guidance.fyi — earnings call summaries

Pitti Engineering Limited Q1 FY27 earnings call

Tue, 18 Aug 2026 15:23:42 GMT

Pitti Engineering posted strong volume growth and revised its annual volume target upward, driven by broad-based demand from data centers, mining, and railways, while executing significant capacity expansions.

Revenue grew 16% YoY to ₹ 529 crores; Adjusted EBITDA grew 14% to ₹ 89 crores.
Lamination volumes grew 19% YoY; higher value-added assemblies grew faster.
Revised annual Lamination volume target to 82,000 tons from 78,000 tons.
Utilization improved across sheet metal (73%) and machining (86%).
A ₹ 290 crore Greenfield Casting facility in Hyderabad is underway.
Data center revenue is 5% of mix; mining segment grew from 5% to 10% of revenue.

Juniper Green Energy Limited Q1 FY27 earnings call

Sun, 23 Aug 2026 04:25:35 GMT

The company will discuss its operational and financial performance for the quarter ended June 30, 2026.

Earnings conference call scheduled for August 27, 2026.
Call to discuss Q1 FY27 results.
Management representatives include CEO and CFO.

Susan Electricals India Ltd Q1 FY27 earnings call

Sat, 22 Aug 2026 10:56:37 GMT

Strong revenue and profit growth driven by a strategic shift to higher-value HT and MVCC cables, with significant capacity expansion underway.

Revenue grew 279% YoY to INR 95.36 crore.
Operating profit grew 980% YoY to INR 11.04 crore.
PAT turned positive at INR 6.39 crore.
Blended operating margin improved to ~11.9%.
Unutilized order book stands at Rs 142.39 Cr as of June 30, 2026.
Targeting to increase HT & MVCC revenue contribution to ~50% by year-end.

Jinkushal Industries Limited Q1 FY27 earnings call

Sat, 22 Aug 2026 16:26:46 GMT

Revenue growth driven by a sharp shift to Africa was offset by higher logistics and employee costs, pressuring margins amid strategic investments for long-term scaling.

Consolidated revenue grew 15.9% to INR 56.57 crores.
Africa contributed 32% of revenue, up from 4.47% in the prior-year quarter.
Profitability declined with consolidated PAT at INR 2.2 crores vs. INR 6.51 crores.
Higher shipping costs (INR 4.72 crores vs. INR 2.76 crores) and employee expenses (INR 3.83 crores vs. INR 2.21 crores) impacted profits.
Inventory stood at INR 96.8 crores, with INR 84.4 crores positioned overseas to improve availability.
Management expects investments in people, inventory, and the HexL brand to show returns in 3 to 6 quarters.

Apeejay Surrendra Park Hotels Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 18:00:10 GMT

The company delivered steady revenue growth and industry-leading occupancy despite geopolitical and air travel headwinds, while advancing a significant pipeline for long-term expansion.

Operating revenue grew 8% YoY to Rs 167 crores, with consolidated EBITDA up 8% to Rs 52 crores.
Maintained India's leading occupancy position at 92% in the quarter.
PAT declined 14% YoY due to higher finance costs and a deferred tax provision shift.
Flurys brand expanded to 111 outlets, with plans to reach 140 by year-end and 400 by 2030.
Pipeline of 12 hotels (472 keys) expected to bring total portfolio to 3,149 keys by end-FY27.
Service apartment sales at EM Bypass project generated Rs 21 crores cash inflow, with more expected.

Xtglobal Infotech Ltd Q1 FY27 earnings call

Fri, 21 Aug 2026 12:19:19 GMT

The company delivered modest revenue growth but a sharp improvement in profitability, driven by a shift towards offshore delivery and focus on high-margin products and services.

Consolidated revenue grew 1.1% YoY, while EBITDA margin improved to 7.6% from 4.8% in the prior quarter.
The company added new clients in finance & accounting and IT services across Australia, the US, and Ireland.
Management sees growth opportunities in AI, cloud, and the US public sector, where they have gained general admission to bid.
The strategic shift from onsite to offshore delivery is improving profit margins.
High-margin segments include the Circulus automation product (25% of revenue) and finance & accounting services.

Vibhor Steel Tubes Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 11:29:55 GMT

Revenue growth of 20% this quarter, driven by new Jharsuguda plant and strong order booking across both established pipes and new infrastructure products like crash barriers, poles, and transmission line towers.

Revenue increased 20% year-on-year, largely from new Jharsuguda plant.
Strong order book across all units; pipe orders are 'very, very healthy' and more than double the average.
New products (crash barrier, transmission line towers, poles) are exceeding expectations, with poles already at 75-80% of installed capacity.
Plans for expansion into North India are underway due to strong demand.
Second galvanizing tank in Jharsuguda expected by September 1st to ease capacity constraints and boost production.

Manipal Health Enterprises Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 14:28:16 GMT

Manipal Hospitals delivered strong growth in its first quarter as a public company, driven by patient demand, high-acuity specialty care, and the integration of Sahyadri Hospitals.

Revenue grew 38.1% year-on-year to ₹3,091 crore.
EBITDA grew 26.4% to ₹749 crore (29.7% excluding a one-off gain in the prior year).
Adjusted PAT, excluding interest on the Sahyadri acquisition NCD, grew 30.9%.
Inpatient volumes grew 38.8% and occupancy improved by 290 basis points to 65.0%.
The CONGO-R specialty mix increased to 65.4% of inpatient revenue.
Sahyadri Hospitals contributed revenue of ₹332 crore with 12.8% year-on-year growth.

Varroc Engineering Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 13:44:48 GMT

Varroc aims to achieve a revenue target of INR 20,000 crores by FY31, driven by strong order wins in EV and overseas electronics, with anticipated growth of around 20% in FY27.

Consolidated revenue for FY26 was approximately INR 88,905 million, with 9% YoY growth.
Net new business wins were approximately INR 32.89 billion, with around 65% related to EV models.
EV revenue contributed about 13% of FY26 revenue and is expected to grow significantly.
Overseas electronics business is expected to reach EBITDA neutral position by end of FY27.
FY27 revenue is expected to exceed INR 10,500 crores.
Capex for FY27 is projected to be about INR 550 crores.

Max Healthcare Institute Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 17:54:02 GMT

Max Healthcare posted strong revenue growth and continued its capacity expansion while embarking on a new medical education business.

Network revenue grew 16% YoY and 12% QoQ to INR 2,982 crore.
Operating EBITDA grew 15% YoY but margins were muted at 24.8% due to new capacity commissioning.
Occupancy remained above 75% despite a 13% increase in operational beds.
Acquired Kalinga Hospital in Bhubaneswar, targeting significant improvement in its 50% occupancy and INR 35,000 ARPOB.
Board approved new medical education business, expecting over 25% ROCE.
Multiple brownfield and greenfield expansion projects are on track for commissioning over the next few years.

Thomas Scott (India) Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 14:31:21 GMT

Revenue grew 22% YoY with strong profit expansion as management deliberately protected price realizations and margins over volume, citing subdued price elasticity of demand.

Revenue stood at INR 66 crores, up 22% YoY.
EBITDA was INR 9 crores, up 43% YoY, with margin of 13.07%.
PAT was approximately INR 5 crores, up 54% YoY.
Management chose to protect price realizations over aggressive discounting due to observed low price elasticity.
Women's wear is a growing marquee category.
Aggregator sales for the Thomas Scott brand now account for ~40% of its revenue.

Ind-Swift Laboratories Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 14:26:49 GMT

The company delivered strong financial performance driven by its transformation into a focused FDF manufacturer, with new CDMO partnerships commercialized and sharp margin expansion.

Operating income grew 21.16% YoY to ₹186.08 crore.
Operating EBITDA improved 2.85x YoY to ₹33.32 crore with margin expanding 1258 bps to 17.91%.
PAT excluding exceptional item jumped 2.04x YoY to ₹24.68 crore.
Export business contributed 57.20% of quarterly sales, up from 48% in Q1 FY26.
New CDMO partnerships with Viatris, Manx, and Arrotex commercialized, expected to add ₹200-220 crore revenue over two years.
Dossiers filed increased to 2,100+ from 1,915+; global registrations rose to 850+ from 750+.

Max Financial Services Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 13:30:53 GMT

The company delivered strong growth and margin expansion, driven by a mix shift towards protection and annuity products, alongside benefits from a favorable yield curve.

Individual APE grew 15% with private sector outperformance.
VNB margin expanded to 23.2%, driving 33% VNB growth.
Solvency ratio rose to 198% following Axis Bank's INR381 crore infusion.
AUM crossed INR 2 lakh crore milestone.
Structure simplification process is underway following regulatory clarity.

Elgi Equipments Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 11:52:25 GMT

Strong volume-driven revenue growth across geographies, driven by superior product technology and efficiency, with management confident of sustaining and improving margins despite raw material cost pressures.

Revenue grew 23% YoY in Q1, with 7% from favorable exchange rates.
EBITDA grew 28% YoY, with margins expected to improve further.
All geographies grew: India +28%, North America +37%, Europe +21%, Australia +17%.
Growth was primarily volume-driven, supported by the Demand=Match technology.
Raw material costs increased 5-6% vs. a planned 3-4% hike; price corrections to take effect from Q2/Q3.
Aftermarket revenue is ~30% in India and ~15-16% (parts only) globally.

AXISCADES Technologies Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 11:51:49 GMT

AXISCADES reported a record quarterly revenue of Rs 346 Cr while booking a net loss due to one-off costs from its strategic pivot to a manufacturing-focused company in aerospace, defense, electronics, and space.

Consolidated revenue of Rs 346 Cr, up 42% YoY, the highest in company's history.
Reported a net loss of Rs 14.8 Cr due to one-off provisioning and transaction costs related to divestments.
Divestment of services businesses is largely complete, with the company focusing on continuing operations in defense, aerospace manufacturing, and XiDA (electronics/semiconductors).
Continuing operations revenue grew 94% YoY to Rs 183 Cr.
Defense business reported record revenue of Rs 125 Cr, up 112% YoY, with assured forecast visibility of over Rs 4,500 Cr.
XiDA (ESAI) business delivered Rs 49.5 Cr revenue at a 33% EBITDA margin.

Stallion India Fluorochemicals Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 11:14:06 GMT

Stallion India started FY27 with strong profit growth and is focusing on executing key expansion projects, including its high-purity helium and R32 manufacturing facilities, to drive future growth.

Q1 revenue grew 12.78% YoY to Rs 124.68 Cr.
EBITDA increased 75.85% and PAT grew 79.15% due to better product mix and planning.
High-purity helium plant at Khalapur is completed; commercial operations expected next quarter.
R32 manufacturing plant at Bhilwara is targeted for completion by end-December 2026.
Management maintains revenue CAGR guidance of 30-35% for the next three years.

NIS Management Ltd Q1 FY27 earnings call

Fri, 21 Aug 2026 13:42:32 GMT

NIS Management started FY27 with strong top-line growth and margin expansion, securing large orders while focusing on shifting its service mix towards higher-margin technology and project-based businesses.

Q1 total income grew 15.68% YoY to INR115.44 crores, with EBITDA up 36.24% and margin expanding 121 basis points to 7.99%.
Net profit grew 35% YoY to INR6.40 crores.
Secured significant new orders including INR45.71 crores from the Reliance Group.
Management is focused on shifting business mix towards higher-margin CCTV, electronic security, and skill development projects.
Guidance maintained to cross INR500 crores consolidated revenue in FY27.
Targets growing systems revenue to ~INR30 crores this year and free cash flow to INR13-14 crores range.

Seasons Textiles Ltd-$ Q1 FY27 earnings call

Fri, 21 Aug 2026 11:09:29 GMT

The company achieved a return to profit after a prior-year loss, but faces a challenging global environment impacting revenues.

Revenue declined to ?2,338.33 lakhs in FY26 from ?2,739.81 lakhs in FY25.
Company reported a profit of ?16.55 lakhs versus a loss of ?33.53 lakhs in the prior year.
Management cited global instability, wars, and high commodity prices as headwinds.
The company is exploring new international markets while maintaining domestic strength.
Shareholders expressed support for management and corporate governance.

Brand Concepts Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 05:58:53 GMT

Q1 saw consolidation and restructuring across channels to prioritize margin health and sustainable growth over top-line expansion, leading to a temporary revenue dent but improved EBITDA.

Revenue grew by almost 11%, with healthy EBITDA growth driven by expense optimization.
PBT loss widened marginally due to higher depreciation and interest costs.
Consolidation across e-commerce and retail channels aimed at focusing on sustainable, higher-margin growth.
Manufacturing capacity utilization is improving, with the PC unit at 80%+ utilization and PP unit trials underway.
Management is confident of bridging growth gaps and returning to growth by October.

EMS Limited Q1 FY27 earnings call

Wed, 19 Aug 2026 11:01:38 GMT

The company is recovering from a period of project delays and restrictions, aiming to return to FY24-25 revenue and margin levels by year-end.

Q1 FY27 showed strong sequential growth, with stand-alone operating income up 50%.
Management expects further growth in the coming quarters, targeting FY27 revenue of Rs. 900-950 crores.
Profit margins declined due to fixed costs during project slowdowns and are expected to recover as execution ramps up.
Order book stands at Rs. 2329 crores, with new orders continuing to be secured.
Execution in key projects like Kolkata is expected to improve significantly from Q3 onward.

Orient Technologies Limited Q1 FY27 earnings call

Wed, 19 Aug 2026 07:48:29 GMT

Orient Technologies delivered a strong sequential recovery in Q1 FY27 with improved supply chain conditions and a sharp turnaround in profitability, while focusing on expanding its annuity-based managed services and cyber security business.

Revenue grew 9.7% sequentially to Rs. 201.92 crores.
EBITDA surged 161% QoQ to Rs. 15.42 crores, with margins expanding to 7.57%.
Reported a net profit of Rs. 5.17 crores versus a loss in the prior quarter.
Order book stands at approximately Rs. 375.43 crores, billable in FY27.
Annuity-based revenue is currently 23% of the mix, with a target of reaching 51%.
Management is selectively focusing on margin-led deals and operational efficiency.

Mobavenue AI Tech Ltd Q1 FY27 earnings call

Wed, 19 Aug 2026 04:27:00 GMT

Mobavenue delivered strong profitable growth with a focus on scaling its AI-native ecosystem and expanding globally.

Revenue grew 56.9% YoY and 16.3% QoQ to Rs 728 million.
EBITDA margin expanded 240 bps to 21.2%, PAT grew 95% YoY.
Launched the unified Mobavenue Neural Engine and expanded into the US and Apple ecosystem.
International revenue contributed 20.7%, direct clients contributed 65.2%.
Management aims for sustained 'Rule of 50' (30%+ revenue growth + 20%+ EBITDA margins).

Apex Frozen Foods Limited Q1 FY27 earnings call

Sat, 22 Aug 2026 07:35:38 GMT

Profitability surged due to higher shrimp realizations and cost efficiencies, partially offset by volume declines from labor shortages and shipping disruptions.

Net revenue flat at INR257 crores while EBITDA grew 79% and PAT grew 138%.
Average shrimp realization rose 15% YoY to INR930/kg, offsetting a 13% volume decline.
US sales share increased to 70% of total from 54% last year due to eased tariff uncertainty.
Ready-to-Eat product contribution was 16% of volume; margins are ~$0.50/kg higher than RTC.
Management expects volume recovery in Q2 and stable margins, but cites risks from rising freight and farm gate prices.

Praj Industries Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 18:01:51 GMT

Revenue growth was achieved while navigating a slowdown in greenfield domestic ethanol projects, but the quarter was defined by strategic diversification into data center infrastructure and awaiting policy momentum in biofuels.

Revenue grew to INR 7.16 billion, with PBT more than doubling to INR 210.5 million.
Order intake was INR 10 billion, with backlog at INR 45.9 billion.
Domestic first-generation ethanol greenfield projects are slow, but brownfield, ENA, and CBG show promise.
Secured a strategic USD 50 million framework agreement for hyperscale data center infrastructure via Praj GenX.
Received first commercial-scale bio-isobutanol demo plant order.
CBG opportunity expected to scale with the government's GOBARdhan scheme.

Kiri Industries Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 17:54:48 GMT

The quarter delivered strong profit driven by treasury gains, while the core dyes business improved on better realizations and the major copper/fertilizer project advanced into construction.

Standalone revenue grew 63% YoY to INR 295 crore, led by price realizations.
Profit after tax was INR 270 crore, significantly boosted by INR 284 crore in other income (treasury).
Integrated copper & fertilizer project is in construction phase, with downstream facilities targeted from Q1 FY28.
Existing dyes business saw material margin improve to 31.9% from 20.4% last quarter.
Management declined to declare a dividend, citing capital needs for the large growth project.

Balrampur Chini Mills Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 14:32:57 GMT

The company commenced FY27 on a stable note with higher sugar realizations and distillery volumes, while navigating a tight sugar market and preparing for its PLA plant commissioning.

Q1 FY27 started stable with improved revenue across Sugar and Distillery segments.
Sugar prices firmed up due to tight demand-supply, providing relief against higher cane costs.
Company carrying sugar inventory of 45.67 lakh quintals at an average cost of INR 37.19 per kg.
PLA plant construction progressing well with expected lactic commissioning in October and PLA in December.
Management expects positive net outcome from industry dynamics despite potential ethanol diversion bans and cane price hikes.

Alicon Castalloy Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 14:28:54 GMT

Alicon reported record quarterly revenue of Rs 579 crore, with strong volume growth and new customer wins, while managing inflationary pressures on margins.

Revenue grew 37% YoY to a record Rs 579 crore, driven by domestic volume and program ramp-up.
Underlying volume growth, adjusting for aluminum inflation, was 17.5%.
EBITDA margin was 9.5%, with pressures from input cost volatility, but the company aims for a 1% improvement this year.
Executable order book stands at Rs 8,450 crore over six years, with recent wins from two large Indian OEMs.
Announced a Rs 125 crore investment in a new leased facility expected to generate Rs 500 crore annual revenue in 4-5 years.
Guides for 12% to 15% underlying top-line growth for FY27.

Highway Infrastructure Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 13:40:05 GMT

The company started FY27 with strong revenue growth but Q1 profitability was impacted by temporary geopolitical disruptions affecting traffic on a key toll project, while new order wins in Tamil Nadu signal strategic geographic diversification.

Consolidated revenue grew 170.6% year-on-year to INR 304.3 crores, but EBITDA was INR 4.8 crores and PAT was INR 1.1 crores.
Profitability impacted by temporary factors: lower traffic at Moti Naroli toll due to geopolitical disruptions and surrender of an unfavorable toll project.
Order book stands at ~INR 778 crores, with recent toll project wins in Tamil Nadu totaling ~INR 120 crores expanding footprint in South India.
Management sees traffic recovery, expects margin improvement if no new geopolitical developments, and emphasizes technology integration for future efficiency.
Full-year revenue targets are INR 850 crores for FY27 and INR 1,200 crores for FY28, with EPC expected to contribute ~INR 150 crores revenue in FY27.

Indogulf Cropsciences Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 09:35:47 GMT

Indogulf's Q1 FY27 revenue declined 11% YoY due to delayed and uneven monsoons impacting sowing and demand, but gross margins expanded significantly to 28% from better product mix and procurement discipline.

Revenue fell 11% YoY to Rs. 168.5 crores due to delayed monsoons, cautious channel inventory, and pricing pressure.
Gross margin improved to 28% from 22% due to better cost and product mix, with gross profit up 12%.
EBITDA margin improved to 5.7% from 5.2% despite a softer top line, reflecting operational resilience.
Capacity utilization increased to 70% from 52% in FY26.
Captive consumption of technicals increased to 34% from 22% in Q1 FY26.
Management is focusing on specialty products, biologicals, international expansion, and deepening farmer engagement.

Indogulf Cropsciences Ltd Q1 FY26 earnings call

Fri, 21 Aug 2026 06:57:56 GMT

Indogulf's Q1 FY27 revenue declined 11% year-over-year due to delayed monsoons impacting demand, though margins improved on better cost control and higher capacity utilization.

Revenue fell 11% YoY to Rs 168.5 crores due to delayed monsoon and cautious channel inventory.
Gross margin improved to 28% from 22% due to better product mix and procurement discipline.
EBITDA margin improved to 5.7% from 5.2% despite a softer top line.
Capacity utilization increased to 70% from 52% in FY26.
Management is focusing on specialty products, biologicals, and international expansion for future growth.

Mach Travel Solutions Ltd Q1 FY27 earnings call

Thu, 20 Aug 2026 17:17:49 GMT

The quarter saw massive revenue growth as a travel tech transformation beyond the core MICE business into corporate travel, leisure, and government projects began to show results.

Revenue grew 538% YoY to INR144.33 crores driven by diversification beyond MICE.
EBITDA grew 437% to INR8.92 crores with margin improvement sequentially.
Corporate travel vertical launched in April and onboarded over 100 corporate clients.
Large government project (Punjab Yatra, INR92 crores) and IRCTC empanelment provide visibility.
Management is confident of achieving INR500 plus crores revenue in FY27.

Zydus Lifesciences Limited Q1 FY27 earnings call

Wed, 19 Aug 2026 07:54:22 GMT

Zydus Lifesciences started FY27 with strong double-digit growth across all key businesses, driven by branded formulations in India, international markets, and strategic advancements in specialty and innovation.

Consolidated revenue grew 22% YoY to ₹80.2 billion, with EBITDA margin at 24.1%.
India branded formulations grew 20% YoY, outperforming the market.
International formulations grew 34% YoY to ₹9.7 billion.
North America (US & Canada) revenue was ₹31 billion, up 5% QoQ.
Consumer Wellness revenue grew 67% YoY to ₹14.3 billion.
US specialty business launched its first biosimilar and completed the Assertio acquisition.

PI Industries Limited Q1 FY27 earnings call

Wed, 19 Aug 2026 07:50:01 GMT

PI Industries navigated near-term market softness while investing in new growth platforms, maintaining positive domestic volume growth and a strong balance sheet.

Revenue was Rs. 17,023 million with EBITDA margin of 22% and gross margin of 57%.
Domestic agri business grew 12% in volume and 3% in revenue, with biologicals growing 50%.
Export CSM business faced pressures from soft demand and pricing, with volume down 8% and value down 12%.
Management expects FY27 to be better than FY26, driven by export recovery in H2, new product launches, and scale-up of pharma and biologicals.
Net cash position is Rs. 38 billion, and net working capital improved by 19 days.
R&D investment runs at 3-4% of revenue; FY27 effective tax rate expected around 24%.

Pyramid Technoplast Limited Q1 FY27 earnings call

Tue, 18 Aug 2026 15:31:27 GMT

Pyramid started FY27 with a structurally healthier operating platform, demonstrating resilient unit economics with improving EBITDA per ton despite a near-term volume disruption.

Revenue grew 36% YoY to Rs 222 Cr driven by price increases, but HDPE drum tonnage was down 4% and IBC volumes impacted by export demand.
EBITDA grew 50% YoY to 10% margin, while PAT grew 32% YoY to Rs 10.5 Cr despite sharp rises in financial cost and depreciation.
EBITDA per ton increased to approximately Rs 16,380, up from Rs 15,053 in Q4FY26.
Capacity utilization was 62%, impacted by a slowdown in exports, but management targets 70-75% by year-end.
New Kutch expansion announced: Rs 20-25 Cr investment for 10,000 IBC units/month, expected by March 2027.
Government subsidy approvals received: Rs 24.9 Cr for WADA and Rs 10.5 Cr for Bharuch, spread over 10 years.

Jash Engineering Limited Q1 FY27 earnings call

Tue, 18 Aug 2026 14:55:00 GMT

Jash Engineering posted improved revenue and returned to profitability, but growth was constrained by shipping and payment issues in key export markets.

Revenue grew 17% year-on-year to Rs.156 crore and PAT turned positive to Rs.5 crore.
Commissioned foundry and valve/gate expansion, increasing capacity by 30%.
Consolidated order book stands at Rs.932 crore, supporting the FY27 revenue target of Rs.875 crore.
Material worth Rs.15 crore stuck due to Gulf conflict and payment issues in Singapore.
Focus shifting to U.S. and Saudi Arabia markets, with expansion plans in both countries.
New data center opportunity emerged for pressure vessels, with potential for large orders.

Advanced Enzyme Technologies Limited Q1 FY27 earnings call

Tue, 18 Aug 2026 13:17:21 GMT

Advanced Enzyme Technologies reported a muted quarter impacted by sales reversals and global disruptions, but management maintains confidence in achieving double-digit annual growth.

Revenue of INR 1,898 million grew 2% YoY but declined 7% QoQ, impacted by an incremental INR 100 million sales reversal.
EBITDA declined 10% YoY to INR 510 million with margin at 27%, due to lower top-line, elevated costs, and sales mix.
Human Healthcare revenue declined 7% YoY, while Bioprocessing and Specialized Manufacturing grew 30% and 41% YoY respectively.
The Board approved a buyback of INR 697 million and the acquisition of the remaining 4.28% stake in JC Biotech.
Management expects double-digit growth for the year, with margins recovering to around 30%.

MM Forgings Limited Q1 FY27 earnings call

Sat, 22 Aug 2026 16:27:59 GMT

Revenue grew 16% on strong domestic and U.S. CV demand, with a strategic push into high-value machining now comprising 67% of sales.

Net sales of INR 427 Cr grew 16% YoY with EBITDA at INR 82 Cr.
Machining mix improved to 67% of sales, driven by recent investments.
Targeting INR 1,800-1,900 Cr turnover for FY27, with volume aiming for 90,000+ tons.
Plan to maintain gross debt at ~INR 750 Cr and capex of ~INR 150 Cr.
Focus on debottlenecking and automation to improve productivity and target 20+% EBITDA margins.

Western Carriers (India) Limited Q1 FY27 earnings call

Sat, 22 Aug 2026 09:56:17 GMT

The company delivered robust revenue and profit growth driven by a strong 37% surge in domestic container volumes, helping offset ongoing challenges in the EXIM market.

Revenue grew 12% YoY to INR465 crores and PAT increased 13% QoQ to INR9 crores.
Total container volume grew nearly 15% YoY, with domestic TEUs up 37% while EXIM grew 3.2%.
Q1 container volume of 58,261 TEUs exceeded the typically stronger Q4 volume for the first time.
Domestic business mix improved to about 40% of revenue, up from 30% about six quarters ago.
EBITDA margin was 4.1%; PAT margin improved 20 bps QoQ to 1.9%.
Working capital days improved from 120 to 111 days, and debt reduced from INR217 crores to INR197 crores.

Gufic Biosciences Limited Q1 FY27 earnings call

Sat, 22 Aug 2026 09:52:25 GMT

Gufic Biosciences delivered strong Q1 growth driven by improved margins from its new Indore plant, progress on complex injectable capabilities, and a strategic shift in its international business model.

Revenue grew to INR260.8 Cr in Q1 FY27 from INR226.9 Cr in Q1 FY26.
EBITDA margin improved to 18.09% from 14.6%.
Indore plant utilization is increasing; depot and liposomal product lines nearing completion.
International model shifting from B2B distributor-led to B2C IP-led in key emerging markets.
GLP-1 CMO operations with Hetero started, expected to gain traction in Q2 and Q3.
Aesthetic division expanded with filler partnership, aiming to strengthen market position.

Mishra Dhatu Nigam Limited Q1 FY27 earnings call

Sat, 22 Aug 2026 04:55:02 GMT

Strong revenue growth of 40% was driven by order execution, but margins were pressured by high LPG and raw material costs, which management expects to normalize later in the year.

Q1 turnover grew 40.46% YoY to Rs. 239.49 crore.
PBT increased 25.89% and PAT increased 27.42%.
EBITDA grew 12.89% to Rs. 46.6 crore.
Order book stands at Rs. 2,329 crore as of July 1, 2026.
Received key S400 certification from GE for testing services.
Margins were hit by Rs. 14 crore raw material price variance and Rs. 5 crore LPG cost increase.

Solex Energy Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 18:07:17 GMT

Q1 results were seasonally soft, impacted by ALMM policy uncertainty and timing shifts, but management maintains FY27 guidance, highlighting a strong H2-weighted order book and progress on cell manufacturing plans.

Revenue grew slightly to INR265.6 crore, but PAT declined to INR8.3 crore due to seasonally softer volumes and full depreciation/interest on new capacity.
Order book visibility is approximately INR3,400 crore, with an executable pipeline of INR845.84 crore targeted for completion by December 31, 2026.
Maintains FY27 revenue guidance and PAT margin in the range of 5% to 6%, based on an average module capacity utilization assumption of around 55%.
2.2 GW N-type TOPCon+ cell line commissioning is on track for end of calendar year 2027, with funding and land approvals in advanced stages.
Business remains H2-weighted, with policy clarity on ALMM extensions expected to drive execution post-monsoon.

Belrise Industries Ltd Q1 FY27 earnings call

Fri, 21 Aug 2026 17:42:28 GMT

Belrise delivered resilient Q1 growth driven by automotive order wins and strategic expansion into aerospace & defense, renewables, and heavy fabrication via acquisition.

Total revenue grew 13% YoY to INR25,465 million with PAT up 9% to INR1,217 million.
EBITDA margin at 11.5%; management expects margins to remain stable vs FY26.
Multiple new order wins across 2W/3W, 4W, commercial vehicles, and renewable energy.
Acquired HYVA India's tipper business to expand commercial vehicle presence and heavy fabrication.
Raised INR17,000 million via QIP for inorganic growth, targeting aerospace & defense.
Management states the worst of cost pressures (commodity, staff, energy) is behind them.

UFLEX Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 12:58:59 GMT

UFlex delivered its highest EBITDA in 21 quarters, driven by overseas profitability and price realizations, and expects 35% top and bottom line growth for FY27.

Revenue grew 38% YoY to Rs 53,972 million.
EBITDA rose 92% YoY to Rs 9,198 million, with margin expanding 480 bps to 17%.
Overseas operations drove 91% of incremental EBITDA.
Net profit surged to Rs 4,233 million from Rs 580 million a year ago.
Management expects 35% growth in both revenue and EBITDA for FY27.
Key projects in Egypt (Aseptic), Mexico (WPP), and Noida (Recycling) are on track.

General Insurance Corporation of India Q1 FY27 earnings call

Fri, 21 Aug 2026 12:15:37 GMT

GIC reported improved underwriting profitability with a focus on portfolio quality over growth, navigating a soft and competitive global reinsurance market.

Gross premium income grew to INR13,475.36 crores.
Combined ratio improved to 104.88% from 106.94% last year.
Profit after tax was INR1,922.04 crores.
Solvency ratio improved to 4.32.
Management prioritizes profitability and risk-adjusted returns over growth.

Dishman Carbogen Amcis Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 12:14:10 GMT

Despite a soft revenue quarter, management is focused on sales force expansion, tech transfers to India, and a significant debt refinancing to improve margins, projecting an optimistic future.

Revenue declined 4% YoY to INR 6,776 million due to a deferred order.
EBITDA dropped to INR 600 million from INR 1,406 million YoY.
Order income is picking up with increased tech transfer projects from Switzerland to India.
Marketable Molecules segment grew strongly to INR 1,432 million.
A new Chief Commercial Officer hired; sales teams being strengthened.
A promoter-led fundraise of up to CHF 200 million at 4% interest is in progress to refinance high-cost Indian debt.

QMS Medical Allied Services Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 11:26:59 GMT

Q1 FY27 saw strong revenue and profit growth driven by scaling service business (Patient Support Programs) and strategic investments beginning to yield results.

Revenue grew 22% YoY to INR56.9 crores; EBITDA grew 27% YoY to INR8.3 crores; PAT grew 25% YoY to ~INR4 crores.
Service revenue (PSP + camps) contributed ~40% of total revenue in Q1, up from 30% a year ago.
PSP business, including subsidiary Saarathi, generated ~INR17.6 crores revenue in Q1; targeting INR90-100 crores service revenue visibility for FY27.
Q Devices revenue was ~INR3 crores in Q1; targeting 20-25% of total product revenue from Q Devices in 3 years.
Management maintains FY27 revenue guidance of ~INR220 crores and EBITDA margin guidance of ~18%.

Colgate Palmolive (India) Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 11:22:22 GMT

The company is driving double-digit sales growth through balanced investment in premium brand growth, category consumption initiatives, and maintaining core brand superiority.

Sales growth of 12% in Q1 with a 10.5% outperformance versus oral care peers for the first six calendar months.
Profit after tax at 22.3% is at very high levels.
Strategy focuses on growing the toothpaste category, driving premiumisation (growth is 6X faster than the market), and leading toothbrush growth.
Significant advertising investment of Rs 252 crore in Q1 (34% up year on year), with a bias to invest more behind premium and new channels.
E-commerce and quick commerce are growth, margin, and premiumisation accretive, with e-com contribution in double digits.
Palmolive personal care business is an area of disappointment, with a new partnership with Bombay Shaving Company to manage its e-com and D2C operations.

ZUARI INDUSTRIES LIMITED Q1 FY27 earnings call

Fri, 21 Aug 2026 09:38:55 GMT

The quarter featured mixed operational results with higher sugar sales but pressured margins, significant progress on debt reduction through real estate profit repatriation, and a strategic focus on consolidating investments and growing the real estate and engineering businesses.

Standalone sugar sales volume grew 29% YoY to 4.7 lakh quintal, but segment profit fell due to an 8% increase in cane costs.
Profit repatriation from the St. Regis Dubai project has begun, with INR 142.58 crores received and a total of INR 900 crores expected in FY27.
The company is actively consolidating its strategic listed investments into the main holding company.
Debt reduction is a key focus, with expectations of loan repayment from Zuari Agro and continued deleveraging.
Real estate subsidiary is progressing on asset-light DM projects with a goal to reach INR 10,000 crores in Gross Development Value.

Paramount Communications Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 09:16:24 GMT

Strong recovery in US exports combined with robust domestic demand drove record quarterly performance, with margins improving significantly.

Revenue grew 17.4% YoY to INR 529.4 crores, though declined 7.7% sequentially due to seasonality.
Operating profit excluding other income surged 129.2% YoY, with margin expanding 320 bps YoY to 6.6%.
Exports jumped ~77% QoQ to INR 155 crores (29% of revenue) post-tariff resolution, targeting INR 700-800 crores for FY27.
Domestic revenue was INR 374 crores, led by power cables (57.2% of revenue).
Order book grew to INR 615 crores, with power cable orders up 27% YoY to INR 455 crores.
Capacity utilization at existing plants is ~100%; Narmadapuram greenfield project on track for FY28.

Max Estates Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 07:47:01 GMT

Max Estates delivered a 5x year-on-year growth in residential pre-sales to Rs 1,100 crores, reflecting strong brand strength and a large locked-in embedded PBT of Rs 4,500-5,500 crores, even as it refrains from giving forward sales guidance in a volatile environment.

Residential pre-sales reached Rs 1,100 crore, a 5x year-on-year growth.
Total embedded revenue potential from launched portfolio is INR 17,500 crores, with INR 13,500 crores already sold.
Embedded PBT estimated at Rs 4,500-Rs 5,500 crores is locked in ahead of P&L recognition.
All three operating commercial assets (Max Towers, Max House, Max Square) are at 100% occupancy.
Target annual addition of 2 million square feet of residential development.
Expect annual rental income of approximately Rs 700 crores at peak occupancy from under-construction commercial pipeline.

Aaron Industries Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 07:44:13 GMT

Aaron Industries reported strong Q1 growth driven by its elevator and stainless-steel sheet businesses, with management focusing on capacity utilisation and cautiously optimistic on international OEM and new EVOQ360 product opportunities.

Revenue grew 27.01% YoY to ₹24.44 crore.
PAT surged 141.94% YoY to ₹2.56 crore.
EBITDA margin improved to 20.19%.
Focus on increasing capacity utilisation and appointing exclusive partners for the new EVOQ360 home lift.
International OEM engagements (Johnson, Kone, Wittur) are in the vendor registration/sampling stage, with orders only from Fujitec so far.
Targeting 25-30% revenue growth for FY27.

BMW Industries Ltd Q1 FY27 earnings call

Fri, 21 Aug 2026 05:59:44 GMT

The company delivered strong profit growth with a 25.8% increase in PAT, driven by improving capacity utilization, while progressing on its major greenfield expansion at Bokaro to diversify the business model and capture more value.

Operating income grew 11.6% year-on-year to INR 166.0 crores.
PAT grew 25.8% to INR 19.1 crores with margin improving 92 basis points to 10.8%.
Gross profit margin expanded 536 basis points to 67.9%.
Capacity utilization improved: rolling mill at 83.5%, pipes and tubes at 40.1%.
Net debt stood at INR 468.9 crores with a net debt-to-equity of 0.57x.
Commissioning of the Bokaro color-coated line is expected in Q2 FY27, with full ramp-up over the next 6 quarters.

Virtuoso Optoelectronics Ltd Q1 FY27 earnings call

Fri, 21 Aug 2026 05:19:47 GMT

VOEPL delivered strong Q1 revenue growth with significant profit expansion and is scaling capacity across multiple verticals while navigating raw material pressures.

Revenue surged 85% YoY to INR 376.6 Cr, with PAT up 103% YoY.
EBITDA margin stood at 9.3% amidst ongoing raw material cost pressures.
Capacity expansion is underway in EMS, ACs, deep freezers, and compressors.
Management maintains FY27 guidance of 35-40% revenue growth and 9-10% EBITDA margin.
AC segment remains the largest contributor (~60%), with customer diversification improving.
Compressor business is scaling, with 22-acre land acquired for future consolidation.

Tube Investments of India Ltd Q1 FY26 earnings call

Thu, 20 Aug 2026 14:08:00 GMT

Revenue growth across standalone segments was strong, especially in engineering and mobility, with management confident of full recovery of steel price inflation and continued traction in the EV business.

Standalone revenue grew to Rs 2,366 Cr; PBT was Rs 213 Cr, impacted by steel price inflation with a lag in price pass-through.
Management expects to fully recover steel price increases, including the Q1 under-recovery, in the coming quarters.
Engineering segment volume grew 17%, with a bullish outlook for the next couple of quarters.
Mobility segment recorded its highest-ever turnover of close to Rs 240 Cr, with volume traction across trucks, 3-wheelers, and small commercial vehicles.
Directionally, the EV business is past its peak quarterly losses, with one business expected to breakeven this year and two more next financial year.
Consolidated revenue (including CG Power) grew to Rs 6,215 Cr.

Tube Investments of India Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 13:35:20 GMT

While standalone margins were pressured by steel inflation with a lagged price pass-through, volume growth was strong across engineering, mobility, and the core cycle business, and the EV segment showed significant volume traction and moved past peak quarterly losses.

Standalone revenue grew to Rs 2,366 Cr but PBT declined to Rs 213 Cr due to steel price inflation.
Management expects full recovery of steel price increases with a 2-3 quarter lag.
Engineering segment volume grew 17%, with a bullish outlook for the next couple of quarters.
EV mobility segment recorded highest-ever turnover of ~Rs 240 Cr; volumes improved across trucks, 3-wheelers, and small commercial vehicles.
Management stated the EV business is directionally past its peak quarterly losses, with one business expected to breakeven this year.
Consolidated revenue (including CG Power) grew to Rs 6,215 Cr.

Ahluwalia Contracts (India) Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 13:23:50 GMT

Significant margin contraction due to a disputed project finalization, sharp labor cost inflation, and project delays led to a 77.65% drop in PAT despite 12% revenue growth.

PAT fell 77.65% YoY to INR 11.42 Cr despite 12% revenue growth.
EBITDA margin collapsed to 4.29% from 8.59% due to a INR 29 Cr bill reduction on AIIMS Jammu (2.6% impact), labor cost hikes (35-40%), and project delays.
Order book stands at INR 20,663.52 Cr; order inflow YTD is INR 512.81 Cr.
Management rules out double-digit EBITDA margin for FY27 due to labor inflation and potential NGT impact.
Revenue growth guidance maintained at 12-15% for FY27.

Allcargo Global Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 13:23:09 GMT

The company reported sequential improvement in volumes and yields, reducing losses despite geopolitical headwinds, while focusing on cost control and operational efficiency.

Revenue of INR3,522 crores grew 5.8% YoY and 20.8% QoQ.
EBITDA turned positive to INR33 crores from a loss of INR31 crores last year.
Volumes improved sequentially with 5% growth in LCL and Air, and 1% in FCL.
Standalone borrowings reduced to INR272 crores from INR314 crores in the prior quarter.
Management's focus is on maintaining flat costs in dollar terms and improving profitability through yield and volume growth.

SPML Infra Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 12:03:25 GMT

SPML Infra delivered strong Y-o-Y growth and is executing on its transformation, with a focus on high-margin water, power, and BESS projects, backed by a strengthened balance sheet and a robust order book.

Revenue grew 74% Y-o-Y to INR286 crores with an EBITDA margin of 10%.
Order book stands at ~INR5,100 crores, of which only ~INR1,251 crores is legacy low-margin work.
Targeting >INR5,000 crores of new order intake in FY27; secured INR1,293 crores in Q1.
BESS manufacturing facility's first phase is ready; targeting INR200-300 crores revenue from NTPC order in Q4 FY27.
Net worth doubled to >INR1,000 crores; debt-to-equity improved to 0.4x.
Maintaining guidance of >25% growth in revenue and profit for FY27.

Rishabh Instruments Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 11:59:48 GMT

The quarter was driven by strong 34% growth in the core Electrical and Electronics Instrumentation (EEI) segment, operational profitability in the solar inverter business, and progress on international expansion.

Consolidated revenue grew 4.2% YoY to INR 1,983 million, with EBITDA up 17.3% to INR 333 million.
EEI segment revenue grew 34% YoY with adjusted EBITDA margins expanding 520 bps to 24.8%.
Solar inverter business achieved operational profitability following successful product launch.
Lumel Alucast revenue declined as planned, remained at operating breakeven, aiming for adjusted EBITDA breakeven by FY27 end.
International businesses in the U.S., U.K., and China grew over 40%, 40%, and 20.3% respectively on a small base.
Net cash position of INR 1,606 million; new Nashik manufacturing facility partially commissioned.

Schneider Electric Infrastructure Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 07:54:33 GMT

The company reported a record order intake and strong backlog but faced near-term margin pressure from commodity inflation, operating leverage, and execution of legacy fixed-price contracts.

Order intake of INR 915 crores is the highest ever quarterly booking, with backlog growing 33% to over INR 2,100 crores.
Sales grew 5% YoY but profit margins were impacted by commodity inflation, operating leverage, and a weaker rupee.
Management is focused on data centers, semiconductors, and other emerging segments which comprise over one-fifth of the order bank.
Commodity cost pressures are being mitigated through price hikes, but legacy fixed-price contracts continue to impact current margins.
Capex expansions across multiple plants are on track, with the Kolkata plant aimed at increasing export capacity.

Puravankara Limited Q1 FY27 earnings call

Wed, 19 Aug 2026 14:45:14 GMT

Puravankara entered FY27 with a stronger operating rhythm, achieving balanced growth in presales, collections, handovers, and profitability while advancing its capital recycling agenda.

Presales grew 28% YoY to INR 1,439 crores.
Collections grew 40% YoY to INR 1,199 crores.
EBITDA margin expanded to 25% from 15% in Q1 FY26.
Profit after tax was positive INR 25 crores vs. a loss of INR 69 crores in Q1 FY26.
Maintained FY27 presales guidance of INR 11,200 crores.
Added 4 new land opportunities in Bengaluru with GDV of INR 5,200 crores.

Technocraft Industries (India) Limited Q1 FY27 earnings call

Wed, 19 Aug 2026 11:07:39 GMT

All key divisions performed well with record Drum Closure margins and strong US-driven demand for Scaffolding and Engineering services.

Drum Closure segment achieved record 43% EBIT margin due to volume and rupee depreciation.
Scaffolding segment saw strong US demand from AI chip plants and energy projects.
Engineering Services division grew due to buoyant outsourcing and AI/automation capabilities.
No significant new CAPEX planned for the year; focus on execution.
Defence vertical secured orders for JT Coolers and missile canisters, with a total order book of around Rs. 20-21 crores.

Triveni Turbine Limited Q1 FY27 earnings call

Wed, 19 Aug 2026 04:29:01 GMT

A challenging quarter with soft margins due to low-margin project execution and order mix, offset by strong export and aftermarket order booking pointing to a back-ended recovery.

Revenue grew 19.2% YoY to ₹4.43 billion, but EBITDA margin fell to 18% from 25.8%.
Profitability was impacted by a low-margin NTPC CO2 storage project and a higher share of domestic execution.
Order booking grew 6.1% YoY to ₹5.68 billion, driven by a 53.4% jump in export orders and a 54% rise in aftermarket orders.
Closing order book stood at ₹21.8 billion, with exports at 57% and aftermarket at 29%.
Management is optimistic about full-year growth in revenue and profit, expecting a recovery in margins in the second half.

TCPL Packaging Limited Q1 FY27 earnings call

Tue, 18 Aug 2026 15:53:49 GMT

TCPL delivered a record quarterly performance with strong domestic demand and profitable growth, while announcing a strategic entry into the lithium-ion battery separator film business.

Consolidated total income grew 16% YoY to INR 495 crore.
EBITDA grew 17% YoY to INR 88 crore, with margins at 18%.
PAT grew nearly 79% YoY to INR 40 crore.
Announced a new venture into lithium-ion battery separator film with an initial investment of ~INR 125 crore.
Flexible Packaging business is at optimal utilization, with a new line adding ~30% capacity for INR 50-60 crore.
Export business recorded steady growth, though near-term outlook remains cautious.

Patel Engineering Limited Q1 FY27 earnings call

Tue, 18 Aug 2026 15:20:49 GMT

Patel Engineering delivered strong PAT growth of 24.5% on moderate revenue growth, guided for 10% revenue growth in FY27, and sees a large opportunity pipeline across hydropower, pump storage, tunneling, and urban infrastructure.

Consolidated revenue grew 4% YoY to Rs 1,281 crores, while PAT grew 24.5% YoY to Rs 93.5 crores.
Order book stood at Rs 14,636 crores, diversified across hydropower (62%), irrigation (17%), tunneling (4%), and roads/urban infrastructure (17%).
Company sees a near-term opportunity pipeline of Rs 60,000 crores and has Rs 9,000 crores of bids under evaluation.
Management targets 10% revenue growth in FY27, with growth weighted to the second half.
EBITDA margin improved to 14.02% from 13.4% YoY, with a target to maintain 13-14% margins.
Credit rating was upgraded to A stable from A-.

Ndr Auto Components Limited Q1 FY27 earnings call

Tue, 18 Aug 2026 15:17:00 GMT

NDR Auto delivered revenue of INR 221.45 crore driven by strong order book execution, maintained healthy EBITDA margins at 11.88%, and commenced operations at two new facilities to diversify its product portfolio.

Revenue was INR 221.45 crore.
EBITDA margin was 11.88%.
NDR Hayashi facility for sunshades commenced operations in June 2026.
NDR Auto South subsidiary plant inaugurated, with SOP starting from Q2 FY27.
Order book stands at INR 650 crore.
Target is to achieve INR 3,000 crore revenue by 2030.

ION Exchange (India) Limited Q1 FY27 earnings call

Tue, 18 Aug 2026 14:51:28 GMT

The company faced a challenging quarter with profitability significantly impacted by legacy projects, high input costs, and geopolitical issues, despite 20% revenue growth.

Operating income grew 20% YoY to INR 701 crores, but EBITDA declined 49%.
Profitability was hit by legacy projects in Treatment Solutions, startup costs at the Roha plant, and higher raw material prices.
All five new reporting segments showed double-digit revenue growth.
Order book stood at INR 2,473 crores with a strong bid pipeline of INR 9,777 crores.
Management aims to improve execution, scale new capacities, and focus on less risky, higher-margin businesses.

HPL Electric & Power Limited Q1 FY27 earnings call

Tue, 18 Aug 2026 14:43:04 GMT

HPL Electric delivered strong Q1 revenue growth driven by the scaling of both its Consumer & Industrial platform and its smart metering order book, despite margin pressure from input cost volatility.

Revenue grew 35% YoY to Rs 515 crore, the highest ever Q1 revenue.
Consumer & Industrial revenue grew 55% YoY to Rs 278 crore, with broad-based growth across wires & cables, lighting, and switchgear.
Smart metering revenue grew 17% YoY to Rs 234 crore, supported by a Rs 3,200 crore order book.
EBITDA margin moderated to 12.26% due to input cost inflation, but management is taking pricing and product mix actions.
Management is confident in the near-term outlook for both segments and is focused on improving margin quality.

EIH Limited Q1 FY27 earnings call

Tue, 18 Aug 2026 14:21:55 GMT

Strong domestic demand drove healthy revenue growth, but EBITDA margins were pressured by a ramp-up hotel, higher marketing and IT spend, and renovations.

Revenue grew 15% YoY to Rs 698 crores, but EBITDA growth of 6% lagged due to several factors.
RevPAR grew to Rs 12,801 (all hotels) and Rs 15,000 (owned hotels), led by robust domestic demand offsetting lower foreign arrivals.
Oberoi brand RevPAR grew 8.2% (13.2% industry), impacted by new Oberoi Rajgarh and lower foreign guests; Trident grew 13.8% (9.2% industry).
Management is executing a 30-property expansion plan with 23 managed hotels expected in the next five years.
Q2 outlook is positive with strong business on books and upcoming large events (BRICS, air show).

Arkade Developers Limited Q1 FY27 earnings call

Tue, 18 Aug 2026 13:23:10 GMT

The company reported steady pre-sales growth and is planning a significant ramp-up in project launches, aiming for INR 3,000 crore in launches this fiscal year to accelerate growth.

Pre-sales grew 9% year-on-year to Rs 155 crores.
Revenue from operations was Rs 147 crores with an EBITDA margin of 18.9%.
The development pipeline reached an estimated Gross Development Value (GDV) of Rs 12,800 crores.
Planned launches for FY27 have an estimated GDV of nearly Rs 3,000 crores.
Net debt is minimal at Rs 5 crores, with a net debt-to-equity ratio of 0.01 times.
Management expects pre-sales of about Rs 1,000 crores this financial year, split between new launches and ongoing inventory.

Natco Pharma Limited Q1 FY27 earnings call

Sat, 22 Aug 2026 14:20:11 GMT

Strong profit growth driven by a bumper flu season in the associate Adcock Ingram and double-digit growth in the base business.

Consolidated revenue declined year-on-year due to lower Lenalidomide sales, but base business grew double digits.
EBITDA margin improved QoQ to 30.9%, and PAT grew 34% QoQ on a normalized basis.
Profit was significantly boosted by NATCO's 35.75% share of Adcock Ingram's profit at INR84.3 crores, due to a strong flu season.
Brazil business revenue grew 180% to INR178 crores, and domestic sales grew, partly driven by semaglutide.
The company plans a fundraise of ~INR2000 crores for potential acquisitions and to maintain strategic cash reserves.

IPCA Laboratories Limited Q1 FY27 earnings call

Sat, 22 Aug 2026 07:40:06 GMT

Ipca delivered robust 21% revenue growth and significantly improved EBITDA margins by 4.49 percentage points to 22.88%, revising its full-year revenue growth guidance upward.

Consolidated revenue grew 21% to INR 2,788 Cr, with all business segments performing well.
Consolidated EBITDA margin improved sharply to 22.88%, up 4.49 percentage points YoY, leading to a 50% increase in absolute EBITDA.
Domestic formulations grew 13%, with chronic segment outperforming the market at 17.2% growth.
Overall export business grew 34%, driven by a 27% growth in the generic business excluding tenders and a 107% surge in institutional generic business (partly due to delayed shipments).
Management revised its FY27 revenue growth guidance upward to 14-16% from 12-13% and EBITDA margin guidance to 23% from 22%.
The company plans a CapEx of INR 700-800 Cr this year for capacity expansion and biotech R&D, while maintaining a net cash positive position.

Bcl Industries Limited Q1 FY27 earnings call

Sat, 22 Aug 2026 07:36:53 GMT

The quarter saw steady performance despite a temporary plant shutdown from a fire, with EBITDA margin expanding due to operational efficiencies and vertical integration, while future demand drivers for ethanol are being evaluated.

A fire incident at the Bathinda ethanol storage tank caused a temporary shutdown of the 200 KLPD unit, with full recovery of losses expected through insurance.
Completed acquisition of the remaining 25% stake in Svaksha Distillery, making it a wholly-owned subsidiary, and commissioned a new 150 KLPD unit.
Consolidated revenue declined primarily due to the exit from the packaged oil business, but EBITDA and PAT grew year-on-year with margin expansion.
Distillery segment margin improved to 12.4%, supported by operational efficiencies from vertical integration and a paddy straw boiler.
Country liquor volumes grew 42% quarter-on-quarter and 46% year-on-year, with new product launches.
Management is holding new capex projects like the 250 KLPD Fatehabad plant and biodiesel unit pending policy clarity and industry evolution.

Seamec Limited Q1 FY27 earnings call

Sat, 22 Aug 2026 05:00:25 GMT

Strong revenue growth of 41% YoY was driven by healthy fleet utilization, with the company positioned for further expansion through the Seamec ANANT acquisition and a favorable offshore vessel market outlook.

Consolidated revenue grew 41% YoY to INR 297 crores.
Consolidated PAT stood at INR 81 crores.
Fleet utilization remains healthy, benefiting from strong demand for specialized offshore vessels.
Acquisition of vessel Seamec ANANT for USD 70 million is expected to be completed by end of August 2026.
Management is targeting 15-20% CAGR growth over the next 3-5 years.
EBITDA margins are expected to remain sustainable in the 40-42% range.

Kuantum Papers Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 17:55:50 GMT

The company delivered revenue growth driven by sales volume but margins were pressured by increased costs linked to the West Asia conflict and local raw material prices, with profitability expected to improve after completing machine upgrades.

Operational income grew 36% year-on-year to INR304 crores.
Paper sales volume increased 35% year-on-year to 42,922 metric tons.
EBITDA was INR40 crores with a margin of 13.2%, broadly stable year-on-year.
Net sales realization improved by INR3,400 per ton quarter-on-quarter, but costs rose by INR4,200 per ton.
Key upgrades included commissioning a DDS digester system, a starch system, and a wrapping machine, while PM3 is shut for a rebuild.
Debt is expected to peak at INR760-770 crores and reduce by about INR175 crores annually over the next 3 years.

Zaggle Prepaid Ocean Services Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 13:19:38 GMT

The quarter was about deliberate transformation focused on improving cash flow and calibrating capitalization, which impacted margins in the short term, while revenue grew 28% YoY and recent acquisitions are poised to contribute from Q2.

Revenue grew 28% YoY to INR423 crores, but adjusted EBITDA margin declined to 8.2% due to DICE acquisition costs and policy shifts.
Management is pivoting focus from 'profitable growth' to optimizing cash flow, capitalization, and operational prudence.
DICE acquisition completed with 100 AI professionals relocated; revenue from novated contracts will start from Q2 FY27.
Subsidiaries like 86400 and GreenEdge showed strong growth, with GreenEdge revenue up 160% YoY.
Program fee growth slowed to 10% YoY as part of a deliberate shift to optimize working capital and cash flow.
Guidance of 40% consolidated revenue growth for FY27 is maintained, with expectations for acceleration in coming quarters.

Dynacons Systems & Solutions Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 12:34:21 GMT

Dynacons reported flat revenue due to delivery timing issues, but posted strong profitability growth, secured major strategic wins, and saw its order book surge to ~INR3,104 crores, indicating robust underlying demand.

Revenue declined to INR313 crores from INR328 crores YoY due to extended OEM delivery lead-times, but demand is intact.
EBITDA increased to INR40 crores and PAT stood at ~INR20 crores, reflecting improved business mix.
Secured major orders including INR750 crores from RBI, INR267 crores from NPCI, and INR125 crores from CBI.
Order book stands at ~INR3,104 crores, providing strong execution visibility.
Bidding pipeline is ~INR6,650 crores across data center, cloud, networking, and managed services.

Endurance Technologies Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 11:45:14 GMT

Endurance delivered strong revenue growth amid a challenging global environment, focusing on expanding capacities for brakes, EV battery packs, and 4W aluminum castings while managing commodity cost headwinds.

Standalone total income grew 35.9% YoY to ₹ 3,194.15 crores.
EBITDA margin at 11.2% was impacted by commodity cost increases.
Order wins in India for Q1 were ₹ 391.6 crores, with significant wins for suspension and brakes.
EV sales in India grew 87.6% YoY to ₹ 129.7 crores.
Multiple new plants and capacity expansions are on track for SOP across brakes, battery packs, castings, and alloy wheels.
European operations booked € 13.9 million in new orders despite a challenging market.

Fujiyama Power Systems Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 11:29:19 GMT

The company is rapidly scaling manufacturing and distribution to capitalize on robust rooftop solar demand, particularly from the PM Surya Ghar scheme, while expanding backward integration to improve control over the supply chain.

Revenue grew 125.3% YoY to Rs. 13,457 million, with EBITDA up 140.6% and margin expanding to 18.9%.
Significantly expanded distribution, adding over 80 distributors, 1,000+ dealers, and 30 exclusive Shoppes, taking total channel partners to over 10,100.
Commissioned a 2-gigawatt solar panel facility, taking total panel capacity to 3.5 GW, and a 2-gigawatt power electronics facility.
A fire at the Bawal facility resulted in a provisional exceptional loss of Rs. 1,436 million, which is fully insured and expected to be recovered.
Increased stake to 50% in Zayo Energy and Zayo Cable as part of backward integration strategy.
Upgraded full-year revenue growth guidance from 50% to 70%.

Diamond Power Infrastructure Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 11:23:03 GMT

Strong execution and operational leverage drove a 191% PAT growth despite heavy monsoon disruptions, with a funded capacity expansion and robust order book positioning the company for leadership in higher-margin medium and extra high voltage cables.

Revenue grew 129% YoY to INR690 Cr despite heavy monsoon disrupting installation sites.
EBITDA grew 172% with margin expanding ~200 bps to 12.3% on operating leverage.
PAT grew 191% to INR58.5 Cr; EPS was INR1.11.
QIP of INR1,640 Cr completed, making net worth positive; funds to be deployed into new capacity.
Order book as of Aug 11 stands at INR3,688 Cr, with ~INR845 Cr to be executed in the next year.
FY27 revenue guidance is INR4,300-4,500 Cr, with EBITDA margin guidance of 11-13%.

Travel Food Services Ltd Q1 FY26 earnings call

Fri, 21 Aug 2026 09:38:15 GMT

TFS delivered double-digit sales and profit growth despite flat passenger traffic, driven by network expansion and new outlet openings, while navigating temporary headwinds from the Middle East conflict.

System-wide sales grew 18% YoY to INR 8.4 billion.
PAT increased 35.6% YoY to INR 1.3 billion, aided by a GST provision write-back.
Passenger traffic was flat due to a decline in international travel.
Network expanded to 21 airports with 580 outlets/lounges, adding 87 units in the last 12 months.
Over 50 new outlets are under development across the network.
EBITDA margin moderated to 35.8% due to costs for new openings.

Unicommerce Esolutions Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 07:50:01 GMT

The quarter was characterized by strong revenue growth, planned front-loaded investments to accelerate future growth, and confidence in achieving 15%+ growth in the core Uniware platform and 20%+ growth in Shipway by Q4 FY27.

Revenue grew 14.3% YoY to INR51.4 crores.
Adjusted EBITDA declined 14.5% YoY to INR8.1 crores due to planned investments.
Uniware delivered 12.8% YoY revenue growth, or >15% excluding a past client exit.
115 new enterprise customers were added, up 30.7% YoY.
Investments are focused on AI-led product innovation, talent, and go-to-market expansion, front-loaded in H1 FY27.
Management expects improved profitability in H2 FY27 and targets breakeven for Shipway by Q3 FY27.

Ashok Leyland Limited Q1 FY27 earnings call

Fri, 21 Aug 2026 05:14:15 GMT

Ashok Leyland posted record Q1 volumes and revenue despite industry headwinds, but flat EBITDA margins reflect significant pressure from rising commodity costs which management expects to persist into Q2.

Achieved all-time high Q1 CV volume, revenue, profit and cash surplus.
Domestic MHCV truck volume grew 15% Y-o-Y; LCV volume grew 21% Y-o-Y to a Q1 record.
EBITDA was flat Y-o-Y at INR970 crores with margin at 10.1%, down 100 bps, due to commodity price pressures.
Management used inventory and price hikes to mitigate gross margin contraction, but expects Q2 to be challenging with further cost headwinds.
Export volume declined 18% Y-o-Y due to logistical issues in the UAE plant, but recovery is underway.
Non-CV businesses (aftermarket, Power Solutions, defense) grew strongly.

Premier Explosives Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 17:55:24 GMT

Revenue declined sharply due to supply chain and export license delays, but a large defense order book provides visibility, and management expects a stronger recovery in subsequent quarters.

Q1 revenue declined 28% YoY to INR102.6 crores due to dispatch and execution delays.
Profitability severely impacted with EBIT down 80% and margins at 4.7%.
Order book stands at INR1,393 crores, with 94% from defense, providing strong revenue visibility.
Management retains FY27 revenue guidance of around INR600 crores.
Expect export license delays to ease and execution to improve in Q2 and Q3.

Cholamandalam Financial Holdings Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 17:50:32 GMT

Quarter results were impacted by intense pricing competition in commercial lines and health, elevated motor OD claims, and a large fire loss, leading to a combined ratio of 120.4%.

Gross direct premium income (GDPI) grew 2.6% year-on-year to Rs. 1,860 crores.
Motor OD loss ratio is elevated at over 86%, with management targeting to bring it below 80%.
Combined ratio deteriorated to 120.4% due to higher motor reserve strengthening and a large fire loss.
Health portfolio declined as the company prioritized portfolio quality and profitability over volume.
Solvency ratio remains robust at 1.93 times.

Voltas Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 14:32:02 GMT

Voltas delivered strong Q1 FY27 performance, significantly outperforming the industry and widening its market share lead in room air conditioners to 17.3%.

Consolidated income grew to Rs 4,765 crores from Rs 4,021 crores YoY.
Net profit increased to Rs 213 crores from Rs 141 crores YoY.
Room Air Conditioner volumes grew 45% YoY, outperforming the industry, widening secondary market share lead to 4 percentage points.
Voltbek achieved its highest ever quarterly sales in value and volume.
Signed a binding term sheet for a 50-50 joint venture with Atomberg to manufacture RAC compressors in India.
Segment B (Projects) total carryover order book stood at Rs 6,345 crores.

Brigade Enterprises Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 14:23:55 GMT

The company reported strong profitability growth from higher realizations and margins, while its residential launch pipeline and presales guidance remain on track despite a project-specific setback.

Net sales declined 5% YoY to INR1,061 Cr, but realizations jumped 21%.
Consolidated PAT grew 37% YoY driven by a 45% increase in Real Estate EBITDA.
Launch pipeline for next 4 quarters is 16.4 million sq ft, with 9.36 million sq ft slated for the rest of FY27.
Presales guidance of INR9,000 Cr for FY27 is maintained.
Commercial occupancy was 88%, retail sales grew 35% YoY, and hospitality profit increased 140%.

Alkem Laboratories Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 14:22:29 GMT

Revenue growth was driven by international sales and branded formulations in India, but net profit declined sharply due to tax impacts and ongoing investments in new, loss-making CDMO and MedTech businesses.

Revenue grew 11% YoY to INR 3,740 Cr, with India up 10.3% and International up 16%.
Net profit fell 21.7% due to tax factors.
EBITDA margin was 20.5%.
Outperformed Indian Pharmaceutical Market (IPM) by 100 basis points.
Daman facility received OAI status, but supplies continue; it contributes 45% of U.S. revenue.
Trade Generics growth was flat, dragging India growth.

Shanti Gold International Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 14:05:27 GMT

Q1 FY27 was driven by strong volume growth of 61% and the successful commencement of operations at the new Marol manufacturing facility, supporting a revenue surge of 144.69%.

Revenue surged 144.69% YoY to INR716.38 crores, driven by a 61% volume increase.
EBITDA grew 39% YoY to INR71.45 crores, with a margin of 9.97%.
Profit After Tax increased 46.94% YoY to INR50.48 crores.
Operations commenced at the new Marol facility, expanding manufacturing capabilities.
Management issued FY27 guidance of 50-60% value growth and 30-40% volume growth.
A rights issue of INR100 crores was approved to support growth plans.

LG Electronics India Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 14:03:03 GMT

LG India delivered broad-based double-digit growth across all major categories, expanding margins despite industry cost pressures, while advancing its 'Make in India' and export strategy.

Revenue grew 15.5% YoY to INR 72.33 billion with every major category seeing double-digit growth.
EBITDA margin expanded 110 bps YoY to 12.5% through premium mix, calibrated price increases, and operating leverage.
Exports grew significantly, reaching 65 countries and are margin accretive compared to domestic sales.
The Essential series sold over 5 lakh units in H1 CY26 and is margin-accretive, expanding reach to new customers.
Market leadership maintained across key categories, with TV market share at 26% and OLED share at 59%.
The third plant at Sri City is on track, with compressor production starting in Q3 FY27.

DCW Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 13:59:24 GMT

Q1 FY27 profitability was severely impacted by temporary event-driven disruptions in the PVC business, though management expects normalization and improved performance in subsequent quarters as part of the company's strategic shift towards value-added specialty chemicals.

Revenue grew 14% year-on-year to Rs 542 Cr, but fell 11% sequentially due to one-off factors.
EBITDA declined 28% YoY to Rs 41.4 Cr, dragged down by a Rs 14 Cr negative EBITDA in Basic Chemicals, primarily from PVC losses.
PVC business was hit by a triple whammy: temporary VCM supply shortage from West Asia crisis, elevated VCM prices, and suspension of import duties pressuring domestic realizations.
Specialty Chemicals segment was resilient, with revenue up 38% YoY and EBITDA growing approximately 20%.
Management announced a Rs 250 Cr growth capex plan over 2-3 years, focused on expanding Synthetic Iron Oxide Pigment (SIOP) capacity and improving captive power efficiency.
The company targets to become effectively net debt free by the end of FY27 after repaying legacy debt, with new investments aimed at a minimum incremental ROCE of 20%.

Zota Health Care LImited Q1 FY27 earnings call

Thu, 20 Aug 2026 13:38:04 GMT

The company began FY27 with strong momentum, driven by retail network expansion and increased consumer footfalls, while planning a moderated pace of store openings to focus on productivity.

Revenue grew 67.6% YoY to INR 17,360 lakhs.
Gross margin improved to 61.96% YoY.
Net addition of 246 Davaindia stores, taking total to 2,825.
Customer footfall reached ~60 lakhs, up from ~35 lakhs YoY.
Targeting cash breakeven by Q1 FY28.

TIL Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 13:36:09 GMT

TIL delivered strong year-on-year growth in Q1 FY27, driven by execution of existing orders and the strategic acquisition of Tulip Compression, marking a visible step in its transformation journey.

Consolidated revenue grew 86% YoY to INR117.1 Cr, with EBITDA at INR7.3 Cr.
Delivered nine ReachStackers, a key product for port handling, signaling improved execution.
Acquired Tulip Compression, a clean energy infrastructure company, adding INR328 Cr order book.
Core order book stands at INR211 Cr with a pipeline of ~INR373 Cr, aiming for significant turnover growth.
Focus remains on converting order book, deepening aftermarket, localizing supply chain, and integrating Tulip.

Physicswallah Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 12:30:59 GMT

Physicswallah delivered strong overall revenue growth, led by a near-doubling of its online early learning and K-12 segment, while improving profitability metrics and navigating a temporary NEET exam cycle shift.

Q1 FY27 revenue reached INR 1,054 crores, growing over 24% year-over-year.
Online revenue grew 33% YoY; offline and other businesses grew 16% YoY.
Online early learning and K-12 business grew 88% YoY in revenue and 41% in enrollments.
Pre-Ind AS EBITDA was negative INR 44 crores, an improvement of 624 basis points YoY.
Management maintains full-year guidance of 30% revenue growth and 100% EBITDA improvement.
NEET exam pattern change impacted Q1 enrollments, but collections post-results have been encouraging.

Anupam Rasayan India Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 12:25:54 GMT

Anupam Rasayan began FY27 with strong 36% revenue growth, driven by new product commercialization and the strategic integration of acquisitions to build a diversified specialty chemicals platform.

Consolidated total income grew 36% year-on-year to INR668 crores.
Successfully commercialized Ethyl Trifluoroacetate (ETFA) using flow chemistry, claimed as a global first.
Signed a Letter of Intent with BASQUEVOLT for a potential USD300 million opportunity over 10 years.
The Jayhawk acquisition contributed 20-22% of quarterly revenue.
The proposed acquisition of Bliss GVS Pharma is expected to conclude in the first half of September.
Major capex cycle is complete; future capex is estimated at INR70-80 crores.

Sudarshan Chemical Industries Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 12:04:09 GMT

A strong Q1 driven by integration benefits, cost reduction initiatives, and a significant improvement in the acquired group's EBITDA provides a solid foundation for growth, despite navigating a challenging geopolitical environment.

Legacy Sudarshan sales grew, with a target of 12-13% growth; acquired group grew by 5% despite geopolitical issues.
Business EBITDA for the acquired group grew from Rs.65 Cr to Rs.128 Cr, driving overall pigment business EBITDA to Rs.275 Cr.
Net debt reduced by 60% from its peak to Rs.531 Cr.
Value capture and cost reduction are key ongoing priorities for profitability growth.
Guidance for the acquired group is EUR 700 million turnover and EUR 35 million EBITDA, not revised despite strong Q1.
RIECO business faced challenges, leading to a drop in revenue and EBITDA, but recovery is expected.

SKF India Ltd Q1 FY27 earnings call

Thu, 20 Aug 2026 12:02:47 GMT

SKF India completed its demerger to become a pure-play automotive company and is investing in capacity and technology for future growth in the mobility sector.

The company demerged its industrial business effective Oct 1, 2025, and is now a focused automotive business.
Revenue grew 15.4% to Rs 2,129 crores for FY 25-26, though profit before tax declined ~34% due to one-off items.
The company is investing Rs 500 crore in capex until 2028, with Rs 170-200 crore planned for 2026, mainly for capacity expansion.
Strategy focuses on e-mobility, high-speed EV bearings, capacity expansion across three plants, and sustainability goals.

KNR Constructions Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 11:56:52 GMT

Revenue growth is expected from the start of new HAM and mining projects in Q3, alongside potential recovery of significant irrigation receivables.

Order book stands at INR15,234 crores, with mining now comprising 45%.
Execution is expected to ramp up in H2 FY27 with new HAM and mining projects starting.
Management is targeting FY27 revenue of INR2,200-2,300 crores and EBITDA margin of 8-9%.
Positive discussions are ongoing for recovery of ~INR650 crores in Telangana irrigation receivables.
Capital expenditure for FY27 is guided at INR350-400 crores, primarily for mining equipment.
Order inflow target for FY27 is INR8,000-10,000 crores.

Amagi Media Labs Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 11:51:07 GMT

Amagi posted record quarterly revenue of INR437 crores, up 32% year-on-year, driven by strong volume growth across its cloud-native media platform, while also showing expanding profitability and early AI traction with 10 active pilots.

Revenue was INR437 crores, up 32% YoY and 21% on a constant currency basis.
Adjusted EBITDA margin expanded to 11.5%, up from 10.3% in FY26 full year.
Platform activity was strong: content processed grew 43%, ad impressions grew 59%.
AI product Newspulse gained its first paying customer, a major U.S. news network.
Cash and investments stood at INR1,616 crores, including IPO proceeds.
Management sees a large TAM of $17 billion, with AI potentially doubling it over time.

India Glycols Limited Q1 FY27 earnings call

Thu, 20 Aug 2026 11:06:32 GMT

The company posted strong double-digit revenue and profit growth across its diversified portfolio, led by a record EBITDA quarter and a strategic demerger plan approved by the NCLT.

Record EBITDA of INR170 crores, up 13% year-on-year.
Net revenue grew 9% to INR1,130 crores.
All three business segments (Spirits, Chemicals, Bio Pharma) reported double-digit revenue growth.
NCLT approval received for demerger into three dedicated companies.
Finance costs halved due to debt reduction.
Management provided aspirational mid-term EBITDA targets for each demerged entity.