Good
#Q4FY26-07/05/2026 post 7pm
Lupin Ltd
#Lupin
#LupinLtd
Good Q4FY26 with big OCF generation 👏
Record set partly aided by forex gains of 314cr
Good even after excluding these gains
Highest ever revenue, EBITDA, PBT and PAT in comps history
Good margin expansion
Crazy earnings from a large cap
Every quarter is a pleasant surprise from last 6 qtrs
Rev at 7474cr vs 5667cr, Q3 at 7167cr
PBT at 2059cr vs 895cr, Q3 at 1948cr
PAT at 1469cr vs 782cr, Q3 at 1180cr
Good QoQ and YoY uptick across all parameters
OCF at 7334cr vs 2999cr👏🔥
Aditya Birla Lifestyle Brands
#ABLBL
#AdityaBirlaBrands
QoQ isn't comparable due to Q3 being a festive quarter
Decent YoY uptick across all parameters
Rev at 2174cr vs 1942cr
EBITDA at 352cr vs 308cr⏫14%
PBT at 78cr vs 52cr⏫50%
PAT at 55cr vs 38cr⏫42%
OCF at 1218cr vs 1144cr
Savita Oil Technologies
#SOTL
#SavitaOil
Good QoQ and YoY uptick across all parameters
Rev at 1213cr vs 999cr, Q3 at 1063cr
EBITDA at 65cr⏫35% YoY,⏫61% QoQ
OPM at 5.3% vs 4.8%
PBT at 68cr vs 42cr, Q3 at 48cr
PAT at 47cr vs 29cr, Q3 at 38cr
OCF at 137cr vs 63cr
Suryoday SFB
#Suryoday
Good Q4FY26 with solid QoQ and YoY uptick across all parameters
Rev at 692cr vs 530cr, Q3 at 625cr
PPOP at 107cr vs 47cr, Q3 at 89cr
PBT at 66cr vs loss, Q3 at 48cr
PAT at 50cr vs loss, Q3 at 37cr
GNPA and NNPA down QoQ and YoY
Vijaya Diagnostics
#Vijaya
Solid Q4FY26 with good QoQ and YoY uptick across all parameters
Good margin expansion
Rev at 219cr vs 173cr, Q3 at 205cr
PBT at 64cr vs 48cr, Q3 at 58cr
PAT at 48cr vs 35cr, Q3 at 43cr
OCF at 270cr vs 224cr
Pidilite Industries
#Pidilite
Good Q4FY26, valuations are rich
Consistent growth
Rev at 3583cr vs 3141cr, Q3 at 3710cr
PBT at 787cr vs 602cr, Q3 at 846cr
PAT at 584cr vs 423cr, Q3 at 624cr
OCF at 2828cr vs 2287cr
Sandur Manganese
#SanduMa
Good Q4FY26
Rev at 1511cr vs 1311cr, Q3 at 1209cr
PBT at 297cr vs 204cr, Q3 at 178cr
PAT at 236cr vs 156cr, Q3 at 116cr
Good QoQ and YoY uptick across all parameters
Good margin expansion
OCF at 1142cr vs 840cr
Sundrop Brands
#Sundrop
Rev at 387cr vs 304cr, Q3 at 407cr
PBT at 13cr vs loss, Q3 at 12cr
PAT at 10cr vs loss, Q3 at 8cr
OCF at 31cr vs 84cr
NRB Bearings
#NRB
#NRBBearings
Decent Q4FY26
Rev at 372cr vs 329cr, Q3 at 328cr
Other income at 7cr vs 3cr
PBT at 56cr vs 48cr, Q3 at 48cr
OCF at 241cr vs 83cr
Prudent Corporate Advisory Services
#Prudent
#PrudentCorporate
Good Q4FY26,rich valuations
Consistent performer
Rev at 361cr vs 283cr, Q3 at 353cr
Other income at -5cr vs 8cr, Q3 at 10cr
PBT at 79cr vs 69cr, Q3 at 68cr
PAT at 59cr vs 52cr, Q3 at 58cr
OCF at 216cr vs 161cr
Indo Thai Securities
#IndoThai
Most of it is due to fair value changes
Rev at 38cr vs 6cr, Q3 at 28cr
Fair value changes at 32cr vs 21cr QoQ
PBT at 32cr vs loss, Q3 at 23cr
Trident Lifeline
#TLL
Good Q4FY26 and FY26
Rev at 76cr vs 50cr, H1 at 53cr
Other income at 6.2cr vs 3.7cr
PBT at 17cr vs 7cr, H1 at 11cr
PAT at 11cr vs 6cr, Q3 at 8cr
OCF at 4.7cr vs -4cr
Manaksia Aluminium
#ManaksiaAlum
#ManakAluCo
Rev at 156cr vs 137cr, Q3 at 153cr
PBT at 5cr vs 3cr, Q3 at 2cr
PAT at 3.2cr vs 2cr, Q3 at 1.6cr
OCF at 40cr vs 0.9cr
Urban Enviro Waste Management
#UrbanEnviro
Good H2FY26,but lower than H1FY26
Rev at 95cr vs 69cr, H1 at 87cr
PBT at 9.3cr vs 3.3cr, H1 at 11.5cr
PAT at 5.7cr vs 2.6cr, H1 at 9cr
OCF at 8cr vs 10cr
Patil Automation
#PatilAuto
Rev at 95cr vs 71cr in H1
PBT at 13.7cr vs 10.4cr in H1
PAT at 11.5cr vs 7.5cr in H1
OCF at -0.6cr
Decent:
#JaroEducation
QoQ good, YoY flat
Big other income of 9cr vs 1cr
PBT at 27cr vs 24.7cr, Q3 at 9cr
#Gravita
Rev at 1172cr vs 1037cr, Q3 at 1017cr
EBITDA at 110cr vs 93cr
PBT at 106cr vs 91cr adj for higher other income in last Q4
#ForbesPrec
Rev at 71cr vs 66cr, Q3 at 64cr
PBT at 15cr vs 14cr, Q3 at 8cr
OCF at 27cr vs 51cr