Siemens Earnings Call: Key Takeaways
Siemens Ltd reported Q6 FY2026 revenue of INR 46.2bn (+14.6% YoY) and EBITDA of INR 4.5bn (-11.5% YoY) with record order backlog of INR 450.3bn.
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Siemens Ltd reported Q6 FY2026 revenue of INR 46.2bn (+14.6% YoY) and EBITDA of INR 4.5bn (-11.5% YoY) with record order backlog of INR 450.3bn.
Tembo Global delivered transformational FY26 results with revenue rising 46.7% to ₹1,090cr. Growth was driven by Engineering Solutions and entry into Defense and Solar segments.
MM Forgings delivered record annual revenue of ₹1,570.05 Cr in FY26, driven by 9.5% domestic growth. The company is transitioning to 100% green energy to optimize costs and enhance margins from FY27.
Delton Cables delivered robust FY26 performance with 39% revenue growth and 37% EBITDA growth, shifting focus toward high-margin EPC and private sector contracts.
E To E reported FY26 revenue of ₹380cr, up 51% YoY. Management is transitioning from a system integrator to a safety-led OEM via NOVA platform, targeting ₹1,000cr revenue by Vision 2029.
Regaal Resources delivered 23.9% revenue growth in FY26, driven by capacity expansion and a shift toward higher value-added maize products.
Gabriel India reports strong FY26 performance with 16.2% revenue growth and significant business restructuring, including a demerger of AIPL components and a new JV for Sunroof systems.
Singer India reported strong FY26 performance with Revenue at ₹557.3 Cr (+29.1% YoY) and PAT at ₹12.8 Cr (+72.7% YoY), driven by dominant growth in the sewing machine segment.
Jash Engineering FY26 was disappointing due to US tariffs and Middle East conflicts. Growth stalled at 1%, though domestic business provided a resilient hedge with 18% growth, preserving net profit margins near historical levels.
GMR Airports Limited (GAL) reported Q4FY26 gross income of INR 40.4bn (+36% YoY) and EBITDA of INR 15.5bn (+38% YoY). FY26 marked the first positive PAT in over a decade.
ACJKEL delivered strong FY26 performance with 14% revenue growth and 70% PAT growth, driven by its flagship Aeroplane brand and expansion into the FMCG segment.
Ramky Infrastructure's FY26 presentation highlights a strong focus on industrial parks and water transmission projects. The company transitioned to a nil term debt status at the standalone level with a 20% Return on Equity.
Axiscades reported FY26 revenue of ₹1,159 Cr (up 12.4% YoY) and EBITDA of ₹178 Cr (up 24.6% YoY) while executing a strategic divestment of non-core verticals to focus on high-margin Aerospace and Defense.
Varroc Engineering reported solid Q4 FY26 results with a 12.8% YoY revenue increase, driven by strong growth in the India business and a recovery in overseas operations despite geopolitical headwinds.
Orient Technologies Q4 FY26 presentation shows annual revenue of ₹8,706.66 Mn and PAT of ₹27.88 Mn. The firm focuses on IT infrastructure, managed services, and digital transformation.
B. D. Industries (Pune) Ltd reported FY26 consolidated revenue of ₹101.34 Cr (+20.5% YoY) and PAT of ₹9.56 Cr (+16.3% YoY). The company focus remains on rotational molding for automotive and renewable energy sectors.
Bajel Projects delivered record FY26 results with 7% revenue growth and 74% PAT growth. Strategy pivot toward high-value execution and 'Quality of Earnings' drove significant margin expansion.
Carraro India delivered a strong FY26 with 25% revenue growth and 48% PAT expansion, outperforming the construction sector's slowdown through robust exports and a structural domestic shift toward 4WD tractors.
Slide deck detailing disbursed interest rates for Q4 FY26 across various loan segments including business and working capital loans.
Sky Gold delivers stellar Q4 & FY26 results with 77% YoY revenue growth. Strategy 'Sky Gold 3.0' shifts to asset-light expansion, 'Advance Gold' model, and improved governance.
Macpower CNC delivered record Q4FY26 revenue of ₹100.3cr, up 25.3% YoY. The company is pivoting from basic machines to high-end 5-axis models and targeting defense sectors.
FY2026 presentation shows annual revenue growth of 8.6% to ₹5,288cr, but PAT declined 33.5% to ₹194cr due to margin pressure and cost inflation.
Shalby Limited reports Q4 FY26 consolidated revenue growth of 9.4% YoY. The company is scaling its MedTech implant business and expanding hospital capacity through an asset-light O&M model.
Shalby Limited delivered Q4 FY26 consolidated revenue growth of 9.4% YoY. Strategy focuses on diversifying specialties beyond arthroplasty and expanding the MedTech implant business.
Emmforce delivered steady 27% revenue growth in FY26 while investing heavily in capacity and manpower, temporarily compressing net profit margins before a projected 70%+ growth phase.
Jubilant Pharmova Q4FY26 revenue grew 19% YoY to ₹2,290 Cr. FY26 revenue reached ₹8,280 Cr (up 14%) driven by CDMO Sterile Injectables and Radiopharma growth.
NLC India delivered a strong FY26 with record coal production and revenue, shifting focus from pure lignite to a diversified coal and renewable energy major.
Macpower CNC delivered record performance in FY26 with 27% revenue growth. The company is pivoting from basic machines to high-end 5-axis models and entering defense/aerospace sectors with significant capex for a new greenfield plant.
Indegene positions as an AI-embedded operating partner for life sciences. Reported FY26 revenue of INR 35.1Bn with 19.4% EBITDA margins and 29.4% CAGR.
DCX Systems reported standalone Q4 FY26 revenue of ₹205.91 Cr, a 58.44% YoY decline, while transitioning towards a 'Product Company' model via JVs and backward integration.