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Hello and welcome to our live coverage on Q4 results.
At least 26 companies are set to report their results for the January-March quarter today, offering a detailed look at business performance in the final stretch of FY26. From banking to retail, capital goods to manufacturing, these earnings will reflect revenue growth, profit trends, margins and full-year outcomes.
Key companies reporting today include Avenue Supermarts, Kotak Mahindra Bank, and APL Apollo Tubes, among others. Investors will also track management commentary from earnings calls for cues on demand trends, cost pressures and outlook for FY27.
Stay with us as we bring you real-time updates, key numbers, and market reactions throughout the day.
Revenue increased 19% YoY to Rs 17,684 crore from Rs 14,872 crore.
Ebitda rose 26.7% YoY to Rs 1,211 crore from Rs 955 crore.
Ebitda margin improved to 6.84% from 6.42% YoY.
Net profit grew 19.2% YoY to Rs 657 crore from Rs 551 crore.
Revenue increased 45% YoY to Rs 520 crore from Rs 358 crore.
Ebitda rose 45.5% YoY to Rs 338 crore from Rs 232 crore, with margin at 65.1% versus 64.8%.
Net profit stood at Rs 16.6 crore compared with a loss of Rs 8.3 crore YoY.
Management said net interest margin may moderate gradually in FY27.
The bank is monitoring potential second- and third-order impacts from the West Asia conflict, including supply chain disruptions, though current business numbers remain unaffected.
It has stepped up monitoring across portfolios and is assessing any change in customer behaviour.
The microfinance segment saw an adverse cycle, but underwriting has been strengthened and the bank expects to grow the book in FY27.
Management said competition in the home loan market remains high but sees long-term growth.
The bank continues to evaluate inorganic growth opportunities but said IDBI Bank valuation was high and not a strategic fit.
Credit card business is expected to grow steadily, with higher share of transactors post Covid-19.
Expected credit loss impact is less than 2% of net worth.
The bank is increasing investment in systems to address cyber risks and AI-related threats.
Revenue increased 17.3% YoY to Rs 736 crore from Rs 628 crore.
Ebitda declined 2.8% YoY to Rs 169 crore from Rs 173 crore, with margin falling to 22.9% from 27.6%.
Net profit decreased 6.8% YoY to Rs 80.9 crore from Rs 86.9 crore.
The company declared a final dividend of Rs 5 per share.
Return on average assets (RoA) rose to 2.14% from 1.89%, up 25 bps QoQ.
Credit cost declined to 0.39% from 0.63%, down 24 bps QoQ.
Capital adequacy ratio stood at 22.4% compared with 22.6%, down 20 bps QoQ.
Provision coverage ratio improved to 79% from 76%, up 300 bps QoQ.
Cost of funds declined to 4.45% from 4.54%, down 9 bps QoQ.
Ebitda rose 23.5% YoY to Rs 511 crore from Rs 414 crore, with margin improving to 8.15% from 7.5%.
Net profit grew 21% YoY to Rs 354 crore from Rs 293 crore.
The company declared a final dividend of Rs 8.50 per share.
The company also noted a proposal to liquidate its subsidiary APL Apollo Mart.
Net interest margin (NIM) came in at 4.67% compared with 4.54% in the previous quarter.
The company declared a final dividend of Rs 12.75 per share.
Revenue increased 17.1% YoY to Rs 263 crore from Rs 224 crore.
Ebitda rose 6.7% YoY to Rs 117 crore from Rs 109 crore, while margin declined to 44.4% from 48.7%.
Net profit fell 20% YoY to Rs 80.2 crore from Rs 100 crore.
Net profit rose 13% YoY to Rs 4,027 crore from Rs 3,552 crore, higher than estimates of Rs 3,782 crore.
Operating profit stood at Rs 5,855 crore, up 7% YoY, broadly in line with expectations.
Provisions declined 43% YoY to Rs 516 crore from Rs 909 crore.
Gross NPA ratio improved to 1.2% from 1.3% QoQ, while net NPA ratio declined to 0.25% from 0.31%.
Total income increased 24.7% YoY to Rs 408 crore from Rs 327 crore.
Net profit rose 27.2% YoY to Rs 138 crore from Rs 108 crore.
Ebitda rose 1.7% YoY to Rs 133 crore from Rs 130 crore.
Ebitda margin declined to 32.8% from 36.7% YoY.
Net profit fell 72.2% YoY to Rs 50.2 crore from Rs 181 crore.
Revenue rose 9.8% YoY to Rs 220 crore from Rs 200 crore.
Ebitda grew 14.7% YoY to Rs 11.2 crore from Rs 9.7 crore.
Ebitda margin improved to 5.1% from 4.9% YoY.
Ebitda stood at Rs 208.2 crore versus Rs 98.5 crore, with margin at 17.1% compared with 10.4%.
Net profit fell 72% YoY to Rs 55.93 crore from Rs 199.8 crore.
Companies reporting Q4FY26 results may also announce final or interim dividends based on full-year profitability and cash position. Dividend declarations typically follow board approvals on payout ratio, retained earnings and capital requirements.
Investors track dividend yield, record date and payout timeline alongside earnings such as profit and margin. For banks and financial companies, dividend decisions also depend on regulatory capital norms, while capital-intensive sectors may balance payouts with capex plans. The announcements often coincide with earnings releases and management commentary on FY26 outlook.
Margin may come in at 4.41% compared with 4.54% QoQ.
Operating profit is seen at Rs 5,887 crore, up 7.6% YoY from Rs 5,472 crore.
Net profit may increase 6.5% YoY to Rs 3,782 crore from Rs 3,552 crore.
Gross NPA is expected at 1.25% versus 1.3% QoQ.
Net NPA may come in at 0.30% compared with 0.31% QoQ.
Credit cost is expected to remain stable with lower slippages in microfinance and credit card segments.
Stress in the retail commercial vehicle segment remains a key monitorable.
Loan growth is likely to be led by corporate and secured retail segments, while operating expenses may grow slightly ahead of loan growth.
At least 26 companies are set to report their Q4FY26 results for the January–March quarter on May 2. The updates will include revenue, net profit, margin and full-year performance for FY26.
Key companies scheduled to announce earnings include Avenue Supermarts Ltd, Kotak Mahindra Bank Ltd, APL Apollo Tubes Ltd and Netweb Technologies India Ltd.
Companies across banking, retail, capital goods and manufacturing sectors will also hold earnings calls to discuss performance and FY26 outlook. Some firms may announce dividends along with their results.
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