Mahindra Logistics Earnings Call: Key Takeaways
Mahindra Logistics Q4FY26 shows a return to profitability with revenue at ₹1,791 Cr, driven by contract logistics and an Express business turnaround under new leadership.
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Mahindra Logistics Q4FY26 shows a return to profitability with revenue at ₹1,791 Cr, driven by contract logistics and an Express business turnaround under new leadership.
Triveni reported FY26 revenue of ₹6,291 crore (up 10.6%) and net profit of ₹268.7 crore (up 12.8%). The company successfully approved its composite scheme for demerger of the Power Transmission business.
Management is banking on a massive capacity expansion to pivot from standard flanges to high-margin specialized forgings for nuclear, defense, and aerospace sectors.
Rushil Decor Q4 FY26 revenue reached ₹2,309 million with 12.4% EBITDA margin. FY26 performance was impacted by a fire incident and high raw material costs, but operations are stabilizing with new Jumbo Laminate capacity.
CIE India reported Q1 CY2026 consolidated revenue of ₹25,411 Mn (up 16% YoY) and PAT of ₹2,494 Mn (up 21% YoY). Performance was driven by strong Indian business growth and favorable currency impacts in Europe.
Gravita delivered steady Q3FY26 performance with Revenue flat at ₹1,017cr, but PAT grew 32% YoY to ₹97.67cr due to better product mix and operational efficiencies.
Gravita delivered steady Q3FY26 performance with PAT rising 32% YoY. Management focuses on capacity expansion to 7 lakh MTPA by FY28 across lead, aluminum, plastic, and new recycling verticals.
UltraTech's Q4FY26 dossier highlights its position as India's No.1 cement player with 205.5 MTPA capacity. Strategy focuses on balanced organic/inorganic expansion and scaling to 242.5 MTPA by FY28.
HRH Next (H2FY26/FY26) reports 17.84% YoY revenue growth and 54.89% PAT growth, pivoting to AI-driven customer engagement via its new 'AINA' vernacular AI division.
Dev IT reported strong revenue growth of 50.6% YoY in Q3 FY25, driven by cybersecurity and digital transformation. Management is pivoting from traditional services to high-margin AI, Cloud, and SOC services.
Greenlam crossed ₹3,000cr annual revenue in FY26, driven by an 18.6% YoY growth. Management focused on executing recent capacity expansions in plywood and chipboard segments.
Aegis delivered a record year in FY26, crossing the ₹1,000 crore profit milestone for the first time. Management remains ultra-confident, backed by a massive ₹5,000 crore capex pipeline and strategic ammonia expansion.
Q4FY26 revenue fell 9% to ₹132.5cr; PAT dropped 19% to ₹37.7cr. Company focused on portfolio expansion despite temporary hotel closures for renovation.
Exato Technologies reported 35% revenue growth to ₹168 Cr and 67% PAT growth to ₹16.09 Cr for FY26. Management is pivoting from point solutions to AI-led managed services and global expansion.
Glenmark aims to become a US$2bn+ revenue company by FY26, shifting its portfolio mix toward >70% branded products by FY30e through global innovation in Oncology, Respiratory, and Dermatology.
Bodhi Tree is pivoting from a commissioned production house to an IP-led content business, showing strong EBITDA growth despite lumpy revenue recognition.
RMC reports FY26 revenue of ₹401.6Cr (up 27% YoY) driven by Solar EPC (~52% topline). Management highlights a strategic shift from commodity enclosures to high-margin intelligent technology like PulseBox.
Aadhar Housing Finance delivered strong FY26 performance, focusing on low-income retail housing. AUM reached $3,218Mn with a 4.4% RoA and diversified funding across 42 lenders.
Greenleaf reports strong FY26 growth, transitioning from pure EPC to higher-margin recurring revenue models through CETP infrastructure ownership.
Meta Infotech reported highest-ever FY26 revenue of ₹270cr (up 23% YoY) but saw PAT decline to ₹11cr due to strategic investments in leadership, talent, and geographic expansion.
Basilic Fly Studio reported FY26 consolidated revenue of ₹418 cr, up 36.6% YoY, and PAT of ₹50.6 cr, up 13.2%. The firm is transitioning to high-value Tier 1 VFX mandates with proprietary AI workflows.
Endurance Technologies shows robust FY26 growth, diversifying into 4W, EV, and non-auto segments. Consolidated revenue reached ₹14,720cr with PAT at ₹952cr.
Current Infraprojects delivered strong FY26 performance with total income of ₹161.35cr (up 77% YoY) and PAT of ₹14.05cr, driven by accelerated solar EPC execution and improved operating leverage.
Ganesh Benzoplast Q4 FY26 results show strong Consol PAT growth despite a 10x reset in JNPT lease rentals. Focus remains on expanding liquid storage capacity.
FY26 revenue hit ₹160cr (7% growth) but PAT dropped 55% to ₹3.67cr due to Malur plant commissioning delays and human capital challenges. Management pivot focus to Malur plant utilization and exports.
UltraTech Cement reports Q4FY26 results, highlighting its position as India's leading cement producer with a grey cement capacity of 205.5 MTPA. The company is focused on scaling capacity to 242.5 MTPA by FY28.
Paramount Speciality Forgings reported FY26 revenue of ₹11,995.97 Lakhs with a PAT of ₹425.53 Lakhs, focusing on expansion in oil & gas and aerospace sectors.
Aeron Composite Limited (AERON) reported FY26 revenue of ₹222 Cr with an 8.5% EBITDA margin. The company is pivoting towards high-margin GFRP Rebar and Carbon Fiber products to drive growth.
Vivid Electromech crossed the ₹200cr revenue milestone in FY26, achieving record profitability and EBITDA margin expansion of 456 bps. The company listed on NSE Emerge in April 2026.
Anlon Healthcare Limited reported FY26 consolidated total income of ₹172.22 Cr, up 42.98% YoY. Strategy focuses on API expansion and CDMO scaling.