Concall Intelligence

Sterlite Technologies Limited held an investor and analyst meeting on September 3, 2026, announcing its strategic growth roadmap titled 'Lakshya' targeting INR 20,000 crore revenue and over 27% EBITDA margin by FY29. The management highlighted the structural shift from connecting people via traditional telecom to connecting intelligence and compute inside AI data centers, supported by an open order book of over $2 billion and planned annual capital expenditure of approximatel

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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.

Bansal Wire Industries Limited reported a strong financial year for FY2025-26 with consolidated revenue growing 19% to Rs 4,160 crore, EBITDA up 17% to Rs 324 crore, and PAT rising 10% to Rs 161 crore, backed by record volumes of 4,58,000 tonnes. Management remains optimistic about sustainable growth driven by capacity expansion at Dadri, scaling of high-margin specialty and B2C segments, and improved cash generation.

Vikran Engineering Limited reported strong financial and operational performance for FY 2025-26, characterized by robust revenue growth, public market listing, and substantial expansion in its order book supported by diversification into solar EPC and renewable energy assets. Execution remains healthy, with several key transmission projects commissioned ahead of schedule.

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.

Manipal Payment and Identity Solutions Limited reported strong financial growth for Q1 FY27, driven by core business compounding and a rapidly scaling international and emerging segment, while absorbing investments in new initiatives.

Eppeltone Engineers Limited held its 23rd AGM discussing strategic progress, new manufacturing infrastructure, and order book health despite temporary weather-related execution delays.

Solex Energy reported a landmark FY26 with strong top-line and bottom-line growth, backed by a robust order book and ambitious expansion plans across the solar value chain and BESS, while acknowledging the execution risks of large capital projects.

Zenith Drugs Limited reported robust top-line growth and improved working capital metrics for FY 2025-26, although PAT declined due to higher depreciation from new asset capitalization. Management remains optimistic about future scaling through new chronic therapy product launches and export 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.

Steamhouse India Limited delivered robust operational performance for Q1 FY27, driven by strong growth in steam volumes and operating leverage, while completing its strategic exit from low-margin coal trading effective April 1, 2026.

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.

Ambika Cotton Mills Limited delivered a strong financial performance in FY 2025-26 with double-digit revenue growth and improved profitability, supported by export recovery and capacity expansion. The company remains debt-free with robust internal accruals funding both ongoing expansions and future modernization plans.

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.