Vibhor Steel Tubes Earnings Call: Key Takeaways
Vibhor Steel Tubes reported FY26 revenue of ₹1149.35 Cr with EBITDA of ₹46.40 Cr. The company is pivoting toward value-added products like transmission towers and crash barriers.
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Vibhor Steel Tubes reported FY26 revenue of ₹1149.35 Cr with EBITDA of ₹46.40 Cr. The company is pivoting toward value-added products like transmission towers and crash barriers.
20 Microns reported Q4 FY26 revenue of ₹2,610.6Mn (up 14.8% YoY) and PAT of ₹175.9Mn (up 15.6% YoY). Strategy focuses on shifting towards high-value specialty minerals and capacity expansion.
Marushika Technology Limited reported strong FY26 performance with 36.6% revenue growth and 42.5% PAT growth, driven by IT infrastructure and defense auto-tech expansion.
Brandman Retail reported FY26 revenue of ₹162 Cr with a 15.55% PAT margin, transitioning from B2B toward a higher-margin Pan-India retail/omnichannel model.
Takyon Networks H2 FY26 revenue was ₹2,896.95 Lakhs, impacted by supply chain crises. Management prioritized capital preservation and margin integrity over low-margin volume during hyper-inflation.
Oil India FY26 consolidated revenue reached ₹38,981 Cr with PAT of ₹7,551 Cr. Strategy shifts toward 'Integrated Energy' targeting Net Zero by 2040.
Dodla Dairy reported record Q4 FY26 revenue of INR 1,074 cr (up 18% YoY) despite margin pressure from high procurement costs. Strategy focuses on VAP expansion and scaling Africa operations.
MMP Industries reported record FY26 revenue of ₹824 Cr (up 19% YoY) with EBITDA at ₹66 Cr. Growth was led by Aluminum Powders and Foils segments despite fire-related disruptions at the Umred facility.
Vikran Engineering reports record FY26 revenue of ₹1,249.3 Cr, up 36.4% YoY. Strategy shifts toward an integrated renewable energy platform via NOPL Solar acquisition.
VA Tech Wabag delivered strong FY26 results with ₹39.4Bn revenue, focused on asset-light EPC and O&M across India, Middle East, and Africa.
Bosch Limited reports Q4 FY26 revenue of INR 55,657 million (up 13.3% YoY) and PAT of INR 27,702 million (up 37.6% YoY), driven by mobility segments and divestment gains.
LMW reported FY26 consolidated revenue of ₹3,353 cr (up 7%) and profit of ₹195 cr (up 29%). Growth was driven by the Machine Tool and ATC divisions.
Faze Three delivered record Q4FY26 revenue of ₹280 Cr and EBIDTA of ₹37 Cr. Strategy focuses on high-capacity utilization and structural tailwinds like 'China+1'.
Aelea Commodities delivered stellar FY26 performance with Revenue at ₹38,150.41 Lakhs and PAT surging to ₹2,131.52 Lakhs, driven by capacity expansion and focus on high-margin value-added cashew products.
Yatra Online reported its most profitable year in FY26, with revenue growing 27.2% YoY to INR 10,065 Mn and PAT up 28.1% to INR 468 Mn, driven by corporate travel leadership.
Zydus delivered strong Q4 FY26 results with 16% YoY revenue growth and record 33.7% EBITDA margins, driven by US specialty and India branded formulations.
Belrise reported strong FY26 performance with 15% revenue growth to ₹95,091 Mn and 41% Adjusted PAT growth. Strategy focuses on Aerospace/Defense diversification and high-tensile 4W components.
Ellenbarrie delivered 9% YoY revenue growth (₹3,416 mn) and 25% PAT growth (₹1,044 mn) in FY26. Performance driven by core gases segment while project engineering declined.
Prostarm FY26 revenue reached ₹3,858 Mn with 12% EBITDA margins. The company is transitioning from power conditioning to high-growth BESS manufacturing with significant capacity expansion.
Menon Bearings reported a landmark FY26 with consolidated income of ₹300Cr+ and PAT growth of 53.4%. Management targets ₹500Cr revenue by FY28 via export expansion and new high-value product lines.
All Time Plastics reported FY26 revenue of ₹610.4 Cr (up 9.4% YoY) with PAT at ₹35.6 Cr. Strategy focuses on B2B white-label exports and bamboo diversification.
Garware Technical Fibres maintains a debt-free status with an AA+ rating, focusing on value-added solutions in aquaculture, sports, and geosynthetics.
India Pesticides Ltd (IPL) crossed ₹1,000cr revenue milestone in FY26, driven by strong domestic demand and operational efficiencies. Management remains focused on backward integration and capacity expansion.
TVS Electronics reported FY26 revenue of ₹4,552 Mn (+5.7% YoY) and PAT of ₹13 Mn. The strategy focuses on EMS expansion and 'Make in India' IT peripherals.
Excel Industries reports FY26 revenue of ₹1,094 Cr (+12% YoY) and PAT of ₹73 Cr. Focus remains on phosphorus derivatives, biocides, and operationalizing the new R&D center.
Whirlpool of India achieved record March shipments but remains structurally squeezed by regulatory up-charges and aggressive competitive pricing, masking its volume recovery.
Rishabh Instruments reported a strong FY26 with consolidated EBITDA at ₹126cr, doubling YoY, and an adjusted EBITDA of ₹136cr. Strategic focus remains on product mix, operational efficiency, and expanding high-margin electronics segments.
Studds Accessories reported strong FY26 performance with 8.6% revenue growth and 18.7% PAT growth, driven by premiumisation, export expansion, and high capacity utilization.
Aarti Drugs reported Q4 FY26 revenue of ₹721.1 Cr (up 6% YoY) with EBITDA margins at 13.4%. Management is transitioning from investment to an operational scale-up phase despite geopolitical headwinds.
Dollar Industries delivered robust performance in FY26 with 10% revenue growth and 18% PAT growth, driven by volume increases and premium segment expansion.