Page 4 - Corporate Earnings

Oil, AI, and geopolitics: The triple threat to FY27 earnings growth

Possible steep hike in oil & gas prices could lead to further rise in inflation, which, in turn, could push up bond yields, and hence, slowdown in banking credit growth.

Nifty 50 share in India Inc's Q4FY26 earnings lowest in 21 quarters

Index companies adjusted net profit grew in low single digit for 8th consecutive quarter

Nomura raises March 2027 Nifty target to 25,900 on earnings strength

High oil prices and geopolitical risks remain key concerns, says brokerage

Earnings downgrades to pick up; market rally to be short-lived: Bernstein

Against this backdrop, Bernstein has trimmed exposure to consumption-downgrading staples and autos to Underweight given inflation headwinds, limited policy support.

India Inc scorecard: Q4 earnings, revenue gain pace, grow in double digits

PSUs, cyclicals, non-bank lenders drove profit growth

Valuations factor in strong growth opportunities for Hitachi Energy

Strong order book, rising transmission investments and opportunities in renewables, data centres and HVDC projects underpin the company's long-term growth outlook

Happiest Minds Q4 result: Net profit jumps 80% to ₹61 crore; revenue up 11%

IT firm Happiest Minds Technologies on Friday reported a 79.9 per cent growth in consolidated net profit to Rs 61.17 crore in the January-March quarter of FY26, primarily on the back of improved employee utilisation and a resulting expansion in operating margins. The company had posted a net profit of Rs 34 crore in the corresponding quarter of FY25, according to regulatory filings. Revenue from operations grew 10.9 per cent to Rs 604.08 crore during the quarter under review, as compared to Rs 544.57 crore in the year-ago period. Seen sequentially, profit and revenue rose 51.7 per cent and 2.8 per cent, respectively. Employee utilisation improved to 81.4 per cent in the quarter under review, up from 77.4 per cent in the corresponding period last year. As of March 31, 2026, the company has 6,497 employees. The company's operating margin grew by 30.7 per cent year-on-year to Rs 106.21 crore in Q4 FY26, compared to Rs 81.25 crore in Q4 FY25. As a percentage of revenue, the operating

Q4 results: IRCTC, ONGC, Siemens, AstraZeneca, JK Tyre, 273 more on May 26

Q4FY26 company results: Firms including Bayer CropScience, AIA Engineering, Aequs, Astra Microwave Products, and Balaji Telefilms are also to release their January-March earnings today

NBCC Q4 result: Profit rises 37% to ₹241 cr despite marginal dip in revenue

State-owned NBCC Ltd on Monday reported a 37 per cent increase in its consolidated net profit to Rs 241.38 crore for the quarter ended March 31. Its net profit was Rs 175.91 crore in the year-ago period. The total income fell to Rs 4,618.59 crore during the fourth quarter of 2025-26 from Rs 4,700.86 crore in the corresponding period of the preceding year, according to a regulatory filing. During the full 2025-26 fiscal, the company's net profit rose to Rs 720.03 crore from Rs 541.13 crore in the preceding fiscal year. Its total income climbed to Rs 13,195.88 crore in the last fiscal from Rs 12,272.99 crore in 2024-25. NBCC Ltd is engaged in project management consultancy (PMC), real estate and EPC (engineering, procurement and construction) sectors. The Board of Directors recommended a final dividend of Rs 0.46 (46 per cent) per paid-up equity share of Rs 1 each (subject to deduction of TDS) for 2025-26.

Reliance Power Q4 results: Net loss at ₹494 crore as income declines

Reliance Power has reported a consolidated net loss of Rs 494 crore for the quarter ended March 31. The company had posted a consolidated net profit of Rs 125.57 crore in the corresponding quarter of the previous financial year, according to a regulatory filing. Total income declined to Rs 1,946.33 crore during the quarter under review from Rs 2,065.64 crore in the year-ago period. The company has reported a loss of Rs 336.89 crore for the fiscal year 2025-26, compared with a net profit of Rs 2,947.83 crore in 2024-25. Total income dipped to Rs 7,988.52 crore in FY26 from Rs 8,257.04 crore in the previous fiscal. The board approved a proposal for raising funds up to Rs 6,000 crore through the issuance of equity shares, equity-linked instruments and/or other eligible securities to qualified institutional buyers via a Qualified Institutions Placement and /or a follow-on-public offer or a combination of both. The board also approved a proposal for issuance of secured / unsecured, ..

India Inc's Q4FY26 profit margins scaled highest level in 5 years

The margin of net profit was also up 70 basis points on a quarter-on-quarter basis from 10.6 per cent in Q3FY26

NHPC Q4 result: Profit grows 68% to ₹1,549 cr; income rises to ₹3,120 cr

State-owned NHPC has posted over 68 per cent jump in consolidated net profit at Rs 1,549.42 crore for March quarter 2025-26, supported by higher revenues. It had logged a profit of Rs 919.63 crore in the year-ago period, the company said in an exchange filing on Friday. Total income during the period increased to Rs 3,120.52 crore from Rs 2,557.71 crore in fourth quarter of 2024-25. Annual net profit was at Rs 4,220.46 crore as against Rs 3,411.73 crore. Total income was at Rs 12,686.09 crore as compared to Rs 11,614.61 crore earlier. The company's board also approved final dividend of 21 paise per equity share for FY26. In a separate statement, NHPC said during FY 2025-26, it added capacity of 1850 MW by commissioning 3 projects, namely Subansiri Lower Project (750 MW out of 2000), Parbati-II Project (800 MW) and Karnisar Solar Project (300 MW). This is the highest capacity addition during any fiscal in its history. Further, power stations of the company achieved generation of 2

Q4 results: HAL, JSW Steel, Voltas, and United Spirits among 138 on May 14

Q4FY26 company results: Firms including Apollo Tyres, Muthoot Finance, Indian Railway Finance Corporation, and Tata Motors Passenger Vehicles are also to release their January-March earnings today

Fractal Analytics Q4 result: Profit doubles to ₹116 cr, revenue rises 17%

AI company Fractal Analytics on Tuesday said its consolidated profit after tax has doubled to Rs 116 crore in the fourth quarter ended March 31, 2026, driven by growth in the healthcare and life sciences segment. The company had posted profit after tax (PAT) of Rs 55.5 crore in the same period a year ago, Fractal Analytics said. "Growth was spearheaded by the Healthcare and Life Sciences (HLS) segment, which grew 82 per cent YoY in Q4 and 66 per cent for the full year. The Banking, Financial Services, and Insurance (BFSI) segment followed with 32 per cent full-year growth," Fractal Analytics, Group CEO, Srikanth Velamakanni said. The consolidated revenue from operations of Fractal Analytics grew by 17 per cent to Rs 886 crore during the reported quarter, from Rs 757.5 crore in the March 2025 quarter. "We were selected as a strategic execution partner by a top five US life sciences company to deliver two flagship AI companions across commercial pharma marketing and field excellence,

Risk-reward less attractive for Indian stocks vs Asian peers: Goldman Sachs

While the bulk of foreign selling is likely over after the outflows over the recent months, Goldman Sachs does not see foreign investors returning to Indian shores in a hurry, even if oil prices dip.

Q4 results: JSW Energy, PVR Inox, Canara Bank, UPL, and 64 more on May 11

Q4FY26 company results: Firms including Abbott India, JB Chemicals & Pharmaceuticals, Nuvama Wealth Management, and Shyam Metallics and Energy are also to release their January-March earnings today

AI disruption, West Asia war top concerns for India Inc in Q4: ICICI Sec

ICICI Securities said that AI-led disruption in IT services and inflationary pressures from the West Asia war have emerged as key risks for India Inc during Q4FY26 results season

Raymond Q4FY26 result: Net profit falls 53% to ₹11.93 crore; revenue rises

Raymond Ltd on Tuesday reported a 53 cent decline in consolidated net profit from continuing operations at Rs 11.93 crore in the fourth quarter ended March 31, 2026, impacted by an exceptional item outgo. The company had posted a consolidated net profit from continuing operations at Rs 25.42 crore in the corresponding quarter last fiscal, Raymond Ltd said in a regulatory filing. Consolidated revenue from continuing operations in the fourth quarter stood at Rs 602.91 crore as against Rs 557.46 crore in the same period of the previous fiscal year, it added. Total expenses in the quarter under review were higher at Rs 587.14 crore as compared to Rs 556.85 crore in the year-ago period. In the fourth quarter, Raymond Ltd, which is into aerospace, defense, precision technology and auto components, said it had an exceptional item outgo of Rs 20.03 crore. For the fiscal FY26, consolidated net profit from continuing operations was at Rs 53.54 crore as compared to Rs 52.02 crore in FY25, th

Godrej Properties Q4 result: PAT rises 70% to ₹650 cr, income at ₹3,800 cr

Realty firm Godrej Properties on Monday reported a 70 per cent increase in consolidated net profit to Rs 649.88 crore for the quarter ended March on higher income. Its net profit stood at Rs 381.99 crore in the year-ago period. Total income rose to Rs 3,806.65 crore during January-March quarter of 2025-26 fiscal from Rs 2,681.06 crore in the corresponding period of the preceding year, according to a regulatory filing. During the full 2025-26 fiscal, the company's net profit grew to Rs 1,850.20 crore from Rs 1,399.89 crore in the preceding year. Total income rose to Rs 8,410.88 crore in the last fiscal from Rs 6,967.05 crore in the 2024-25 fiscal. Godrej Properties is one of the leading real estate developers in the country.

Cutting Sensex, Nifty targets now is premature: Harendra Kumar, Elara Capital

Data has shown that on falling market days, retail investors were net buyers, and on rising days, they were net sellers. So, the idea that they are always disadvantaged is a misnomer, Kumar said.