Q4 scorecard splits consumer pack: USL profit jumps 28%, Voltas halves, Sheela Foam swings sharply higher

United Spirits posted Rs 539 cr net profit (+28%), while Voltas slumped 51.9% to Rs 116 cr on cooling-product margin pressure. Sheela Foam rebounded to Rs 91.3 cr from Rs 13.1 cr; LT Foods slipped 15.5% to Rs 136 cr. Tata Motors PV revenue rose 7.2%, Apollo Tyres 14.2%, Shadowfax 73.6%. Devyani, VIP, Bajaj Electricals, Godfrey Phillips report May 15.

— FiledFri, 15 May, 2026, 06:15 IST·First seen Fri, 15 May, 2026, 06:14 IST·Source NDTV Profit

What happened

Q4 results dump: United Spirits profit up 28% to Rs 539 cr, Voltas profit halved to Rs 116 cr, Sheela Foam recovered sharply, LT Foods slipped. Devyani, VIP

Key facts

  • United Spirits net profit +28% to Rs 539 crore
  • Voltas net profit -51.9% to Rs 116 crore
  • Sheela Foam net profit Rs 91.3 crore vs Rs 13.1 crore
  • LT Foods net profit -15.5% to Rs 136 crore
  • Tata Motors PV revenue +7.2% to Rs 1.05 lakh crore
  • Apollo Tyres revenue +14.2% to Rs 7,336 crore
  • Shadowfax revenue +73.6% to Rs 1,237 crore

Why this matters

Voltas' 52% PAT collapse and Sheela Foam's 7x swing flag asset-quality dispersion that could open consolidation windows in cooling and foam categories, while Shadowfax's 73.6% logistics surge warrants a closer look at last-mile tuck-ins.