Emami's performance in 1Q FY26 was impacted by external factors like unseasonal weather which particularly affected its summer-focused portfolio. Despite these challenges, the company's core domestic business, excluding talc, demonstrated resilience with a 6% y-o-y revenue growth.
EFC reported strong growth in 1Q FY26. In it’s core division, managed office space, the company expanded its seat portfolio to 63,389 from over 60,000 at the end of FY25.
EFC reported robust results in FY25. For it’s core division, Leasing, Management aims to expand their capacity by 22,000-25,000 new seats in FY26 at Rs 6,500-7,000 per seat and expects 90% occupancy.
Emami reported healthy sales growth in 4Q FY25 despite tepid urban mass demand. In FY25, the company's domestic business launched over 25 new products.
Sharda Cropchem Limited (SCL) reported solid growth in 4Q FY25 as revenues increased by 39.4% y-o-y to Rs 1,828.5 crore. This robust quarterly growth was mirrored by a strong overall top-line performance for the entirety of FY25.
Krsnaa Diagnostics Limited’s (KDL’s) revenue decreased due to seasonal factors and temporary operational issues. The Mumbai BMC project ended earlier than expected, and the Maharashtra city and Madhya Pradesh MRI installations experienced delays due to site handover issues which led to a temporary dip in revenues.
Varroc Engineering reported healthy revenue growth of 10.1% y-o-y in 3QFY25. This was driven primarily by a strong showing by the company’s India business, which achieved 9.5% growth despite headwinds in the 2W, 3W and PV markets.
? Krishna Institute of Medical Sciences (KIMS) reported a robust 29.7% y-o-y increase in total income to Rs 790.2 crore in 3Q FY25. ? Calculated blended occupancy rate (basis total bed capacity) was 50.7% in 3Q FY25, compared to 56.8% in 2Q FY25.
Raw material costs, especially for palm oil and potatoes, continued to rise in the third quarter as expected. The reinstatement of import duties on crude and refined palm oil exacerbated the RM cost issue and its consequent impact on margins.
Subros reported a revenue growth of 12.1% y-o-y in 3Q FY25, while 9MFY25 sales increased 9.8% y-o-y, led by higher volume and Start of Production (SOP) of a new business award. Quarterly EBITDA increased 27.4% y-o-y while EBITDA margin expanded 111 bps to 9.2%.
EFC reported modest results in 3Q FY25. The company has lowered its revenue growth forecast for FY25 from a potential doubling of FY24 revenue to a more conservative target of at least 50% growth.
Emami’s reported moderate sales growth in 3Q FY25, encountering economic and industry headwinds. Urban demand remained subdued due to rising food inflation and cash-strapped retail and wholesale trade.
? Sharda Cropchem Limited (SCL) reported solid growth in 3Q FY25 as revenues increased by 46.9% y-o-y to Rs 929.3 crore, fuelled by a robust increase in sales volume and a strategic price adjustment. Growth was observed across regions, with Europe and North America exhibiting strong performance. ? Gross margin expanded by 650 bps y-o-y to 32.7%.
Varroc Engineering reported healthy revenue growth of 10.3% y-o-y in 2Q FY25. The growth is primarily attributable to the strong performance of the Indian business, which saw a 13.4% expansion, offsetting the decline in overseas operations.
PSL reported modest results in 2QFY25, impacted by inflationary pressures. Significant inflation in palm oil, coupled with increased duties in September, is anticipated to negatively impact 3Q FY25.
Krishna Institute of Medical Sciences (KIMS) reported a robust 19.4% y-o-y increase in Total Income during 2QFY25, reaching Rs 782.3 crore. Calculated blended occupancy rate (basis total bed capacity) was 49.7% in 2Q FY25, compared to 47.8% in 1Q FY25.
