Consumer Defensive
Niit Limited (niitltd) Q1 FY ’27: Revenue Up 14%, PAT Surges 85%
NIIT Limited (NIITLTD) announces Q1 FY’27 results with a 14% YoY revenue increase and an 85% surge in PAT.
NIIT Limited (NIITLTD), a leading skills and talent development corporation, announced its financial results for the quarter ended June 30, 2026. The company recorded a net revenue of Rs. 957 million, up 14% year-over-year (YoY). The enterprise business grew 8% YoY, while the consumer business surged 27% YoY. Technology programs continued their strong growth momentum, up 16% YoY. Notably, AI-led revenue contributed 9% to the overall revenue. The company’s profit after tax (PAT) jumped 85% YoY to Rs. 81 million.
Enterprise and Consumer Business Growth
The enterprise business, which contributes 65% of total revenue, grew 8% YoY. The consumer business, contributing 35% of total revenue, recorded a significant 27% growth YoY. This robust performance across both segments underscores NIIT’s diversified growth strategy.
Technology Program Success
Technology programs, which constitute 71% of revenue, achieved revenue of Rs. 680 million, up 16% YoY. This growth was driven by new AI programs launched for IT services companies and global capability centers in India, helping employees build AI capabilities and prepare for emerging AI-led roles.
Looking Ahead
Vijay K Thadani, Vice Chairman & Managing Director, NIIT Limited, said, “We have started FY’27 with strong growth across businesses and a significant improvement in operating performance. The integration of RPS Consulting and IFBI into NIIT further strengthens our enterprise and consumer portfolio and enhances our ability to address the growing demand for AI-led capability building among enterprises.”
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of NIIT Limited
NIIT Limited belongs to the Consumer Defensive › Education & Training Services sector. Here’s a quick read on where the business and the stock stand today.
NIIT rises 38.3% over three months, with buying pressure holding steady. The PEG stands at 13.32 — severely stretched. Any earnings miss could trigger a sharp de-rating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The stock holds at 64% of its 52-week range with RSI at 53. In other words, neither side has a clear edge right now. The stock rises 38.3% in three months. Yet revenue grows at only 4.6% and the PEG stands at 13.32. Either the market prices in a turnaround that has not shown up yet, or this is momentum without substance. Check the next two earnings prints before drawing conclusions. Check Fundamentals of NIIT Limited.
COLPAL
Colgate Palmolive (india) Limited Appoints Ragini Gajaria as Internal Auditor
Colgate Palmolive (India) Limited appoints Ragini Gajaria as Internal Auditor and notes resignations and appointments.
Colgate Palmolive (India) Limited (COLPAL) announced key changes in its management structure on October 22, 2026. The company appointed Ms. Ragini Gajaria as an Internal Auditor, following the recommendation of its Audit Committee. This strategic move aims to bolster the company’s internal audit framework and ensure compliance with regulatory standards.
Internal Auditor Appointment
Ms. Ragini Gajaria’s appointment is effective from October 22, 2026. Her role will be pivotal in overseeing the company’s internal financial controls and compliance processes, thereby enhancing the overall governance structure.
Executive Changes
The board also noted the resignation of Mr. Gunjit Jain, the Executive Vice President – Marketing, effective November 30, 2026. Mr. Jain’s departure is part of his decision to pursue a professional growth opportunity outside the company. Moreover, the company has approved the appointment of Mr. Akash Parekh, currently Senior Director, Marketing – Asia Pacific (APAC), as the new Executive Vice President – Marketing, effective December 1, 2026. This transition is expected to maintain the company’s competitive edge in the market.
Additionally, the board will seek approval from the members for appointing Mr. Manish Anandani as the Managing Director & CEO through a Postal Ballot process. The cut-off date for this process is October 23, 2026. The company has appointed Mr. S. N. Ananthasubramanian or, failing him, Mr. S. N. Viswanathan of M/s. S. N. Ananthasubramanian & Co., Practicing Company Secretaries, as the scrutinizers for conducting the Postal Ballot process.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Colgate Palmolive (India) Limited
Colgate Palmolive (India) Limited belongs to the Consumer Defensive › Household & Personal Products sector. Here’s a quick read on where the business and the stock stand today.
Colgate falls 13.3% over three months and has not found a floor yet. The PEG stands at 4.35 — severely stretched. Any earnings miss could trigger a sharp de-rating. Margins at 21.7% are impressive but need to be sustained — any compression would be a red flag. The stock sits at 9% 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 4.9% 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 Colgate Palmolive (India) Limited.
Consumer Defensive
Marico Limited (marico) Marks International Day of Climate Action with 89.3% Reduction in Operational Emissions Intensity Since FY13
Marico Limited (NSE: MARICO) marks International Day of Climate Action with an 89.3% reduction in operational emissions since FY13.
Marico Limited (NSE: MARICO) today highlighted significant progress in its climate action journey on the occasion of the International Day of Climate Action. Reinforcing its commitment to building a low-carbon future, the company has achieved an 89.3% reduction in Scope 1 and Scope 2 GHG emissions intensity compared to its FY13 baseline and a 29.95% reduction in Scope 3 GHG emissions intensity against its FY19 baseline.
Decarbonisation Efforts
The progress achieved to date has been driven by a combination of increased renewable energy adoption, energy-efficiency measures, process optimisation, and the transition to lower-carbon energy sources across operations. In FY2025-26, renewable energy accounted for 77.3% of Marico’s operational energy consumption, while its Scope 1 and Scope 2 emissions intensity stood at 0.84 tCO₂e per crore of revenue.
Future Goals
As part of its decarbonisation roadmap, Marico is targeting a 93% reduction in Scope 1 and Scope 2 emissions by 2030, compared to its FY13 baseline. Residual emissions will be addressed through carbon sequestration initiatives and verified carbon offsets.
Commenting on the occasion, Amit Bhasin, Chief Legal Officer, Group General Counsel and Secretary, CSR Committee of Marico Limited, said, “Climate action is an integral part of our business strategy and long-term growth agenda. Building a future-ready organisation requires sustainability to be embedded across operations, supply chains and decision-making processes.”
Additional details on Marico’s climate action journey, including its transition pathway, decarbonisation strategy, targets and progress, are available in the Climate Action Report FY2025-26.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Marico Limited
Marico Limited belongs to the Consumer Defensive › Household & Personal Products sector. Here’s a quick read on where the business and the stock stand today.
Marico moves sideways over three months, with neither buyers nor sellers taking control. The PEG stands at 5.08 — severely stretched. Any earnings miss could trigger a sharp de-rating. Revenue grows at 11.8% and profits at 10.6% CAGR. However, that pace does not justify a premium multiple. The stock holds at 43% of its 52-week range with RSI at 41. In other words, neither side has a clear edge right now. Revenue grows at 11.8% 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 Marico Limited.
ABDL
Allied Blenders and Distillers Limited (abdl) Commences Commercial Operations at Malt Distillery in Telangana
Allied Blenders and Distillers Limited (ABDL) announced the commencement of commercial operations at its new malt distillery in Telangana, enhancing its prod.
Allied Blenders and Distillers Limited (ABDL) has announced the commencement of commercial operations at its new malt distillery in Rangapur, Telangana. This greenfield facility, with an approved manufacturing capacity of approximately 4.4 million barrels per annum, marks a significant milestone in expanding ABDL’s domestic production footprint and vertically integrating its core supply chain.
Enhanced Production Capabilities
The new malt distillery will enable ABDL to manufacture malt spirit in-house, providing the company greater control over the important input used in its whisky portfolio. This will help ensure consistent quality and provide a steady, dependable supply of malt spirit as production scales up.
Strategic Backward Integration
Commenting on the commencement, Amar Sinha, Managing Director, ABDL, said, “The start of operations at the malt distillery is an important step at ABDL, this underscores ABDL’s disciplined approach to backward integration and process excellence. Moving critical production inputs in-house enhances operating margins, insulates core brands from market fluctuations, and establishes a robust foundation for next-generation spirits development.”
Rangapur has evolved into the operational anchor of ABDL’s growth story. With grain distillation, PET bottle production, bottling operations, and now with malt distillation, ABDL has created an end-to-end, integrated manufacturing hub. This complete self-reliance provides total control over cost, quality, and supply continuity, while giving the teams the agility and scale to innovate and premiumize with speed.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Allied Blenders and Distillers Limited
Allied Blenders and Distillers Limited belongs to the Consumer Defensive › Beverages – Wineries & Distilleries sector. Here’s a quick read on where the business and the stock stand today.
Allied gains 21.4% over three months and trades near its 52-week highs. The PEG of 0.23 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Thin margins at 5.6% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Buyers show up with 2.0x the volume of sellers. Moreover, they dominated on 19 of recent sessions versus 11 for sellers — a healthy accumulation pattern. Both the business and the stock move in the right direction. Revenue grows at 7.4%, profits at 422.6%, and the PEG sits at 0.23 — below its growth rate. That combination is rare. Check Fundamentals of Allied Blenders and Distillers Limited.
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