Capri Global Capital Earnings Call: Key Takeaways
Capri Global delivered strong performance in Q4FY26 with PAT up 59% YoY. The company is scaling its multi-vertical lending strategy via branch expansion and co-lending partnerships.
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Capri Global delivered strong performance in Q4FY26 with PAT up 59% YoY. The company is scaling its multi-vertical lending strategy via branch expansion and co-lending partnerships.
5paisa Capital reported Q4FY26 revenue of ₹855 Mn (up 8% QoQ) and PAT of ₹108 Mn (down 12% QoQ). The firm focuses on AI-led digital wealth management and scaling its product suite.
MDL reports record FY26 consolidated revenue of ₹13,006 Cr and PAT of ₹2,578 Cr. Performance driven by milestone naval deliveries and strategic expansion into international shipyards.
Axis Bank reported stable Q4FY26 performance with PAT at ₹7,071 cr (up 9% QoQ). The bank focused on GPS (Growth, Profitability, Sustainability) strategy amid global volatility.
Mazagon Dock reports robust FY26 performance with Revenue of ₹13,006Cr (Consolidated) and PAT of ₹2,578Cr. Strategic expansion includes acquiring 51% of Colombo Dockyard and Navratna status attainment.
Fabtech reported Q4 FY26 revenue of ₹168.24cr and FY26 income of ₹431.33cr (up 28.4%). Management highlighted a structural transformation and strong order book exceeding ₹900cr.
Godrej Agrovet surpassed ₹10,000 Cr revenue in FY26 with record profitability. Growth driven by Oil Palm and Animal Nutrition segments, offsetting challenges in Dairy and Crop Care.
Usha Martin delivered record EBITDA margins of 21.6% in Q4FY26 despite Middle East geopolitical headwinds, shifting heavily toward high-value specialized ropes.
Adani Enterprises transitioned into an infra-utility powerhouse with 80% EBITDA from core infrastructure, though Q4 FY26 was hit by Australian weather disruptions and MTM markdowns.
Laurus Labs delivered a robust 23% revenue growth in FY26, pivotally shifting its mix toward CDMO which now accounts for 30% of sales while maintaining ARV leadership.
Tata Consumer Products reported robust Q3FY26 performance with 15% revenue growth and 26% EBITDA growth. Strategic focus remains on 'Growth' businesses and GTM transformation.
Update call on PLA project and capital raising initiatives following Board approval on April 23, 2026. Company is diversifying into bioplastics and value-added by-products.
Mphasis reports strong FY26 performance led by high-growth AI-first strategies and BFSI recovery, despite logistical headwinds.
ideaForge reports a turnaround FY26 with Q4 revenue reaching a record INR 1,410.4 Mn and positive annual EBITDA. Management focuses on combat UAV development and international expansion.
EMA Partners India reported FY26 consolidated revenue of ₹87cr, up 18% YoY. Core executive search remains highly profitable, supporting investments in new loss-making verticals like James Douglas and MyRCloud.
ideaForge reports a turnaround FY26 with Q4 revenue of ₹1,410.4 Mn, achieving positive PAT for the quarter and positive EBITDA for the full year, driven by defense execution.
IndiaMART reports 12% revenue growth while aggressively experimenting with paid buyer-side advertising to counter stagnant supplier growth and high monthly churn.
Kajaria reported strong Q4 FY26 volume growth of 11%, benefiting significantly from a temporary shutdown of competitor plants in Morbi.
Go Fashion is undergoing a painful store-format transition as smaller EBOs struggle to display expanded product ranges, leading to negative SSSG.
IDFC FIRST Bank reported Q4 FY26 PAT of ₹319cr (impacted by one-off fraud loss of ₹480cr post-tax). Adjusted PAT was ₹746cr, up 145% YoY, focusing on scaling deposits and stabilizing margins.
Cholamandalam reported strong FY26 performance with PAT growing 23% to ₹5,220 Cr and AUM crossing ₹2.42 lakh Cr. Strategy focuses on a diversified product mix across auto, MSME, and consumer ecosystems.
Aurum PropTech achieved structural profitability in Q4 FY26, crossing INR 500cr ARR. The company is pivoting to an 'AI-first' ecosystem and transitioning to a debt-free status.
Cholamandalam delivered record performance for FY26 with Assets Under Management (AUM) crossing ₹2.42 lakh Cr, driven by strong growth in Vehicle Finance and newer business segments.
Panache Digilife delivered strong FY26 results with Revenue at ₹24,297.68 lakhs and PAT at ₹1,653.93 lakhs, driven by the Dual-Engine Growth Model.
Aster DM delivered 18% YoY revenue growth in Q4FY26 reaching ₹1,182 Cr. Post-merger with QCIL, the combined proforma revenue hit ₹2,361 Cr with a focus on bed capacity expansion and operational efficiencies.
Aster DM Healthcare reported Q4FY26 revenue of ₹1,182 Cr (up 18%) and Operating EBITDA of ₹244 Cr (up 26%). Strategy focuses on merger with QCIL and major bed capacity expansion.
Supreme Petrochem reported Q4 FY26 standalone revenue of ₹1,587 crores (+3% YoY) and PAT of ₹168 crores with 10.59% margins. Management highlighted operational recovery and commissioning of EPS Phase-II expansion.
Newgen Software delivered resilient FY26 results with 6% revenue growth, shifting heavily toward predictable subscription and SaaS models despite geopolitical headwinds in India and EMEA markets.
Embassy REIT delivered strong FY26 results with 13% revenue and 15% NOI growth, meeting guidance. Strategy focuses on expanding the 43.5 msf portfolio and scaling GCC-led leasing.
Motilal Oswal Financial Services reported strong operational growth in asset and wealth management businesses, despite market-to-market hits on their treasury book.