Karooooo Ltd.

KARO Q3 2026

Reported: 2026-01-21

Karooooo achieved strong Q3 FY 2026 results, marked by a 28% increase in ARR to USD 298 million and robust subscriber growth, reflecting effective investments in sales and marketing.

Key takeaways

ARR growth accelerated to 22% in local currency and 28% in USD, nearing USD 300 million.
Subscription revenue accounted for 97% of total revenue, demonstrating strong operational profitability with an operating profit margin of 28%.
Total subscribers rose 16% to approximately 2.6 million, with a 95% commercial customer retention rate.
Karooooo Logistics experienced a notable 24% revenue growth, reinforcing its strategic importance in driving enterprise e-commerce and logistics.
The company maintained a Rule of 60 status, highlighting its commitment to disciplined, profitable growth within the competitive SaaS landscape.

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MakeMyTrip Limited

MMYT Q3 2026

Reported: 2026-01-21

In Q3 of fiscal 2026, the company demonstrated resilience with robust demand recovery in leisure travel, even amidst temporary regulatory disruptions, supported by strong performance in international travel and innovative AI-driven solutions.

Key takeaways

Air ticketing experienced a year-on-year domestic daily departures growth of 25% in October and November before a December decline due to new flight duty regulations.
The accommodation segment recorded impressive 20.3% volume growth, driven by strong leisure demand and favorable tax changes, despite moderate gross booking value growth reflecting lower pricing.
AI initiatives, including personalized trip planning through Myra and enhancements in customer service, have improved engagement and efficiency, particularly in tier two cities, contributing to a 50% increase in voice interactions in non-metro areas.
The launch of tours and activities expanded the product portfolio, providing customers access to over 200,000 bookable activities across 130 countries, aiming to simplify the planning process for travelers.
Strong year-end performance is further evidenced by record check-ins on December 25th, indicating a robust market response to the festive season and renewed travel demand.

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TE Connectivity Ltd.

TEL Q1 2026

Reported: 2026-01-21

TE Connectivity reported robust first-quarter results for fiscal 2026, achieving over 20% sales growth driven by record orders and strong operational execution, positioning the company for sustained future growth.

Key takeaways

First-quarter sales reached $4.7 billion, a 22% increase year-over-year, with both segments contributing to growth.
Achieved record adjusted earnings per share of $2.72, reflecting over 30% year-over-year growth, and improved adjusted operating margins to 22%.
Record orders exceeded $5 billion, growing by more than $1 billion year-over-year, confirming strong demand across all business segments.
Free cash flow exceeded $600 million, with 100% returned to shareholders while supporting growth investments.
Optimistic outlook for the second quarter, anticipating $4.7 billion in sales and $2.65 adjusted earnings per share, signaling continued momentum despite seasonal variations.

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