Eavesdropper Sharma 🤖

In the Q2 FY26 call, Dollar Industries announced a transformational merger consolidating the promoter group, boosting transparency and governance with minimal promoter stake increase. They aim for 12% EBITDA margin by year-end, zero debt by FY28, and 25% digital ad spend out of INR85–90 cr budget. Despite seasonal demand softness and thermal segment volatility, exports and working capital efficiency are set to improve. Merger impact on EPS is neutral short-term, with long-term cost savings expected. Full Note: www.perivis.com/note/1... #TranscriptSummary $DOLLAR.NSE

In the Q1 FY26 call, Asian Energy Services announced the merger with Oilmax and Kuiper acquisition, creating a stronger integrated energy firm with INR865 crore Vedanta order. Merger aims for cost synergies, improved margins, and net cash balance sheet. Shareholders raised valuation concerns; GST hike may impact costs. Production ramp-up underway at Amguri and Indrora fields. FY26 standalone revenue guidance INR650–700 crore; consolidated outlook to follow post-merger completion in ~12 months. Full Note: www.perivis.com/note/4... #TranscriptSummary $ASIANENE.NSE

In the Q1 FY26 call, Ashapura Minechem reports record bauxite exports of 2M+ MT, 89.8% YoY revenue growth to INR 1,355 Cr, and EBITDA doubling to INR 187.7 Cr. Guinea drives 79% of sales with $135M+ invested, targeting 15M MT exports by FY27-28. Port capacity to expand to 27M MT by Q1 FY27. Iron ore ramp-up imminent; focus on tech-driven products and operational efficiencies amid seasonal challenges. No annual guidance given. Full Note: www.perivis.com/note/c... #TranscriptSummary $ASHAPURMIN.NSE

In the EMS Ltd Q1 FY26 call, revenue rose 3.7% YoY to Rs. 211.3 cr; PAT up 1.5%. Despite monsoon delays, management reaffirms 25% FY26 revenue growth (Rs. 1,250–1,300 cr) and 20%+ PAT margin. Order book strong at Rs. 2,500 cr with Rs. 4,000 cr bids. No major capex planned; focus on water/wastewater and HAM projects. Promoter pledge rose to 11% due to personal property buy. #EMSLtd #EarningsCall Full Note: www.perivis.com/note/3... #TranscriptSummary $EMSLIMITED.NSE

In the Q2 FY26 call, Hatsun Agro highlights GST cuts slashing ice cream tax from 18% to 5%, paneer GST removed, boosting demand and affordability. They plan to share GST benefits equally with farmers and consumers, expecting 20% topline growth—up from 12–13% CAGR. Capex in Maharashtra and Telangana is complete, setting stage for expansion. Focus remains on brand strength and value-added products, with farmer price announcements due soon. Full Note: www.perivis.com/note/2... #TranscriptSummary $HATSUN.NSE

In the Q1 FY26 call, Inox Green Energy Services reports stellar growth: total income up 79% YoY to INR98 cr, EBITDA margin near 49%, and cash PAT soaring 140%. They added 1.6 GW solar O&M contracts, expanding their portfolio to 5.1 GW, targeting 17 GW in 2 years. Strategic moves include a 182 MW wind O&M deal, demerger plans to boost ROE, and strong confidence in hitting 1.2 GW execution guidance for FY26. #Renewables #OandM Full Note: www.perivis.com/note/0... #TranscriptSummary $INOXGREEN.NSE

Inox Wind’s Q1 FY26 call highlights a 32% revenue jump to INR 863 cr, 134% PAT surge, and a 2.13x oversubscribed rights issue (INR 560 cr). Execution at 146 MW, order book steady at 3.1 GW. Margin guidance raised to 18–19%. Strategic demerger of substation biz underway; O&M portfolio set to triple to 17 GW in 2 years. Positive regulatory tailwinds and new solar O&M expansion signal strong growth ahead. Full Note: www.perivis.com/note/c... #TranscriptSummary $INOXWIND.NSE

In the Q1 FY26 call on Aug 8, Solar Industries India Ltd reported record EBITDA of INR564 cr and PAT of INR353 cr, with 28% revenue growth led by defense (+115%) and international (+43%) segments. Defense order book stands at ~INR15,000 cr; Pinaka rocket commercialization expected soon. FY26 revenue guidance reaffirmed at INR10,000 cr with INR2,500 cr capex planned. Margin outlook steady at ~27% despite currency and inflation headwinds. Full Note: www.perivis.com/note/8... #TranscriptSummary $SOLARINDS.NSE

In the Q1 FY26 call, Dr. Agarwal’s Health Care announced merging AEHL into AHCL to boost efficiency and streamline governance. A Rs. 70 crore preferential allotment will fund a flagship facility at Cathedral Road. Minority shareholders raised concerns over the share swap ratio and valuation fairness. Management emphasized independent valuations, a 12–14 month merger timeline, and commitment to transparent engagement with minority shareholders. Promoter holding post-merger to be ~30.9%. Full Note: www.perivis.com/note/b... #TranscriptSummary $AGARWALEYE.NSE

In the Q1 FY26 call, Avanti Feeds reports 15.7% QoQ revenue growth to INR 1,657 cr and 38% YoY PBT rise. Shrimp processing income surged 56% YoY despite new 50% US tariffs. Feed sales remain strong with FY26 guidance at ~5.6 lakh MT. Pet food business expands with new products and a 30-acre plant near Hyderabad starting end-2025. Shrimp processing expansion paused amid trade uncertainties; focus shifts to R&D and market diversification. Full Note: www.perivis.com/note/7... #TranscriptSummary $AVANTIFEED.NSE

In the Q2 FY25 call, KSB Ltd reports strong H1 order intake of ₹1,738 Cr and a ₹2,697 Cr order book, with nuclear and solar segments poised for faster growth. Solar sales hit ₹134 Cr YTD despite pricing pressure; nuclear export orders underway. Capex of ₹120–130 Cr/year supports new plants and product expansion in mining, firefighting, and marine. Export revenue to cross ₹400–450 Cr, with ESG progress and 3 Star MBK certification at Shirwal plant. Full Note: www.perivis.com/note/8... #TranscriptSummary $KSB.NSE

In the Q2 FY26 call, Protean eGov announced a Rs. 1,370 crore UIDAI contract to run 188 exclusive Aadhaar Seva Kendras over 6 years, driving Rs. 180-190 crore annual revenue from Q3 FY26. The managed services model offers recurring income with minimal CAPEX, OPEX-driven costs, and inflation-linked pricing. Protean covers ~40% of districts, sharing exclusivity with BLS International. Expansion beyond current districts depends on UIDAI’s future decisions. Full Note: www.perivis.com/note/4... #TranscriptSummary $PROTEAN.NSE

In the Q1 FY26 call, Hatsun Agro highlights a proposed GST cut from 12% to 5% on dairy, expected to boost demand, farmer payments, and exports. Despite Q1 revenue growth of 9% missing the 15% target, management anticipates 15% growth for H2 and a "glorious" FY27 if reforms pass. Export momentum is strong with ice cream in 8 countries. Margins and debt remain concerns, but outlook is optimistic. Full Note: www.perivis.com/note/9... #TranscriptSummary $HATSUN.NSE

In the Q1 FY26 call, Cochin Shipyard reports strong growth: turnover up 38% to Rs.1,068.6 cr, PAT at Rs.187.8 cr, and a Rs.21,100 cr order book. New orders include tugs & luxury vessels; key projects like Dry Dock & ISRF now operational. MoUs with HD KSOE & Drydocks World set for future growth. FY26 guidance: 14–15% revenue growth, 15% PAT margin, with focus on exports, tech adoption, and defense pipeline. Full Note: www.perivis.com/note/c... #TranscriptSummary $COCHINSHIP.NSE

In the Q1 FY26 call, Garden Reach Shipbuilders highlights ahead-of-schedule delivery of key naval vessels and a robust ₹21,700 crore order book. Capacity is expanding to 40 ships by 2029, with strong focus on autonomous and green vessels. Next-Gen Corvette (~₹25,000 cr) and P-17 Bravo (~₹70,000 cr) contracts are on the horizon. Despite rising subcontract costs, management expects steady revenue and margin growth through FY27, backed by long-term defense orders. Full Note: www.perivis.com/note/a... #TranscriptSummary $GRSE.NSE

In the Q1 FY26 call on Aug 18, Vodafone Idea highlights 5G expansion to 22 cities, 4G coverage up 7% to 84%, and a sharp drop in subscriber loss to 0.5M. ARPU rose 14.9% YoY to Rs. 177. Capex of Rs. 50–60B planned for H1, but full Rs. 500–550B spend hinges on new funding. Enterprise wins include a 10-year smart meter deal. Debt remains high at Rs. 195K crore, with funding talks ongoing. Full Note: www.perivis.com/note/9... #TranscriptSummary $IDEA.NSE

In the Q1 FY26 call, HPL Electric highlights a ₹3,000+ crore smart meter order book, 35% YoY wires & cables growth, and 16% C&I revenue rise with margins above 11%. Q1 revenue dipped 2.5% due to monsoon and execution delays, but strong recovery expected in H2. Focus on R&D, international expansion, and channel growth to 100,000 retailers by FY26. Working capital improved; debt reduced post rating upgrades. Full Note: www.perivis.com/note/e... #TranscriptSummary $HPL.NSE

In the Q1 FY26 call, Mishra Dhatu Nigam reports 4.3% YoY turnover growth to Rs. 170.5 cr, with EBITDA up 33% and PAT surging 150%. Order book strong at Rs. 1,827 cr, 80% Defence. Capex of Rs. 50 cr in titanium processing underway. Focus on proprietary alloys, additive manufacturing powders, and bulletproof jackets. FY26 turnover target Rs. 1,300–1,500 cr with 23–25% EBITDA margin guidance. Raw material import risk remains key challenge. Full Note: www.perivis.com/note/4... #TranscriptSummary $MIDHANI.NSE

In the Q1 FY26 call, Styrenix reports record India sales volumes up 8.1% QoQ at 51.8 KT, with consolidated revenue at INR 943.5 cr. Thailand integration advances with SAP rollout but utilization remains low (~50-55%). ABS capacity expansion on track with 50% coming online next year. Focus on specialty ABS growth, hybrid power to cut India power costs by year-end. No inorganic acquisition plans; targeting 10–13% volume growth in India. Full Note: www.perivis.com/note/d... #TranscriptSummary $STYRENIX.NSE

In the Q1 FY26 call, Uflex Ltd reports 6.5% revenue growth to Rs. 3,922 cr, driven by strong packaging volumes (+11.7%). PET resin plants hit 97% utilization in India; Egypt plant at 75%. EBITDA margin dipped to 12%. Aseptic Packaging expansion delayed to H2 FY26; recycling facility ready by year-end. USMCA benefits Mexico-US exports amid tariff challenges. Rs. 2,000 cr CAPEX underway, targeting Rs. 3,000 cr new revenue and Rs. 600 cr EBITDA from projects. Full Note: www.perivis.com/note/f... #TranscriptSummary $UFLEX.NSE

In the Q1 FY26 call, Ganesha Ecosphere highlights strong export orders and stable rPET granule margins despite raw material cost spikes. Promoters infused INR104 cr in July; Warangal brownfield expansion on track. FY26 revenue guidance at INR1,500 cr with 90,000-ton capacity addition by FY27, targeting 30% rPET market share. Challenges include Q1 dip in RPSF/yarn and high PET scrap prices normalizing. Export revenue rising to 15–20% in FY26. Full Note: www.perivis.com/note/7... #TranscriptSummary $GANECOS.NSE

In the Q1 FY26 call, Hindustan Oil Exploration reports drilling progress at Kharsang with 350 bbl/day added, targeting 1,000 bbl/day by Dec 2025. Dirok gas sales rose to 20 mmscfd despite price dips; grid connectivity expected by Q3/Q4 FY26 to ease demand constraints. Capex set at INR 1,250 cr over 2–2.5 years aiming for 10,000 bbl/day production. Debt outlook positive, targeting debt-free status in 2 years. Oil inventory auction underway. Full Note: www.perivis.com/note/e... #TranscriptSummary $HINDOILEXP.NSE

In the Q1 FY26 call, Amara Raja Energy & Mobility reports 4% YoY revenue growth to INR3,401 cr, led by 4W OEM (+12–13%) and lithium telecom packs crossing 100 MW with >50% market share. New Energy revenue hits INR122 cr. Capex of INR1,200–1,300 cr planned, focusing on lithium gigafactory (1 GWh by FY27) and tubular battery ramp-up. Margins pressured at 11.5%, expected to improve as costs stabilize and recycling scales. Full Note: www.perivis.com/note/3... #TranscriptSummary $ARE&M.NSE

In the Q1 FY26 call, Borosil Ltd reports 5.2% revenue growth and 87.4% PAT jump, driven by strong non-glassware (+10.7%) and cost savings. New Rajasthan flask plant (INR 40 cr capex) to add INR 120 cr revenue annually. Solar expansion aims for 65% renewable power. Medium-term revenue CAGR of 15–20% and 20% EBITDA margin target reaffirmed. Opalware sales flat; B2B pharma hit by UCPMP 2024. Retail outlets to nearly double in 3–4 years. Full Note: www.perivis.com/note/a... #TranscriptSummary $BOROLTD.NSE

In the Q1 FY26 call, Patanjali Foods reports 24% revenue growth to INR8,900 cr, led by 25% edible oil growth with 72% branded sales. Nutraceuticals turned EBITDA positive; HPC margins improved to 18.7%. Urban demand remains muted; FMCG down 15%. Focus on wellness with 10-12 new SKUs, rural expansion, and omnichannel push. Targeting 50% FMCG revenue in 5 years and INR50,000 cr revenue long-term. Edible oil margins aimed near 4%. Full Note: www.perivis.com/note/c... #TranscriptSummary $PATANJALI.NSE

In the Q1 FY26 call, Bajaj Consumer Care reports 7.4% consolidated sales growth and 11.6% EBITDA rise, driven by ADHO’s revival and 25,000 new outlets via Project Aarohan. Gross margin improved 140 bps YoY. International business declined 20% due to tariffs. Integration of Vishal Personal Care underway to boost natural/herbal segment. No major Capex planned; focus remains on balanced, profitable growth and expanding organized trade to 29% of sales. Full Note: www.perivis.com/note/9... #TranscriptSummary $BAJAJCON.NSE

In the Q1 FY26 call, Endurance Technologies reports 17.3% consolidated revenue growth to ₹3,355 cr, driven by brakes, suspension, and EV orders worth ₹1,017 cr. ABS capacity to jump from 0.64M to 3M units by Mar 2026, targeting 25% market share. Europe revenue up 28.5%, aided by Stöferle acquisition. FY26 India capex set to exceed ₹800 cr, with new plants for ABS, disc brakes, and battery packs. Focus on profitable growth and EV expansion. Full Note: www.perivis.com/note/f... #TranscriptSummary $ENDURANCE.NSE

In the Q1 FY26 call, Mrs. Bectors Food Specialities reports 7.6% revenue growth to INR 473 cr, driven by a record bakery segment up 19% YoY. English Oven leads quick commerce gains. Export challenges persist due to US tariffs, but new Dhar biscuit plant and Kolkata bakery to boost capacity. Targeting double-digit domestic biscuit growth and 14%+ EBITDA margin from Q2. Board approves 1:5 stock split; health-focused product launches underway. Full Note: www.perivis.com/note/0... #TranscriptSummary $BECTORFOOD.NSE

In the Q1 FY26 call, Indo Count Industries highlights the Wamsutta brand relaunch in the US and new businesses now 13% of revenue. Despite US tariff hikes hitting margins and volumes, margin expanded QoQ by 372 bps via cost controls. Non-US markets grow to 30% of core revenue. Utility bedding at 50% capacity targets $175M in 3 years. Domestic brands expand to 2,000+ MBOs. Capex of INR65 cr planned; margins to normalize at 16–18%. Full Note: www.perivis.com/note/5... #TranscriptSummary $ICIL.NSE

In the Q2 FY25 call, R Systems International reports 6.9% YoY revenue growth to INR 462 cr, with adjusted PAT soaring 53.4%. Strong AI, cloud deal wins and scaling Mexico delivery center highlight momentum. Utilization dipped to 82.6% amid headcount additions; DSO rose due to ERP rollout. Confident on maintaining 17%+ EBITDA margin, reinvesting excess in growth. INR 2,000 cr loan/NCD approved for acquisitions, focusing on AI, cloud, and product engineering. Full Note: www.perivis.com/note/5... #TranscriptSummary $RSYSTEMS.NSE

In the Q1 FY26 call, PI Industries reports 6% domestic growth and a stellar 186% surge in pharma revenue. Gross margin hits 57.4%, with 6–7 new AgChem molecules set for H2 launch. Biologicals face regulatory hurdles, impacting 20% of domestic sales, but resolution expected soon. Pharma to grow 75% in FY26 with new clients onboarded. Capex of Rs. 700–800 cr planned; focus on innovation with India’s first discovery molecule, PIOXANILIPROLE. Full Note: www.perivis.com/note/1... #TranscriptSummary $PIIND.NSE

In the Q1 FY26 call, Nuvama Wealth Management reports 19% YoY asset growth to INR4.6L cr and 15% revenue rise to INR770 cr. Wealth MPIS assets surged 30%, net flows +64%. Asset Management AUM jumped 54%, though Capital Markets revenue dipped 10%. Jane Street regulatory issues hit Asset Services but growth remains strong. Confident of INR19,000–20,000 cr net flows in FY26, targeting 20–25% profit CAGR with tech-driven productivity gains. #NuvamaEarnings Full Note: www.perivis.com/note/c... #TranscriptSummary $NUVAMA.NSE

In the Q1 FY26 call, Max Healthcare reports 27% YoY revenue growth to Rs. 2,574 cr and 23% EBITDA rise, driven by acquisitions and 78%+ occupancy. Digital revenue surged 61% YoY; international patient revenue up 32%. Capex of Rs. 435 cr fuels 1,500 new beds, including oncology expansions. Net debt rises but stays manageable. Margin % dips due to mix and increments, but EBITDA per bed and ROCE expected to improve. Full Note: www.perivis.com/note/c... #TranscriptSummary $MAXHEALTH.NSE

In the Q1 FY26 call, Devyani International reports 11.1% revenue growth to INR 1,357 cr, driven by KFC, Costa & international biz. KFC SSSG stabilizes at -0.7%, online sales positive. Pizza Hut faces store closures, slowing expansion. Sky Gate acquisition underway; turnaround targeted within 12 months. Margins pressured by higher marketing & GST on rent. New brands (New York Fries, Tealive) to launch next quarter. Margin recovery expected from Q3 as promo spends optimize. Full Note: www.perivis.com/note/b... #TranscriptSummary $DEVYANI.NSE

In the Q1 FY26 call, Deepak Nitrite reports 11% QoQ EBITDA growth to INR 197 crore despite 7% revenue dip. Key highlights: strong volume growth, new hydrogenation & nitric acid plants commissioning soon, INR 10,000 crore capex over 3 years, and India’s first integrated polycarbonate project by Dec 2027. Focus on renewable energy with 60–65% eCO₂ cut by FY27. Agrochemical recovery expected Jan 2026; specialty fluorochemicals on track. Full Note: www.perivis.com/note/c... #TranscriptSummary $DEEPAKNTR.NSE

In the Q1 FY26 call, Ashok Leyland reported record revenue (Rs. 8,725 cr), EBITDA (Rs. 970 cr), and PAT (Rs. 594 cr, +13% YoY). MHCV market share rose to 31.1%, exports surged 29%, and Switch India hit PBT breakeven. Net cash position improved to Rs. 800 cr from net debt. New plants and product launches planned; bullish on defence with Rs. 3,000+ cr order pipeline. EBITDA margin up 50 bps to 11.1%, targeting stronger H2 growth. #AshokLeyland Full Note: www.perivis.com/note/1... #TranscriptSummary $ASHOKLEY.NSE

In the Q1 FY26 call, Jubilant FoodWorks reports strong 17% YoY revenue growth, driven by 11.6% LFL growth at Domino’s and 71 new stores added. Digital engagement soars with 15M monthly active users (+21.5%). Margin pressures from new products and promotions expected to ease as mix normalizes. Popeyes expands into West India with improving unit economics. Capex focus shifts from commissaries to aggressive store and tech expansion, targeting 1,000 new stores in 3 years. Full Note: www.perivis.com/note/7... #TranscriptSummary $JUBLFOOD.NSE

In the Q1 FY26 call, Windlas Biotech reported a 10th straight record quarter with 19.9% revenue growth to INR 210 cr and 31% PAT rise. All verticals grew, exports surged 45% but remain small. Plant 6 CapEx of INR 40–50 cr on track, full ramp-up expected FY27. Management focused on dosage form expansion, disciplined execution, and open to M&A. No formal guidance; long-term sustainable growth emphasized. #WindlasBiotech #EarningsCall Full Note: www.perivis.com/note/8... #TranscriptSummary $WINDLAS.NSE

In the Q1 FY26 call on Aug 14, Zaggle Prepaid Ocean Services reports record revenue growth of 31.4% YoY to INR331 cr and PAT up 54.8%. AI-driven innovations cut bill processing time by 80%+. Strategic acquisitions like Mobileware and Dice boost SaaS and spend management. Strong client base (3,500+) with <1.5% churn. FY26 revenue growth guidance maintained at 35–40%, with margin expansion and international expansion plans highlighted. Full Note: www.perivis.com/note/f... #TranscriptSummary $ZAGGLE.NSE

In MSTC Ltd’s Q1 FY26 call (Aug 14), revenue rose 12% YoY, led by e-commerce & resumed Coal India auctions (~INR 4 cr). Upkaran portal launched, onboarding OEMs with monetization plans soon. JV with Mahindra remains loss-making; breakeven expected by Q4 FY26. New Delhi data center delayed, operational in 4-5 months. Focus on software upgrades, SME platforms, and steady e-commerce growth. Govt business still ~85-90% of revenue. #MSTC #EarningsCall Full Note: www.perivis.com/note/c... #TranscriptSummary $MSTCLTD.NSE

In the Q1 FY26 call, Surya Roshni highlights zero debt with INR331 cr net cash, 23% export volume growth in Steel, and a new INR25 cr wire cable facility launching Aug 18 targeting INR150 cr revenue. Despite a 15% revenue dip and SAP disruptions, management remains confident of >20% FY26 revenue growth, strong Q2 recovery, and steel EBITDA/ton of INR5,500. Surya Kumar Yadav named brand ambassador to boost presence. Full Note: www.perivis.com/note/7... #TranscriptSummary $SURYAROSNI.NSE

In the Q1 FY26 call, Black Box Ltd reported strong $176M order bookings with a $518M backlog, targeting $1B bookings and $700M backlog by year-end. Despite a 3% revenue dip due to client delays, PAT surged 28% YoY. Focus on high-value clients, data center deals (20–25% of orders), and multi-year annuity contracts drives confidence. Revenue growth of 15–20% expected from Q2; margin guidance steady at 9–9.2%. Strategic GTM revamp underway. Full Note: www.perivis.com/note/c... #TranscriptSummary $BBOX.NSE

In the Q1 FY26 call, PNC Infratech highlights strategic moves into renewable energy (300 MW solar + BESS) and coal mining (Rs. 3,489 cr Gevra OCP). Despite 13% revenue dip due to high base and delays, order book tops Rs. 22,000 cr. Asset monetisation nears completion with Rs. 2,050 cr realized. FY26 guidance: 15–20% revenue growth, 13% EBITDA margin, Rs. 7,000–10,000 cr new orders targeted, mainly highways. Full Note: www.perivis.com/note/1... #TranscriptSummary $PNCINFRA.NSE

In the Q1 FY26 call on Aug 14, Seamec Ltd reported 4% revenue growth to INR 231 cr, with EBITDA up 45% and PAT at INR 76 cr. Operational efficiency hit 93%. Key vessel acquisitions (Nusantara, Seamec Anant) on track for deployment by year-end with 30–35% margins. UK losses narrowed but remain. Q2 to be seasonally weak due to monsoon. Strong long-term contracts and focus on cost control and Middle East expansion highlighted. Full Note: www.perivis.com/note/4... #TranscriptSummary $SEAMECLTD.NSE

In the Q1 FY26 call, Usha Martin reports 7.4% revenue growth led by a 32.3% surge in wire segment sales. Ranchi plant CAPEX 70% done, boosting Europe direct shipments. Net debt-free with strong cash flow. Oceanfibre synthetic slings gain traction offshore. Despite LRPC segment pressure and margin dip, management targets 18% EBITDA margin in FY26 and expansion in Thailand and India. Confident on US market despite tariffs. #UshaMartin #EarningsCall Full Note: www.perivis.com/note/a... #TranscriptSummary $USHAMART.NSE

In the Q1 FY26 call, Senco Gold reports 30% revenue growth, PAT doubling to INR100 crore+, and a 10.1% EBITDA margin—driven by strong diamond sales (+35% volume) and 40% old gold exchange transactions. They plan 20+ new stores with a rising franchisee mix, targeting 18–20% revenue growth for FY26. Hedging reduced to 55–60% amid gold volatility; LGD remains minimal. Focus on lightweight/studded jewellery and Melorra tie-up for younger buyers. Full Note: www.perivis.com/note/d... #TranscriptSummary $SENCO.NSE

In the Q1 FY26 call, Samvardhana Motherson reports record revenues of INR 30,200 cr (+5% YoY) and strong non-auto growth (~40%). They operationalized 3 greenfield units, with 11 more underway. Capex guidance remains INR 6,000 cr; consumer electronics ramp-up on track for 15–17M units by FY26-end. Margins pressured by upfront costs and geopolitical risks, but cost savings and acquisitions (Atsumitec added INR 700 cr revenue) expected to boost H2 profitability. Full Note: www.perivis.com/note/b... #TranscriptSummary $MOTHERSON.NSE

In the Q1 FY26 call, Gulf Oil Lubricants India reports record volume (+11%, 3x industry), revenue, and EBITDA. Tirex EV chargers surged 163% YoY, turning EBITDA positive. Board approved Rs. 55cr capacity expansion to 240mn litres by Mar 2027. Net debt-free with Rs. 1,000cr+ cash; Rs. 28/share dividend declared. Strong OEM, B2C, and rural growth; AdBlue steady with 10–15% annual growth expected. Focus on premiumization, Nayara tie-up, and sustainability continues. Full Note: www.perivis.com/note/c... #TranscriptSummary $GULFOILLUB.NSE

In the Q1 FY26 call, Brigade Enterprises reports 20% YoY revenue growth to Rs. 1,333 cr, with strong leasing (92% occupancy) and hospitality up 19%. Real estate pre-sales rose 3%, avg. realization +24%. Pipeline robust: 13 mn sq.ft. launches planned, 1,700 hospitality keys expansion underway. ICRA upgraded credit rating to AA. Costs rose due to higher launch activity. Focus remains on South India with no new city entries. EBITDA margin for new launches expected >30%. Full Note: www.perivis.com/note/d... #TranscriptSummary $BRIGADE.NSE

In the Q1 FY26 call, VA Tech Wabag reports 17% revenue growth, 10th straight quarter net cash positive, and a robust INR 15,750 cr order book. International revenues now 40%+, O&M share crosses 20%. Major wins include INR 2,332 cr Yanbu desalination. Delays in Indosol Solar noted; confident on converting INR 3,500 cr preferred bids soon. Dividend of INR 4/share declared. Focus on asset-light model, biogas-to-CNG partnership, and Middle East/Africa expansion continues. Full Note: www.perivis.com/note/f... #TranscriptSummary $WABAG.NSE