IDFC First Bank Earnings Call: Key Takeaways
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.
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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.
Bluestone Jewellery and Lifestyle Limited has issued a Postal Ballot notice seeking shareholder approval for a ₹6 Crore one-time special bonus and a remuneration increase to ₹4.86 Crore for its Managing Director, Mr. Gaurav Singh Kushwaha. The voting period for these special resolutions concludes on May 30, 2026.
The New India Assurance Company Ltd has scheduled a Board of Directors meeting on May 11, 2026. The board will primarily consider and approve the audited financial results for the quarter and financial year ended March 31, 2026.
Nakoda Group of Industries reported audited standalone total income of ₹43.46 Crore for FY26. The company turned profitable with a PAT of ₹1.50 Crore compared to a loss in the previous year. Additionally, the board reappointed M/s S.S. Gelda & Co as internal auditors and confirmed 'unmodified' audit opinions.
JTL Defence Limited has scheduled a Board Meeting for May 06, 2026, to approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The trading window for designated persons remains closed from April 01, 2026, until 48 hours after the results declaration.
Destiny Logistics & Infra Limited confirmed it does not meet the SEBI criteria to be classified as a 'Large Corporate' as of March 31, 2026. The company’s outstanding long-term borrowings remain below the Rs. 1,000 crore threshold. This annual disclosure ensures compliance with SEBI's debt-raising framework for large entities.
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.
RNIT AI Solutions Limited confirmed it does not meet the SEBI criteria for identification as a Large Corporate for the financial year ended March 31, 2026. The company reported outstanding borrowings of ₹2.95 Crore. This disclosure clarifies the company's regulatory classification regarding debt sourcing and bond market requirements.
Aurum PropTech Limited submitted its Monitoring Agency Report for the quarter ended March 31, 2026, regarding its ₹343.56 Crore Rights Issue. The report by CARE Ratings confirms the utilization of proceeds towards objects like product development and identified investments, noting a minor shortfall of ₹1.60 Crore pending from shareholders.
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.
GOCL Corporation Limited submitted its initial disclosure for FY 2026-27, confirming it is not a 'Large Corporate' under SEBI norms. The company reported zero outstanding borrowings as of March 31, 2026, and maintains a credit rating of IVR A / RWDI for its working capital limits.
Poly Medicure Limited, through its subsidiary Polymed Brazil LTDA, acquired 100% equity in Brazil-based MEDYNEO for R$180,000 (approx. ₹0.34 Crore). The acquisition provides necessary licenses for medical device importation and commercialization in Brazil.
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.
Ambit Finvest Pvt Ltd reported revenue from operations of ₹195.8 Cr (+4.9% YoY) and net profit of ₹37.9 Cr (+208.1% YoY) for Q4 FY26.
Add-Shop E-Retail Limited confirmed it does not qualify as a 'Large Corporate' under SEBI's debt issuance framework for FY 2026-27. The company reported outstanding borrowings of ₹1.17 Crore as of March 31, 2026. This mandatory disclosure provides transparency regarding the company's borrowing status and regulatory compliance.
TVS Supply Chain Solutions' subsidiary filed an appeal against a ₹6.71 Crore income tax demand before the Commissioner of Income Tax (Appeals). The dispute relates to expenses recorded under Section 143(3). The company is seeking a stay on the demand and does not foresee significant financial implications at this stage.
Vellora Impact Limited (formerly Pratiksha Chemicals) has scheduled an Extraordinary General Meeting for May 22, 2026. Key agenda items include amending the company's Object Clause for diversification, regularizing Ms. Aastha Jain's appointment as an Independent Director, and appointing Mrs. Shubhangi Rajkumar Agarwal as Secretarial Auditor.
City Union Bank announced that Dr. N. Kamakodi demitted office as Managing Director & CEO on April 30, 2026. His departure follows the completion of his 15-year tenure as per RBI regulatory norms for commercial banks.
Earthstahl & Alloys Limited has appointed Mr. Ankit Kumar Dewangan as Company Secretary and Compliance Officer, effective May 1, 2026. Mr. Dewangan is an associate member of ICSI with approximately 10 months of post-membership experience. The appointment follows the recommendation of the Nomination & Remuneration Committee.
Thirumalai Chemicals Limited has executed a loan agreement to avail an unsecured inter-corporate loan of ₹65 Crore from Ultramarine & Pigments Limited. The loan carries a 10% annual compounding interest rate with a tenure of 3 years.
SBFC Finance Limited received credit ratings from ICRA Limited for instruments totaling ₹600 Crore. Commercial Paper was assigned '[ICRA]A1+' and Non-Convertible Debentures were assigned '[ICRA]AA-; Stable'. These ratings reflect the company's creditworthiness and stable outlook for its debt obligations.
Websol Energy System Ltd reported no deviation in the utilization of ₹48.10 Crore raised through a preferential issue. Funds were deployed towards debt repayment (₹6.00 Cr), renewable energy expansion (₹10.03 Cr), and general corporate purposes (₹0.09 Cr).
HFCL Limited's Board has recommended a final dividend of ₹0.20 per equity share (20% of face value) for FY 2025-26. The dividend is subject to shareholder approval at the upcoming Annual General Meeting. Record date and AGM details will be announced later, with payment expected within 30 days of declaration.
Indoco Remedies is selling its Ophthalmic Division in India and several African territories to Sunways (India) Private Limited for ₹110 Crore. The transaction, executed via a slump sale, is expected to conclude within three months. This strategic divestment allows the company to focus on its core therapeutic areas.
NHPC Limited announced the retirement of two Senior Management Personnel, Mr. Lalitendu Kumar Tripathi and Mr. Ram Swaroop. Both officials ceased their roles on April 30, 2026, upon attaining the age of superannuation.
Bizotic Commercial Limited (BSE: 543926) confirmed it is not classified as a 'Large Corporate' as of March 31, 2026. The company reported zero outstanding borrowings, exempting it from specific SEBI debt-raising requirements for large entities.
Dishman Carbogen Amcis Ltd paid ₹3.09 Crore towards interest and partial redemption of NCDs (ISIN: INE385W07034) on April 28, 2026. The payment followed a put option exercise by debenture holders for 300 units.
NHPC Limited announced that Senior Management Personnel Lalitendu Kumar Tripathi and Ram Swaroop ceased their roles on April 30, 2026. Both executives retired upon attaining the age of superannuation.
Niva Bupa Health Insurance Company Limited will hold a Board meeting on May 08, 2026, to approve audited financial results for the quarter and year ended March 31, 2026. The company's trading window remains closed until May 10, 2026.
Cochin Shipyard Limited announced the retirement of Mrs. Mary Ranjit Abraham, Deputy General Manager (Internal Audit) and Head of Internal Audit, effective April 30, 2026. The departure is categorized as superannuation from her role as Senior Management Personnel.