Ester Industries Earnings Call: Key Takeaways
Ester Industries reported Q4 FY26 consolidated revenue of ₹345.1cr (up 7.2% YoY) and EBITDA of ₹43.3cr. Performance was driven by recovery in Polyester films and scaling rPET volumes.
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Ester Industries reported Q4 FY26 consolidated revenue of ₹345.1cr (up 7.2% YoY) and EBITDA of ₹43.3cr. Performance was driven by recovery in Polyester films and scaling rPET volumes.
Amagi delivered 29.5% FY26 revenue growth and turned PAT-positive. Strategy focuses on AI-led transformation via 'Amagi Intelligence' and 'NewsPulse' to drive operational efficiency.
SKF India reported FY26 revenue of 20.3 BINR, up 12.8% YoY, though Q4 PBT margins declined to 9.0% due to one-off costs and higher expenses.
AWL transitioning to an integrated Food & FMCG platform. FY26 Revenue at ₹74,730 Cr with 10Y CAGR of 15% and PAT at ₹1,045 Cr (34% CAGR).
Finkurve (Arvog) transitioned to a retail-first gold loan model, with AUM surpassing ₹1,000 Cr in Q4FY26. Strategy focuses on tech-led Tier 2/3 expansion.
KDDL delivered a record-breaking FY26 with 30%+ revenue growth, driven by Ethos and Eigen expansion. Management outperformed their own recovery promises despite international watch market headwinds and Chinese demand volatility.
Sansera Engineering delivered record FY26 performance with 16% revenue growth and 51% PAT growth, driven by massive 155% growth in the Aerospace & Defense (ADS) segment and successful diversification into non-auto sectors.
Carysil Limited delivered a strong FY26 with consolidated revenue growing 13.6% to ₹932 Cr and PAT after MI rising 54.1% to ₹98 Cr, driven by scaling kitchen hubs.
Akiko Global reported strong FY26 performance, transitioning from a traditional DSA to a fintech-led distribution platform with the scale-up of Akiko Pay.
TAC Infosec delivered 88% revenue growth in FY26, maintaining high EBITDA margins at 53.8% despite tax normalization and Web3 market softness. The company is pivoting toward a multi-engine platform model targeting $100M ARR by 2030.
Arvog transitioned to a retail gold loan focus, achieving a major milestone of ₹1,096 Cr AUM in Q4FY26, representing nearly 10x growth since FY23.
Management focused on a significant structural turnaround, achieving first-ever operating cash flow positivity despite lower Q4 volumes. High gross margins and aggressive Opex reduction defined the quarter's financial resilience.
EPACK Durable reported FY26 revenue of ₹18,945 Mn, a 12.7% YoY decline. Profitability was severely impacted by a one-time PLI reversal of ₹324 Mn, though non-AC segments saw robust growth.
Siyaram reports strong Q4FY26 with total income of ₹8,705 Mn, up 16% YoY. Strategy focuses on 'Siyaram 2.0' through new retail brands ZECODE and DEVO.
MedPlus FY26 revenue reached ₹68,925m, up 12.3% YoY. Strategy focuses on cluster-based expansion with 5,330 stores and increasing private label share.
ASK delivered strong double-digit growth, outperforming the two-wheeler industry despite significant aluminum price volatility and geopolitical headwinds.
Tata Motors PV reported Q4 FY26 revenue of ~Rs 105,000 Cr, up 7% YoY, driven by strong India growth despite JLR production losses earlier in the year.
Protean delivered robust FY26 performance with Revenue up 19% YoY to ₹998cr and Adj. PAT up 14% to ₹105cr. The company is diversifying into new sectors like Cloud and ONDC.
Shivalik delivered solid FY26 earnings driven by a shift toward high-margin engineered components and assemblies, particularly in smart metering and EV sectors.
Cosmo First completed a ₹1,200+ Cr capex cycle, transitioning from investment to value creation with focus on specialty films and non-film consumer segments.
Tata Steel delivered a resilient FY26 performance with consolidated EBITDA rising 35% YoY to ₹34,848 crores. Management focused on cost transformation, India-led growth, and UK/Netherlands restructuring.
Allcargo Logistics reported Q4 FY26 revenue of ₹514cr with 41% YoY EBITDA growth to ₹60cr. The company is focusing on integration-led efficiencies and shifting to an asset-light warehouse model.
Saatvik reports landmark FY26 performance with Revenue up 111% YoY and PAT up 64%. Strategy shifts towards backward integration and diversifying into energy storage and transformers.
Capacit'e reported FY26 revenue of ₹2,623cr and PAT of ₹193cr. Strategy focuses on high-rise residential and institutional EPC projects with a robust order book.
KRN reported strong FY26 performance with 38% consolidated revenue growth and 45% PAT growth. Management is aggressively expanding into Data Center and Bus AC segments using a new 6x capacity facility.
Viyash delivered a breakout FY26 with Q4 EBITDA crossing 200cr, marking a successful business integration.
Fine Organics delivered 3.2% annual revenue growth in FY26. Management is executing a global expansion strategy with new subsidiaries in the USA, UAE, and Thailand alongside a proposed acquisition in Malaysia.
ACE reported highest-ever quarterly revenue for Q4FY26. Strong focus on infrastructure and manufacturing sectors, with expanding margins driven by product mix and JV with KATO.
Bajaj Electricals delivered a modest Q4 performance, with strong lighting growth offset by a weak consumer products segment and seasonal demand disruption.
Bharti Airtel delivered a strong FY26 with consolidated revenue at ₹2,11,000 Cr and EBITDAaL of ₹1,08,000 Cr. Strategy focuses on portfolio premiumization, 5G, and scaling adjacencies like Data Centers and Financial Services.