Asian Paints posted Q4 revenue of Rs 9,247 cr (+10.6%) and net profit of Rs 1,172 cr (+69.4%), with Ebitda margin at 19.3%. Management guided 8-10% volume growth for FY27 alongside 11%+ price hikes. Jefferies and Macquarie stay Buy; Citi and Goldman Sachs hold Sell despite raising targets.

NDTV Profit · 6/1/2026, 2:12:50 AM

FSN E-Commerce posted Q4 net profit of Rs 78.4 cr vs Rs 20.3 cr YoY on revenue of Rs 2,648 cr (+28.4%). Beauty grew 27%, fashion 40% with maiden EBITDA profitability. Jefferies raised TP to Rs 350; Citi and Macquarie stay bearish. Stock up 4.04% to Rs 281.10, +38% over 12 months.

NDTV Profit · 5/22/2026, 6:43:33 AM

Q4FY26 net profit rose 4.9% to Rs 5,113 cr and EBITDA margin held at 40%, but revenue fell 7% to Rs 16,050 cr. Brokerages flag cigarette tax-hike drag; stock down 29% over 12 months as Jefferies, Citi, Morgan Stanley, JPMorgan and Macquarie stay cautious.

NDTV Profit · 5/22/2026, 5:11:00 AM

Nykaa posted Q4 net profit of Rs 78.4 cr vs Rs 20.3 cr YoY on revenue of Rs 2,648 cr (+28.4%). EBITDA jumped 67% to Rs 223 cr with margin at 8.4%. Fashion turned EBITDA-positive with NSV +42%; beauty NSV +29%. Jefferies hiked TP to Rs 350; Citi (Rs 225) and Macquarie (Rs 210) flagged slowing beauty ad income.

NDTV Profit · 5/22/2026, 3:08:25 AM

ITC posted Q4FY26 net profit of Rs 5,113 crore (+4.9% YoY) on price hikes, even as revenue fell 7% to Rs 16,050 crore. EBITDA margin expanded to 40%. Jefferies trimmed TP to Rs 350 from Rs 400 citing cigarette tax hike risk in Q1FY27; Citi, MS, JPMorgan, Macquarie held ratings with cautious near-term view.

NDTV Profit · 5/22/2026, 3:07:30 AM