Sector concallsConsumer Goods
- Aditya Infotech Limited
- AJC Jewel Manufacturers Ltd
- Amber Enterprises India Limited
- Balrampur Chini Mills Limited
- Bcl Industries Limited
- Brand Concepts Limited
- CARYSIL LIMITED
- Cello World Limited
- Colgate Palmolive (India) Limited
- EPACK Durable Limited
- EPL Limited
- Eureka Forbes Limited
- Eveready Industries India Limited
- Flair Writing Industries Limited
- Godrej Consumer Products Limited
- Golkunda Diamonds & Jewellery Ltd
- Honasa Consumer Limited
- IFB Industries Limited
- Jubilant Foodworks Limited
- KRBL Limited
- Kuantum Papers Limited
- Lenskart Solutions Limited
- LG Electronics India Limited
- Milky Mist Dairy Food Ltd
- Orient Bell Limited
- Page Industries Limited
- PAKKA LIMITED
- Patanjali Foods Limited
- Physicswallah Limited
- RBZ Jewellers Limited
- Shankesh Jewellers Limited
- Shanti Gold International Limited
- Som Distilleries & Breweries Limited
- Somany Ceramics Limited
- Stanley Lifestyles Limited
- TCPL Packaging Limited
- Thomas Scott (India) Limited
- UFLEX Limited
- Virtuoso Optoelectronics Ltd
- Voltas Limited
FY 2025-26 standalone revenue and profit fell on planned shutdowns, equipment issues, Project Jagriti delays and import pressure, while Q1 FY 2026-27 showed higher consolidated revenue and a return to profit as management focuses on completing and stabilising Jagriti.
- Standalone revenue from operations FY 2025-26
- ₹355.8 Crvs ₹406.04 Cr in FY 2024-25
- Standalone net profit FY 2025-26
- ₹18.15 Crvs ₹56.7 Cr in FY 2024-25
Q1 FY27 showed sharp year-on-year growth in revenue and profit as the company scaled core B2B gold jewellery manufacturing while building its Esthara silver retail network and pursuing majority ownership of its UAE operation.
- Consolidated revenue
- 101.38 crorevs 45.12 crore in Q1 FY26, 124.69 percent YoY increase
- EBITDA
- 4.64 crorefrom 1.58 crore
Shankesh Jewellers reported Q1 FY27 revenue of INR424 crores up 55% year-on-year with expanded margins, attributing performance to its asset-light handcrafted B2B model and festive product mix.
- Revenue from operations
- ₹424 Cr+55% YoY from ₹273 Cr in Q1 FY26
- Gross profit
- ₹66 Cr+95% YoY
The company delivered strong growth in its first quarterly results post-IPO, with revenue up 43.6% and profit after tax rising sharply by 889.81% YoY.
- Revenue from operations
- ₹973.45 Cr43.6% YoY▲
- Gross Profit
- ₹333.02 Cr56.10% YoY▲
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 from Operations
- ₹66 Cr22%
- EBITDA
- ₹9 Cr43%
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 Growth
- almost 11%
- PBT Loss
- widened marginally
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.
- Sugar Inventory (as of June 30)
- 45.67 lakh quintals
- Average Carrying Cost of Sugar Inventory
- INR 37.19 per kg
Patanjali Foods reported record quarterly revenue driven by edible oils and strong FMCG growth, but management expressed caution due to El Niño, rural demand concerns, and input cost inflation.
- Revenue from Operations
- ₹11,337 Cr29%
- Operating EBITDA
- ₹543 Cr
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.
- Consolidated Revenue
- ₹5,397.2 Cr38% Y-o-Y
- EBITDA
- ₹919.8 Cr92% Y-o-Y
The company is driving double-digit sales growth through balanced investment in premium brand growth, category consumption initiatives, and maintaining core brand superiority.
- Sales
- ₹1,591 Cr12%
- Profitability
- ₹343 Cr10.6%
VOEPL delivered strong Q1 revenue growth with significant profit expansion and is scaling capacity across multiple verticals while navigating raw material pressures.
- Revenue
- ₹376.6 Cr85%
- PAT
- ₹9 Cr103%
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
- ₹495 Cr16%
- EBITDA
- ₹88 Cr17%
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.
- Consolidated Revenue
- ₹623 Cr
- EBITDA
- ₹66 Cr17% YoY
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
- ₹304 Cr36%
- Paper Sales Volume
- 42,922 metric tons35%
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
- ₹4,765 Cr
- Net Profit
- ₹213 Cr
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 from Operations
- ₹716.38 Cr144.69%
- EBITDA
- ₹71.45 Cr39%
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
- ₹7,233 Cr15.5%
- EBITDA Margin
- 12.5%1.1 ppts
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.
- Revenue
- ₹1,054 Crover 24%
- Online Revenue Growth
- 33%year-over-year
IFB Industries delivered strong revenue growth of 16.65% in Q1 FY27, driven by an 18% increase in its Home Appliances Division, while navigating persistent commodity and forex cost pressures through cost initiatives.
- Revenue
- ₹1,529 Cr16.65%
- PBDIT
- ₹88.46 Cr26.46%
Amber's Q1 revenue and profit grew on the back of strong electronics performance, while margins face temporary pressure from commodity inflation and wage revisions.
- Consolidated Revenue
- ₹3,888 Cr13%
- Operating EBITDA
- ₹337 Cr28%
Revenue declined due to B2B logistics issues from the Middle East war and slower retail conversions from delayed residential project handovers, prompting strategic store network and brand architecture changes for future growth.
- Revenue from Operations
- ₹99.35 Cr
- EBITDA
- ₹17.22 Cr
Q1 was an extremely difficult quarter due to operational disruption in Madhya Pradesh, but the company sees signs of resilience with recovery in other states and the commissioning of a major new brewery in Uttar Pradesh.
- Consolidated Volumes
- 45.79 lakh cases
- Total Income
- ₹268.8 Cr
The quarter was defined by Popeyes becoming a second growth engine with 45% LFL growth, while Domino's core business delivered 2.5% LFL growth against a high base and management focused on reversing the dine-in trend.
- Domino's LFL Growth
- 2.5%
- Popeyes LFL Growth
- 45%
Honasa delivered 32% revenue growth driven by volume growth, focus categories, and strong performance across both core and younger brands while expanding EBITDA margins and launching a new fragrance brand.
- Revenue Growth
- 32%+30.5% volume growth
- EBITDA
- ₹110 CrAlmost ₹110 Cr
The company started the year with strong revenue and profit growth while strategically launching into the Indian domestic market and expanding its lab-grown diamond business.
- Revenue from Operations
- ₹85.21 Cr23%
- EBITDA
- ₹8.64 Cr69%
The company delivered strong 15.3% revenue growth driven by volume-led expansion in water purifiers and premiumization in robotics, though service bookings softened due to price increases and EBITDA margins declined 46 basis points due to gross margin pressure and planned growth investments.
- Revenue
- ₹701 Cr15.3%
- Adjusted EBITDA Margin
- 10.5%-46 bps
Volume growth was healthy, but reported revenue and profit were impacted by temporary quarter-end logistics constraints and inflationary input cost pressures.
- Revenue
- ₹1,420.4 Cr7.9%
- Sales Volume
- 61.9 million pieces5.7%
Aditya Infotech delivered exceptional Q1 growth with revenue up 89.5% and PAT up 332.5%, driven by strong traction of its CP PLUS brand and market share gains, while advancing manufacturing, innovation, and AI initiatives.
- Revenue
- ₹1,402 Cr89.5%
- Gross Margin
- 30.8%810 bps
Somany Ceramics delivered a significant 3.6% EBITDA margin improvement to 11.6% in Q1, driven by strong operational efficiency and capacity utilization, despite volatile gas prices.
- Sales Growth (Volume)
- 3%
- Sales Growth (Value)
- 24%
The company delivered its strongest-ever quarterly profit despite a 50% export revenue decline caused by Middle East logistics disruptions, with management expecting a progressive recovery in exports as shipping lanes reopen.
- Total Income
- ₹1,560 Cr-3%
- Domestic Revenue
- ₹1,221 Cr14%
RBZ Jewellers reported strong Q1 revenue growth driven by retail and is aggressively expanding its store footprint in Gujarat to transform into a retail-led brand.
- Revenue from Operations
- ₹121 Cr60% Y-o-Y
- EBITDA
- ₹18 Cr39% Y-o-Y
EPACK delivered record quarterly revenue of INR 886 Cr, up 34% YoY, driven by strong growth in its core RAC business and a 68% surge in small and large domestic appliances as its diversification strategy gains traction.
- Revenue from Operations
- ₹886 Cr34%
- EBITDA
- ₹55 Cr0.70%
Lenskart delivered accelerating growth and profitability, showing its market creation playbook works as it expands density, enters new towns, and serves both premium and mass price points.
- Revenue Growth
- 34%YoY
- PAT
- ₹228 Cr182% YoY
Revenue grew 10.6% YoY with gross margin stable at 50%, though geopolitical uncertainties and raw material inflation pressured sequential profitability, which management is countering with price hikes and mix changes while reiterating 15% full-year revenue growth guidance.
- Revenue
- ₹319.2 Cr10.6%
- Gross Margin
- 50%-31 bps
EPL delivered record underlying revenue growth of 20% this quarter, successfully passed through unprecedented cost inflation, and raised its growth guidance to high teens.
- Revenue Growth
- 25.3%
- Underlying Revenue Growth
- 20%
Volatility from Middle East geopolitics and Morbi shutdowns created a supply gap, benefiting organized players like Orient Bell, whose tech-driven demand generation helped secure volumes and drive strong quarterly profit growth.
- Revenue
- ₹203 Cr42.8%
- Volume Growth
- 22.9%
Leadership change following the CEO's sudden resignation, with a focus on maintaining strategic direction while strengthening execution rigor to elevate performance across core and new categories.
Carysil delivered strong Q1 profitability growth driven by operating leverage, product mix, and scale, while maintaining margin guidance and seeing a strong order pipeline across domestic and export markets.
- Total Income
- ₹264.8 Cr16.5% YoY
- EBITDA
- ₹56 Cr27% YoY
Eveready delivered its seventh consecutive quarter of revenue growth, driven by strong alkaline battery performance and the commencement of commercial production at its Jammu facility.
- Revenue
- ₹407.7 Cr9%
- EBITDA
- ₹61.5 Cr
Revenue was soft at Rs 527 crores due to weak consumer demand and steel bottle stock-outs, but margins held up due to price increases, with the Writing Instrument segment growing 52% and e-commerce rising to 16.3% of sales.
- Revenue
- ₹526.7 Cr
- EBITDA Margin
- 22.2%