Heritage Foods Earnings Call: Key Takeaways
Heritage Foods reported FY26 revenue of ₹45,260 Mn (up 9% YoY) despite severe milk shortages and inflation. Strategy focuses on expanding value-added products (VAP) and ice cream capacity.
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Heritage Foods reported FY26 revenue of ₹45,260 Mn (up 9% YoY) despite severe milk shortages and inflation. Strategy focuses on expanding value-added products (VAP) and ice cream capacity.
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Onward Technologies delivered record FY26 performance, transitioning from a mechanical to a digital AI-led engineering services model with double-digit growth.
Sonata Software navigates a leadership transition and macro headwinds while pivoting heavily toward AI-led services, which now account for 18% of their total order book.
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PB Fintech achieved FY26 profitability with ₹670 Cr PAT and ₹6,794 Cr revenue, scaling its insurance and lending marketplaces significantly.
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NRB Bearings delivered a strong FY26 with 77% PAT growth, driven by volume growth and operational efficiencies despite global supply chain volatility.
IHCL delivered record FY26 results with consolidated PAT crossing ₹2,000 crore for the first time. Management is pivoting toward a capital-light model with 93% of the pipeline under management or asset-light formats.
Anant Raj Ltd delivered strong FY26 results with Revenue up 22% and PAT up 31% YoY, driven by luxury residential project momentum and scaling of Data Center capacity.
VTL achieved 30% revenue growth in FY26, reaching ₹4,607 Mn. Strategy centers on tripling CRGO capacity to 36,000 MTPA and diversifying into radiators and copper conductors.
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Poonawalla Fincorp achieved a significant inflection in Q4FY26, reporting a 70% sequential PAT growth and a 69.4% YoY AUM increase to ₹60,348 crores.
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Manorama Industries delivered record FY26 performance with 76.1% revenue growth, driven by specialty fat demand and capacity expansion. Management outlined a ₹460Cr capex plan for further integration.
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CORONA Remedies reported 17.3% FY26 revenue growth to ₹1,403.2 Cr, driven by chronic therapy focus and strategic acquisitions like Wokadine. Company maintain's 20.9% EBITDA margins.
Syrma SGS delivered a strong FY26 with 27% revenue growth and 87% PAT growth, driven by significant margin expansion across all business segments.
Heritage Foods delivered resilient FY26 revenue growth of 9% YoY to ₹45,260 Mn despite severe milk shortages and inflation. Focus remains on expanding value-added products and digital operations.