1 / 14Reliance Industries | West Asia war impacts O2C business in-line with expectations with higher material costs impacting margins. Revenue stood at ₹2.94 lakh crore from ₹2.65 lakh crore last quarter. EBITDA at ₹44,141 crore from ₹46,018 crore, margins at 15% from 17.4%. Retail business saw strong revenue growth of 11% from last year. Jio subscriber addition of 36.2 million from last year is the highest in seven quarter. O2C business margins at 7.9% from 10.2% last quarter. Mukesh Ambani says advancing steadily towards listing of Jio Platforms.
2 / 14Axis Bank | Net Interest Income of ₹14,457 crore compared to CNBC-TV18 poll of ₹14,721 crore. Net profit at ₹7,071.3 crore versus CNBC-TV18 poll of ₹6,989 crore. Board approves fund raise of up to ₹20,000 crore via issuance of equity shares and another ₹35,000 crore through debt instruments. Net Slippages due to Technical Impact is down to negligible levels.
3 / 14RBL Bank | Net Interest Income up 6.9% from last year to ₹1,671 crore. Net profit more than triples from last year to ₹230 crore. Gross NPA at 1.45% from 1.88% last quarter. Net NPA at 0.39% from 0.55% from last quarter. Provisions up 6.1% from last year to ₹678 crore. Deposit growth may be slower in FY27 as bank will avoid chasing high-cost deposits. NIMs may remain flattish in Q1FY27. Credit card stress may remain elevated in H1FY27 but will improve from H2. MFI Stress has peaked.
4 / 14Paytm | The Reserve Bank of India has cancelled the banking license of Paytm Payments Bank with immediate effect. The licence has been cancelled under Section 22(4) of the Banking Regulation Act, 1949, effective from the close of business on April 24, and the bank has been prohibited from undertaking any form of banking activity as defined under the law. There is no net financial impact. Board and shareholders have also passed a resolution of winding-up the operations. All other operations continue without disruptions.
5 / 14IDFC First Bank | Net Interest Income (NII) grew by 15.7% from last year to ₹5,677 crore. Net profit increased by 5% year-on-year to ₹319 crore from ₹304 crore year-on-year. Gross NPA at 1.61% from 1.69% last quarter. Net NPA improved to 0.48% from 0.53% last quarter. Net Interest Margins at 5.93% from 5.95% last year.
6 / 14Tanla Platforms reported double-digit growth in Q4 revenue and profit, with margins remaining stable, as enterprise communications and digital platforms businesses continued to support overall performance.
7 / 14IndusInd Bank | Net profit of ₹533 crore from net loss of ₹2,236 crore last year. Profit higher than CNBC-TV18 poll of ₹420.4 crore. Net Interest Income (NII) up 43.4% from last year to ₹4,372 crore from ₹3,048 crore and in-line with CNBC-TV18 poll of ₹4,359.4 crore. Gross NPA at 3.43% from 3.56% last quarter. Net NPA at 1% from 1.04% last quarter.
8 / 14M&M Financial Services | Net Interest Income up 24.1% from last year to ₹2,391 crore. Net profit up 55% year-on-year to ₹873 crore. Margin expansion was primarily led by a 26 bps decline in cost of funds, partially offset by an 18 bps QoQ compression in yields. Growth guidance of mid-to-high-teens for the medium-term. NIMs guidance of 7.1%. FY27 credit cost guidance of 1.3% to 1.7%. West Asia crisis may cause temporary problems in Tamil Nadu, West Bengal and Assam.
9 / 14L&T Finance | The company reported a healthy Q4 performance, with net profit rising 26.79% year-on-year to ₹806.63 crore from ₹636.2 crore. Net interest income (NII) grew 24.8% to ₹3,024 crore compared to ₹2,423.2 crore in the same period last year.
10 / 14Lodha Developers | Net profit up 9.3% from last year to ₹1,007.9 crore. Revenue up 11.6% year-on-year to ₹4,713.5 crore. EBITDA up 15.7% from last year to ₹1,412.6 crore. EBITDA margin at 30% from 29% year-on-year.
11 / 14Supreme Petrochem | The company reported a strong Q4 performance, with net profit surging 57.2% year-on-year to ₹168 crore from ₹107 crore. Revenue saw a modest rise of 3.1% to ₹1,587 crore, while EBITDA jumped 75% to ₹253 crore from ₹145 crore.
12 / 14DCB Bank | Net profit up 16% from last year to ₹206 crore. Net Interest Income (NII) up 17% from last year to ₹655 crore. Gross NPA at 2.45% from 2.72% last quarter. Net NPA at 0.89% from 1.1% last quarter. Board approves raising up to ₹1,500 crore via QIP and other wins.
13 / 14Balrampur Chini Mills | The company has announced an investment of ₹160 crore to set up a lactogypsum processing plant, aimed at converting PLA by-products into high-value gypsum boards.
14 / 14Indian Hume Pipe | Company has secured an order worth ₹418 crore from Maharashtra Krishna Valley Development Corporation (MKVDC). The contract win is expected to strengthen the company’s order book and support revenue visibility going forward.
