Q4 FY2026 Result Highlights – Pidilite Industries, PB Fintech, BSE, Titan & Tata Consumer Products -

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Q4 FY2026 Quarterly Result Highlights of Pidilite Industries, PB Fintech, BSE, Titan & Tata Consumer Products

Pidilite Industries reported a strong Q4 FY26 with consolidated net profit jumping 36.6% year-on-year to ₹584 crore, driven by a 13.2–14.1% revenue growth to roughly ₹3,648 crore and strong 15.3% volume growth.
Key Q4 FY26 Performance Highlights:
Net Revenue: Reported at ₹3,648.16 crore, up 13.24% compared to Q4 FY25.
Net Profit (PAT): Rose 36.63% to ₹584.15 crore, supported by lower input costs and strong demand.
Volume Growth: Underlying Volume Growth (UVG) was strong at 15.3%.
Consolidated EBITDA rising 31.7% to ₹833 crore, and improved margins. EBITDA margins expanded to 23.2%–23.3%, up from 20.1%–20.2% in the same quarter last year, reflecting effective cost management
Segment Performance: Consumer and Bazaar (C&B) segment recorded a UVG of 15.4%, while B2B segment UVG was 14.8%.
Growth was driven by continued demand in adhesives, sealants, and waterproofing products (Fevicol, Dr. Fixit)
Share Reaction: Positive

PB Fintech (parent of Policybazaar and Paisabazaar) reported strong Q4 FY26 results, with consolidated net profit rising 54% YoY to ₹261 crore and revenue growing 37% to ₹2,061 crore, driven by robust growth in its insurance business.
The total insurance premium grew 46% to ₹9,217 crore during the quarter.
Key Q4 FY26 Financial Highlights (Consolidated):
Net Profit: ₹261 crore, up 54% year-on-year from ₹170 crore.
Revenue: ₹2,061 crore, a 37% year-on-year increase.
EBITDA: Rose 95% to ₹218 crore (excluding other income), with margins expanding to 10.6%.
Operational Growth: Core new insurance premiums (excluding savings) grew 59% year-on-year, while Paisabazaar’s operating profit turned positive.
Expenses: Total expenses were up 31% to ₹1,888 crore, with employee benefits rising 37.6%.
Full Year FY26 Highlights: Profit: More than doubled to ₹670 crore. Revenue: Increased 37% year-on-year to ₹6,794 crore.
Other Key Developments: SEBI Approval: PB Fintech’s subsidiary, PB Marketing and Consulting, received SEBI approval to operate as a stockbroker in the debt segment on the National Stock Exchange (NSE).
Share Reaction: Neutral

BSE Limited announced stellar Q4 FY26 results, featuring a 61% year-on-year (YoY) surge in consolidated net profit to ₹797.33 crore and an 85% increase in revenue to ₹1,563.51 crore, driven by massive equity derivatives growth. The Board recommended a final dividend of ₹10 per share, with a record date of July 10, 2026.
Key Financial Highlights (Q4 FY26 – Ended March 31, 2026)
Consolidated Net Profit: ₹797.33 crore (up 61% YoY).
Revenue from Operations: ₹1,563.51 crore (up ~85% YoY).
Sequential Growth: Net profit grew 32.4% and revenue rose 25.7% from the preceding quarter (Q3).
Full Year FY26 Performance: Net profit jumped 88% to ₹2,475 crore.
Dividend: Final dividend of ₹10 per share proposed, to be paid on or before September 17, 2026.
Key Drivers & Performance Drivers Transaction Charges: Surged to ₹1,311 crore, the primary driver of income.
Options Volume: High activity in options premium volumes resulted from market share gains against NSE.Share Price: BSE stock hit a 52-week high around the results, significantly outperforming the Sensex.
BSE StAR MF: Revenue rose 24% to ₹285.2 crore, with 84.1 crore total transactions
Consolidated EBITDA reaching ₹1,128.02 crore, representing a 100% YoY increase from ₹563.95 crore in March 2025.
The EBITDA margin expanded significantly to 71.83% (up from 65.5% in the previous year) driven by high derivatives.

Titan Company reported strong Q4 FY26 results on May 8, 2026, with consolidated net profit rising 35% year-on-year (YoY) to ₹1,179 crore and total income jumping 46% to ₹20,300 crore. Growth was primarily driven by a 50% surge in the jewellery business, along with 8% growth in watches.
Key Financial Highlights (Q4 FY26 – Consolidated):
Net Profit: ₹1,179 crore (up 35.4% YoY).Total Income: ₹20,300 crore (up 46% YoY).
Jewellery Division: Recorded an exceptional 50% growth over the previous year.
Watches & Wearables: Income grew 8% YoY to ₹1,222 crore.
Eyecare: Income reached ₹227 crore (up 17% YoY).
Dividend: Recommended ₹15 per share for the fiscal year.
The Tata Group company opened 170 new stores across its different verticals during the quarter, taking its total store count to 3,603.

Share Reaction: Positive

Tata Consumer Products announced strong Q4 FY26 results, featuring a 21.4% year-on-year increase in consolidated net profit to ₹419 crore and an 18% revenue growth to ₹5,434 crore. The performance was driven by growth in India’s foods business, premium beverages, and international operations. The company declared a dividend of ₹10 per share.
Key Highlights for Q4 FY26 (Ended March 31, 2026):
Revenue: ₹5,434 crore, up 18% year-on-year (YoY).
Net Profit: ₹419 crore – ₹424 crore range, marking a 21-22% increase YoY.
EBITDA: Reported a 27.6% surge to ₹792 crore, with margins expanding to 14.6%.Segment Performance: Growth businesses (such as NourishCo, Tata Sampann) grew by 24%, now making up 31% of Indian revenue.
International business grew by 21%.
Dividend: Recommended a dividend of ₹10 per share (1,000%) for FY 2025-26.
Full Year FY26 Performance:Annual Revenue: Crossed ₹20,000 crore (₹20,290 crore), a 15% increase YoY.
Annual Profit: Net profit rose 20% to ₹1,547 crore.
Share Reaction: Positive