Consumer Defensive
Crizac Limited (crizac) Q4 FY26: Record Results with 21% Income Growth and 41% PAT Surge
Crizac Limited reports record FY26 results with 21% total income growth and a 41% surge in PAT, driven by strategic acquisitions and organic growth.
Crizac Limited, a premier global education platform, announced its Q4 FY 26 and FY 26 results today, marking a year of strong progress underpinned by effective execution across organic and inorganic growth initiatives. The company reported total income of ₹10,711 Mn for FY26, reflecting a year-over-year growth of 21.0%.
Milestones Achieved in Q4 FY26
In the fourth quarter of FY26, Crizac Limited achieved a total income of ₹3,986 Mn, registering a growth of 14.7% year-over-year and 39.6% quarter-over-quarter. The company’s earnings before interest, taxes, depreciation, and amortization (EBITDA) for Q4 FY26 stood at ₹939 Mn, growing 42.8% year-over-year, with an EBITDA margin of 24.0%. The profit after tax (PAT) for Q4 FY26 was ₹750 Mn, up 50.3% year-over-year, with a PAT margin of 18.8%. Diluted earnings per share (EPS) stood at ₹4.29 in Q4 FY26.
Milestones Achieved in FY26
For the full fiscal year 2026, Crizac Limited’s total income stood at ₹10,711 Mn, a 21.0% year-over-year growth. EBITDA for FY26 was ₹2,824 Mn, growing 31.0% year-over-year, with an EBITDA margin of 27.1%. The company’s PAT for FY26 was ₹2,191 Mn, up 41.4% year-over-year, with a PAT margin of 20.5%. Diluted EPS for FY26 was ₹12.52, compared to ₹8.86 in FY25. The board declared a dividend of ₹8 per equity share during Q4 FY26, reflecting confidence in the company’s financial strength and continued ability to generate sustainable cash flows.
Commenting on the results, Mr. Vikash Agarwal, Chairman and Managing Director of Crizac Limited, said: “FY26 was a year of strong progress for Crizac Limited, driven by sustained operating momentum across our global education platform. We deepened our footprint across established destination markets while driving meaningful growth in application volumes and agent engagement across Asia, Africa, and other high-potential source regions. Inorganically, this was a year of concentrated strategic activity, with four strategic transactions completed during the year, reflecting our deliberate strategy of using acquisitions to compress timelines for geographic entry and capability build-out. We remain actively engaged in evaluating opportunities across both new and existing geographies, targeting assets that enhance scale, technology, or market access.
Notwithstanding near-term headwinds such as evolving visa policies and geopolitical disruptions, long-term structural demand for quality international education remains strong. We are well-positioned to capture this opportunity through our diversified geographic presence, platform scalability, and continued focus on resilient organic as well as inorganic growth.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Crizac Limited
Crizac Limited belongs to the Consumer Defensive › Education & Training Services sector. Here’s a quick read on where the business and the stock stand today.
Crizac drops 16.7% over three months and trades near its 52-week lows. The PEG of 0.76 signals undervaluation relative to growth. It is a potential re-rating candidate. Revenue grows at 47.7% and profits at 31.2% CAGR. Both numbers are exceptional. The stock sits at 20% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 47.7% and profits at 31.2% CAGR, with D/E of 0.00. Meanwhile, the stock dips 16.7% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Crizac Limited.
BAJAJCON
Bajaj Consumer Care Limited (bajajcon) Appoints Mr. Jitendra Mahajan as Independent Director
Bajaj Consumer Care Limited (BAJAJCON) appoints Mr. Jitendra Mahajan as an Independent Director, enhancing the board’s expertise in FMCG.
Bajaj Consumer Care Limited (BAJAJCON) has announced the appointment of Mr. Jitendra Mahajan as an Independent Director on its Board effective from October 14, 2026. This strategic move aims to leverage Mr. Mahajan’s extensive experience in the FMCG sector to guide the company’s transformational journey.
Experienced FMCG Leader
Mr. Jitendra Mahajan brings over three decades of experience in leading consumer companies such as Marico, Britannia, and Diageo India. His expertise spans enterprise strategy, P&L orientation, governance, transformation, and operational leadership. With a proven track record in driving sustainable profitable growth and large-scale business transformation, Mr. Mahajan’s appointment is poised to bring significant value to Bajaj Consumer Care Limited.
Board Welcomes New Addition
Mr. Kushagra Bajaj, Chairman of Bajaj Consumer Care Limited, expressed his enthusiasm, stating, ‘His expertise in supply chain, logistics, and business operations will be of immense benefit to the Company.’ Similarly, Mr. Naveen Pandey, Managing Director, welcomed Mr. Mahajan, highlighting his leadership and deep expertise in the FMCG sector as instrumental in guiding the company’s future endeavors.
As Mr. Mahajan embarks on this new role, the board looks forward to his contributions in governance, strategy, and long-term value creation for all stakeholders.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Bajaj Consumer Care Limited
Bajaj Consumer Care Limited belongs to the Consumer Defensive › Household & Personal Products sector. Here’s a quick read on where the business and the stock stand today.
Bajaj falls 10.9% over three months and has not found a floor yet. The PEG of 2.25 makes it expensive versus peers. The premium needs earnings to catch up quickly. No meaningful dividend — total return is entirely dependent on capital appreciation. The stock holds at 50% of its 52-week range with RSI at 41. In other words, neither side has a clear edge right now. Revenue grows at 6.7% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of Bajaj Consumer Care Limited.
Consumer Defensive
Heritage Foods Limited (NSE: Heritgfood) Reports 19% Yoy Revenue Growth; Ebitda Margin Recovers 98 Bps Qoq to 5.6% in Q2 FY27
Heritage Foods Limited (NSE: HERITGFOOD) announced its Q2 FY27 results with 19% YoY revenue growth and a 98 bps QoQ recovery in EBITDA margin.
Heritage Foods Limited (NSE: HERITGFOOD), a leading dairy company, announced its financial results for the quarter and half year ended September 30, 2026, showcasing robust performance despite industry-wide milk inflation. The company reported a 19% year-on-year revenue growth to INR 13,196 million in Q2 FY27, driven by strong value-added product (VAP) growth and higher product realizations.
Volume Growth Amid Supply Constraints
The company reinforced its milk procurement network, achieving a 7% YoY growth in milk procurement volumes in Q2 FY27 and 4% in H1 FY27. Despite monsoon-related supply constraints, the company intensified village-level outreach to strengthen milk availability and farmer engagement.
Strong Consumer Franchise
Heritage Foods’ consumer franchise drove both volume and value growth. Milk revenue grew 8.5% YoY in Q2 FY27, supported by a 2.5% volume growth and calibrated consumer price increases. The average milk realization improved 6% YoY to INR 60.34 per litre. VAP categories delivered strong, broad-based growth, with Lassi (+91%), Ice Cream (+81%), Buttermilk (+66%), Paneer (+38%), and Curd (+26%) leading the charge.
Consolidated Financial Performance
The consolidated financial performance for Q2 FY27 showed revenue of INR 13,196 million, EBITDA of INR 740 million, and PAT of INR 309 million, marking a 19% YoY revenue growth, 20% YoY EBITDA, and 39% YoY PAT. The EBITDA margin improved to 5.6%, reflecting a 98 bps QoQ recovery. The company remains confident in its ability to drive sustainable margin improvement through continued premiumisation, tight cost control measures, and disciplined execution.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Heritage Foods Limited
Heritage Foods Limited belongs to the Consumer Defensive › Packaged Foods sector. Here’s a quick read on where the business and the stock stand today.
Heritage posts a 23.6% three-month gain, but softens in the last few weeks. The PEG of 0.76 signals undervaluation relative to growth. It is a potential re-rating candidate. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Buyers show up with 3.5x the volume of sellers. Moreover, they dominated on 16 of recent sessions versus 14 for sellers — a healthy accumulation pattern. The stock rises 23.6% in three months on 11.8% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Heritage Foods Limited.
Consumer Defensive
Nestle India Limited (nestleind) Q2 FY27: Revenue Surges 22% Yoy, Profit Up 21%
Nestle India Limited (NESTLEIND) reports a 22% YoY revenue surge and a 21% profit increase for Q2 FY27.
Nestle India Limited (NESTLEIND) has announced its un-audited standalone financial results for the quarter ended 30th September 2026, revealing a robust performance with a 22% year-on-year (YoY) increase in revenue and a 21% rise in profit for Q2 FY27. The company’s strong performance is driven by its diverse portfolio and strategic initiatives aimed at enhancing market share and operational efficiency.
Revenue and Profit Growth
The company reported a revenue of ₹65,147.4 crore for Q2 FY27, up from ₹53,414.4 crore in the same period last year. Profit before exceptional items and tax (PBIT) stood at ₹22,118.7 crore, reflecting a 21% increase compared to ₹18,271.9 crore in the previous year. The earnings per share (EPS) for the quarter were ₹5.32, showcasing a significant improvement from ₹4.36 in the corresponding quarter of FY26.
Operational Highlights
Nestle India Limited’s operational highlights include a notable increase in domestic sales and export sales, contributing to the overall revenue growth. The company’s focus on innovation and sustainability has also played a crucial role in its financial performance. Moreover, effective cost management and strategic investments in key areas have bolstered the company’s profitability.
Looking Ahead
As Nestle India Limited continues to leverage its strong brand portfolio and operational excellence, the company is well-positioned to navigate future challenges and capitalize on emerging opportunities in the market. With a commitment to delivering value to its stakeholders, Nestle India Limited is set to maintain its growth trajectory in the coming quarters.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Nestle India Limited
Nestle India Limited belongs to the Consumer Defensive › Packaged Foods sector. Here’s a quick read on where the business and the stock stand today.
Nestle posts a 12.7% three-month gain, but softens in the last few weeks. The PEG reaches 3.33. The stock trades on brand and index weight, not on growth. The business compounds revenue at 17.0% and profits at 23.1% CAGR. That is strong double-digit growth on both counts. The stock gives back 5.6% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. The business grows revenue at 17.0% and profits at 23.1%, with D/E of 0.09. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 3.33 premium is usually justified. Check Fundamentals of Nestle India Limited.
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