Aadhar Housing Finance Earnings Call: Key Takeaways
Aadhar Housing Finance delivered a strong FY26 with AUM crossing ₹30,000 Cr milestone and PAT reaching ₹1,108 Cr. Management maintains a focus on the low-income affordable housing segment.
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Aadhar Housing Finance delivered a strong FY26 with AUM crossing ₹30,000 Cr milestone and PAT reaching ₹1,108 Cr. Management maintains a focus on the low-income affordable housing segment.
CCL Products reported strong FY26 results with 43% annual revenue growth and 25% PAT growth, driven by volume and high coffee prices.
Manaksia Coated Metals delivered record FY26 results with a strategic shift toward high-value alu-zinc and pre-painted products, crossing INR 896 crore revenue.
Nava delivered a strong profit beat driven by high plant availability in Zambia, though domestic power segments face pricing headwinds.
JTL delivered record volumes driven by Mangaon facility ramp-up, yet EBITDA margins remain sensitive to raw material volatility and discounting for new product penetration.
Shakti Pumps delivered record revenue in FY26 driven by solar pump installations, but faced severe margin contraction from 24% to 10% due to rising raw material costs and lower-margin government contracts.
GNG Electronics delivered record FY26 performance with 34% revenue growth and 91% PAT growth, driven by a structural shift toward refurbished PCs and strategic inventory positioning.
Nath Bio-Genes reported FY26 revenue of ₹4,316M (up 19% YoY) with an EBITDA of ₹525M. Management is diversifying into non-cotton, non-paddy segments (NCD) and international markets like Uzbekistan.
Aeroflex reported record FY26 results with 17% revenue growth and 26% EBITDA growth. Strategy centers on high-margin liquid cooling skids for AI data centers.
Sheela Foam Q3FY26 results highlight successful Kurlon integration with consolidated revenue up 7% YoY and PAT jumping 3x to ₹53cr. Management targets 15% growth and 15% margins long-term.
BMW Industries reported record Q4 FY26 profits with a 27.5% EBITDA margin. Strategy shifts toward high-value downstream products at Bokaro plant to drive growth.
Garware Hi-Tech Films reported record FY26 performance with ₹2,120cr revenue and ₹338cr PAT. Q4 margins expanded to 26.2% driven by operating leverage and a stronger product mix in specialty films.
CL Educate transitions from a pure test-prep player to a high-margin digital assessments powerhouse through the strategic acquisition of NSEIT's DEX business.
SW Pinnacle reported landmark FY26 results with highest-ever annual performance. Strategy focuses on diversifying into private sector projects and international mining JVs in Oman.
Manappuram Finance Q4 FY26 revenue reached ₹2,614cr (up 11% QoQ) and PAT ₹405cr. Strategy focuses on gold loan dominance while cautiously stabilizing microfinance (Asirvad) and vehicle finance portfolios.
JSW Energy reported record FY26 performance with 57% revenue growth and 81% EBITDA growth, driven by 2.6 GW capacity additions and the integration of KSK and O2 assets.
PNGS Reva (FY26) reported ₹4,390 Mn revenue, 70% YoY growth, and ₹647 Mn PAT. Management is scaling through an asset-light, two-format model (SIS and EBO) across India.
Redington delivered record revenue of ₹30,959cr, yet profitability lags growth as margins were diluted by the mix shift towards India and competitive pressure in Turkey.
JSW Energy reported record Q4 performance with EBITDA growing 72% YoY to ₹2,602 Cr and PAT up 38% to ₹574 Cr, driven by significant capacity additions in thermal and renewable segments.
Exide delivered record Q4 FY26 revenue with 9.4% YoY growth, driven by strong auto OEM and solar segments while pivoting towards lithium-ion cell manufacturing.
Affle delivered consistent high-double-digit growth in FY26, leveraging its AI-powered CPCU model to navigate macro headwinds while aggressive investment in verticalization temporarily pressured gross margins.
Escorts Kubota delivered record FY26 revenue of ₹11,472.8 cr, up 12.6%, and 24.4% PAT growth to ₹1,380.9 cr.
MCX reported a dominant performance for FY26 with consolidated operating revenue doubling to ₹2,302 Cr and PAT crossing ₹1,300 Cr, driven by exponential growth in Options ADT (+146% YoY).
Mold-Tek Packaging Limited reported strong FY26 performance with 13.48% revenue growth and 20.35% PAT growth, driven by IML adoption and pharma expansion.
KRM Ayurveda reported FY26 revenue of ₹101.69cr (up 32.8%) and PAT of ₹20.12cr (up 79.4%) following its NSE listing. Strategy shifts toward high-margin services.
Artemis Medicare delivered a solid FY26 with 15.4% revenue growth, driven by core specialties and improved case mix. Management is aggressively expanding bed capacity from 800 to 2,000 by 2029.
Westlife Foodworld reported steady Q4 FY26 performance with 9% YoY revenue growth and 1.5% SSG, driven by mid-single-digit guest count growth and everyday value focus.
JTL delivered record FY26 performance with revenue of ₹21,364 Mn and PAT of ₹1,031 Mn, driven by volume growth and a shift towards value-added DFT and galvanized products.
JTL delivered record results in FY26 with revenue at ₹21,364 Mn and PAT of ₹1,031 Mn. The firm is transitioning towards high-margin value-added products like DFT pipes.
RKFL ended FY26 with strong top-line growth driven by domestic momentum and railway expansion (7.5% revenue share). Consolidated revenue grew 28% YoY in Q4.