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📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
180 announcements match the current filters (relevance ≥ 5).
AVRO India FY26 Net Profit Jumps 38% to ₹4.21 Cr; Revenue Up 16% YoY
AVRO India Limited reported a robust financial performance for the fiscal year ended March 31, 2026, with annual revenue growing 16.2% to ₹9,099.23 Lakhs. Net profit for the full year surged by 38.3% to ₹420.71 Lakhs compared to ₹304.22 Lakhs in the previous year. The fourth quarter (Q4 FY26) also showed strong momentum, with net profit rising 67.6% year-on-year to ₹86.34 Lakhs. Furthermore, the company successfully implemented a 10-for-1 stock split in May 2026 to enhance market liquidity.
Key Highlights
Annual Revenue from Operations increased to ₹9,099.23 Lakhs in FY26 from ₹7,832.48 Lakhs in FY25.
Full-year Net Profit grew significantly to ₹420.71 Lakhs, representing a 38.3% year-on-year increase.
Q4 FY26 Net Profit stood at ₹86.34 Lakhs, a sharp rise from ₹51.51 Lakhs in Q4 FY25.
The company completed a stock split from a face value of ₹10 to ₹1 per share, effective May 05, 2026.
Total Comprehensive Income for the year improved to ₹409.06 Lakhs from ₹292.51 Lakhs in the prior year.
👀 What to Watch
Investors should view the strong bottom-line growth and successful stock split as positive indicators of scaling efficiency; monitor the stock for increased liquidity following the split.
GACM Technologies FY26 Net Profit Surges 110% to ₹7.83 Crore; Revenue Up 52% YoY
GACM Technologies reported a strong performance for the full year ended March 31, 2026, with total revenue growing 51.7% to ₹19.66 crore compared to ₹12.96 crore in the previous fiscal. Net profit for the year more than doubled, reaching ₹7.83 crore against ₹3.71 crore in FY25. The company's equity share capital significantly increased to ₹129.24 crore, reflecting capital infusion during the year. Notably, intangible assets under development jumped to ₹23.37 crore, indicating heavy investment in future software or technology products.
Key Highlights
Annual Net Profit grew by 110.7% YoY to ₹782.76 Lakhs in FY26 compared to ₹371.46 Lakhs in FY25.
Total Revenue for FY26 increased by 51.7% to ₹1,966.39 Lakhs from ₹1,296.35 Lakhs.
Intangible assets under development surged significantly from ₹250 Lakhs to ₹2,336.70 Lakhs.
Earnings Per Share (EPS) for the full year improved to ₹0.0721 from ₹0.0589 in the previous year.
Q4 FY26 standalone revenue stood at ₹510.28 Lakhs, up from ₹476.33 Lakhs in Q4 FY25.
👀 What to Watch
Investors should monitor the commercialization of the 'Intangible assets under development' as they represent a major capital allocation. While the profit growth is strong, the company remains a small-cap entity requiring careful risk assessment.
Vraj Iron and Steel FY26 Revenue Up 24% to ₹5,879 Mn; Annual PAT Declines 29%
Vraj Iron and Steel reported a 23.7% year-on-year increase in standalone revenue for FY26, reaching ₹5,879.24 million. However, annual standalone Profit After Tax (PAT) declined by 29.4% to ₹295.29 million compared to ₹418.32 million in FY25, largely due to a significant rise in total expenses. Despite the annual decline, Q4 FY26 showed strong momentum with a standalone PAT of ₹140.23 million, up 41.7% from ₹98.96 million in the same quarter last year. The consolidated PAT for the full year stood at ₹320.05 million with an EPS of ₹9.70.
Key Highlights
Standalone Revenue from operations grew 23.7% YoY to ₹5,879.24 million in FY26.
Annual Standalone PAT dropped to ₹295.29 million from ₹418.32 million in the previous year.
Q4 FY26 Standalone PAT showed a significant recovery, increasing 41.7% YoY to ₹140.23 million.
Total expenses for the year rose sharply to ₹5,561.91 million from ₹4,222.96 million in FY25.
Consolidated FY26 PAT stood at ₹320.05 million with a basic EPS of ₹9.70.
👀 What to Watch
Investors should focus on the margin recovery observed in Q4 FY26 to determine if the cost pressures that impacted the full-year results have stabilized. While revenue growth is robust, the decline in annual profitability warrants a cautious approach until consistent margin improvement is proven.
VRL Logistics Q4 FY26: PAT Rises to ₹72 Cr, FY26 Profit Surges 29% to ₹237 Cr
VRL Logistics reported a 6% YoY increase in Q4 revenue to ₹859 crores, with tonnage growth recovering to 3% YoY. For the full year FY26, the company achieved a robust 29% growth in net profit, reaching ₹237 crores, driven by strategic freight rationalization and cost efficiencies. EBITDA margins for the year expanded by 190 basis points to 20.8%, while ROCE improved significantly to 25%. Management has guided for a 6-7% volume growth in FY27, supported by network expansion and new client additions.
Key Highlights
FY26 PAT grew 29% YoY to ₹237 crores, while total income reached ₹3,245 crores.
Q4 EBITDA margin stood at 21.4%, showing a sequential improvement of 48 basis points.
Tonnage growth turned positive at 3% in Q4, with a target of 6-7% growth for FY27.
Return on Capital Employed (ROCE) improved to 25% from 21% in the previous year.
Company invested ₹298 crores in Capex, including ₹101 crores for vehicles and ₹165 crores for land/buildings.
👀 What to Watch
Investors should monitor the company's ability to sustain the 6-7% volume growth target in FY27 amidst rising fuel costs. The improvement in ROCE and the fact that 77% of the fleet is debt-free provides a strong margin of safety.
VRL Logistics FY26 PAT Jumps 29% to ₹237 Cr; EBITDA Margins Expand to 20.8%
VRL Logistics reported a strong full-year performance for FY26, with PAT growing 29% to ₹237 Cr despite a slight 3% dip in Q4 PAT. While annual tonnage decreased by 7% due to strategic exits from low-margin contracts, realization per ton improved by 10%, leading to a significant expansion in EBITDA margins from 18.8% to 20.8%. The company added 110 new branches during the year to strengthen its geographic reach. Operating cash flows remained robust at ₹654 Cr, supporting expansion and debt management.
Key Highlights
Full-year PAT increased by 29% YoY to ₹237 Cr, while Revenue grew 2% to ₹3,221 Cr.
EBITDA margins expanded by 198 bps to 20.8% for FY26, driven by a 10% increase in realization per ton.
The company successfully added 110 new branches in FY26 to expand its LTL (Less than Truck Load) footprint.
Operating cash flow before working capital changes grew to ₹667 Cr from ₹583 Cr in the previous year.
Net Debt stood at ₹440 Cr as of March 2026, with a conservative Net Debt-to-Equity ratio below 0.4x.
👀 What to Watch
Investors should take note of the successful margin expansion strategy through price rationalization and the rebound in Q4 volumes. The company remains a strong play in the organized LTL logistics sector due to its asset-heavy model and network expansion.
PVR INOX Reports Record FY26 PAT of ₹386 Cr; Net Debt Slashed by 90% to ₹161 Cr
PVR INOX delivered a landmark performance in FY26, reporting its highest-ever PAT of ₹386 crores against a loss of ₹152 crores in FY25. The company successfully reduced its net debt by 90% to a negligible ₹161 crores, supported by record free cash flows of ₹790 crores. Revenue grew 16% YoY to ₹6,742 crores, driven by a 10% increase in footfalls and record-high Average Ticket Prices (ATP) of ₹280. The company has decisively pivoted to a capital-light model, which accounted for 55% of new screen additions during the year.
Key Highlights
Record FY26 revenue of ₹6,742 crores (up 16% YoY) and EBITDA of ₹968 crores (doubled YoY).
Net debt reduced from post-merger highs to just ₹161 crores as of March 31, 2026.
Full-year footfalls reached 150 million with record ATP of ₹280 and SPH of ₹147.
Added 93 screens in FY26 with a pipeline of 120 screens for FY27, focusing on capital-light formats.
EBITDA margins expanded significantly to 14.4% from 8.4% in the previous fiscal year.
👀 What to Watch
Investors should view the massive debt reduction and transition to a capital-light model as a significant de-risking of the business. The strong turnaround in profitability and robust FY27 content pipeline make it a key stock to watch in the consumption space.
VRL Logistics FY26 Net Profit Surges 30% to ₹236.8 Cr; Significant Debt Reduction Achieved
VRL Logistics reported a robust financial performance for the fiscal year ended March 31, 2026, with annual net profit rising 29.8% to ₹23,683 Lakhs. Annual revenue from operations grew to ₹3,22,111 Lakhs, reflecting steady demand in the goods transport segment. A key highlight for investors is the substantial reduction in debt, with non-current borrowings decreasing from ₹54,582 Lakhs to ₹33,414 Lakhs year-on-year. While Q4 FY26 profit saw a marginal year-on-year decline, the overall annual efficiency and balance sheet strengthening remain positive indicators.
Key Highlights
Full-year Net Profit (PAT) increased by 29.8% YoY to ₹236.83 Crore.
Annual Revenue from operations grew to ₹3,221.11 Crore compared to ₹3,160.95 Crore in FY25.
Non-current borrowings significantly reduced by approximately 39% to ₹334.14 Crore.
Earnings Per Share (EPS) improved to ₹13.54 from ₹10.46 (restated for bonus issues).
Q4 FY26 Revenue stood at ₹826.96 Crore, showing sequential growth over Q3 FY26.
👀 What to Watch
Investors should take confidence in the company's aggressive debt reduction and strong annual profit growth. The stock remains a healthy long-term play in the organized logistics sector as operational leverage improves.
Jain Irrigation FY26 Revenue Up 11%, Hi-Tech EBITDA Surges 26% Amid Debt Reduction
Jain Irrigation reported a steady Q4 FY26 with revenue of INR 1,800 crore, driven by an 8% growth in the high-margin Hi-Tech segment. For the full year FY26, consolidated revenue grew 11%, with the Agro Processing business crossing the INR 2,000 crore milestone. The company demonstrated strong financial discipline, generating INR 600 crore in operating cash flow and reducing its working capital cycle by 15 days. Management expects to be nearly debt-free regarding old interest-bearing obligations by the end of FY27.
Key Highlights
Hi-Tech segment (Drip Irrigation) full-year EBITDA grew 26% on a 20% revenue increase
Agro Processing business crossed INR 2,000 crore revenue in FY26, growing 9% YoY
Generated INR 600 crore in operating cash flow for FY26, representing 76% of EBITDA
Successfully reduced working capital cycle by 15 days despite extreme raw material price volatility in Q4
Management plans to clear remaining 0% NCDs in FY27, having already repaid 98% of old interest-bearing debt
👀 What to Watch
Investors should focus on the company's transition to a high-margin 'solutions' provider and its successful debt deleveraging. Monitor the recovery of government receivables in FY27 as a key catalyst for further cash flow improvement.
Jain Irrigation FY26 Revenue Up 10.7% to ₹6,400 Cr; Adjusted PAT Jumps 36%
Jain Irrigation reported a steady FY26 with consolidated revenue growing 10.7% to ₹6,400 crore and EBITDA rising 12.8% to ₹809 crore. The Hi-Tech Agri segment led growth with a 20.5% revenue increase, while the working capital cycle improved from 201 to 186 days. Notably, the company has fully repaid its RTL and FITL obligations on a standalone basis. However, reported consolidated debt increased slightly to ₹3,901.6 crore due to currency fluctuations and new project financing.
Key Highlights
Consolidated FY26 revenue reached ₹6,400 crore, a 10.7% YoY growth driven by the Hi-Tech Agri division.
Adjusted PAT for FY26 surged 36% YoY to ₹133.1 crore, despite one-time exceptional charges of ₹55.33 crore.
Working capital cycle improved significantly by 15 days, reducing from 201 days to 186 days YoY.
Standalone entity has fully repaid all RTL and FITL obligations as of March 31, 2026.
Hi-Tech Agri segment EBITDA margins improved to 18.6% in FY26 from 17.8% in FY25.
👀 What to Watch
Investors should view the standalone debt repayment and working capital improvement as strong signs of balance sheet strengthening. The robust growth in the Hi-Tech Agri segment remains the primary value driver for the stock.
Jain Irrigation FY26 Revenue Up 10.7% to ₹6,399 Cr; Adjusted PAT Rises 36%
Jain Irrigation reported a consolidated revenue growth of 10.7% for FY26, reaching ₹6,399.5 crore, with EBITDA margins improving slightly to 12.6%. While Adjusted PAT grew by 36% to ₹133.1 crore, the company posted a reported net loss of ₹40 crore for the year due to exceptional items and non-cash finance costs. Cash flow generation was a major highlight, with operating cash flow reaching ₹619 crore for the full year. Management expressed caution regarding rising polymer prices and a forecast for a below-normal monsoon in 2026.
Key Highlights
FY26 consolidated revenue increased 10.7% YoY to ₹6,399.5 crore.
Consolidated EBITDA grew 12.8% to ₹808.9 crore with a margin of 12.6%.
Adjusted PAT rose 36% to ₹133.1 crore, though reported PAT was a loss of ₹40 crore.
Generated strong operating cash flow of ₹619 crore in FY26, representing 76% of EBITDA.
Q4 cash generation was robust at ₹233 crore, representing 97% of the quarter's EBITDA.
👀 What to Watch
While operational metrics and cash flows are improving, the reported net loss and weak monsoon forecast are significant headwinds. Investors should monitor the company's progress in debt reduction and its ability to pass on rising polymer costs to customers.
Jain Irrigation FY26 Revenue Grows 8.4% to ₹3,533 Cr; Net Profit Dips to ₹24.12 Cr
Jain Irrigation reported a mixed performance for FY26, with standalone revenue increasing 8.4% YoY to ₹3,533.29 crore, primarily driven by the Hi-tech Agri Input segment. However, standalone net profit for the full year declined to ₹24.12 crore from ₹27.45 crore in FY25, impacted by a ₹20.72 crore exceptional charge related to new labour codes. The company strengthened its balance sheet by raising ₹149.67 crore through warrant conversions, though high finance costs of ₹296.27 crore continue to weigh on the bottom line.
Key Highlights
FY26 Standalone Revenue grew to ₹3,533.29 Cr vs ₹3,259.02 Cr in FY25.
Hi-tech Agri Input segment revenue surged 20.7% YoY to ₹2,344.35 Cr.
Plastic Division revenue declined to ₹1,188.94 Cr from ₹1,316.70 Cr in the previous year.
Recognized an exceptional loss of ₹20.72 Cr due to statutory impacts of new Labour Codes.
Finance costs remained high at ₹296.27 Cr, nearly equal to the total segment results.
👀 What to Watch
Investors should monitor the company's debt servicing capability as finance costs remain a significant drag on profitability. While the growth in the Hi-tech Agri segment is encouraging, the decline in the Plastic Division and thin profit margins warrant a cautious approach.
Vraj Iron and Steel Appoints Auditors for FY27; Defers FY26 Audited Financial Results
Vraj Iron and Steel Limited held a board meeting on May 14, 2026, to finalize auditor appointments for the 2026-27 financial year. The company has appointed M/s. Sanat Joshi & Associates as Cost Auditors and M/s. Amit Kumar Agrawal & Co. as Internal Auditors. Significantly, the board deferred the approval of the audited financial results for the quarter and year ended March 31, 2026, as the audit report was not yet available. A subsequent meeting will be scheduled to consider and approve these financial results.
Key Highlights
Appointed M/s. Sanat Joshi & Associates as Cost Auditors for the financial year 2026-27.
Appointed M/s. Amit Kumar Agrawal & Co. as Internal Auditors for the financial year 2026-27.
Deferred the consideration and approval of Audited Financial Results for the quarter and year ended March 31, 2026.
The company cited that the audit report was not yet provided by the auditors as the results are still under process.
The board meeting commenced at 03:30 P.M. and concluded at 04:15 P.M. on May 14, 2026.
👀 What to Watch
Investors should monitor for the announcement of the rescheduled board meeting to review the company's FY26 performance. While auditor appointments are routine, the deferral of financial results warrants a cautious watch for any potential underlying accounting delays.
PVR INOX FY26 Results: Record Revenue of ₹6,743 Cr and Turnaround to ₹387 Cr PAT
PVR INOX reported a stellar FY26 with record-breaking revenue of INR 67,426 Mn, up 16% YoY. The company successfully turned profitable with a PAT of INR 3,868 Mn, driven by a 100% surge in EBITDA and record-high operational metrics. Average Ticket Price (ATP) and Spend per Head (SPH) reached all-time highs of INR 280 and INR 147, respectively. Furthermore, the company achieved a net cash position of INR 1,619 Mn, reflecting a significantly strengthened balance sheet.
Key Highlights
Full-year revenue hit a record INR 67,426 Mn, growing 16% year-on-year.
EBITDA (excluding Ind AS 116) doubled to INR 9,680 Mn with margins improving to 14.4%.
Average Ticket Price (ATP) rose to INR 280 and Spend per Head (SPH) to INR 147.
Company achieved a net cash position of INR 1,619 Mn, eliminating previous debt concerns.
Admissions increased by 9.6% to 150.1 million for the full year.
👀 What to Watch
The stock is likely to be re-rated following this strong turnaround and debt-free status. Investors should hold or accumulate on dips, focusing on the company's ability to maintain high SPH and ATP.
PVR INOX Reports Record FY26 Performance with Highest-Ever Revenue of ₹67,426 Mn and PAT of ₹3,868 Mn
PVR INOX delivered its best-ever financial performance in FY26, with annual revenue reaching INR 67,426 mn and PAT at INR 3,868 mn. The company achieved a significant milestone by reducing net debt by 90% since its merger to a negligible INR 1,619 mn, fueled by a record free cash flow of INR 7,901 mn. Operational metrics showed strong growth, with Q4 Average Ticket Price (ATP) up 22% and Spend per Head (SPH) up 32% YoY. The company also completed the strategic divestment of its snacking brand Zea Maize to Marico for INR 2,268 mn to focus on its core cinema business.
Key Highlights
Highest-ever annual Revenue, EBITDA, and PAT at INR 67,426 mn, INR 9,680 mn, and INR 3,868 mn respectively.
Net debt reduced to INR 1,619 mn, representing a 90% reduction since the merger.
Generated record Free Cash Flow of INR 7,901 mn in FY26, used primarily for debt deleveraging.
Average Ticket Price (ATP) reached INR 315 and Spend per Head (SPH) reached INR 165 in Q4 FY26.
Added 93 new screens in FY26, with 55% of additions following a capital-light (FOCO/Asset-Light) model.
👀 What to Watch
The stock remains a strong play on the premiumization of Indian cinema, backed by a now-deleveraged balance sheet and a shift to a capital-light growth model. Investors should monitor the FY27 content pipeline, which includes major franchise releases, to sustain this growth momentum.
PVR INOX Reports FY26 Turnaround with ₹2,685 Million Net Profit; Revenue Up 17% YoY
PVR INOX has reported a significant financial turnaround for the fiscal year ended March 31, 2026, posting a standalone net profit of ₹2,685 million compared to a loss of ₹2,769 million in the previous year. Annual revenue from operations grew by 17.4% to reach ₹63,912 million, driven by strong performance in the exhibition segment. For the fourth quarter alone, the company swung to a profit of ₹1,208 million from a loss of ₹1,228 million in the same period last year. The results were aided by a net exceptional gain of ₹800 million for the full year, despite accounting for a ₹392 million impact from new labour codes.
Key Highlights
Standalone FY26 Revenue grew to ₹63,912 million from ₹54,424 million in FY25, a 17.4% increase.
Achieved a full-year standalone net profit of ₹2,685 million, reversing a loss of ₹2,769 million in the previous fiscal.
Q4 FY26 standalone revenue stood at ₹14,870 million, representing a 26% growth over Q4 FY25.
Exceptional items for FY26 resulted in a net gain of ₹800 million, which included a ₹392 million provision for new Labour Codes.
Basic Earnings Per Share (EPS) improved to ₹27.34 for FY26 from a negative ₹28.20 in FY25.
👀 What to Watch
The successful turnaround from losses to significant profitability indicates strong recovery in the cinema exhibition business and effective cost management. Investors should maintain a positive outlook but monitor the impact of the new labour codes on future operating margins.
HUL Q4 FY26: 8% Revenue Growth Driven by 7% USG; Highest Growth in 12 Quarters
Hindustan Unilever (HUL) reported a strong finish to FY26, with Q4 revenue growing 8% and Underlying Sales Growth (USG) at 7%, marking its highest growth in three years. For the full year, turnover reached Rs. 63,763 crores with a 5% USG and 4% volume growth, showing significant acceleration in the second half. The company is aggressively pivoting towards premiumization, with its liquids portfolio crossing Rs. 4,000 crores and Masstige/Wellbeing segments reaching a Rs. 1,200 crore run rate. Despite rising crude costs due to geopolitical tensions, HUL maintained a healthy EBITDA margin of 23.7%.
Key Highlights
Q4 FY26 revenue grew 8% YoY with 7% Underlying Sales Growth (USG), driven primarily by volumes.
Full-year FY26 turnover reached Rs. 63,763 crores with a 4% Underlying Volume Growth (UVG).
Home Care liquids portfolio crossed the Rs. 4,000 crore milestone, while Vaseline surpassed Rs. 1,000 crores.
E-commerce channel grew over 25% during the year, supported by a dedicated Quick Commerce organization.
Committed Rs. 2,000 crores in capex for premium formats in Beauty and Home Care to drive future growth.
👀 What to Watch
Investors should take confidence in the volume-led growth recovery and the successful scaling of premium and digital-first portfolios. Monitor the impact of crude-linked commodity inflation on margins in the near term given the recent geopolitical volatility.
ICRA Downgrades Jain Irrigation's Rs 787 Cr NCDs to BB+ (Negative) Before Rating Withdrawal
ICRA has downgraded Jain Irrigation's Rs 787.24 crore Non-Convertible Debentures to [ICRA]BB+(Negative) from [ICRA]BBB-(Negative), subsequently withdrawing the rating at the company's request. The downgrade reflects persistent delays in recovering Rs 196 crore of overdue receivables and a stretched working capital cycle. The company faces substantial debt repayments totaling Rs 689 crore in FY2027, which it plans to meet through land monetization and fresh debt. While the company disputes the rating action citing an expired contract, the underlying liquidity concerns remain a key monitorable for stakeholders.
Key Highlights
NCD rating downgraded to [ICRA]BB+(Negative) due to liquidity and working capital pressure
Significant debt repayments of Rs 241 crore due in Sept 2026 and Rs 448 crore in March 2027
Identified overdue receivables remained high at Rs 196 crore as of December 31, 2025
Company targeting Rs 125 crore from non-core land monetization in FY2027 to aid liquidity
9M FY2026 revenue increased 13.4% YoY with an interest coverage ratio of 2.33x
👀 What to Watch
Investors should exercise caution as the downgrade to sub-investment grade signals heightened liquidity risk. Closely monitor the progress of land sales and the company's ability to raise fresh debt to cover the large FY2027 repayments.
GACM Technologies Shareholders Approve Fundraise via FCCBs with 99.9% Majority
GACM Technologies Limited has received overwhelming shareholder approval for raising funds through the issuance of Foreign Currency Convertible Bonds (FCCBs). During the Extraordinary General Meeting held on April 29, 2026, the special resolution was passed with 99.914% of votes in favor. This move indicates strong investor support for the company's capital-raising plans. The voting results accounted for both ordinary equity shares and shares with Differential Voting Rights (DVR).
Key Highlights
Special Resolution for raising funds via Foreign Currency Convertible Bonds (FCCBs) passed with 99.914% majority.
A total of 42,308,234.418 votes were cast in favor of the resolution compared to only 36,531.751 against.
The voting mechanism accounted for Differential Voting Rights (DVR) where 1,000 equity shares equal one vote.
The EGM was conducted via Video Conferencing (VC) and Other Audio Visual Means (OAVM) on April 29, 2026.
👀 What to Watch
Investors should watch for subsequent announcements regarding the specific terms of the FCCBs, including the conversion price and interest rates, to assess potential equity dilution. The strong mandate from shareholders provides the company with the necessary flexibility to strengthen its balance sheet.
HUL Q4 FY26: Revenue Up 8%, Volume Growth Hits 12-Quarter High of 6%; Rs 22 Final Dividend
Hindustan Unilever (HUL) reported a strong Q4 FY26 with consolidated revenue growing 8% YoY to Rs. 16,207 crores, driven by a 6% underlying volume growth, the highest in 12 quarters. EBITDA margins improved sequentially to 23.7%, while reported PAT surged 20% to Rs. 3,002 crores, aided by a stake divestment in Nutritionalab. For the full year FY26, the company achieved a turnover of Rs. 63,763 crores with a 4% volume growth. The board has proposed a final dividend of Rs. 22 per share, bringing the total FY26 payout to Rs. 41 per share.
Key Highlights
Q4 Revenue grew 8% YoY to Rs. 16,207 crores with a 12-quarter high volume growth (UVG) of 6%.
EBITDA margin improved 40 bps sequentially to 23.7%, with absolute EBITDA up 6% YoY at Rs. 3,841 crores.
Home Care segment delivered 9% growth, while Vaseline and Sunsilk both crossed the Rs. 1,000 crore annual turnover milestone.
Reported PAT for Q4 rose 20% YoY to Rs. 3,002 crores, including proceeds from the divestment of Nutritionalab Pvt. Ltd.
Total dividend for FY26 stands at Rs. 41 per share, including a newly proposed final dividend of Rs. 22.
👀 What to Watch
Investors should take confidence in the recovery of volume growth and sequential margin expansion, which suggests strengthening consumer demand. The stock remains a core defensive holding with a robust dividend yield and market leadership in key categories.
HUL Recommends ₹22 Final Dividend; FY26 Consolidated Turnover Rises to ₹63,763 Crores
Hindustan Unilever Limited (HUL) reported a consolidated turnover of ₹63,763 crores for FY 2025-26, marking a growth from ₹60,573 crores in the previous year. However, consolidated Profit After Tax (PAT) saw a marginal decline to ₹10,652 crores from ₹10,680 crores, impacted by exceptional losses. The Board has recommended a final dividend of ₹22 per share, bringing the total payout for the year to ₹41 per share. The record date for the final dividend entitlement is fixed as June 23, 2026.
Key Highlights
Consolidated turnover for FY26 grew 5.3% year-on-year to ₹63,763 crores.
Consolidated Profit After Tax (PAT) stood at ₹10,652 crores versus ₹10,680 crores in the previous year.
Final dividend of ₹22 per share recommended, taking total FY26 dividend to ₹41 per share.
Exceptional items for the year resulted in a loss of ₹235 crores compared to a gain of ₹347 crores last year.
Record date for the final dividend is set for June 23, 2026.
👀 What to Watch
Investors should focus on the steady revenue growth and consistent dividend yield despite flat bottom-line performance. The stock remains a defensive play, but monitoring margin recovery and volume growth in the investor presentation is advised.
