Amagi Media Labs Earnings Call: Key Takeaways
Amagi delivered its first PAT-positive year in FY26, driven by 30% revenue growth and significant operating leverage as margins expanded by 800bps.
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Amagi delivered its first PAT-positive year in FY26, driven by 30% revenue growth and significant operating leverage as margins expanded by 800bps.
Dev Accelerator Ltd (DEVX) reported strong FY26 performance with consolidated revenue of ₹226 Cr (+42.2% YoY) and EBITDA of ₹109 Cr, driven by its focus on Tier-2 cities and enterprise-led demand.
Om Power Transmission reported FY26 revenue of ₹44,916 lakhs, up 61% YoY, with PAT rising 81% to ₹4,002 lakhs. Strategy focuses on expanding beyond Gujarat and leveraging its record ₹62,128 lakh order book.
Madhavbaug reported FY26 revenue of ₹106.91cr (+18.89% YoY) and PAT of ₹8.99cr. The company is pivoting from wellness to higher-value disease reversal programs and expanding hospital capacity.
Hubtown's FY26 proforma presentation highlights strategic consolidation via mergers and significant debt reduction. Ongoing projects like 25 South and 25 Downtown drive premium residential scaling in MMR.
Associated Alcohols (AABL) delivered a solid FY26 with 14% EBITDA margins despite a flattish 5% revenue decline. Strategy focuses on premiumisation (IMFL Proprietary grew 37% YoY) and Pan-India expansion.
Clean Science reported resilient Q4 FY26 performance with sequential revenue growth driven by HALS volume expansion. Standalone EBITDA margins remain robust at 46% despite global pricing pressures.
PNC Infratech reported FY26 standalone revenue of ₹4,633 Cr with 12.6% EBITDA margin. The company is pivoting towards capital recycling via a ₹9,006 Cr asset divestment deal with KKR-affiliated HIT.
Brandman Retail reports FY26 revenue of ₹16,240.87 Lakhs, up 20% YoY, driven by premium footwear distribution and expanding its own 'Sneakrz' retail brand.
Gland Pharma reported record quarterly revenue of INR 17,428M (+22% YoY) for Q4FY26, driven by CDMO growth and the Cenexi turnaround. FY26 adjusted PAT reached INR 10,455M with a 16% margin.
Dynamatic Technologies delivered 15.5% FY26 revenue growth, driven by the Aerospace segment's strong performance and Airbus A220 door deliveries. Profitability remained steady with 11.3% EBITDA margin.
Patel Engineering reported FY26 consolidated revenue of ₹5,102 cr and PAT of ₹294 cr (up 21%). The company focused on debt reduction and order book diversification.
Autoline reported record FY26 revenue of ₹824cr, up 25% YoY, with PAT surging 113% to ₹38.5cr, driven by strong OEM demand and a ₹21.58cr exceptional gain.
Ventive Hospitality Limited reported record Q4 and FY26 results, surpassing INR 500cr PAT milestone. Performance was driven by luxury assets in India and Maldives with significant EBITDA margin expansion.
Yasho Industries achieved record quarterly revenue of ₹198.6cr, driven by massive 33% volume growth despite a weak pricing environment. Management maintains an aggressive 40% revenue growth target for FY26.
Pearl Global reported record FY26 consolidated revenue of ₹5,025 Cr (up 11.5%) and PAT of ₹270 Cr (up 17%). Performance driven by overseas capacity utilization despite high U.S. tariffs on Indian goods.
Great Eastern Shipping reported its best-ever quarterly and annual consolidated profit, crossing INR 1,000 crores for FY26. Management declared a record quarterly dividend of INR 11.70 per share.
JSW Energy is transitioning to a green energy leader, targeting 30 GW generation and 40 GWh storage by 2030. FY26 shows strong growth with Net Generation up 58% to 51.3 BUs.
Global Health Limited reported FY26 total income growth of 20% to ₹45,089 million with consolidated PAT up 15.1% to ₹5,541 million. Growth was driven by patient volume increases and scaling of developing hospitals.
KDDL reported strong FY26 performance with consolidated revenue growing 30.7% to ₹2,153 cr. The company is diversifying from watch components into high-precision engineering and premium packaging.
BLS International delivered a strong FY26 with 36.7% revenue growth and 34.1% PAT growth, driven by Visa business expansion and digital services consolidation.
John Cockerill India transitions into a global metals hub after consolidating parent entities, showing high revenue growth but depressed margins due to integration costs and organizational realignment.
Parth Electricals delivered FY26 revenue of ₹200.95 Cr (14% growth) with PAT of ₹14.24 Cr. Strategy focuses on expanding manufacturing capacity and high-voltage service segments.
PI Industries reported FY26 revenue of ₹67,137 Mn, down 16% YoY, and PAT of ₹13,208 Mn, down 20%, amid a global agrochemical downcycle.
Crompton reported Q4 FY26 consolidated revenue growth of 11% YoY (Rs 2,283 Cr) with EBITDA margins at 11.9%. Strategy focuses on premiumization through 'Crompton Rhion' and expansion into solar and wires.
HCG reported FY26 revenue of INR 25.4bn (up 15% YoY) and Adj. EBITDA of INR 4.7bn (up 19% YoY), driven by network productivity and operational leverage.
Seshaasai reported a mixed FY26 with Q4 revenue growth of 9.6% YoY, offset by full-year softness in the core payment cards segment due to regulatory and COVID-cycle factors.
PI Industries reported a challenging Q4FY26 with revenue and PAT down 12% and 39% respectively due to global agrochemical contraction, while maintaining healthy 58% gross margins.
Bluspring Enterprises Limited delivered Q4 FY26 revenue of ₹846 Cr (up 8% YoY) with significant expansion in EBITDA margins to 4.2%. The company announced the acquisition of STEAG Energy Services India for ₹180 Cr.
Maxvolt Energy reported H2 FY26 revenue of ₹166.7cr (+148% YoY) and PAT of ₹11.5cr (+115% YoY). Strategy focuses on lithium circularity via its new recycling subsidiary, ReEarth.