INFOBEANS TECHNOLOGIES Q4 FY26 RESULTS 💻📊
FY26 PERFORMANCE
• Revenue: ₹539 Cr (↑ 32% YoY)
• EBITDA: ₹138 Cr (↑ 64% YoY)
• PAT: ₹87 Cr (↑ 128% YoY)
Q4 PERFORMANCE
• Revenue: ₹147 Cr (↑ 37% YoY | ↑ 6.6% QoQ)
• EBITDA: ₹34 Cr (↑ 44% YoY | ↑ 0.4% QoQ)
• EBITDA Margin: 23%
• PAT: ₹21 Cr (↑ 104% YoY | ↑ 11% QoQ)
DIVIDEND
• Total: ₹1.00/share
• ₹0.50 regular + ₹0.50 special
BUSINESS HIGHLIGHTS
• 24 new clients added in FY26 (5 in Q4)
• 43% revenue from AI-led development
• Strong operational efficiency gains
MANAGEMENT VIEW
• FY26 transformational year
• Record revenue + profitability
• Best-ever Q4 performance
FUTURE FOCUS
• Scale enterprise clients
• Invest in AI-led solutions
• Build specialized teams
CORE INSIGHT
• AI-led growth driving margins
• Strong client additions
• Improving profitability profile
Impact: Positive
FY26 PERFORMANCE
• Revenue: ₹539 Cr (↑ 32% YoY)
• EBITDA: ₹138 Cr (↑ 64% YoY)
• PAT: ₹87 Cr (↑ 128% YoY)
Q4 PERFORMANCE
• Revenue: ₹147 Cr (↑ 37% YoY | ↑ 6.6% QoQ)
• EBITDA: ₹34 Cr (↑ 44% YoY | ↑ 0.4% QoQ)
• EBITDA Margin: 23%
• PAT: ₹21 Cr (↑ 104% YoY | ↑ 11% QoQ)
DIVIDEND
• Total: ₹1.00/share
• ₹0.50 regular + ₹0.50 special
BUSINESS HIGHLIGHTS
• 24 new clients added in FY26 (5 in Q4)
• 43% revenue from AI-led development
• Strong operational efficiency gains
MANAGEMENT VIEW
• FY26 transformational year
• Record revenue + profitability
• Best-ever Q4 performance
FUTURE FOCUS
• Scale enterprise clients
• Invest in AI-led solutions
• Build specialized teams
CORE INSIGHT
• AI-led growth driving margins
• Strong client additions
• Improving profitability profile
Impact: Positive
ETERNAL (ZOMATO) Q4 FY26 RESULTS:-
Net Profit: ₹174 Cr (↑ 346.2% YoY | — QoQ)
Revenue: ₹17,680 Cr (— YoY | — QoQ)
EBITDA: ₹486 Cr (↑ 575.0% YoY | — QoQ)
EBITDA Margin: 2.8% ↑ vs 1.2% (YoY) | — QoQ
• B2C NOV ₹26,880 Cr (↑ 54.1% YoY)
BLINKIT PERFORMANCE
• Adjusted EBITDA ₹37 Cr vs ₹4 Cr QoQ
• Margin 0.3% of NOV
• NOV ₹14,386 Cr (↑ 95.4% YoY | ↑ 8.2% QoQ)
• Growth driven by lower minimum order value, affordability push
FOOD DELIVERY
• Revenue ₹9,757 Cr (↑ 18.8% YoY)
• EBITDA margin 5.5% of NOV (~₹532 Cr profit)
• Monthly transacting users 25.4 Mn
DISTRICT (GOING-OUT)
• EBITDA loss ₹81 Cr vs ₹121 Cr QoQ
• NOV ₹2,736 Cr (↑ 46.5% YoY)
OTHER UPDATES
• Asset transfer of District tech to Wasteland Entertainment (subsidiary) for ₹24.19 Cr
• Aimed at improving efficiency, unlocking opportunities
Key Takeaway
• Blinkit emerging as growth + margin driver
• Food delivery steady cash generator
• Losses narrowing in newer segments
Impact: Positive – strong profit beat, improving business mix
Net Profit: ₹174 Cr (↑ 346.2% YoY | — QoQ)
Revenue: ₹17,680 Cr (— YoY | — QoQ)
EBITDA: ₹486 Cr (↑ 575.0% YoY | — QoQ)
EBITDA Margin: 2.8% ↑ vs 1.2% (YoY) | — QoQ
• B2C NOV ₹26,880 Cr (↑ 54.1% YoY)
BLINKIT PERFORMANCE
• Adjusted EBITDA ₹37 Cr vs ₹4 Cr QoQ
• Margin 0.3% of NOV
• NOV ₹14,386 Cr (↑ 95.4% YoY | ↑ 8.2% QoQ)
• Growth driven by lower minimum order value, affordability push
FOOD DELIVERY
• Revenue ₹9,757 Cr (↑ 18.8% YoY)
• EBITDA margin 5.5% of NOV (~₹532 Cr profit)
• Monthly transacting users 25.4 Mn
DISTRICT (GOING-OUT)
• EBITDA loss ₹81 Cr vs ₹121 Cr QoQ
• NOV ₹2,736 Cr (↑ 46.5% YoY)
OTHER UPDATES
• Asset transfer of District tech to Wasteland Entertainment (subsidiary) for ₹24.19 Cr
• Aimed at improving efficiency, unlocking opportunities
Key Takeaway
• Blinkit emerging as growth + margin driver
• Food delivery steady cash generator
• Losses narrowing in newer segments
Impact: Positive – strong profit beat, improving business mix
EmcurePharma Large Trade | 18 Lk Shares (0.94% Eq) Worth Rs 289.5 Cr Change Hands At Rs 1,608/sh In Block Deal Window
MARUTI SUZUKI – CAPACITY-LED GROWTH STORY
• Maruti Suzuki India Limited running at ~100% utilisation; growth constrained by capacity, not demand
• Current output ~2.4 Mn units annually with ~130,000 pending bookings
• Record capex ~₹14,000 Cr in FY26
• Focus on new plants + localisation initiatives
CAPACITY EXPANSION
• ~250,000 units addition via Kharkhoda, Hansalpur
• Total planned expansion 500,000+ units in phases
• Localisation to reduce imports, support margins
DEMAND & OPERATIONS
• Strong order backlog across small cars, SUVs
• Low inventory levels → sustained demand visibility
PROFITABILITY PRESSURE
• Commodity inflation adds ~2% to material costs
• MTM losses impacted earnings (non-structural)
• Margins under pressure despite strong demand
MANAGEMENT COMMENTARY
• Market share less critical vs capacity utilisation + profitability
• Running at full capacity ensures steady earnings
Key Takeaway
• Growth bottleneck = capacity, not demand
• Expansion unlocks pre-visible volume upside
Impact: Positive – strong demand visibility, capacity unlock ahead
• Maruti Suzuki India Limited running at ~100% utilisation; growth constrained by capacity, not demand
• Current output ~2.4 Mn units annually with ~130,000 pending bookings
• Record capex ~₹14,000 Cr in FY26
• Focus on new plants + localisation initiatives
CAPACITY EXPANSION
• ~250,000 units addition via Kharkhoda, Hansalpur
• Total planned expansion 500,000+ units in phases
• Localisation to reduce imports, support margins
DEMAND & OPERATIONS
• Strong order backlog across small cars, SUVs
• Low inventory levels → sustained demand visibility
PROFITABILITY PRESSURE
• Commodity inflation adds ~2% to material costs
• MTM losses impacted earnings (non-structural)
• Margins under pressure despite strong demand
MANAGEMENT COMMENTARY
• Market share less critical vs capacity utilisation + profitability
• Running at full capacity ensures steady earnings
Key Takeaway
• Growth bottleneck = capacity, not demand
• Expansion unlocks pre-visible volume upside
Impact: Positive – strong demand visibility, capacity unlock ahead
PUNJAB & SIND BANK – QIP FUNDRAISING PLAN 🏦📊
FUNDRAISE DETAILS
• Planned QIP: up to ₹3,000 Cr
• Route: Institutional placement / similar methods
• Board approval received
OBJECTIVE
• Meet SEBI 25% Minimum Public Shareholding (MPS) norms
• Govt stake currently ~93.85% → dilution expected
PROCESS STATUS
• Merchant banker discussions underway
• Roadshows yet to begin
FINANCIAL PERFORMANCE
• Q4 Net Profit: ₹422 Cr (↑ 35% YoY)
• Improvement driven by lower NPAs
STRATEGIC IMPACT
• Strengthens capital base
• Improves regulatory compliance
• Enhances float & liquidity
CORE INSIGHT
• Regulatory-driven dilution
• Improved fundamentals support fundraise
• Better market participation post dilution
Impact: Neutral to Positive
FUNDRAISE DETAILS
• Planned QIP: up to ₹3,000 Cr
• Route: Institutional placement / similar methods
• Board approval received
OBJECTIVE
• Meet SEBI 25% Minimum Public Shareholding (MPS) norms
• Govt stake currently ~93.85% → dilution expected
PROCESS STATUS
• Merchant banker discussions underway
• Roadshows yet to begin
FINANCIAL PERFORMANCE
• Q4 Net Profit: ₹422 Cr (↑ 35% YoY)
• Improvement driven by lower NPAs
STRATEGIC IMPACT
• Strengthens capital base
• Improves regulatory compliance
• Enhances float & liquidity
CORE INSIGHT
• Regulatory-driven dilution
• Improved fundamentals support fundraise
• Better market participation post dilution
Impact: Neutral to Positive
Earnings In Focus
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Adani Power, Bajaj Finance, Cemindia Projects, Federal Bank, Fino Payments Bank, Force Motors, Geojit Financial Services, Granules India, HEG, IIFL Finance, Indegene, Indian Bank, Indian Overseas Bank, Jana Small Finance Bank, KFin Technologies, MAS Financial Services, MOIL, Motilal Oswal Financial Services, Mphasis, Navin Fluorine International, RPG Life Sciences, Schaeffler India, Sterlite Technologies, Syngene International, Vedanta, Waaree Energies.
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