IKIO Technologies Earnings Call: Key Takeaways
IKIO reports FY26 revenue of ₹5,953 Mn (up 23% YoY) with EBITDA margins expanding to 13.0%. Strategy focuses on diversifying into non-lighting segments and expanding global exports.
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IKIO reports FY26 revenue of ₹5,953 Mn (up 23% YoY) with EBITDA margins expanding to 13.0%. Strategy focuses on diversifying into non-lighting segments and expanding global exports.
Godrej Properties delivered record performance in FY26, achieving its highest-ever bookings (₹34,171 Cr) and collections (₹19,965 Cr). The company is shifting focus toward high ROE (20% by FY28) and market share leadership.
Godrej Properties delivered a record-breaking FY26 with its highest ever booking value of ₹34,171 crore and collections of ₹19,965 crore, driven by 38 new launches and strong business development.
Varun Beverages reported strong Q1 CY2026 performance with 18.1% revenue growth and 20.1% PAT growth, driven by 16.3% volume expansion and international acquisitions.
Unimech Aerospace announced the ₹450cr acquisition of Hobel Bellows, a high-margin metallic bellows manufacturer, to expand into assemblies for aerospace, nuclear, and locomotive sectors.
Monolithisch India reported record FY26 performance with ₹135.29cr revenue and ₹23.02cr PAT, driven by volume growth and improved operational efficiencies in refractory manufacturing.
Mitsu Chem Plast reported Q4 FY26 revenue of ₹8647.46 Lakhs and EBITDA of ₹1422.74 Lakhs. Strategy focuses on healthcare furniture and packaging under 'Furnastra' brand.
Epigral achieved record Q4 revenue driven by 15% volume growth, though full-year profits were dragged by earlier operational headwinds and suppressed pricing.
Epigral delivered record quarterly revenue of ₹736cr, driven by a 15% QoQ volume surge and plant stabilization after major maintenance, despite geopolitical volatility.
SMC Global reported FY26 consolidated revenue of ₹1,876.9 Cr (+5.7% YoY) but PAT declined 29.7% to ₹103.2 Cr. Q4 showed strong recovery with PAT up 424% YoY on normalized market activity.
SMC Global Securities reported Q4-FY26 revenue of INR 516.9 Cr (+22.6% YoY) and PAT of INR 21.5 Cr (+424.4% YoY). Focus remains on technology-led growth and insurance broking diversification.
RNIT AI Solutions reported strong FY26 performance with 60% revenue growth, focused on AI-led e-Governance, facial recognition, and conversational AI (NIA).
Zen Technologies reported FY26 revenue of ₹687.69Cr and PAT of ₹193.45Cr, marking a structural shift toward a diversified five-capability defense product suite despite a muted year-on-year financial performance.
Mitsu Chem Plast reported Q4 FY26 revenue of ₹8,679.47 Lakhs with an EBITDA of ₹1,422.74 Lakhs. The company aims for ₹1,000 Cr annual revenue by FY28.
Godrej Agrovet surpassed ₹10,000 Cr revenue in FY26, achieving record profitability driven by 68% EBIT growth in Oil Palm and sustained Animal Nutrition volumes, despite challenges in Dairy and Crop Care.
Netweb Technologies reported strong FY26 performance, positioning as India's leading HCS provider with ₹21,835.6 Mn revenue and 13.0% Op EBITDA margin, driven by AI and supercomputing demand.
SBI Card reported FY26 PAT of ₹2,167cr (+13% YoY) with total revenue of ₹20,708cr (+11% YoY). Focus remains on calibrated growth and asset quality improvement.
Himadri Speciality Chemical reported record FY26 consolidated PAT of ₹755cr, driven by speciality carbon black expansion and entry into the lithium-ion battery material value chain.
Netweb Technologies delivered record FY26 performance with Revenue at ₹21,836M, up 90% YoY, driven by a 459.6% surge in AI Systems. Strategy focuses on sovereign AI infrastructure under 'Make in India'.
UCO Bank delivered strong Q4 FY26 results with a 22% YoY net profit growth to ₹801 crore and improved asset quality (Net NPA at 0.27%). Strategy focuses on RAM segment growth and digital transformation.
Aimtron Electronics reported H2 FY26 revenue of ₹1,786M with a PAT of ₹257M. The company transitioned from EMS to high-margin ESDM and ODM-led manufacturing, targeting a ₹1,000 crore revenue journey.
Kanpur Plastipack Q4 FY26 consolidated revenue grew 7.26% YoY to ₹185cr with PAT surging 24.70% to ₹14.92cr, driven by an export-led model and product premiumization.
Avenue Supermarts (DMart) delivered FY26 revenue of ₹66,968 cr with 15.9% YoY growth. Strategy remains focused on cluster-based store expansion and low-cost retail excellence.
NSDL delivered solid FY26 growth despite market volatility, focusing on digital transformation and expanding its fintech DP base.
Macfos Limited delivered strong FY26 results with ₹312cr revenue and ₹25.65cr PAT. Strategy focuses on Robu 1.0 (electronics distribution) and Robu 2.0 (proprietary brands like SmartElex and drone segments).
CDSL reports Q4FY26 standalone operating income of ₹212cr and PAT of ₹69cr. The presentation highlights its milestone of 100 million demat accounts and strategic expansion into insurance and commodity repositories.
Epigral Limited delivered record Q4FY26 revenue of ₹736 Cr (up 22% QoQ) with EBITDA margins improving to 23%. Strategy focuses on transitioning towards a 70% high-margin Derivatives & Specialty revenue mix by FY28.
Epigral reported record Q4FY26 revenue of ₹736 Cr (up 22% QoQ) with 23% EBITDA margins. Growth driven by volume recovery and higher contribution (54%) from derivatives and specialty chemicals.
Kotak Mahindra Bank reported FY26 Consolidated PAT of ₹19,103 cr (excluding divestment gains) with 12% AUM growth. Focus remains on scaling 'Four Engines' across banking, capital markets, insurance, and asset management.
Kotak Mahindra Bank reported consolidated Q4FY26 PAT of ₹5,238 cr (up 6% YoY) and full-year FY26 PAT of ₹19,103 cr. Focus remains on 'Transforming for Scale' across banking, capital markets, and insurance.