IRIS Clothings Earnings Call: Key Takeaways
Iris Clothings delivered strong FY26 revenue growth of 30.5% but faced margin compression from 19.3% to 15.4% due to low-margin product expansion and D2C launch costs.
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Iris Clothings delivered strong FY26 revenue growth of 30.5% but faced margin compression from 19.3% to 15.4% due to low-margin product expansion and D2C launch costs.
Expo Engineering delivered Q4 FY26 revenue of ₹17.46cr and EBITDA of ₹0.88cr, focusing on heavy engineering and process plant equipment for the oil & gas sector.
Sutlej Textiles reported Q4 FY26 as its best quarter with 5.3% EBITDA margins despite a 3% annual revenue decline. Management is pivoting toward value-added yarns and technical textiles for margin recovery.
Capillary Technologies reported Q4 FY26 revenue of ₹191cr and annual revenue of ₹734cr, driven by AI-powered loyalty solutions and M&A integrations.
Aurionpro reports FY26 revenue of ₹1,411 Cr, up 20% YoY, with 20% EBITDA margin. Focus remains on IP-led products in Banking, Fintech, and Transit solutions.
Jaro Education reports steady Q4 FY26 performance with Total Income of ₹8,184 Lakhs. Strategy focuses on expanding high-margin degree programs and marquee institutional partnerships.
Keystone Realtors delivered record FY26 pre-sales of ₹40.22 Bn, meeting all operational guidance. Strategy focuses on high-margin Mumbai redevelopment and asset-light growth.
Harsha Engineers reported consolidated revenue growth of 27% for Q4 FY26, driven by a strong solar segment performance and 15.7% engineering growth.
This was an operational reset quarter following Torrent Pharma's acquisition, marked by intentional portfolio pruning and alignment of trade practices with the new parent entity.
JB Pharma underwent an operational reset in Q4 FY26 following the Torrent Pharma acquisition. Revenue dipped 5% to ₹904cr due to the discontinuation of low-margin trade generics and distribution realignment.
NIIT Learning Systems (NLSL) reports strong FY26 growth, acquiring SweetRush Inc to boost AI-enabled learning offerings which now contribute 13% of revenue.
Iris Clothings (DOREME) reported robust FY26 growth, transitioning to a direct-to-consumer model with Disney licensing and pan-India retail expansion.
IndiaMart delivered steady revenue growth but faces persistent churn issues in its monthly subscriber segment, while diversifying through strategic investments and digital marketing experiments.
Heritage Foods delivered resilient 10% revenue growth despite a brutal milk supply environment and record procurement inflation impacting margins.
Pelatro delivered record FY26 results with 61% revenue growth driven by the STL acquisition and strong organic momentum. Management is pivoting towards AI integration to drive future non-linear growth and margin expansion.
AAVAS Financiers reports Q4FY26 PAT of ₹1.82 billion (up 18% Y-o-Y) with AUM reaching ₹234.5 billion. New CEO Manu Singh emphasizes 20%+ AUM growth and high-teens ROE targets.
Vascon Engineers FY26 revenue reached ₹948.5cr with ₹48.9cr Consolidated PAT. Strategy focuses on EPC order book growth and Real Estate debt optimization.
Gallantt Ispat reported FY26 revenue of ₹4,418.92cr and PAT of ₹484.27cr (10.8% margin). The company is transitioning from consolidation to a major growth phase via integrated capacity expansions.
Shri Gang reports FY26 revenue of ₹366 Cr and PAT of ₹19 Cr. Strategy focused on premiumizing with Diageo and expanding capacity.
Fabtech Technologies reported H2FY26 consolidated revenue of ₹221.72cr (up 46.9% YoY) and PAT of ₹15.82cr (up 19%). The company is pivoting from life sciences to high-growth non-pharma sectors like solar and data centers.
M&B Engineering reports record FY26 performance with ₹1,260 cr revenue (up 27% YoY) driven by its Phenix PEB division and scaling Proflex roofing solutions.
Patil Automation Limited reported FY26 consolidated revenue of ₹172.79 Cr and PAT of ₹17.78 Cr. The company is scaling operations through new facilities in Faridabad and Pune.
Lenskart delivered a landmark Q3 FY26, surpassing 20% EBITDA margins for the first time while maintaining 37% revenue growth.
Sambhv Steel Tubes is a backward-integrated manufacturer in Chhattisgarh expanding into high-value stainless steel and galvanized products. Strategy focuses on full value chain control from raw materials to finished tubes.
Alldigi Tech reported FY26 revenue of ₹598.7Cr (up 9.6% YoY) and EBITDA of ₹162Cr (up 25% YoY). Strategy focuses on international expansion and AI infusion.
Krystal Integrated Services reported Q4 FY26 results with a focus on margin-accretive corporate contracts and diversification into waste management and smart lighting through the Citelum acquisition.
Park Medi World delivered record FY26 performance with 21% YoY revenue growth and 27% PAT growth, driven by expansion to 16 hospitals and 3,960 beds.
MobiKwik reported Q4FY26 PAT of ₹44 Mn, marking two consecutive profitable quarters. Strategy shifts from volume to high-margin core segments (Lending, Payments) to fund new growth engines.
SRG Housing Finance achieved a major milestone with AUM crossing INR 10,000 Mn in FY26, driven by deep rural penetration and a robust 36% AUM CAGR over 12 years.
Thermax management is optimistic about international growth and data center cooling despite domestic project delays and margin pressure in the chemical segment due to underutilized capacity.