Creative Newtech Q4 FY26 Earnings Call: Strong Growth and Future Expansion Plans
Creative Newtech reported strong Q4 FY26 results with total income at ₹740.44 crores (up 81% YoY) and PAT at ₹17.79 crores (up 29.5% YoY). For FY26, total income was ₹2,717.51 crores (up 51% YoY) and PAT ₹70.29 crores (up 32% YoY). The company plans to demerge its high-margin Honeywell business in 2-3 years and aims for 25-30% annual revenue growth. A new brand, 'Vertual', will launch in the US and India.
The strong financial performance, strategic announcements like the planned demerger of a high-performing business segment, new brand launches in key international markets, and ambitious growth targets signal a significant positive impact on the company's future prospects and investor sentiment.
The company reported significant year-on-year growth in revenue, EBITDA, and PAT for both Q4 FY26 and the full year FY26. Strategic plans for business demerger, new brand launches, and market expansion indicate a positive outlook.
Creative Newtech Limited held its Q4 and full-year FY26 earnings conference call on May 15, 2026. Mr. Ketan Patel, Chairman and Managing Director, highlighted the company's strategic focus on strengthening its presence in surveillance, AI, IoT, cybersecurity, drones, data center solutions, high-performance computing, and connected infrastructure. He noted the BSE main board listing as a significant milestone and detailed partnerships with Sparsh, Matrix, Dahua, EIZO, Kaspersky, and PDRL.
The company reported strong financial performance for Q4 FY26, with revenue from operations at ₹740.01 crores and total income at ₹740.44 crores, a year-on-year growth of 81.16%. EBITDA stood at ₹29.39 crores (up 52.15% YoY) with a margin of 3.97%. Profit After Tax (PAT) was ₹17.79 crores, a 29.5% YoY increase.
For the full year FY26, revenue from operations reached ₹2,699.77 crores and total income was ₹2,717.51 crores, marking a 50.85% YoY growth. EBITDA for the year was ₹104 crores (up 41.7% YoY) with a margin of 3.83%. PAT for FY26 was ₹70.29 crores, a 32.35% YoY increase. These figures represent significant financial milestones for the company.
Discussions also covered the potential demerger of the Honeywell business in 2-3 years to unlock shareholder value, as it demonstrates higher growth and margins compared to the legacy business. The company plans to have 3-4 brands in the near term and 6-7 in the long term.
Regarding the Middle East conflict, Mr. Patel acknowledged its impact on logistics costs and potential disruption to supply chains, but expressed confidence in maintaining growth through strategic planning, including expanding into new markets like the US with their own brand, 'Vertual', set to launch soon. The company aims for 25-30% annual revenue growth and 30% profit growth over the next 5-6 years.
Further details were shared on the brand business, which currently constitutes 14.1% of total revenue, with plans to expand to 50% by 2030. The company is actively seeking brand acquisitions in surveillance, drone, and AI spaces. The Honeywell business is up for renewal in March 2027. Intangible assets have increased due to investments in new ERP systems, software licenses, and office expansions.
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