Q4 FY26 mixed bag: ITC Hotels, Thangamayil, Godfrey Phillips surge; Welspun Living, Allied Blenders skid
ITC Hotels posted Q4 PAT of Rs 281.35 cr; Thangamayil Jewellery profit jumped 4.5x to Rs 142.66 cr and Godfrey Phillips rose 86% to Rs 521.46 cr. Arvind and Sheela Foam also gained. Welspun Living profit fell 20% on US tariff drag, alongside a Rs 252 cr buyback; Allied Blenders profit halved; Devyani (KFC, Pizza Hut) narrowed losses.
What happened
Q4 FY26 results: ITC Hotels, Thangamayil Jewellery, Godfrey Phillips, Arvind and Sheela Foam posted strong gains. Welspun Living fell 20% on US tariffs and
Key facts
- ITC Hotels Q4 PAT Rs 281.35 cr
- Thangamayil profit 4.5x to Rs 142.66 cr
- Godfrey Phillips profit +86% to Rs 521.46 cr
- Arvind profit +6% to Rs 160 cr, revenue Rs 2,553 cr
- Sheela Foam FY26 PAT +78% to Rs 161 cr
- Welspun Living profit -20% to Rs 106.16 cr; Rs 252 cr buyback
- Allied Blenders profit -52% to Rs 37.62 cr
- Devyani loss narrowed to Rs 9.84 cr on revenue Rs 1,436.86 cr
Why this matters
Welspun's Rs 252 cr buyback amid a 20% PAT drop and Allied Blenders' halving signal stressed valuations in pockets—screen tariff-exposed textiles and mid-tier spirits for opportunistic stake-builds or bolt-on targets.