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Q4FY26 financial performance: Revenues grew by 40.0% YoY at Rs 4.8bn (PLe: Rs ~76%/35%/60%/9% YoY, whereas Communication segment declined by ~1% in Q4FY26. Gross margins contracted by ~140 bps to 33.7% (PLe: 35.0%). EBITDA grew by 37.5% YoY to Rs 569mn (PLe: Rs 478mn). EBITDA margins remained flat at 11.8% (PLe: 11.5%). PBT stood at Rs 563mn (PLe: Rs 432mn). PAT stood at Rs 412mn (PLe: Rs 323mn). India:...
Management has guided High single digit to low double digit revenue growth for FY27 with flattish margins Dabur has given cautiously optimistic outlook in demand led by 1) Healthy demand outlook for HPC & F&B segment 2) Sustained margin guidance in an inflationary environment driven by cost savings and lower ad spends. 4Q numbers showed some pressure on sales in Healthcare, Foods and IBD while HPC grew sales by 16.8%....
Spreads to moderate amid PLR cut and higher CoF Delinquencies improved; credit cost at 30-40bps in FY27E Disbursements/ AUM in Q4 saw a strong growth of 24%/ 25% YoY. Commentary guided for 25% AUM growth in FY27 led by recovery in TN/KN and deeper penetration across both new and existing markets. We build ~24% amid rising competitive intensity. Expect FY27/28E spreads to see a slight moderation as the portfolio reprices; hardening bond yields likely to exert some pressure. Expect improvement in opex to flow-through as productivity benefits materialize. Credit cost is likely to be benign- we...
Aspire for double digit rev. growth & EBITDA margin of 2224% in mid-term Deal wins of US$ 359 mn in Q4 highest since Q4FY23 KPIT's Q4FY26 performance of 1.8% QoQ CC growth came slightly ahead of our estimate of 1.5%; however, FY26 ended on a subdued note with 1.3% YoY CC growth, impacted by delays in OEM vehicle spends, weakness in middleware programs, and near-term AI-led cannibalization in certain services. However, while outlining its medium-term growth strategy, management remained confident of a demand revival while simultaneously pivoting toward a solutions and products-led model, and...
We revise our FY27-28 EPS estimates by +3.1%/ +6.5% factoring in utilization improvement in Advantek and recovery in export business (ex-Romania). Harsha Engineers International (HARSHA) reported a strong quarter with a 27.1% YoY revenue increase and a sharp 606bps YoY EBITDA margin expansion to 15.5%, primarily driven by operating leverage. Management guided for double-digit consolidated revenue growth in FY27, with India Engineering expected to sustain mid-teen growth led by industrial, automotive and export demand. Export momentum improved meaningfully across Europe and the US, aided by recovery in industrial activity, lower US import...
Almost 50,000 crore pre-sales potential from overall project portfolio: The company has a robust pre-sales pipeline potential of 49,351 crore (out of the total portfolio size of 73,858 crore) comprising 7246 crore inventory in ongoing projects, 9596 crore FY27 pipeline and 32,509 crore from future pipeline of projects. The launch pipeline for FY27 of 9596 crore comprises Niyaara Tower C, Worli ( 4868 crore GDV in Q2FY27/Q3FY27), Taranya, Thane ( 1375 crore in Q3FY27), Khar redevelopment ( 1631 crore in Q4FY27), Navya, NCR ( 710 crore in...
About the stock: Arvind Fashions Ltd. (AFL) is a multi-brand apparel company. The company operates high value global brands such as US Polo, Tommy Hilfiger, Arrow and Calvin Klein under license agreement while it has its own in-house leading denim brand Flying Machine. The company operates through 1025 Retail...
Q4FY26 & FY26 Performance: Revenue stood at US$ 145.3 mn (1,348.6 crore), down 3.7% QoQ/ 5.1% YoY in CC terms. Reported EBITDA margin came at 18.5%, up ~30 bps QoQ. Reported PAT stood at 176 crore, up 46.7% QoQ. For FY26, revenue stood at US$ 597.5 mn, down 6% YoY (-6.5% YoY CC). Reported EBITDA...
developers in South India. Its offerings include Grade-A commercial property, affordable to ultra-premium housing in real estate business and operational marquee hotel assets in hospitality segment (listed entity). Given the healthy end...
