Pace Digitek Earnings Call: Key Takeaways
Pace Digitek reports FY26 revenue of Rs. 2,641 Cr with 11.4% PAT margin. Transitioning from telecom infra to a major BESS player with integrated manufacturing and BOO models.
- Call
- Guides 21% growth
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Pace Digitek reports FY26 revenue of Rs. 2,641 Cr with 11.4% PAT margin. Transitioning from telecom infra to a major BESS player with integrated manufacturing and BOO models.
Gravita reported consistent Q3FY26 performance with Revenue at Rs. 1,017 Cr. Focus remains on expanding into lithium-ion, steel, and paper recycling while maintaining healthy PAT margins of 9.60%.
SoftTech reported a record rebound in FY26 with consolidated revenue growing 39.5% YoY to ₹132.90 Cr and PAT reaching ₹5.33 Cr. Strategy is shifting from products to platforms (CivitTwin, TDR, Metaverse).
Praj reports FY26 revenue of INR 31,679 Mn with 4.79% EBITDA margin. The company is transitioning from Bioenergy dominance toward modularized Engineering and HiPurity solutions.
Persistent Systems reported strong FY26 performance with $1.65B revenue, up 17.4% YoY. The strategy centers on an AI-led, platform-driven approach for digital engineering and enterprise modernization.
Aakaar Medical Technologies reported FY26 revenue of INR 67 Cr (up 8.6%) and PAT of INR 6.63 Cr (up 10%). The company is shifting towards an asset-light DODO clinic model via its Xelix platform.
KRM Ayurveda crossed ₹100 Cr revenue in FY26, reporting 32.84% growth. Strategy focuses on integrated healthcare through hospital expansion, specialty Ayurvedic care, and digital telehealth.
CARE Ratings delivered strong FY26 performance with consolidated revenue up 18% and PAT up 24%. Strategy focuses on scaling global rating entities and non-rating AI-driven analytics.
Lokhandwala Kataria Construction Pvt Ltd reported revenue from operations of ₹290.6 Cr (-1.9% YoY) and a net loss of ₹250.9 Cr for H2 FY26.
Esconet reported FY26 consolidated revenue of ₹357.84 Cr, up 53.4% YoY. Strategy focuses on 'The Sovereign Stack' integrating hardware, cloud, and cybersecurity.
Management reported strong Q4 growth but faces significant raw material headwinds and global volatility. Profits were hit by a major ₹48.8 Cr impairment of their German subsidiary, MFT, masking underlying operating resilience.
Escorts Kubota Limited (EKL) projects FY26 operational revenue of ₹11,473 Cr with 13.2% EBITDA margin. Strategy focuses on Kubota synergy, domestic tractor leadership, and expanding exports.
Management update on the non-renewal of Henkel brand licenses (Pril and Fa) effective June 1, 2026. Company is shifting focus to scaling 'Exo' Dishwash Liquid and has initiated arbitration in Singapore.
Amagi delivered 29.5% FY26 revenue growth and turned PAT-positive. Strategy focuses on AI-led automation and 'glass-to-glass' cloud infrastructure scaling.
JD Cables reports strong FY26 performance with Revenue at ₹364.59 Cr and PAT at ₹31.72 Cr. Strategy focuses on product expansion and strategic diversification into Infrastructure/Power EPC projects.
CARE Ratings delivered strong FY26 performance with 18% consolidated revenue growth and 24% PAT growth, driven by ratings and non-ratings segments.
Apex Ecotech reports record FY26 performance with revenue growing 109.5% YoY to ₹148.65 Cr and PAT rising 98.8% to ₹17.02 Cr, driven by execution in water treatment.
Varroc Engineering reported FY26 revenue of ₹88,905M with ₹8,364M EBITDA. Management is focused on deleveraging and expanding EV component content.
Spectrum Talent Management Ltd reported revenue from operations of ₹742.4 Cr (+0.4% YoY) and net profit of ₹8.5 Cr (+254.2% YoY) for H2 FY26.
Vedanta is executing a massive demerger into five focused entities to unlock shareholder value. Management is pivotting to high-growth, vertically integrated structures with a heavy reliance on aluminum and zinc as primary EBITDA drivers.
Bank of Baroda delivered record FY26 Net Profit of $2,111 Mn (up 2.2% YoY). Global business grew 13.9% to $324.6 Bn, driven by 16.2% advance growth.
Binny Ltd reported revenue from operations of ₹19.1 Cr and net profit of ₹11.5 Cr for Q3 FY26.
Vedanta reports highest-ever 3Q EBITDA of ₹15,171cr (+34% YoY) and 41% margin. Strategy focuses on cost leadership in Aluminum/Zinc and massive capacity expansion across 5 segments by FY27/FY28.
Balrampur Chini Mills reported FY26 revenue of ₹6,271cr with EBITDA of ₹741cr. The company is diversifying into Bioplastics (PLA) with a 250 TPD plant under implementation to create new revenue streams.
Panjon Ltd reported revenue from operations of ₹12.1 Cr (-12.3% YoY) and net profit of ₹0.1 Cr (-50.0% YoY) for Q4 FY26.
Gravita reported steady Q3FY26 performance with 32% YoY PAT growth. Focus remains on scaling to 7 lakh MTPA capacity by FY2028 and diversifying into lithium-ion, paper, and steel recycling.
Gravita reported consistent Q3FY26 performance with 32% YoY PAT growth. Management highlighted capacity expansion delays but remains committed to Vision 2029 diversification into lithium-ion, steel, and paper.
RBM Infracon reported FY26 revenue of ₹492.22cr (up 53%) and PAT of ₹45.28cr (up 54%). Strategy focuses on EPC, O&M, and a major strategic entry into the semiconductor space.
RHI Magnesita India achieved record FY26 revenue of ₹4,01,995 Lakhs (up 9%), though Adjusted EBITDA fell 6% to ₹47,689 Lakhs due to input cost pressures and rupee devaluation.
IndiQube delivered a record FY26 with 37% revenue growth and 145% PAT surge (IGAAP), though Ind AS 116 accounting adjustments resulted in a reported net loss.