Lenskart Solutions Earnings Call: Key Takeaways
Lenskart Q4 FY26 revenue reached ₹2,516 crores (up 41% YoY) with PAT scaling to ₹500 crores for the full year, driven by Tier 2 expansion and international growth.
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Lenskart Q4 FY26 revenue reached ₹2,516 crores (up 41% YoY) with PAT scaling to ₹500 crores for the full year, driven by Tier 2 expansion and international growth.
Refex Industries delivered a solid FY26 with strong PAT growth despite flat revenues due to a strategic shift from trading to high-margin service segments like ash and coal handling.
Vedanta reports record performance with Q3 EBITDA of ₹15,171cr (+34% YoY) and 41% margins. Strategy focuses on cost leadership through vertical integration and massive capacity expansion across 5 segments.
Century Enka reported strong Q4 FY26 results with 530% YoY EBITDA growth. Management focuses on transition to value-added products and expanding into the polyester tire cord fabric (PTCF) segment.
Bhatia Communications reports strong FY26 results with Revenue at ₹595cr (up 34%) and PAT at ₹16.76cr (up 21%), driven by aggressive expansion in Maharashtra and a network of 340 stores.
EPack delivered strong FY26 performance with 35% revenue growth, though high steel prices compressed Q4 margins. Management is aggressively expanding capacity into West India to sustain a 30% growth trajectory for FY27.
IGPL reported Q4 FY26 revenue of ₹530cr (up 9% QoQ) and PAT of ₹37cr, recovering from a challenging year of high inventory costs and geopolitical volatility.
Landmark Cars delivered record FY26 revenue and EBITDA, driven by a 20% topline beat against industry growth. Management is pivoting from rapid expansion to a 'consolidation and sweating assets' phase to restore historical profitability.
Xpro India Limited reported FY26 net revenue of INR 505.5 cr (down 5.6% YoY) and PBT of INR 41 cr. Strategy focuses on specialty dielectric films for EV and renewable sectors.
Cosmic CRF is shifting from a component supplier to a fully integrated wagon ecosystem through aggressive acquisitions like Amzen and NS Engineering.
Juniper Hotels delivered record Q4 revenue of ₹301.5cr and FY26 revenue of ₹1,047.7cr. Strategy focuses on luxury 'big box' assets in major metros with significant capacity expansion plans.
United Foodbrands reported strong Q4 FY26 results with 23.1% revenue growth to ₹360 crores. Strategy shifted to volume-led growth, achieving 14.4% SSSG and record dine-in volume expansion.
Rajputana Biodiesel delivered FY26 revenue of ₹12,203 Lakhs and PAT of ₹1,052 Lakhs, driven by its dual plants and OMC supply contracts.
Samvardhana Motherson achieved record Q4 and annual FY26 revenues of ₹1.25 Lakh Crores, driven by aerospace and consumer electronics expansion and successful integration of acquisitions like Atsumitec.
GSFC reported strong Q4 FY26 results with highest-ever quarterly sales of ₹2,622cr. Strategy focuses on industrial product margin expansion and fertilizer segment operational stability.
Goodluck India reports strong Q4 FY26 performance with consolidated EBITDA growing ~31% YoY. Strategy focuses on high-margin value-added precision engineering and defense segments.
Nephrocare reports strong FY26 performance with 32% revenue growth and significant margin expansion, driven by international expansion and platform-led operational efficiencies.
Star Imaging reported FY26 revenue of ₹88.5cr (up 6%) and PAT of ₹19.3cr (up 21%). Management focuses on B2C expansion and becoming debt-free.
Arkade Developers reported FY26 revenue of ₹828cr with a sharp Q4 net loss due to a one-time ₹182cr exceptional write-off related to the Filmistan acquisition.
HPL Electric delivered record FY26 revenue of ₹1,811 cr (+6.5% YoY) with EBITDA growth of 10.5%. Strategy focuses on scaling 'Consumer & Industrial' as a second growth engine alongside 'Smart Metering'.
Hikal reported Q4 FY26 revenue of Rs 519 Cr with a 20.3% EBITDA margin. Full year FY26 revenue reached Rs 1,713 Cr, though exceptional items led to a consolidated net loss of Rs 49 Cr.
iValue delivered strong FY26 performance with 19.5% gross sales growth and 19.9% PAT growth, driven by cybersecurity (50% of sales) and AI ecosystem strategy.
SAMHI Hotels delivered FY26 revenue of ₹1,279cr (up 12.3%) and PBT of ₹165cr. Management focused on deleveraging and asset recycling to fund a ₹2,200cr capex pipeline.
1Point1 Solutions delivered strong FY26 performance with 22.5% revenue growth and margin expansion, driven by AI adoption (ResolX) and LATAM expansion via Netcom acquisition.
Kaveri Seed delivered solid FY26 results with 16.25% revenue growth, driven by non-cotton segments like Maize and Rice, despite Q4 seasonality leading to a net loss.
Star Cement reported Q4 FY26 revenue of ₹1,174 Cr and EBITDA of ₹324 Cr. Management focused on geographical expansion into North India and Bihar while maintaining strong Northeast margins.
Kuantum Papers reports Q4 FY26 operational income of INR 3,009 Mn with EBITDA margins at 15.89%. Strategy focuses on debottlenecking, specialty products, and Industry 4.0 integration.
Midwest Ltd reported stable FY26 revenue of ₹645.62cr with 27% EBITDA margins. The company is diversifying from its granite leadership into quartz and rare earth materials.
Varroc reported FY26 revenue of ₹88,905 million, up 9% YoY, with EBITDA at ₹8,634 million. Management focus is on deleveraging and EV order wins.
Engineers India Ltd achieved its highest-ever turnover and profit in FY26, driven by an all-time high order book of ₹15,109 crores. Strategy focuses on expanding consultancy in Africa and the Middle East.