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Mahindra Holdiays Q4 net profit is down 42.1%, revenue is up 5.3%. Its EBITDA declined 3% while margin contracted to 24% from 26.2% in the year-ago period.

UltraTech Cement has recommended a special dividend of Rs 240 per share of face value Rs 10 each for the fiscal year 2026, which translates to a 2,400% payout. The same is subject to shareholder approval at its upcoming annual general meeting.

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Kirloskar Pneematic shares surged 12% after it announced a stock split as well as a dividend payout to shareholders.

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UltraTech Cement Q4 results were better than Street estimates across most parameters. The firm also announced a special dividend of Rs 240, its highest-ever dividend payout.

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SBI Card Q4 Net Profit up 14% At Rs 609.3 Cr Vs Rs 534.2 Cr (YoY)

Revenue up 6% At Rs 4,934.5 Cr Vs Rs 4,674 Cr (YoY)

UltraTech Cement board approves special dividend of Rs 240 per share.

Net Profit At Rs 3,000 Cr Vs CNBC-TV18 Poll Of Rs 2,749 Cr

Revenue At Rs 25,799.5 Cr Vs CNBC-TV18 Poll Of Rs 25,975 Cr

EBITDA At Rs 5,600.5 Cr Vs CNBC-TV18 Poll Of Rs 5,194 Cr

Margin At 21.7% Vs CNBC-TV18 Poll Of 20%

Net Profit up 21.2% At Rs 3,000 Cr Vs Rs 2,474.8 Cr (YoY)

Revenue up 11.9% At Rs 25,799.5 Cr Vs Rs 23,063.3 Cr (YoY)

EBITDA up 21.3% At Rs 5,600.5 Cr Vs Rs 4,618.4 Cr (YoY)

Margin At 21.7% Vs 20.03% (YoY)

Board Approves Special Dividend Of Rs 240/Sh

Cables & Wires Biz Continues To Advance On Schedule

Kirloskar Pneumatic Q4:

Net Profit up 79% At Rs 143.8 Cr Vs Rs 80 Cr (YoY)

Revenue up 20.3% At Rs 711.8 Cr Vs Rs 591.6 Cr (YoY)

EBITDA up 69.4% At Rs 186 Cr Vs Rs 109.8 Cr (YoY)

Margin At 26.1% Vs 18.5% (YoY)

Board Approves Stock Split In The Ratio Of 1:2

Tamilnad Mercantile Bank net profit increased 28% to Rs 374 crore from the previous year, its net interest income was up 24% at Rs 704.4 crore.

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Tamilnad Mercantile shares are up over 12% at the moment. The stock witnessed a sharp surge after reporting its fourth quarter results.

Supreme Industries’ fourth quarter earnings were better than expected on the margin and profitability front, while its topline witnessed a marginally-below Street estimates figure.

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Shares of Tamilnad Mercantile gained sharply post reporting its earnings. The stock is currently up 6%.

Tamilnad Mercantile Bank Q4:

Net Profit up 28% At Rs 374 Cr Vs Rs 292 Cr (YoY)

NII up 24% At Rs 704.4 Cr Vs Rs 568 Cr (YoY)

Net NPA At 0.18% Vs 0.20% (QoQ)

Gross NPA At 0.73% Vs 0.91% (QoQ)

India Cements Shares Gained 14% after the company reported strong fourth quarter result.

Its EBITDA came in at Rs 153 crore, while its EBITDA per tonne increased to a 17-quarter high of Rs 497 crore.

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Varun Beverages shares reported its March quarter earnings today with growth across key parameters from the previous year. The company follows the calendar year hence these was its first quarter results.

Its net profit was up 20% at Rs 872 crore, revenue increased 18.3% to Rs 6,721 crore.

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Supreme Ind Q4

Supreme Ind Q4

HSBC On IndusInd Bank

Buy Call, Target Price Raised To ₹1,100/Share

Q4FY26 Reflects Gradual Course Correction By Management

Slippages And Write-Offs Declined Sharply, Reducing Credit Costs

MFI Slippages Still Slightly High, But Likely To Improve

Disbursements Rising Across Vehicle, MFI, Housing & SME Segments

Low-Yield Corporate Loans Being Rationalised

Senior Management Hiring Largely Completed

Board Strengthened With New Executive And Independent Directors

Rakesh Nayyar, ED, Supreme Petrochem On CNBC-TV18:

Q4 Is Historically A Strong Quarter Due To High Demand

OEM Demand Is Good, But Non-OEM Demand Is Seeing A Dent

Styrene Monomer Prices Rose From $1,000/t Pre-war To $1,660/t, & Is Now Around $1,500/t

Focus Remains On Domestic Markets, With Limited Emphasis On Exports

Will Stick To 8-10% Volume Growth If Things Become Normal

Varun Beverages shares witnessed a sharp fall post its earnings. The stock is currently down 0.2%.

Varun Bev Says:

Consolidated Sales Volumes Grew By 16.3% In Q1CY26

India Volume Growth At 14.4%, International Territories Vol Up 21.4%

Realisation Per Case In India Declined By 1.5%

Varun Bev Q1

Net Profit up 20% At Rs 872.3 Cr Vs Rs 726.4 Cr (YoY)

Revenue up 18.3% At Rs 6,721 Cr Vs Rs 5,680 Cr (YoY)

EBITDA up 21% At Rs 1,528.7 Cr Vs Rs 1,264 Cr (YoY)

Margin At 22.8% Vs 21.6% (YoY)

Revenue Ex-excise up 18% At Rs 6,574 Cr Vs Rs 5,5567 Cr (YoY)

EBITDA Ex-excise up 21% At Rs 1,528.7 Cr Vs Rs 1,264 Cr (YoY)

Margin Ex-excise At 23.2% Vs 22.7% (YoY)

UltraTech Cement Q4 consolidated sales volume is expected to increase around 11% from the previous year, led by continued market share gains.

UCO Bank On CNBC-TV18:

NIMs Guidance Of 2.8-2.9% For FY27

Believe NIMs Will Be Able To Be Around 3% In FY27

Shriram Finance shares are down over 3% today even though the company reported strong earnings in the March quarter.

Its net profit increased 41% to Rs 3,014 crore while NII was up 21% at Rs 6,751 crore.

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Bajaj Housing Finance shares have increased in six of nine trading sessions. The company is set to report its fourth quarter earnings today.

Earlier this month, it had reported its business update for Q4, where it reported a 23% growth in its overall disbursements.

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Praveen Kutty, DCB Bank On CNBC-TV18:

Gross & Net NPA Ratios Are The Lowest In 7 Years

Loan Growth Target Maintained At 18-20%

Continue To Maintain A 13.5% Guidance For RoE

RoE Is At 12.77% Compared To Guidance Of Over 13.5%

FY28 RoE Guidance At 14.5%

Focusing On Current Account Growth Going Forward

Q4 Yield Maintained At Q3 Levels, Cost Of Funds Down 5 bps

NIM Up 12 bps YoY In Q4, Focusing On Improving This Further

V. Vaidyanathan, MD & CEO, IDFC FIRST Bank On CNBC-TV18:

Expect To Return To 20% Growth Next Year

April Has Started Well, With Most Key Risks Now Behind Us

We Have Built A Strong Deposit Franchise Across The Country

On Track To Return To Around 20% Growth This Year

Bond Yields Rose 30-40 bps Last Quarter Amid War, Leading To `150 Cr Treasury Loss

Credit Cost: 2.1% Last Year, Expected Around 1.8% Next Year

Fuel Prices And Geopolitical Factors Remain Key Risks

Loan Mix: Around 60% Consumer/Retail, 20% Corporate (High-quality), Around 20% Unsecured

Unsecured Book Kept Flat Amid Tariff-related Risks

Well-positioned Overall, With A Cautious Stance

Time To Deliver Operating Leverage

Opex Growth Of Around 13-14% Can Be Expected

Coal India EBITDA likely to improve sequentially over better operating leverage.

Umesh Revankar, Executive Vice Chairman, Shriram Finance On CNBC-TV18:

Gradual Price Increases Carry Lower Risk, While Sharp Hikes Can Have An Adverse Impact

We Have Slowed Disbursements In MSME, Maintain Cautious Stance Ahead

Strong Economic Progress And GDP Growth Have Supported Us

As Long As GDP Remains Above 6.5%, Impact Should Be Much Lower

Adverse Monsoon Impact Remains A Key Risk, Needs Close Monitoring Post Oct–Nov

NIMs Are Not Directly Controlled By Us

NIM Improvement Driven By Lower Excess Liquidity & Reduced Incremental Borrowing Costs

Credit Cost To Remain At Current Levels

If The Environment Remains Supportive, We Should Be Able To Sustain It

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