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
π₯4
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
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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
TECH MAHINDRA β Q2 FY27 RESULTS
Net Profit: βΉ1,609.7 Cr β33.95% YoY | β8.30% QoQ
Revenue: βΉ16,180.2 Cr β15.61% YoY | β2.98% QoQ
EBIT: βΉ2,387.1 Cr β40.48% YoY | β5.44% QoQ
EBIT Margin: 14.75% vs 12.14% YoY | 14.41% QoQ
Net Profit: βΉ1,609.7 Cr β33.95% YoY | β8.30% QoQ
Revenue: βΉ16,180.2 Cr β15.61% YoY | β2.98% QoQ
EBIT: βΉ2,387.1 Cr β40.48% YoY | β5.44% QoQ
EBIT Margin: 14.75% vs 12.14% YoY | 14.41% QoQ
π₯2
WIPRO EARNINGS CONCALL
Will Continue To Make New Investments Despite Margin Headwinds
Q3 To Be Impacted By Seasonal Furloughs
See Good Deal Prospects In Mid-market Segment
US Healthcare Sector Continues To Be Affected By Policy Changes
Will Continue To Make New Investments Despite Margin Headwinds
Q3 To Be Impacted By Seasonal Furloughs
See Good Deal Prospects In Mid-market Segment
US Healthcare Sector Continues To Be Affected By Policy Changes
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TECH MAHINDRA Q2 FY27 β RESULTS VS ESTIMATES
Revenue: βΉ16,180.2 Cr vs βΉ16,061 Cr estimated β Beat by 0.74% π’
EBIT: βΉ2,387 Cr vs βΉ2,264 Cr estimated β Beat by 5.43% π’
EBIT Margin: 14.8% vs 14.45% estimated β Beat by 35 bps π’
Revenue: βΉ16,180.2 Cr vs βΉ16,061 Cr estimated β Beat by 0.74% π’
EBIT: βΉ2,387 Cr vs βΉ2,264 Cr estimated β Beat by 5.43% π’
EBIT Margin: 14.8% vs 14.45% estimated β Beat by 35 bps π’
π₯1
SAUDI ARAMCO OFFERING MORE SPOT CRUDE OIL CARGOES INTO EUROPEAN MARKET FOR LATE OCTOBER TO MID-NOVEMBER DELIVERY, THREE TRADE SOURCES SAYS
ARAMCO OFFERING MORE SPOT CRUDE OIL CARGOES INTO EUROPEAN MARKET FOR LATE OCTOBER TO MID-NOVEMBER DELIVERY β RTRS SOURCES
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ANGEL ONE β Q2 FY27 RESULTS
Net Profit: βΉ335 Cr β58% YoY | β45% QoQ
Revenue: βΉ1,427 Cr β19% YoY | Flat QoQ
EBITDA: βΉ636 Cr β53% YoY | β31% QoQ
EBITDA Margin: 44.6% vs 34.6% YoY | 33.9% QoQ
Net Profit: βΉ335 Cr β58% YoY | β45% QoQ
Revenue: βΉ1,427 Cr β19% YoY | Flat QoQ
EBITDA: βΉ636 Cr β53% YoY | β31% QoQ
EBITDA Margin: 44.6% vs 34.6% YoY | 33.9% QoQ
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