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Company has announced an additional accelerated capex of ~Rs20bn towards setting up a large power transformer facility in Vadodara, taking the cumulative announced capex to ~Rs40bn almost doubling transformer capacity Exports contributed ~25% to total ex-HVDC revenue, while...
Management reiterated FY27 revenue growth guidance of 1215% with targeted order inflows of ~Rs300bn. Management highlighted a strong order book of ~Rs400bn,...
GFCL EV targets 2x asset turn and 25% EBITDA margin FLUOROCHEM reported consolidated revenue from operations of Rs13.6bn in Q4FY26, up 11.8% YoY and 20.5% QoQ. The Fluoropolymers segment grew 19% YoY, driven by higher volumes and improved realizations across key products. Existing capacities are operating at optimal utilization levels, the company had announced a Rs2.5bn capex for expanding its new fluoropolymer portfolio. Near-term growth is expected to be supported by increasing applications in semiconductors, EVs/BESS, and clean energy sectors. The Fluorochemicals segment declined by 2% YoY but grew 63% QoQ, aided...
JUBLINGR reported consolidated revenue of Rs11.8bn in Q4FY26, broadly in line with our estimates. The Chemical Intermediates segment grew 10% QoQ and 15% YoY, driven by higher acetic acid prices following supply disruptions in the Middle East. Acetic Anhydride volumes increased YoY, while remaining stable sequentially. The Nutrition & Health Solutions segment reported growth of 15% QoQ and 21% YoY, supported by double digit QoQ and YoY volume growth, led by Niacinamide. In the Specialty Chemicals segment, revenue growth was driven by a recovery in volumes across business lines, with Fine Chemicals and Agro Chemicals leading the overall...
Profitability under pressure: Q4FY26 revenue grew 6% YoY, but EBITDA margin declined to 4.0% Execution visibility intact with Order book at Rs993bn (~4.9x revenue), valuation limits upside Rail Vikas Nigam (RVNL) reported a weak Q4FY26 performance, with modest revenue growth of 6% YoY offset by a sharp decline in profitability as EBITDA margin contracted to 4.0% (vs 6.0% YoY and 4.7% QoQ). As per RVNL, Margin pressure was driven by nonrecurring factors: an onerous contract provision, JV reconciliation adjustments. Management expects underlying profitability to improve in FY27E versus the reported...
Transition towards higher-value systems and IP-driven opportunities to support long-term growth: AMPL remain focused on strengthening its position in defence electronics (including radars, electronic warfare, space, and strategic electronics) through strong in-house design and manufacturing capabilities. Company has evolved from a supplier of subsystems to a key partner in developing and producing major national programs, enhancing its role in the defence value chain. Management has highlighted a growing focus on products and solutions based on Astra's...
Q4FY26 performance: KPR's consolidated revenues stood flat at Rs.1784.4cr in Q4FY26. Textile business revenues reported 1.3% YoY growth to Rs.1445cr while sugar business revenues grew by 9.6% YoY to Rs.348cr. Consolidated gross margins expanded 60bps YoY to 38.9% aided by favourable input cost. Better gross margins and lower other costs aided EBITDA margins expansion of 71bps YoY to...
Solution-led strategy encouraging; volume scale up awaited Q4FY26, with sales volume increasing by 2.0% YoY to 70,138 MT vs to 68,741 MT in Q4FY25. Consolidated revenue from operations grew by 9.4% YoY to 1,266 crore vs 1,157 crore in Q4FY25, supported by better realizations and steady volume growth. Operating EBITDA rose by 17.4% YoY to 371 crore compared to 316 crore in Q4FY25. Operating EBITDA margin improved by 200 bps YoY to 29.3% from 27.3% in Q4FY25, aided by favorable product mix, and...
Q4FY26 - Strong revenue growth and margin improvement - Revenues were up ~20% YoY to 370 crore driven by power brands of Neurobion Forte (Multivitamins), Livogen (Iron compounds), and Polybion (Vitamin B complex) but pulled down by de-growth in Evion (Vitamin E) and Nasivion (nasal decongestant). EBITDA grew ~67% YoY to ~136 crore and margins increased 1058 bps YoY to 36.6% mainly due to 31% increase in...
Focus on cost reduction initiatives to improve EBITDA/ton going ahead: Company's EBITDA/ton stood at 1703/ton in FY26, up ~38.6% YoY led by improvement in realisations, favourable cost structure and positive operating leverage. Management has guided overall cost impact of ~250300/ton in H1FY27 mainly due to packaging costs amid West Asia crisis and has also guided EBITDA/ton of ~15001700/ton for FY27E-28E. We believe that though company's cost structure is affected due to higher input cost in near term, EBITDA/ton to remain strong going forward, led by continuous focus on...
