Pace Digitek Earnings Call: Key Takeaways
Pace Digitek (544550) delivered robust FY26 performance with 8.3% revenue growth, scaling its BESS manufacturing and utility-scale order book.
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Pace Digitek (544550) delivered robust FY26 performance with 8.3% revenue growth, scaling its BESS manufacturing and utility-scale order book.
KSH reports stellar FY26 performance with Revenue at ₹31,070 Mn (+61% YoY) and PAT at ₹1,101 Mn (+62% YoY), driven by specialized magnet wire demand and capacity expansion.
Godavari Biorefineries reported FY26 total income of ₹2,000.2 Cr, up 6% YoY, with EBITDA margins stabilizing at 7% as the company shifts towards high-margin bio-based specialty chemicals.
Ola Electric reported Q4 FY26 consolidated gross margins of 38.5% and turned operating cash flow positive. Management highlighted a structural shift toward vertical integration and cell manufacturing.
Suzlon delivered record FY26 results with a 63% EBITDA surge, successfully meeting its high-growth guidance through aggressive execution and scaling of its 3MW turbine platform.
Krsnaa Diagnostics reported FY26 revenue of ₹7,728 Mn (up 8% YoY) and PAT of ₹1,013 Mn (up 31% YoY). Strategy focuses on PPP model and aggressive retail expansion.
Tinna Rubber delivers record FY26 processing volumes with strong 17% EBITDA margins, pivoting towards higher-value polymer compounding and global expansion.
Marushika Technology Limited reports a strong FY26, beating internal projections through aggressive execution in high-margin sectors like data centers and defense autotech.
Positron Energy reported strong FY26 performance with ₹442 cr revenue and ₹20 cr PAT, driven by H2 volume growth in its gas aggregation business.
SEDEMAC reported strong FY26 performance with revenue crossing INR 1,000 Cr, driven by sensorless ISG technology for 2W/3W and generator controllers.
Entero delivered strong FY26 performance meeting all guidance parameters. Revenue grew 29.3% to ₹6,591 Cr with EBITDA margins expanding to 4.0%, driven by organic growth and 7 strategic acquisitions.
Travel Food Services (TFS) delivered strong FY26 results with system-wide sales of ₹32,144Mn and 21.5% adjusted PAT growth. Strategic expansion into greenfield airports like Noida and Navi Mumbai continues.
Saksoft crossed ₹1,000Cr revenue milestone in FY26, focusing on AI-led transformation and digital engineering. Operating EBITDA margin improved to 18.57% for the full year.
KEC International delivered record FY26 revenue of ₹23,506 Cr (8% growth) and 18% Operating PAT growth. Strategy focuses on T&D momentum and Civil expansion into new segments like Semiconductors.
Captain Polyplast delivered record quarterly revenue, yet EBITDA margins contracted due to raw material price volatility, highlighting a reliance on government-linked irrigation and solar pump schemes.
Zensar reported FY26 revenue of $643.7M (+3.1% YoY) with a PAT margin of 13.5%. The company is pivoting toward an 'AI-Native' strategy for FY27 growth.
Viceroy Hotels delivered strong revenue and EBITDA growth for Q4 FY26, largely driven by the acquisition of Marriott Executive Apartments Hyderabad. Management is focused on heavy capex for room renovations to improve long-term ADR and margins.
HLE Glascoat delivered 31.7% FY26 revenue growth driven by acquisitions, but margins were significantly squeezed by losses at the newly acquired Thaletec and Omeras units in Germany.
Amara Raja reports FY26 consolidated revenue of ₹138,140 Mn, up 7.5% YoY, focusing on lead-acid leadership and a ₹95 Bn 'Giga Corridor' expansion.
Shriram Properties reports strong 9M FY26 momentum with ₹787 Cr operating inflows and outlines 'Mission 1-2-3-4' targets for FY28.
Amara Raja delivered Q4FY26 revenue of ₹35,357 Mn (up 15.5% YoY) with consolidated FY26 revenue hitting ₹1,38,140 Mn. Strategy focuses on Lead-Acid dominance and aggressive New Energy Giga-factory scaling.
Lumax Group achieved ₹10,045 crores sales in FY2025, operating 42 facilities across 18 entities as a major automotive lighting and component supplier.
Anupam Rasayan delivered record FY26 revenue of ₹2,384cr, driven by aggressive acquisitions (J-Hock, Bliss GVS) and a pivot from agrochemicals to high-margin pharma and polymer segments.
Lumax Group reports significant scale reaching INR 10,045 crores turnover in FY2025, operating 42 facilities with a strong focus on lighting and mechatronics.
Sudarshan reported strong Q4 FY26 performance following its Heubach acquisition integration, achieving ₹2,790cr consolidated revenue. Growth was driven by volume recovery in Europe/India and inventory reduction.
Uniparts delivered strong Q4FY26 results with 31% YoY revenue growth and 124% PAT growth, outperforming prior guidance through recovery in global agriculture and construction cycles.
RPG Life Sciences reports 8.3% YoY revenue growth to ₹707.5 cr in FY26, driven by domestic formulations outperforming the market by 1.6x.
TVS Supply Chain Solutions delivered a turnaround FY26, crossing INR 11,000 Cr revenue with a PAT of INR 117 Cr. Focus remains on margin expansion and technology integration.
BLS International delivered record FY26 performance with Revenue/EBITDA/PAT growth of 37%/30%/34% YoY, driven by higher visa application volumes and a shift to a self-managed business model.
Chemplast Sanmar reported FY26 consolidated revenue of ₹4,224 Cr and EBITDA of ₹198 Cr, facing severe headwinds in the Suspension PVC segment while Speciality Chemicals showed resilience.