May 14, 2026
FY27 loan growth guided at 22–25% with ROA target 3+
Northern Arc Capital Limited — Q4 FY26 Earnings Call (held May 8, 2026; quarter/year ended Mar 31, 2026) 1. Overall Tone of Management: Optimistic Management repeatedly...
Indian Company Investor Calls
Summaries of publicly held calls between investors and listed Indian companies
May 14, 2026
Raymond Targets FY27 Consolidation After Recovery
Raymond Lifestyle Limited — Q4 FY26 & FY26 Earnings Call (May 7, 2026) 1. Overall Tone of Management: Optimistic Management frames FY26 as “a year of...
May 14, 2026
Patel Integrated Targets 15%+ ROCE via Asset-Light Rajpat Logistics
Patel Integrated Logistics Limited — Q4 FY26 Earnings Call (May 13, 2026) 1. Overall Tone of Management: Optimistic Management repeatedly emphasizes “strong execution,” “significant improvement in...
May 14, 2026
Paisalo’s 6.5% NIM Target and AI-Driven Profit Surge
Paisalo Digital Limited — Q4 & FY2026 Earnings Call (ended Mar 31, 2026) 1. Overall Tone of Management: Optimistic Management repeatedly frames the year/quarter as a...
May 14, 2026
Cera Targets FY27 Margin as Discounts Ease Gradually
Cera Sanitaryware Limited — Q4 & FY26 Earnings Call (May 09, 2026) 1. Overall Tone of Management: Optimistic Management repeatedly frames the quarter as “improved performance”...
May 14, 2026
Bank of Baroda Upsizes Loan Growth to 12–14%
Bank of Baroda — Q4 & FY25-26 (Quarter ended 31 Mar 2026; call held 8 May 2026) 1. Overall Tone of Management: Optimistic Management repeatedly highlights...
May 14, 2026
IHCL Targets INR 1,000–1,200cr Capex Amid West Asia Hit
The Indian Hotels Company Limited (IHCL) — Q4 & FY ended Mar 31, 2026 (FY26) | Earnings Call (May 11, 2026) 1. Overall Tone of Management...
May 14, 2026
Swiggy Targets Quick Commerce Breakeven Without Buying Growth
Swiggy Limited — Q4 FY26 Earnings Call (held May 8, 2026) 1. Overall Tone of Management: Optimistic Management repeatedly emphasizes “early signs… very, very encouraging” (Noice...
May 14, 2026
IOB’s ₹1,750cr ECL buffer and NIM guidance
Indian Overseas Bank (IOB) — Q4 FY2026 Analyst Meet (held 08-May-2026) 1. Overall Tone of Management: Optimistic Management repeatedly emphasizes “fantastic”/“mind-blowing” results and “consistent bank, consistent...
May 14, 2026
Fractal’s pivot to output/outcome deals drives margin expansion
Fractal Analytics Limited — Q4 & FY2026 Earnings Call (ended Mar 31, 2026) | May 12, 2026 1. Overall Tone of Management: Optimistic Management repeatedly frames...