Mayur Uniquoters Earnings Call: Key Takeaways
Mayur Uniquoters reported strong Q4 FY26 results with standalone revenue up 22% and PAT up 73% YoY, driven by high-value export growth and improved operating efficiency.
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Mayur Uniquoters reported strong Q4 FY26 results with standalone revenue up 22% and PAT up 73% YoY, driven by high-value export growth and improved operating efficiency.
Viaz Tyres reported FY26 consolidated revenue of ₹10,834 lakhs, up 89.2% YoY, and PAT of ₹527 lakhs, up 58% YoY. Strategy focuses on expanding from butyl tubes into tyre manufacturing.
S D Retail (Sweet Dreams) reported FY26 revenue of ₹195.97 Cr (up 13.25%) and PAT of ₹9.78 Cr. Strategy focuses on aggressive EBO expansion and omnichannel growth in the sleepwear category.
Greenlam achieved record annual revenue of ₹3046.1cr in FY26. Q4FY26 revenue grew 25.8% YoY to ₹857.7cr, driven by broad-based momentum across domestic and international segments.
Quick Heal is undergoing a painful structural pivot from consumer antivirus to enterprise cybersecurity, resulting in stagnant revenue and its worst-ever quarterly profitability with a ₹11 crore net loss.
FY26 revenue surged 50% to ₹549cr despite volatile raw material prices impacting CRGO margins. Strategy shifts towards EPC and transformer segments for higher scale.
Tinna Rubber reported robust FY26 performance with 8% consolidated revenue growth and significant margin expansion (EBITDA +206 bps). Strategy focuses on high-value products like MRP/RR and global expansion in Oman, South Africa, and Saudi Arabia.
Neochem Bio Solutions delivered a strong FY26 with 32% revenue growth and 53% EBITDA expansion, driven by a strategic pivot from white-label manufacturing to its own higher-margin specialty brand.
Associated Alcohols reported a transition to proprietary IMFL brands, achieving highest ever 22% segment EBITDA margins despite flattish overall revenue.
Yatra reported record annual profit despite macro headwinds. FY26 Revenue at INR 10,065 Mn (+27.2% YoY) with PAT at INR 468 Mn (+28.1% YoY).
BASF Group Q1 2026 report shows sales at €16.0 billion (-3.0% YoY) and EBITDA before special items at €2.4 billion (-5.6% YoY). Strategic focus on Zhanjiang Verbund site commissioning and divestiture of coatings business.
Monte Carlo reported strong Q4 FY26 performance with 36% revenue growth, achieving full-year guidance. Strategy focuses on summer wear expansion and new renewable energy projects.
S&S Power reports strong FY26 performance with 43% YoY revenue growth and turnaround to profitability. Strategy focuses on 765kV technology, global expansion, and operational excellence.
TCC Concept transitioned to a tech-led ecosystem with FY26 revenue of ₹1,794 Mn (+116% YoY) and ~69% EBITDA margins, driven by the strategic acquisition of ~98.98% stake in Pepperfry.
Excelsoft Technologies (FY26) reported revenue of ₹2,725 Mn (up 16.8% YoY) and PAT of ₹434 Mn (up 25% YoY). Focus remains on vertical SaaS and AI integration across learning and assessment platforms.
TechD Cybersecurity reports record FY26 performance with ₹51.81Cr revenue and transitioning from an MSSP model to an AI-native product/platform company (TECHD ONE).
Crest Ventures Limited, a diversified NBFC, reported Q4FY26 results focusing on its Real Estate and Financial Services verticals. Consolidated net worth stands at ~₹1307 cr with a conservative 0.21 debt/equity ratio.
Concord Enviro reported FY26 revenue of INR 5,578.56 Mn, a 6.2% YoY decline, with EBITDA margins contracting to 6.6% due to supply chain disruptions and project delays.
Sharda Motor delivered solid 20% annual revenue growth, pivoting aggressively from traditional emission systems toward a 14% market share in lightweight suspension components.
Ganesh Consumer Products reported FY26 revenue of ₹8,714M (+2.5% YoY) and PAT of ₹424M (+19.6% YoY). Strategy focuses on expanding B2C reach beyond West Bengal and scaling high-margin value-added segments.
NGL Fine-Chem delivered strong FY26 performance with revenue up 36% to ₹501cr and PAT up 127% to ₹48cr, driven by volume growth in the animal health segment.
Hindalco delivered solid EBITDA growth despite exceptional items from the Oswego fire. Management remains focused on aggressive capex and cost-efficiency as primary growth drivers.
Eicher Motors reported record Q3 results with 23% revenue growth and 30% EBITDA expansion, driven by strong Royal Enfield volumes and VECV recovery.
Eicher Motors reported record Q3 FY26 performance with 23% revenue growth and 30% EBITDA growth. Management announced a major capacity expansion for Royal Enfield to 20 lakh units annually.
Narayana Health reported strong FY26 performance with consolidated revenue reaching ₹78,960 Mn (up 44% YoY) and EBITDA of ₹17,169 Mn (margin 21.7%). The company continues its expansion into the UK and Cayman Islands.
Minda Corp delivered record Q4 performance, surpassing analyst expectations with a 29% revenue jump. Management is pivotally shifting focus towards passenger vehicle electronics and high-growth EV components through strategic JVs.
Viceroy Hotels delivered strong FY26 performance with 6.3% revenue growth and 20.6% EBITDA growth, following its acquisition and CIRP resolution.
Sun Pharma delivered strong FY26 growth led by specialty medicines and India market share gains, despite US generic competition and regulatory headwinds.
Deccan Gold Mines reports its first-ever revenue and profit in Q4 FY26, driven by trial production at the Jonnagiri gold project and interest income from associates.
Blue Water Logistics reported a landmark FY26 with revenue nearly doubling to ₹386 Cr. The company is pivoting towards an asset-backed model and expanding into Air Freight and international corridors.