Fabtech Technologies Earnings Call: Key Takeaways
Fabtech Technologies reported strong FY26 performance with 28.4% revenue growth and an order book of ₹900+ crore, driven by global expansion in turnkey life sciences solutions.
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Fabtech Technologies reported strong FY26 performance with 28.4% revenue growth and an order book of ₹900+ crore, driven by global expansion in turnkey life sciences solutions.
Nippon Life India AM achieved record quarterly Operating Profit of INR 4.58bn and PAT of INR 4.04bn. AUM reached INR 8.16tn, driven by dominant ETF market share (20.3%) and surging gold/silver ETF volumes.
City Union Bank reported strong Q4 FY26 results with 23% deposit growth and 26% advance growth. NIM improved to 3.87%, while asset quality strengthened with Net NPA dropping to 0.68%.
Aurum PropTech achieved structural profitability in Q4 FY26, surpassing a ₹500 crore ARR while transitioning to an AI-first, debt-free model through strategic non-core asset sales.
Punjab & Sind Bank reported FY26 Net Profit of ₹1,322 Cr (+30.12% YoY) and Operating Profit of ₹2,182 Cr (+5.16% YoY) driven by RAM segment growth.
Rallis India delivered a resilient FY26 performance with record EBITDA of ₹362 Cr, driven by broad-based volume growth and cost optimization across its Crop Care and Seeds businesses.
UltraTech Cement reports 15.0% volume growth for Q3FY26, outpacing the Pan-India average of 7.9%. Market share gains continue as volume reached 38.9 MT, supported by an industry-leading capacity of 186.9 MTPA.
Infosys crossed $20bn revenue in FY26, growing 3.1% in constant currency. Strategy focuses on AI leadership via 'Topaz Fabric' and 'Cobalt' platforms with significant expansion in Financial Services.
Infosys reported FY26 revenue of $20bn with 3.1% CC growth and 21% operating margins. Management emphasized AI transformation via Topaz and Cobalt platforms.
Coal India Limited reported FY26 consolidated Revenue of ₹1,68,400 Cr and PAT of ₹31,071 Cr. Management focused on diversification into solar, REE, and thermal power projects.
360 ONE WAM recorded its highest full-year PAT of ₹1,225 Cr (up 20.7%) in FY26. Strategy focuses on scaling HNI segments, integrating B&K Securities (360 ONE Capital), and leveraging AI for operational efficiency.
PML reported strong FY26 performance with Revenue up 16% to ₹4,423cr and EBITDA up 22% to ₹2,637cr, driven by retail consumption and office portfolio expansion.
AGI Greenpac reported solid Q4 FY26 results with consolidated revenue of ₹742 Cr, driven by the packaging products segment and expanding value-added product mix.
Mahindra Holidays achieved record inventory expansion and strong India profitability but was severely dragged down by its Finnish subsidiary, leading to a full write-off of the Mauritian holding entity.
Tamilnad Mercantile Bank (TMB) significantly outperformed its FY26 guidance across all key metrics, driven by aggressive gold loan growth and core business transformation despite rising industry-wide deposit challenges.
Management reports strong FY26 growth, beating annual disbursement guidance. However, rising prepayments and IT transformation costs remain near-term headwinds.
Piramal Finance achieved a significant milestone, surpassing its 1 lakh crore AUM target and reducing its legacy wholesale book to under 3%.
Jagsonpal Pharmaceuticals reported strong FY26 results with 7% revenue growth and 19% PAT growth. Strategy focuses on an asset-light model, high-margin Rx brands, and shareholder returns via buybacks and dividends.
CIE India reported Q1 CY26 consolidated sales of ₹25.4bn (up 16% YoY) with record absolute EBITDA of ₹4.3bn (16.9% margin). Strategy focuses on India capacity expansion and European market consolidation.
Himadri transitions from traditional chemicals to an integrated battery material platform, reporting record profitability while aggressively scaling anode and cathode capacities to leverage global supply chain shifts.
SBFC Finance delivered a steady FY26 with 29% AUM growth, managing to lower operating costs and cost of funds despite macro headwinds.
Bank of Maharashtra Q4 FY26 earnings transcript. Bank met or exceeded 18-19 guidance parameters, focusing on RAM growth and maintaining a high CASA ratio above 50% while improving asset quality.
Persistent Systems reported FY26 revenue of $1,654.4M (+17.4% YoY) and PAT of ₹18,651.2M (+33.2% YoY), driven by an AI-led, platform-driven engineering strategy.
Swiggy reported strong Q3 FY26 results with Food Delivery GOV up 20.5% and Instamart (Quick Commerce) GOV surging 103% YoY, driven by order value growth and network expansion.
Unicommerce delivered strong FY26 performance with 51.6% YoY revenue growth and achieved the 'Rule of 40'. Management is pivoting to an AI-first strategy across its multi-platform SaaS suite.
Supreme Industries delivered steady double-digit volume growth despite significant PVC resin price volatility and unseasonal rains affecting agri demand.
Sun Pharma scales into global specialty dominance by acquiring Organon for $11.75 billion. The deal pivots the portfolio toward high-margin Women's Health and Biosimilars while adding significant China footprint.
GSM Foils reported strong FY26 performance with 92.9% revenue growth and 95.9% EBITDA growth, driven by expansion and pharmaceutical packaging demand.
Piramal Finance crossed ₹1 lakh Cr AUM, achieving 25% YoY growth and ₹1,506 Cr PAT for FY26. Transitioned to a 97% growth-oriented book with 85% retail share.
Silkflex Polymers reports strong FY26 performance with Revenue at ₹11,020.3 Lacs and PAT at ₹1,215.4 Lacs, transitioning from trading to a manufacturing-led model.