Himadri Speciality Chemical Earnings Call: Key Takeaways
Himadri reports record Q1FY27 performance, transitioning from coal tar derivatives to a global advanced materials and battery chemicals powerhouse.
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Himadri reports record Q1FY27 performance, transitioning from coal tar derivatives to a global advanced materials and battery chemicals powerhouse.
HDB Financial Services reported strong Q1FY27 results with PAT reaching ₹785 Cr (38.3% YoY growth) and Gross Loan Book at ₹1,21,846 Cr, supported by a diverse retail-focused NBFC portfolio.
Jana SFB reported Q1FY27 PAT of ₹155 Cr, up 52% YoY, driven by improving NIMs (7.5%) and reducing cost of funds (7.44%). The bank is shifting towards an 80% secured loan mix.
Zodiac Energy reported strong FY26 performance with 33% revenue growth and 50% EBITDA growth, driven by its EPC-IPP dual model and expansion into Africa and BESS segments.
HDFC AMC reported a strong Q1 FY27 with Total Income of ₹13,611 mm, up 13% YoY, and PAT of ₹8,383 mm, up 12% YoY. Market share in actively managed equity AUM stands at 12.8%.
ICICI Prudential Life reports strong Q1-FY2027 performance with 14.6% APE growth and 24.9% VNB growth. The Board proposed a name change to 'ICICI Life Insurance Limited'.
Bajaj Consumer Care delivered a strong Q1 FY27 with revenue growing 28% YoY to INR 341 Cr. EBITDA doubled to INR 84.4 Cr (24.7% margin) driven by operating leverage and price increases.
Union Bank reports strong Q1 FY27 performance with Net Profit growing 29.57% YoY to ₹5,332 Cr. Focus remains on RAM credit growth and asset quality improvement.
Ksolves Q1 FY27 results show 10% YoY revenue growth to ₹41.44 Cr. Strategy focuses on 'AI-first' delivery with 100+ AI projects delivered and 80%+ active engagements including AI components.
Fedfina reported strong Q1 FY27 results with AUM growing 34.7% YoY to ₹21,136 Cr and PAT increasing 52.5% YoY to ₹114.4 Cr, driven by robust gold loan expansion.
Groww reported strong Q1 FY27 results with consolidated Total Income of ₹1,549 Cr and PAT of ₹735 Cr, driven by product expansion and operating leverage.
MCMIL reported Q1FY27 revenue of Rs 263 Cr and PAT of Rs 14.10 Cr. Strategy focuses on shifting to high-margin Pre-painted Steel and backward integration via a new CRM complex.
Anand Rathi reports strong Q1 FY27 results with revenue up 22.4% YoY. The company is diversifying into non-broking segments like MTF and distribution to de-risk its business model.
Tata Elxsi reported Q1 FY27 revenue of Rs. 1,021.1 Cr, crossing the 1,000 Cr milestone with 14.5% YoY growth. Strategy shifts toward 'Domain + AI' and software-defined vehicles.
Sheel Biotech is pivoting into the high-margin blueberry market, targeting ₹110 Cr+ revenue for FY26 using its established tissue culture and greenhouse infrastructure.
MBAPL reported Q1 FY27 revenue of ₹416.3 Cr (+1.6% YoY) and PAT of ₹33.0 Cr (+17.0% YoY). Strategy focuses on backward integration and massive capacity expansion at Dhule.
DEN Networks reported Q1 FY26-27 revenue of Rs. 243 Cr and PAT of Rs. 35 Cr. The company maintains a zero-debt status with a healthy cash balance of Rs. 3,383 Cr.
Management introduces 'Beyond' LGD brand to capture younger, fashion-forward consumers amidst a commoditizing market. The call pivots from core jewelry financials to strategy for this new, high-growth but margin-volatile segment.
SG Finserve reported record Q1FY27 results with PAT rising 119% YoY to ₹54 Cr. The company focuses on supply chain financing with a NIL NPA book.
Nuvoco Vistas reported strong Q1 FY27 results with 7% YoY EBITDA growth despite macro headwinds. The strategy focuses on capacity expansion to 35 MMTPA and premiumization in East and West India markets.
Info Edge reported strong standalone performance for Q4FY26 with revenue up 17.2% YoY and operating profit margins improving by 639bps to 40.1%.
Krishana Phoschem reported strong Q1FY27 results with Revenue growing 34.6% YoY to ₹532.3 Cr and PAT increasing 54% YoY to ₹47.1 Cr, driven by capacity expansion and backward integration.
ICICI Prudential AMC reported strong Q1FY27 results with Operating Revenue at ₹15.6 bn (up 18% YoY) and PAT at ₹9.6 bn (up 23% YoY). The firm maintains a dominant 13.4% total MF QAAUM market share.
Avenue Supermarts reported Q1 FY2027 revenue of INR 18,343 Cr with a 5.1% PAT margin. The company reached a milestone of 503 stores.
Sai Silks delivered strong double-digit growth in FY26, driven by aggressive store expansion despite mixed consumption across certain mature markets.
Just Dial Q1 FY27 presentation highlighting its scalable local search ecosystem with 192.9M unique visitors and 56.1M listings.
Frog Innovations focuses on recovering from a weak FY26 by targeting FY27 revenue of ₹220 Cr. Growth is pivoted toward Surveillance (CCTV) and EMS, shifting from legacy DAS business.
L&T Finance reports strong Q1FY27 results with PAT of ₹902 Cr (+29% YoY). Strategy focuses on 'Lakshya 2031' goals leveraging deep-tech AI and a retail-first approach.
GIPCL is pivoting from legacy thermal/gas to massive renewable expansion in Khavda. While the Khavda phase 1 is operational, massive capex and rising debt are set to suppress net profitability in the medium term.
HEG Limited's investor presentation details the restructuring of 'Greentech platform' into a standalone listed entity. The strategy focuses on synthetic graphite anodes, graphene, and green energy to drive long-term value.