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Oberoi Realty Releases Q3FY26 Earnings Conference Call Transcript
Oberoi Realty has officially released the transcript for its Q3FY26 earnings conference call held on January 20, 2025. The document provides a detailed record of management's commentary on the company's financial performance and business updates for the third quarter. This filing is a standard regulatory requirement under SEBI (LODR) Regulations to ensure transparency for all shareholders. Investors can access the full discussion regarding project execution and market outlook on the company's website.
Key Highlights
Transcript of the Q3FY26 earnings call held on January 20, 2025, is now available.
Filing compliant with Regulations 30 and 46 of SEBI (LODR) Regulations, 2015.
Document provides management insights into business updates and financial results.
The transcript is hosted on the company's official website under the Investors section.
💼 Action for Investors
Investors should review the transcript for qualitative insights into management's outlook on the Mumbai luxury housing market and project launch timelines. It serves as a critical tool for understanding the nuances behind the reported Q3 numbers.
MPS Limited Schedules Q3 FY26 Earnings Conference Call for February 2, 2026
MPS Limited has announced its earnings conference call to discuss the un-audited financial results for the third quarter and nine months ended December 31, 2025. The call is scheduled for Monday, February 2, 2026, at 5:00 P.M. IST. Mr. Rahul Arora, Chairman and CEO, along with the senior management team, will be present to address questions and provide insights into the company's performance. This is a routine but essential event for investors to understand the company's growth trajectory and operational updates.
Key Highlights
Conference call scheduled for February 2, 2026, at 17:00 IST to discuss Q3 FY26 results.
Management representation includes Chairman and CEO Mr. Rahul Arora.
Universal dial-in numbers provided are +91 22 6280 1410 and +91 22 7115 8311.
Diamond Pass registration available for participants to bypass the operator queue.
💼 Action for Investors
Investors should monitor the financial results release prior to the call and participate to gain clarity on management's outlook for the upcoming quarters. Key focus areas should be revenue growth in the content and platform segments.
HCLTech Partners with Guardian Life for AI-Driven Multi-Year Technology Transformation
HCLTech has secured a significant multi-year partnership with Guardian Life Insurance Company of America, a major U.S. life insurer. The collaboration focuses on accelerating Guardian's AI-driven transformation using HCLTech's proprietary GenAI platform, AI Force. This deal covers application development, support, testing, and infrastructure management, aiming to modernize Guardian's core technology foundations. The partnership reinforces HCLTech's strong footprint in the financial services sector, contributing to its $14.5 billion annual revenue base.
Key Highlights
Multi-year strategic partnership with Guardian Life, a leading U.S. life insurance provider.
Utilization of HCLTech's 'AI Force' GenAI platform for enterprise-wide technology innovation.
Scope includes application development, infrastructure management, and IT operations modernization.
HCLTech reported consolidated revenues of $14.5 billion for the 12 months ending December 2025.
The deal strengthens HCLTech's positioning in the high-margin Financial Services vertical.
💼 Action for Investors
Investors should view this as a positive validation of HCLTech's GenAI capabilities and its ability to secure long-term contracts with large U.S. financial institutions. Maintain a positive outlook on the stock as it continues to expand its digital transformation portfolio.
Star Health Announces Name Change of Joint Statutory Auditor to M S K A & Associates LLP
Star Health and Allied Insurance Company has informed the exchanges regarding a name change for one of its Joint Statutory Auditors. The firm, M S K A & Associates, has converted into a Limited Liability Partnership (LLP) under the LLP Act, 2008. This change became effective on January 13, 2026, and the firm will now be known as M S K A & Associates LLP. The company has confirmed that this conversion will not affect the existing audit engagement or the auditor's remaining tenure.
Key Highlights
Joint Statutory Auditor M S K A & Associates converted to M S K A & Associates LLP
Conversion effective from January 13, 2026, under the Limited Liability Partnership Act, 2008
New ICAI Firm Registration Number is 105047W/W101187
No change in the existing audit engagement or the auditor's remaining tenure
Disclosure made in compliance with SEBI Listing Obligations and Disclosure Requirements
💼 Action for Investors
This is a routine administrative update regarding the legal structure of the company's auditor. No action is required from investors as it does not impact the company's financials or operations.
LT Foods Q3 FY26: Revenue Surges 23% to ₹2,812 Cr; 9M ROCE Improves to 20.3%
LT Foods reported a robust 24% YoY revenue growth for 9M FY26, reaching ₹8,085 crore, primarily driven by the Basmati and Specialty Rice segment. While EBITDA margins slightly compressed to 11.6% due to aggressive brand investments, the company significantly improved its efficiency with working capital days dropping from 227 to 205. The balance sheet remains strong with Net Debt/EBITDA improving to 0.95x. However, the company faces a downward revision in crop production outlook for 2025 due to weather-impacted yields.
Key Highlights
9M FY26 Revenue grew 24% YoY to ₹8,085 crore, with normalized growth at 19% excluding US tariffs.
Return on Capital Employed (ROCE) improved to 20.3% from 19.5% in the previous year.
Net Debt to EBITDA ratio strengthened significantly, reducing from 1.17x to 0.95x.
Basmati segment revenue grew 26% YoY, while the Organic segment saw a 15% increase.
Working capital cycle optimized by 22 days, reaching 205 days in 9M FY26.
💼 Action for Investors
Investors should focus on the company's successful premiumization and market share gains in North America. Monitor the final US CVD determination on February 17, 2026, and the impact of lower crop yields on procurement costs.
Max Healthcare to Discuss Q3 & 9M FY26 Results in Earnings Call on Feb 6, 2026
Max Healthcare Institute Limited has scheduled its Q3 and 9M FY26 earnings conference call for February 6, 2026, at 11:30 AM IST. The financial results for the period ending December 31, 2025, will be officially declared on February 5, 2026. The company currently operates a network of 20 healthcare facilities with approximately 5,200 beds across India. Senior management will provide commentary on financial performance and strategic initiatives during the interactive session.
Key Highlights
Earnings call set for Feb 6, 2026, following result declaration on Feb 5, 2026
Company manages a significant footprint of 20 healthcare facilities and ~5,200 beds
Discussion to include performance of core hospitals, Max@Home, and Max Labs diagnostic services
Dial-in details provided for international investors in HK, Singapore, UK, and USA
💼 Action for Investors
Investors should review the financial results on February 5 to evaluate margin trends and bed occupancy. Use the conference call to gain insights into the company's expansion plans and pathology business growth.
LT Foods Q3 Net Profit Rises 8% to ₹157 Cr; Declares ₹1 Interim Dividend
LT Foods reported a strong 23.5% YoY growth in consolidated revenue, reaching ₹2,809.20 crore for the quarter ended December 31, 2025. Consolidated net profit for the quarter increased by 8.2% YoY to ₹157.35 crore, while 9-month profits reached ₹489.71 crore. The company declared a second interim dividend of ₹1 per share (100% of face value) with a record date of February 2, 2026. Additionally, the company transitioned its internal audit function to an in-house head supported by EY, following the resignation of Protiviti India.
Key Highlights
Consolidated revenue from operations grew 23.5% YoY to ₹2,80,920 lakh in Q3 FY26.
Net profit for the quarter stood at ₹15,735 lakh, up from ₹14,538 lakh in the previous year's corresponding quarter.
Declared a 2nd interim dividend of ₹1 per equity share with a record date of February 2, 2026.
9M FY26 consolidated revenue reached ₹8,03,885 lakh, a significant jump from ₹6,45,310 lakh in 9M FY25.
Appointed Ms. Neha Sharma as Internal Auditor, supported by EY for select audits, effective January 28, 2026.
💼 Action for Investors
Investors should take note of the robust top-line growth and consistent dividend payouts as indicators of strong market demand. The transition in internal audit to a hybrid model involving EY suggests a continued commitment to governance and internal controls.
Phoenix Mills Q3 FY26: Consolidated EBITDA Up 19% YoY to Rs 656 Cr; Retail Consumption Up 25%
The Phoenix Mills Limited reported a strong Q3 FY26 performance with consolidated revenue growing 15% YoY to Rs 1,121 crore and EBITDA rising 19% to Rs 656 crore. The retail segment remains the primary growth engine, with total consumption across malls surging 25% YoY to Rs 4,992 crore, driven by newer assets like Phoenix Mall of Asia. The hospitality business also performed exceptionally well, with St. Regis Mumbai recording a 21% increase in EBITDA and 86% occupancy. Despite a slight increase in net debt to Rs 3,344 crore for expansions, the leverage remains comfortable with a Net Debt to EBITDA ratio of 1.3x.
Key Highlights
Consolidated Revenue from operations grew 15% YoY to Rs 1,121 crore in Q3 FY26.
Retail consumption across the portfolio reached Rs 4,992 crore, a 25% YoY increase.
Hospitality segment EBITDA for St. Regis Mumbai rose 21% YoY to Rs 80 crore with an ARR of Rs 24,131.
Commercial office occupancy in operational assets improved to 76% in Dec-25 from 67% in Mar-25.
Residential segment recorded gross sales of Rs 140 crore in Q3 FY26 at an average price of ~Rs 29,900 psf.
💼 Action for Investors
The company's strong operational performance across retail and hospitality segments justifies its premium valuation. Investors should monitor the continued ramp-up of recently completed office assets and the execution of the retail expansion pipeline.
Oberoi Realty Appoints Aditi Mittal as EVP and Business Head for North Zone
Oberoi Realty has appointed Ms. Aditi Mittal as Executive Vice President - Business Head (North Zone) effective January 28, 2026. Ms. Mittal is a seasoned professional with over 19 years of experience in Real Estate, Cement, and Consulting, specializing in Strategic Planning and Sales. This marks a return to the company for Ms. Mittal, who previously served at Oberoi Realty for over five years between 2013 and 2018. Her appointment is expected to strengthen the company's leadership and operational focus in the North Zone.
Key Highlights
Ms. Aditi Mittal appointed as Executive Vice President - Business Head (North Zone) effective January 28, 2026
Brings over 19 years of experience in Investor Relations, Strategic Planning, and Project Management
Educational qualifications include being a Chartered Accountant and an MBA from the Indian School of Business (ISB)
Previously associated with Oberoi Realty from May 2013 to October 2018 and most recently worked with Dalmia Bharat Limited
💼 Action for Investors
Investors should view this as a positive step in strengthening regional leadership with a candidate who has prior institutional knowledge of the company. Monitor for any new project announcements or strategic shifts in the North Zone following this appointment.
Gujarat Gas Q3 FY26: PAT Rises 20% to ₹266 Cr; EBITDA/SCM Hits ₹6.5 Despite Volume Pressure
Gujarat Gas reported a 20% YoY increase in PAT to ₹266 crore for Q3 FY26, driven by improved EBITDA margins of ₹6.5 per SCM. While industrial volumes declined 10% QoQ to 3.93 MMSCMD due to propane competition in Morbi, the CNG segment grew 11% YoY. The company expects its merger scheme to conclude by April 2026 and has engaged McKinsey for strategic expansion. Management maintains an EBITDA margin guidance of ₹5.5 to ₹6.5 per SCM for the full year.
Key Highlights
PAT grew 20% YoY to ₹266 crore; EBITDA margin per SCM improved to ₹6.5 from ₹5.04.
Industrial volumes dropped 10% QoQ to 3.93 MMSCMD, impacted by lower propane prices in Morbi.
CNG volumes rose 11% YoY, supported by a 14% growth in the CNG vehicle base to 16.94 lakh.
APM gas shortfall increased to 51%, with CNG shortfall at 64% being met by spot and long-term gas.
Merger completion expected by end of April 2026; FY26 Capex planned at ₹650-700 crore.
💼 Action for Investors
Investors should monitor the impact of the ₹4.50/SCM price reduction on Morbi volume recovery and the finalization of the merger. The company's ability to maintain margins despite APM cuts is a key positive, but industrial volume volatility remains a risk.
L&T Q3 FY26: Recurring PAT Jumps 31% to ₹44 Bn; Order Book Hits Record ₹7.3 Trillion
Larsen & Toubro (L&T) delivered a strong operational performance in Q3 FY26, with recurring PAT growing 31% y-o-y to ₹44 billion. While reported PAT fell 4% to ₹32.2 billion due to a one-time ₹11.9 billion provision for new labour codes, the company achieved its highest-ever quarterly order inflow of ₹1,356 billion. The total order book reached a record ₹7,332 billion, providing high revenue visibility. Notably, the company significantly improved its capital efficiency, with Net Working Capital falling to 8.2% of revenue from 12.7% a year ago.
Key Highlights
Order Book reached a record ₹7,332 billion, growing 30% y-o-y with international orders making up 49% of the total.
Recurring PAT rose 31% to ₹44 billion, driven by operational efficiencies and a 10% growth in group revenue to ₹714 billion.
Net Working Capital (NWC) as a percentage of revenue improved by 450 bps to 8.2%, the lowest in several quarters.
Hi-Tech Manufacturing and Energy segments saw robust revenue growth of 34% and 15% respectively.
The company maintains a strong near-term prospect pipeline of approximately ₹5.9 trillion.
💼 Action for Investors
Investors should focus on the record-high order book and the significant improvement in working capital management rather than the one-time accounting hit to reported PAT. L&T remains a primary beneficiary of the domestic infrastructure cycle and Middle East energy capex.
Larsen & Toubro Concludes Board Meeting on January 28, 2026
Larsen & Toubro Limited (L&T) has officially concluded its Board Meeting held on January 28, 2026. The meeting was a full-day session, commencing at 9:30 a.m. and concluding at 6:15 p.m. While this specific filing is a procedural notification of the meeting's conclusion, it typically precedes the release of quarterly financial results or major corporate announcements. Investors should look for the detailed outcome document for specific financial performance data.
Key Highlights
Board meeting held on January 28, 2026, has officially concluded.
The session lasted approximately 8 hours and 45 minutes, starting at 9:30 a.m.
The meeting concluded at 6:15 p.m. as per the regulatory filing.
This filing serves as a procedural update to the stock exchanges.
💼 Action for Investors
This is a routine administrative update. Investors should monitor subsequent filings for the actual financial results or strategic decisions made during this session.
LT Foods Q3 Net Profit Up 8% to ₹157 Cr; Declares ₹1 Interim Dividend
LT Foods reported a 23.5% YoY increase in consolidated revenue to ₹2,809.20 crore for Q3 FY26. The company declared its second interim dividend of ₹1 per share, representing 100% of the face value. Net profit for the quarter rose to ₹157.35 crore from ₹145.39 crore in the previous year. The board also approved the appointment of Ms. Neha Sharma as the Internal Auditor, supported by EY for specific audits.
Key Highlights
Consolidated Revenue for Q3 FY26 rose 23.5% YoY to ₹2,809.20 crore.
Net Profit for the quarter increased 8.2% YoY to ₹157.35 crore.
Declared 2nd Interim Dividend of ₹1 per share with a record date of February 2, 2026.
9-month FY26 consolidated revenue stands at ₹8,038.85 crore compared to ₹6,453.10 crore YoY.
Basic EPS for the quarter improved to ₹4.53 from ₹4.13 in the year-ago period.
💼 Action for Investors
The strong revenue growth and dividend declaration reflect healthy operational performance. Investors may hold for long-term gains as the company scales its global footprint.
ASK Automotive Q3 FY26: PAT up 21% to ₹80 Cr, EBITDA Margins Expand to 13.4%
ASK Automotive reported its highest-ever quarterly revenue, EBITDA, and PAT in Q3 FY26, with consolidated revenue growing 18.5% YoY to ₹1,089 crore. The company's strategic shift away from the low-margin wheel assembly business (down 51.5%) led to significant margin expansion, with EBITDA margins rising 88 bps to 13.4%. Net profit for the quarter grew 21.3% YoY to ₹80 crore, driven by strong growth in Aluminium Light Weighting (+36%) and Advanced Braking Systems (+22%). Management highlighted that the new Karoli and Bangalore facilities are ramping up, contributing to better economies of scale.
Key Highlights
Consolidated Revenue grew 18.5% YoY to ₹1,089 Cr; excluding Wheel Assembly, growth was 28.0%
EBITDA increased 26.8% YoY to ₹146 Cr with margins expanding by 88 bps to 13.4%
PAT rose 21.3% YoY to ₹80 Cr, marking the highest-ever quarterly profit for the company
Aluminium Light Weighting Precision Solutions segment showed robust growth of 36% YoY
Strategic reduction in low-value Wheel Assembly business by 51.5% significantly improved overall profitability
💼 Action for Investors
Investors should favor the company's successful transition toward high-margin segments and its ability to outperform industry growth. The ramp-up of new manufacturing facilities provides a clear visibility for sustained earnings growth in the coming quarters.
ASK Automotive Q3 FY26 PAT Rises 21.3% to ₹80 Cr; EBITDA Margins Expand to 13.4%
ASK Automotive reported its highest-ever quarterly revenue, EBITDA, and PAT for Q3 FY26, with consolidated revenue growing 18.5% YoY to ₹1,089 crore. The company's EBITDA increased by 26.8% to ₹146 crore, driven by a strategic reduction in the low-margin wheel assembly business and improved capacity utilization at new facilities. Net profit (PAT) rose 21.3% YoY to ₹80 crore, while EBITDA margins expanded by 88 basis points to 13.4%. The Aluminum Lightweighting segment showed robust growth of 36% YoY, reflecting a successful shift towards a higher-value product mix.
Key Highlights
Consolidated Revenue grew 18.5% YoY to ₹1,089 Cr, significantly outperforming industry growth rates.
EBITDA margins improved to 13.4% from 12.5% YoY, aided by economies of scale and strategic product shifts.
Aluminum Lightweighting Precision Solutions (ALPS) revenue surged 36% YoY to ₹538 Cr in Q3 FY26.
Strategic reduction in low-margin Wheel Assembly business by 51.5% YoY to optimize the bottom line.
Maintains a dominant ~50% market share in the Indian 2W Advanced Braking systems segment.
💼 Action for Investors
Investors should take note of the significant margin expansion and the company's successful transition toward high-margin aluminum lightweighting components. The stock remains a strong play on the 2W recovery and EV premiumization trend given its 50% market share in braking systems.
ASK Automotive Q3 FY26 PAT Rises 12% YoY to ₹60.8 Cr; Re-appoints 4 Independent Directors
ASK Automotive reported a steady growth in its Q3 FY26 standalone performance, with revenue reaching ₹860 crore, a 5.7% increase year-on-year. Net profit for the quarter stood at ₹60.78 crore, up from ₹54.14 crore in the same period last year. The company also announced the re-appointment of four independent directors for a second three-year term, ensuring leadership continuity. For the nine-month period ended December 2025, the company achieved a total income of ₹2,447.52 crore and a profit of ₹168.51 crore.
Key Highlights
Standalone Revenue from operations grew to ₹860.00 crore in Q3 FY26 from ₹813.63 crore in Q3 FY25.
Profit After Tax (PAT) increased by 12.3% YoY to ₹60.78 crore for the quarter ended December 2025.
Earnings Per Share (EPS) improved to ₹3.08 for the quarter, up from ₹2.75 in the previous year's corresponding quarter.
Board approved the re-appointment of four Independent Directors for a second term of three years each starting in 2026.
Total income for the nine-month period ended December 31, 2025, reached ₹2,447.52 crore with a PAT of ₹168.51 crore.
💼 Action for Investors
The consistent YoY and QoQ growth in profitability indicates strong operational efficiency in the automotive components space. Investors may consider this a positive signal for long-term holding, supported by stable governance through the re-appointment of key board members.
ASK Automotive to Expand Braking System Capacity by 6 Crore Pcs with ₹35 Cr Investment
ASK Automotive has approved a significant capacity expansion for its Advanced Braking Systems (Brake Shoes and Disc Brake Pads) to meet rising demand in the two-wheeler segment. The company will add 6 crore pieces per annum to its existing 26 crore capacity, marking a 23% increase. The expansion involves setting up two new plants in Rajasthan with a capital outlay of approximately ₹35 crore, funded entirely through internal accruals. This move is triggered by high current capacity utilization of 90% and is expected to be commissioned by Q1 FY 2026-27.
Key Highlights
Proposed capacity addition of 6 crore pieces per annum for Brake Shoes and Disc Brake Pads
Total investment of approximately ₹35 crore to be financed through internal accruals
Existing capacity utilization stands at a high of 90%, necessitating the expansion
Two new plants to be established in Rajasthan with expected commissioning in Q1 FY 26-27
Expansion driven by increased demand supported by GST 2.0 reforms
💼 Action for Investors
Investors should view this as a positive growth indicator, as the expansion is funded internally and addresses high utilization levels. Monitor the company's ability to maintain margins while scaling up and the timely execution of the Rajasthan plants.
Sejal Glass Clarifies Board Meeting Agenda for Q3 FY26 Results
Sejal Glass Limited has issued a clarification regarding its upcoming Board Meeting scheduled for February 02, 2026. The company corrected a typographical error in its previous filing, clarifying that it will consider Unaudited Standalone Financial Results for the quarter and nine months ended December 31, 2025. The previous notice had incorrectly mentioned 'Audited' results, which is a standard procedural correction as quarterly results typically undergo a limited review rather than a full audit. All other details of the meeting remain unchanged.
Key Highlights
Board Meeting scheduled for February 02, 2026, remains on track.
Correction made from 'Audited' to 'Unaudited' standalone financial results.
Results pertain to the quarter and nine-month period ended December 31, 2025.
The filing was made in compliance with Regulation 29 of SEBI (LODR) Regulations, 2015.
💼 Action for Investors
No action is required as this is a routine administrative correction. Investors should focus on the actual financial performance to be disclosed on February 02, 2026.
India Power Corp (DPSCLTD) to Strike Off Step-Down Subsidiary IUPSPL by March 2026
India Power Corporation Limited has initiated the voluntary strike-off process for its step-down subsidiary, India Uniper Power Services Private Limited (IUPSPL). The subsidiary has a negligible financial footprint, contributing only 0.009% to the company's total income. With a net worth of approximately ₹120.18 Lakhs, its removal will not materially impact the consolidated financials. The process is expected to be finalized by March 31, 2026, as part of corporate streamlining.
Key Highlights
IUPSPL Board approved voluntary strike-off from the Registrar of Companies, West Bengal.
Subsidiary contributed only ₹6.74 Lakhs (0.009%) to the total income in the last financial year.
Net worth of the subsidiary stands at ₹120.18 Lakhs, representing 0.136% of the group's net worth.
The dissolution process is expected to be completed within 3 months, by March 31, 2026.
💼 Action for Investors
This is a routine administrative cleanup of a non-material subsidiary. Investors should remain focused on the company's core power distribution performance rather than this restructuring.
Emami Ltd Receives Cautionary Letter from NSE Over Secretarial Compliance Observations
Emami Limited received a cautionary letter from the National Stock Exchange (NSE) on January 27, 2026, regarding its Secretarial Compliance Report for the financial year ended March 31, 2025. The letter follows observations made by the Secretarial Auditor concerning adherence to SEBI Listing Regulations. The NSE has advised the company to be more careful in the future to prevent the recurrence of such lapses. Importantly, the company has stated that this regulatory advice has no impact on its financial or operational performance.
Key Highlights
Received cautionary letter from NSE on January 27, 2026, regarding FY25 compliance.
Observations were initially reported by the Secretarial Auditor in the Annual Secretarial Compliance Report.
NSE advised the company to strictly adhere to SEBI Listing Regulations moving forward.
Company confirms zero impact on financial, operational, or other activities.
💼 Action for Investors
This is a minor regulatory matter with no financial implications; no immediate action is required from investors.