Infosys Earnings Call: Key Takeaways
Infosys reported FY26 revenue of $20bn with 3.1% CC growth and 21% operating margins. Management emphasized AI transformation via Topaz and Cobalt platforms.
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Infosys reported FY26 revenue of $20bn with 3.1% CC growth and 21% operating margins. Management emphasized AI transformation via Topaz and Cobalt platforms.
Coal India Limited reported FY26 consolidated Revenue of ₹1,68,400 Cr and PAT of ₹31,071 Cr. Management focused on diversification into solar, REE, and thermal power projects.
360 ONE WAM recorded its highest full-year PAT of ₹1,225 Cr (up 20.7%) in FY26. Strategy focuses on scaling HNI segments, integrating B&K Securities (360 ONE Capital), and leveraging AI for operational efficiency.
PML reported strong FY26 performance with Revenue up 16% to ₹4,423cr and EBITDA up 22% to ₹2,637cr, driven by retail consumption and office portfolio expansion.
AGI Greenpac reported solid Q4 FY26 results with consolidated revenue of ₹742 Cr, driven by the packaging products segment and expanding value-added product mix.
Mahindra Holidays achieved record inventory expansion and strong India profitability but was severely dragged down by its Finnish subsidiary, leading to a full write-off of the Mauritian holding entity.
Tamilnad Mercantile Bank (TMB) significantly outperformed its FY26 guidance across all key metrics, driven by aggressive gold loan growth and core business transformation despite rising industry-wide deposit challenges.
Management reports strong FY26 growth, beating annual disbursement guidance. However, rising prepayments and IT transformation costs remain near-term headwinds.
Piramal Finance achieved a significant milestone, surpassing its 1 lakh crore AUM target and reducing its legacy wholesale book to under 3%.
Jagsonpal Pharmaceuticals reported strong FY26 results with 7% revenue growth and 19% PAT growth. Strategy focuses on an asset-light model, high-margin Rx brands, and shareholder returns via buybacks and dividends.
CIE India reported Q1 CY26 consolidated sales of ₹25.4bn (up 16% YoY) with record absolute EBITDA of ₹4.3bn (16.9% margin). Strategy focuses on India capacity expansion and European market consolidation.
Himadri transitions from traditional chemicals to an integrated battery material platform, reporting record profitability while aggressively scaling anode and cathode capacities to leverage global supply chain shifts.
SBFC Finance delivered a steady FY26 with 29% AUM growth, managing to lower operating costs and cost of funds despite macro headwinds.
Bank of Maharashtra Q4 FY26 earnings transcript. Bank met or exceeded 18-19 guidance parameters, focusing on RAM growth and maintaining a high CASA ratio above 50% while improving asset quality.
Persistent Systems reported FY26 revenue of $1,654.4M (+17.4% YoY) and PAT of ₹18,651.2M (+33.2% YoY), driven by an AI-led, platform-driven engineering strategy.
Swiggy reported strong Q3 FY26 results with Food Delivery GOV up 20.5% and Instamart (Quick Commerce) GOV surging 103% YoY, driven by order value growth and network expansion.
Unicommerce delivered strong FY26 performance with 51.6% YoY revenue growth and achieved the 'Rule of 40'. Management is pivoting to an AI-first strategy across its multi-platform SaaS suite.
Supreme Industries delivered steady double-digit volume growth despite significant PVC resin price volatility and unseasonal rains affecting agri demand.
Sun Pharma scales into global specialty dominance by acquiring Organon for $11.75 billion. The deal pivots the portfolio toward high-margin Women's Health and Biosimilars while adding significant China footprint.
GSM Foils reported strong FY26 performance with 92.9% revenue growth and 95.9% EBITDA growth, driven by expansion and pharmaceutical packaging demand.
Piramal Finance crossed ₹1 lakh Cr AUM, achieving 25% YoY growth and ₹1,506 Cr PAT for FY26. Transitioned to a 97% growth-oriented book with 85% retail share.
Silkflex Polymers reports strong FY26 performance with Revenue at ₹11,020.3 Lacs and PAT at ₹1,215.4 Lacs, transitioning from trading to a manufacturing-led model.
LTTS reported FY26 revenue of $1,321 Mn (up 5% overall, 8.3% for continuing ops). Strategy centers on 'Lakshya 31' to hit $2B revenue by FY31 through 6 technology bets and AI-led Engineering Intelligence.
Bajaj Housing Finance delivered a strong FY26 with AUM crossing ₹1.40 Lakh Cr, up 23% YoY. PAT grew 18% to ₹2,560 Cr with steady asset quality (GNPA 0.27%).
Varun Beverages reported a robust Q1 CY26 with 18.1% revenue growth, driven by volume expansion across India and international markets despite inflationary raw material pressures.
AU Small Finance Bank delivered a strong FY26, transitioning toward a Universal Bank license. Strategy focuses on deposit granularity and tech-led growth through an agentic AI platform.
Piramal Finance crossed ₹1,01,230 Cr AUM (25% YoY) with FY26 Consol. PAT of ₹1,506 Cr (210% YoY). Transitioned to 85% retail mix.
TMB reported robust FY26 results with Net Profit of ₹1,337.55cr (up 13.1% YoY) and Net Interest Income of ₹2,527.27cr. Strategy focuses on RAM segment growth and digital transformation.
Sangam India reported record FY26 revenue of ₹3,200cr and doubled PAT to ₹83cr, driven by peak capacity utilization and operational efficiencies.
Cyient DLM reported Q4 FY26 revenue of ₹3,691M and EBITDA of ₹431M (11.7% margin). Management focuses on transitioning from a manufacturing partner to a value-adding strategic partner with a record order book.