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CIFC's AUM growth slow down to 24% YoY vs 27% YoY led by flat YoY growth in disbursements. Management maintained guidance for 20-25% AUM growth led by 15-20% disbursement growth for longer term. NIM improved by 10bps QoQ led by lower cost of funds. We expect benefit of lower interest rate environment on account of fixed rate VF book. Asset quality deteriorated with GS3 at 3.16% vs 2.81%. NII grew by 26% YoY led by improvement in NIMs YoY; however, PPoP grew by 30% YoY led by increase in other income (up 94% YoY). PAT grew by 21% YoY led by higher provisions (up 52% YoY). We have largely maintained our...
Chalet Hotels Ltd.'s (Chalet) Q1FY26 result beat to our estimates on key parameters. The company included sale from residential property in Koramangala, Bengaluru in Q1FY26 which further boosted the earnings. Despite external disruption in Q1, the sector remained resilient, with demand continuing to outpace supply in India. Structural demand drivers are seen as strong and more resilient than in past cycles. The management aims to reach 5,000 room inventory by end of FY26 and they expect Sahar, Powai, Hyderabad and Bengaluru to witness increasing average room rates. We have included sale...
Greenpanel's Q1FY26 performance was significantly below our expectations, with revenue declining by 10% YoY to Rs3.3bn due to weak performance across segments. A consolidated EBITDA loss of Rs 158mn was reported, impacted by an EUROINR forex loss of Rs 275mn out of which Rs 41mn was classified under finance costs and Rs 234mn under other overheads. Despite the weak performance, management remains ambitious, maintaining MDF volume guidance of 550,000 CBM as they realign their strategy to regain market share through pricing and cost control. We cut our FY27E EPS estimates by 10% and...
Federal Bank credit growth slowed down to 9% YoY vs 12% YoY (Q4FY25) vs 16% YoY (Q3FY25) due to reorientation of strategy towards fixed rate book. further, deposit growth declined to 8% YoY vs 12% YoY (FY25) led by term deposits. We expect credit growth at 13% CAGR (FY25-27). NIMs declined by 18bps QoQ during Q1FY26 led by decline in yields backed by repo rate cut impact. Asset quality deteriorated with GNPA at 1.91% vs 84% QoQ. NII grew by 2% YoY led by decline in NIMs; higher non-interest income (up 22% YoY) supported the operating profits (up 4% YoY). Higher provisions impacted profitability (down 15% YoY). This resulted...
Ambuja Cements reported a strong set of numbers for Q1 FY26, marked by record operational and financial performance. Consolidated sales volume grew 20% YoY to 18.4 mn Tones, while revenue crossed the Rs10,000 crore mark for the first time, rising 23% YoY to Rs10,289 crore against Rs8,392 crore in Q1 FY25 and Rs8,436 crore in Q4 FY25. EBITDA rose 53% YoY to Rs1,961 crore vs Rs1,280 crore YoY, with margins improving to 19.1% from 15.3% in Q1 FY25 and 15.2% QoQ. EBITDA per tonne came in at Rs1,069, up from Rs835 YoY and Rs837 QoQ. Profit after tax stood at Rs970 crore, up 24% YoY from Rs783 crore, and 23.9%...
Indian HRC: Indian HRC prices increased by 2.5% WoW to Rs 49,700/tonne, driven by rising raw material costs and upward trajectory of the global steel prices. Upcoming scheduled maintenance...
Revenue: Sonata Software Q1FY26 revenue grew by 17.3% YoY (+13.3% QoQ) to INR 29,652 Mn, outperforming expectations primarily on the back of strong domestic business momentum, despite several headwinds faced by the company during the quarter.
Revenue: Consolidated revenue from operations grew by 7.9% YoY (-5.7% QoQ) to INR 3,86,052 Mn., above our estimates, led by sharp improvement in realizations (+6.9% YoY) and a stronger momentum in exports.
