TECHERA

Aditya Birla Sun Life Mutual Fund financials

Market cap
₹247 Cr
Sector
Capital Goods
Calls analysed
3
Latest concall · Q4 FY26 · call held 30 May 2026

Techera Q4 FY26

Revenue —

What went well

  • Strategic investment and capacity building undertaken in FY26, expanding manufacturing infrastructure, adding new machinery, and strengthening workforce (Nimesh Desai, page 3).
  • Secured order for complete tooling sets for a private aircraft OEM, with design completed and manufacturing initiated (Nimesh Desai, page 4-5).
  • Certified as an authorized vendor for the Indian Air Force (IAF), receiving RFQs and anticipating 5-year supply contracts (Nimesh Desai, page 6).

What to watch

  • Loss of a significant INR 110 crore contract from Turkish Aerospace due to geopolitical situations, directly impacting FY26 revenue (Nimesh Desai, page 4).
  • Short-term profitability was impacted due to strategic investments made during the year (Nimesh Desai, page 3).
Read the full call →

Guidance record · Q4 FY26

what the last two calls moved 13 tracked 2 delivered 4 missed 7 open
  • Frequency of Investor Updates delivered said Q4 FY25 Promised: Discuss internally to keep transparency immediately without waiting for half-yearly Q4 FY26: Held a Q4 earnings call, continuing the new cadence of quarterly updates.
  • FY26 Revenue Growth missed said Q4 FY25 Promised: Better than previous years, pushing further by 10-15% above minimum percentage range Q4 FY26: Management stated revenue for FY26 'remained largely stable', attributing the lack of growth to the loss of a INR 110 crore contract. This is a clear miss of the original target.
  • IAF order details disclosure on track said Q2 FY26 Promised: Take another call in the February and then I will be clear Q4 FY26: Management confirmed they are now 'authorized vendors' for the IAF, have received 'a lot of RFQs', and expect to start getting orders in 'another two or three months'. This represents significant progress and provides the promised clarity on status.

All 13 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q4 FY26: revenue down 0.9%, net profit down 66.4% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY24Q4 FY24Q2 FY25Q4 FY25Q2 FY26Q4 FY26
Revenue14 24 18 32 24 +69%24 −1%
EBITDA-1 7 0 8 5 +907%4 −51%
Net profit-2 5 -1 4 1 +163%2 −66%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −14.3% 1Y

₹150₹200₹250₹300Sept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 17 Dec 2025Q4 FY26 — 29 May 2026

1Y: ₹183 on 10 Sept 2025 → ₹156.75. High ₹325.45 (29 Oct 2025), low ₹130.2 (9 Jun 2026).

How the price took the results

close before → close after

Q4 FY26
−5.0%
30 May
Q2 FY26
−1.2%
17 Dec

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹1 Cr₹2 Cr₹2 Cr₹12 Cr₹17 Cr₹17 Cr
Reserves₹1 Cr₹-4 Cr₹-3 Cr₹4 Cr₹35 Cr₹36 Cr
Borrowings₹9 Cr₹21 Cr₹26 Cr₹14 Cr₹25 Cr₹32 Cr
Other liabilities₹4 Cr₹3 Cr₹14 Cr₹7 Cr₹17 Cr₹17 Cr
Total liabilities₹15 Cr₹21 Cr₹39 Cr₹37 Cr₹93 Cr₹102 Cr
Fixed assets₹6 Cr₹8 Cr₹9 Cr₹9 Cr₹41 Cr₹44 Cr
Capital work in progress₹3 Cr₹0 Cr₹2 Cr₹3 Cr₹5 Cr₹1 Cr
Investments₹0 Cr₹0 Cr₹0 Cr₹1 Cr₹2 Cr₹0 Cr
Other assets₹6 Cr₹13 Cr₹28 Cr₹25 Cr₹45 Cr₹57 Cr
Total assets₹15 Cr₹21 Cr₹39 Cr₹37 Cr₹93 Cr₹102 Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Mar 2025, the public added +17.68 pp while DIIs trimmed −12.51 pp. The shareholder count grew 207% to 2,502.

Promoters
36.9%
FIIs
0.2%
Public
62.9%

Since Mar 2025

  • Public +17.68 pp
  • DIIs −12.51 pp
  • Promoters −5.36 pp

How it drifted, 6 quarters

Over this window the public went from 38.1% to 62.9% — +24.8 pp.

Sep '24Sep '25Jun '26

Ownership split by quarter, oldest first. Sep '24: Promoters 42.3%, FIIs 3.9%, DIIs 15.8%, Public 38.1%.Mar '25: Promoters 42.3%, FIIs 0.0%, DIIs 12.5%, Public 45.2%.Sep '25: Promoters 42.3%, DIIs 1.6%, Public 56.2%.Dec '25: Promoters 39.6%, FIIs 0.2%, DIIs 0.0%, Public 60.1%.Mar '26: Promoters 36.9%, FIIs 0.2%, DIIs 0.0%, Public 62.9%.Jun '26: Promoters 36.9%, FIIs 0.2%, Public 62.9%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 1 holder trimming and 3 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Aditya Birla Sun Life Mutual Fund above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Nimesh Rameshchandra Desai 25.37%unchanged
Meet Nimesh Desai 11.52%unchanged
Bengal Finance And Investment Pvt Ltd 4.30%unchanged
Raman Talwar 3.68%−0.25 pp
Ashish Kacholia 3.57%+0.06 pp
Suryavanshi Commotrade Private Limited 2.72%unchanged
Roopali Uppal 2.04%unchanged
Nilesh Trivedi 0.00%unchanged
Kalpana Nimesh Desai 0.00%unchanged
Sunita Trivedi 0.00%unchanged
Aniket Anil Kadam 0.00%unchanged
Pooja Anil Kadam 0.00%unchanged

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

All earnings calls (3)

Read the Q4 FY26 call →

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