AU Small Finance Bank: Guidance - The bank expects its cost-to-assets ratio to decline to below 4% in the current financial year, with a long-term aspiration of around 3.5% within three to five years, significantly aided by technology and AI. - Concall Update

AU Small Finance Bank: Guidance - For credit costs, management advises analysts to build estimates around 90 basis points for the next year, cautioning against using the seasonally strong Q4 FY26 figure of 60 basis points as a benchmark. - Concall Update

AU Small Finance Bank: Guidance - Management aims to maintain the Q4 FY26 Return on Assets (ROA) of 1.8% on a full-year basis for the next year, driven by continued improvements in the OpEx to assets ratio and lower credit costs. - Concall Update

ITC: Plans To Increase The Production Capacity Of Its Luxury Chocolate Brand Fabelle Over The Next 15-18 Months - BL

SBI Life: Reports Improved Premium Growth Rate in April, Says CEO Amit Jhingran - BL

Kirloskar Pneumatic: Confident In Aiming For Over 20% Growth This Financial Year And Sustaining It Long-Term For Revenue And Profits. Expected EBITDA Margin Is 18% To 20%, With Last Year’s Higher Margin Seen As An Exception.

Kirloskar Pneumatic: Co's New Products Aiming For 10%-15% Of Sales Growth. ₹1,300 Cr From ₹1,863 Cr Order Book Expected To Be Executed In FY27. Precision Engineering Division To Be A Reportable Segment Starting Q1 FY27.

Kirloskar Pneumatic: Company Aims for Sustainable EBITDA Margin of 18% to 20% and Highlights FY26 High Margins as an Exception. It Is Intensifying Focus on Equipment Business, Targeting 20% to 25% of Overall Business, With Shorter Execution Cycle of 4 to 12 Weeks.

Hindustan Zinc: Co CEO Aims to Add 3 New Rare Earth Metals in 5 Years Through Exploration of 10 Mineral Blocks - BL

Bajaj Housing Finance: Morgan Stanley on Bajaj Housing Finance No target price given; positive stance as strong growth outlook (~2x industry), stable-to-slightly compressing NIM (~3.8%) amid competition, improving asset quality (GNPA ~27bps), low credit cost (~16bps), and prudent provisioning support fundamentals despite pricing pressure.

Varun Beverages: Jefferies on Varun Beverages Buy with Target Price ₹615 (raised from ₹550) as strong 14% volume growth despite competitive noise, robust international performance, and positive management outlook on growth and margins support earnings momentum.

Sun Pharmaceutical Industries: Macquarie on Sun Pharmaceutical Industries Outperform with Target Price ₹2,150 as growth concerns are seen as overdone, with acquisition synergies expected to drive strong earnings accretion and upside.

JAGSONPAL PHARMACEUTICALS: CO BOARD RECOMMENDS A DIVIDEND OF ₹4 PER EQUITY SHARE

PRATAAP SNACKS: Q4 EBITDA 206M RUPEES VS 49M (YOY) || Q4 EBITDA MARGIN 4.92% VS 1.23% (YOY)

PRATAAP SNACKS: Q4 SL NET PROFIT 11.3M RUPEES VS LOSS -119M (YOY) || Q4 REVENUE 4.18B RUPEES VS 3.98B (YOY)

FABTECH TECH: Q4 CONS NET PROFIT 220M RUPEES VS 150.9M (YOY) || Q4 REVENUE 1.58B RUPEES VS 1.3B (YOY)

JAGSONPAL PHARMA: Q4 EBITDA 111M RUPEES VS 87M (YOY) || Q4 EBITDA MARGIN 17.29% VS 14.85% (YOY)