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All-India average price grew INR11/bag MoM to INR333/bag. Dealers remain cautiously optimistic on further price hikes. We interacted with cement dealers across regions in India to assess demand and pricing trends in Apr'26. Our discussions indicate that demand remained mixed during the month, impacted by extreme heatwaves, labour shortages due to elections, weddings and harvesting season, along with temporary disruptions from elections in select states. Despite these challenges, companies were able to implement selective price hikes across several markets, particularly in South and East regions, though...
Data Centre (DC) power demand is expected to rise from 0.7% of total demand in FY25 to 1.6% by FY30E, with upside from faster DC additions in India Concentration of data centres in Mumbai MMR and Chennai...
Higher US revenues spur growth YoY: Revenues grew 33% YoY to INR 74bn, vs our estimate INR 69.4bn. Beat was on account of higher US revenues which stood at USD contribution from gTolvaptan, continued flu season and other launches. India formulation grew by 11.5% YoY. EMs increased sharply by 49%, while other developed markets increased by 7% YoY. API business showed recovery up 8% YoY....
About the stock: Affle 3i Ltd. (erstwhile Affle (India) Ltd.) is a global ad-tech company specializing in consumer intelligence and engagement solutions. It has built a strong presence in programmatic digital advertising for mobile devices with...
Q4FY26 performance: Titan's Q4FY26 consolidated performance is not exactly comparable on y-o-y basis due to consolidation of Damas jewellery (acquired 67% stake) during the quarter. Its consolidated net revenues grew by 48% YoY to Rs20,607cr driven by 48% YoY growth domestic jewellery (ex-bullion) and 22% YoY growth in Caratlane. Bullion sales stood at Rs6,804cr in Q4FY26 vs. Rs1,141cr in Q4FY25. Higher gold prices, unfavourable jewellery mix and lower margins in the international jewellery business led to 601bps decline in the gross margins to 16.8% and 311bps decline in the EBIDTA margins to 7.2%. EBIDTA grew by 26.0% YoY to...
AI-led strategy driving differentiation and deal momentum: The company's AI-first approach, built on engineering hyper productivity, business process optimization and enterprise data readiness, is gaining strong traction across clients. Persistent has built a differentiated ecosystem with 500+ AI agents and partnerships across hyperscalers, strengthening its positioning in next-gen deals. Strong ACV growth of 27.1% YoY and continued large deal wins reflect increasing relevance in AI-led transformation programs. Management's continued investments in AI capabilities and platforms are expected to drive...
Q4FY26/FY26 performance: JIL reported decent set for Q4FY26/FY26 with Consolidated Revenue growth of 19% /20% YoY growth (up 13% QoQ) at 1522/ 5361 crore respectively. The port volume grew 1% and 4% YoY for Q4FY26 (-1.2% QoQ) and FY26. Ports revenues were up 12%/10% YoY at 1295 / 4647 crore for Q4FY26/FY26 respectively. Logistics business reported Q4FY26/FY26 revenue growth of 93%/41% YoY (+14% QoQ) to 201 /687.5 crore. Consolidated EBITDA for Q4FY26/FY26 grew 20%/15% YoY (up 19% QoQ) at 769/ 2604 crore respectively. The Q4FY26 EBITDA margins of 50.5% (+58 bps YoY/+283 bps QoQ)...
It operates in mainly three key segments including motion (36%), electrification (45%), industrial/process automation (19%). Well placed to gain from the overall energy market transformation from...
Retail scaling and credit cost normalisation to aid earnings About the stock: CreditAccess Grameen is one of the largest microfinance It operates in over 16 states and 1 UT with 2,236 branches, having a growing employee base of 21,941 Q4FY26 performance: CreditAccess Grameen reported strong recovery in Q4FY26, driven by accelerated disbursement growth, improving asset quality and lower incremental stress formation. AUM grew 11.4% QoQ (14% YoY) to 29,590 crore. Lower interest reversals and moderation in borrowing costs aided 35 bps QoQ NIM...
It also operates smaller units under the brand names of Artemis Cardiac Care, Daffodils (mother & child care) and Artemis Lite. FY26 Payor Mix 32% International Patients; 30% Insured patients; 20%...
