Alpex Solar Earnings Call: Key Takeaways
Alpex Solar delivered record FY26 results with Revenue at ₹2,223 Cr (up 2.85x YoY) and PAT at ₹201 Cr (up 2.41x YoY), driven by massive capacity expansion in solar modules.
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Alpex Solar delivered record FY26 results with Revenue at ₹2,223 Cr (up 2.85x YoY) and PAT at ₹201 Cr (up 2.41x YoY), driven by massive capacity expansion in solar modules.
Aelea Commodities delivered robust FY26 results with consolidated revenue growing 109% to ₹381.5cr. Strategy focuses on deepening the cashew value chain, renewable energy, and expanding into multi-commodity processing by 2037.
Cosmo First reports strong Q4 FY26 with consolidated sales of ₹1,021cr (up 37% YoY) and EBITDA growth of 53% to ₹130cr, driven by volume growth and speciality films.
SKM Egg Products FY26 call highlighting record revenue and first-ever PAT exceeding ₹100cr. Company transitioning to 100% self-owned poultry production via ₹400cr capex to improve margins.
Anup Engineering achieved record FY26 revenue of ₹822 Cr and EBITDA of ₹174 Cr, maintaining a leading 21% margin while diversifying into nuclear and clean energy sectors.
Vibhor Steel Tubes reported Q4 FY26 revenue growth of 16% and EBITDA growth of 26%. Management is pivoting from lower-margin pipes to high-margin segments like towers, poles, and crash barriers.
Sudeep Pharma reported 27.9% YoY revenue growth in FY26 to ₹642.3cr, driven by specialty ingredients and international expansion. Management is pivoting towards high-value mineral molecules and a major entry into battery materials.
Anlon is pivotally transitioning from a service provider to a high-margin indigenous manufacturer, reporting triple-digit revenue and profit growth in H2 FY26 driven by government infrastructure mandates.
Marushika Technology Limited concluded FY26 reporting 36.6% revenue growth and 42.5% PAT growth post-IPO. Strategy focuses on high-margin services, data centers, and defense auto tech.
Indegene reported FY26 revenue of INR 35,105M with 19.4% adjusted EBITDA margin, positioning itself as an AI-embedded specialist displacing traditional agencies and CROs in life sciences.
IndiaMart delivered a steady Q1 FY26 with 12% revenue growth, but management is pivoting toward aggressive buyer-side ad spending to arrest churn in the silver subscriber segment.
Windlas Biotech reported record FY26 revenue of ₹904cr (up 19% YoY) and highest post-listing EPS of ₹31.60. Management emphasized scalability, capital efficiency (ROCE/ROE >25%), and diversification into injectables and exports.
Radiowalla Network Limited (FY26) reported revenue of ₹20.3cr with a marginal net profit of ₹10.7 lakhs, hit by ESOP costs, depreciation, and geopolitical ad-spend slowdown.
Prospect Consumer (formerly Prospect Commodities) H2 FY26 presentation highlights strategic shift from B2B cashew processing to high-margin B2C snacking (DriFrutz) and massive capacity expansion.
TCI delivered modest 12% growth but faced margin compression due to elevated fuel costs and geopolitical tensions. Management is pivoting towards high-margin LTL and multimodal logistics to offset volatile freight segment performance.
Wakefit reported highest-ever annual revenue of INR 14,889M for FY26 with 17% growth. Strategy focuses on omnichannel expansion and diversifying into home decor/adjacent categories.
Best Agrolife reported weak Q4 FY26 results with Revenue down 43% YoY and a PAT loss of ₹37cr, though full-year FY26 remained marginally profitable.
VST Tillers Tractors Ltd (VTTL) reported FY26 revenue of ₹1240 Cr (25% YoY) with Op. EBITDA of ₹165.9 Cr (13.4% margin). Focus remains on compact tractors and international expansion.
Investor presentation for Q4 FY 2025-26 highlighting expansion into solar structures and significant capacity additions in PEB manufacturing.
Swaraj Suiting Limited reports robust FY26 performance with 38.5% revenue growth and 58% PAT growth, driven by expansion into cotton spinning and high-performance technical textiles.
TTK Prestige reported strong Q4FY26 results with 12.5% revenue growth and 43.8% EBITDA growth. Management is executing a three-year transformation strategy focusing on innovation and omnichannel distribution.
JSW Cement delivered strong FY26 performance with 12% revenue growth and 43.6% EBITDA expansion, driven by volume growth and operating leverage. The company successfully listed in Aug 2025 and entered the North India market.
IndoStar reports strong FY26 performance with AUM at ₹8,056 cr and PAT reaching ₹130.2 cr. The firm is transitioning to a retail-centric model focusing on Vehicle Finance and Micro LAP.
SA Tech reported FY26 revenue of ₹112cr and EBITDA of ₹6.99cr. Strategy focuses on Global Capability Centers (GCC) and AI-led delivery following the Mindpool merger.
LIC reported its highest ever PAT of ₹57,419 crore for FY26, a 19.25% YoY increase. The company achieved a VNB growth of 41.63% and expanded VNB margins to 21.2%.
Australian Premium Solar delivered massive 60% revenue growth driven by solar pump and EPC segments, though margins slightly dipped due to volatile raw material costs and strategic shifts toward higher-value modules.
Fermenta Biotech delivered core revenue growth of 27% YoY in FY26, driven by Vitamin D3 segments, despite headline declines from a high real-estate base in FY25.
Active Clothing reported FY26 revenue of ₹318.31 Cr and PAT of ₹10.05 Cr (up 18.9% YoY), driven by integrated design-to-retail manufacturing and expansion into multi-brand retail.
Stanley Lifestyles reported FY26 revenue of ₹4,193 Mn, down 1.6% YoY, and PAT of ₹130 Mn, down 55.5% YoY. Strategy focuses on store expansion and merging group entities into a single listed platform.
Cyient Semiconductor is pivoting from a service-led model to a high-margin product and IP company, securing a ₹300 crore external funding round at a ₹4,650 crore valuation to fuel R&D.