Delhivery reported a near-flat consolidated net profit of ₹72.4 crore for Q4 FY26, compared with ₹72.5 crore in the year-ago quarter. Revenue climbed 30% to ₹2,850 crore from ₹2,191.6 crore, while total income reached ₹2,909.4 crore including other income of ₹59.4 crore. On a sequential basis, profit rose sharply 83.3%. However, total expenses also grew 26.9% to ₹2,853.1 crore, keeping profitability muted.
Mobavenue AI Tech delivered a strong Q4 FY26, with PAT jumping 60% to ₹8.4 Cr and operating revenue rising 42% YoY to ₹62.6 Cr. The gains came even as total expenses climbed 40% YoY to ₹51.5 Cr, led by supply and data costs that surged about 50% to ₹36.4 Cr. For FY26, PAT more than tripled to ₹29.3 Cr and revenue surged 152% YoY to ₹218.5 Cr, supported by direct advertiser demand.
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In a first podcast appearance, Anthropic CFO Krishna Rao lays out how the AI lab scaled from about $250M in run-rate revenue two years ago to roughly $30B by early 2026—driven by a ruthless “compute” strategy. He describes long-horizon planning, multi-vendor chip bets across Trainium, TPUs, and GPUs, and why interpretability and safety research is now boosting enterprise trust and retention.
Mid-tier IT services firms are outpacing larger rivals, posting 7–28% year-on-year revenue growth in constant currency in the March quarter. Coforge, Persistent Systems, Mphasis and LTM gained as they stayed focused on specific growth pockets like cloud engineering, AI-led modernization and BFSI. Meanwhile Infosys and HCLTech lagged, and TCS and Wipro reported declines. Analysts credit leaner structures, senior talent closer to clients, outcome-based pricing and greater flexibility—though some growth may come with short-term margin tradeoffs.
Shadowfax reported a consolidated net profit of ₹55.8 crore in Q4 FY26, reversing a ₹9.9 crore loss in the year-ago quarter. Revenue from operations jumped 73.6% YoY to ₹1,237 crore, with total income at ₹1,242.6 crore. Costs also rose 64.2%, but profit still grew nearly 60% sequentially.
Fintech SaaS company Zaggle reported a 30.4 percent YoY jump in consolidated net profit to Rs 40.6 crore for Q4 FY26. Revenue from operations surged 49.9 percent YoY to Rs 617.9 crore, with total income at Rs 626.3 crore. Costs also climbed sharply, up 49.6 percent YoY, even as profit grew sequentially by 9.4 percent.
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Bharti Airtel reported Q4 FY26 consolidated net profit of Rs 7,325 crore, down 34% year-on-year, even as revenue grew 16% to Rs 55,383 crore. The telecom firm recommended a final dividend of Rs 24 per share and pointed to strong performance across India and Africa, while also investing in digital lending and AI initiatives.
Tata Motors Commercial Vehicle division reported a strong Q4 showing, with standalone net profit rising 70% year over year to Rs 2,406 crore. Revenue also increased 22% in the March-ended quarter, signaling improved demand and operating performance. The results highlight how the CV business is accelerating even as broader market conditions remain mixed.
Sri Lotus Developers and Realty Ltd posted an 11% rise in consolidated net profit to Rs 95.57 crore for the quarter ended March. Revenue surged to Rs 322.03 crore in Q4. For FY 2025-26, net profit grew to Rs 237.08 crore, while total income increased to Rs 818.71 crore, signaling stronger momentum across the year.
NODWIN Gaming posted consolidated revenue of INR 658 crore in FY26, up 25% organically year-on-year, and reported an EBITDA profit of INR 21 crore after an EBITDA loss of INR 14 crore in FY25. The turnaround followed portfolio restructuring, including de-consolidating Freaks4U, alongside stronger live, content and IP performance as the company accelerates IPO readiness.
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Neuland Laboratories shares surged about 7% after the company delivered a blockbuster Q4. Profit leapt seven-fold year-on-year while revenue doubled, pointing to strong momentum across its key segments. Management said the results reflect broad business strength and highlighted continued investments and strategic moves to support future growth. Investors reacted positively to the jump in earnings power.
Fractal is betting big on enterprise AI even as weak TMT demand drags part of its business. The analytics firm says banking and life sciences are surging, with growth of 40% and 80% respectively, while overall revenue still rose 19%. Client retention averages 112%, pointing to sticky partnerships and continued AI adoption.
MTAR Technologies’ March-quarter earnings surged more than 200% to Rs 44 crore, driven by 67% revenue growth and better operating efficiency. The precision engineering firm saw higher product sales alongside expanding demand across clean energy, aerospace, defence, and strategic manufacturing. The results signal strong momentum as profitability improved alongside top-line growth.
Tata Technologies says customers are committing to fresh product cycles, helping strengthen loyalty and accelerating demand. The company is ramping up investments in automotive and industrial segments after securing a key vehicle development contract. It expects double-digit revenue growth this fiscal year, signaling stronger execution and tighter alignment with customer timelines across new launches.
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UPL Limited reported an 18% jump in revenue last quarter as global demand for crop protection products recovered. The company’s seeds business also grew strongly, helping drive an 11% increase in annual revenue. Fourth-quarter net profit rose, while strong cash flows further strengthened its balance sheet. Management says business conditions are improving.
The Department of Posts aims for a Rs 4,000 crore revenue increase this year, building on a Rs 2,100 crore rise in the previous fiscal year. Officials say post offices are being reshaped into profit centers, with operational changes like 24-hour delivery and longer hours, alongside tighter accountability and performance monitoring to sustain growth.
Urban Company reported a wider Q4FY26 net loss of Rs 161 crore despite a sharp 43% year-on-year revenue jump and record net transacting value. While international operations and core consumer services stayed profitable, the company’s overall losses increased. InstaHelp also posted strong quarter momentum with higher orders and NTV, keeping investors watching the cost trend closely.
Urban Company reported a Q4FY26 revenue from operations surge of 43% year-on-year, yet its losses ballooned 57 times to Rs 161 crore. The earnings update highlights how growth in top-line hasn’t translated into improved profitability, raising fresh questions about cost control and unit economics even as demand appears resilient.
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Swiggy says its FY26 Q4 loss narrowed to Rs 800 crore, down from Rs 1081 crore a year earlier. The company also reported a 45% year-on-year revenue jump, signaling improving demand. While the turnaround looks encouraging, the next question for investors is whether growth can translate into healthier profitability going forward.
ArisInfra Solutions turned profitable in Q4 FY26 with consolidated net profit of ₹21.7 crore, reversing last year’s loss of ₹51.2 lakh. Operating revenue surged 55.3% to ₹343.4 crore year over year. Sequentially, profit rose 18.6% as revenue climbed 26.8%, though expenses also jumped 43.7% to ₹320.7 crore.
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