Bajaj Finserv Investor Presentation: Key Takeaways
Bajaj Finserv reported a strong Q1 FY2027 with consolidated revenue growing 19% YoY to ₹42,037 Cr and consolidated PAT (attributable) increasing 12.3% to ₹3,132 Cr.
ALFA Filings
Every announcement, straight from the exchange
Every earnings call announcement on NSE and BSE that our alert engine sent, newest first.
Time
2,134 announcements with these filters
Bajaj Finserv reported a strong Q1 FY2027 with consolidated revenue growing 19% YoY to ₹42,037 Cr and consolidated PAT (attributable) increasing 12.3% to ₹3,132 Cr.
Indegene delivered its strongest Q1 growth in four years, yet remains burdened by elevated costs from strategic investments and workforce transformation.
Aether Industries delivered a strong Q1 FY27 with 27% YoY revenue growth and 33% YoY PAT growth, driven by a strategic pivot towards high-margin CRAMS and CEM business models.
Oriental Aromatics reports Q1-FY27 revenue of INR 2,598 Mn with a 7.62% EBITDA margin. Strategy focuses on integrated fragrance/flavour manufacturing and specialty aroma chemicals.
Q1FY27 transcript highlights a transition to value-added products (66% share). Adjusted EBITDA stood at INR 2,667 Cr with INR 11,937 EBITDA/ton despite sequential volume decline due to maintenance shutdowns.
Alivus reported strong Q1 FY27 results with 6.4% revenue growth, masking a massive 52.6% decline in its legacy GPL business through high-margin non-GPL growth and operational efficiencies.
Sheela Foam delivered record FY26 results with consolidated revenue of ₹3,821 Cr (up 11%) and EBITDA margins expanding to 10.8%, driven by Kurlon integration and strong Indian operations.
Refex Industries shows strong Q1 FY27 growth across Ash and Wind segments, though Wind margins are currently razor-thin due to pre-operating costs. Management is aggressively pivoting to a pure-play product supplier model in the wind sector.
Data Patterns reported Q1FY27 revenue of Rs 1,160 Mn with a 27.0% EBITDA margin. The firm completed the 100% acquisition of STAC to strengthen vertical integration in composite manufacturing.
AWL delivered strong 18% revenue growth led by Food & FMCG, though edible oil volumes remained flat due to global price volatility.
Aarti Industries reported Q1 FY27 consolidated revenue of ₹2,627 Cr (up 41% YoY) and EBITDA of ₹385 Cr (up 79% YoY). Performance was driven by higher input prices passed to customers and volume recovery.
Siyaram's Q1FY27 reports 16% revenue growth and 144% PAT surge. Strategy focuses on retail expansion via ZECODE and DEVO brands alongside legacy fabric business.
Ganesh Infraworld reported strong Q1 FY27 results with consolidated revenue and PAT more than doubling YoY. Management highlights a robust order book and diversification into railway EPC and equipment rental.
DCB Bank reported its highest-ever quarterly PAT of INR 213 Cr for Q1 FY27, driven by 20.06% YoY deposit growth and 17.06% YoY advances growth, with NIM rising 15 bps YoY to 3.35%.
GHCL Textiles delivered strong revenue growth and margin expansion, benefiting from low-cost cotton inventory despite global volatility.
Electronics Mart reports 32% revenue growth, driven by a global refurbished PC shortage and high memory prices. Management raised full-year growth guidance significantly, signaling strong confidence in their premium refurb model.
Chambal Fertilisers reported Q1-FY27 standalone revenue of INR 50,270 Mn (-12% YoY) and Net Profit of INR 7,035 Mn (+10% YoY). Strategic shift toward Specialty Nutrients and Technical Ammonium Nitrate (TAN).
Thermax reported Q1 FY27 revenue growth of 7% YoY to Rs. 2,303 crore, but PAT dropped 86% to Rs. 22 crore due to a one-time Rs. 91 crore cost overrun in Industrial Infra.
Q1 FY27 PAT grew 9.4% YoY to Rs. 1488.32 cr. Loan portfolio reached Rs. 3,22,098 cr, driven by individual home loans while maintaining stable asset quality.
M&M delivered a robust quarter with consolidated profit up 34% and ROE hitting 23%. Performance is driven by SUV volume growth, a turnaround in Mahindra Finance, and the scaling of 'Growth Gems' like Real Estate and Logistics.
eMudhra reports 27.8% YoY income growth, heavily propped by the IdenTrust acquisition. Core trust services faced headwinds from global security token transitions, leading to temporary volume declines.
Sejal Glass reported strong FY26 growth, surpassing 400 Cr revenue, but masks heavy reliance on a volatile UAE market and a struggling India segment currently undergoing re-engineering.
Updater Services reported Q1 FY27 revenue of ₹7,643 Mn (+9% YoY) and PAT of ₹303 Mn (+4% YoY). Focus remains on integrating AI/automation to rationalize employee costs and maintaining market leadership in IFM and BSS segments.
Vedanta Oil and Gas reported a 3% QoQ revenue dip, though EBITDA margins surged to 49% due to cost optimization and higher Brent prices, masking natural reservoir decline.
Mankind Pharma's FY25 ESG report highlights a 73% carbon reduction since FY21 and 63% renewable energy mix. The company is focused on embedding sustainable practices across manufacturing and its value chain.
Vedanta Aluminum Metal Limited reported a strong Q1 FY27, capitalizing on higher LME prices and cost optimization despite seasonal monsoon headwinds affecting production stabilization.
Sugs Lloyd reported strong Q1 FY27 results with ₹78.4 Cr revenue and ₹7.5 Cr PAT. Strategy focuses on Power T&D, Renewables, and Niche Smart Grid products.
Mahindra Lifespaces reported Q1 FY27 revenue of ₹962 Cr and PAT of ₹86 Cr (67% YoY growth). Residential presales hit ₹925 Cr, driven by successful launches.
Mallcom (India) reported Q1-FY27 revenue of INR 1,095 Mn with 12.51% EBITDA margin. Focus remains on expanding its PPE product portfolio and scaling the Sanand facility.
Best Agrolife reported strong Q1 FY27 results with revenue growth and significant margin expansion driven by a high-value patented product mix.