Pelatro Earnings Call: Key Takeaways
Pelatro reported strong FY26 performance with revenue up 61% to ₹138.23 Cr and EBITDA up 76% to ₹31.48 Cr. Strategy focuses on AI-driven customer engagement platforms (mViva).
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Pelatro reported strong FY26 performance with revenue up 61% to ₹138.23 Cr and EBITDA up 76% to ₹31.48 Cr. Strategy focuses on AI-driven customer engagement platforms (mViva).
Go Fashion reported Q4 FY26 revenue of ₹196cr and PAT of ₹8cr. Management is pivoting strategy from smaller kiosks to larger 700+ sq ft EBOs to drive better product discovery and SSG.
Newgen reported FY'26 revenue of ₹1,574Cr (6% growth) and adjusted PAT of ₹334Cr. Strategy focuses on AI-led orchestration and subscription transition.
Arvind Fashions reported strong Q4 FY26 results with 14.8% revenue growth and 19% EBITDA growth, driven by direct-to-consumer channels and premiumization across its core brand portfolio.
Arvind Fashions reported 14.8% YoY revenue growth for Q4 FY26, driven by direct channels and premiumization. EBITDA grew 19.2% with a 50 bps margin expansion.
Arvind Fashions reported strong Q4 FY26 performance with 14.8% revenue growth and 19% EBITDA growth, driven by direct-to-consumer channels and premiumization.
Capillary Technologies reported strong FY26 performance with ₹7,346 Mn revenue (23% YoY) and ₹1,069.2 Mn Adj. EBITDA. Focus remains on AI-led loyalty platform innovation and strategic M&A integration.
KPI Green Energy delivered a strong FY26 with Revenue up 56% to ₹2,742 Cr and PAT up 57% to ₹509 Cr, driven by massive capacity additions in IPP and CPP segments.
SRF reported 7.4% FY26 revenue growth to ₹15,787 cr. and 46.7% PAT growth to ₹1,835 cr. Performance driven by Chemicals (49% revenue) and Performance Films & Foil recovery.
Acutaas Chemicals delivered record FY26 performance with ₹1,339.4cr revenue and ₹356.4cr PAT, driven by strong CDMO business and portfolio reshuffling towards high-value pharmaceutical intermediates.
Sona Comstar delivered record Q4 FY26 results with 47% revenue growth and 39% BEV share. Strategy focuses on electrification, geographic diversification, and expansion into railway components.
MWL reported FY26 revenue of ₹1,215 Cr (up 14%) and PAT of ₹50 Cr (up 70%). The company migrated to the NSE mainboard and expanded into new export markets.
DCW Ltd reported FY26 revenue of INR 21,436 Mn, up 7.2% YoY, with EBITDA growing 14.7% to INR 2,216 Mn. Strategy focuses on shifting towards high-margin Specialty Chemicals.
Sun Pharma announces the acquisition of Organon & Company for $11.75bn Enterprise Value ($14/share), targeting leadership in women's health and a major expansion in China.
Onward Technologies delivered its strongest year with record revenue of ₹550cr and 13.2% margins. Management is pivoting from mechanical to digital/AI engineering to sustain double-digit growth.
United Breweries Q4FY26 shows revenue decline but improved gross margins. Focus remains on premiumization and category growth despite geopolitical headwinds.
Coforge Limited delivered a robust FY26 with 29.2% USD revenue growth, signaling a structural reset in margin profiles led by AI-driven backend automation and successful cross-selling from acquisitions.
Persistent delivered strong FY26 performance with $1.65B revenue (+17.4% YoY) and 15.6% EBIT margin. Strategy pivoted to AI-led, platform-driven services under 'Sixth Orbit' with record TCV bookings.
Womancart reports hyper-growth in FY26 with revenue up 126% YoY, driven by SKU expansion and quick-commerce scaling. Management focused on a 2-hour delivery model and private label growth.
Lloyds Metals (LMEL) reported record Q4FY26 revenue of ₹49,774mn, up 310% YoY. Strategy focuses on iron ore expansion, copper entry in DRC, and strategic MoU with Tata Steel.
Lloyds Metals delivered record Standalone FY26 results with Total Income of ₹1,38,378 Mn and PAT of ₹31,943 Mn, driven by iron ore production and pellet plant ramp-up.
Shilchar delivered steady FY26 growth but faced a weak Q4 due to Middle East logistics disruptions and US tariff uncertainty. Management remains optimistic, pivoting toward aggressive capacity expansion to drive FY27-28 scale.
Federal Bank delivered record quarterly Net Profit of ₹1,145 Cr in Q4 FY26. Strategy focuses on retail deposit granularity, NRI franchise strengthening, and shifting asset mix toward high-yield secured segments like Gold and LAP.
Spandana returns to profitability after six quarters of losses, driven by a 12% sequential growth in AUM and improved collection efficiency of 99.7%.
Kriti Industries Q4-FY26 revenue reached INR 1,418 Mn with EBITDA margins expanding to 12.91%. The company is focusing on high-margin segments and cost control within its single-location integrated manufacturing facility.
Route Mobile Q3 FY26 earnings show revenue moderation but strong gross margin expansion to 24.5%. Adjusted PAT grew 20% Y-o-Y to ₹1,026 mn.
Emcure surpassed $1B revenue in FY26, driven by strong international growth and high-end niche launches despite a temporary restructuring-led slowdown in their Zuventus portfolio.
Raymond reports modest 2% Q4 revenue growth, heavily reliant on Aerospace and Defense which grew 11%, while overall EBITDA margins contracted from 16.4% to 13.9% due to rising input costs and logistic disruptions.
Raymond Realty reported strong FY26 performance following its demerger, driven by robust demand in Thane and MMR. The company is pivoting towards an asset-light JDA model.
Aeroflex reported its highest-ever quarterly and yearly performance in FY26, driven by entry into high-growth liquid cooling skid assemblies for data centers.