Good
#Q1FY26-4/8/25 till 4pm
Kirloskar Ferrous Industries
#KirlFer
#KirloskarFerrous
Solid Q1FY26
Good QoQ and YoY uptick in EBITDA, PBT and PAT
Good margin expansion QoQ and YoY
Rev at 1698cr vs 1553cr, Q4 at 1737cr
Other income at 8cr vs 24cr QoQ
PBT at 130cr vs 98cr, Q4 at 124cr
PAT at 95cr vs 70cr, Q4 at 92cr
Deep Industries
#DeepInds
#DeepIndustries
Blockbuster Q1FY26 👏
Solid QoQ and YoY uptick in rev, EBITDA, PBT and PAT
Rev at 199cr vs 123cr, Q4 at 167cr
EBITDA at 82cr vs 51cr with 41% OPM
PBT at 78cr vs 49cr, Q4 at 49cr
PAT at 59cr vs 37cr, Q4 had a one off loss
Sumitomo Chemical
#Sumitomo
#SumiChem
Solid Q1FY26
Good QoQ and YoY uptick
Decent margin expansion QoQ and YoY
Rev at 1057cr vs 839cr⏫26%, Q4 at 679cr
EBITDA ⏫36% at 219cr
PBT at 240cr vs 171cr, Q4 at 133cr
PAT at 178cr vs 126cr⏫41%, Q4 at 100cr
Steady and solid set overall
BLS E Services
#BLSE
Rev at 244cr vs 75cr, Q4 at 239cr
PBT at 23cr vs 17cr,flat QoQ
Margins down due to acquisition impact
PAT at 17.5cr vs 12.6cr, Q4 at 17.3cr
Mafatlal Industries
#MafatlalInd
Rev at 1240cr vs 452cr, Q4 at 450cr
PBT at 42cr vs 24cr, Q4 at 10cr
Solid set QoQ and YoY
Margin lower
PAT at 46cr vs 30cr, Q4 at 23cr
Manba Finance
#Manba
#ManbaFinance
Rev at 63cr vs 46cr, Q4 at 65cr
PBT at 12cr vs 6.5cr, Q4 at 11.2cr
PAT at 9.7cr vs 5.1cr, Q4 at 8cr
GNPA and NNPA down YoY
Vascon Engineers
#Vascon
#VasconEngineers
Other income is the main contributor
Rev at 221cr vs 196cr, Q4 at 387cr
Rev at 21cr vs 2cr
PBT at 27cr vs 12cr, Q4 at 36cr
PAT at 22cr vs 9cr, Q4 at 33cr
Standard Glass Lining Technology
#SGLTL
Recovery qtr , deferred revenues of Q4 came into Q1
Decent QoQ and YoY uptick
Rev at 174cr vs 142cr, Q4 at 166cr
PBT at 28cr vs 20cr, Q4 at 22cr
PAT at 21cr vs 15cr, Q4 at 16.5cr
Shree Cement
#ShreeCem
Good Q1FY26 👏
QoQ not comparable as Q4 is seasonally strongest qtr for cement comps
Rev at 4947cr vs 4835cr, Q4 at 5240cr
Other income at 201ce vs 134cr, Q4 at 150cr
EBITDA at 1430cr vs 1052cr, Q4 at 1531cr
PBT at 833cr vs 351cr, Q4 at 742cr
PAT at 618cr vs 318cr, Q4 at 555cr
EIH Associated Hotels
#EIHAssoc
Seasonality in the business
QoQ isn't comparable
Rev at 69cr vs 64cr
PBT at 9.5cr vs 4.8cr
PAT at 6.2cr vs 3.6cr
Ramco Industries
#RamcoInd
Rev down at 526cr vs 543cr
PBT at 57cr vs 47cr, Q4 at 35cr
PAT at 46cr vs 36cr, Q4 at 29cr
Including associates profits, PAT at 66cr vs 39cr, Q4 at 36cr
Bansal Roofing Products
#BansalRoofing
#BRPL
Rev at 36cr vs 24cr, Q4 at 29cr
PBT at 2.5cr vs 1.1cr,flat QoQ
PAT at 2cr vs 0.9cr, Q4 at 1.8cr
Tourism Finance Corporation
#TFCI
Rev at 66cr vs 62cr, Q4 at 69cr
PBT at 38cr vs 32cr, Q4 at 36cr
PAT at 3qcr vs 25cr, Q4 at 30cr
GNPA at 0.24% vs 2.82%
Crizac
#Crizac
Rev at 209cr vs 162cr, Q4 at 341cr
PBT at 62cr vs 55 r, Q4 at 62cr
PAT at 46cr vs 41.5cr, Q4 at 50cr
Globus Spirits
#Globus
#GlobusSpr
Rev at 699cr⏫9% YoY
EBITDA at 60cr⏫20% YoY,⏫40% QoQ
Good margin expansion
PAT at 19cr⏫13% YoY,⏫194% QoQ
String Metaverse
#MetaString
#Meta
Good QoQ and YoY uptick
Rev at 199cr vs 50cr, Q4 at 154cr
PBT and PAT at 18cr vs 5cr, Q4 at 13cr
Aptech
#Aptech
Rev at 130cr vs 104cr, Q4 at 119cr
PBT at 9.5cr vs 7.1cr, Q4 at 9.3cr
PAT at 6.7cr vs 5c4, Q4 at 5cr
Hindustan Media Ventures
#HMVL
Rev at 183cr vs 162cr, Q4 at 201cr
EBITDA at 18cr vs 9cr, Q4 at 52cr
PBT at 12cr vs 0.5cr, Q4 at 45.5cr
PH Capital
#PHCapital
Rev at 58cr vs 33cr, Q4 at 47cr
PBT at 9cr vs -8.6cr, Q4 at 1.6cr
PAT at 7cr vs -6.6cr, Q4 at 1.2cr
Steel Exchange India
#SteelExchange
Rev at 300cr vs 264cr, Q4 at 291cr
PBT at 10cr vs 2.5cr, Q4 at 24cr
PAT at 10.2cr vs 2.5cr, Q4 at 4.8cr
PerfectPac
#PerfectPac
Rev at 30cr vs 28xr, Q4 at 32cr
PBT at 1.6cr vs 1cr, Q4 at 0.95cr
Decent/Average:
#ABCapital
#Escorts
#Marico
#StoveKraft
#ARCLOrganics