Cemindia Projects Earnings Call Transcript: Key Takeaways
Cemindia reported a strong Q1FY27 with revenue growing 6% and EBITDA 9%, underpinned by a robust order book and execution momentum.
- Call
- Guides 25% growth
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Cemindia reported a strong Q1FY27 with revenue growing 6% and EBITDA 9%, underpinned by a robust order book and execution momentum.
Aequs Q1 FY27 revenue grew 55% YoY to ₹3,955 Mn, led by strong Aerospace performance. Reported EBITDA margin stood at 5%.
Kross reported record Q1 FY27 results with 32% revenue growth to INR 184.3 Cr. Strategy focuses on backward integration and expansion into higher-margin trailer and tractor segments.
Vivanta Industries Ltd reported revenue from operations of ₹80.2 Cr (+5.7% YoY) and net profit of ₹1 Cr (+100.0% YoY) for Q1 FY27.
Frontline Financial Services Ltd reported revenue from operations of ₹1.1 Cr (+450.0% YoY) and net profit of ₹0 Cr for Q4 FY26.
Aequs Ltd reported revenue from operations of ₹395.5 Cr (+54.7% YoY) and a net loss of ₹53.2 Cr for Q1 FY27.
Nath Bio-Genes (India) Ltd reported revenue from operations of ₹328.4 Cr (+15.8% YoY) and net profit of ₹32.3 Cr (+14.1% YoY) for Q1 FY27.
Hindalco Industries reported a resilient Q4 FY26 despite operational headwinds. Consolidated EBITDA grew 11% YoY, but reported PAT fell 51% due to exceptional insurance-related charges from a facility fire.
TeamLease Services Ltd reported revenue from operations of ₹3,035 Cr (+5.8% YoY) and net profit of ₹34.5 Cr (+38.0% YoY) for Q1 FY27.
PCBL reported Q1FY27 revenue of Rs 2,474 Cr (+17% YoY) and PAT of Rs 155 Cr (+65% YoY). Strategy focuses on specialty chemicals and advanced battery materials expansion.
Continental Securities Ltd reported revenue from operations of ₹1.2 Cr (+33.3% YoY) and net profit of ₹0.7 Cr (+40.0% YoY) for Q1 FY27.
Refex Industries reported strong Q1 FY27 results with 76.4% revenue growth and 122.8% PAT growth, driven by ash management and wind turbine manufacturing.
Rashi Peripherals delivered record Q3 results driven by global IT price hikes and pre-buying behavior. Management relies on higher average selling prices to maintain revenue as volume growth remains flat due to affordability issues.
Bajaj Housing Finance Ltd reported revenue from operations of ₹3,063 Cr (+17.2% YoY) and net profit of ₹715.3 Cr (+22.6% YoY) for Q1 FY27.
Vedanta Oil and Gas Ltd reported revenue from operations of ₹2,507 Cr (+8.5% YoY) and net profit of ₹945 Cr for Q1 FY27.
Century Enka delivered record Q1 results driven by strong demand and one-time inventory gains, but management warns of margin normalization as low-cost stock depletes.
J&K Bank reports Q1 FY2027 performance with total business crossing ₹3 trillion. Strategy focuses on local market dominance in J&K/Ladakh while improving asset quality and digital presence.
C2C reports explosive FY25 growth with revenue up 180% to ₹1,151 Mn. Strategy focuses on C4ISR defense platforms and Industry 4.0 digital transformation with a recent Adani Defense MOU.
Rnit AI Solutions Ltd reported revenue from operations of ₹7.9 Cr (+27.4% YoY) and net profit of ₹1.3 Cr (+62.5% YoY) for Q1 FY27.
Chandra Prabhu International Ltd reported revenue from operations of ₹230.7 Cr (-16.1% YoY) and net profit of ₹2.1 Cr for Q1 FY27.
Syrma SGS Technology Ltd reported revenue from operations of ₹1,589 Cr (+68.3% YoY) and net profit of ₹105.7 Cr (+111.8% YoY) for Q1 FY27.
Kamdhenu Ltd reported revenue from operations of ₹213.4 Cr (+9.0% YoY) and net profit of ₹28.7 Cr (+34.1% YoY) for Q1 FY27.
HeidelbergCement India Ltd reported revenue from operations of ₹628.1 Cr (+5.1% YoY) and net profit of ₹30.6 Cr (-36.5% YoY) for Q1 FY27.
Vintage Coffee And Beverages Ltd reported revenue from operations of ₹161 Cr (+58.5% YoY) and net profit of ₹20.8 Cr (+46.5% YoY) for Q1 FY27.
Indostar Capital Finance Ltd reported revenue from operations of ₹363.9 Cr (+5.9% YoY) and net profit of ₹11.5 Cr (-97.9% YoY) for Q1 FY27.
Equitas reports resilient Q1FY27 growth but faces margin pressure from rising funding costs. Management is pivotally shifting to higher-yield segments and NRI deposits to mitigate NIM compression.
PNGS Reva reported strong Q1FY27 results with 119% YoY revenue growth, driven by expansion into COCO stores and robust demand for natural diamond jewellery.
Eternal Limited (formerly Zomato) reported Q1FY27 earnings with strong volume growth. Management raised long-term quick commerce margin guidance, focusing on store efficiency and infrastructure over subsidies.
Mas Financial Services Ltd reported revenue from operations of ₹562.5 Cr (+20.7% YoY) and net profit of ₹110.2 Cr (+27.3% YoY) for Q1 FY27.
BlackBuck reported robust Q1'FY27 results with Revenue from operations up 42% YoY to ₹204.17 Cr, driven by core payments and telematics alongside aggressive 153% growth in Superloads.