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 β Q2 FY27 RESULTS
Net Profit: βΉ68.6 Cr β27% YoY | β32% QoQ
Revenue: βΉ580.8 Cr β5% YoY | β4% QoQ
EBITDA: βΉ91 Cr β34% YoY | β33% QoQ
EBITDA Margin: 15.7% vs 22.5% YoY | 22.6% QoQ
Net Profit: βΉ68.6 Cr β27% YoY | β32% QoQ
Revenue: βΉ580.8 Cr β5% YoY | β4% QoQ
EBITDA: βΉ91 Cr β34% YoY | β33% QoQ
EBITDA Margin: 15.7% vs 22.5% YoY | 22.6% QoQ
SOUTH INDIAN BANK β Q2 FY27 RESULTS
Net Profit: βΉ426 Cr β21% YoY | β13% QoQ
NII: βΉ1,116 Cr β38% YoY | β9% QoQ
PPOP: βΉ733 Cr β37% YoY | β24% QoQ
Provisions: βΉ159 Cr β151% YoY | β89% QoQ
Advances: βΉ1,08,388 Cr β20% YoY
Deposits: βΉ1,37,275 Cr β19% YoY
Net Profit: βΉ426 Cr β21% YoY | β13% QoQ
NII: βΉ1,116 Cr β38% YoY | β9% QoQ
PPOP: βΉ733 Cr β37% YoY | β24% QoQ
Provisions: βΉ159 Cr β151% YoY | β89% QoQ
Advances: βΉ1,08,388 Cr β20% YoY
Deposits: βΉ1,37,275 Cr β19% YoY
KARUR VYSYA BANK β Q2 FY27 RESULTS
Net Profit: βΉ788 Cr β37% YoY | β4% QoQ
NII: βΉ1,497 Cr β19% YoY | β5% QoQ
PPOP: βΉ1,162 Cr β14% YoY | β6% QoQ
Provisions: βΉ118 Cr β57% YoY | β31% QoQ
Gross NPA: 0.7% vs 0.8% YoY | 0.7% QoQ
Advances: βΉ1,11,015 Cr β20% YoY
Deposits: βΉ1,28,123 Cr β16% YoY
Net Profit: βΉ788 Cr β37% YoY | β4% QoQ
NII: βΉ1,497 Cr β19% YoY | β5% QoQ
PPOP: βΉ1,162 Cr β14% YoY | β6% QoQ
Provisions: βΉ118 Cr β57% YoY | β31% QoQ
Gross NPA: 0.7% vs 0.8% YoY | 0.7% QoQ
Advances: βΉ1,11,015 Cr β20% YoY
Deposits: βΉ1,28,123 Cr β16% YoY
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KARUR VYSYA BANK Q2 FY27 β SEGMENT-WISE PERFORMANCE
π° Treasury Operations
Revenue: βΉ566.56 Cr, up 15.60% YoY and 0.43% QoQ
Profit: βΉ153.41 Cr, up 53.10% YoY and down 6.48% QoQ
π¦ Corporate/Wholesale Banking
Revenue: βΉ704.84 Cr, up 18.89% YoY and 9.06% QoQ
Profit: βΉ245.91 Cr, up 18.17% YoY and 8.10% QoQ
π¦ Retail Banking
Revenue: βΉ2,334.33 Cr, up 6.31% YoY and 3.70% QoQ
Profit: βΉ794.77 Cr, up 3.58% YoY and 4.69% QoQ
π¦ Other Banking Operations
Revenue: βΉ64.48 Cr, up 55.00% YoY and 117.25% QoQ
Profit: βΉ52.21 Cr, up 58.12% YoY and 119.19% QoQ
π° Treasury Operations
Revenue: βΉ566.56 Cr, up 15.60% YoY and 0.43% QoQ
Profit: βΉ153.41 Cr, up 53.10% YoY and down 6.48% QoQ
π¦ Corporate/Wholesale Banking
Revenue: βΉ704.84 Cr, up 18.89% YoY and 9.06% QoQ
Profit: βΉ245.91 Cr, up 18.17% YoY and 8.10% QoQ
π¦ Retail Banking
Revenue: βΉ2,334.33 Cr, up 6.31% YoY and 3.70% QoQ
Profit: βΉ794.77 Cr, up 3.58% YoY and 4.69% QoQ
π¦ Other Banking Operations
Revenue: βΉ64.48 Cr, up 55.00% YoY and 117.25% QoQ
Profit: βΉ52.21 Cr, up 58.12% YoY and 119.19% QoQ
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HDFC AMC β Q2 FY27 RESULTS
Net Profit: βΉ748.7 Cr β4% YoY | β11% QoQ
Revenue: βΉ1,170.2 Cr β14% YoY | β6% QoQ
EBITDA: βΉ930 Cr β16% YoY | β9% QoQ
EBITDA Margin: 79.5% vs 77.9% YoY | 77.3% QoQ
Net Profit: βΉ748.7 Cr β4% YoY | β11% QoQ
Revenue: βΉ1,170.2 Cr β14% YoY | β6% QoQ
EBITDA: βΉ930 Cr β16% YoY | β9% QoQ
EBITDA Margin: 79.5% vs 77.9% YoY | 77.3% QoQ
π₯°4
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
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
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INDIA WANTS MORE TARIFF STABILITY IN US DEAL - TRADE SECY
β€3π₯3π―2π1
NDTV PROFIT'S DEALING ROOM β STOCK UPDATES
VIVANA POWER π’
Potential fundraise announcement buzz; a prominent HNI has reportedly shown interest.
ORACLE π΄
Selling flows reported on the institutional desk.
CROMPTON π’
Buying interest on large HNI and PMS desks. Dealers expect strong Q2 performance.
DLF π΄
Dealers expect weak Q2 pre-sales.
LAURAS LABS π’
Buying interest on the HNI desk. Dealers expect positive news flow.
VIVANA POWER π’
Potential fundraise announcement buzz; a prominent HNI has reportedly shown interest.
ORACLE π΄
Selling flows reported on the institutional desk.
CROMPTON π’
Buying interest on large HNI and PMS desks. Dealers expect strong Q2 performance.
DLF π΄
Dealers expect weak Q2 pre-sales.
LAURAS LABS π’
Buying interest on the HNI desk. Dealers expect positive news flow.
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IRFC β Q2 FY27 RESULTS
Net Profit: βΉ1,958.5 Cr β10% YoY | β2% QoQ
Revenue: βΉ7,866.4 Cr β23% YoY | β5% QoQ
EBITDA: βΉ7,820 Cr β24% YoY | β5% QoQ
EBITDA Margin: 99.4% vs 99.2% YoY | 99.5% QoQ
Net Profit: βΉ1,958.5 Cr β10% YoY | β2% QoQ
Revenue: βΉ7,866.4 Cr β23% YoY | β5% QoQ
EBITDA: βΉ7,820 Cr β24% YoY | β5% QoQ
EBITDA Margin: 99.4% vs 99.2% YoY | 99.5% QoQ
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WIPRO β Q2 RESULTS
Net Profit: βΉ3,199.7 Cr β2% YoY | β5% QoQ
Revenue: βΉ24,752.7 Cr β9% YoY | β1% QoQ
EBITDA: βΉ4,863 Cr β11% YoY | β5% QoQ
EBITDA Margin: 19.6% vs 19.3% YoY | 18.9% QoQ
Net Profit: βΉ3,199.7 Cr β2% YoY | β5% QoQ
Revenue: βΉ24,752.7 Cr β9% YoY | β1% QoQ
EBITDA: βΉ4,863 Cr β11% YoY | β5% QoQ
EBITDA Margin: 19.6% vs 19.3% YoY | 18.9% QoQ
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WIPRO Q2 :
Q3 GUIDANCE; Q3 IT Svcs Revenue Growth Seen In The Range Of -1.5% ΀ο 0.5%
Q3 GUIDANCE; Q3 IT Svcs Revenue Growth Seen In The Range Of -1.5% ΀ο 0.5%
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WIPRO Q2 FY27 : RESULTS VS ESTIMATES
IT SERVICES REVENUE AT βΉ24,667 CR VS EST βΉ24,735 CR β MISS BY 0.3% π»
IT SERVICES DOLLAR REVENUE AT $2,611.5 MN VS EST $2,592.2 MN β BEAT BY 0.7% π’
IT SERVICES REVENUE AT βΉ24,667 CR VS EST βΉ24,735 CR β MISS BY 0.3% π»
IT SERVICES DOLLAR REVENUE AT $2,611.5 MN VS EST $2,592.2 MN β BEAT BY 0.7% π’
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IIFL FINANCE β Q2 FY27 RESULTS
Net Profit: βΉ805 Cr β93% YoY | β13% QoQ
NII: βΉ2,161 Cr β50% YoY | β8% QoQ
PPOP: βΉ1,354 Cr β28% YoY | β11% QoQ
Provisions: βΉ281 Cr β44% YoY | β5% QoQ
Loan Assets: βΉ84,173 Cr
Net Profit: βΉ805 Cr β93% YoY | β13% QoQ
NII: βΉ2,161 Cr β50% YoY | β8% QoQ
PPOP: βΉ1,354 Cr β28% YoY | β11% QoQ
Provisions: βΉ281 Cr β44% YoY | β5% QoQ
Loan Assets: βΉ84,173 Cr
π PERSISTENT SYSTEMS Q2 FY27 β RESULTS VS ESTIMATES
π΄ Net Profit: βΉ351.51 Cr vs βΉ551 Cr est. β Miss by 36.2%
π’ Revenue: βΉ4,663.90 Cr vs βΉ4,608 Cr est. β Beat by 1.2%
π΄ EBIT: βΉ466.81 Cr vs βΉ827 Cr est. β Miss by 43.6%
π΄ EBIT Margin: 10.01% vs 16% est. β Miss by 599 bps
π΄ Net Profit: βΉ351.51 Cr vs βΉ551 Cr est. β Miss by 36.2%
π’ Revenue: βΉ4,663.90 Cr vs βΉ4,608 Cr est. β Beat by 1.2%
π΄ EBIT: βΉ466.81 Cr vs βΉ827 Cr est. β Miss by 43.6%
π΄ EBIT Margin: 10.01% vs 16% est. β Miss by 599 bps
π3β€2π1π€1
PERSISTENT SYSTEMS β Q2 FY27 RESULTS
Net Profit: βΉ351.5 Cr β25% YoY | β27% QoQ
Revenue: βΉ4,663.9 Cr β30% YoY | β8% QoQ
EBITDA: βΉ634 Cr β7% YoY | β9% QoQ
EBITDA Margin: 13.6% vs 19.1% YoY | 16.2% QoQ
Net Profit: βΉ351.5 Cr β25% YoY | β27% QoQ
Revenue: βΉ4,663.9 Cr β30% YoY | β8% QoQ
EBITDA: βΉ634 Cr β7% YoY | β9% QoQ
EBITDA Margin: 13.6% vs 19.1% YoY | 16.2% QoQ
WIPRO Q2 FY27 β CEO & CFO COMMENTARY
CEO Commentary
Strategic investments are beginning to deliver results, helping Wipro win in new markets, add new clients and grow existing relationships.
Consulting-led, AI-powered strategy is creating larger transformation opportunities.
AI is viewed as a long-term growth driver, with momentum visible across the AI-Native Unit and AI offerings portfolio.
CFO Commentary
Operating Margin: 16.5%, up 50 bps QoQ.
Margin expansion was achieved while continuing to invest in the business and workforce.
Operating Cash Flow: 166% of net income, reflecting robust cash flow conversion.
CEO Commentary
Strategic investments are beginning to deliver results, helping Wipro win in new markets, add new clients and grow existing relationships.
Consulting-led, AI-powered strategy is creating larger transformation opportunities.
AI is viewed as a long-term growth driver, with momentum visible across the AI-Native Unit and AI offerings portfolio.
CFO Commentary
Operating Margin: 16.5%, up 50 bps QoQ.
Margin expansion was achieved while continuing to invest in the business and workforce.
Operating Cash Flow: 166% of net income, reflecting robust cash flow conversion.
360 ONE β Q2 FY27 RESULTS
Net Profit: βΉ300 Cr β5% YoY | β9% QoQ
Revenue: βΉ1,144 Cr β4% YoY | β6% QoQ
EBITDA: βΉ677 Cr β3% YoY | β12% QoQ
EBITDA Margin: 59.2% vs 63.5% YoY | 62.9% QoQ
Net Profit: βΉ300 Cr β5% YoY | β9% QoQ
Revenue: βΉ1,144 Cr β4% YoY | β6% QoQ
EBITDA: βΉ677 Cr β3% YoY | β12% QoQ
EBITDA Margin: 59.2% vs 63.5% YoY | 62.9% QoQ
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360ONE: Q2 CONS NET PROFIT 3B RUPEES VS 3.2B (YOY); EST 3.11B
360ONE: Q2 REVENUE 11.44B RUPEES VS 11.1B (YOY)
360ONE: Q2 REVENUE 11.44B RUPEES VS 11.1B (YOY)
TUNI TEXTILE MILLS β Q2 RESULTS
Net Profit: βΉ1.22 Cr β113% YoY | β359% QoQ
Revenue: βΉ35.08 Cr β18% YoY | β50% QoQ
EBITDA: βΉ2.30 Cr β64% YoY | β133% QoQ
EBITDA Margin: 6.6% vs 4.7% YoY | 4.2% QoQ
Net Profit: βΉ1.22 Cr β113% YoY | β359% QoQ
Revenue: βΉ35.08 Cr β18% YoY | β50% QoQ
EBITDA: βΉ2.30 Cr β64% YoY | β133% QoQ
EBITDA Margin: 6.6% vs 4.7% YoY | 4.2% QoQ
CYIENT DLM β Q2 FY27 RESULTS
Net Profit: βΉ34 Cr β6% YoY | β109% QoQ
Revenue: βΉ393.1 Cr β27% YoY | β5% QoQ
EBITDA: βΉ34 Cr β10% YoY | β13% QoQ
EBITDA Margin: 8.7% vs 10.0% YoY | 10.5% QoQ
Net Profit: βΉ34 Cr β6% YoY | β109% QoQ
Revenue: βΉ393.1 Cr β27% YoY | β5% QoQ
EBITDA: βΉ34 Cr β10% YoY | β13% QoQ
EBITDA Margin: 8.7% vs 10.0% YoY | 10.5% QoQ