Synopsis: Stocks including Amara Raja Energy & Mobility Ltd, JSW Cement Ltd and 3 other stocks have reported robust Q4FY26 earnings, with EPS surging over 100% QoQ, driven by strong profit growth, improved operating performance, and enhanced business efficiency.
India’s corporate earnings season is witnessing a sharp upside surprise, with several companies reporting a strong sequential jump in profitability. A cluster of high-growth names across infrastructure, industrial services, and technology-linked sectors have delivered standout quarterly numbers, with earnings per share (EPS) registering significant expansion on a quarter-on-quarter basis.
The momentum has been particularly visible in capital-intensive and demand-driven segments such as energy, cement, engineering, renewable infrastructure, and financial technology. Improved operating efficiencies, better margin performance, and stronger execution have collectively contributed to a wave of earnings acceleration, highlighting broad-based recovery and selective pockets of high-quality growth across the market.
Cemindia Projects Ltd
Cemindia Projects Limited is a diversified construction and civil engineering contracting company in India, offering end-to-end solutions across complex infrastructure and industrial projects. Its capabilities span maritime structures, transport systems like MRTS, airports, highways, bridges, tunnels, dams, and advanced geotechnical and foundation engineering works. With a market capitalisation of Rs. 19,148 cr, the shares of Cemindia Projects Ltd closed at Rs. 1114.65 cr, down from its previous close of Rs. 1,126.80per share.
It reported a strong quarter-on-quarter performance in Q4FY26. Revenue increased by 28% QoQ to Rs. 2,973 crore from Rs. 2,315 crore in Q3FY26. EBITDA rose sharply by 61% QoQ to Rs. 358 crore compared to Rs. 222 crore in the previous quarter, reflecting improved operating efficiency. Net profit surged 118% QoQ to Rs. 242 crore from Rs. 111 crore, while EPS more than doubled, rising 118% QoQ to Rs. 14.10 from Rs. 6.46.
Suzlon Energy Ltd
Suzlon Energy Ltd is one of India’s leading renewable energy companies and a major player in the wind energy sector. The company specializes in manufacturing wind turbine generators, providing operations and maintenance services, and developing wind energy projects, contributing significantly to India’s clean energy transition. With a market capitalisation of Rs. 75,928 cr, the shares of Suzlon Energy Ltd closed at Rs. 55.36 cr, down from its previous close of Rs. 55.58 per share
It reported a strong quarter-on-quarter performance in Q4FY26. Revenue increased by 30% QoQ to Rs. 5,493 crore from Rs. 4,236 crore in Q3FY26. EBITDA rose 31% QoQ to Rs. 964 crore from Rs. 738 crore. Net profit surged 150% QoQ to Rs. 1,114 crore compared to Rs. 445 crore, while EPS jumped 148.5% QoQ to Rs. 0.82 from Rs. 0.33, reflecting a significant improvement in profitability.
JSW Cement Ltd
JSW Cement Ltd, part of the JSW Group, is one of India’s fastest-growing cement manufacturers. The company produces a wide range of cement products for infrastructure, residential, and commercial construction projects, with a strong focus on sustainability and reducing its carbon footprint through innovative manufacturing processes. With a market capitalisation of Rs. 17,348 cr, the shares of JSW Cement Ltd closed at Rs. 127.25 cr, up from its previous close of Rs. 127.15 per share.
It reported a strong quarter-on-quarter performance in Q4FY26. Revenue increased by 17% QoQ to Rs. 1,895 crore from Rs. 1,621 crore in Q3FY26. EBITDA rose 28% QoQ to Rs. 365 crore from Rs. 285 crore, indicating improved operating margins. Net profit surged 176% QoQ to Rs. 362 crore compared to Rs. 131 crore, while EPS increased 161.5% QoQ to Rs. 2.72 from Rs. 1.04, reflecting a significant improvement in profitability and earnings.
Amara Raja Energy & Mobility Ltd
Amara Raja Energy & Mobility Ltd, formerly known as Amara Raja Batteries, is a leading manufacturer of energy storage solutions in India. The company produces automotive and industrial batteries, lithium-ion battery packs, and energy solutions, serving sectors such as automotive, telecom, power, and mobility.
With a market capitalisation of Rs. 15,611 cr, the shares of Amara Raja Energy & Mobility Ltd closed at Rs. 852.95 cr, down from its previous close of Rs. 859.70 per share.
It reported a stable quarter-on-quarter performance in Q4FY26. Revenue increased by 3% QoQ to Rs. 3,460 crore from Rs. 3,351 crore in Q3FY26. EBITDA rose marginally by 1% QoQ to Rs. 377 crore from Rs. 374 crore. Net profit, however, surged 112% QoQ to Rs. 322 crore compared to Rs. 152 crore, while EPS jumped 112% QoQ to Rs. 17.61 from Rs. 8.29, indicating a significant improvement in profitability during the quarter.
Intellect Design Arena Ltd
Intellect Design Arena Ltd is a global financial technology company that provides digital banking, lending, treasury, insurance, and capital market solutions. Serving banks and financial institutions across multiple countries, the company focuses on helping clients accelerate digital transformation through innovative software platforms and AI-driven technologies. With a market capitalisation of Rs. 10,437 cr, the shares of Intellect Design Arena Ltd closed at Rs. 745.45 cr, up from its previous close of Rs. 733.10 per share.
It reported a strong sequential performance in Q4FY26. Revenue increased by 16% QoQ to Rs. 847 crore from Rs. 731 crore in Q3FY26. EBITDA surged 83% QoQ to Rs. 183 crore from Rs. 100 crore, reflecting a sharp improvement in operating profitability. Net profit jumped 338% QoQ to Rs. 120 crore compared to Rs. 27.4 crore, while EPS rose 322.1% QoQ to Rs. 8.61 from Rs. 2.04, indicating a significant recovery in earnings during the quarter.
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