Alok Soni
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Awfis Space Solutions reported a impressive 21% year-over-year growth in Q4 revenue, reaching INR 410 crores for FY26. The full-year revenue also saw an increase of 24% YoY, totaling INR 1,493 crores. Notably, the EBITDA margin stood at 36.8%, and the ROCE reached a high of 60%.
Water management companies Enviro Infra Engineers, Welspun Enterprises, and VA Tech Wabag are experiencing growth, backed by substantial order books worth 5600 crore INR, 19739 crore INR, and 17200 crore INR respectively. Their robust execution in the sector suggests a promising future for water management businesses.
EPACK Durable's Q4 net profit experienced a steep 99.9% year-on-year decline to Rs 0.02 crore, despite an 8.1% increase in revenue to Rs 591.05 crore. The decrease can be attributed to the 24.7% fall in the RAC segment, but this was offset by robust growth in the SDA and components segments, which rose by 32.1% and 50.1%, respectively, thanks to strong order inflows and new customer acquisitions.
Prestige Estates reported remarkable growth in Q4 of FY26, with a 900% increase in net profit to INR 250 crore and revenue surging 166% to INR 4,073.8 crore. The robust demand, record-breaking sales, and diverse portfolio have driven this impressive growth, leading to an overall increase of 155.7% in net profit for FY26 to INR 1,195.5 crore.
Paytm might be involved in a substantial 964 crore block deal, while crude oil prices remain close to $105. In a separate development, the Securities and Exchange Board of India (SEBI) is examining the rules for Initial Public Offerings (IPOs) and re-listing. Meanwhile, the Dow Jones Industrial Average closed at an all-time high, increasing by 276 points.
Samvardhana Motherson's Q4 performance impresses CLSA, leading to an Outperform rating and a price target of ₹173. The firm highlights growth potential in sectors like aerospace, consumer electronics, and a predicted 13% CAGR for FY26-28. Their focus on ASEAN markets and manageable debt levels are also positive factors.
Epack Durable's profits increased by 3.2% in Q3 FY25, reaching Rs 2.59 crore, thanks to incentives approved for their Bhiwadi plant in Rajasthan, enhancing their manufacturing competitiveness. Notably, net sales also surged by 13.5%, amounting to Rs 427.8 crore during the same period.
Rural demand surged in Q4FY26 due to factors like low inflation, infrastructure projects, and government welfare programs, benefiting rural-linked companies. However, these firms face potential challenges from increasing costs, which they are addressing by raising prices. The El Niño phenomenon and fluctuating crude oil prices could negatively impact their margins.