PSP Projects Earnings Call: Key Takeaways
PSP Projects reports strong Q4FY26 with 66% revenue growth, driven by execution momentum in Adani Group projects. Strategy focuses on utilizing precast technology and reducing debt.
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PSP Projects reports strong Q4FY26 with 66% revenue growth, driven by execution momentum in Adani Group projects. Strategy focuses on utilizing precast technology and reducing debt.
Five-Star Business Finance reported Q4FY26 PAT of ₹269Cr and full-year PAT of ₹1,099Cr. The company is pivoting towards higher ticket sizes (₹3-5 Lakhs) while stabilizing asset quality after MFI-overlap headwinds.
GCPL delivered strong Q4 FY26 results with 11% consolidated revenue growth and 10% EBITDA growth. Performance was driven by double-digit growth in Standalone Home Care and Africa/USA/Middle East segments.
Q4FY26 update for Godrej Consumer Products showing strong performance in the Standalone business and key international markets. The company implemented a regulatory-driven change in accounting for customer-related promotional spends.
Edelweiss reported 27% growth in consolidated PAT to INR 547 crores in FY26. Management focused on reducing corporate debt and scaling MSME disbursements and alternative asset management.
Vimta Labs reported Q4 FY26 revenue of ₹1,120 Mn and PAT of ₹211 Mn with strong margins across TIC segments.
Aye Finance reported strong Q4 FY26 results following its Feb '26 IPO. Focus remains on micro-MSME lending with a shift toward mortgage-backed loans and AI-driven underwriting.
Vimta Labs reported strong FY26 performance with Total Income reaching ₹4,163 Mn, up 19.5% YoY, and PAT at ₹775 Mn. Strategy focuses on expanding TIC services across Pharma, Food, and Electronics sectors.
Greaves Cotton reported strong FY26 performance with Consolidated Revenue at ₹3,437 cr and EBITDA of ₹383 cr. Strategy focused on transition to energy and mobility solutions.
Greaves Cotton reported FY26 consolidated revenue of ₹3,437 Cr, driven by a 16% growth in core businesses. Strategy focused on transition to energy and mobility solutions.
Leela Palaces delivered record FY26 PAT of ₹403cr vs ₹48cr YoY, with EBITDA margins expanding to 49%. Performance was driven by pricing power despite Q4 international demand disruptions from Middle East conflicts.
Aditya Birla Real Estate achieved ₹81,363 Mn booking value in FY26, shifting focus exclusively to real estate after divesting its pulp & paper business for ₹34.98 Bn.
Aditya Birla Real Estate (formerly Century Textiles) reported record FY26 bookings of ₹81,363 Mn. Strategy focuses on high-growth residential markets (MMR, Bengaluru, NCR, Pune) and divesting non-core paper assets to unlock value.
Bhagyanagar India reported a landmark FY26, crossing ₹2,000cr revenue and ₹50cr PAT. Management is pivoting towards 66% value-added products and demerging real estate to focus on copper.
Go Digit reported Q4 and FY26 results with a focus on transition to new Indian Accounting Standards. PAT stood at ₹179 crores for FY26 with a 17.7% ROE on post-tax basis.
MAS Financial Services reports record Q4 FY26 with consolidated AUM at ₹15,304 Cr and PBT crossing ₹500 Cr milestone for the full year.
Polycab delivered record FY26 revenue of ₹288,838 Mn, maintaining its #1 position in Wires & Cables with ~31% organized market share while scaling FMEG to a 25% 10-year CAGR.
Polycab achieved highest-ever revenue and profitability in FY26. Consolidated revenue grew 29% YoY to ₹289Bn, driven by W&C and accelerating FMEG momentum.
PNGS Gargi achieved FY26 revenue of ₹149.4 Cr with 21% PAT margin. The strategy focuses on asset-light, debt-free expansion from a Maharashtra stronghold to a pan-India omnichannel presence.
Polycab delivered FY26 total revenue of ₹288,838 Mn, maintaining its #1 position in Wires & Cables with ~31% organized market share. The strategy focuses on B2C expansion via FMEG and project 'Spring' for future transformation.
NSDL Q4 FY26 earnings call highlighting 23.6% YoY consolidated revenue growth and 10.8% FY26 PAT growth. Strategy focuses on digital transformation, expanding DP network, and growing subsidiary contributions.
Polycab delivered its highest-ever Q4 and FY26 results with consolidated revenue crossing ₹285 Bn. Growth was driven by robust execution in Wires & Cables and FMEG segments under Project Spring.
Radico Khaitan delivered record FY2026 performance, surpassing ₹6,000Cr revenue and ₹1,000Cr EBITDA, driven by a successful premiumization strategy and margin expansion.
Equitas SFB reported record Q4 performance with PAT of ₹213 crore and NIM expansion to 7.29%. The bank is transitioning towards a 10% Microfinance mix, focusing on product-level profitability and universal banking license eligibility.
Ksolves crossed ₹150cr annual revenue milestone in FY26, repositioning as an 'AI-first' company. Full-year revenue hit ₹162.7cr with 29.7% EBITDA margin.
Schaeffler India posted Q1 CY26 revenue of INR 2,507 cr, up 18.8% YoY, and PAT of INR 319.7 cr, up 12.8% YoY. Strategy focuses on localization (now 80%) and diversifying into e-mobility.
Eternal Ltd's Q4FY26 call focuses on quick commerce (Blinkit) scaling and profitability, targeting $1 billion EBITDA by FY29.
B-Right Realestate delivered strong FY26 performance with 62% revenue growth and massive profit surge, focused on Mumbai SRA and redevelopment projects.
KPIT reported FY26 revenue of $724.8M with 10.5% INR revenue growth and 20.8% EBITDA margin. Strategy focuses on AI-led mobility and cybersecurity via Cymotive acquisition.
KPIT reported Q4FY26 revenue of $185M and EBITDA margin of 20.6%. Full-year FY26 revenue grew 10.5% in INR terms to ₹64.55 billion.