Concall Intelligence

HCLTech delivered solid top‑line growth and margin expansion, driven by strong Advanced AI services and record bookings, while software revenue declined and margin guidance remains cautious.

Poonawalla Fincorp reported a strong quarter, marking an 'inflection point' with significant improvements across key financial metrics. The company achieved disciplined AUM expansion, enhanced NIM and fee income, and reduced credit costs, leading to a structural lift in ROA. New product launches are scaling well, contributing significantly to disbursements, and the cross-sell engine is beginning to fire. Asset quality metrics showed broad-based improvement, supported by robus

Asset Reconstruction Company (India) Limited (Arcil) reported strong performance for Q1 FY27, driven by a 151% YoY surge in total recoveries and a 107% YoY increase in standalone PAT to INR143 crores, despite light seasonal acquisitions. Management highlighted that performance should be evaluated over longer periods due to the chunky nature of corporate recoveries and seasonal acquisitions.

Ganesh Benzoplast Limited has agreed to divest its liquid tank farm (LST) businesses at JNPA, Goa, and Cochin along with the JNPA-linked rail business for an aggregate valuation of INR 1,154 crores to KKR. The management plans to pivot into a chemical and EPC-focused pure play, returning approximately INR 200 crores from the first tranche to public shareholders via a special dividend and buyback while reinvesting the balance into expanding the chemical segment and scaling the

Sudarshan Chemical delivered a robust Q1 FY2027 performance following the Clariant-Heubach integration, achieving consolidated revenue of over Rs.2,600 Crores and solid EBITDA expansion. Despite geopolitical headwinds and supply chain friction, management remains focused on value capture, cost reduction, and completing IT integration while maintaining a cautious wait-and-watch approach on guidance.

Knowledge Marine & Engineering Works Limited reported robust financial growth for Q1 FY27, driven by strong execution in core dredging and specialized asset deployment. Management remains confident in scaling operations across dredging, chartering, and shipbuilding, targeting a INR1,000 crores top-line by FY29.

Solar Industries India Limited announced a transformational definitive agreement to acquire South Africa-based Omnia Holdings Limited through its wholly-owned step-down subsidiary, Solar Overseas Investments Proprietary Limited. Management outlined strong strategic rationale focusing on value-chain integration, expansion in the SADC region, and synergies across mining and agriculture segments, while emphasizing comfort with leverage limits below 2x EBITDA by FY28.

Centum Electronics delivered a steady Q1 FY27 performance with stand-alone revenue growing 11% YoY to INR205 crores and stand-alone order book expanding 31% YoY to INR1,800 crores. The quarter was marked by the successful completion and deconsolidation of overseas subsidiaries, eliminating future liabilities and sharpening focus on the core India ESDM platform, despite some near-term margin mutedness due to project phasing in the BTS segment.

India Glycols delivered a strong Q1 FY27 with double-digit growth in gross revenue, EBITDA, and PAT, alongside steady progress on its NCLT-approved business restructuring into separate entities.

Man Industries reported robust performance in Q1 FY27 with consolidated EBITDA reaching a record INR155 crores (up 92.6% YoY) and stand-alone PAT more than doubling YoY, driven by optimized product and geographic mix. Management maintains an optimistic outlook underpinned by a structural multiyear demand cycle across MENA, GCC, and Southeast Asia, along with strategic capacity additions in Saudi Arabia (NPC acquisition, Dammam coating facility) and Jammu (stainless steel proj

Cochin Shipyard reported stable performance for Q1 FY27 with a turnover of INR 1,094.21 crores, PBT of INR 202.49 crores, and PAT of INR 151.45 crores. Management maintains a positive long-term growth outlook supported by a robust order book of INR 22,000 crores, expansion into ship repair and hybrid shipbuilding facilities, and strategic international partnerships despite execution dependencies and working capital pressures.

Karamtara Engineering Limited delivered a strong first quarterly performance as a listed company for Q1 FY27, reporting 72% YoY revenue growth to INR1,581 crores and 45% YoY PAT growth to INR87 crores, driven by robust renewable demand and international expansion.

VA Tech Wabag reported record FY 2025-26 performance with revenue of INR 3,944 Crores, EBITDA of INR 524 Crores, and PAT of INR 371 Crores, supported by a robust order book exceeding INR 17,200 Crores and a net cash positive position for the sixth consecutive year.

Granules India Limited reported returning to growth in FY26 after three years of flat performance, backed by a strong net cash position following preferential warrants in September 2026. The company is executing a strategic transformation focusing on four growth engines (controlled substances, complex generics/early market opportunities, oncology, and peptide CDMO) while funding a 2,000 crore organic capex plan over the next 3 to 4 years.

Schaeffler India Limited's management highlighted robust domestic demand supported by GST 2.0 and government infrastructure spend, while maintaining a cautious approach to pure export strategies and emerging EV profitability due to low initial adoption rates.

Metro Brands Limited reported steady operational performance for FY25-26, crossing the 1,000-store milestone and posting double-digit revenue and PAT growth, though shareholders raised concerns regarding a decline in revenue per square foot and return on capital employed.

Allcargo Logistics reported a purposeful transformation year in FY2025-26, integrating express distribution and contract logistics under Vision 2030, resulting in revenue of INR 2,058 crores and a 16% growth in EBITDA to INR 233 crores.

Pakka Limited held its 46th AGM reflecting on a demanding FY 2025-26 marked by operational shutdowns, equipment breakdowns, project delays, and lower earnings, while pointing to an improving June quarter and ongoing progress on Project Jagriti for long-term growth.

Symbiotec Pharmalab reported Q1 FY27 consolidated revenue of INR 218 crores (up 7% YoY), driven mainly by the stable steroid API business. However, consolidated net profit stood lower at INR 14 crores due to a significant operational expense drag of INR 23 crores and depreciation of INR 11 crores from recently invested new businesses (biotech CDMO and complex injectables) where commercial revenues are yet to commence. Management maintains a confident revenue and EBITDA growth

LIC Housing Finance Limited reported record performance in FY 2025-26 with a loan book of Rs 320,707 crore and PAT of Rs 5,595 crore, driven by synergy across operations, cost management, and declining cost of funds. Management guided towards sustainable double-digit growth and margin protection via product diversification into LAP and LRD, while acknowledging legacy asset quality challenges and intense competition from banks.