HFCL Earnings Call: Key Takeaways
HFCL delivered strong FY26 results with Revenue at ₹4,949 Cr and EBITDA margin expansion to 16.7%, pivoting toward a high-margin, product-led export model.
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HFCL delivered strong FY26 results with Revenue at ₹4,949 Cr and EBITDA margin expansion to 16.7%, pivoting toward a high-margin, product-led export model.
RPG Life Sciences delivered strong Q4 FY26 performance with 23.6% revenue growth and 58.1% PAT growth (excl. exceptions), driven by Domestic Formulations and margin expansion.
HFCL delivered strong FY26 performance with Revenue at ₹4,949 Cr and EBITDA margin expansion to 16.7%, driven by a strategic pivot toward high-margin products and exports.
Tips Music Limited reported record Q4FY26 revenue of ₹103.9 cr (up 32% YoY) and PAT of ₹59 cr (up 93% YoY), driven by strong 90s repertoire performance on digital platforms.
Adani Ports (APSEZ) unveils 'Ambition 2031' strategy to become the world's largest transport platform, targeting 1 Billion metric tonne capacity by 2030 through integrated 'shore-to-door' logistics.
Adani Ports presentation outlining 'Ambition 2031' strategy to reach 1 billion tonne capacity by 2030, leveraging an integrated 'shore-to-door' logistics platform.
Ksolves delivered record Q4FY26 revenue of ₹43.03cr, crossing the ₹150cr annual milestone. Strategy focuses on an 'AI-first' operating model with 600+ AI-certified engineers.
Ksolves achieved record FY26 revenue of ₹162.7cr (18.4% growth) and PAT of ₹34.3cr. Strategy focuses on an 'AI-First' operating model with 600+ AI-certified employees.
Syngene Q4 FY26 revenue grew 2% YoY to Rs 1,037 Cr with 29% EBITDA margin. Full year FY26 revenue reached Rs 3,739 Cr, driven by integrated CRDMO services.
Syngene reported Q4 FY26 revenue of ₹1,037 Cr (up 2% YoY) and FY26 revenue of ₹3,739 Cr (up 3% YoY). Management announced leadership transitions including a new CEO effective July 2026.
Smartworks achieved 24% YoY growth, reaching 16.1 Msf SBA and 10.1 Msf operational scale. Strategy focuses on enterprise-led demand (90% rental revenue) and high rental visibility with 89% mature occupancy.
Newgen reported FY'26 revenue of ₹15,744 Mn (up 6% YoY) with PAT of ₹3,343 Mn (up 6% YoY), driven by strong annuity growth and US geography performance.
Acutaas Chemicals reported strong Q4FY26 results with 40.3% YoY revenue growth and record PAT margins of 31%. Strategy focuses on Battery Chemicals, Semiconductors, and Pharma CDMO.
Smartworks reported strong Q4FY26 performance, achieving ₹17,958 Mn annual revenue with a 17.5% normalized EBITDA margin, transitioning into a self-sustaining cash-compounding phase.
Indegene crossed the ₹1000cr quarterly revenue milestone for the first time in Q4FY26, though PAT was slightly dragged by exceptional legal provisions.
Nippon Life India AM reports Q4 FY26 with record annual PAT of INR 15.29bn (+19% YoY) and Operating Profit of INR 17.48bn (+24% YoY). Focus remains on market share growth and ETF leadership.
Schaeffler India reported strong Q1CY26 results with Revenue at ₹25,070 mn (up 18.8% YoY) and PAT at ₹3,197 mn (up 20.5% YoY).
Geojit Financial Services Q4 FY26 update highlights a shift toward recurring revenue models and wealth management, maintaining a 39-year legacy with ₹97.1k crore in customer assets.
Geojit Financial Services' Q4FY26 presentation highlights a strategic shift toward a wealth-management-led model with high recurring revenue and platform-driven growth in India and GCC markets.
Waaree Energies delivered record FY26 performance with 84% revenue growth, transitioning from a module manufacturer to a fully integrated energy player (Waaree 2.0).
Waaree Energies delivered record FY26 performance with 83.7% revenue growth, transitioning towards a fully integrated energy player (Waaree 2.0).
Mphasis FY26 revenue grew 6.7% YoY to $1.8Bn with a 15.3% operating margin. Strategy focuses on AI-led engineering through the NeoIP suite and TAP acquisition.
STL reported Q3 FY26 revenue of ₹1,257 Cr with a 10.3% EBITDA margin. Growth is driven by AI-led data center demand and optical fiber deployments in North America.
KFintech reported revenue growth of 22.9% y-o-y in Q4FY26, driven by international expansion and the Ascent acquisition. Strategy focuses on multi-asset global fund administration.
Fabtech reported FY26 consolidated total income of ₹221.72 Cr with PAT of ₹15.82 Cr, transitioning into high-growth sectors like data centers and semiconductors.
KFintech reported steady FY26 performance with 19.3% revenue growth, driven by international expansion and the acquisition of Ascent Fund Services.
Cemindia Projects (formerly ITD Cementation) delivered record FY26 performance with 9% revenue growth and 60% PAT growth, driven by strong execution in infrastructure sectors and Adani group synergies.
Systematix Group reported FY26 revenue of ₹146.17 Cr (up 5% YoY) but a sharp 60% decline in PBT to ₹22.71 Cr, impacted by strategic investments in Private Wealth and ESOPs.
Adani Power reports FY26 Profit After Tax of ₹12,971 Cr, up 1.7% YoY. Focus remains on expanding thermal capacity to 41,870 MW by FY32.
Adani Power reports stable FY26 revenues of ₹57,865 Cr with ₹12,971 Cr PAT, supported by 95% PPA tie-ups and expansion to 41.9 GW target capacity.