Q4 FY26 Earnings: Kotak Bank, DMart, Adani Ports

Q4 FY26 Earnings Spotlight: What a Holiday Weekend Reveals The Bombay Stock Exchange is dark on May 1, but CFOs aren't taking the day off. In a compressed window between Thursday's close and Sunday night, some of India's most-watched companies are dropping quarterly scorecards, and investors parsing them before Monday's open will have a head start on a market that tends to gap hard on earnings surprises. [Adani Ports and Special Economic Zone](/stock/ADANIPORTS) (NSE: ADANIPORTS) fired first. The company reported Q4 FY26 net profit of Rs 3,308 crore, up 9% year-on-year, while revenue jumped 26%. That number deserves attention given the global shipping slowdown narrative that's dominated port sector commentary for months. Cargo volumes have quietly compounded at double digits for three straight quarters, and this result suggests India's logistics build-out is running ahead of most sell-side models. [CEAT](/stock/CEATLTD) (NSE: CEATLTD) also delivered a result that will catch analysts off-guard: profit roughly doubled on strong export performance, even as domestic two-wheeler OEM volumes were uneven through the quarter. Three more results land May 2. [Kotak Mahindra Bank](/stock/KOTAKBANK) (NSE: KOTAKBANK), [Avenue Supermarts](/stock/DMART) (NSE: DMART), and [APL Apollo Tubes](/stock/APLAPOLLO) (NSE: APLAPOLLO) will each release numbers with markets closed. Price discovery waits until May 4, and with it, the potential for outsized moves in either direction. Kotak Bank and DMart: The Numbers That Will Move Markets Kotak Mahindra Bank enters this earnings cycle under a particular kind of scrutiny. After the Reserve Bank of India's 2024 directive restricting new customer onboarding via online channels, the bank was forced to lean harder on its branch network. Investors want to know whether the resulting friction has finally cleared. Analyst consensus puts Q4 FY26 net interest income at roughly Rs 7,200 to 7,400 crore, with net interest margins expected to hold near ...