Synopsis: Six large-cap companies reported strong Q4 FY26 results with revenue growth up to 312 percent and profit growth up to 426 percent, driven by demand and margin expansion.
Large-cap companies often represent stable businesses with strong balance sheets and consistent earnings visibility. In Q4 FY26, several of these firms delivered strong financial performance driven by improving demand conditions, operational efficiency, and sector-specific growth momentum across infrastructure, power, mining, and financial services.
The latest quarterly results highlight improving revenue trends, better profitability, and in some cases strong turnaround performance. These companies also benefited from capacity expansion, strong execution, and sustained domestic demand, making them key largecap stocks to watch going ahead. Here are the large cap stok that gave exceptional result in Q4
Lloyds Metals & Energy Ltd
Lloyds Metals & Energy Ltd operates in iron ore mining, pellets and sponge iron production, mainly in Maharashtra. The company is expanding its integrated steel-linked operations with focus on beneficiation and logistics strength. Growth is supported by strong domestic steel demand and infrastructure-led commodity consumption trends in India.
QoQ: The revenue from operations sequential growth stood at 28 percent to Rs 4,913 crore in Q4 FY26 from Rs 3,840 crore in Q3 FY26, while EBITDA sequentially increased by 26 percent to Rs 1,614 crore in Q4 FY26 from Rs 1,280 crore in Q3 FY26. This was matched by a sequential net profit increase of 20 percent to Rs 1,066 crore in Q4 FY26 from Rs 889 crore in Q3 FY26, resulting in a sequential EPS upward move of 16 percent to Rs 18.93 per share in Q4 FY26 from Rs 16.32 per share in Q3 FY26.
The revenue from operations grew by 312 percent to Rs 4,913 crore in Q4 FY26 from Rs 1,193 crore in Q4 FY25, and EBITDA grew by 518 percent to Rs 1,614 crore in Q4 FY26 from Rs 261 crore in Q4 FY25. This was accompanied by a net profit growth of 426 percent to Rs 1,066 crore in Q4 FY26 from Rs 202 crore in Q4 FY25, resulting in an EPS growth of 389 percent to Rs 18.93 per share in Q4 FY26 from Rs 3.87 per share in Q4 FY25.
GMR Airports Ltd
GMR Airports Ltd is engaged in developing, operating, and managing airport infrastructure, including key assets like Delhi and Hyderabad airports. It earns from aeronautical and non-aeronautical revenues. The company is focused on capacity expansion, passenger traffic growth, and strengthening its domestic and international airport portfolio through long-term concessions.
QoQ: The revenue from operations sequential change stood at a decline of 1.4 percent to Rs 3,938 crore in Q4 FY26 from Rs 3,994 crore in Q3 FY26, while EBITDA sequentially decreased by 15 percent to Rs 1,445 crore in Q4 FY26 from Rs 1,701 crore in Q3 FY26. However, net profit experienced a sequential increase of 130 percent to Rs 400 crore in Q4 FY26 from Rs 174 crore in Q3 FY26, resulting in a sequential EPS upward move of 142 percent to Rs 0.29 per share in Q4 FY26 from Rs 0.12 per share in Q3 FY26.
YoY: The revenue from operations grew by 38 percent to Rs 3,938 crore in Q4 FY26 from Rs 2,863 crore in Q4 FY25, and EBITDA grew by 43 percent to Rs 1,445 crore in Q4 FY26 from Rs 1,009 crore in Q4 FY25. This was accompanied by a turnaround in net profit, which grew to Rs 400 crore in Q4 FY26 from a loss of Rs 253 crore in Q4 FY25, resulting in an EPS growth of Rs 0.29 per share in Q4 FY26 from a negative Rs 0.23 per share in Q4 FY25.
Billionbrains Garage Ventures Ltd
Billionbrains Garage Ventures Ltd is the parent company of Groww, a digital investment platform offering equities, mutual funds, ETFs, and financial planning tools. It follows a tech-driven model focused on simplifying investing for retail users. Growth is driven by strong user acquisition, product expansion, and digital-first financial services adoption.
QoQ: The revenue from operations sequential growth stood at 23.8 percent to Rs 1,505 crore in Q4 FY26 from Rs 1,216 crore in Q3 FY26, while EBITDA sequentially increased by 30.3 percent to Rs 938 crore in Q4 FY26 from Rs 720 crore in Q3 FY26. This was matched by a sequential net profit increase of 25.4 percent to Rs 686 crore in Q4 FY26 from Rs 547 crore in Q3 FY26, resulting in a sequential EPS upward move of 22.5 percent to Rs 1.09 per share in Q4 FY26 from Rs 0.89 per share in Q3 FY26.
YoY: The revenue from operations grew by 88 percent to Rs 1,505 crore in Q4 FY26 from Rs 801 crore in Q4 FY25, and EBITDA grew by 142 percent to Rs 938 crore in Q4 FY26 from Rs 388 crore in Q4 FY25. This was accompanied by a net profit growth of 122 percent to Rs 686 crore in Q4 FY26 from Rs 309 crore in Q4 FY25. Due to changes in capital structure or share count, this resulted in an EPS decrease of 36 percent to Rs 1.09 per share in Q4 FY26 from Rs 1.69 per share in Q4 FY25
GE Vernova T&D India Ltd
GE Vernova T&D India Ltd manufactures power transmission and distribution equipment such as transformers, switchgear, and grid solutions. The company supports utilities and industrial customers with technologies enabling grid modernization and renewable energy integration. It benefits from India’s rising electricity demand and long-term investments in power infrastructure upgrades.
QoQ: The revenue from operations sequential change stood at a decline of approximately 3.8 percent to Rs 1,637 crore in Q4 FY26 from Rs 1,701 crore in Q3 FY26, while EBITDA sequentially decreased by 2.2 percent to Rs 445 crore in Q4 FY26 from Rs 455 crore in Q3 FY26. However, the company recorded a sequential net profit increase of 21 percent to Rs 352 crore in Q4 FY26 from Rs 291 crore in Q3 FY26, resulting in a sequential EPS upward move of 21 percent to Rs 13.74 per share in Q4 FY26 from Rs 11.36 per share in Q3 FY26.
YoY: The revenue from operations grew by 42 percent to Rs 1,637 crore in Q4 FY26 from Rs 1,153 crore in Q4 FY25, and EBITDA grew by 76 percent to Rs 445 crore in Q4 FY26 from Rs 252 crore in Q4 FY25. This was accompanied by a net profit growth of 89.2 percent to Rs 352 crore in Q4 FY26 from Rs 186 crore in Q4 FY25, resulting in an EPS growth of 89 percent to Rs 13.74 per share in Q4 FY26 from Rs 7.28 per share in Q4 FY25.
Hitachi Energy India Ltd
Hitachi Energy India Ltd provides advanced solutions in power transmission, distribution, and grid automation. Its portfolio includes HVDC systems, transformers, and digital grid technologies. The company plays a key role in energy transition by enabling renewable integration and improving grid reliability across India’s evolving power infrastructure landscape.
QoQ: The revenue from operations sequential growth stood at 32.3 percent to Rs 2,754 crore in Q4 FY26 from Rs 2,082 crore in Q3 FY26, while EBITDA sequentially increased by 20.6 percent to Rs 416 crore in Q4 FY26 from Rs 345 crore in Q3 FY26. This was matched by a sequential net profit increase of 26.4 percent to Rs 330 crore in Q4 FY26 from Rs 261 crore in Q3 FY26, resulting in a sequential EPS upward move of 26.4 percent to Rs 74.14 per share in Q4 FY26 from Rs 58.65 per share in Q3 FY26.
YoY: The revenue from operations grew by 46 percent to Rs 2,754 crore in Q4 FY26 from Rs 1,884 crore in Q4 FY25, and EBITDA grew by 75 percent to Rs 416 crore in Q4 FY26 from Rs 238 crore in Q4 FY25. This was accompanied by a net profit growth of 80 percent to Rs 330 crore in Q4 FY26 from Rs 184 crore in Q4 FY25, resulting in an EPS growth of 80 percent to Rs 74.14 per share in Q4 FY26 from Rs 41.26 per share in Q4 FY25.
Solar Industries India Ltd
Solar Industries India Ltd is a major manufacturer of industrial explosives, detonators, and defence-grade munitions. It serves mining, infrastructure, and construction sectors while expanding in defence and specialty chemicals. The company benefits from strong domestic demand and increasing global presence in high-energy materials and explosives solutions.
QoQ: The revenue from operations sequential growth stood at 19.8 percent to Rs 3,053 crore in Q4 FY26 from Rs 2,548 crore in Q3 FY26, while EBITDA sequentially increased by 16.7 percent to Rs 826 crore in Q4 FY26 from Rs 708 crore in Q3 FY26. This was matched by a sequential net profit increase of 19.1 percent to Rs 556 crore in Q4 FY26 from Rs 467 crore in Q3 FY26, resulting in a sequential EPS upward move of 22.7 percent to Rs 60.52 per share in Q4 FY26 from Rs 49.31 per share in Q3 FY26.
YoY: The revenue from operations grew by 41 percent to Rs 3,053 crore in Q4 FY26 from Rs 2,167 crore in Q4 FY25, and EBITDA grew by 54 percent to Rs 826 crore in Q4 FY26 from Rs 537 crore in Q4 FY25. This was accompanied by a net profit growth of 60.7 percent to Rs 556 crore in Q4 FY26 from Rs 346 crore in Q4 FY25, resulting in an EPS growth of 70 percent to Rs 60.52 per share in Q4 FY26 from Rs 35.61 per share in Q4 FY25.
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