Money Times Talk (MTTs) – 2/05/2026

  • Reliance Industries Q4 saw sharp QoQ EBITDA decline in O2C & Oil & Gas, retail remained flat, while telecom growth slowed to lowest in last 12 quarters.
  • Lodha (Macrotech Developers) guided FY27 pre-sales growth of 17% to Rs.24,000 crore with EBITDA margins of 32–34%; Q4 pre-sales at record levels.
  • GeeCee Ventures acquired 3.45 crore stake in Adani Enterprises via open market; investment remains small with no strategic significance.
  • Restaurant Brands Asia invested ~Rs.19 crore in BK Indonesia, where turnover has been declining over last 3 years.
  • MRPL Q4 reported PAT down 81% YoY to Rs.119 crore, though EBITDA rose YoY; margins improved YoY but declined QoQ.
  • Bhansali Engineering Polymers Q4 saw PAT up 30.6% YoY to Rs.51.60 crore with strong margin expansion.
MT | Money Times

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