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concall.in

@concall_in

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Katılım Ağustos 2024
195 Takip Edilen4.2K Takipçiler
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concall.in
concall.in@concall_in·
Official transcripts take days to come out after earnings calls. With our latest update, you don’t have to wait for transcripts anymore. We deliver concall analysis the same day - well before official transcripts are released. What you get: • AI-generated transcripts (PDF included) • Summaries & key insights • Full concall recording - listen on the platform • Track companies via your watchlist • Filter by sector or market cap Everything you need for concall analysis, in one place. Try out now, link in thread 👇
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concall.in
concall.in@concall_in·
Mrs. Bectors Food Specialities Q4 FY26 Results - Revenue ₹4,858.60 millions (+8.9% YoY) - Net Profit ₹354.05 millions (+3.3% YoY) #BECTORFOOD #Q4FY26
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concall.in
concall.in@concall_in·
Link to Astra Microwave Products Q4 FY26 concall recording, transcript & summarised insights: concall.in/company/132493… Disc: No buy / sell recommendations.
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concall.in
concall.in@concall_in·
Astra Microwave Products Q4 FY26 concall insights - Margin Expansion & Defense Scale-Up 🚀 FY26 Ended With Record Numbers • Revenue reached ₹1,157 Cr with Q4 billing up 16% YoY to ₹490 Cr • Operating cash flow jumped sharply to ₹370 Cr from negative last year • Q4 EBITDA margin expanded strongly to 33.3% on exports and space mix 📈 Order Book Continues To Build • Standalone order book remained healthy at ₹2,141 Cr • ₹530 Cr fresh Q4 wins secured with ₹300 Cr negotiations concluded • Radar business contributed nearly 60% of total revenue 🎯 Management Sees Strong FY27 Momentum • FY27 revenue guidance set at ₹1,300-1,400 Cr with 15-20% growth target • Company expects over ₹1,600 Cr order inflow during FY27 • Management aims to nearly triple revenue over next 5 years 🛡️ Large Defense Programs Nearing Execution • Uttam AESA radar negotiations entered final stages • QRSAM and Su-30 upgrade opportunities expected to drive future growth • Transition underway from subsystem supplier to IP-led systems player 🌌 Strategic Restructuring Taking Shape • Board approved demerger of Space Meteorology and Hydrology businesses • Multiple Astra-branded products planned before Diwali launch window 🤝 JV Growth Could Surprise Positively • Astra Rafael Comsys targets ₹600+ Cr FY27 sales • JV order book guidance stands at ₹1,200 Cr for FY27 • JV profit contribution expected above ₹20 Cr next year #ASTRAMICRO #Q4FY26 #Concall
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concall.in@concall_in·
Sky Gold and Diamonds Q4 FY26 Results - Revenue ₹1,911 Cr (+80.64% YoY) - Net Profit ₹90 Cr (+137.64% YoY) #SKYGOLD #Q4FY26
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concall.in
concall.in@concall_in·
Senco Gold Q4 FY26 Results - Revenue ₹1,996 Cr (+44.9% YoY) - Net Profit ₹156 Cr (+151.3% YoY) #SENCO #Q4FY26
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concall.in@concall_in·
Timex Group India Q4 FY26 Results - Revenue ₹235 Cr (+73.7% YoY) - Net Profit ₹27 Cr (+195.9% YoY) #TIMEX #Q4FY26
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concall.in@concall_in·
#ONGC Q4 FY26 Results • Q4 consolidated PAT surges 53% YoY to ₹13,678 crore • FY26 dividend stands at ₹13.25/share, payout at record ₹16,669 crore • To invest ₹33,075 crore in Western Offshore projects
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concall.in@concall_in·
@LearningEleven Management guided in today’s call that the consumer vertical is expected to achieve EBITDA breakeven by Q4 FY27, with PAT breakeven targeted by H1 FY28.
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Sekhar
Sekhar@LearningEleven·
Aequs – Aerospace business continues to do well and, as some folks say, the consumer vertical could eventually become even bigger than aerospace. But the path to get there seems to be getting more complicated with every quarter. Consumer vertical revenues grew well, but losses expanded even faster. I am sure some convincing story will be sold in the concall. In the last concall, management could not clearly articulate by when the consumer vertical would turn profitable. Let’s see if they can provide better visibility in the upcoming call.
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concall.in
concall.in@concall_in·
Landmark Cars Q4 FY26 Results - Revenue ₹12,785.16 Million (+17.2% YoY) - Net Profit ₹150.34 Million (+757.6% YoY) #LANDMARK #Q4FY26
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concall.in@concall_in·
Carraro India Q4 FY26 Results - Revenue ₹6,067.24 Millions (+36.56% YoY) - Net Profit ₹416.91 Millions (+75.79% YoY) #CARRARO #Q4FY26
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concall.in@concall_in·
Brainbees Solutions (FirstCry) Q4 FY26 Results - Revenue ₹21,626.68 Mn (+12.0% YoY) - Net Loss ₹482.07 Mn (reduced 56.8% YoY) #FIRSTCRY #Q4FY26
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concall.in@concall_in·
Black Box Q4 FY6 Results - Revenue ₹1,690.94 Crores (+9.48% YoY) - Net Profit ₹64.76 Crores (+7.09% YoY) #BBOX #Q4FY26
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