IT Consulting & Software company Birlasoft announced Q1FY26 results Revenue at Rs 12,849 million, down 2.4% QoQ. EBITDA Rs 1,588 million, EBITDA Margin at 12.4%. PAT at Rs 1,064 million translating to basic EPS (not annualized) of Rs 3.81. Adjusted PAT at Rs 1,226 million translating to basic EPS (not annualized) of Rs 4.39. Cash and cash equivalents rise 3.1% QoQ and 19.4% YoY to Rs 22,864 million. Angan Guha, Chief Executive Officer & Managing Director, Birlasoft, said: “Three of our four verticals — BFSI, Life Sciences & Services, and Energy & Utilities — delivered sequential growth in dollar terms during the quarter. The Manufacturing vertical, which is also our largest, remained sluggish on account of some project closures and ramp downs. While the demand environment remains challenging due to the prevailing macroeconomic conditions, our deal pipeline is robust and we expect an uptick in deal wins as customer decision-making picks up. We have been deploying advanced AIpowered capabilities, including Agentic AI, across multiple existing customer ngagements. Many of the deals that we have been winning in the recent past are also centered on Gen AI. Our focus in the current environment is on execution with an eye on operational efficiency, cashflow generation, and prudent capital allocation.” Kamini Shah, Chief Financial Officer, Birlasoft, said: "Our consolidated revenue during the quarter stood at USD 150.7 million. This represents a sequential decline of 1%, due to degrowth in our Manufacturing vertical that outweighed the growth seen across all other verticals. We continue to generate healthy cashflows with cash and cash equivalents rising to USD 266.6 million by the end of the quarter, up about 3% QoQ and 16% YoY. We have begun the new financial year with a robust balance sheet. We are also making judicious investments in the business, prioritising initiatives where we anticipate returns in the medium term." Result PDF
Conference Call with Blue Star Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.
Pharmaceuticals company Caplin Point Laboratories announced Q1FY26 results Gross Margin for Q1FY26 is 61.7% vs 59.6% in Q1FY25 aided by new product launches across existing and new markets. EBITDA Margin for Q1FY26 is at 37.7% vs 35.7% in Q1FY25. Basic EPS increased by 23.1% to Rs 20.10 in Q1FY26 compared to Rs 16.32 in Q1FY25. Cash Flow from Operations in Q1FY26 is Rs 118 crore vs Rs 96 crore in Q1FY25. Free Cash Flow is Rs 53 crore (after Capex investment of Rs 65 crore) in Q1FY26 as compared to Rs 59 crore (after capex investment of Rs 37 crore) in Q1FY25. Geographical revenue composition between Emerging Markets (Latin America & Africa) and US for Q1FY26 is in the range of 79% and 21% respectively. CSL’s Revenue composition demonstrates a balanced mix of Product Supply and Milestone + Profit Share, with the split for Q1FY26 in the range of 85% and 15% respectively. As of 30th June 2025, Inventories are at Rs 324 crore - 56% Stock at the warehouses, close to the customer; In Transit 13%; 31% in India. Receivables are at 114 days. As of 30th June 2025, Free Cash reserves are at Rs 1,237 crore and Total Liquid Assets at Rs 2,207 crore. C.C. Paarthipan, Chairman, said: "We’re putting in place the right building blocks for both Emerging Markets and Regulated markets. We're making good progress with finalizing partners and also filing dossiers in our new key target markets of Mexico, Chile, USA etc. We're also aiming to gradually onshore some strategic manufacturing at important locations in Latin America and US, and taking the first steps of acquiring land/buildings for the same. We've also launched our second innings from China which will focus more deeply on high-tech products like Biosimilars, Peptides etc. We're strengthening our Marketing and Regulatory teams at both India and LatAm with seasoned professionals, to ensure our growth momentum remains steady. We continue to have a sharp focus on consolidating our presence in the existing markets with expansion on products, profits and cashflows." Result PDF
Agricultural Products company Godrej Agrovet announced Q1FY26 results Revenues: Rs 2,614 crore compared to Rs 2,351 crore during Q1FY25, change 11.2%. EBITDA: Rs 282 crore compared to Rs 235 crore during Q1FY25, change 19.6%. EBITDA Margin: 10.8% for Q1FY26. PBT: Rs 188 crore compared to Rs 151 crore during Q1FY25, change 24.9%. PAT: Rs 149 crore compared to Rs 132 crore during Q1FY25, change 13.0%. PAT Margin: 5.7% for Q1FY26. B. S. Yadav, Managing Director, Godrej Agrovet, said: Godrej Agrovet Limited reported strong financial performance for Q1FY26 with notable growth in revenues, profitability, and operational efficiencies. The growth in profitability was mainly driven by robust volumes & improved operational efficiencies in the Vegetable Oils business supported by significant reduction in losses in Astec Lifesciences. In the Animal Feed business, while overall volume growth was a healthy 8%, segment revenue & underlying margins were flat due to lower realizations. In the domestic Crop Protection business, the segment revenue grew marginally by 5% and segment margins were similar year-on-year due to lower net realizations in respect of in-house & in-licensing categories. In our Dairy business, early rains and higher milk procurement prices impacted profitability while segment revenue was flat. In our Poultry & Processed foods business, revenues declined primarily due to lower volumes in live bird category which is in line with our strategy to reduce salience in this category & profitability was impacted due to muted realizations in live bird category. While the branded revenues were flat, contribution margins improved YoY. Astec LifeSciences reported a growth in revenue of ~ 31% on account of higher volumes in both Enterprise & CDMO categories. EBITDA losses reduced significantly primarily on account of lower raw material costs and higher volumes. Result PDF