RateGain Travel Technologies Earnings Call: Key Takeaways
RateGain reported strong FY26 performance with 69.4% YoY revenue growth, driven by the Sojern integration and AI-led product expansion across travel sectors.
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RateGain reported strong FY26 performance with 69.4% YoY revenue growth, driven by the Sojern integration and AI-led product expansion across travel sectors.
WeWork India delivered record FY26 results, transitioning to a full-stack platform with all-time high occupancy and net debt negative status.
Strides Pharma reported its highest ever EBITDA and operational PAT for FY26, driven by significant geographical diversification and a structural shift toward non-U.S. markets.
Welspun Enterprises delivered Q4 FY26 revenue of ₹1,199cr (up 14% YoY) and EBITDA of ₹272cr. Strategy focuses on high-margin water and complex transport projects with an order book of ~₹20,000cr.
Z-Tech (India) delivered robust FY26 growth, transitioning from EPC to high-margin consumer infrastructure. Revenue reached ₹155.79cr, driven by Creative Park segments.
JSW Cement delivered strong FY26 performance with 43.6% EBITDA growth and successful entry into North India via the Nagaur unit. Listing completed in August 2025.
Remus Pharmaceuticals reported FY26 consolidated revenue of ₹8,536 Mn, representing 37.6% growth. The company maintains an asset-light model focusing on complex specialty formulations in semi-regulated markets.
WSFx Global Pay reported FY26 revenue of ₹111.97 Cr (+26% YoY) and PAT of ₹6.14 Cr (+77% YoY). Strategy focuses on a scalable digital-first model and capitalizing on FEMA 2026 regulatory tailwinds.
Navin Fluorine reported strong FY26 performance with 41% revenue growth and 130% PAT growth, driven by expansion in CDMO and Specialty Chemicals segments.
Jupiter reports strong FY26 performance with 15.2% revenue growth to ₹1,499.8cr. Focus remains on greenfield expansion in Western India with asset-heavy ownership model.
SJVN Q4 FY26 results show 109% YoY revenue growth driven by tariff truing up. Installed capacity reached 4,196 MW with major thermal and solar additions.
Sanathan Textiles Q4 FY26 earnings transcript highlights successful Punjab Phase 1 ramp-up, driving 59.7% YoY consolidated revenue growth to ₹1,169.2 cr.
Shemaroo reported Q4 FY26 revenue of ₹140cr and FY26 revenue of ₹583cr. The firm completed a strategic inventory charge-off cycle, resulting in an FY26 net loss of ₹219cr.
DIL reported 18.5% YoY revenue growth in Q4 FY26, driven by a 4.9% SSSG in KFC and strong international performance. The company is pursuing a strategic merger with Sapphire Foods.
Solara delivered its highest Q4 revenue in 8 quarters at INR 392cr, driven by a strong base business with 54% gross margins, despite persistent headwinds and negative EBITDA in the Ibuprofen segment.
Akums reported FY26 revenue of ₹4,359 Cr (up 5.8%) and adjusted EBITDA of ₹522 Cr (up 13.3%). Strategy focuses on international CDMO expansion and margin improvement in API/Generic segments.
Saregama Q4FY26 revenue grew 19% YoY to ₹287cr; EBITDA up 31% to ₹133cr. Strategy pivots toward music licensing and artist management while winding down in-house film production.
Suntech Infra Solutions delivered a strong H2 FY26 with a 16% YoY increase in total income, driven by its core piling and foundation verticals and a robust ₹214.44 Cr order book.
Navin Fluorine reported strong FY26 performance with 41% revenue growth and significant margin expansion across HPP, Specialty, and CDMO verticals.
Modis Navnirman Q4 FY26 earnings transcript highlights record revenue and profitability driven by project completions and redevelopment momentum in Mumbai.
Navin Fluorine delivered strong FY26 performance with 41% revenue growth and 130% PAT growth, driven by expansion in HPP, Specialty Chemicals, and CDMO segments.
Control Print reported its highest-ever Q4 revenue of ₹1,341.6 mn (Standalone). Strategy focuses on shifting from hardware sales to a recurring annuity model via consumables and expanding into Track & Trace and V-Shapes packaging.
Navin Fluorine reported strong FY26 growth with revenues up 41% to ₹3,313.9 cr and PAT up 130% to ₹664 cr, driven by scaling CDMO and Specialty segments.
Effwa Infra reported strong FY26 performance with 36.8% revenue growth, driven by ZLD-based industrial water recycling and 92.4% revenue share from ZLD projects.
IGPL reported FY26 revenue of ₹1,954cr and PAT of ₹23cr. The company is diversifying into non-phthalic and downstream derivatives like plasticizers to reduce single-product dependence.
Ester Industries reported Q4 FY26 consolidated revenue of ₹345.1cr (up 7.2% YoY) and EBITDA of ₹43.3cr. Performance was driven by recovery in Polyester films and scaling rPET volumes.
Amagi delivered 29.5% FY26 revenue growth and turned PAT-positive. Strategy focuses on AI-led transformation via 'Amagi Intelligence' and 'NewsPulse' to drive operational efficiency.
SKF India reported FY26 revenue of 20.3 BINR, up 12.8% YoY, though Q4 PBT margins declined to 9.0% due to one-off costs and higher expenses.
AWL transitioning to an integrated Food & FMCG platform. FY26 Revenue at ₹74,730 Cr with 10Y CAGR of 15% and PAT at ₹1,045 Cr (34% CAGR).
Finkurve (Arvog) transitioned to a retail-first gold loan model, with AUM surpassing ₹1,000 Cr in Q4FY26. Strategy focuses on tech-led Tier 2/3 expansion.