Strides Pharma Science Earnings Call: Key Takeaways
Strides delivered strong FY26 performance with Revenue at ₹48,587m, up 6.4%, and Operational PAT at ₹5,181m, growing 50% YoY driven by Ex-US market efficiency.
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Strides delivered strong FY26 performance with Revenue at ₹48,587m, up 6.4%, and Operational PAT at ₹5,181m, growing 50% YoY driven by Ex-US market efficiency.
Cantabil reports strong FY26 performance with 18% revenue growth and 28% PAT growth. Strategy focuses on expanding retail footprint and digital presence.
Manoj Jewellers nearly doubled its FY26 Total Income to ₹114.2 Cr with record PAT of ₹9.02 Cr, driven by wholesale B2B scaling.
Satin Creditcare delivers its 18th consecutive profitable quarter with stable asset quality despite sectoral headwinds. Focus is shifting toward diversification via housing and MSME subsidiaries.
IRIS RegTech reported strong FY26 performance with ₹7,570 lakhs revenue, driven by SupTech (59% contribution) and global expansion across 55+ countries.
PVR INOX delivered record FY26 performance with PAT of ₹386cr. Strategy shifted to capital-light FOCO/asset-light models to improve ROCE and reduce debt.
Patil Automation Limited reported FY26 consolidated turnover of ₹172 cr with 10.29% PAT margin. Company transitioned to NSE SME platform and expanded with new Pune and Faridabad facilities.
L.T. Elevator Limited (544518) Q4 FY26 earnings transcript highlights a landmark year crossing ₹111.7cr revenue and ₹17cr+ PAT. Strategy focuses on B2C expansion through Ricardo acquisition and new manufacturing capacity.
Zydus Wellness reported its Q4 FY26 results, highlighting brand leadership across key consumer categories and strategic expansion into hydration and protein snacking segments.
GSK Pharma Q4 FY26 earnings call highlighting 2% revenue growth, 34% EBITDA margins, and a shift toward an innovation-led specialty portfolio.
JSW Energy reported record FY26 EBITDA of ₹11,041 crore, driven by a 2.6 GW capacity expansion. Strategy 3.0 aims for 30 GW generation and 40 GWh storage by 2030.
Star Health FY26 results show strong momentum with 13% Insurance Revenue growth and a significantly improved Combined Ratio of 98.4% (IndAS). Strategy focuses on proprietary agency channels and digital onboarding.
Sterling Tools reported strong FY26 performance in its fastener business but faces near-term margin pressure and a 3-5 year delay in EV segment adoption goals.
NIIT Learning Systems reported Q4 FY26 revenue of ₹5,252M (up 22% YoY) and EBITDA of ₹1,002M with a 19% margin. Focus remains on AI-led transformation and inorganic expansion through MST and SweetRush.
HOAC Foods reported robust H2 FY26 growth, with total income rising 84% YoY and PAT up 66%, driven by B2B and export vertical expansion.
Jain Irrigation reported Q4 revenue of ₹1,800 cr (4.3% YoY growth) and FY26 growth of 11%, driven by a 20% surge in Hi-Tech business despite raw material price shocks.
Solar Industries delivered record FY26 performance with 30% revenue growth and 35% PAT growth, driven by defense and international business.
Bajaj Electricals reported Q4 FY26 revenue of ₹1,240 Cr, down 2.1% YoY. Lighting Solutions grew 15.6% while Consumer Products declined 6.9%. PAT swung to a ₹68 Cr loss due to ₹59 Cr in exceptional impairments.
NHPC delivered Q4FY26 revenue of ₹2,815cr and Full Year PAT of ₹4,220cr (up 23.7% YoY). Strategy focuses on massive capacity addition in hydro and solar, transitioning to a Navratna PSU.
Symphony faces a challenging quarter with flat standalone revenue and declining margins due to aggressive marketing for new categories, while cancelling a major international divestment plan.
India Homes pivoted from steel to Mumbai real estate redevelopment, delivering ₹24.50 Cr FY26 revenue and ₹18.66 Cr PAT vs a ₹13.39 Cr loss in FY25.
Navin Fluorine delivered strong FY26 performance with 41% revenue growth and 103% EBITDA growth, driven by CDMO and Specialty Chemicals segments.
Mold-Tek Technologies reported a Q4FY26 turnaround with PAT of ₹2.28cr vs a loss of ₹1.6cr YoY, despite ₹4cr MTM forex losses. Focus shifting to high-margin structural design and the Beryl acquisition.
Creative Newtech reported strong FY26 performance with revenue crossing ₹2,700cr. Strategy focuses on high-margin private/licensed brands (Honeywell) and expansion into AI, surveillance, and US markets.
Dodla Dairy delivered record Q4 revenue but faced significant margin pressure due to spike in milk procurement costs. One-time tax credits and interest refunds heavily inflated the reported net profit.
Tube Investments reported strong FY26 standalone revenue of ₹8,556 Cr and PBT of ₹1,099 Cr. Management is focusing on scaling electric vehicle (EV) platforms and medical devices via acquisitions.
POWERGRID delivered strong FY26 performance, exceeding its own Capex and Capitalization guidance. The company is pivoting toward large-scale HVDC projects and international expansion (Kenya/Uganda) to sustain leadership in India's power backbone.
Apollo Finvest reports Q4 FY26 earnings, focusing on a major transition from corporate term loans to its digital retail lending product, 'Apollo Cash'.
Lead Reclaim and Rubber Products reported ₹39.82 Cr revenue and ₹4.09 Cr PAT for FY26. Management is pivoting towards higher-margin verticals like TPO, RCB, and EPDM to drive future profitability.
GEE Limited reported strong FY26 performance with Revenue at ₹3,691.4 Mn (up 10.6% YoY) and PAT at ₹130 Mn (up 240.7% YoY). Management is pivoting toward a high-margin, specialized product strategy.