TEXMACO RAIL Q4 CONS RESULTS
Net Profit ⬆️ 45% YoY to ₹57.6 Cr, ⬆️ 35% QoQ
Revenue ⬇️ 13% YoY to ₹1,167 Cr, ⬆️ 12% QoQ
EBITDA ⬆️ 8% YoY to ₹106 Cr, ⬆️ 19% QoQ
EBITDA Margin at 9.08% vs 7.24% YoY, 8.5% vs QoQ
US DEFENSE SECRETARY SAYS IRAN CEASEFIRE AGREEMENT REMAINS IN EFFECT DESPITE RECENT TENSIONS & EXCHANGES OF FIRE
G R INFRAPROJECTS LTD Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT COMMENTARY
• FY26 delivered resilient performance
• Debt-equity improved sharply to 0.03
• Balance sheet among sector best
• Diversification strategy progressing strongly
• Selective disciplined bidding maintained
• Asset monetization remained major focus
🔹 FUTURE OUTLOOK
• FY27 revenue growth guided 15%
• FY27 order inflow target ₹20-22k Cr
• Roads target ₹12-14k Cr orders
• EBITDA margin guided 11-12%
• Disciplined bidding strategy continues
• Focus on profitable growth maintained
🔹 INDUSTRY TRENDS
• Infra outlook remains highly positive
• Govt allocation near ₹6 lakh Cr
• Commodity volatility impacting costs
• Fuel and bitumen prices fluctuating
• Land acquisition pace slowing
• Execution bottlenecks industry-wide increasing
🔹 COMPETITIVE POSITIONING
• Competition becoming highly aggressive
• Some bids 30-40% below estimates
• Strong balance sheet differentiating company
• Execution capabilities remain strong
• Selective bidding protecting margins
• Low debt provides flexibility advantage
🔹 RISKS & CONCERNS
• Fuel-linked costs remain volatile
• 30-40% costs linked commodities
• Land acquisition delays impacting projects
• West Bengal, Punjab projects delayed
• Mobilization costs increasing gradually
• New sectors carry execution learning risks
🔹 GROWTH DRIVERS
• Power transmission bidding accelerating
• Targeting ₹5,000 Cr transmission orders
• Tunneling target ₹2-3k Cr
• HAM asset monetization continuing
• Logistics warehousing expansion planned
• Planned investment ₹200-250 Cr
🔹 PRODUCT MIX TRENDS
• Roads remain core segment
• Diversification into railways increasing
• Metro and oil-gas expanding
• Balanced HAM-EPC portfolio maintained
• Equity requirement optimized carefully
• Non-road share gradually increasing
🔹 FINANCIAL HIGHLIGHTS
• Q4 revenue reached ₹2,521 Cr
• Revenue grew 27% YoY
• Q4 PAT stood ₹1,417 Cr
• Exceptional gain ₹182 Cr booked
• Standalone debt only ₹234 Cr
• Working capital increased 128 days
🔹 KEY TAKEAWAYS
• Strongest balance sheet among peers
• Asset monetization unlocking capital
• Diversification reducing road dependence
• Land acquisition remains key hurdle
• Order pipeline remains robust
• Transition toward diversified infra player
#DRL reports its Q4 results;
👉Net Profit Down 86.2% At ₹220 Cr Vs ₹1,587.3 Cr (YoY)
👉Revenue Down 12% At ₹7,516.2 Cr Vs ₹8,506 Cr (YoY)
👉EBITDA Down 60.4% At ₹981 Cr Vs ₹2,474.9 Cr (YoY)
👉Margin At 13% Vs 29.1% (YoY)
Tata Power Q4 Results
• Net Profit: ₹995.91 Cr ↓ 4.5% YoY, ↑ 28.9% QoQ
• Revenue: ₹14,900.20 Cr ↓ 12.8% YoY, ↑ 6.8% QoQ
• EBITDA: ₹2,599.21 Cr ↓ 19.9% YoY, ↓ 14.9% QoQ
• EBITDA Margin: 17.4% vs 19.0% YoY
• EBITDA Margin: 17.4% vs 21.9% QoQ
Dr. Reddy’s Laboratories Q4 Business Highlights 🌍📈
• 🇨🇦 Received Notice of Compliance in Canada for generic Semaglutide injection for Type 2 diabetes treatment
• 🇮🇳 Launched generic Semaglutide Injection in India under brand ‘Obeda®’ immediately after patent exclusivity expiry
• 📋 Received DCGI approval for generic Semaglutide tablets in India for Type 2 diabetes
• 👩⚕️ Entered Hormone Replacement Therapy segment in India through acquisition of Progynova® and related assets
• 🇺🇸 USFDA accepted BLA for IV presentation of abatacept biosimilar in the US
• 🚬 Completed integration of 95% of acquired Consumer Healthcare/NRT business by value as of March 2026
• 👁️ First-to-market launch of Olopatadine Hydrochloride Ophthalmic Solution USP 0.7% OTC in the US
• 🌏 Launched Tegoprazan in Russia after successful India launch
DR REDDY’S Q4 : Co says company’s FY26 performance was impacted by lower lenalidomide sales and one-off factors, though resilient branded businesses and currency tailwinds partly offset the pressure.
The focus remains on improving margins through cost efficiencies and portfolio optimization, while building long-term growth platforms in biosimilars, consumer health, and innovation.
Aakash Exploration Services Q4 Results
• Net Profit: ₹1.88 Cr ↑ 583.6% YoY, ↑ 133.5% QoQ
• Revenue: ₹32.65 Cr ↑ 26.7% YoY, ↑ 4.8% QoQ
• EBITDA: ₹5.32 Cr ↑ 109.1% YoY, ↑ 34.6% QoQ
• EBITDA Margin: 16.3% vs 9.9% YoY
• EBITDA Margin: 16.3% vs 12.7% QoQ
Ugar Sugar Works Q4 Results
• Net Profit: ₹45.76 Cr ↓ 10.4% YoY, ↑ 232.6% QoQ
• Revenue: ₹397.02 Cr ↓ 24.3% YoY, ↑ 20.7% QoQ
• EBITDA: ₹70.76 Cr ↑ 22.9% YoY, ↑ 93.7% QoQ
• EBITDA Margin: 17.8% vs 11.0% YoY
• EBITDA Margin: 17.8% vs 11.1% QoQ
MTAR Technologies Q4 Results
• Net Profit: ₹44.28 Cr ↑ 222.7% YoY, ↑ 27.7% QoQ
• Revenue: ₹306.07 Cr ↑ 67.2% YoY, ↑ 10.1% QoQ
• EBITDA: ₹61.81 Cr ↑ 81.0% YoY, ↓ 3.5% QoQ
• EBITDA Margin: 20.2% vs 18.7% YoY
• EBITDA Margin: 20.2% vs 23.0% QoQ
APRIL INFLATION MOM
Food inflation at 4.20% vs 3.87%
Rural inflation at 3.74% vs 3.63%
Urban inflation at 3.16% vs 3.11%
Food & beverages inflation at 4.01% vs 3.71%
Paan, tobacco & intoxicants inflation at 4.76% vs 4.23%
Clothing & footwear inflation at 2.80% vs 2.75%
Housing, water, electricity & gas inflation at 1.71% vs 1.97%
Health inflation at 1.64% vs 1.75%
🎨 BERGER PAINTS Q4 HIGHLIGHTS 🚗🏗️
• Volume growth remained strong at 11.8% in Q4 amid improving demand trends
• Softer raw material prices & better product mix boosted gross and operating margins
• Waterproofing, construction chemicals & wood coatings segments continued strong growth
• Premium emulsion brand “Kolor Plus” received encouraging response from the market
• Urban expansion & dealer additions continued to improve steadily
• Automotive coatings business performed well aided by lower CST & financing costs
• General Industrial segment also reported healthy growth
• Protective & Powder Coatings saw sequential recovery towards quarter-end
DIXON TECHNOLOGIES Q4 CONS
NET PROFIT DOWN 36.0% AT ₹256.41 CR (YOY), DOWN 10.7% (QOQ)
REVENUE UP 2.1% AT ₹10,510.51 CR (YOY), DOWN 1.5% (QOQ)
EBITDA DOWN 7.8% AT ₹408.37 CR (YOY), DOWN 1.5% (QOQ)
MARGINS 3.9% V 4.3% (YOY), 3.9% V 3.9% (QOQ)
TANEJA AEROSPACE Q4 RESULTS
💰 Net Profit: ₹5.11 Cr, down 16.6% YoY ⬇️, up 18.9% QoQ ⬆️
📈 Revenue: ₹11.54 Cr, down 6.8% YoY ⬇️, up 10.9% QoQ ⬆️
⚡ EBITDA: ₹11.24 Cr, up 25.6% YoY ⬆️, up 74.0% QoQ ⬆️
📊 Margins: 97.4% vs 72.3% YoY ⬆️, 97.4% vs 62.1% QoQ ⬆️
BSE-listed Cos Erase Market Cap Of Nearly 12 Lakh Crore Today
#RupeeAtClose | Rupee Ends At A Record Closing Low Of 95.63/$ Against Monday’s Close Of 95.31/$
BERGER PAINTS INDIA Q4 CONS RESULTS
Net Profit ⬆️ 27.8% YoY to ₹334.77 Cr, ⬆️ 23.4% QoQ
Revenue ⬆️ 6.1% YoY to ₹2,868.03 Cr, ⬇️ 3.9% QoQ
EBITDA ⬆️ 12.6% YoY to ₹481.67 Cr, ⬆️ 2.3% QoQ
EBITDA Margin at 16.8% vs 15.8% YoY, 16.8% vs 15.8% QoQ
#SaurashtraCement reports its Q4 results;
👉Net Profit At ₹18.8 Cr Vs Loss Of ₹10.3 Cr (YoY)
👉Revenue Up 9% At ₹446.7 Cr Vs ₹410.2 Cr (YoY)
👉EBITDA Up 54% At ₹49.6 Cr Vs ₹32.2 Cr (YoY)
👉Margins At 11.1% Vs 7.9% (YoY)
Ethos reports its Q4 results:
▶️Net Profit Down 3% At ₹22 Cr Vs ₹22.7 Cr (YoY)
▶️Revenue Up 33% At ₹414 Cr Vs ₹311 Cr (YoY)
▶️EBITDA Up 8% At ₹51 Cr Vs ₹47.2 Cr (YoY)
▶️Margin At 12.3% Vs 15.2% (YoY)
OIL MINISTER
AT CII BUSINESS SUMMIT
Haven’t revised fuel prices in last 4 yrs
India never imported LNG from Russia
India has converted challenges into opportunities
False narratives are being spread to create panic
Fuel prices aren’t linked with elections
No dry-outs reported at retail outlets
Petrol and diesel supplies remain sufficient
OMCs losing ₹30,000 cr a month
OIL MINISTER
AT CII BUSINESS SUMMIT
Have 60 days of crude, LNG and 45 days of LPG stocks; no shortage
LPG output ramped up to 54,000 tn/day vs 36,000 tn before war
PM appealed for lifestyle changes amid energy crisis
Concerned over how long OMCs can absorb losses
No issues reported at refineries
In final talks with Fin Min for oil exploration funds
Expecting 100% bids in next Open Acreage Licensing Policy (OALP) round
Rupee falls to Rs 97.53 against the US dollar
DYNAMIC CABLES Q4 RESULTS
📈 NET PROFIT UP 2.6% AT ₹24.17 CR (YOY) ⬆️ | UP 7.8% (QOQ) ⬆️
📊 REVENUE UP 7.3% AT ₹355.46 CR (YOY) ⬆️ | UP 19.0% (QOQ) ⬆️
⚙️ EBITDA UP 9.8% AT ₹37.55 CR (YOY) ⬆️ | UP 9.7% (QOQ) ⬆️
📉 MARGINS 10.6% VS 10.3% (YOY) ⬆️ | 10.6% VS 11.5% (QOQ) ⬇️
📢 RFBL FLEXI PACK Ltd IPO OPEN TODAY
💠 IPO Bidding Starts Today!
🗓 Date: 12 May – 14 May 2026
💰 Price Band: ₹47 – ₹50
📦 Lot Size: 3000 Shares
🏦 Issue Size: ₹35.32 Cr
📍 NSE SME IPO
IHCL (INDIAN HOTELS COMPANY LTD) — MANAGEMENT COMMENTARY 🏨📈
Growth & Expansion
– Ginger on track to become India’s largest mid-market hotel brand
– Ginger growing 5–7% across Tier 2 & 3 markets
– IHCL operates 3 management contracts in Dubai
– Management expects ~20% growth in management fees
– On track to meet/exceed ₹15,000 Cr revenue target by 2030
Atmantan & New Businesses
– Atmantan acquisition performing strongly
– Atmantan capable of delivering ~50% EBITDA margins
– New initiatives may contribute ~30% of topline over time
– TajSATS and newer brands already contribute 20% of revenue
– TajSATS serves 60% of meals on Indian flights
Balance Sheet & Capex
– Annual capex spend above ₹1,000 Cr
– Company can continue expansion without taking additional debt
– Business fundamentals remain strong
Demand Commentary
– Last 13.5 months impacted by:
– Pahalgam disruption
– Floods
– Iran war
– Despite headwinds, company delivered double-digit topline growth
– April remained steady; May trends improving
– Demand recovering in markets like Goa
– Domestic travel push expected to support growth further
Final Takeaway
– IHCL continues strengthening its leadership through Ginger expansion, asset-light growth, premium wellness hospitality and diversified travel businesses. Strong balance sheet and rising contribution from management fees and newer segments support long-term growth visibility
Government of India, has decided to cancel the #NEET (UG) 2026 examination conducted on 3 May 2026, and to re-conduct the examination on dates that will be notified separatel
OPENAI – ENTERPRISE AI EXPANSION UPDATE
• Launches “OpenAI Deployment Company” for enterprise AI adoption
• Forward Deployed Engineers to work directly within client organizations
• Focus on integrating AI into workflows & operations
• Acquiring AI consulting firm Tomoro
• Acquisition adds ~150 deployment engineers
• Partnering with Bain, Capgemini & McKinsey for enterprise rollout
• Initiative backed by $4 Bn+ investment
• Focus shifting from model development to full-stack AI deployment
• Targets large-scale enterprise AI monetisation globally
• Move increases competitive pressure on traditional IT & consulting firms
Impact: Major strategic push toward enterprise AI integration & operational transformation
UPL LTD Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT COMMENTARY
• FY26 marked transformational resilience
• Focus shifted toward quality earnings
• Deleveraging remained top priority
• Continuous innovation drove growth
• Strategic platform restructuring completed
• Collections discipline strengthened operations
🔹 FUTURE OUTLOOK
• Q1 revenue growth guided 10-14%
• EBITDA growth guided 14-18%
• Innovation rate targeted 18%
• Net debt ratio improving steadily
• NPP revenue targets ambitious
• Volume growth visible already
🔹 INDUSTRY TRENDS
• Global environment remained chaotic
• Middle East tensions disrupted logistics
• Sustainable farming gained momentum
• Decarbonization initiatives accelerated globally
• Climate-smart hybrids gained importance
• Farmers faced rising input costs
🔹 COMPETITIVE POSITIONING
• Advanta ranked global top-10 seed player
• Backward integration strengthened competitiveness
• Market share gained internationally
• India pricing strategy remained advantage
• Innovation pipeline created strong moat
• Specialty focus improved differentiation
🔹 RISKS & CONCERNS
• Supply chain disruptions persisted
• Currency devaluation impacted valuations
• Doubtful debt provisions increased
• Distributor credit stress monitored
• Commodity prices remained volatile
• Geopolitical uncertainty stayed elevated
🔹 GROWTH DRIVERS
• Four-platform structure unlocked agility
• Over 300 products launched
• AI investments accelerated forecasting
• Specialty chemicals expanding rapidly
• Biologicals segment scaling strongly
• Backward integration capex continued
🔹 PRODUCT MIX TRENDS
• Specialty chemicals share increased
• Innovation contribution improved significantly
• Biologicals growth remained strong
• High-margin products expanded mix
• Natural plant protection scaling
• Premium portfolio gaining traction
🔹 FINANCIAL HIGHLIGHTS
• Q4 revenue grew 18%
• EBITDA increased 13%
• Net income rose 18%
• Gross debt reduced sharply
• Net debt declined 48%
• Working capital remained efficient
🔹 KEY TAKEAWAYS
• Balance sheet strengthened materially
• Innovation pipeline remained robust
• Specialty focus driving margins
• Deleveraging targets achieved successfully
• Global diversification reduced risks
• Profitable growth outlook remained strong
INDIAN HOTELS – FY27 OUTLOOK & EXPANSION
• FY27 revenue growth guidance at 12–14%
• Growth driven by double-digit RevPAR expansion
• Management expects overall double-digit growth in FY27
• Growth could exceed 15% if H2 demand improves
• Expanding international footprint with new Frankfurt hotel
• Taj brand global expansion remains key focus
• International presence expected to support premiumisation & scale
Impact: Strong hospitality demand & global expansion support growth outlook
ONE MOBIKWIK Q4
NET PROFIT AT 4.3 CR V 56 CR LOSS YOY
REVENUE AT 288 CR V 267 CR
IPO Events For The Day
Opening Today
Goldline Pharma {BSE SME}
RFBL Flexi {NSE SME}
Closing Today*l
Simca Advertising {NSE SME}
Allotment Today
Bagmane {REITS}
Listing Today
Recode Studios Ltd (SME)
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