Cholamandalam Financial Holdings Earnings Call: Key Takeaways
Cholamandalam Financial Holdings (CFHL) delivered strong Q4 FY26 results with consolidated revenue of ₹10,520 Cr and PAT of ₹1,626 Cr, driven by its core NBFC and insurance subsidiaries.
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Cholamandalam Financial Holdings (CFHL) delivered strong Q4 FY26 results with consolidated revenue of ₹10,520 Cr and PAT of ₹1,626 Cr, driven by its core NBFC and insurance subsidiaries.
Kirloskar Industries' subsidiary KFIL reported consolidated FY2026 revenue of ₹6,888.6 Crore. Strong performance was driven by robust volume growth and improved operational efficiencies.
Intellect Design Arena reported a 23% revenue growth to ₹3,160.76 Crore for FY26. Strong AI-led growth drove a 34% surge in license-linked revenue.
UJJIVANSFB reported a Q4FY26 PAT of ₹282 Crore, marking a 238.2% YoY increase. Strong performance was driven by 26.6% loan growth and improved asset quality metrics.
Promoter Mr. Prabhat Sethia sold 98,57,99,239 shares of Filatex Fashions Limited via the open market. His group's holding decreased from 16.69% to 4.86%.
GK Energy Ltd scheduled a Board meeting for May 13, 2026, to approve audited financial results. The trading window remains closed for designated insiders.
Ujjivan SFB delivered a strong Q4FY26 with PAT rising 238% YoY to ₹282 Cr, driven by improved asset quality (GNPA 2.3%) and loan book diversification (Secured book at 49.4%).
Usha Martin reported strong FY26 results with 19.1% EBITDA margins and a shift to net cash position. Strategy focuses on high-value international rope segments and efficiency via the 'One Usha Martin' program.
Promoter RRK Enterprise Private Limited sold 54,97,316 shares of MIC Electronics Limited via the open market. This transaction reduced the promoter group stake to 44.90%.
Ujjivan SFB delivered strong Q4FY26 results with PAT growth of 238% YoY and significant portfolio diversification into secured assets.
Kirloskar Ferrous (KFIL) reported Q4 FY26 standalone revenue of ₹1,781 Cr and 12.7% EBITDA margin. Focus remains on cost leadership and product mix upgrades.
Parton Vinimay Pvt Ltd and others acquired a 4.91% stake in TAI Industries through open market purchases. Their combined holding increased to 21.35%.
SBI reported record FY26 Net Profit of ₹80,032 Cr (up 12.88% YoY) with highest ever ROA of 1.12%. Focus remains on digital leadership via YONO and credit growth.
ArisInfra Solutions Limited's monitoring report confirms ₹579.60 Crore in IPO and Pre-IPO proceeds were utilised as disclosed. No material deviations were reported for the quarter.
Cholamandalam Financial Holdings Ltd reported revenue from operations of ₹10,366 Cr (+16.3% YoY) and net profit of ₹1,626 Cr (+19.3% YoY) for Q4 FY26.
Aditya Consumer Marketing Ltd reported revenue from operations of ₹46.2 Cr (-6.1% YoY) and net profit of ₹0 Cr for H2 FY26.
Cholamandalam Financial Holdings reported a consolidated PAT of ₹5,485 Crore for FY26. The board recommended a 130% final dividend of ₹1.30 per share.
Aditya Consumer Marketing Ltd approved its audited financial results for the year ended March 31, 2026. The board meeting concluded with the results submission to BSE.
Star Imaging and Path Lab Limited confirmed it is not a Large Corporate. Consequently, the company is exempt from debt-raising disclosure requirements for fiscal 2026-27.
Ampvolts Limited reported zero deviation in the utilization of its ₹48 Crore rights issue proceeds. The audit committee reviewed and confirmed the statement on May 8.
Knowledge Realty Trust scheduled a board meeting for May 13, 2026. Directors will consider financial results and a potential distribution for the quarter.
T T Ltd scheduled a Board Meeting on May 21, 2026, to approve audited financial results. The trading window remains closed until May 24, 2026.
WOL3D India Limited launched its sub-brand Vinglits and 3D pens on Firstcry. This strategic expansion marks a significant milestone in its transition towards B2C retail markets.
Polycab India recommended a final dividend of ₹47 per equity share for the financial year. The proposal awaits shareholder approval at the upcoming general meeting.
Fusion Finance clarified that recent share price movements are purely market-driven. The company confirmed compliance with disclosure regulations and no unannounced price-sensitive information exists.
Texmaco Rail & Engineering secured a ₹130.22 Crore order from Kochi Metro Rail Limited. The contract involves ballastless track installation to be executed within 16 months.
Zaggle is acquiring spend management assets from Dice Enterprises for ₹67.9 Crore. The deal expands its AI product offerings and global market presence.
Orient Electric reported a strong Q4 FY26 with 10% YoY revenue growth and 28.9% PAT growth, driven by premiumization and cost-efficiency (Sanchay program).
Ms. Niharika Goyal resigned as Company Secretary and Compliance Officer effective May 10, 2026. She is leaving to explore new career opportunities outside the company.
Titan delivered landmark FY26 results with annual revenue crossing ₹75,000 cr. Consolidated income grew 46.1% YoY in Q4 to ₹20,300 cr, driven by robust performance in Jewellery.