Equitas Small Finance Bank Earnings Call: Key Takeaways
Equitas SFB reported record Q4FY26 PAT of ₹213 Cr, a 406% YoY increase. Performance was driven by robust credit growth (22% YoY) and significant NIM expansion to 7.29%.
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Equitas SFB reported record Q4FY26 PAT of ₹213 Cr, a 406% YoY increase. Performance was driven by robust credit growth (22% YoY) and significant NIM expansion to 7.29%.
Piramal Finance delivered strong FY26 results, crossing ₹1 lakh crore AUM. Strategy shifted heavily toward retail (85% of AUM) while successfully running down the legacy wholesale book to under 3%.
IndiaMART reports FY26 consolidated revenue of ₹1,569 Cr (+11% YoY) and EBITDA of ₹530 Cr. Strategy focuses on SME growth, large enterprise penetration, and commerce enablement via SaaS.
IndiaMART reports FY26 consolidated revenue of ₹1,569 Cr (up 11% YoY) and EBITDA of ₹530 Cr. The company is focusing on expanding its B2B ecosystem through Busy Infotech and commerce enablement SaaS.
Eveready reported FY26 revenue of INR 1,455.4 Cr (up 8.2%) with EBITDA at INR 167.5 Cr. Strategy focuses on premiumization and scaling the new Jammu alkaline facility.
Fidel Softech reported breakout Q4FY26 results with 155% YoY revenue growth, driven by IT consulting and language localization services.
Greenply delivered a record-breaking Q4 with its highest-ever quarterly revenue, driven by strong growth in MDF and Plywood segments despite significant management transition and geopolitical supply chain headwinds.
Sona Comstar reported strong FY26 performance with 26% revenue growth and 13% EBITDA growth, though margins contracted by 270bps due to adverse product mix and fixed costs.
Sona Comstar reported strong FY26 performance with 26% revenue growth and 13% EBITDA growth, driven by expansion into non-automotive and electric mobility segments.
Dr. Lal PathLabs reported strong Q4 FY26 revenue growth of 16.6% YoY, driven by volume momentum. The company is focusing on digital transformation and expanding into Tier 3+ markets.
Dr. Lal PathLabs delivered steady growth in Q4 FY26, with revenue rising 16.6% YoY to ₹703 cr. Performance was driven by high sample volumes and expansion into Tier 3+ markets.
Cemindia crossed the ₹10,000 crore revenue milestone in FY26, driven by aggressive execution of metro and marine projects.
Mahindra Logistics returned to PAT profitability in FY26, driven by an Express business turnaround and improved operational rigour across contract logistics.
Laurus Labs delivered record FY26 results with Revenue up 23% and Net Profit surging 148%, driven by a significant 36% jump in CDMO and improved operating leverage.
Go Fashion reported FY26 revenue of ₹838 cr and PAT of ₹59 cr, shifting product mix toward 70% value-added bottoms while expanding larger EBO formats.
Go Fashion (India) Ltd reported Q4 FY26 revenue of Rs. 196 cr and PAT of Rs. 8 cr. The company is pivoting toward larger EBO formats to drive full-price sales.
M&M Finance delivered strong Q4 FY26 results with PAT up 55% YoY and margins expanding 101 bps YoY. Management prioritized asset quality, achieving record-low GS2+GS3 at 8.18%.
PSP Projects reported its highest-ever quarterly revenue in Q4FY26, driven by strong execution. A strategic partnership with Adani Infra (34.41% stake) positions the company for significant order inflows.
PSP Projects reported its highest-ever quarterly revenue in Q4FY26, driven by a record order book and strategic partnership with Adani Infra.
Ador Welding (AWL) reported FY26 annual sales of ₹1135 Cr, marking its 75th year with a focus on high-margin consumables and robotic automation.
Bajaj Finserv reported Q4 FY26 consolidated revenue of ₹38,508 Cr and PAT of ₹2,539 Cr. Strategy focused on digital transformation via FinAI and InsurAI and consolidating insurance ownership.
Bajaj Finserv delivered 15% adjusted revenue growth in FY26. Performance reflects a strong lending quarter offset by temporary mark-to-market investment losses in insurance.
Bhagyanagar India reported a record FY26 with revenue crossing ₹2,000 Cr, driven by a strategic shift to high-margin value-added products (VAP) and scaled operational capacity.
GHCL Textiles delivered strong FY26 performance with 14% revenue growth to ₹1,335 Cr and 26% PAT growth. Strategy focuses on vertical integration into fabric and green energy expansion.
RR Kabel hit record FY26 revenue of ₹9,722 Cr (+27.6% YoY), exceeding the $1 billion milestone with 5.1% PAT margin.
Usha Martin closed FY26 with 6.2% revenue growth and 18.1% Operating EBITDA growth, driven by product mix shifts toward high-performance wire ropes and cost discipline.
Edelweiss reported FY26 consolidated PAT of $58 Mn (Post MI), up 38% YoY. Strategy focuses on scaling asset management and reducing corporate debt by 20% over two years.
Edelweiss reported FY26 consolidated PAT growth of 27% YoY to INR 680 Cr. Strategy focuses on scaling asset management and reducing corporate debt.
PCBL reported FY26 revenue of ₹8,190 Cr and EBITDA of ₹1,081 Cr, driven by record Carbon Black volumes (6,18,956 MT) and expansion into specialty chemicals and battery materials.
Edelweiss reported FY26 Consol PAT of INR 680 Cr, up 27% YoY, driven by scaling Asset Management and reducing insurance losses. Focus shifts to EAAA listing and Nido stake sale to Carlyle.