Navkar Corporation Earnings Call: Key Takeaways
JSW Infrastructure (holding Navkar Corp) reports FY26 revenue of ₹5,361cr (+20% YoY) and EBITDA of ₹2,604cr (+15% YoY).
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JSW Infrastructure (holding Navkar Corp) reports FY26 revenue of ₹5,361cr (+20% YoY) and EBITDA of ₹2,604cr (+15% YoY).
Oberoi Realty delivers a high-velocity Q4 FY26, leveraging aggressive business development and robust occupancy in commercial assets to mask rising input costs.
Highest ever quarterly revenue in Q4FY26 with 18% growth and 27% EBITDA margins. Company initiating comprehensive organizational transformation for next growth phase.
Aditya Birla Lifestyle Brands delivered strong Q4 FY26 results with 12% revenue growth and 14% EBITDA growth, following its independent listing.
IIFL Capital Services reported FY26 consolidated operational revenue of ₹2,439 cr (flat YoY) and Q4FY26 revenue of ₹644 cr (up 20% YoY). Strategy focuses on expanding wealth management and alternative assets.
Lloyds Metals delivered record Q4FY26 results with a 310% jump in income and major capacity expansions in iron ore, pellets, and copper.
DB Corp reported resilient Q4 results with 6% ad revenue growth, though newsprint cost inflation remains a looming concern for margins.
Mold-Tek Packaging is diversifying into pharma and food packaging while navigating stagnant lubricant segment performance through consolidation and margin expansion.
Paisalo Digital reported record quarterly PAT of ₹663 mn (+6% YoY) and highest ever AUM of ₹55,082 mn (+16% YoY) for Q3 FY26, driven by AI-led expansion and strong asset quality.
JSW Infrastructure reported strong FY26 performance with 20% revenue growth to ₹5,361 crore and 15% EBITDA growth, focusing on massive capacity expansion to 400 MTPA by 2030.
IndiaMart delivered steady 12% revenue growth while aggressively experimenting with buyer-side advertising to address stagnant subscriber growth. Management is prioritizing product quality and lead intent over raw customer acquisition to curb churn.
PPAP Automotive reported FY26 consolidated revenue of ₹567.1cr (up 2.4%) with PAT of ₹43.2cr, bolstered by a ₹49.8cr exceptional gain from selling its PTI joint venture stake.
Apollo Pipes reported Q4 FY26 results, crossing 1 lakh tons annual volume despite PVC price volatility. Management outlined a 5-year plan for ₹5,000cr revenue by FY31.
Tara Chand reported record FY26 revenue of INR 2,848mn (up 14.9% YoY) and EBITDA margins expansion to 37.05%. Strategy focuses on high-capacity equipment rentals and specialized project services.
CSB Bank reported FY26 Net Profit of ₹633Cr (+7% YoY) and Q4FY26 Net Profit of ₹202Cr (+32% QoQ). Strategy focuses on 'Scale' phase of SBS 2030 vision.
Bharat Forge reported FY26 consolidated revenue of ₹16,812 Cr (up 11%) and EBITDA of ₹2,921 Cr (up 6%). Strategy shifts toward aerospace, defense, and industrial exports to offset North American CV headwinds.
Vedant Fashions hit a milestone with retail sales crossing ₹2,000 crores in FY26, though growth remains modest at 6.1%. Management is prioritizing store quality and SSG over aggressive footprint expansion.
Gravita reported steady performance with 9M FY26 Revenue, EBITDA, and PAT growing 9%, 15%, and 32% YoY respectively, despite some domestic capacity delays.
Management is prioritizing collections over growth as small-ticket loans face a 'behavioral crisis' and rising slippages. While NIMs are protected by lower borrowing costs, disbursements have been intentionally throttled to fix asset quality.
Birla Corporation focused on trade segments and premium products in Q3 FY26 despite regional pricing pressure and logistic hurdles. Strategy emphasizes maximizing clinker realization over non-trade volumes.
Shoppers Stop crossed ₹5,000cr departmental revenue in FY26, ending with a decade-high 4.7% LFL growth and 17% Beauty segment growth.
SCI delivered record profits in FY26, driven by high tanker rates and regional conflicts, though operational disruptions in the Strait of Hormuz created significant execution bottlenecks.
Emcure surpassed $1 billion in revenue in FY26, growing 16.6% YoY with 41% adjusted PAT growth, driven by strong international performance and domestic expansion.
Nitin Spinners achieved record quarterly revenue driven by improved yarn demand and pricing, despite geopolitical disruptions and volatile raw material costs.
Chola reported aggregate disbursements of INR 32,913 crores (25% YoY growth) for Q4 FY26, with AUM reaching INR 2,42,630 crores.
Utkarsh SFB reports a Q4 FY26 net loss of ₹188 crore, primarily driven by cleaning up legacy stress in its JLG microfinance portfolio.
Shree Cement reported Q4 FY26 domestic sales growth of 11% YoY. Strategy shifted from pricing stabilization to chasing volumes while maintaining profitability.
Brigade Enterprises reported FY26 consolidated revenue of ₹5,909 Cr (up 11%) and PAT of ₹725 Cr. The company is pivoting towards mid-segment projects with a 11.6 mn sqft launch pipeline for FY27.
Aarti Industries reported Q4 FY26 revenue of ₹2,422cr (+9% Y-o-Y) and EBITDA of ₹342cr (+29% Y-o-Y). Management focuses on asset utilization and long-term contracts despite geopolitical headwinds.
Punjab Chemicals delivered record FY26 revenue of ₹1,030cr (+14.4%) and PAT of ₹64cr (+64.3%), driven by stable volumes and a shift toward higher-margin growth phases in agrochemicals.