HDFC Asset Management Company Earnings Call: Key Takeaways
HDFC AMC reported Q1 FY27 results with revenue growth of 14% YoY to INR 11 billion and PAT growth of 12% to INR 8.4 billion, driven by 16% growth in equity AUM.
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HDFC AMC reported Q1 FY27 results with revenue growth of 14% YoY to INR 11 billion and PAT growth of 12% to INR 8.4 billion, driven by 16% growth in equity AUM.
RBL Bank reports Q1 FY27 results following a major transaction where Emirates NBD acquired a 60% stake. Performance highlights include stable margins and improved capital position.
Poonawalla Fincorp reported a robust Q1FY27 with PAT reaching ₹308 Cr, up 20.8% QoQ. Strategy focuses on scaling new retail products and leveraging AI for operational efficiency.
RBL Bank Ltd reported revenue from operations of ₹3,840 Cr (+11.6% YoY) and net profit of ₹234.2 Cr (+9.3% YoY) for Q1 FY27.
Roselabs Finance Ltd reported a net loss of ₹0.1 Cr for Q1 FY27.
Wipro reported Q1 FY27 IT services revenue of $2.61 billion, down 1.2% sequentially but within guidance. Operating margins stood at 16% as management pivots to an AI-first strategy.
Poonawalla Fincorp Ltd reported revenue from operations of ₹2,330 Cr (+77.3% YoY) and net profit of ₹307.7 Cr (+391.5% YoY) for Q1 FY27.
Pil Italica Lifestyle Ltd reported revenue from operations of ₹16.7 Cr (-30.4% YoY) and net profit of ₹0.2 Cr (-86.7% YoY) for Q1 FY27.
Duke Offshore Ltd reported a net loss of ₹0.3 Cr for Q1 FY27.
JSW Steel reported Q1 FY27 revenue of ₹47,364 Cr and Net Profit of ₹4,696 Cr. Strategy focuses on high-margin VASP sales (61% of total) and de-leveraging via the JSW JFE joint venture.
Tatva Chintan reported strong Q1FY27 performance with 43% YoY revenue growth to ₹1,671 Mn. Strategy focuses on green chemistry, R&D in continuous flow, and electrolysis for SDAs.
Lakhotia Polyesters (India) Ltd reported revenue from operations of ₹3.2 Cr (+220.0% YoY) and net profit of ₹0.5 Cr (-50.0% YoY) for Q1 FY27.
Radhe Developers (India) Ltd reported a net loss of ₹1.2 Cr for Q1 FY27.
Jayaswal Neco Industries Ltd reported revenue from operations of ₹2,107 Cr (+27.7% YoY) and net profit of ₹193.9 Cr (+108.5% YoY) for Q1 FY27.
JSW Energy reported record Q1 FY26 performance with Revenue up 78%, EBITDA up 93% to ₹3,057 Cr, and PAT up 42% to ₹743 Cr, driven by major capacity additions.
Oberoi Realty Ltd reported revenue from operations of ₹1,301 Cr (+31.7% YoY) and net profit of ₹543.5 Cr (+29.0% YoY) for Q1 FY27.
Q1 FY27 revenue up 13% YoY to INR 7,888 Mn with EBITDA growth of 33%. Strategy focuses on premiumization (P&A segment) and manufacturing scale.
Hexagon Nutrition reported FY26 revenue of ₹3,826 Mn with 13.82% EBITDA margin. The company is transitioning to a listed B2C-focused player following its June 2026 IPO.
Navkar Corporation Ltd reported revenue from operations of ₹190.7 Cr (+37.7% YoY) and net profit of ₹12.3 Cr (+412.5% YoY) for Q1 FY27.
Mantra Capital Ltd reported revenue from operations of ₹5.8 Cr (+141.7% YoY) and a net loss of ₹4 Cr for Q1 FY27.
Neochem Bio Solutions reported FY26 revenue of ₹110.7 Cr (+32% YoY) and PAT of ₹12.0 Cr (+62% YoY), driven by specialty chemical demand and segment diversification into home and personal care.
Havells Q1 FY27 saw 19.7% revenue growth to Rs 6,510 crore, though PAT fell 15.3% to Rs 298 crore due to significantly doubled advertising spend.
Globus Spirits Ltd reported revenue from operations of ₹1,152 Cr (+21.0% YoY) and net profit of ₹26.5 Cr (+49.7% YoY) for Q1 FY27.
Havells India Ltd reported revenue from operations of ₹6,518 Cr (+19.5% YoY) and net profit of ₹289.7 Cr (-16.6% YoY) for Q1 FY27.
Lake Shore Realty Ltd reported net profit of ₹0.2 Cr (+0.0% YoY) for Q1 FY27.
Federal Bank reported record core earnings for Q1 FY27, with Net Profit rising 37% YoY to ₹1,177 Cr. Strategy focuses on high-yield secured assets like Gold and LAP.
Amal Ltd reported revenue from operations of ₹96.5 Cr (+104.0% YoY) and net profit of ₹16.7 Cr (+77.7% YoY) for Q1 FY27.
Nalin Lease Finance Ltd reported revenue from operations of ₹2.1 Cr (+5.0% YoY) and net profit of ₹1.1 Cr (+22.2% YoY) for Q1 FY27.
Federal Bank Ltd reported revenue from operations of ₹7,862 Cr (+9.9% YoY) and net profit of ₹1,256 Cr (+36.8% YoY) for Q1 FY27.
Central Bank of India Q1 FY27 results show a 13.26% YoY increase in Net Profit to ₹1,324 Cr, driven by strong advances growth and improved asset quality.