TATA TECHNOLOGIES : Q2 FY27 CONCALL HIGHLIGHTS
📈 REVENUE
▪️ Revenue: ₹1,699 Cr | Up 2.1% QoQ
▪️ Services Revenue: ₹1,356 Cr | Up 4.3% QoQ
▪️ Revenue growth: 22.2% YoY in constant currency (USD terms)
💰 PROFITABILITY
▪️ Net Profit: ₹171 Cr vs ₹166 Cr YoY
▪️ EBITDA: ₹273 Cr | Up 31.5% YoY
▪️ EBITDA Margin: 16.1%
▪️ EBIT: ₹239 Cr | Up 25.3% YoY
🚗 ORDER WINS
▪️ Secured 5 large deals during Q2.
▪️ Won a $138 million (approx. ₹1,150 Cr) full-vehicle engineering programme from a leading European luxury automaker.
▪️ Secured an end-to-end vehicle platform development programme from a North American commercial vehicle manufacturer.
📈 REVENUE
▪️ Revenue: ₹1,699 Cr | Up 2.1% QoQ
▪️ Services Revenue: ₹1,356 Cr | Up 4.3% QoQ
▪️ Revenue growth: 22.2% YoY in constant currency (USD terms)
💰 PROFITABILITY
▪️ Net Profit: ₹171 Cr vs ₹166 Cr YoY
▪️ EBITDA: ₹273 Cr | Up 31.5% YoY
▪️ EBITDA Margin: 16.1%
▪️ EBIT: ₹239 Cr | Up 25.3% YoY
🚗 ORDER WINS
▪️ Secured 5 large deals during Q2.
▪️ Won a $138 million (approx. ₹1,150 Cr) full-vehicle engineering programme from a leading European luxury automaker.
▪️ Secured an end-to-end vehicle platform development programme from a North American commercial vehicle manufacturer.
Bazaar.Update📊
TATA TECHNOLOGIES : Q2 FY27 CONCALL HIGHLIGHTS 📈 REVENUE ▪️ Revenue: ₹1,699 Cr | Up 2.1% QoQ ▪️ Services Revenue: ₹1,356 Cr | Up 4.3% QoQ ▪️ Revenue growth: 22.2% YoY in constant currency (USD terms) 💰 PROFITABILITY ▪️ Net Profit: ₹171 Cr vs ₹166 Cr YoY…
TATA TECHNOLOGIES : Q2 FY27 CONCALL HIGHLIGHTS
🎯 MANAGEMENT GUIDANCE
▪️ Reiterated double-digit consolidated revenue growth for FY27.
▪️ Expects margin improvement in Q3 and Q4.
▪️ Confident of sustaining strong double-digit growth over the coming years.
✈️ GROWTH DRIVERS
▪️ Aerospace emerging as a second growth engine.
▪️ BMW TechWorks India contribution: ₹19.7 Cr, including deferred income.
▪️ Nearly 1,000 employees developing and deploying AI agents.
⚠️ CHALLENGES
▪️ Demand remains subdued in parts of the Germany business.
▪️ Management expects conditions to stabilise in 2027.
🎯 MANAGEMENT GUIDANCE
▪️ Reiterated double-digit consolidated revenue growth for FY27.
▪️ Expects margin improvement in Q3 and Q4.
▪️ Confident of sustaining strong double-digit growth over the coming years.
✈️ GROWTH DRIVERS
▪️ Aerospace emerging as a second growth engine.
▪️ BMW TechWorks India contribution: ₹19.7 Cr, including deferred income.
▪️ Nearly 1,000 employees developing and deploying AI agents.
⚠️ CHALLENGES
▪️ Demand remains subdued in parts of the Germany business.
▪️ Management expects conditions to stabilise in 2027.
HDB says
NIM At 8.2% Vs 7.9% Expected, Maintaining Guidance Of 8.1%
Our Focus In Rural Markets Is On Secured Lending
Q2 Is The Slowest Quarter Due To Festivals
Will Be Better As Disbursement Growth Picks Up
NIM At 8.2% Vs 7.9% Expected, Maintaining Guidance Of 8.1%
Our Focus In Rural Markets Is On Secured Lending
Q2 Is The Slowest Quarter Due To Festivals
Will Be Better As Disbursement Growth Picks Up
FEDERAL BANK:
CO SAYS NIIM TO IMPROVE AHEAD CASA RATIO WILL TURN UPWARDS ON TRACK TO MEET BUSINESS GUIDANCE: INTERVIEW
CO SAYS NIIM TO IMPROVE AHEAD CASA RATIO WILL TURN UPWARDS ON TRACK TO MEET BUSINESS GUIDANCE: INTERVIEW
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RISHABH INSTRUMENTS:
STRATEGIC SALE MAY SEE DEVELOPMENTS THIS WEEK; OPEN OFFER COULD FOLLOW - SOURCES
STRATEGIC SALE MAY SEE DEVELOPMENTS THIS WEEK; OPEN OFFER COULD FOLLOW - SOURCES
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HFCL Q2 FY27
Net Profit: ₹394.2 Cr ↑448% YoY | ↑61% QoQ
Revenue: ₹2,541.8 Cr ↑144% YoY | ↑33% QoQ
EBITDA: ₹630 Cr ↑231% YoY | ↑52% QoQ
Margins: 24.8% vs 18.2% YoY | 21.6% QoQ
Net Profit: ₹394.2 Cr ↑448% YoY | ↑61% QoQ
Revenue: ₹2,541.8 Cr ↑144% YoY | ↑33% QoQ
EBITDA: ₹630 Cr ↑231% YoY | ↑52% QoQ
Margins: 24.8% vs 18.2% YoY | 21.6% QoQ
❤4
UNION BANK OF INDIA Q2 FY27
Net Profit: ₹5,537.2 Cr ↑30% YoY | ↑4% QoQ
NII: ₹10,582.7 Cr ↑20% YoY | ↑5% QoQ
Operating Profit: ₹8,108 Cr ↑19% YoY | ↑1% QoQ
Provisions: ₹701 Cr ↓50% YoY | ↓28% QoQ
Gross NPA: 2.4% vs 3.3% YoY | 2.6% QoQ
Net Profit: ₹5,537.2 Cr ↑30% YoY | ↑4% QoQ
NII: ₹10,582.7 Cr ↑20% YoY | ↑5% QoQ
Operating Profit: ₹8,108 Cr ↑19% YoY | ↑1% QoQ
Provisions: ₹701 Cr ↓50% YoY | ↓28% QoQ
Gross NPA: 2.4% vs 3.3% YoY | 2.6% QoQ
❤1
POWER MECH PROJECTS LIMITED: CO. SECURES ORDER WORTH ₹327.35 CRORES FROM VEDANTA ALUMINIUM METAL LIMITED FOR OPERATION AND MAINTENANCE OF COAL-FIRED CO-GENERATION POWER PLANT; CONTRACT PERIOD OF 48 MONTHS