QUARTERLY RESULTS TODAY – 22 MAY 2026
Key Companies Announcing Results
– Birla Cable
– Ramco Cements
– Pix Transmissions
– Torrent Pharmaceuticals
– Excel Industries
– EIH
– Jyoti
– Eicher Motors
– Prakash Industries
– Modison
– AG Ventures
– Milkfood
– Voltaire Leasing & Finance
– Jindal Drilling & Industries
– Crest Ventures
– Shrydus Industries
– Libord Finance
– Ajcon Global Services
– Dhanlaxmi Cotex
– Regent Enterprises
– T T
– Agio Paper & Industries
– Arrow Greentech
– TTK Prestige
– Trigyn Technologies
– Eurotex Industries & Exports
– Advani Hotels & Resorts
– Kovai Medical Center & Hospital
– 3M India
– Swiss Military Consumer Goods
– ITI
– Syncom Formulations India
– Vivid Global Industries
– Alufluoride
– Multibase India
– Elegant Floriculture & Agrotech
– Velan Hotels
– Jubilant Pharmova
– Faze Three
– Swojas Foods
– Tinna Rubber & Infrastructure
– Shilpa Medicare
– Paramount Communications
IRB Infrastructure Developers: Guidance – – Concall Update
The company aims to scale its asset base to approximately INR1.4 trillion over the next three years.
For FY27, construction and O&M revenue is expected to comfortably exceed INR3,000 crores.
Toll revenue is projected to grow around 10% for FY27, with a target to reach a five-digit gross revenue number, and a 20% cash flow growth for the combined IRB and Private InvIT toll business.
Profit is guided to grow at a 25% CAGR, and the company is on track to achieve a net debt-zero situation within the next five years.
The company does not foresee any capital raising requirements for IRB, as growth will primarily come from asset rotation by moving assets from Private InvIT to Public InvIT and redeploying the unlocked capital.
IG PETROCHEMICALS – Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT
• FY26 remained challenging for chemical industry players
• IGPL retained leadership in domestic PAN market
• Management focused on cost leadership and efficiency
• Balance sheet de-risking remained key strategic priority
🔹 OUTLOOK
• Industry disruptions expected to normalize gradually
• India-EU and UK FTAs may create opportunities
• Long-term revenue target guided at ₹3,000–3,200 crore
• FY27 PAN sales expected near 2 lakh tons
• Copied From Concalls3 Telegram channel
🔹 INDUSTRY
• PAN pricing appears to have bottomed out
• Indian PAN market currently remains slightly oversupplied
• Demand expected to grow around 5–6% annually
• China overcapacity impacting global chemical pricing trends
🔹 GROWTH DRIVERS
• Advanced plasticizer project reached mechanical completion
• Commercial production expected to begin shortly
• Compressed biogas plant under green chemistry initiative
• DEP plant debottlenecking increased capacity by 50%
🔹 RISKS
• Orthoxylene prices remain highly volatile with crude
• Elevated prices may impact downstream industry demand
• West Asia tensions continue affecting logistics costs
• Forex and inventory losses impacted earlier profitability
• Copied From Concalls3 Telegram channel
🔹 PRODUCT MIX
• Business transitioning toward integrated chemical operations
• Non-phthalic segment revenue grew strongly in Q4
• Internal PAN consumption for plasticizers increasing steadily
• Plasticizer portfolio includes DEP, DOP and DOTP
🔹 FINANCIALS
• Q4 revenue increased to ₹530 crore
• Q4 EBITDA margin improved to 14.1%
• FY26 revenue stood at ₹1,954 crore
• FY26 PAT came in at ₹23 crore
• Dividend recommended at ₹5 per share
• Debt reduction strengthened financial risk profile
• Copied From Concalls3 Telegram channel
🔹 CONCLUSION
• IGPL witnessed strong profitability recovery during Q4
• Plasticizer expansion marks important strategic transition
• Cost leadership remains major competitive advantage
• Crude volatility and geopolitics remain key monitorables
OBSC PERFECTION – Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT
• FY26 marked transformation into multi-process engineering player
• Company exceeded prior 40% growth guidance strongly
• Focus shifting toward sub-assemblies and precision engineering
• Management following phased and frugal capex strategy
🔹 OUTLOOK
• FY27 revenue growth guided at 40–45%
• EBITDA margins expected to improve by 1%
• Export contribution targeted at 30–35% revenue
• Strong ₹1,200 crore order book ensures visibility
• Copied From Concalls3 Telegram channel
🔹 INDUSTRY
• China Plus One opportunity remains major tailwind
• European auto market witnessing gradual slowdown
• North America and Mexico becoming strategic focus regions
• Iran-Israel conflict impacting logistics and shipping costs
🔹 GROWTH DRIVERS
• New Supa gigafactory to integrate multiple processes
• Defense production of ignition primers already started
• Humanoid cold plate supply projects scaling globally
• Tata Autocomp relationship supporting Tesla-linked opportunities
• Stamping company acquisition strengthens sub-assembly capabilities
🔹 RISKS
• Geopolitical tensions continue impacting manufacturing ecosystem
• Labor shortages remain major operational challenge
• Temporary tariff-related pricing support affected profitability
• Free cash flow remains negative amid aggressive expansion
• Copied From Concalls3 Telegram channel
🔹 PRODUCT MIX
• Non-automotive revenue surged 150% during FY26
• Commercial vehicles contribute 40–50% automotive revenue
• Business moving toward high-precision niche applications
• Defense, marine and medical sectors gaining traction
🔹 FINANCIALS
• FY26 revenue growth stood at 54%
• EBITDA margin reached 19.5% during FY26
• Exports contribute around 20% of total revenue
• Incremental FY27 capex planned at ₹15–20 crore
• Preferential issue raised ₹43.3 crore successfully
• Supa land acquisition cost around ₹17–18 crore
• Copied From Concalls3 Telegram channel
🔹 CONCLUSION
• OBSC entering strong scale-up and diversification phase
• Large order book supports multi-year growth visibility
• Defense and humanoid segments creating new opportunities
• Management remains highly confident on future trajectory
LAXMI DENTAL 🦷📈 Q4 BUSINESS UPDATE
• Dental Laboratory business delivered highest-ever quarterly performance
• Segment revenue grew 27% YoY driven by strong domestic recovery & record international revenues
• Aligner Solutions business reported ₹18 Cr revenue in Q4
• Bizdent business grew 11% YoY
• Vedia revenue remained stable sequentially at ₹7 Cr
• Company highlighted some order delays due to higher freight costs amid geopolitical uncertainties
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