Info Edge (India) Earnings Call: Key Takeaways
Info Edge Q4FY26 revenue grew 17.2% YoY to ₹805cr with standalone operating profit margins improving 639bps to 40.1%. Recruitment remains the core engine, contributing 71% of standalone billings.
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Info Edge Q4FY26 revenue grew 17.2% YoY to ₹805cr with standalone operating profit margins improving 639bps to 40.1%. Recruitment remains the core engine, contributing 71% of standalone billings.
Inox Wind and Inox Green reported Q4 FY26 earnings with strong margin delivery despite geopolitical execution headwinds. Strategy shifts from turnkey EPC to equipment supply (75% target) to improve working capital.
Solarium is transitioning to a vertically integrated solar player, commissioning a 1.2GW facility while shifting toward large-scale EPC to manage working capital.
Solarworld Energy Solutions delivered strong FY26 performance with 1.57% income growth and 13.3% EBITDA margins. Strategy focuses on BESS manufacturing and backward integration into solar cell production.
Senco Gold reported record FY26 revenue of ₹8,430 Cr (up 33% YoY) and strong Q4 performance. Strategy focuses on 50% old gold exchange, diamond sales growth, and Pan-India franchise expansion.
CSL Finance Q4FY26 earnings call highlighting 21% YoY AUM growth to ₹1,448 cr and shift toward wholesale lending (69% of mix) amid SME retail headwinds.
Mrs. Bectors achieved the INR 2,000 cr revenue milestone in FY26, growing at 20% CAGR over 4 years with a 12.6% EBITDA margin.
Sarda Energy reported a 23% YoY revenue increase to ₹5,928 cr and a 58% PAT jump to ₹1,109 cr in FY26, driven by a strategic shift towards integrated energy and mining.
Premier Roadlines delivered 15% revenue growth in FY26 but faced severe margin pressure due to industry-wide logistics disruptions in H2.
Gulf Oil recorded its highest-ever quarterly volume, revenue, and EBITDA in Q4 FY26. Consolidated revenue crossed ₹4,000 crores for the full year, driven by double-digit growth across key lubricant segments.
Shalby Limited reported Q4 FY26 consolidated revenue growth of 9.4% YoY. Key focus on MedTech turnaround with positive EBITDA and expansion in oncology services.
Transrail achieved record FY26 performance with 30% revenue growth, exceeding raised guidance. Strategy focuses on T&D infrastructure expansion, capacity doubling, and improved working capital efficiency.
MCON Rasayan reported strong H2 and FY26 growth, focusing on distribution expansion through FOCO models and institutional project approvals.
Likhitha Infrastructure reported a decline in FY26 performance, with standalone revenue at ₹456.73 Cr (down 10.83% YoY) and PAT at ₹40.02 Cr (down 42.31% YoY). Strategy focuses on oil & gas pipeline infrastructure and cross-country projects.
NLCIL delivered a strong FY26 with consolidated PAT growing 39% to ₹3,769 Cr. Strategy focuses on balancing thermal capacity with a target of 50:50 thermal-renewable mix by 2030.
IndiaMart delivered 12% revenue growth with improved margins, but faces persistent churn in its smaller monthly subscriber segments despite aggressive marketing and AI-driven efficiency gains.
Narayana Health reported Q4 FY26 earnings with a 25.1% India hospital margin. Management focuses on high-end quaternary care and integrating the new UK acquisition.
Macpower CNC delivered record results in Q4 & FY26, driven by NEXA series adoption and aggressive marketing. Revenue and PAT surged 27% and 33% respectively for FY26.
Chavda Infra delivered FY26 revenue of ₹320.6 cr (up 22.6% YoY) but saw PAT decline 19.4% to ₹17 cr due to margin pressure.
Arkade Developers reported Q4 FY26 revenue of ₹199cr (up 48% YoY) and full-year FY26 revenue of ₹828cr (up 19%). Strategic focus remains on premium Mumbai real estate and redevelopment.
Varroc reported Q4FY26 consolidated revenue of ₹23.7bn, up 12.8% YoY. Strategy focuses on EV penetration, electronics growth, and overseas turnaround to achieve double-digit EBITDA and PBT margins.
Aequs Limited reported FY26 consolidated revenue of INR 12,304M, up 33%, with EBITDA of INR 1,545M (13% margin). Management focuses on scaling the consumer segment and expanding its integrated aerospace ecosystem.
Supriya Lifescience achieved record Q4 revenue of ₹277cr, bringing FY26 revenue to ₹828cr. Management maintained its guidance of 20% annual growth and 33-35% EBITDA margins.
Bigbloc Construction reported Q4 FY26 revenue of ₹87 crore (35% growth YoY) but a net loss of ₹1 crore due to pricing pressures and cost escalations.
Osel Devices (FY26) is a multi-vertical electronics/medtech firm specializing in LED displays, hearing aids, and Philips-licensed mobile devices, focusing on vertical integration and high-margin clinic expansion.
Garware Offshore (GOSL) completed a financial restructuring post-2015 crisis, now positioned as a leading OSV player in India with a fleet of 3 vessels and a focused expansion plan.
Arham Technologies delivered strong FY26 performance with 70% revenue growth, driven by manufacturing expansion, brand building with Vicky Kaushal, and backward integration strategy.
Basilic Fly Studio delivered a robust FY26 with 36.6% revenue growth, driven by a 64% surge in its India standalone operations and aggressive global expansion.
Yaap Digital reported robust FY26 performance with 22.23% revenue growth and significant margin expansion following the Gozoop integration.
Divgi TTS delivered record FY26 revenue of ₹375cr (+56% YoY) and PAT of ₹47cr (+90% YoY), driven by a sharp recovery in Transfer Cases and robust component export growth.