Ramkrishna Forgings Earnings Call: Key Takeaways
Ramkrishna Forgings reported Q4FY26 consolidated revenue of ₹1,217 crore, up 28% YoY. Strategy focuses on diversification into non-auto sectors like Railways and Oil & Gas.
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Ramkrishna Forgings reported Q4FY26 consolidated revenue of ₹1,217 crore, up 28% YoY. Strategy focuses on diversification into non-auto sectors like Railways and Oil & Gas.
Gayatri Rubbers & Chemicals achieved record H2 FY26 performance with total income of ₹41.82 Cr and PAT doubling to ₹5.59 Cr, driven by high-margin railway and industrial segments.
Tanla Platforms reported Q4 FY26 earnings with a focus on OTT channel expansion and the new 'Wisely' AI platforms. EBITDA margins have stabilized around 16%.
HEG reported FY26 standalone revenue of ₹2,660 cr and PAT of ₹181 cr, with capacity expansion to 115,000 tons by 2028.
Schaeffler India's 63rd AGM presentation highlights strong CY25 performance with revenue reaching ₹93,953 mn and an EBITDA margin of 19.6%. Strategy focuses on localization and E-Mobility.
Ramkrishna Forgings reported strong Q4FY26 results with consolidated revenue of ₹1,217 crore, up 28% YoY, driven by diversification into non-auto segments and robust domestic demand.
Indus Towers reported steady core growth in FY26, driven by aggressive 5G expansion from major customers and a resumption of shareholder dividends despite geopolitical supply chain headwinds.
Hubtown Limited reports Q3FY26 pre-sales of ₹2,086 crore and collections of ₹618 crore. Strategy focuses on merging promoter entities to consolidate Mumbai-centric premium residential and commercial projects.
NSDL Q4 FY26 earnings presentation highlights its transition to a listed entity and consistent market leadership in the depository segment.
Servotech reported strong Q4 FY26 standalone growth but faces significant working capital stress with receivables trapped in PSU and railway projects.
UltraTech reached a 200 MTPA capacity milestone in FY26, a year ahead of schedule. Q4 results show strong EBITDA/ton growth despite West Asian geopolitical headwinds impacting input costs.
Dalmia Bharat delivered record FY26 EBITDA of ₹3,083cr and PAT of ₹1,157cr. Strategy focuses on pan-India expansion targeting 75MT capacity by FY28.
Sona Comstar delivered record quarterly revenue despite persistent commodity inflation and geopolitical headwinds. Management remains aggressively focused on the BEV transition while diversifying into robotics and sensors to hedge automotive cycles.
Godrej Agrovet surpassed ₹10,000 Cr revenue in FY26 with all-time high profitability. Strong performance in Oil Palm and Animal Nutrition offset headwinds in Dairy and Crop Care.
Capri Global delivered strong Q4FY26 results with Consolidated AUM growing 60% YoY to ₹366,233mn. PAT rose 59% YoY to ₹2,828mn driven by momentum in Gold and MSME segments.
Capri Global delivered strong FY26 performance with AUM growing 60% YoY to ₹366bn and PAT surging 98% YoY to ₹9.5bn, driven by robust Gold and MSME loan growth.
Capri Global delivered strong performance in Q4FY26 with PAT up 59% YoY. The company is scaling its multi-vertical lending strategy via branch expansion and co-lending partnerships.
5paisa Capital reported Q4FY26 revenue of ₹855 Mn (up 8% QoQ) and PAT of ₹108 Mn (down 12% QoQ). The firm focuses on AI-led digital wealth management and scaling its product suite.
MDL reports record FY26 consolidated revenue of ₹13,006 Cr and PAT of ₹2,578 Cr. Performance driven by milestone naval deliveries and strategic expansion into international shipyards.
Axis Bank reported stable Q4FY26 performance with PAT at ₹7,071 cr (up 9% QoQ). The bank focused on GPS (Growth, Profitability, Sustainability) strategy amid global volatility.
Mazagon Dock reports robust FY26 performance with Revenue of ₹13,006Cr (Consolidated) and PAT of ₹2,578Cr. Strategic expansion includes acquiring 51% of Colombo Dockyard and Navratna status attainment.
Fabtech reported Q4 FY26 revenue of ₹168.24cr and FY26 income of ₹431.33cr (up 28.4%). Management highlighted a structural transformation and strong order book exceeding ₹900cr.
Godrej Agrovet surpassed ₹10,000 Cr revenue in FY26 with record profitability. Growth driven by Oil Palm and Animal Nutrition segments, offsetting challenges in Dairy and Crop Care.
Usha Martin delivered record EBITDA margins of 21.6% in Q4FY26 despite Middle East geopolitical headwinds, shifting heavily toward high-value specialized ropes.
Adani Enterprises transitioned into an infra-utility powerhouse with 80% EBITDA from core infrastructure, though Q4 FY26 was hit by Australian weather disruptions and MTM markdowns.
Laurus Labs delivered a robust 23% revenue growth in FY26, pivotally shifting its mix toward CDMO which now accounts for 30% of sales while maintaining ARV leadership.
Tata Consumer Products reported robust Q3FY26 performance with 15% revenue growth and 26% EBITDA growth. Strategic focus remains on 'Growth' businesses and GTM transformation.
Update call on PLA project and capital raising initiatives following Board approval on April 23, 2026. Company is diversifying into bioplastics and value-added by-products.
Mphasis reports strong FY26 performance led by high-growth AI-first strategies and BFSI recovery, despite logistical headwinds.
ideaForge reports a turnaround FY26 with Q4 revenue reaching a record INR 1,410.4 Mn and positive annual EBITDA. Management focuses on combat UAV development and international expansion.