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Jayaswal Neco Industries
#Jayaswal
#JayaswalNeco
Highest ever revenue, EBITDA, PBT and PAT in comps history
EBITDA at 381cr⏫11% YoY
EBITDA/ton at Rs 7464 vs Rs 6730
Sharp reduction in finance costs at 69cr vs 134cr
Rev at 1974cr vs 1675cr, Q3 at 1727cr
PBT at 236cr vs 136cr, Q3 at 109cr.
More than 2x QoQ
PAT at 191cr vs 101cr⏫88%, Q3 at 74cr
Almost 2rs EPS in Q4FY26
OCF at 1367cr,steady vs 1388cr
L&T Finance
#LTFin
#LTF
#LTFinance
Good Q4FY26
Highest ever quarterly retail disbursements at 24107cr vs 14899cr
Highest ever PBT and PAT in comps history
Rev at 4771cr vs 4027cr, Q3 at 4581cr
PBT at 1074cr vs 805cr, Q3 at 1028cr
PAT at 809cr vs 635cr, Q3 at 738cr
GNPA and NNPA down QoQ and YoY
GNPA at 2.88% vs 3.29%
NNPA at 0.96% vs 0.97%
Retalization at 98%
RoA at 2.4%, RoE at 11.71% vs 10.13%
Bhansali Engineering Polymers
#BEPL
Good margin expansion QoQ and YoY
Topline flattish, big margin expansion
New capacity yet to commence
Rev flat at 342cr vs 345cr, Q3 at 301cr
⏫13% QoQ
PBT at 72cr vs 53cr⏫36%, Q3 at 58cr
PAT at 52cr vs 39cr, Q3 at 42cr
OCF at 168cr vs 109cr
DCB Bank
#DCBBank
Decent Q4FY26
Rev at 2119cr vs 1961cr, Q3 at 2082cr
PPOP at 342cr vs 305cr, Q3 at 323cr
PBT at 273cr vs 238cr, Q3 at 249cr
PAT at 206cr vs 177cr, Q3 at 185cr
RoA at 0.97%
GNPA and NNPA down QoQ and YoY
NNPA falls below 1% this qtr and stood at 0.89% vs 1.12%
Mahindra Financial Services
#MMFin
Rev at 5538cr vs 4885cr, Q3 at 5450cr
PBT at 1243cr vs 593cr, Q3 at 1219cr
GNPA and NNPA sharply down QoQ and YoY
Better asset quality
Mangalore Refineries and Petrochemicals
#MRPL
Big degrowth in QoQ PBT and PAT
Chennai Petroleum has a big growth QoQ
Rev at 28493cr vs 27602cr, Q3 at 29720cr
PBT at 1233cr vs 591cr, Q3 at 2214cr
PAT lower YoY and QoQ due to big tax paid
OCF at 2531cr vs 1878cr
Pearl Green Clubs and Resorts
#PearlGreenClubs
Turnaround
Rev at 5cr vs 2.7cr, Q3 at 0.6cr
PBT at 1cr vs loss in last 2 qtrs
OCF at 2.2cr vs 0.6cr
Decent:
#IndusIndBank
Above estimates with NII⏫43%
Loss to profit, getting better,long way to go
GNPA higher YoY
GNPA and NNPA down QoQ
Jayaswal Neco Industries
#Jayaswal
#JayaswalNeco
Highest ever revenue, EBITDA, PBT and PAT in comps history
EBITDA at 381cr⏫11% YoY
EBITDA/ton at Rs 7464 vs Rs 6730
Sharp reduction in finance costs at 69cr vs 134cr
Rev at 1974cr vs 1675cr, Q3 at 1727cr
PBT at 236cr vs 136cr, Q3 at 109cr.
More than 2x QoQ
PAT at 191cr vs 101cr⏫88%, Q3 at 74cr
Almost 2rs EPS in Q4FY26
OCF at 1367cr,steady vs 1388cr
L&T Finance
#LTFin
#LTF
#LTFinance
Good Q4FY26
Highest ever quarterly retail disbursements at 24107cr vs 14899cr
Highest ever PBT and PAT in comps history
Rev at 4771cr vs 4027cr, Q3 at 4581cr
PBT at 1074cr vs 805cr, Q3 at 1028cr
PAT at 809cr vs 635cr, Q3 at 738cr
GNPA and NNPA down QoQ and YoY
GNPA at 2.88% vs 3.29%
NNPA at 0.96% vs 0.97%
Retalization at 98%
RoA at 2.4%, RoE at 11.71% vs 10.13%
Bhansali Engineering Polymers
#BEPL
Good margin expansion QoQ and YoY
Topline flattish, big margin expansion
New capacity yet to commence
Rev flat at 342cr vs 345cr, Q3 at 301cr
⏫13% QoQ
PBT at 72cr vs 53cr⏫36%, Q3 at 58cr
PAT at 52cr vs 39cr, Q3 at 42cr
OCF at 168cr vs 109cr
DCB Bank
#DCBBank
Decent Q4FY26
Rev at 2119cr vs 1961cr, Q3 at 2082cr
PPOP at 342cr vs 305cr, Q3 at 323cr
PBT at 273cr vs 238cr, Q3 at 249cr
PAT at 206cr vs 177cr, Q3 at 185cr
RoA at 0.97%
GNPA and NNPA down QoQ and YoY
NNPA falls below 1% this qtr and stood at 0.89% vs 1.12%
Mahindra Financial Services
#MMFin
Rev at 5538cr vs 4885cr, Q3 at 5450cr
PBT at 1243cr vs 593cr, Q3 at 1219cr
GNPA and NNPA sharply down QoQ and YoY
Better asset quality
Mangalore Refineries and Petrochemicals
#MRPL
Big degrowth in QoQ PBT and PAT
Chennai Petroleum has a big growth QoQ
Rev at 28493cr vs 27602cr, Q3 at 29720cr
PBT at 1233cr vs 591cr, Q3 at 2214cr
PAT lower YoY and QoQ due to big tax paid
OCF at 2531cr vs 1878cr
Pearl Green Clubs and Resorts
#PearlGreenClubs
Turnaround
Rev at 5cr vs 2.7cr, Q3 at 0.6cr
PBT at 1cr vs loss in last 2 qtrs
OCF at 2.2cr vs 0.6cr
