Q4 FY26 earnings call: profit up 38% QoQ, INR1,500cr order book

Mgmt Guided Margin ImprovementMgmt Guided Margin PressurePromoter Disclosed Acquisition PlansOrder Pipeline DisclosedInvestor Communications View source PDF

PRECAM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-0.3%1-day move

₹151.00

prior close

₹154.22

base price

In-mkt

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AI summary

Q4 FY26 net profit up 38% QoQ to INR13.2 crores on INR162 crores standalone revenue (INR205 crores consolidated), 15% EBITDA margin. Full year hit by INR48.8 crores one-time MFT impairment. New business from Maruti, Hyundai, M&M, Tata, Renault-Nissan adds about INR1,500 crores lifetime revenue. INR100-120 crores capex over 3 years, Solapur plant to start April 2027. First e-HCV delivered in India. Raw material costs rising.

Likely market impact

Strong order pipeline and e-HCV debut are positives; raw material cost pressure and MFT impairment drag. Capex supports growth.