Supreme Industries Earnings Call: Key Takeaways
Supreme Industries reported strong FY26 performance with 7% revenue growth to ₹11,218 Cr and 8% EBITDA growth. Company remains debt-free with ₹648 Cr cash surplus.
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Supreme Industries reported strong FY26 performance with 7% revenue growth to ₹11,218 Cr and 8% EBITDA growth. Company remains debt-free with ₹648 Cr cash surplus.
TARIL achieved record FY26 consolidated revenue of ₹2,509cr and PAT of ₹272cr. Management is focused on backward integration and HVDC entry to drive margin expansion and reach a $1 billion revenue target within few years.
Sun Pharma announces the acquisition of Organon & Co. for $14.0 per share ($11.75Bn EV), creating a global entity with ~$12.4Bn revenue.
Reliance reported strong FY26 performance with 10% revenue growth and 13.5% EBITDA growth. Strategy focuses on 5G monetization, retail hyperlocal expansion, and commissioning New Energy Giga-factories.
IDFC First Bank reports a resilient Q4 FY26 despite a major one-time fraud impact, maintaining a core PAT of ₹746cr against a reported ₹319cr.
Bhansali Engineering reported FY26 revenue of ₹1,276cr (down 8.7% YoY) while Q4 PAT rose 30.6% YoY. Focus remains on high-margin specialty polymers and a major 33% capacity expansion.
Carysil targets global leadership in kitchen/bathroom with a roadmap to $1B revenue in 12-15 years, leveraging German technology.
Reliance reports record FY25 consolidated revenue of ₹10,71,174 crore ($125.3B) and EBITDA of ₹1,83,422 crore. Strategy pivots toward becoming an AI-native, Deep-Tech company.
IDFC First Bank reports Q4-FY26 PAT of ₹319cr (Normalized ₹746cr) and full-year FY26 PAT of ₹1,636cr. Strategy focuses on RAM book expansion (80% of loans) and reducing wholesale concentration.
PNB Housing achieved record disbursements in Q4FY26, hitting a sub-1% GNPA milestone and shifting focus toward higher-yield Affordable and Emerging segments.
SBFC Finance delivered strong FY26 performance with AUM reaching ₹11,270 Cr, driven by secured MSME lending and pan-India expansion across 18 states.
India Cements Q4 FY26 shows recovery with consolidated EBITDA of ₹179Cr and PAT of ₹70Cr. Strategy focuses on brand migration, operational efficiency, and a major green power scale-up.
Can Fin Homes reported FY26 PAT of ₹1,086 Cr and AUM of ₹42,209 Cr (+10% YoY). Focused on housing loans for salaried individuals (68% mix) with improved asset quality.
RBL Bank reported Q4 FY26 Net Profit of ₹230cr with 11% YoY operating profit growth. Strategy focuses on secured retail advances and granular deposit growth.
Carysil is scaling global operations in kitchen sinks and appliances, targeting ₹300 Cr capex to accelerate growth through FY30 with a focus on premium segments.
Zensar whitepaper outlining 2026 UK Financial Services trends. Highlights shift to Open Finance, AI-driven banking, and ESG growth amid tighter regulation.
Can Fin Homes reported strong Q4FY26 results with a 10% YoY loan book growth to ₹42,209 Cr and PAT of ₹1,086 Cr for FY26. Strategy focuses on high-yield salaried segments and digital transformation.
Shriram Finance delivered a strong Q4 FY26 with PAT growth of 40.86% and NIM expansion, supported by robust commercial vehicle sales and strategic capital infusion from MUFG Bank.
Havells reported Q4 FY26 earnings with modest performance due to mild summer start. Key highlights include ₹283cr valuation gain from Goldi Solar and commissioning of a new refrigerator plant at Ghiloth.
Supreme Petrochem reported FY26 operating revenue of ₹53,384 Mn with 9.64% EBITDA margins. The firm maintains a debt-free balance sheet and is expanding into ABS and EPS markets.
Tanla reports strong FY26 performance with 9.7% YoY revenue growth and 4.8% EBITDA growth, focusing on Digital Platforms (Wisely AI) and Enterprise Communications.
DCB Bank delivered record quarterly and annual profits, driven by robust loan growth and significant improvements in asset quality, hitting seven-year lows for NPA metrics.
EMA Partners India reports FY26 revenue of ₹874 Mn (+18.2% YoY) and EBITDA of ₹144 Mn. The firm is expanding into mid-senior hiring via 'James Douglas' and tech-based hiring through 'MyRCloud'.
SML Mahindra Q4 FY26 analyst call highlights 18% annual revenue growth and 31% PAT increase following the Mahindra acquisition. Strategy focuses on synergy projects and top 3 ILCV market positioning.
Mahindra Finance closed FY26 with strong margin improvement and record-low asset quality stress. Management used a 217-crore macro overlay to proactively buffer against potential geopolitical and monsoon-related headwinds in FY27.
Lodha delivered record FY26 pre-sales of INR 205bn with ~34% Adj. EBITDA margins. Strategy focuses on 20% PAT CAGR through FY31, leveraging brand strength and Palava's infrastructure upgrades.
CPCL presentation dated March 2025 detailing financial and physical performance for 9M FY24-25. Company recently upgraded to Schedule-A PSU status.
Reliance reported FY26 revenue of ₹11,75,919cr (+9.8% YoY) and PAT of ₹95,754cr (+17.8% YoY). Strategy focuses on consumer business dominance (Digital/Retail) and O2C operational agility amid Middle East volatility.
BlueStone reports strong FY26 revenue growth but faces inventory turn compression and margin pressure from rising gold prices.
Mahindra Logistics reported strong Q4 FY26 performance with Revenue at ₹1,791 Cr and PAT of ₹20.2 Cr, driven by contract logistics and an Express business turnaround.