Conference Call with Navin Fluorine International Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.
IT Consulting & Software company Datamatics Global Services announced Q2FY26 results Revenue from Operations: Rs 490.2 crore compared to Rs 406.8 crore during Q2FY25, change 20.5%. EBITDA: Rs 88.8 crore compared to Rs 48.8 crore during Q2FY25, change 82.2%. EBITDA Margin: 18.1% for Q2FY26. PBT: Rs 80.5 crore compared to Rs 52.7 crore during Q2FY25, change 52.8%. PAT: Rs 63.2 crore compared to Rs 42.4 crore during Q2FY25, change 49.3%. EPS: Rs 10.70 for Q2FY26. Rahul Kanodia, Vice Chairman & CEO, said: "We have continued our growth momentum from the previous quarter to Q2FY26, reporting a consolidated revenue of Rs 490.2 crore, an increase of 4.8% QoQ. EBITDA stood at ?88.8 crore, reflecting a substantial growth of 17% QoQ with EBITDA margin at 18.1%, driven by improved operational efficiencies and continued cost-optimization efforts. We remain focused on sustaining the momentum through H2FY26." "Our continued focus on operational efficiency, financial discipline, and prudent cost management has resulted in a healthy improvement in profit margins. This has been one of our best quarters for Digital Technologies business with double-digit margins, contributing positively to overall profitability." Sameer Kanodia, Managing Director & CEO, Lumina Datamatics, said: "As we step into Q3FY26, we continue to build on a strong foundation of innovation, customer-centricity, and operational excellence. Our focus remains on empowering global publishers and retailers with intelligent solutions that drive measurable impact. The accelerating adoption of digital transformation and AI-driven workflows opens new avenues for growth, efficiency, and collaboration. We are confident that our sustained investments in talent & technology will continue to strengthen our performance and create long-term value for all stakeholders." Result PDF
Auto Parts & Equipment company ASK Automotive announced Q2FY26 results Q2FY26 Financial Highlights: Consolidated Revenue Growth up +8.5% reaching Rs 1,059 crore The Advanced Braking Systems business vertical revenue grew by +10%, Aluminium Light Weighting Precision Solutions revenue by +22% and Safety Control Cables revenue by +2% on YoY basis. Revenue from exports were at Rs 30 crore against Rs 41 crore last year in same period. Delivered highest quarterly EBITDA of Rs 142 crore, recording +19.5% YoY growth. Achieved EBITDA margins of 13.4%, an improvement of +124 bps from Q2FY25 Achieved highest quarterly PAT of Rs 80 crore with +18.6% YoY growth. EPS increased to Rs 4.05 against Rs 3.41 in last year in same period; up +18.6% YoY. H1FY26 Financial Highlights: Consolidated Revenue Growth up +6.1% reaching Rs 1,954 crore. The Advanced Braking Systems business vertical revenue grew by +7%, Aluminium Light Weighting Precision Solutions revenue by +19% and Safety Control Cables revenue by +4% on YoY basis. Revenue from exports were at Rs 63 crore against Rs 74 crore last year in same period. Delivered EBITDA of Rs 265 crore, recording +19.4% YoY growth. Achieved EBITDA margins of 13.6%, an improvement of +151 bps from H1FY25. Delivered PAT of Rs 146 crore, recording +17.5% YoY growth. EPS increased to Rs 7.40 against Rs 6.30 in last year in same period; up +17.5% YoY. Kuldip Singh Rathee, Chairman and Managing Director said: “I am delighted to share with you that we had a strong finish to the second quarter and first half of the year in both revenue and profitability. This is the eighth consecutive quarter of robust performance by us since listing of the Company. During Q2FY26, we delivered strong performance in business and recorded revenue growth of +16.6% (excluding Wheel Assembly business), Wheel Assembly strategic reduction (-) 53.6% and Consolidated Revenue has grown by +8.5% on year-on-year basis. Achieved growth of +19.5% in EBITDA and +18.6% in PAT on year-on-year basis. This is the highest ever absolute Revenue, EBITDA and PAT earned by us in any quarter in the past. We continue to outperform the 2W industry vehicle production growth in both Q2FY26 and H1FY26. Further, we have achieved the EBITDA margins of 13.4% in Q2FY26, which is 124 bps higher than Q2FY25. As a result, in first half of FY26, we delivered revenue growth of +14.0% (excluding Wheel Assembly business), Wheel Assembly strategic reduction (-) 53.5% and Consolidated Revenue has grown by +6.1% on year-on-year basis. Achieved growth of +19.4% in EBITDA and +17.5% in PAT on year-on-year basis. We have delivered EBITDA Margin of 13.6% an improvement of 151 bps This reflects the result of our continued focus on expanding value-added businesses, improving utilization of production capacities and bringing cost efficiencies. Our aim is to sustain current level of EBITDA margins and continue our efforts to improve gradually in the subsequent quarters depending upon the growth of the 2W Industry and geo-political environment. With strong performance, our Earning per share (EPS) has increased to Rs 7.4 per share in H1FY26 against Rs 6.3 per share in last year same period. Our mega manufacturing facility at Karoli and new Bangalore facility are ramping up fast. The improved economies of scale and operational efficiencies are benefitting us in delivering better performance. As we go forward, we are hopeful of maintaining trend of outperforming the industry growth in the subsequent quarters of FY26. We are committed to keep contributing towards the value creation for our Stakeholders and Investors.” Result PDF
Castings & Forgings company Nelcast announced Q2FY26 results Total Revenue stood at Rs 303.0 crore in Q2FY26 against Rs 335.0 crore in Q2FY25. EBITDA for Q2FY26 was Rs 21.4 crore compared to Rs 26.0 crore during Q2FY25. EBITDA margin: 7.0% in Q2FY26. Profit After Tax during Q2FY26 was Rs 4.8 crore. Deepak Reddy Ponnavolu, Managing Director & CEO, Nelcast, said: “FY26 began with strong momentum in Q1, driven by demand across key segments. In Q2, exports were impacted by a slowdown in the U.S. economy, because of imposition of additional tariffs leading to temporary production pauses by customers. However, domestic demand remained steady supported by tractor and M&HCV; sales. We expect export volumes to recover by the end of the financial year as customer schedules normalize. I am pleased to share that our efforts are showing results. We have successfully developed high value-added castings for the export market and have initiated sampling. The feedback from customers has been very positive. These products are high-margin and strategically important for Nelcast as they will help expand margins, improve capacity utilization, and deliver economies of scale. We expect commercial sales to begin in the first half of FY27. Looking ahead, we anticipate market conditions to improve by the end of FY26. We believe the worst is behind us, and the coming years will mark a turnaround for Nelcast; driven by our focus on high-value products, operational efficiency and global opportunities.” Result PDF
Conference Call with Radico Khaitan Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.