Silver Touch Technologies Investor Presentation: Key Takeaways
Silver Touch Q1FY27 shows a structural shift from hardware reselling to high-margin proprietary AI software (Ai4Pharma) and government digital transformation.
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Silver Touch Q1FY27 shows a structural shift from hardware reselling to high-margin proprietary AI software (Ai4Pharma) and government digital transformation.
Axis Solutions transitions to an IP-led industrial technology platform. Q1FY27 shows 74% revenue concentration from Top 20 customers and order book of Rs 765 Cr.
Milky Mist reported strong Q1 FY27 performance with 44% YoY revenue growth driven by paneer, cheese, and yogurt. Strategy focuses on value-added FMCG dairy, leveraging owned logistics and expanding pan-India presence.
Adani Power reports strong Q1 FY27 results with 33% YoY revenue growth and 22% EBITDA growth, driven by expanded operating capacity of 18.33 GW and improved plant availability.
Vipul Organics reported strong Q1 FY27 results with revenue up 37.7% and PAT up 99.7% YoY, driven by the operationalization of the new Sayakha greenfield facility.
Tenneco delivered strong Q1 revenue growth through market share gains and tech adoption, though inflation and public listing costs pressured EBITDA margins.
Workmates Core2Cloud reports FY26 revenue of ₹143 Cr with a 83% 4-year CAGR. Strategy shifts from Cloud to AI-first solutions for enterprise clients.
Navin Fluorine reported strong Q1 FY27 results with consolidated revenue reaching Rs. 1,045.08 Cr, driven by robust performance across HPP, Specialty Chemicals, and CDMO verticals.
STL outlines 'Lakshya' strategy targeting ₹20,000 Cr revenue and 27%+ EBITDA margin by FY29. Q1 FY27 is cited as a turning point with highest-ever quarterly EBITDA.
Fischer Medical Ventures is building an AI-enabled healthcare platform integrating medical imaging, screening, and hospital digitization. Strategy focuses on vertically integrated IP across magnets, coils, and AI diagnostics.
Fischer Medical Ventures (FMV) presentation outlines a vertically integrated AI healthcare ecosystem spanning medical imaging, screening, and hospital digitization through subsidiaries like Time Medical and FlynnCare.
Borosil Renewables is expanding solar glass capacity to 1,600 TPD to capture a large domestic supply gap, targeting ₹2,500 Cr turnover post-expansion.
Wheels India reported strong Q1 FY27 growth with revenue at ₹1,491 Cr and PAT at ₹39 Cr, driven by automotive segment expansion and margin improvement to 7.8% EBITDA.
L.T. Elevator is scaling from a regional lift maker to a global mobility platform via strategic acquisitions and manufacturing expansion.
E To E Transportation transition from system integrator to OEM with FY26 revenue of ₹380 Cr and 16.6% ROCE. Strategic focus on KAVACH 4.0 indigenous safety systems.
OM Infra reports Q1FY27 revenue of Rs 124 Cr and PAT of Rs 12 Cr. Strategy focuses on high-value EPC water and hydro infrastructure projects under JJM and AMRUT 2.0 schemes.
Vivid Electromech reports strong FY26 performance with 28.9% revenue growth and 453 bps EBITDA margin expansion, driven by data center and industrial demand.
Redington delivered record Q1 results with 34% revenue growth, though profits outpaced sales via significant operating leverage. Management remains cautious on West Asia geopolitical risks despite strong India momentum.
Purple Finance is a digitally-enabled MSME lender focused on underserved micro-enterprises. As of June 2026, it reported ₹312Cr cumulative disbursements and ₹278Cr AUM with a 1.89% Gross NPA.
Dhoot Transmission reported strong Q1 FY27 results with Revenue increasing 49.7% YoY to ₹14,464 Million. Growth was driven by outperformance in the Wiring Harness segment and higher EV penetration.
Q1 FY27 presentation highlighting consolidated revenue of ₹1,534.32 Lakhs (up 15.84% YoY) and PBT of ₹62.90 Lakhs. The group focuses on an asset-light COCO/Leased and Managed/Franchise model across its VITS and Kamats brands.
HUL reported Q1 FY27 turnover of ₹63,763 cr. with a 23.6% EBITDA margin. Strategy shifts focus to volume-led growth across 'New India' segments.
Kernex reported explosive Q1FY27 growth with Revenue at ₹502.03 Cr, outperforming the entire previous financial year. Strategy focuses on Kavach rollout and diversification into AI-BIM and Yard Management.
STL announces 'Lakshya' growth roadmap targeting ₹20,000 Cr revenue by FY29 with >27% EBITDA margin, driven by AI infrastructure demand and optical densification.
Saksoft reported Q1-FY27 revenue of INR 2,486.19 Mn with an EBITDA margin of 18.26%. Management cited continued demand softness but emphasized long-term resilience through a diversified strategy and AI investments.
Axis Bank reported standalone Q1 FY27 Net Profit of ₹7,113.92 crores, up 22.5% YoY. Total Income reached ₹40,721.05 crores, driven by steady interest income and retail segment performance.
CIE India reported Q1 FY27 consolidated revenue of ₹25,432 million with 11% YoY growth. Strategy remains focused on organic growth in India and restructuring-led margin recovery in Europe.
Indigo Paints reported strong double-digit growth in Q1 FY27, outperforming the paint sector with expanded EBITDA and PAT margins. Management highlighted successful operational leverage and distribution network depth.
BWR reported Q1 FY27 Revenue of INR 1,304 Mn and PAT of INR 122 Mn. Performance was hit by Middle East supply chain disruptions affecting sales volumes.
Syrma delivered an exceptionally strong Q1 with 67% revenue growth, fueled by exports and automotive segments. Management is pivotting toward high-margin ODM and engineering-led manufacturing while strategically stockpiling inventory to mitigate global supply risks.