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SAIL delivered weak operating performance in Q1FY26 due to inventory revaluation loss in RM and higher other expenses. Volumes grew 4% YoY (incl NSL's low contribution volumes, total volume growth was 13% YoY). Higher royalties and other expenses negated the benefit of higher steel prices. The average NSR grew 5% QoQ, aided by better flat and long product prices, driven...
UPL Limited announced that its Rights Issue Committee has approved the second and final call of INR 180 per partly paid-up equity share (INR 1 face value + INR 179 premium), representing 50.0% of the issue price of INR 360.
In Q1FY26, LTF's interest income grew 13.37% YoY to Rs. 3,915 cr, driven by momentum in the retail segmentpersonal, SME, urban finance, and gold loans. However, interest expenses surged 21.03% YoY to Rs. 1,636 cr, resulting in a...
SBI Cards (SBIC)’s Q1FY26 results remained modest with 60bps higher credit cost QoQ and lower receivables growth guidance of ~10–12% vs. 12–14% earlier.
SAIL's Q1FY26 performance was below our expectations. Revenue declined 12% QoQ to Rs259 bn, dragged by a 15% QoQ drop in volumes. This includes 0.37 mnT traded volumes from NMDC steel contributing Rs 1.8bn to the topline. NSR improved 4% QoQ to Rs56,970/t due to higher steel prices. EBITDA declined 21% QoQ to 27bn, with EBITDA/tonne at Rs 6,076/t (-7%/10%) QoQ/YoY, impacted by one-offs including a coal re-valuation impact of Rs 1.5bn and Rs 1.73bn hit due to inflated iron ore royalty charges. Management indicated IISCO plant expansion of 4.5mnT will start from FY27, with an estimated capex of Rs 36bn to...
PLNG’s 1QFY26 revenue came in line, while EBITDA was 5% below our estimate at INR11.6b. Marketing margins missed our estimate as spot volumes were nil for the quarter, owing largely to muted power demand. PAT came in line with our estimate as other income was above estimate.
Total volume stood at 220TBtu (Ple 205 TBtu, -16% YoY, +7% QoQ). However, the company took an impairment of Rs1.4bn during the quarter on account of take-or-pay. As a result, despite higher-than-estimated volume, the company...
IDFC First Bank (IDFCFB) reported broadly in-line set of numbers with Q1FY26 PAT of INR 4.6bn and RoA rising to ~50bps. Higher-than-expected slippages and credit costs were offset by strong treasury gains.
Supreme Industries Ltd.'s (SIL) Q1FY26 result was below our estimates on key parameters. During the quarter the Plastic Pipe Systems business growth was adversely affected due to unfavorable PVC resin prices scenario and demand from infrastructure spend not picking. The segment was also affected due to 20 days early break off monsoon. This resulted in loss of agriculture piping system business due to fall in prices in the quarter also there were inventory loss affecting profitability in the quarter. SIL reported net sales of Rs26bn, down by 1% YoY, while EBITDA came in at Rs3.1bn, declined by 17.7% over Q1FY25. It...
