Macfos Earnings Call: Key Takeaways
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).
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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).
Swati Projects Limited has appointed Mr. Ravi Todi as its Chief Executive Officer, effective May 2, 2026. Mr. Todi is a member of the ICSI with over 8 years of experience in secretarial and corporate affairs.
Central Depository Services (India) Limited (CDSL) has recommended a final dividend of ₹12.75 per equity share for the financial year. The record date and the date for the Annual General Meeting will be announced separately in due course.
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.
Gujarat Containers Ltd has fixed August 7, 2025, as the record date for determining shareholder entitlement for the dividend for FY 2025-26. The dividend is subject to approval by members at the upcoming Annual General Meeting.
Shriram Finance Limited confirmed the timely payment of monthly interest for four NCD series (NCD8-T2, NCD8-T3, NCD9-T1, and NCD9-T2) totalling ₹0.65 Crore. Due to bank holidays on May 01, 2026, payments due on that date were executed on May 02, 2026.
Epigral Ltd reported record Q4FY26 revenue of ₹736 Crore, up 17% year-on-year, driven by volume growth and improved realizations. The Board proposed a final dividend of ₹5 per share. While PAT stood at ₹82 Crore, EBITDA margins improved to 23%. The company continues its strategic capex expansions in CPVC and Epichlorohydrin capacities.
Jagran Prakashan Ltd will convene an Extra-Ordinary General Meeting on May 29, 2026. The meeting will consider resolutions for the removal of seven Independent Directors and one Whole-time Director, following a requisition from Jagran Media Network Investment Private Limited and subsequent NCLT proceedings.
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.
APL Apollo Tubes Limited reported a robust FY26 with annual revenue of ₹23,079.00 Crore, marking a 12% YoY increase. Net Profit for the year surged 59% to ₹1,203.1 Crore. The company achieved its highest-ever quarterly sales volume and profitability in Q4FY26, driven by a strong 55% value-added product mix.
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.
Atlanta Electricals Limited secured a ₹190.00 Crore order from Rajasthan Rajya Vidyut Prasaran Nigam Limited (RVPN). The contract involves supplying 53 units of 50 MVA 132/33 KV Power Transformers and 53 Nitrogen Injection Fire Prevention and Extinguishing Systems. This significant win strengthens the company's order book in the power infrastructure segment.
Nitta Gelatin India Ltd reported revenue from operations of ₹161.7 Cr (+25.3% YoY) and net profit of ₹34.1 Cr (+73.1% YoY) for Q4 FY26.
Nitta Gelatin India Ltd approved its FY2026 audited results, reporting consolidated total income of ₹600.96 Crore and net profit of ₹97.20 Crore. The Board recommended a dividend of ₹7 per equity share and ₹0.7650 per preference share. The results show steady performance with a focus on its gelatin and ossein segments.
Shetron Limited approved the re-appointment of Mr. Kartik Manohar Nayak as Joint Managing Director for a three-year term starting May 15, 2026. Additionally, the company re-appointed Ishwar & Gopal and T.R. Chadha & Co. as Internal Auditors, and Mr. Vishwanath Bhat as Cost Auditor for FY 2026-27.
Balrampur Chini Mills concluded its 2025-26 sugar season, crushing 104.30 Lac MT of sugarcane across ten units. Net sugar production stood at 9.68 Lac MT with a net recovery of 9.28%. The company reported a 1.96% impact on recovery due to ethanol and B-heavy molasses diversions.
Eight members of the promoter group of Nilachal Refractories Limited, including Abubhuti Prakash and Minicraft Enterprise Pvt Ltd, sold their entire holdings via off-market transactions on April 22, 2026. This mass exit by promoter entities resulted in the disposal of approximately 33.87% of the company's total equity share capital.
Andhra Paper Limited has declared a lockout at its Kadiyam Unit effective May 1, 2026, following an illegal strike by contract workmen. The disruption is expected to cause a production loss of approximately 70 MT per day. The lockout will continue until further notice to safeguard employees and plant assets.
Epigral Ltd reported revenue from operations of ₹736.2 Cr (+17.3% YoY) and net profit of ₹81 Cr (-6.8% YoY) for Q4 FY26.
Epigral Limited reported its FY2025-26 audited financial results. The company recommended a final dividend of Rs. 5.00 (50%) per equity share of face value Rs. 10. The standalone annual revenue stood at ₹2,527.18 Crore with a profit after tax of ₹333.01 Crore.
Jyothy Labs Limited reported a fire incident at its C&FA-operated warehouse in Patiala, Punjab. The fire was controlled on April 29, 2026, with an estimated inventory loss of ₹7.33 Crore. The company has initiated an insurance claim process to recover the losses, which are subject to assessment by the insurer.
Neochem Bio Solutions Limited announced the outcomes of its board meeting held on May 2, 2026. The board approved the appointments of M/s. Mrunal M. Shah & Co. as Internal Auditor and M/s. M.K Chokshi & Associates as Secretarial Auditor for the 2025-2026 financial year, ensuring compliance with SEBI regulatory requirements.
APL Apollo Tubes Ltd reported revenue from operations of ₹6,269 Cr (+13.8% YoY) and net profit of ₹354.4 Cr (+20.9% YoY) for Q4 FY26.
APL Apollo Tubes reported consolidated annual revenue of ₹23,079 Crore and a net profit of ₹1,203.08 Crore for FY26. The Board recommended a final dividend of ₹8.50 per share (425%) and approved the voluntary liquidation of its subsidiary, APL Apollo Mart Limited, to simplify the group structure.
Himalaya Food International Ltd appointed M/s. Kumar Rupak & Associates, Chartered Accountants, as Statutory Auditors on May 2, 2026. The appointment fills a casual vacancy following the resignation of Garg Bros & Associates. The new auditors will hold office until the next Annual General Meeting, subject to shareholder approval.
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.
Rama Telecom Limited announced the resignation of Ms. Nidhi Sharma as Company Secretary and Compliance Officer, effective May 1, 2026. She resigned due to personal reasons. The company has accepted her resignation, and she will be relieved from her duties from the closure of business hours on the stated date.
Nilachal Refractories Ltd has received revised disclosures regarding the off-market sale of shares by various entities within its promoter group. The transactions, executed between April 22 and April 29, 2026, involve major holdings by Bhagwati Prasad Jalan and Sons HUF and others. Aggregate promoter control remains central to investor tracking.
Himalaya Food International Ltd conducted its 1st Extra-Ordinary General Meeting for FY 2026-27 on May 02, 2026. Shareholders considered resolutions to increase authorized share capital, appoint statutory auditors, and enable fund raising and loan conversion. Voting results will be disclosed separately following the scrutinizer's report.
Aadhar Housing Finance Ltd confirmed the timely payment of ₹0.07 Crore interest for its Non-Convertible Debentures (ISIN: INE538L07528). The payment, originally due on May 1, 2026, was made on May 2, 2026, due to a bank holiday.