Allied Digital reported a significant increase in revenue to ₹968 crore for their fiscal year 2026, accompanied by an EBITDA of ₹112 crore and Profit After Tax (PAT) of ₹36 crore. The revised investor presentation indicates strong financial performance for the year.
Dhruv Bhat
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By FY27, Poly Medicure plans to achieve a significant revenue milestone of INR 2,400 crores, spurred by strategic growth initiatives.
KEC International has achieved a new high with a revenue of INR 15,883 crore in FY26, marking a 24% year-on-year growth. The company's order book now stands above INR 25,000 crore, and the pipeline includes potential projects worth INR 70,000 crore across various segments.
Aarti Pharma's Q4 earnings showed a 21% decrease in EBITDA, dropping from ₹1.4B to ₹1.1B year-over-year. This decline also resulted in a narrowed margin of 19.4%, down from 25.4%.
Reliance Industries has a P/E ratio of 22.9, significantly higher than the industry average of 12.7, potentially indicating valuation concerns. This discrepancy, along with a recent performance downgrade, suggests that investors should exercise caution due to the sector's complex and shifting dynamics.
CONCOR is anticipating growth due to increased tanker availability and plans to connect its network to JNPT by June 1st. A capital expenditure of INR 945 crores has been approved for the fiscal year 2027, with potential for future increases.
IRFC has sealed a ₹13,527 crore loan agreement with L&T Metro for the refinancing of the Hyderabad Metro's debt. Additionally, IRFC aims to secure a massive ₹70,000 crore through fundraising in the upcoming fiscal year (FY24), having already raised $1.1 billion through an ECB in Yen.
Gujarat Themis Biosyn announces a revenue of INR 4.51 crores and a profit of INR 1.09 crores in their latest financial report, showing promising growth for the biotech company.
Aurobindo Pharma's US subsidiary successfully passed an FDA inspection, receiving an Observationally Approved status with four minor observations. This event is expected to have no significant financial implications for the company.
The Infrastructure Leasing & Financial Services (IRFC) has finalized a ₹13,527 crore agreement to refinance the debt for the Hyderabad Metro rail project. This move will help ease the financial burden and support the expansion of public transportation in the city.
Sun Pharma's Q4 performance has earned three analyst recommendations of "Buy", reflecting optimism among investors. Yet, one analyst remains cautious, suggesting differing perspectives in the market.
Prince Pipes & Fittings reported an impressive 132% increase in their standalone net profit for Q4 of the fiscal year 2026, signaling robust financial growth and strong market performance.
Belrise Industries has received approval for a significant INR 20,000 million fundraising round through the Qualified Institutions Placement (QIP), subject to required approvals. This move may involve issuing shares or other equity-linked instruments in accordance with applicable laws.
LMW Ltd reported a 6% increase in revenue for FY26, reaching INR 3,082 crores with Q4 revenue at INR 854 crores. Profit Before Tax (PBT) jumped by 42% to INR 221 crores, while textile machinery orders stood firm at an impressive INR 3,300 crores.
In Q4, Vedanta and MCX Retail Holdings experienced substantial growth in retail ownership, placing them among the top 10 stocks with the most significant increases. (The Economic Times)
Shilpa Medicare intends to enlarge its Onco Block by financial year 2027, focusing on introducing novel cancer treatments. The expansion is designed to support the company's growth in the oncology sector.
In Q4, 20 Microns reported a 16% year-over-year increase in profit, reaching ₹176 million, and a 13% rise in revenue to ₹2.6 billion.
3M India has announced a dividend of ₹506 per share, encouraging news for its shareholders. Investors are reminded to verify their record date status for dividend eligibility.
Sun TV Network's Q4 net profit decreased by 37% year-over-year, reaching ₹2.32 billion, with a parallel drop in revenue to ₹8.8 billion compared to the previous year.
Life Insurance Corporation (LIC) predicts that the ongoing conflict in West Asia could potentially hinder insurance growth, as decreased savings may result from economic uncertainties stemming from the region's war.
Marsons Limited announces a significant $3.9 million (approx.) order for a 200 MVA transformer in a US solar project, expanding its global footprint. The company's Q4 revenue experienced a staggering 1,000% year-over-year increase, while Return on Capital Employed (ROCE) and Return on Equity (ROE) stood at impressive 33.8% and 36.5%, respectively. Currently trading at ₹152, the stock has reached a 52-week high of ₹232.
Hindustan Foods has announced the issuance of 4.81 crore new shares under a Scheme of Arrangement, increasing its total issued capital to approximately INR 24.23 crore. The company has consolidated any fractional shares that resulted from this issue for selling purposes.
Hindustan Foods reported a significant increase in Q4 net profit, climbing by 35% to ₹415M, and a 20% rise in revenue to ₹11.16B compared to last year's figures.
The increased demand for diesel among Indian consumers has led them to purchase fuel from retail pumps due to cheaper rates. However, this trend has resulted in a supply strain for state-owned companies like IOC, HPCL, and BPCL as their supplies are being stretched thin by the surging demand at retail outlets.
RVNL secures a significant Rs 758 crore contract with NMDC, marking another major agreement in their ongoing business endeavors. This deal is set to bolster their operations and strengthen their position in the industry.
LMW Ltd has announced a planned growth of 20-25% over the next four years, with an investment of approximately Rs.150 crore. This investment will primarily be allocated towards developing their Advanced Technology Centre, signaling a commitment to innovation and expansion.
Honasa Consumer shares spiked 12% to a new 52-week high following impressive Q4 results, reporting a remarkable 176% year-on-year net profit increase and record EBITDA. Analysts at CLSA and Jefferies remain optimistic, maintaining 'outperform' and 'buy' ratings respectively, anticipating continued growth and setting target prices of ₹434 and ₹565.
Eris Lifescience reports a year-over-year increase in Q4 revenue, reaching ₹757 crore, up from ₹705 crore. The company's profit margins also improved slightly to 36.2%. shareholders can expect an interim dividend of ₹5.21 per share.
Metro Brands reported a significant increase in its Q4 EBITDA, reaching ₹2.3 billion compared to ₹2.1 billion last year. However, the company's profit margins dipped slightly, falling from 32.4% to 31%.
Grasim has reported a significant decrease in quarterly losses, with the deficit shrinking from ₹288 crore last year to ₹163 crore this year. The company's revenue also saw an increase, reaching ₹11,774 crore. EBITDA improved significantly, growing from ₹221 crore to ₹541 crore, resulting in an increased margin of 4.5%. Grasim has also announced a dividend of ₹10 per share for its shareholders.
Emami experiences a decline in its Q4 net profit, dropping from ₹1.62B to ₹1.4B compared to the previous year.
Prabhudas Lilladher advises investors to accumulate Zydus Lifesciences shares, setting a target price of Rs 1,080. Strong Q4 earnings, driven by high-value products, a robust domestic business, and positive momentum in US sales, have caught their attention.
Action Construction's Q4 earnings highlight a dominant position in the mobile (63%) and tower crane (60%) markets, thanks to government investments boosting manufacturing, infrastructure, and agriculture sectors.
Mahindra & Mahindra has seen a significant increase in $2,900 put options, with 2,801 contracts traded - representing a 5.4% decrease from the current market price of Rs 3,066. This could indicate investors are exhibiting caution or adopting a defensive stance towards the company's stock.
Medplus Health experienced a significant boost, climbing 11.3%, following a 25% year-on-year increase in Q4 profits and a 24% rise in revenues. The company's EBITDA increased by 34% YoY, while operational efficiency improved with a margin of 5.8%. This positive trend indicates strong performance for the quarter ending February 2026.
Exicom Tele-Systems reports a significant 33% year-on-year increase in Q4 standalone revenue, along with a promising EBITDA margin of 10.6% for FY26. The new Hyderabad facility has doubled the company's capacity, helping to achieve consolidated EBITDA breakeven.
The Nifty index is finding resistance at its 50-day moving average, with the IT sector showing a 6% growth. Pivotal results from companies like Apollo Hospitals, Grasim, BEL, BPCL, and IRB Infra are expected to shape market direction.
Dynamatic Technologies has reported a significant increase in revenue for FY26, reaching INR 16.2 billion, with the aerospace sector experiencing a notable growth of 28%. EBITDA increased by 15.4%, maintaining a stable margin of 11.3%. The profit after tax (PAT) saw a substantial jump of 39.4% to INR 599.8 million, excluding exceptional items.
Today, Lenskart, Grasim, Apollo Hospitals, Jubilant Foodworks, BEL, BPCL, and Zee Entertainment will reveal their Q4 earnings. Additionally, IRB Infra, Whirlpool India, Hindalco, and Mankind Pharma are also releasing results. Notably, mixed outcomes have been observed in some companies, particularly BPCL.
BEL surpassed estimates in Q4, reporting a net profit of INR 2,203 crores and revenue of INR 10,177 crores. The company's EBITDA reached INR 2,962 crores with an impressive margin of 29.1%, showing strong performance.