Poly Medicure reports a significant decrease in Q4 profits by 27.8% compared to last year, while revenue shows a positive growth of 21.3%. Despite the profit drop, the company's revenue increase suggests ongoing efforts to boost sales and maintain business resilience.
Anand Joshi
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UltraTech Cement executed a significant block trade on the NSE, selling 15,379 shares for approximately INR 18 crores ($2.4 million) at a price of INR 11,690 per share.
Goodluck India posted a 15% year-on-year increase in its Q4 standalone net profit, reaching ₹485 million.
Visagar Polytex has announced a board meeting on May 29, 2026, to review and approve the audited Q4 and FY2026 financial results. A trading window restriction is in place for specified individuals until 48 hours following the announcement of the results.
Balu Forge has made its debut in the U.S. aerospace industry by securing an initial order from a domestic company, set to expand their market reach significantly. With the advance payment already received, production is slated to commence shortly, strengthening their presence in North America.
Chemplast Sanmar is experiencing robust demand for Paste PVC, driving improved profit margins in Q4. Their Custom Chemicals division posted strong sales despite agricultural sector downturn, and they've also commenced production of the environmentally-friendly refrigerant R32.
Suprajit Engineering reported a substantial 2.5x increase in Q4 profit to ₹71.1 crore, with a corresponding 18.8% year-on-year revenue growth to ₹1,041.9 crore. The board proposed a dividend of ₹2 for the shareholders. Despite geopolitical uncertainties, the company anticipates double-digit revenue growth in FY27.
Macquarie upholds a positive outlook for Delhivery, predicting a price target of ₹570 based on expanding market share in third-party logistics. The firm anticipates robust growth in revenue (CAGR 18%) and EBITDA (CAGR 41%) from FY26 to FY29E, attributed to improved leverage and margin expansion.
Expert analysis suggests maintaining hold positions in Tata Power, NTPC, and Coal India, while considering buying HDFC Bank and Varun Beverages. Conversely, it's recommended to sell off shares of Indian Railway Finance Corp and Emmvee Photovoltaic Power due to technical and fundamental reasons.
Motilal Oswal has identified Apollo Hospitals, Lenskart, and GNG Electronics as strong growth-focused companies to watch. Notably, Apollo Hospitals has shown a significant 13% increase in profits, while Samvardhana Motherson exhibits impressive 55% profit growth. Lenskart also reports a substantial 41% boost in revenues.
Citi maintains a neutral stance towards Hindalco, with a forecasted price of ₹1,170. The company expects quarterly growth in Hindalco's upstream sector, particularly from Novelis, but anticipates that debt levels will reach their peak by FY27 before declining.
Signature Global aims to double its revenue to INR 5,000 crores by FY27 through improved project execution, following a modest increase in operational income to INR 2,595.9 crores in FY26 compared to INR 2,498 crores in the previous year.
Nykaa and Mamaearth's parent companies experienced a significant jump in share prices following robust profit reports, boosting optimism among investors. International analysts have since expressed positive outlooks for both stocks.
Torrent Pharma experienced a surge, reaching new 52-week highs, indicating strong investor interest, despite no significant recent events influencing its stock performance.
Greenlam Industries reports a significant 26% increase in Q4 revenue to ₹857.7 crore and a substantial 57% jump in EBITDA, demonstrating strong performance in the last quarter of FY21. Despite this growth, the company's net profit for the full year 2021-2022 (FY26) dropped by 18.1%, reaching ₹56 crore, with overall revenue growing by 18.6% YoY to ₹3,046.1 crore.
Balrampur Chini anticipates producing 28 million tonnes of net sugar, an increase due to diversion, with a projected gross output of 31 million tonnes. The company has secured INR 450 crore for its PLA project through the issuance of preferential shares.
Century Plyboards has proposed a dividend of Re 1 per share for the fiscal year ending March 2026, subject to approval. Shareholders can expect payment within a month after approval, with the exact book closure date yet to be announced.
IRCON International reported a decline in its Q4 net profit, with earnings dropping to ₹1.92 billion compared to ₹2.1 billion from the same quarter last year.
Olectra Greentech receives an upgrade to IND A/Stable by India Ratings, acknowledging its robust growth, substantial order book, and consistent earnings. The improved business profile suggests a promising future for the company.
Ramco Systems significantly increased its Q4 net profit by five times, reaching ₹25 crore in FY26 compared to ₹5 crore in the corresponding period of the previous year.
According to a discussion in the Awaaz Boardroom, Emami's Q4 results were subpar due to some key issues pointed out by CEO N.H. Bansali on CNBC-Awaaz. The CEO provided insights into the factors affecting Emami's performance during this period.
Flair Writing projects a 15% revenue increase for the fiscal year 2027, allocating an estimated INR 80-90 crores in capital expenditure. This investment will primarily be used to expand their new Valsad facility, aiming to meet growth objectives.
Welspun reports a decrease in Q4 profits, highlighting concerns about the order book and its operations in Saudi Arabia, potentially affected by regional tensions. The company also discusses the influence of artificial intelligence and data center demand on their business prospects.
Gujarat State Fertilizers & Chemicals (GSFC) reported a significant surge in quarterly revenue for Q4, reaching ₹26.3 billion – marking a year-on-year increase of approximately 37%.
The Dev IT board is set to convene on May 28, 2026, for a review of the company's FY26 financial performance. Topics on the agenda include the presentation of financial results, audit report, potential dividend distribution, and other significant business decisions.
ABB India executed a significant block deal worth INR 21.6 crore, trading approximately 32,520 shares at an average price of INR 6,643.5 per share on the NSE.
Tata Steel's Netherlands division maintains profitability despite the coke plant closure, thanks to robust demand, increased steel prices, and efficient inventory management in Q4.
Wheels India and Bosch have formed a 50-50 joint venture, pooling their respective strengths in electronics and mechanics, aiming to develop cutting-edge air systems.
HG Infra Engineering has removed two expressway projects worth approximately INR 4142 crores in Maharashtra from their order book, as reported by Livesquawk. This decision could potentially impact the company's current and future revenue streams in the region.
AstraZeneca has received government approval to import the cancer drug Calquence, which is used to treat mantle cell lymphoma, expanding its options for patients in need.
AWL Agri (previously Adani Wilmar) revealed their strategic plan for 2026 during an Investor's Day event, focusing on business developments, strategic direction, leadership, and addressing potential upcoming challenges.
Aditya Birla Capital plans to release approximately INR 2,880 crores in shares to Grasim Industries, further strengthening their financial ties. This share issue could potentially facilitate growth and strategic opportunities for both companies.
Ola Electric has been advised to be sold by Emkay due to disappointing Q4 earnings, with the target price being reduced as a result of subpar financial performance.
Carysil's fourth quarter profits significantly increased by 46% compared to the previous year, reaching ₹271 million. This indicates a robust year-on-year earnings growth.
BPCL's fourth-quarter profit after tax (PAT) rose by 28% year-over-year to ₹5,625 crore, with revenue increasing by 6% as well during the same period.
Goldman Sachs keeps a neutral position on Physicswallah, suggesting no significant upside or downside potential. On the other hand, Morgan Stanley remains bullish on TVS Motor, expressing optimism about its future performance.
Siyaram Silk Mills reports a significant increase in Q4 EBITDA, reaching ₹1.33B compared to ₹1.1B in the same quarter last year. This growth is accompanied by an improvement in EBITDA margin, rising from 15.2% to 15.7%.
IGL is grappling with issues related to gas sourcing and pricing due to geopolitical complications, causing an increase in gas prices. Despite these challenges, the company anticipates a growth of 10-13% in CNG sales volume next year, following a rise of 3.7L in domestic connections this year.
On May 25th, Prajay Engineers will present their audited results for the fiscal year 2026, following a board meeting. A trading window for designated persons has been closed since April 1st and will remain so until 48 hours after the results are announced.
Balkrishna Industries experienced a significant block trade on the NSE, worth approximately $54 million (39.7 crore INR), involving nearly 186,000 shares at a price of 2,126.8 INR per share.