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Two investors are working together with analyzing the stock data graphs in the paper and viewing the data on the laptop screen. istock photo for BL | Photo Credit: wutwhanfoto
Q4 Results Today, May 12, 2026, Highlights: Find all the latest Q4 results 2026 updates of A-1, Abans Enterprises, Arunjyoti Bio Ventures, Amba Enterprises, Albert David, Alicon Castalloy, Asutosh Enterprise, Avadh Sugar & Energy, Bharat Bijlee, Bengal Steel Industries, Berger Paints India, Dixon Technologies (India), Dr Reddys Laboratories, Nazara Technologies, Neuland Laboratories, Tata Power Company, Texmaco Rail & Engineering, Thomas Cook (India), Torrent Power, Trescon, TRF, Trustedge Capital, Ugar Sugar Works, Ventive Hospitality, V-Guard Industries.
Canara Bank, JSW Energy, PVR Inox, Nuvama Wealth, UPL, JBM Auto and more in focus
Stay tuned for more updates from businessline
- May 12, 2026 21:42
This live blog is now closed.
- May 12, 2026 21:21
Nazara Technologies profits grows multi-fold in Q4 of FY26, founder bullish on FY27
Nazara Technologies profits grows multi-fold in Q4 of FY26, founder bullish on FY27
Nazara Technologies reports significant profit growth in Q4 FY26, with optimistic projections for FY27 following strategic acquisitions.
- May 12, 2026 20:04
Tata Power reports revenue drop amid strong renewable growth in Q4
Tata Power reports revenue drop amid strong renewable growth in Q4
Tata Power on Tuesday reported a fall in revenue in Q4 of FY26, due to its Mundra Power plant remaining closed during the quarter, though strong execution across renewables, transmission and distribution helped offset the decline to some extent.
- May 12, 2026 20:02
Torrent Power Q4 profit falls 69% to ₹318 cr; board approves ₹10,000 cr fundraise
Torrent Power Q4 profit falls 69% to ₹318 cr; board approves ₹10,000 cr fundraise
Torrent Power's Q4 profit plummets 69% to ₹318 crore; board approves ₹10,000 crore fundraising and recommends ₹5 final dividend.
- May 12, 2026 18:25
Dixon Technologies Q4 net profit falls 36% to Rs 298 cr
Electronics manufacturing services firm Dixon Technologies on Tuesday reported a nearly 36 per cent decline in its consolidated net profit to Rs 297.97 crore in the fourth quarter of FY26.
The company had a net profit of Rs 464.95 crore during the corresponding period a year ago, a regulatory filing showed.
During the quarter under review, its revenue from operations increased to Rs 10,510.51 crore from Rs 10,292.54 crore.
However, the company’s total expenses also shot up to Rs 10,230.77 crore, from Rs 9,981.92 crore a year ago.
- May 12, 2026 18:25
Park Medi World Q4 profit up 47% at Rs 77 cr
Park Medi World Ltd on Tuesday reported a 47 per cent rise in consolidated net profit at Rs 76.8 crore for the fourth quarter ended March 31, 2026.
The company had posted a net profit of Rs 52.4 crore in the corresponding period previous fiscal, Park Medi World Ltd said in a statement.
Revenue from operations in the fourth quarter was at Rs 460.4 crore as against Rs 353.9 crore in the year-ago period, it added.
In FY26, the net profit was at Rs 273.6 crore as against Rs 215.4 crore a year ago. Revenue from operations stood at Rs 1,679.4 crore as compared to Rs 1,393.6 crore.
- May 12, 2026 18:12
Tata Power Q4 net profit grows 8 pc to Rs 1,416 cr
Tata Power on Tuesday posted over 8 per cent rise in consolidated net profit to Rs 1,415.52 crore during the March quarter of FY 2025-26, supported by lower expenses.
It had reported a net profit of Rs 1,306.09 crore in the year-ago period, the company said in a stock exchange filing.
During the January-March quarter, the company’s total income fell to Rs 15,455.48 crore from Rs 17,446.95 crore in the fourth quarter of FY25.
However, Tata Power trimmed its expenses to Rs 14,876.50 crore in Q4FY26 from Rs 16,179.77 crore in the same period a year ago.
As per the regulatory filing, the company reduced its fuel cost to Rs 1,336.29 crore from Rs 3,720.35 crore in the fourth quarter of FY25.
- May 12, 2026 17:53
Nexus Select Trust Q4 operating income rises to Rs 499 cr; declares Rs 346 cr payout to unitholders
Realty firm Nexus Select Trust on Tuesday reported a 12 per cent growth in net operating income (NOI) to Rs 498.6 crore and declared the distribution of Rs 346.3 crore among unitholders for the latest quarter ended March.
Nexus Select Trust, which is a retail asset-backed Real Estate Investment Trust (REIT), has 19 shopping malls in its portfolio with a gross leasable area of 10.7 million square feet spread across 15 cities in India.
During the 2025-26 fiscal, the company’s NOI stood at Rs 1,929.6 crore. It has announced the distribution of Rs 1,375.8 crore (Rs 9.081 per unit) for the last fiscal.
- May 12, 2026 17:13
Fractal Analytics reported consolidated revenue of Rs 886 crore, a growth of 17% year on year (YoY).
- May 12, 2026 17:13
Berger Paints India Q4 profit up 27% at ₹335 cr
Berger Paints India Ltd on Tuesday reported a 27.52 per cent rise in consolidated net profit at Rs 335.25 crore for March quarter FY26 helped by improvement in product mix and softening of raw material prices.
The company had logged a profit of Rs 262.91 crore in the year-ago period, Berger Paints India said in a regulatory filing.
Revenue from operations in the quarter stood at Rs 2,868.03 crore as against Rs 2,704.03 crore a year ago. Total expenses were higher at Rs 2,499 crore as compared to Rs 2,380.55 crore.
- May 12, 2026 17:11
Companies
Dr Reddy’s Q4 net falls 86% to ₹220 cr
Dr Reddy’s Q4 net falls 86% to ₹220 cr
Dr Reddy’s Q4 net profit plunges 86% to ₹220 crore as revenue drops 12% amid lower sales and one-offs.
- May 12, 2026 16:39
One Mobikwik posts ₹4 cr profit for March quarter
One Mobikwik posts ₹4 cr profit for March quarter
One Mobikwik reports ₹4 crore profit for March quarter, reversing last year’s ₹56 crore loss amid disciplined growth strategies.
- May 12, 2026 16:29
Banking
One Mobikwik posts ₹4 cr profit for March quarter
Fintech firm One Mobikwik Systems logged a profit of Rs 4.38 crore in March quarter FY26 mainly on account of cost discipline, a company filing said on Tuesday.
One Mobikwik had incurred a loss of Rs 56 crore in the same period a year ago.
“The company reported its second consecutive profitable quarter, reflecting disciplined execution across its Payments and Financial Services businesses,” Mobikwik said in a statement.
Revenue from operations grew 7.8 per cent to Rs 289 crore during the quarter from Rs 268 crore a year ago.
- May 12, 2026 16:17
V-Guard Industries posts higher quarterly profit on strong demand
V-Guard Industries reported a 23% rise in fourth-quarter profit on Tuesday, helped by strong demand in its electronics and electrical units.
The consumer electricals firm posted a consolidated net profit of 1.12 billion rupees ($11.70 million) for the quarter ended March 31, compared to 911.3 million rupees a year earlier.
Revenue from operations rose 14.1% year-on-year to 17.55 billion rupees, driven by strong sales of electronics and electrical products amid seasonal demand.
Profit margins expanded to 6.4% from 5.9% a year earlier.
- May 12, 2026 15:51
Iris Clothings net profit up 43% in Q4 on better demand
Iris Clothings net profit up 43% in Q4 on better demand
Iris Clothings reports a 43% net profit increase in Q4, driven by strong demand and strategic market expansion.
- May 12, 2026 15:36
NIIT MTS Q4 profit rises 58% to Rs 77 crore
Corporate training solutions provider NIIT MTS on Tuesday reported a 58.3 per cent increase in consolidated net profit to Rs 77.11 crore in the January-March quarter of FY26.
The company had posted a profit of Rs 48.71 crore in the year-ago period, according to regulatory filings.
Revenue from operations during the quarter under review came in 22.2 per cent higher at Rs 525.21 crore, as compared to Rs 429.71 crore in Q4 FY25. AI-enabled offerings now contribute nearly 13 per cent to the revenue, the company said in a statement.
- May 12, 2026 15:27
The Max Financial stock was at Rs 1,649 . 80, down Rs 45.70 (-2.70 %) in late trading on the NSE on Tuesday
- May 12, 2026 15:26
The Dixon Tech stock was at 10,132.00 , down Rs 640.00 (-5.94 %) near close on the NSE on Tuesday
- May 12, 2026 15:24
The Torrent Power stock was at Rs 1,598.70, down Rs 82.20 (-4.89 %) on the NSE at 3:23 pm on Tuesday
- May 12, 2026 15:21
The Tata Power stock was trading at Rs 418.05 , down Rs 15.15 (-3.50 %) on the NSE at 3:20 pm on Tuesday
- May 12, 2026 15:12
Keystone Realtors Q4 profit down 19% to ₹52.42 cr, revenue jumps to ₹1,613 cr
Realty firm Keystone Realtors Ltd on Tuesday reported a 19 per cent decline in its consolidated net profit to Rs 52.42 crore for the quarter ended March on higher operating expenses.
Keystone Realtors Q4 profit down 19% to ₹52.42 cr, revenue jumps to ₹1,613 cr
Keystone Realtors Q4 profit down 19% to ₹52.42 cr, revenue jumps to ₹1,613 cr
- May 12, 2026 15:02
V-Guard Industries Q4 consolidated net profit at Rs 112 crore
V GUARD INDUSTRIES Q4 CONSOL NET PROFIT Rs 112 crore
* V GUARD INDUSTRIES Q4 CONSOL REVENUE FROM OPERATIONS Rs 1,755 crore
* V GUARD INDUSTRIES LTD DECLARES DIVIDEND OF Rs 1.5 PER SHARE
- May 12, 2026 14:53
Syrma SGS posts ₹119 crore profit in March quarter, revenue jumps 58%
Electronics manufacturing services firm Syrma SGS Technology has posted a consolidated profit of around Rs 119 crore for the fourth quarter ended March 31, 2026, supported by revenue growth and consolidation of high-margin segments.
Syrma SGS posts ₹119 crore profit in March quarter, revenue jumps 58%
Syrma SGS reports ₹119 crore profit and 58% revenue growth in Q4, marking a strong year with strategic advancements.
- May 12, 2026 11:55
Quarterly results
Q4 live
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- May 12, 2026 11:31
Quarterly results
Butterfly Gandhimathi Q4 results live:
Butterfly Gandhimathi Appliances net profit up 27% at ₹11 crore
Kitchen appliances maker Butterfly Gandhimathi Appliances reported a net profit of ₹11 crore for the quarter March 2026 up 27 per cent from the same quarter last financial year. Revenue for Q4FY26 stood at ₹218 crore as against 187 crore in Q4FY25.
- May 12, 2026 11:30
Quarterly results
MobiKwik Q4 results live: Comments from Bipin Preet Singh, Co-founder, MD & CEO, MobiKwik
“FY26 was MobiKwik’s inflection year - we delivered a profitable H2 as committed, and achieved a ₹742 Mn EBITDA swing that demonstrates the strength of our model. Scaling responsibly and building profitability are not at odds; they are firmly aligned. Over the next two years, we will scale up our core business while building four new growth engines: Offline & Online Merchant Acquiring, Unlocking Lending through our NBFC, and AI powering everything we do. The margins generated from our Core will fund the buildout of these New Moats. We expect to remain baseline profitable through this investment cycle, even as we compound the business for the long term.”
- Bipin Preet Singh, Co-founder, MD & CEO, MobiKwik
- May 12, 2026 11:29
Stock down
Nuvama Q4 results live;
Nuvama Wealth profit rises 5% in Q4, shares in red
Nuvama Wealth reports a 5% profit rise in Q4, announces ₹14 interim dividend, but shares dip amid market volatility.
- May 12, 2026 11:02
Quarterly results
MobiKwik Q4 results live: Key highlights
Screenshot 2026-05-12 110159.png
- May 12, 2026 10:55
Quarterly results
One Mobikwik Systems Q4 results live: Profit q-o-q
One Mobikwik Systems reported standalone net profit for the quarter ended March 2026 at Rs 5.9 crore compared to Rs 6.67 crore in December 2025 quarter and Rs 55.7 crore in the March 2025 quarter.
In FY26, net loss narrowed to Rs 54.1 crore compared to Rs 122.3 crore in the year-ago period.
Shares traded at Rs 224.34 on the NSE, down 1,44%.
- May 12, 2026 10:47
Stock up
JBM Auto Q4 results live: Shares up
JBM Auto stock rises 4% on Q4 profit growth
JBM Auto shares surge 4% after reporting Q4 profit growth and announcing a ₹0.85 final dividend for shareholders.
- May 12, 2026 10:32
Stock up
Indian Hotels Q4 results live: Shares in focus
IHCL gains 2% after Q4 earnings, brokerages remain positive on growth outlook
Indian Hotels shares rise 2% after strong Q4 earnings; brokerages maintain positive growth outlook despite geopolitical challenges.
Brokerages positive | READ MORE
- May 12, 2026 10:31
Stock down
JSW Energy Q4 results live: Shares tank post Q4 results. check why
JSW Energy shares slump 8% despite Q4 profit growth, brokerages turn cautious
Shares of JSW Energy slumped 8 per cent in early trade on Tuesday despite the company reporting strong March quarter earnings growth, as investors reacted to elevated valuations and cautious brokerage commentary following the recent rally in the stock.
- May 12, 2026 10:07
Stock down
Syrma SGS Q4 results live: Shares in red
Syrma SGS Technology stock traded at Rs 1,087.20, down over 2% at 10.05 am, after hitting a low of Rs 1,083.35.
Company posted a consolidated profit of around Rs 119 crore for the fourth quarter ended on March 31, 2026 against a loss of Rs 71.45 crore in the same period a year ago.
- May 12, 2026 10:04
Stock market
STOCK MARKET LIVE, Q4 RESULTS TODAY LIVE: Sensex drags over 700 pts, IT sector major laggard
At 10 am, Sensex tanked 701.61 pts or 0.92% to 75,313.67. Nifty 50 depreciated 190.45 pts or 0.80% to 23,625.40.
Nifty IT traded as major laggard. All secotral indices except oil & gas, metal and PSU banks traded in red.
- May 12, 2026 09:41
Stock down
JSW Energy Q4 results live: Shares tank
JSW Energy shares slumped 8% to a low of Rs 512 on the NSE. Company posted over 38 per cent rise in its consolidated net profit to Rs 574 crore in the March quarter of FY 2025-26
- May 12, 2026 09:38
Stock down
PVR Inox Q4 results live: Shares volatile
PVR Inox shares declined to Rs 1,000 mark after opening at Rs 1,045 from the previous close of Rs 1,026.
Company reported standalone net profit for the quarter ended March 2026 at Rs 120.8 crore compared to Rs 122.8 crore loss in the same quarter last year.
- May 12, 2026 09:36
Quarterly results
Bank of India Q4 results live:
BANK OF INDIA Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT COMMENTARY
* FY26 marked significant milestone year
* Credit growth remained calibrated and diversified
* Asset quality improved to historic levels
* Deposit mobilization became strategic priority
* Digital transformation accelerated meaningfully
* Sales-driven banking approach intensified
🔹 FUTURE OUTLOOK
* Advances growth guided at 15-16%
* Deposit growth guided at 13-14%
* ROA targeted at 1% by FY27
* Domestic NIM targeted near 3%
* RAM mix targeted at 62%
* Advances target set near ₹11 lakh Cr
🔹 INDUSTRY TRENDS
* Indian economy remained relatively resilient
* Deposit competition intensified across industry
* Equity and gold attracted banking liquidity
* Brent crude crossed $102 per barrel
* Inflationary p
- May 12, 2026 09:35
BALKRISHNA INDUSTRIES Q4 results live:
BALKRISHNA INDUSTRIES LTD Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT COMMENTARY
* FY26 remained resilient amid challenges
* Achieved highest-ever annual volumes
* India outperformed all global markets
* Americas focus intensified strategically
* On-highway expansion gained sharper focus
* Margin discipline remained key priority
🔹 FUTURE OUTLOOK
* Formal volume guidance withheld currently
* EBITDA margin target maintained 23-25%
* US contribution targeted near 10%
* On-highway revenue target ₹5,000 Cr
* PCR launch planned this calendar year
* Long-term growth outlook remained positive
🔹 INDUSTRY TRENDS
* Europe demand recovered during H2
* Americas channel inventories normalized gradually
* Freight costs continued trending higher
* Raw material inflation intensified further
* Radialization trends accelerated steadily
* Supply-chain disruptions persisted globally
🔹 COMPETITIVE POSITIONING
* Positioned as premium global player
* PCR pricing aligned with market leaders
* Operational excellence remained core differentiator
* Value proposition focused on quality
* Discount-led growth strategy avoided
* VF tire category strengthened positioning
🔹 RISKS & CONCERNS
* Raw material inflation remained elevated
* Q1 RM inflation projected 7-8%
* Geopolitical volatility disrupted supply chains
* Forex losses impacted annual profitability
* Freight inflation pressured margins further
* Monsoon outlook remained key variable
🔹 GROWTH DRIVERS
* Additional ₹2,000 Cr capex approved
* PCR and TBR expansion accelerated
* Carbon black capacity expanded significantly
* AI-led automation investments increased
* Sustainability projects gained momentum
* Brand repositioning initiatives intensified
🔹 PRODUCT MIX TRENDS
* Q4 volumes reached record levels
* Premium radial products gained share
* Specialty tire mix improved steadily
* Carbon black integration enhanced margins
* Internal consumption supported profitability
* High-end product focus increased
🔹 FINANCIAL HIGHLIGHTS
* Q4 revenue stood at ₹2,894 Cr
* FY26 revenue reached ₹10,656 Cr
* Q4 EBITDA margin stood 22.9%
* FY26 EBITDA margin stood 22.7%
* Net debt remained below ₹900 Cr
* FY26 dividend totaled ₹16/share
🔹 KEY TAKEAWAYS
* Volume growth remained structurally strong
* On-highway diversification accelerated aggressively
* Premium positioning strategy stayed intact
* Carbon black integration strengthened margins
* Macro volatility remained near-term concern
* Long-term expansion roadmap stayed ambitious
[6:40 am, 12/5/2026] Badri Sir: AFFLE 3I LTD Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT COMMENTARY
* FY26 described as strong foundational year
* 13th consecutive quarter of sequential revenue growth achieved
* Management reiterated long-term 10x decadal vision
* Focus remained on AI-native and ROI-linked advertising
* Strong emphasis on direct advertiser relationships
* Working capital discipline and cash flow quality highlighted
🔹 FUTURE OUTLOOK
* Medium-term revenue CAGR guidance maintained at 20%
* Company preparing for aggressive inorganic expansion
* ₹11 billion fundraise approved for M&A opportunities
* Management expects meaningful acquisition in CY2026
* AI-driven advertising tailwinds expected to accelerate
* Developed market expansion remains strategic priority
🔹 INDUSTRY TRENDS
* Macro softness impacted select verticals and geographies
* Advertisers increasingly preferring ROI-based CPCU models
* AI-generated apps and content rising rapidly
* Human vs non-human traffic filtration becoming critical
* Connected TV and connected household ecosystems expanding
* Digital advertising ecosystem evolving toward performance-led models
🔹 COMPETITIVE POSITIONING
* CPCU business model remained key differentiator
* Deep advertiser data integration strengthened moat
* 18 granted patents focused on human filtration technology
* Verticalized approach differentiated company from DSP peers
* Connected TV capabilities expanding rapidly
* Management believes competitors lack similar depth in ROI integration
🔹 RISKS & CONCERNS
* Gross margins moderated to ~36.5%
* Investments in developed markets impacting profitability
* Rising AI-led digital fraud risks highlighted
* Geopolitical uncertainty caused recalibration during quarter
* Margin pressure linked to long-term capability investments
* Competition intensity increasing across digital advertising ecosystem
🔹 GROWTH DRIVERS
* Optics AI and Nico integrations improved campaign optimization
* Connected TV ecosystem emerging as key growth area
* Four acquisition targets shortlisted for expansion
* Focus on developed market customer acquisition
* AI-powered creative optimization scaling rapidly
* Vertical expansion across healthcare and fintech accelerating
- May 12, 2026 09:35
Quarterly results
Affle 3I Q4 results live:
AFFLE 3I LTD Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT COMMENTARY
* FY26 described as strong foundational year
* 13th consecutive quarter of sequential revenue growth achieved
* Management reiterated long-term 10x decadal vision
* Focus remained on AI-native and ROI-linked advertising
* Strong emphasis on direct advertiser relationships
* Working capital discipline and cash flow quality highlighted
🔹 FUTURE OUTLOOK
* Medium-term revenue CAGR guidance maintained at 20%
* Company preparing for aggressive inorganic expansion
* ₹11 billion fundraise approved for M&A opportunities
* Management expects meaningful acquisition in CY2026
* AI-driven advertising tailwinds expected to accelerate
* Developed market expansion remains strategic priority
🔹 INDUSTRY TRENDS
* Macro softness impacted select verticals and geographies
* Advertisers increasingly preferring ROI-based CPCU models
* AI-generated apps and content rising rapidly
* Human vs non-human traffic filtration becoming critical
* Connected TV and connected household ecosystems expanding
* Digital advertising ecosystem evolving toward performance-led models
🔹 COMPETITIVE POSITIONING
* CPCU business model remained key differentiator
* Deep advertiser data integration strengthened moat
* 18 granted patents focused on human filtration technology
* Verticalized approach differentiated company from DSP peers
* Connected TV capabilities expanding rapidly
* Management believes competitors lack similar depth in ROI integration
🔹 RISKS & CONCERNS
* Gross margins moderated to ~36.5%
* Investments in developed markets impacting profitability
* Rising AI-led digital fraud risks highlighted
* Geopolitical uncertainty caused recalibration during quarter
* Margin pressure linked to long-term capability investments
* Competition intensity increasing across digital advertising ecosystem
🔹 GROWTH DRIVERS
* Optics AI and Nico integrations improved campaign optimization
* Connected TV ecosystem emerging as key growth area
* Four acquisition targets shortlisted for expansion
* Focus on developed market customer acquisition
* AI-powered creative optimization scaling rapidly
* Vertical expansion across healthcare and fintech accelerating
🔹 PRODUCT MIX TRENDS
* CPCU remained primary revenue engine
* Q4 conversions reached 120.3 million
* Conversion rate stood at ₹60 per conversion
* India and Emerging Markets contributed 71.6% revenue
* Developed Markets contributed 28.4% revenue
* Broad-based growth across e-commerce, fintech and entertainment
🔹 FINANCIAL HIGHLIGHTS
* FY26 revenue stood at ₹2,710 Cr
* Revenue grew 19.5% YoY
* EBITDA reached ₹610 Cr
* EBITDA margin came at 22.5%
* Q4 revenue stood at ₹724 Cr
* Q4 PAT rose 16% YoY to ₹122 Cr
* Operating cash flow reached ₹502 Cr in FY26
* Strong cash flow compounding maintained over 5 years
🔹 KEY TAKEAWAYS
* AI-native advertising platform scaling strongly
* CPCU model proving resilient amid macro volatility
* Developed market expansion becoming major focus area
* Human filtration technology emerging as strategic moat
* Large M&A war chest signals aggressive growth intent
* Margin moderation linked to strategic investments, not weakness
- May 12, 2026 09:34
Quarterly results
Q4 results live:
*Researchbytes Analyst App *
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Recent Interview...
As of 18:54 PM Monday 11 May 2026
Bank of Baroda: Debadatta Chand, MD & CEO
A Healthy Q4 For Bank Of Baroda | Deposit Growth Has Been Very Encouraging, Says Company
https://www.youtube.com/watch?v=eWTCUrRs6mo
Bank of India: Rajneesh Karnatak, MD CEO
Robust Q4 For Bank Of India | Expect Global Advances To Grow At 15-16%, Says Bank
https://www.youtube.com/watch?v=rwHK-3fParU
Birla Corp: Aditya Saraogi, CFO
See Cost Pressure Of ?150–175/ton From Q1 Onwards: Birla Corporation |
https://www.youtube.com/watch?v=hG6wTOq_52Y
DB Corp: Girish agrawalNon ED, Girish agrawalNon ED
DB Corp: Strong Single-Digit Topline Growth Seen In FY27
https://www.youtube.com/watch?v=RrnG_aoizZU
Gateway Distri: Samvid Gupta, Joint MD
Gateway Distriparks Slides 2% US-Iran War Impacts Q4FY26 Earning
https://www.youtube.com/watch?v=lG2Sfd-RZ-s
IRB Infra: Anil Yadav, Group CFO
IRB Infra Sees 24% Toll Growth in April | Strong Traffic, Asset Expansion & Monetisation Drive View
https://www.youtube.com/watch?v=JCjh9iNzuK8
- May 12, 2026 09:33
Quarterly results
Urban Company Q4 reuslts live:
URBAN COMPANY LTD Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT COMMENTARY
* Q4 ranked among strongest quarters
* FY26 marked defining listed-company year
* India core margins improved structurally
* Core business turned EBITDA positive
* Insta investments prioritized aggressively
* AI integration accelerated significantly
🔹 FUTURE OUTLOOK
* EBITDA breakeven targeted by Q3FY28
* ₹1,000 Cr EBITDA targeted by FY31
* Native business nearing breakeven soon
* India core margins targeted near 10%
* Native revenues expected quadrupling ahead
* Insta expansion investments continuing aggressively
🔹 INDUSTRY TRENDS
* Demand accelerated across major cities
* Instant fulfillment adoption increased rapidly
* UAE demand softened temporarily during conflict
* Indian market remained deeply underpenetrated
* Densification improved operating leverage materially
* AI adoption accelerated across operations
🔹 COMPETITIVE POSITIONING
* Core business maintained dominant market share
* Insta competition remained highly aggressive
* Quality and trust remained key differentiators
* SOP-driven execution strengthened customer retention
* Management prioritized long-term market leadership
* Discounts alone viewed unsustainable competitively
🔹 RISKS & CONCERNS
* Insta losses remained significantly elevated
* Supply creation remained operational bottleneck
* Quality scaling stayed execution-intensive
* Micro-market management remained highly complex
* Competitive intensity stayed irrational currently
* Consolidated profitability remained under pressure
🔹 GROWTH DRIVERS
* Insta delivered 2.7 million quarterly orders
* Native scaled premium hardware offerings
* AI automated proof-of-work processes
* Partner support increasingly AI-driven
* International businesses turned EBITDA positive
* Densification improved profitability and speed
🔹 PRODUCT MIX TRENDS
* Retained users contributed 83% NTV
* India core business grew strongly
* Gated business growth accelerated sharply
* Subscription models scaling internationally
* Service renewals remained exceptionally strong
* Higher-frequency engagement improving retention
🔹 FINANCIAL HIGHLIGHTS
* Revenue grew 43% YoY in Q4
* NTV increased 42% YoY
* India core EBITDA reached ₹131 Cr
* Q4 adjusted EBITDA loss stood ₹98 Cr
* Cash reserves exceeded ₹2,000 Cr
* Balance sheet remained highly comfortable
🔹 KEY TAKEAWAYS
* Core business funded aggressive expansion
* Insta remained major strategic priority
* AI integration strengthened execution capabilities
* International operations achieved profitability milestone
* Market leadership ambitions remained aggressive
* Long-term growth visibility stayed strong
- May 12, 2026 09:25
Stock up
Canara Bank Q4 results live: Shares up 2%
Canara Bank shares rose 2% to Rs 132 on the NSE. The bank posted a 9.95 per cent year-on-year (y-o-y) decline in net profit for Q4FY26 at ₹4,506 crore, compared to ₹5,004 crore in the corresponding quarter last year.
- May 12, 2026 09:22
Stock market
Stock market live, Q4 results live: Markets continue to drag
Sensex traded 368.29 pts or 0.48% lower at 75,646.99 at 9.19 am after opening at 75,688.39 from the previous close of 76,015.28. Nifty 50 dipped 94.10 pts or 0.4% to 23,721.75.
- May 12, 2026 09:19
Quarterly results
Tata Consumer Products Q4 results live:
TATA CONSUMER PRODUCTS LTD Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT COMMENTARY
* Revenue crossed ₹20,000 Cr milestone
* India business delivered 16% UVG
* Growth remained broad-based and volume-led
* Margins concerns remained secondary focus
* Growth businesses scaling aggressively
* Acquired brands integration progressing smoothly
🔹 FUTURE OUTLOOK
* Double-digit revenue growth targeted ahead
* Growth businesses expected sustaining 30% growth
* EBITDA margins guided higher by 50–80bps
* Coffee margins expected improving gradually
* Digital channels growth visibility remained strong
* Innovation pipeline remained highly active
🔹 INDUSTRY TRENDS
* Tea prices remained largely benign
* Coffee prices softened meaningfully
* Quick commerce adoption accelerated rapidly
* E-commerce contribution expanded significantly
* Middle East disruptions impacted exports
* Fuel inflation remained key monitorable risk
🔹 COMPETITIVE POSITIONING
* Tea leadership strengthened across digital channels
* Premiumization strategy differentiated product portfolio
* Consumer trust boosted online performance
* Full-stack water portfolio expanded steadily
* Traditional Nielsen data losing relevance
* Innovation pillars remained competitive advantage
🔹 RISKS & CONCERNS
* Middle East disruptions impacted shipping
* Packaging costs remained elevated
* LPG prices increased gradually
* Fuel inflation risks stayed monitorable
* Tea business margins remained seasonal
* International exports faced temporary disruptions
🔹 GROWTH DRIVERS
* GTM restructuring improved outlet productivity
* Innovation-to-sales ratio reached 4.5%
* Over 80 products launched annually
* Tea extracts capacity expansion approved
* Vietnam coffee expansion progressing steadily
* Digital-first channels scaling rapidly
🔹 PRODUCT MIX TRENDS
* Growth businesses expanded aggressively
* Tata Sampann delivered strong growth
* Tata Copper Plus maintained momentum
* Premium salts portfolio diversified further
* Starbucks delivered positive SSSG again
* Digital portfolio contribution crossed 20%
🔹 FINANCIAL HIGHLIGHTS
* Q4 EBITDA grew 27% YoY
* EBITDA margin improved to 14.6%
* Net cash stood near ₹3,000 Cr
* Working capital improved significantly
* India working capital turned negative
* Dividend recommended at ₹10/share
🔹 KEY TAKEAWAYS
* Structural growth momentum remained strong
* Digital channels became major growth engine
* Premiumization strategy scaling successfully
* Innovation pipeline strengthened future visibility
* Balance sheet remained highly comfortable
* Management confidence stayed exceptionally high
- May 12, 2026 09:18
Quarterly results
Niva Bupa Q4 results live:
NIVA BUPA HEALTH INSURANCE Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT COMMENTARY
* Retail growth exceeded 40% in H2
* PAT crossed ₹366 Cr milestone
* ROE reached double-digit territory
* GST reforms supported strong momentum
* Transparency initiatives gaining industry traction
* Bharat strategy expanding aggressively
🔹 FUTURE OUTLOOK
* Combined ratio targeted near 99%
* Mid-to-high teens ROE targeted
* Expense ratio expected improving steadily
* Retail health CAGR seen 17–19%
* Operating leverage benefits expected ahead
* Distribution-led growth visibility remained strong
🔹 INDUSTRY TRENDS
* IndAS transition improved industry transparency
* Standard treatment protocols expanding rapidly
* GST reforms boosted retail health growth
* Robotic surgery guidelines improving affordability
* Retail health demand remained structurally strong
* Healthcare standardization gaining momentum
🔹 COMPETITIVE POSITIONING
* Retail growth outpaced industry significantly
* Retail market share crossed 10%
* Multi-channel distribution strengthened reach
* Agent additions remained highly robust
* Financial institution partnerships expanded steadily
* Market leadership improving consistently
🔹 RISKS & CONCERNS
* Commission regulation clarity still awaited
* Loss ratio increased slightly sequentially
* Seasonal infection claims remained monitorable
* Expense management stayed critical focus
* Regulatory changes required close tracking
* Claims seasonality impacted quarterly ratios
🔹 GROWTH DRIVERS
* Bharat strategy targeting smaller cities
* AI pilots expanding across operations
* Agent network scaled aggressively
* Broker partnerships increased substantially
* Hospital empanelment initiative expanding rapidly
* Digital analytics improving customer engagement
🔹 PRODUCT MIX TRENDS
* Retail business delivered strong annual growth
* Long-term policies contributed stable revenues
* Average ticket sizes increased meaningfully
* High-margin retail mix improving steadily
* Product portfolio covered multiple segments
* Renewal business benefited from GST changes
🔹 FINANCIAL HIGHLIGHTS
* FY26 PAT grew 80% YoY
* Expense ratio improved significantly
* Combined ratio improved 160bps
* Solvency ratio remained healthy at 2.49x
* AUM reached ₹9,670 Cr
* Operating leverage strengthened profitability
🔹 KEY TAKEAWAYS
* Retail health franchise strengthened considerably
* Profitability trajectory improved sharply
* Distribution expansion remained major strength
* Bharat strategy gaining strong traction
* Operating efficiency improved meaningfully
* Management confidence remained highly positive
- May 12, 2026 09:14
Quarterly results
Swiggy Q4 results live: Concall updates
SWIGGY LTD Q4FY26 CONCALL HIGHLIGHTS
#Q4FY26
🔹 MANAGEMENT COMMENTARY
* Focus shifted toward differentiated offerings
* Quick commerce margins improved sharply
* Painful growth cuts improved business quality
* Low-value customers intentionally churned
* Premium product upgrades driving stickiness
* Profitability remained top strategic priority
🔹 FUTURE OUTLOOK
* Quick commerce GOV targets ₹1 Trillion
* Food delivery growth guided 18–20%
* Quick commerce nearing CM breakeven
* Capex expected to moderate significantly
* Operating leverage expected improving ahead
* Warehousing expansion phase largely completed
🔹 INDUSTRY TRENDS
* Consumers increasingly preferred premium products
* LPG crisis slightly increased restaurant pricing
* Quick commerce spending remained elevated
* Competitive intensity stayed very aggressive
* Market structure expected gradually mature
* Operating leverage improving across industry
🔹 COMPETITIVE POSITIONING
* Premium positioning differentiated Swiggy strongly
* Focus remained on sustainable profitability
* Refused irrational discounting competition
* Staying power prioritized over market share
* Assortment strategy strengthened retention
* Contribution margins outperformed several peers
🔹 RISKS & CONCERNS
* Low-value customer churn still continuing
* Customer acquisition costs remained elevated
* Toying initiative remained experimental phase
* Competitive intensity impacted MTU growth
* Negative operating cash flow remained high
* Subsidy-focused users continued migrating away
🔹 GROWTH DRIVERS
* Noise brand improved customer stickiness
* Incentives shifted toward structural investments
* Store densification improving operating leverage
* Non-grocery mix expanded significantly
* Existing network utilization improved sharply
* Premium staples boosted repeat purchases
🔹 PRODUCT MIX TRENDS
* Low-value orders reduced significantly
* Non-grocery contribution crossed 30%
* Premium assortments driving higher margins
* Eat-right initiatives expanding gradually
* Nighttime formats targeting niche demand
* NOV-to-GOV ratio improved structurally
🔹 FINANCIAL HIGHLIGHTS
* Quick commerce CM reached -1.1%
* MTUs increased despite stable store count
* Quarterly capex stood at ₹195 Cr
* Margin trajectory improved sequentially
* Warehousing investments reduced logistics costs
* Contribution margins improved substantially yearly
🔹 KEY TAKEAWAYS
* Shift toward quality-focused growth visible
* Profitability discipline remained strong focus
* Differentiation strategy gaining traction steadily
* Customer retention improving structurally
* Competitive environment remained challenging
* Long-term GOV ambitions stayed aggressive
Published on May 12, 2026
English (US) ·