Concall Summary 🇮🇳 @ConcallSummary

🏠 Aptus Value Housing Finance Ltd. – Q1 FY26 Concall Summary 💳 Ratings, Funding, Cost of Funds • CARE upgrade to AA (from AA–); ICRA upgrade in progress → expected to lower CoF and broaden funding pools (insurance/MFs). • Q1 fundraising: ₹250 Cr via NCDs (MFs). •…

📌 Tega Industries Ltd.– Q1FY26 Concall Summary 📊 Performance & Mix • Revenue ₹3,716 Mn (+6% YoY). • EBITDA ₹725 Mn; margin 20%. • Gross margin stable at 59% despite higher equipment share. • Segment split: – Consumables 82% (₹2,940 Mn, -3% YoY). – Equipment 18% (₹643…

📌 WPIL Ltd.– Q1FY26 Concall Summary 📊 Performance & Mix • Consolidated revenue ₹379 Cr (+4% YoY). • EBITDA ₹49 Cr (-18% YoY; margin 13%). • PAT ₹26 Cr. • Standalone revenue ₹181 Cr (-24% YoY); EBITDA ₹28 Cr (15.6%); PAT ₹19 Cr. • Overseas margins dipped (~11% vs…

📌 Ion Exchange (India) Ltd. – Q1FY26 Concall Summary 📊 Performance & Transition • Revenue ₹583.2 Cr (+3% YoY). • EBITDA ₹62.7 Cr (-2% YoY; margin 10.75%). • PAT ₹48.4 Cr (+8% YoY; margin 8.3%). • Other income ₹19 Cr (FD interest + FX gain). • SAP migration hurt April…

📌 Deep Industries Ltd. – Q1FY26 Concall Summary 🌍 Sector / Backdrop • Upstream India cycle strong; PSU push on modular gas processing (Lease-Operate-Maintain). • Deep positioned as critical E&P enabler – compression, PEC, offshore support all in demand. 📊 Q1 Performance &…

🎯Steel Strips Wheels ltd. - Q1FY26 Concall Summary 🎯 📊 Performance & Margins • Revenue +15% YoY; Gross profit +15% YoY. • EBITDA ₹125 Cr (+6.1% YoY); PAT ₹50 Cr (+8% YoY). • Margins softer → higher RM, spares, R&M; expected to normalize. • Depreciation higher from…

🎯📌 Mallcom (India) - Q1FY26 Concall Summary 🎯 🏭 Capex & Capacity Ramp • Sanand (Gujarat, Pro-tech) → ₹95 Cr Phase-1; commercial Jul 1; FY26 turnover ₹10–15 Cr (low utilization). Full potential ~₹100 Cr by FY27; extra ₹10 Cr for gloves & helmets lines. • Chandipur…

🎯Godawari Power & Ispat Ltd. (GPIL) - Q1FY26 Concall Summary 🎯 📊 Performance & Mix • EBITDA margin 24%, PAT margin 15% → stable despite flat topline • Q1 volumes ~20–25% of FY26 guidance • Ferro alloys ⚡ up 15% YoY / 13% QoQ; pellets & VAPs flat • Realizations flat;…

🎯Orient Bell Ltd - Q1FY26 Concall Summary 🎯 🏗️ Operating Context & Demand 📉 Industry weak: Construction slowdown, high gas, geopolitics, tariff wars. 🌍 Exports: Some pickup (May–Jun) on lower freight; still below FY25. US weak (tariffs/fuel). 🏭 Morbi stress: ~39 units shut…

🎯Ather Energy Ltd. - Q1FY26 Concall Summary 🎯 Positioning and strategy • 🏍️ Premium EV scooter brand targeting upgrades; ~50% workforce in R&D • 📑 417 patents filed cumulatively; 60–70 in Q1 • 🔬 Belief: strong R&D/IP core to long-term EV leadership Operational and…

🎯Symphony Limited - Q1FY26 Concall Summary 🎯 📉 Performance & Context • Revenue ₹229 Cr (vs ₹373 Cr YoY) | PAT ₹37 Cr (vs ₹69 Cr) • One-off: ₹5 Cr recovery from Pathways (exceptional gain) • Weak, rain-hit summer + heavy pre-season stocking ➝ sharp decline • 🏪…

🎯Zinka Logistics Solutions Ltd. - Q1FY26 Concall Summary 🎯 📊 Scale, Growth & Profitability • 💰 Total income ₹160 Cr (+62–63% YoY) • 📦 Revenue from ops ₹144 Cr (+56% YoY) | Net revenues ₹132 Cr (+43% YoY, +8% QoQ) • 📈 EBITDA ₹40 Cr (~4x YoY); Adj. EBITDA ₹47 Cr (~4x…

🎯Veranda Learning Solutions Ltd. - Q1FY26 Concall Summary 🎯 🎯 Strategy & Structure • 🔓 Veranda 2.0 ➝ Unbundling into 4 verticals with independent strategy & synergies • 💰 QIP ₹357 Cr done ➝ balance sheet strengthened • 🔄 Demerger: Commerce (JK Shah Commerce Education…

🎯🎨 Akzo Nobel India Ltd. - Q1FY26 Concall Summary 🎯 📊 Performance & Mix • 📉 Revenue ~-4% YoY; Volumes flat • 🏠 Deco declined slightly more than avg; Coatings flat/low single-digit • 📆 June weak (dealer destock amid review) ➝ July rebound • 💸 Gross margin diluted…

🎯Nitin Spinners Ltd. - Q1FY26 Concall Summary 🎯 📊 Performance & Mix • Revenue ₹793 Cr (🔻1% YoY) | Exports 62% 🌍, Domestic 38% 🏠 • EBITDA ₹111 Cr (🔻6% YoY), margin 14.0% (🔻77 bps YoY) • PAT ₹41 Cr (🔻3% YoY) | EPS ₹7.29 | Cash EPS ₹13.85 💰 • Utilization:…

🎯Ramkrishna Forgings Ltd. - Q1FY26 Concall Summary 🎯 🌍 Operating Environment • 🇺🇸 US tariffs: 25% on PV/LV, 10% on CVs (effective Aug 1); Q1 outflow ₹6 Cr → ~50% pass-through secured, rest under talks • NA exposure: Only ~20% shipments directly to US; ~80% routed via 🇲🇽…

🎯Digitide Solutions Ltd. - Q1FY26 Concall Summary 🎯 🏗️ Structure & Strategy • Demerger from Quess completed ✅ (Jun 11, 2025); now an independent listed entity • 3x3x3 plan 🎯 – triple revenue by FY31; focus on 3 verticals x 3 geographies x 3 service lines • Portfolio…

🎯Escorts Kubota Ltd. - Q1FY26 Concall Summary 🎯 📊 Financials • Standalone Rev ₹2,483 Cr | EBITDA ₹325 Cr (13.1%, +69bps YoY) • PBT (pre-exc.) ₹418 Cr (+19% YoY) | PAT (cont.) ₹373 Cr (+40% YoY) • Exceptional gain ₹76 Cr | PAT (incl. discontinued ops) ₹1,400 Cr • EPS…

🎯Baazar Style Retail Ltd. - Q1FY26 Concall Summary 🎯 📊 Scale, Growth & Profitability • Revenue ₹378 Cr ⬆️37% YoY | ⬆️9% QoQ • Gross Profit ₹136 Cr ⬆️49% YoY | GM 36% • EBITDA (Pre-Ind AS) ₹25 Cr ⬆️14% YoY | ⬆️114% QoQ • PAT (Pre-Ind AS) ₹9 Cr ⬆️531% YoY (low base) •…