26 growth, closing with ₹734cr revenue. Profitability is driven by organic platform expansion and aggressive M&A of low-margin competitors upgraded to their high-margin AI stack.
Aeroflex reported its highest quarterly revenue and EBITDA, driven by entry into high-margin liquid cooling skids for AI data centers. While core hoses remain stable, the new skid segment is the primary catalyst.
Management is navigating a flat fiscal year marked by volatile raw material costs and increased domestic competition in methylamines, maintaining a 'cautiously optimistic' tone despite stagnant top and bottom-line growth.
Punjab & Sind Bank reported its highest-ever annual net profit of ₹1,322 Cr for FY26. Total business grew 14.94% to ₹2.64 Lakh Cr with robust credit growth.
JTL Defence (formerly RCI Industries) reported FY26 turnaround with Rs 193 Mn revenue and Rs 3 Mn PAT, shifting focus to high-value copper alloys.
Snowman Logistics reported FY26 revenue of ₹604.4 Cr (up 9.5% YoY) with EBITDA of ₹94.5 Cr. Strategy focuses on 5PL platform transition and capacity expansion.
RSWM Limited turned profitable in FY26, reporting ₹4,554 Cr revenue and ₹52 Cr PAT. The company is focused on the 'RSWM 2.0' initiative, emphasizing cost discipline and value-added product segments.
Dr. Lal PathLabs reported strong Q4 FY26 results with 16.6% revenue growth. Focus remains on expansion through 1,100+ new collection centers and high-end diagnostic branding.
RSWM reported a turnaround in FY26 with revenue of ₹4,554 Cr and PAT of ₹52 Cr, transitioning from a loss in FY25. Focus remains on RSWM 2.0 initiatives for operational efficiency.
HomeFirst reported strong FY26 performance with AUM at ₹1,58,777 Mn (up 24.9% YoY) and PAT at ₹5,404 Mn (up 41.4% YoY). Focus remains on technology-driven affordable housing finance.
APL Apollo Tubes reported strong Q4 FY26 performance with EBITDA/ton at record ₹5,525 despite regional crises, focusing on margin preservation over volume.
HomeFirst reported strong FY26 performance with AUM at ₹1,58,777 Mn (up 24.9% YoY) and PAT at ₹5,404 Mn (up 41.4% YoY). Focus remains on technology-driven affordable housing finance.
RailTel reported strong Q4 FY26 results with 83% Q-o-Q revenue growth and 127% Q-o-Q PAT growth, driven by telecom and project segments.
IndiaMART FY26 revenue reached ₹1,569 cr (up 13%) with EBITDA at ₹530 cr (34% margin). Focus remains on ARPU-led growth and AI integration.
SRF delivered its second-best performance ever despite geopolitical headwinds. High growth in Fluorochemicals was partially offset by pricing pressure in Specialty Chemicals due to Chinese competition and forex losses on long-term hedges.
KNPL presented its Q4 FY26 results focusing on strategic expansion in Decorative and Industrial segments despite macroeconomic headwinds like crude oil price hikes and rupee depreciation.
KNPL reported 7.6% Q4 revenue growth (standalone) with a focus on 'Paint+' product innovation and industrial segment leadership.
SJS delivered record quarterly revenue and PAT, significantly outperforming automotive industry growth through premiumization and export expansion.
South Indian Bank reported FY26 Net Profit of ₹1,455 cr and Total Income of ₹5,447 cr. The bank is transitioning towards a higher-yield MSME and Retail portfolio with a significant focus on digital-led operational efficiency.
South Indian Bank reported record FY26 net profit of ₹1,455 cr and total income of ₹5,447 cr, focusing on shifting portfolio mix toward MSME and Retail with improved asset quality.
Bondada Engineering reported FY26 revenue of ₹2,843cr with a focus on diversifying into BESS, data centres, and defence manufacturing. Strategy shifts from 90% EPC to a target of 70% products/services for higher margins.