Arthneeti

Q4 FY26 Results Scorecard (2026)

1746 companies have reported and been analysed; 541 of them have a call transcript, which is what the signals below are read from. As of 30 Oct 2026. All Q4 FY26 results →

Signals are what management said on the call, not reported results. Updated as more companies report. Research, not investment advice.

The season so far

  • 94%

    of companies guided revenue growth of 10% or more

    506 of 540 that discussed it

  • 26%

    of companies guided higher margins

    141 of 535 that discussed it

  • 2%

    of companies guided lower margins

    12 of 535 that discussed it

  • 94%

    of companies said new capex is planned

    480 of 513 that discussed it

  • 91%

    of companies reported a rising order book

    242 of 266 that discussed it

Percentages are of 541 companies analysed so far, counting only those that addressed the topic on the call. Companies that did not are left out of that base.

Revenue outlook

Revenue growth management guided on the call. Base: 540 companies that discussed it.

  • Strong growth15% · 79
  • Good growth41% · 220
  • Moderate growth38% · 207
  • Slow growth6% · 33
  • Revenue decline0% · 1

Margins

Margin change management guided on the call. Base: 535 companies that discussed it.

  • Margins up12% · 65
  • Margins slightly up14% · 76
  • Margins steady71% · 382
  • Margins slightly down2% · 12
  • Margins down0% · 0

Capex

Whether management said new capital investment is planned. Base: 513 companies that discussed it.

  • Capex planned94% · 480
  • No capex planned6% · 33

Order book

Whether management reported a rising order book. Base: 266 companies that discussed it.

  • Order book rising91% · 242
  • Order book flat9% · 24

By sector

Sectors with at least 5 companies analysed. Each percentage is of that sector's companies that discussed the topic.

  • Industrial Products (62)10%+ revenue growth100% (62/62)Margins up36% (22/61)Margins down0% (0/61)Capex planned92% (57/62)Order book rising83% (30/36)
  • Consumer Durables (31)10%+ revenue growth94% (29/31)Margins up35% (11/31)Margins down6% (2/31)Capex planned97% (29/30)Order book rising100% (11/11)
  • Pharmaceuticals & Biotechnology (29)10%+ revenue growth97% (28/29)Margins up38% (11/29)Margins down3% (1/29)Capex planned96% (27/28)Order book rising100% (11/11)
  • Industrial Manufacturing (28)10%+ revenue growth100% (28/28)Margins up29% (8/28)Margins down0% (0/28)Capex planned96% (26/27)Order book rising91% (21/23)
  • Construction (24)10%+ revenue growth96% (23/24)Margins up38% (9/24)Margins down0% (0/24)Capex planned100% (24/24)Order book rising87% (20/23)
  • Electrical Equipment (24)10%+ revenue growth100% (23/23)Margins up17% (4/24)Margins down4% (1/24)Capex planned96% (22/23)Order book rising100% (20/20)
  • Auto Components (22)10%+ revenue growth95% (21/22)Margins up18% (4/22)Margins down5% (1/22)Capex planned100% (21/21)Order book rising94% (15/16)
  • Chemicals & Petrochemicals (22)10%+ revenue growth77% (17/22)Margins up23% (5/22)Margins down0% (0/22)Capex planned85% (17/20)Order book rising100% (5/5)
  • Finance (22)10%+ revenue growth100% (22/22)Margins up19% (4/21)Margins down5% (1/21)Capex planned88% (15/17)Order book rising89% (8/9)
  • IT - Software (17)10%+ revenue growth88% (15/17)Margins up24% (4/17)Margins down0% (0/17)Capex planned93% (14/15)Order book rising90% (9/10)
  • Textiles & Apparels (17)10%+ revenue growth100% (17/17)Margins up41% (7/17)Margins down6% (1/17)Capex planned94% (16/17)Order book rising100% (6/6)
  • Commercial Services & Supplies (12)10%+ revenue growth100% (12/12)Margins up17% (2/12)Margins down0% (0/12)Capex planned100% (11/11)Order book rising71% (5/7)
  • Food Products (12)10%+ revenue growth92% (11/12)Margins up25% (3/12)Margins down8% (1/12)Capex planned83% (10/12)Order book rising0% (0/1)
  • Other Utilities (12)10%+ revenue growth100% (12/12)Margins up17% (2/12)Margins down8% (1/12)Capex planned82% (9/11)Order book rising82% (9/11)
  • IT - Services (11)10%+ revenue growth100% (11/11)Margins up50% (5/10)Margins down0% (0/10)Capex planned100% (10/10)Order book rising100% (6/6)
  • Realty (11)10%+ revenue growth100% (11/11)Margins up9% (1/11)Margins down0% (0/11)Capex planned100% (11/11)Order book rising100% (8/8)
  • Transport Services (11)10%+ revenue growth64% (7/11)Margins up18% (2/11)Margins down0% (0/11)Capex planned90% (9/10)Order book rising100% (2/2)
  • Agricultural Food & other Products (9)10%+ revenue growth89% (8/9)Margins up22% (2/9)Margins down0% (0/9)Capex planned62% (5/8)Order book rising100% (1/1)
  • Healthcare Services (9)10%+ revenue growth89% (8/9)Margins up12% (1/8)Margins down12% (1/8)Capex planned100% (9/9)Order book risingn/a (0/0)
  • Media (9)10%+ revenue growth89% (8/9)Margins up25% (2/8)Margins down0% (0/8)Capex planned89% (8/9)Order book rising100% (3/3)
  • Aerospace & Defense (8)10%+ revenue growth100% (8/8)Margins up50% (4/8)Margins down0% (0/8)Capex planned100% (8/8)Order book rising88% (7/8)
  • Leisure Services (8)10%+ revenue growth88% (7/8)Margins up0% (0/8)Margins down0% (0/8)Capex planned100% (8/8)Order book rising100% (5/5)
  • Power (8)10%+ revenue growth100% (8/8)Margins up14% (1/7)Margins down0% (0/7)Capex planned100% (8/8)Order book rising75% (3/4)
  • Retailing (8)10%+ revenue growth88% (7/8)Margins up25% (2/8)Margins down0% (0/8)Capex planned100% (8/8)Order book risingn/a (0/0)
  • Automobiles (5)10%+ revenue growth80% (4/5)Margins up0% (0/5)Margins down0% (0/5)Capex planned100% (5/5)Order book rising67% (2/3)
  • Entertainment (5)10%+ revenue growth80% (4/5)Margins up0% (0/5)Margins down0% (0/5)Capex planned100% (4/4)Order book rising75% (3/4)
  • Fertilizers & Agrochemicals (5)10%+ revenue growth80% (4/5)Margins up20% (1/5)Margins down0% (0/5)Capex planned100% (5/5)Order book risingn/a (0/0)
  • Personal Products (5)10%+ revenue growth80% (4/5)Margins up20% (1/5)Margins down0% (0/5)Capex planned67% (2/3)Order book rising100% (1/1)
  • Transport Infrastructure (5)10%+ revenue growth60% (3/5)Margins up0% (0/5)Margins down0% (0/5)Capex planned100% (4/4)Order book risingn/a (0/0)

Largest companies by signal

Ranked by market cap among the 541 companies analysed. Each links to its full results page.

Largest companies guiding 10%+ revenue growth

  1. Kotak Mah. Bank · Banks
  2. Maruti Suzuki India Ltd · Automobiles
  3. Adani Enterprises Ltd · Metals & Minerals Trading
  4. Hindustan Aeronautics Ltd · Aerospace & Defense
  5. Tata Steel Ltd · Ferrous Metals

Largest companies guiding higher margins

  1. Tata Steel Ltd · Ferrous Metals
  2. Apollo Hospitals Enterprise Ltd · Healthcare Services
  3. Tata Communications Ltd · Telecom - Services
  4. J B Chemicals & Pharmaceuticals Ltd · Pharmaceuticals & Biotechnology
  5. Brookfield India Real Estate Trust

Largest companies reporting a rising order book

  1. Maruti Suzuki India Ltd · Automobiles
  2. Hindustan Aeronautics Ltd · Aerospace & Defense
  3. Solar Industries · Chemicals & Petrochemicals
  4. Hyundai Motor India Ltd · Automobiles
  5. A B B · Electrical Equipment

How this is counted

We count the 1746 Q4 FY26 results pages on our results hub. 541 of them have a call transcript, from which each page records what management guided on revenue growth and margins, and whether capex and an order book were discussed. Pages built from an investor presentation alone are counted in the 1746 but not in the percentages. These are management statements as summarised with AI and checked against the filing, not audited results.

Cite this data

Free to quote with a link back. Numbers are of 541 companies analysed so far, as of 30 Oct 2026.

Source: Arthneeti Q4 FY26 Results Scorecard, arthneeti.com/earnings/q4-fy26/scorecard