INDIANB: Q2 GNPA 1.61% VS 1.38% (QOQ); Q2 NNPA 0.14% VS 0.26% (QOQ)

POLYCAB INDIA — Q2 FY27 RESULTS

Net Profit: ₹977 Cr ↑43% YoY | ↑25% QoQ

Revenue: ₹9,899 Cr ↑53% YoY | ↑21% QoQ

EBITDA: ₹1,422 Cr ↑39% YoY | ↑25% QoQ

EBITDA Margin: 14.4% vs 15.8% YoY | 13.8% QoQ

UCOBANK: Q2 SL NET PROFIT 7.9B RUPEES VS 6.2B (YOY)

UCOBANK: Q2 GNPA 1.96% VS 2.08% (QOQ); Q2 NNPA 0.18% VS 0.25% (QOQ)


UCOBANK: Q2 REVENUE 73B RUPEES VS 65.37B (YOY)

POLYCAB INDIA – Q2 RESULTS VS ESTIMATES

Net Profit: ₹977.4 Cr vs Est. ₹830 Cr (Beat 17.8%)

Revenue: ₹9,889.9 Cr vs Est. ₹9,023 Cr (Beat 9.6%)

EBITDA: ₹1,422 Cr vs Est. ₹1,236 Cr (Beat 15.0%)

EBITDA Margin: 14.4% vs Est. 13.7% (Beat 70 bps)

SEBI PANEL BACKS 30-MINUTE VWAP FOR EXPIRY SETTLEMENT, PUTS CAS-LINKED FORMULA ON HOLD (BSE, NSE)

BIG NEWS FORM BSE

Does it even matter now?

TATA COMMUNICATIONS — Q2 FY27 RESULTS

Net Profit: ₹336 Cr ↑83% YoY | ↑159% QoQ

Revenue: ₹6,688 Cr ↑10% YoY | ↑2% QoQ

EBITDA: ₹1,422 Cr ↑21% YoY | ↑16% QoQ

EBITDA Margin: 21.3% vs 19.2% YoY | 18.7% QoQ

TIPS MUSIC — Q2 FY27 RESULTS

Net Profit: ₹65.7 Cr ↑23% YoY | ↑50% QoQ

Revenue: ₹120.1 Cr ↑35% YoY | ↑13% QoQ

EBITDA: ₹85 Cr ↑25% YoY | ↑58% QoQ

EBITDA Margin: 70.5% vs 76.0% YoY | 50.3% QoQ

TIPS: CO SAYS REITERATE FY27 GUIDANCE OF 20% REV & PAT GROWTH, POTENTIAL TO EXCEED BY 2-3%

TIPS: CO SAYS PAT GROWTH TO EXCEED GUIDANCE BY 2-3%

TIPS MUSIC – MANAGEMENT COMMENTARY

🎵 Reiterates FY27 guidance of 20% revenue and PAT growth, with potential to exceed by 2–3%.

Revenue growth has upside potential, supported by strong H1 FY27 performance.

Festive season is driving higher music consumption.

Sony distribution contributes 5–6% of revenue, while Warner distribution contributes around 30%.

COMMERCE AND INDUSTRY MINISTER PIYUSH GOYAL THE FIRST PHASE OF THE INDIA-US TRADE PACT HAS BEEN FINALISED AND IS UNDERGOING LEGAL DRAFTING.

D B CORP — Q2 FY27 RESULTS

Net Profit: ₹68.6 Cr ↓27% YoY | ↓32% QoQ

Revenue: ₹580.8 Cr ↓5% YoY | ↓4% QoQ

EBITDA: ₹91 Cr ↓34% YoY | ↓33% QoQ

EBITDA Margin: 15.7% vs 22.5% YoY | 22.6% QoQ

SOUTH INDIAN BANK — Q2 FY27 RESULTS

Net Profit: ₹426 Cr ↑21% YoY | ↑13% QoQ

NII: ₹1,116 Cr ↑38% YoY | ↑9% QoQ

PPOP: ₹733 Cr ↑37% YoY | ↑24% QoQ

Provisions: ₹159 Cr ↑151% YoY | ↑89% QoQ

Advances: ₹1,08,388 Cr ↑20% YoY

Deposits: ₹1,37,275 Cr ↑19% YoY

KARUR VYSYA BANK — Q2 FY27 RESULTS

Net Profit: ₹788 Cr ↑37% YoY | ↑4% QoQ

NII: ₹1,497 Cr ↑19% YoY | ↑5% QoQ

PPOP: ₹1,162 Cr ↑14% YoY | ↑6% QoQ

Provisions: ₹118 Cr ↓57% YoY | ↑31% QoQ

Gross NPA: 0.7% vs 0.8% YoY | 0.7% QoQ

Advances: ₹1,11,015 Cr ↑20% YoY

Deposits: ₹1,28,123 Cr ↑16% YoY

KARUR VYSYA BANK Q2 FY27 – SEGMENT-WISE PERFORMANCE

💰 Treasury Operations

Revenue: ₹566.56 Cr, up 15.60% YoY and 0.43% QoQ

Profit: ₹153.41 Cr, up 53.10% YoY and down 6.48% QoQ

🏦 Corporate/Wholesale Banking

Revenue: ₹704.84 Cr, up 18.89% YoY and 9.06% QoQ

Profit: ₹245.91 Cr, up 18.17% YoY and 8.10% QoQ

🏦 Retail Banking

Revenue: ₹2,334.33 Cr, up 6.31% YoY and 3.70% QoQ

Profit: ₹794.77 Cr, up 3.58% YoY and 4.69% QoQ

🏦 Other Banking Operations

Revenue: ₹64.48 Cr, up 55.00% YoY and 117.25% QoQ

Profit: ₹52.21 Cr, up 58.12% YoY and 119.19% QoQ

HDFC AMC — Q2 FY27 RESULTS

Net Profit: ₹748.7 Cr ↑4% YoY | ↓11% QoQ

Revenue: ₹1,170.2 Cr ↑14% YoY | ↑6% QoQ

EBITDA: ₹930 Cr ↑16% YoY | ↑9% QoQ

EBITDA Margin: 79.5% vs 77.9% YoY | 77.3% QoQ

SEPTEMBER TRADE DATA

Trade Deficit At $13.30 Bn

Total Exports At $80.75 Bn; up 10.99% YoY

Growth Driven By Merchandise Exports: $44.40 Bn VS $36.08 Bn

Trade Deficit As A Percentage Of Total Trade At 7.61%

Merchandise Exports Registered Growth Of 23.04%

Exports To China $11.41 Bn Vs $8.39 Bn YoY

Imports From Russia $47.29 Bn Vs $31.12 Bn YoY

Gold Imports At $19.27 Bn Vs $26.51 Bn, down 27.3% YoY

INDIA WANTS MORE TARIFF STABILITY IN US DEAL - TRADE SECY

NDTV PROFIT'S DEALING ROOM – STOCK UPDATES

VIVANA POWER 🟢

Potential fundraise announcement buzz; a prominent HNI has reportedly shown interest.

ORACLE 🔴

Selling flows reported on the institutional desk.

CROMPTON 🟢

Buying interest on large HNI and PMS desks. Dealers expect strong Q2 performance.

DLF 🔴

Dealers expect weak Q2 pre-sales.

LAURAS LABS 🟢

Buying interest on the HNI desk. Dealers expect positive news flow.