Schaeffler India Investor Presentation: Key Takeaways
Schaeffler India reported Q2 CY26 revenue of INR 2,681 crores, up 17.5% YoY, with an EBITDA margin of 19.1%. Strategy focuses on market share gains in automotive and industrial localization.
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Schaeffler India reported Q2 CY26 revenue of INR 2,681 crores, up 17.5% YoY, with an EBITDA margin of 19.1%. Strategy focuses on market share gains in automotive and industrial localization.
STL delivered record Q1 FY27 results with revenue growth of 87% YoY and historic high PAT margins. Management is pivoting towards high-margin AI data center connectivity solutions.
L&T reported Q1 FY27 PAT growth of 14% YoY to ₹41bn, with revenue up 7% to ₹679bn. Management highlighted resilient execution and strong domestic private sector ordering momentum despite a turbulent environment.
Deep Industries delivered strong Q1 FY27 results with revenue up 39.81% YoY. The company is leveraging its integrated onshore and offshore services model and a robust ₹3,047 Cr order book.
PNG Jewellers delivered strong Q1 growth, hitting record revenue despite gold price volatility. Performance was driven by wedding demand and successful expansion into new regions like Uttar Pradesh.
Supreme Industries reported Q1FY27 revenue growth of 4% despite a 14% volume de-growth, primarily due to extreme polymer price volatility and channel destocking. Management remains optimistic about second-half recovery driven by stabilized raw material prices.
D.P. Abhushan reports strong Q1 FY27 results with 58% revenue growth and 77% PAT growth, driven by festive demand and wedding season sales despite high gold prices.
UFO Moviez reported a 3% YoY revenue growth in Q1FY27, driven by a 33% surge in advertisement revenue, while PAT declined 14% to INR 56 Mn.
Netweb delivered record Q1 FY27 results with Revenue from Operations at ₹8,196.86 Mn, up 172.1% YoY, driven by massive 484% growth in AI Systems.
TTK Prestige reported a robust 34% revenue growth in Q1 FY27, driven primarily by volume expansion and a surge in induction cooktop demand following LPG price concerns.
Tata Power delivered its 27th consecutive quarter of PAT growth, driven by a diversified portfolio despite seasonal billing lags in Odisha and legacy project cleanup at Tata Projects.
CCL Products reports strong volume-led growth in Q1 FY27, maintaining a focus on deleveraging and B2C expansion despite coffee price volatility.
Revenue grew 10% YoY, but margins faced sequential derailment due to product mix and exceptional restructuring costs in Germany. Management is defensive about high debt-servicing costs despite strong cash flows.
ZF CV India delivered 9.3% revenue growth, slightly outpacing a resilient CV market despite manpower shortages and aluminum cost spikes. Profitability was significantly hampered by the absence of a large one-time forex gain seen last year.
IIFL Finance Q1 FY27 consolidated AUM grew 38% YoY to INR 1.15 lakh Cr. PAT before NCI reached INR 713 Cr, up 14% QoQ, driven by strong gold loan performance.
DCM Shriram reported Q1 FY27 revenue growth of 9% YoY and a 509% surge in PAT due to a ₹474 cr favorable tax adjustment. Core PBDIT grew 12% YoY driven by Chemicals and Fenesta.
HUDCO is pivoting from a grant-based model to bankable urban infrastructure projects, leveraging a massive ₹6.5L Cr MOU pipeline.
Fairchem Organics shows a recovery in Q1 FY27, driven by higher price realizations and reduced Chinese dumping, though margins remain vulnerable to external geopolitical factors and raw material volatility.
Dalmia Bharat reported Q1 FY27 revenue growth of 7% YoY to INR 3,890 Cr and robust volume growth of 9%. Strategy focuses on premiumization (25% share) and pan-India capacity expansion through Jaypee acquisitions.
Gandhar Oil reported a record-breaking Q1 FY27 with 92% YoY revenue growth and 688% PAT growth. Performance was driven by exceptional inventory management and higher price realizations amid geopolitical disruptions.
Gravita reported strong 42% revenue growth despite lead volume dips caused by Red Sea logistics disruptions. Management is aggressively pivoting to copper and US-based scrap yards to mitigate geographic supply risks.
HEG Limited reported strong Q1 FY27 results with standalone revenue growing 11% YoY to ₹681 Cr and PAT surging 53% to ₹110 Cr, driven by improved realizations and operational efficiency.
Iris Clothings reports strong Q1FY27 with 53% profit growth, shifting strategy towards D2C and omni-channel expansion.
Varun Beverages reported strong Q2 CY26 results with 20.4% revenue growth, driven by volume surges in India and South Africa despite unseasonal April rains.
BlueStone reports Q1 FY27 revenue growth of 49% YoY to INR 733 Cr, with pre-Ind AS EBITDA rising 135% to INR 55 Cr, driven by strong operating leverage and 39% SSSG.
Tips Music reported Q1FY27 revenue of ₹106.51Cr, up 21% YoY. Management maintains a 20% growth guidance for Revenue and PAT while focusing on high-margin digital content.
CleanMax reports strong FY26 performance as India's largest C&I renewable player. Revenue grew 28% YoY to ₹19,129 Mn with EBITDA of ₹12,946 Mn, driven by hyperscaler demand and operational capacity doubling.
Birlasoft reported Q1 FY27 revenue of ₹13,794 Mn, up 7.4% YoY. EBITDA margin expanded to 16.1% and PAT surged 51.3% YoY to ₹1,610 Mn.
Navneet reports Q1 FY27 consolidated revenue of Rs. 788 Cr (-0.8% YoY) with EBITDA margins at 25.1%. Focus remains on domestic stationery growth and upcoming curriculum changes.
Tata Capital reports strong Q1FY27 performance with 56% YoY PAT growth and 22% Net AUM growth. Strategy focuses on retail/SME expansion and entering the gold loan segment.