Whalesbook
Earnings ka season shuru, Bade companies ke results aaj!
Dalal Street mein aaj ka din kaafi busy rehne wala hai, kyunki 20 May ko 145 se zyada companies apne FY26 ke fourth quarter ke financial results announce karne jaa rahi hain. Sabse zyada dhyan Lenskart, Grasim Industries, aur Ola Electric Mobility par hai, jinke numbers market ke liye crucial signals denge.
Kon Kon hai focus mein?
Investors khasi dilchaspi se Lenskart, Grasim Industries, Ola Electric, Apollo Hospitals, Metro Brands, Whirlpool of India, aur Kwality Walls India ke financial disclosures ko dekhenge. Ye announcements unke recent performance aur future plans ko samajhne ke liye bahut important hain.
Amagi Media ka mixed performance
Shuruati reports ke mutabik, Amagi Media ne fourth quarter mein mixed financial performance dikhaya hai. Halanki net profit 4.2% quarter-over-quarter badhkar ₹19.7 crore ho gaya, revenue 5% gir kar ₹249 crore pahunch gaya. Sabse ahim baat yeh hai ki company ne ₹3.4 crore ka EBITDA loss report kiya, jo pichhle period ke profit se alag hai.
Companies ke liye kya expectation hai?
Lenskart: Motilal Oswal ko ummeed hai ki Lenskart ka domestic aur international business milakar 27% year-on-year growth hoga. Operating leverage ke karan EBITDA margins 120 basis points badhne ki projection hai, jisse EBITDA 35% year-on-year grow kar sakta hai. Lekin, reported PAT (Profit After Tax) pichhle saal ke Q4 ke one-off benefits ke karan kam lag sakta hai. IPO fund utilization update mein Q4 FY26 mein ₹127.06 crore kharch hue aur ₹1972.94 crore fixed deposits mein hain, jo future growth ke liye capital preservation dikhata hai.
Ola Electric: Kotak Institutional Equities ne Ola Electric ke revenue mein 51% year-on-year decline ka forecast lagaya hai. Iska reason sales volume mein badi giravat hai, jise higher average selling prices (ASPs) ne thoda compensate kiya hai. Q4 FY26 ke liye ₹2.2 billion ka EBITDA loss projected hai, jo Q4 FY25 ke ₹6.9 billion se kam hai. Ye lower provisions, cost efficiencies, aur Gen-3 platform ke badhte contribution se sambhav hai. Pichhli reports ke mutabik Q3 FY26 ka revenue ₹470 crore tha, jo pichhle saal ke ₹1,045 crore se kam tha, aur net loss kam hokar ₹487 crore ho gaya tha. Electric two-wheelers (E2W) mein company ka market share Q1 FY26 mein 19.6% tha.
Grasim Industries: Analysts Q4 FY26 ke liye revenue ₹37,000-40,000 crore ke beech expect kar rahe hain, aur PAT ₹1,800-2,100 crore hone ka anuman hai. Stock ne pichhle 1 saal mein -14% ka return diya hai. Grasim ne 15 May, 2026 ko ₹250 crore commercial papers ka repayment poora kiya. Q3 FY26 mein, consolidated revenue 17% year-on-year badhkar ₹39,900 crore tha, aur EBITDA ₹5,217 crore raha.
Apollo Hospitals: Q4 FY26 ke liye revenue ₹5,500–5,900 crore ke beech estimate kiya gaya hai, aur PAT ₹320–380 crore projected hai. Company ne Q3 FY26 mein ₹5,402 crore ka revenue aur ₹315 crore ka PAT report kiya tha. March 15, 2026 ko khatam hue quarter mein, Apollo Hospitals ne ₹6,477.40 crore ka revenue aur ₹516.30 crore ka Net Profit report kiya, jo quarter-on-quarter 4.51% ka izafa hai. April 2026 tak company ki market capitalization lagbhag ₹93,500 crore thi, jiska trailing P/E 65x ke aas paas tha.
Metro Brands: Q4 FY26 revenue ₹700-760 crore ke beech estimate hai, aur PAT ₹105-120 crore projected hai. Q3 FY26 mein revenue ₹811 crore aur PAT ₹130 crore tha. Company ki strategy premiumization par focus karti hai, jismein ₹3,000 se upar ke products FY26 ke pehle nau mahino mein store sales ka 55% contribute karte hain. Management ka aim 15%+ annual revenue CAGR hai.
Whirlpool of India: March 31, 2026 ko khatam hue quarter ke liye company ka revenue ₹1,773.84 crore tha, jo quarter-over-quarter 7.68% ka izafa hai. Lekin, Net Profit 39.55% year-on-year gira, jo ₹26.92 crore par aa gaya. MarketsMOJO ne Whirlpool of India ko 'Sell' rate kiya hai, aur company ke poor long-term net sales growth (7.50% annual increase over five years) aur sluggish operating profit growth (0.55% annual increase) ko reason bataya hai. Stock ki market cap lagbhag ₹10,782 crore hai aur pichhle paanch saalon mein iski sales growth 5.73% rahi hai.
Kwality Walls India: Analyst consensus Q4 FY26 ke liye revenue ₹360 crore ka forecast kar raha hai, jo 5% year-on-year increase hai, aur PAT ₹32 crore estimate kiya gaya hai, jo 14% year-on-year badhotri hai. Q3 FY26 mein revenue ₹342 crore aur PAT ₹28 crore tha.
Market Sentiment aur Outlook
Overall market sentiment cautious bana hua hai, jismein benchmark indices mein fluctuations dikh rahe hain. Geopolitical developments, crude oil prices, aur currency movements aane wale samay mein market ki direction ko influence karenge. Aaj itne saare earnings announcements se stock-specific movements hone ki puri ummeed hai, kyunki investors latest financial performances aur future guidance ko analyze karenge.