Anthem Biosciences Earnings Call: Key Takeaways
Anthem delivered robust FY26 growth, overcoming destocking challenges in their core CRDMO segment.
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Anthem delivered robust FY26 growth, overcoming destocking challenges in their core CRDMO segment.
PI Industries delivered a resilient FY26 despite a global agrochemical downcycle. Management is pivoting toward life sciences and electronic chemicals to de-risk from their single-molecule dependency and agrochemical volatility.
Rashi Peripherals reported strong Q4 FY26 performance with 51% revenue growth and 65% PAT growth, driven by a structural PC refresh cycle and AI-enabled hardware demand.
HCG delivered strong FY26 results with 15% revenue growth and margin expansion to 18.5%, driven by operational leverage and clinical excellence.
Manba Finance reports robust Q4 & FY26 results with AUM growing 29% YoY to ₹1,713 crore and PAT rising 20% to ₹45 crore for the full year.
Kopran Ltd reported highest-ever quarterly revenue of ₹23,402 lakhs and EBITDA of ₹4,057 lakhs in Q4-FY26, driven by strong growth in APIs and Formulations.
Premier Energies reported record FY26 results with 20.7% revenue growth and 61.1% PAT jump. Management focus is on massive capacity expansion to 16.75 GVA by July 2026 and backward integration.
Batliboi Ltd reported FY26 revenue of ₹440cr, up 7% YoY, despite one-time merger and labor code impacts. Focus on machine tools and environmental engineering diversification.
Matrimony.com Q4FY26 revenue grew 7.9% YoY to ₹116.8cr; PAT grew 18.9% to ₹9.7cr. Strategy focuses on matchmaking premiumization and scaling AI capabilities.
Hindware shows a recovery in EBITDA margins to 9% despite revenue flatlining, driven by exiting loss-making consumer categories and aggressive pricing in bathware to offset raw material inflation.
Matrimony.com Q4FY26 revenue grew 7.9% YoY to ₹116.8cr with PAT at ₹9.7cr (18.9% growth). Focus remains on Matchmaking core and scaling Wedding Services.
Chambal Fertilisers delivered resilient FY26 performance with standalone revenue up 25% to ₹20,794 cr and PAT up 18% to ₹1,950 cr, driven by strong growth in complex fertilizers.
Nava Ltd reported record standalone PAT of ₹911cr (up 116% YoY) driven by upstream dividends. Operations remain strong across energy, metals, and agri verticals.
Somany Ceramics reported Q4 FY26 EBITDA margin of 11.4% and 6% revenue growth. Focus remains on premiumization, dealer expansion, and achieving operational breakeven at the Max plant.
Sammaan Capital Limited, formerly Indiabulls Housing, enters 'IHC Era' with International Holding Company as promoter (28.5% stake). FY26 report shows a Net Worth of ₹18,991 Cr and AUM of ₹53,160 Cr.
EPACK Prefab delivered strong FY26 performance with 35% revenue growth and 56% PAT growth. Management is aggressively expanding capacity in North and West India to support a 30% growth target for the Prefab division in FY27.
IGI reports strong performance for 15M ending March 2026, transitioning to April-March reporting. Consolidated revenue grew 18% YoY to INR 15,976 Mn, driven by diamond and jewelry certification demand.
Pyramid Technoplast reported strong FY26 performance with 15% revenue growth and margin expansion to 8.6% as major expansion phases at Wada and solar projects concluded.
Equitas SFB reported Q4FY26 PAT of ₹213 Cr, a 406% YoY increase, driven by a 57 bps NIM expansion to 7.29% and significant improvement in MFI asset quality.
NCC Limited reported a record consolidated order book of ₹83,004 crores for FY26. Q4 consolidated revenue reached ₹6,251 crores with an EBITDA margin of 8.83% amidst cautious macro sentiment.
Vision Infra delivered record FY26 revenue of ₹622cr (+37% YoY) and PAT of ₹66cr (+94% YoY), driven by infrastructure equipment rental and refurbishment verticals.
OM Infra reported FY26 consolidated revenue of ₹5,001 Mn and PAT of ₹206 Mn. Strategy focuses on water infrastructure, hydro-mechanical projects, and Jal Jeevan Mission (JJM) execution.
Kirloskar Brothers reported Q4 FY26 revenue growth of 10% YoY to ₹14.15 billion. Performance was driven by international growth and a robust domestic order book despite operational disruptions.
CL Educate crossed ₹500cr revenue in FY26, driven by the DEX acquisition integration. Strategy pivots towards higher-margin MarTech and institutional assessments.
Prince Pipes delivered record quarterly volumes but faced margin volatility due to fluctuating PVC raw material prices and aggressive channel incentive strategies.
Stove Kraft Q4 FY26 revenue grew 32.4% YoY to ₹414.5cr. Management focusing on backward integration, retail expansion to 500 stores by 2027, and IKEA partnership.
Sanjivani Paranteral Q4 FY26 earnings transcript. Management transitions to a multi-vertical platform with base formulation business and new IVF and nutraceutical ventures.
IRB Infra Q4FY26 PAT grew 38% YoY to ₹2.96bn. Transitioning to a Sponsor + O&M platform model focused on capital recycling through InvITs.
Bluspring Enterprises delivered a strong FY26 with margin expansion driven by business mix optimization and discipline. The aggressive acquisition strategy (Stiag & LSG) pivots the company toward higher-margin industrial and aviation catering segments.
Muthoot Finance reported record Q4 FY26 results with a consolidated PAT of ₹10,607cr (up 98% YoY) and standalone PAT of ₹10,134cr (up 95% YoY).