Q4FY26 results: DMart, Kotak and 24 more today

Earnings day that can move multiple stocks

A large set of listed companies are scheduled to report January to March (Q4FY26) results on May 2, putting several consumer, manufacturing, finance, and small-cap names on traders’ watchlists. The list includes Avenue Supermarts (DMart), APL Apollo Tubes, IKIO Technologies, India Shelter Finance Corporation, and Kotak Mahindra Bank, among others. For investors, such clustered result days often shift near-term sentiment because they provide fresh commentary on demand trends, margins, and balance-sheet conditions. The updates also matter for sector read-throughs, especially in banking and retail.

Companies scheduled to report Q4FY26 results on May 2

The earnings line-up spans large, mid and small caps, with a mix of industrials, financial services, and niche manufacturers. Along with the headline names, several smaller firms are also due to declare results, including Epigral, Kanpur Plastipack, Omax Autos, SMC Global Securities, Swastika Investmart, Mitsu Chem Plast, Nitta Gelatin India, Galaxy Bearings, and Nila Infrastructures. The breadth of the list means market participants may focus on both company-specific numbers and broader indicators like volume growth, pricing conditions, and order flows.

Full list: firms releasing Q4 results on May 2

Below is the set of companies listed in the note for May 2 results.

Kotak Mahindra Bank: operational metrics in focus

Kotak Mahindra Bank disclosed key operating indicators for the quarter ended March 31, 2026, showing year-on-year growth in advances and deposits. Net advances (end-of-period) rose 16.2% year-on-year to ₹4,95,892 crore in Q4FY26, compared with ₹4,26,909 crore in Q4FY25. Total deposits (end-of-period) increased 14.7% year-on-year to ₹5,72,457 crore from ₹4,99,055 crore. On a sequential basis, net advances grew 3.2% quarter-on-quarter, while total deposits rose 5.5%.

CASA deposits were also highlighted. CASA (end-of-period) increased 15.5% year-on-year to ₹2,47,724 crore, versus ₹2,24,199 crore, and was ₹2,14,416 crore in the comparable base shown in the table excerpt. CASA (average) was reported at ₹2,11,898 crore, compared with ₹2,07,955 crore and ₹1,88,039 crore in the reference periods provided. The bank described the sequential trend as sustained growth momentum across key parameters.

Key Kotak Mahindra Bank numbers cited in the note

The data below captures the operating metrics explicitly stated in the provided text.

What investors will track around Kotak’s result date

A separate result preview in the provided material said Kotak Mahindra Bank’s board of directors is scheduled to meet on May 3, 2026, to approve audited financial statements for Q4FY26 and consider a recommendation for a final dividend for FY26. The same preview cited analyst revenue estimates of ₹17,000 to ₹17,800 crore and PAT expectations of ₹3,700 to ₹4,000 crore, along with NIM projections of 4.9% to 5.1%. It also cited a current market price of ₹2,030, a 52-week high of ₹2,272, and a 52-week low of ₹1,700, with market capitalisation shown at ₹4,04,000 crore.

The preview also included brokerage targets and ratings, with targets ranging from ₹2,180 to ₹2,400 across named brokerages. These figures set a reference point for how the market may react once the audited results and any dividend recommendation are formally announced.

Brief context from earlier quarters

The same material referenced Kotak Mahindra Bank’s Q2 FY26 performance, stating the bank delivered consolidated profit of ₹4,468 crore and maintained a capital adequacy ratio of 22.8%. It also noted challenges in the retail commercial vehicle segment and a decline in the credit card portfolio, while pointing to growth in net advances and deposits supported by strategic initiatives and digital transformation. These references provide context for why investors often focus on balance-sheet growth and funding mix for banks during result season.

Market impact: why a crowded result calendar matters

When many companies report on the same day, price action often concentrates around surprises versus expectations and any management commentary on demand and costs. For banks, investors typically scrutinise operating trends like advances and deposit growth alongside profitability metrics when they are released. For retail and consumption names such as Avenue Supermarts, the focus usually shifts to revenue momentum, margins, and store expansion updates, if provided in disclosures.

In this case, Kotak’s disclosed operating metrics already indicate double-digit year-on-year growth in both advances and deposits for Q4FY26. The market’s next checkpoints, based on the same provided text, are the audited financial results and any final dividend recommendation expected to be considered by the board.

Conclusion

May 2 brings a dense Q4FY26 earnings schedule that includes DMart, APL Apollo Tubes, IKIO Technologies, India Shelter Finance Corporation, and Kotak Mahindra Bank. For Kotak, the disclosed Q4FY26 operating trends show advances of ₹4,95,892 crore and deposits of ₹5,72,457 crore, with the board meeting for audited results stated as May 3, 2026. The next updates investors will track are the audited financial statements and any announcement related to a final dividend recommendation for FY26.