Laurus Labs Earnings Call: Key Takeaways
Laurus Labs delivered a robust 23% revenue growth in FY26, pivotally shifting its mix toward CDMO which now accounts for 30% of sales while maintaining ARV leadership.
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Laurus Labs delivered a robust 23% revenue growth in FY26, pivotally shifting its mix toward CDMO which now accounts for 30% of sales while maintaining ARV leadership.
Tata Consumer Products reported robust Q3FY26 performance with 15% revenue growth and 26% EBITDA growth. Strategic focus remains on 'Growth' businesses and GTM transformation.
Update call on PLA project and capital raising initiatives following Board approval on April 23, 2026. Company is diversifying into bioplastics and value-added by-products.
Mphasis reports strong FY26 performance led by high-growth AI-first strategies and BFSI recovery, despite logistical headwinds.
ideaForge reports a turnaround FY26 with Q4 revenue reaching a record INR 1,410.4 Mn and positive annual EBITDA. Management focuses on combat UAV development and international expansion.
EMA Partners India reported FY26 consolidated revenue of ₹87cr, up 18% YoY. Core executive search remains highly profitable, supporting investments in new loss-making verticals like James Douglas and MyRCloud.
ideaForge reports a turnaround FY26 with Q4 revenue of ₹1,410.4 Mn, achieving positive PAT for the quarter and positive EBITDA for the full year, driven by defense execution.
IndiaMART reports 12% revenue growth while aggressively experimenting with paid buyer-side advertising to counter stagnant supplier growth and high monthly churn.
Kajaria reported strong Q4 FY26 volume growth of 11%, benefiting significantly from a temporary shutdown of competitor plants in Morbi.
Go Fashion is undergoing a painful store-format transition as smaller EBOs struggle to display expanded product ranges, leading to negative SSSG.
IDFC FIRST Bank reported Q4 FY26 PAT of ₹319cr (impacted by one-off fraud loss of ₹480cr post-tax). Adjusted PAT was ₹746cr, up 145% YoY, focusing on scaling deposits and stabilizing margins.
Cholamandalam reported strong FY26 performance with PAT growing 23% to ₹5,220 Cr and AUM crossing ₹2.42 lakh Cr. Strategy focuses on a diversified product mix across auto, MSME, and consumer ecosystems.
Aurum PropTech achieved structural profitability in Q4 FY26, crossing INR 500cr ARR. The company is pivoting to an 'AI-first' ecosystem and transitioning to a debt-free status.
Cholamandalam delivered record performance for FY26 with Assets Under Management (AUM) crossing ₹2.42 lakh Cr, driven by strong growth in Vehicle Finance and newer business segments.
Panache Digilife delivered strong FY26 results with Revenue at ₹24,297.68 lakhs and PAT at ₹1,653.93 lakhs, driven by the Dual-Engine Growth Model.
Aster DM delivered 18% YoY revenue growth in Q4FY26 reaching ₹1,182 Cr. Post-merger with QCIL, the combined proforma revenue hit ₹2,361 Cr with a focus on bed capacity expansion and operational efficiencies.
Aster DM Healthcare reported Q4FY26 revenue of ₹1,182 Cr (up 18%) and Operating EBITDA of ₹244 Cr (up 26%). Strategy focuses on merger with QCIL and major bed capacity expansion.
Supreme Petrochem reported Q4 FY26 standalone revenue of ₹1,587 crores (+3% YoY) and PAT of ₹168 crores with 10.59% margins. Management highlighted operational recovery and commissioning of EPS Phase-II expansion.
Newgen Software delivered resilient FY26 results with 6% revenue growth, shifting heavily toward predictable subscription and SaaS models despite geopolitical headwinds in India and EMEA markets.
Embassy REIT delivered strong FY26 results with 13% revenue and 15% NOI growth, meeting guidance. Strategy focuses on expanding the 43.5 msf portfolio and scaling GCC-led leasing.
Motilal Oswal Financial Services reported strong operational growth in asset and wealth management businesses, despite market-to-market hits on their treasury book.
Bansal Wire delivered record annual volumes despite a volatile Q4 disrupted by geopolitical tensions and industrial gas supply cuts.
TMB reported a strong Q4 FY26 with net profit rising 28% YoY to ₹373.65cr. Strategy focuses on CASA growth and MSME expansion while maintaining high asset quality.
Lodha achieved record FY26 presales of ₹205B and 20% PAT margin. Strategy focuses on deleveraging, expanding annuity income, and entering the NCR market.
Acutaas Chemicals delivered strong performance in Q4 FY26, with revenue up 40% and PAT doubling, driven by the high-margin CDMO business and specialty chemicals recovery despite supply chain disruptions.
Smartworks transitioned to a 'compounding phase' in Q3FY26, hitting record revenue and EBITDA while turning PAT positive under IndAS.
MHRIL reported Q4 FY26 standalone total income of ₹407cr with EBITDA margins expanding 180bps to 34.9%. Management highlighted a record 900 keys added in FY26 and the launch of the 'Keystone' product portfolio.
Central Bank of India's FY26 results show a 'Year of Business Acceleration' with total business crossing ₹8.12 lakh Cr. Focus remains on RAM segments and CASA optimization.
Dhruva Capital is pivoting from a legacy NBFC to an AI-driven fintech. Launching 'NeoMoney' platform for digital small-ticket lending (₹500-₹5,000) targeting underserved Indian markets.
WSSL delivered strong FY26 performance with 21% revenue growth and 52% operating EBITDA surge. Company is shifting towards high-value specialty grades and tubular products.