Veranda Learning Solutions Earnings Call: Key Takeaways
Veranda reported its first full-year PAT-positive performance in FY26, driven by strong growth in commerce and government test prep verticals and successful restructuring.
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Veranda reported its first full-year PAT-positive performance in FY26, driven by strong growth in commerce and government test prep verticals and successful restructuring.
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Apex Frozen Foods reported strong FY26 performance with 14% revenue growth and 902% PAT growth, driven by firm global shrimp prices and EU market expansion.
Alkem reported strong FY26 results with landmark INR 3,000cr+ EBITDA. Strategy focuses on chronic therapy growth in India and international expansion, particularly with the semaglutide launch.
Star Health delivered strong FY26 performance with GWP growing 16% YoY to ₹20,369 Cr and PAT increasing 16% to ₹911 Cr, supported by improved underwriting profitability and a combined ratio of 98.4%.
Advait delivered a breakout FY26 with 80% revenue growth, fueled by power transmission and new energy segments. Management is pivoting from pure execution to a multi-subsidiary manufacturing model to scale specialized energy transition products.
IndiaMART reports 12% revenue growth and healthy 39% standalone EBITDA margins but faces persistent churn issues in the silver subscriber category despite increased marketing spend.
Sattva reports FY26 revenue of ₹143.2cr (up 32% YoY) and PAT of ₹13.1cr (up 43%). Company is diversifying into Karnataka and the Odour Control System segment.
Shubhshree Biofuels is pivoting from simple manufacturing to a comprehensive 'Utility as a Service' model, leveraging government mandates to drive a significant revenue jump in FY26.
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ECOS reported FY26 revenue of ₹8,081.58M (up 23.58% YoY) and Q4 revenue of ₹2,067.60M (up 16.65% YoY). Strategy focuses on asset-light corporate mobility across ETS and CCR segments.
TVS Supply Chain Solutions achieved ₹11,000 Cr annual revenue in FY26, a 10.1% growth, driven by strong Q4 performance and diversified growth across ISCS and GFS segments.
Star Health delivered FY26 Net Profit of ₹911 Cr (up 16% YoY) with Insurance Revenue growing 13% to ₹17,999 Cr. Focus remains on digital-first distribution and retail indemnity leadership.
Indo Count reported a resilient FY26 despite US tariff volatility, signaling a major growth pivot for FY27.
Glen Industries reported FY26 revenue of ₹205.16cr and PAT of ₹16.50cr, focusing on sustainable plastic and paper packaging expansion.
SSWL achieved record FY26 revenue of ₹5,183 Cr (up 17% YoY) driven by domestic demand and alloy wheel volume growth, despite export headwinds and margin pressure.
Best Agrolife reported a challenging FY26 with a 31% revenue decline to ₹1,257 crore. Management is pivoting towards a patented portfolio and in-house technical manufacturing to improve margins and reduce China dependency.
ORSL reported robust FY26 performance, transitioning from environmental engineering to a comprehensive CleanTech platform. Strategic focus on Build-Own-Operate (BOO) models and R&D-led high-margin verticals like green chemicals and carbon capture.
BIL delivered a strong FY26 with a 50% revenue surge and 100% PAT growth, driven by aggressive execution in North-East India.
Sonam Limited reported strong FY26 performance with 64% revenue growth, driven by expansion in the clock segment and domestic market penetration.
Olectra Greentech delivered strong FY26 results with Revenue up 28% and PAT up 29% YoY. The company is scaling its EV bus capacity to 10,000 units/year.
Mallcom (India) Ltd reported FY26 revenue growth of 11% to ₹540cr, with EBITDA of ₹61cr (11.21% margin). Domestic sales grew 20%, offsetting weak export demand in EU/US.
Cosmic CRF delivered record FY26 consolidated results with 78% revenue growth and 74% PAT growth. Strategy pivots toward full ecosystem integration via the Amzen acquisition and new forging/spring units.
Glottis Limited reported FY26 revenue of INR 7,226M and PAT of INR 377M (5.2% margin). Performance was impacted by global trade headwinds and softer freight rates in their first year as a listed entity.
Shree Refrigerations reported strong FY26 performance, driven by its leadership in the naval HVAC segment and expansion into data centers. The company is scaling operations with a new 80,000 sq. ft. facility.
Insolation Energy reported FY26 revenue of ₹2,146cr (+61% YoY) and PAT of ₹201cr (+59% YoY). Focus is on backward integration into solar cells and aluminum frames.
Yatra Online reported its most profitable year in history for FY26 despite Q4 headwinds from Middle East conflicts. Revenue grew 27% YoY to INR 10,065 million.
Lords Chloro Alkali delivered strong FY26 results driven by 30% volume growth and renewable energy integration, though Q4 saw margin pressure from rising power costs.
Rico Auto reported strong FY26 performance with Revenue up 12% YoY to ₹2,478 Cr and PAT up 173% to ₹52.4 Cr. Focus is on Hybrid and EV segments.