Earnings Call Transcript Summaries

AI-generated key takeaways from quarterly earnings calls of Indian listed companies. Management commentary on revenue, margins, guidance, and outlook — summarised within hours of filing.

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LG Electronics India Limited Q4FY26

28 May 2026

• Channel inventory manageable; strong demand recovery in Q1 FY27; price hikes taken with no immediate plans for more
• FY26 revenue 246.05bn +1.0% y-y; EBITDA 24.08bn (margin 9.8%); PAT 16.85bn (margin 6.8%)
• FY27 revenue growth targeted at mid-teen digits; early double-digit EBITDA margin guidance

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Sansera Engineering Limited Q4FY26

28 May 2026

• FY27 capex guidance ~5.1bn; additional 2.5bn capex planned for ADS expansion and new JV
• Working capital pressure due to ADS growth; expect optimization as business normalizes
• FY26 revenue 34.98bn +16% y-y; EBITDA 6.32bn +23% y-y; EBITDA margin 18.1% (+100 bps y-y); PAT 3.27bn +51% y-y

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Wakefit Innovations Limited Q4FY26

28 May 2026

• FY26 revenue INR14,889 mn +17% y-y; Q4 revenue INR344 Cr +13.5% y-y; FY26 EBITDA margin 12.2%, Q4 margin 10.6%
• FY27 revenue growth targeted at 20%, driven by mattress strength and expanded furniture/furnishing reach
• Retail expansion: 139 COCO stores end FY26; 80+ new stores targeted in FY27; 2 jumbo stores planned for FY28

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Samvardhana Motherson International Limited Q4FY26

27 May 2026

• Consumer electronics revenue grew ~7.5x y-y; EBITDA positive; third facility commissioning Q3 FY27
• FY27 capex guidance INR 6,000 Cr ±10%, 50% growth capex focused on emerging businesses
• Q4 FY26 revenue grew 17% y-y; EBITDA up 42% with 200 bps margin expansion; PAT +66%

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Eicher Motors Ltd Q4FY26

26 May 2026

• Commodity cost headwind ~3-3.5% in Q1 FY27; 1.75% price hike taken in April
• FY27 capacity to rise to 1.6 million units by July; 2 million by Q2 FY28 with Cheyyar expansion
• Strong demand outlook with April FY27 growth 31%; premium motorcycle segment growing robustly

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FSN E-Commerce Ventures Ltd Q4FY26

26 May 2026

• FY26 net revenue INR 10,000 Cr (+26% y-y), EBITDA margin 7.5%, PAT margin 2%, PAT grew 183% y-y
• Beauty vertical FY26 GMV INR 15,000 Cr (+27%), EBITDA margin 9.6%; Q4 EBITDA margin 10.3%
• Fashion FY26 GMV INR 5,000 Cr (+30%), NSV INR 1,447 Cr (+30%), Q4 EBITDA positive at 0.3%

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Ola Electric Mobility Limited Q4FY26

25 May 2026

• Gigafactory capacity at 2.5 GWh operational, scaling to 6 GWh by Q2 FY27; plans to expand to 20 GWh next year
• Auto business near free cash flow generation; minimal CapEx expected going forward
• Multiple analyst queries on breakeven volume and cell cost advantage; management confirms 10-15% cost benefit from own cells at scale

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Eureka Forbes Limited Q4FY26

25 May 2026

• FY27 outlook: growth acceleration expected despite uncertain macro environment and cost pressures
• Price hike of 6-7% implemented in April to offset input cost inflation; margin hold targeted for FY27
• Adjusted EBITDA margin reached 13.2% in Q4, highest ever; FY26 margin expanded 55 bps to 12.2%

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Amber Enterprises India Limited Q4FY26

22 May 2026

• Temporary margin pressure of 50-100 bps expected due to commodity inflation, wage hikes, currency depreciation
• Consumer Durable division grew 14% in FY26; RAC industry flat due to weather; FY27 industry volume growth expected 12-13%
• Capex FY27 expected INR1,800-2,000 Cr; net debt to rise to INR700-800 Cr by year-end

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UNO Minda Limited Q4FY26

22 May 2026

• Management expects FY27 EBITDA margin around 11% ±50 bps despite startup costs and commodity inflation
• Capex guidance for FY27 at INR 1,750 Cr; 7 of 11 projects to start or ramp up; new EV powertrain and sunroof segments to begin commercial operations
• Strategic investments in EV powertrain plants with expected revenue multiples >2x capex; new infotainment JV with INR 600 Cr SOP by FY29

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UNO Minda Limited Q4FY26

22 May 2026

• Margin guidance for FY27 around 11% ±50 bps despite startup costs and commodity/labor inflation
• Capex of INR 1,750 Cr planned for FY27; 7 of 11 projects to start/ramp-up including EV powertrain and sunroof
• FY26 consolidated revenue grew 17% y-y to INR 19,589 Cr; EBITDA up 16% at INR 2,182 Cr with 11.1% margin; PAT rose 24% to INR 1,166 Cr (normalized)

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Wheels India Ltd Q4FY26

21 May 2026

• Management addressed questions on demand trends and margin outlook
• Insights into upcoming product launches and market expansion plans
• Discussion covered Wheels India's latest financial performance and strategic outlook

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Tata Motors Passenger Vehicles Ltd Q4FY26

20 May 2026

• India business: H2 strong rebound, 6.42 lakh units FY26, 15% y-y growth, 14%+ market share
• JLR Q4 EBIT 9.2%, cash positive GBP 829 million; FY PBT GBP 458 million, breakeven volume target 300,000 units
• FY27 outlook: Tata Motors PV expects industry-beating growth, ramp-up production, new launches, supply chain resilience

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BHARTI AIRTEL LTD. Q4FY26

20 May 2026

• Digital businesses growing 27% in FY26; B2B order book up 17%; focus on cloud, IoT, cybersecurity
• Capex FY26 India ex-passive Rs.31,000 Cr; FY27 capex expected similar; focus on transport, edge data centers
• Management cautious on tariff hikes; pricing architecture seen as broken, aiming for multi-tier plans

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Voltas Limited Q4FY26

20 May 2026

• Projects order book INR 6,200 Cr with INR 4,500 Cr domestic; margin protected by price variation clauses
• Margin recovery expected gradually towards FY25 levels; cost reduction and localization ongoing
• Strong demand outlook for FY27 with 15-20% industry growth expected; focus on premiumization and operational efficiency

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Crompton Greaves Consumer Electricals Limited Q4FY26

19 May 2026

• Price increases of 7-8% taken in fans to offset cost inflation; margin recovery expected as inflation stabilizes
• FY26 ECD growth driven by SDA, fans, pumps; market share gains in water heaters and air coolers
• EBIT margin improved to ~10% in Q4 from 6.8% in H1FY26 driven by operating leverage, premiumization, pricing

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TVS Motor Company Ltd Q4FY26

19 May 2026

• FY27 capacity to increase by 1.5 million units to 8.3 million; capex guidance INR3,500 Cr including INR1,000 Cr+ for capacity
• Multiple analyst queries on growth outlook, commodity inflation, capacity expansion, and international market dynamics addressed by management
• FY26 sales volume grew 24% to 5.9 million units; revenue up 30% to INR47,270 Cr; operating PBT up 40% to INR4,975 Cr

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Kaynes Technology India Limited Q4FY26

19 May 2026

• FY26 consolidated revenue INR36.26bn +33.2% y-y; EBITDA INR5.74bn +39.8% y-y; EBITDA margin 15.8%; PAT INR3.64bn, 10% margin
• Q4 FY26 revenue INR12.43bn +26% y-y; EBITDA INR1.94bn; PAT INR912m; debt-to-equity ~0.2; EPS INR54.9 FY26
• EMS business cash flow positive INR2.5bn FY26; metering business receivables high at INR13.65bn due to installation delays

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Sheela Foam Limited Q4FY26

19 May 2026

• Mattress volumes grew 13% in Q4 and 12% in FY26; U2O segment volume grew 65%, value 111% in FY26
• Capex guidance for FY27 at INR125-150 Cr including maintenance and debottlenecking
• Debt in India (~INR300 Cr) expected to be repaid in 1-1.5 years; consolidated interest cost ~INR50 Cr

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Tata Motors Ltd Q4FY26

19 May 2026

• FY27 capex guidance 2-4% of revenue; R&D Rs. 1,700 Cr in FY26
• Fleet utilization healthy; freight demand robust despite geopolitical and commodity challenges
• FY26 revenue Rs. 77,000 Cr +11% y-y; EBITDA Rs. 10,200 Cr (margin 13.2%, +550 bps over 3 years); PBT before exceptional Rs. 8,700 Cr; Auto ROCE 72%

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Syrma SGS Technology Limited Q4FY26

18 May 2026

• Capex INR350-400 Cr in FY27 including INR250 Cr for PCB multilayer line; PCB project commissioning expected FY28
• FY26 revenue 485.7bn INR +27% y-y; EBITDA 54.5bn INR +68% y-y; PAT 34.6bn INR +87% y-y
• FY27 revenue growth guidance 30-35%; EBITDA margin guidance 10.5-11%

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Apollo Tyres Limited Q4FY26

18 May 2026

• FY27 CapEx INR 35bn, ~80% for growth and capacity expansion; price hikes of 6-8% announced in India with more expected
• Raw material costs expected to rise mid to high teens sequentially; margin pressure near term, mitigated by price increases
• Capacity utilization at 90% in India and Europe; demand outlook strong but geopolitical volatility remains

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Vidya Wires Limited Q4FY26

18 May 2026

• FY27 volume growth expected strong with new product mix in EV, renewables, transformers; EBITDA per ton to improve
• ALCU Industries plant started Feb 7, 2026; phased ramp-up with 800 MT volume in Q4; full 36,000 MT capacity expected by Oct 2026
• Optimum capacity utilization of new plant expected at 50-60% in FY27 and ~80% in FY28

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Dixon Technologies (India) Limited Q4FY26

15 May 2026

• PLI income INR360 Cr booked FY26; receivables INR1,380 Cr; margin pressure from PLI phase-out partly offset by backward integration
• Margin profile expected slightly under pressure in FY27, with margin expansion in FY28-29 from component integration
• Working capital cycle negative 8 days; ROCE 44.8%, ROE 28.1%; capex ~INR1,000 Cr in FY27

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Hyundai Motor India Ltd Q4FY26

15 May 2026

• Covers audited standalone and consolidated financial results for FY26
• Transcript of Q4FY26 earnings call held on May 8, 2026, is available
• Management discussed quarterly and annual performance

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Titan Company Limited Q4FY26

14 May 2026

• Market share gain of 50-60 bps in FY26; formalization and brand trust key growth drivers
• Gold sourcing stable for Q1; no short-term cost increase expected on gold loans
• Q4 FY26 showed strong top-line growth across all businesses and brands

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Cartrade Tech Limited Q4FY26

14 May 2026

• FY26 revenue grew 22%, EBITDA up 70%, margin at 33%, PAT up 68% to INR243 Cr
• Consumer group revenue +30%, EBITDA +96%, PAT +55%; remarketing revenue +22%, EBITDA +57%, PAT +66%
• FY27 outlook optimistic on growth across segments; margins expected to expand; INR1,000 Cr PAT target in 4-5 years

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Swiggy Limited Q4FY26

14 May 2026

• Capex mainly on warehousing for Tier 2 expansion; expected to moderate
• Food Delivery medium-term growth guidance 18%-20% with steady state 5% EBITDA margin
• Quick commerce medium-term NOV target INR1 trillion in 3.5-5 years with 35%-50% CAGR

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Balkrishna Industries Limited Q4FY26

14 May 2026

• Q4FY26 OHT sales volume 85,820 MT +5% y-y; FY26 volume 317,356 MT
• Carbon black capacity 265,000 MTPA; full utilization; expansion to 360,000 MTPA by Q1 FY27
• FY27 volume growth expected but no guidance due to geopolitical uncertainties

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Avalon Technologies Limited Q4FY26

13 May 2026

• Transcript of Q4FY26 and FY26 earnings call held on May 7, 2026
• Management commentary on business outlook and operational highlights
• Q&A session with analysts covering growth, margins, and risks

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