Q1 Results Updates: Lupin Profit Spikes, Beats Estimates; Britannia, Gujarat Gas Profit Miss Estimates

Transrail Lighting Q1 FY26 Highlights (Consolidated, YoY)

• Revenue up 82.49% at Rs 1,637 crore versus Rs 897 crore.

• Ebitda at Rs 126.6 crore versus Rs 56.6 crore.

• Ebitda margin up 142 basis points at 7.73% versus 6.3%.

• Net profit at Rs 106 crore versus Rs 51.7 crore.

Automotive Axles Q1 FY26 Highlights (Consolidated, YoY)

• Revenue down 0.61% at Rs 489 crore versus Rs 492 crore.

• Ebitda down 2.04%  at Rs 47.8 crore  versus Rs 48.8 crore.

• Ebitda margin down 14 basis points at 9.77% versus 9.91%.

• Net profit up 5% at Rs 357 crore versus Rs 340 crore.

Updater Services Q1 FY26 Highlights (Consolidated, YoY)

• Revenue up 7.4% to Rs 700.00 crore versus Rs 652.00 crore

• Net Profit up 13% to Rs 28.60 crore versus Rs 25.30 crore

• Ebitda down 4% to Rs 39.20 crore versus Rs 40.70 crore

• Margin at 5.6% versus 6.2%

Avalon Technologies Q1 FY26 Highlights (Consolidated, YoY)

• Revenue up 62.1% to Rs 323.30 crore versus Rs 199.40 crore

• Net Profit at Rs 14.20 crore versus loss of Rs 2.30 crore

• Ebitda at Rs 30.00 crore versus Rs 4.30 crore

• Margin at 9.3% versus 2.2%

Lupin Q1 FY26 Highlights (Consolidated, YoY)

• Revenue up 11.9% to Rs 6,268.30 crore versus Rs 5,600.30 crore (Estimate: Rs 6,337.00 crore).

• Net Profit up 52% to Rs 1,219.00 crore versus Rs 801.30 crore (Estimate: Rs 1,090.40 crore).

• Ebitda up 39% to Rs 1,727.10 crore versus Rs 1,240.90 crore (Estimate: Rs 1,642.70 crore).

• Margin at 27.6% versus 22.2% (Estimate: 25.92%).