ULTRATECH: CO Q2 CEMENT VOLUME GROWTH 14% VS EXPECTATIONS OF 15%

ULTRATECH CEMENT Q2 FY27 ; REGIONAL CEMENT DEMAND TRENDS

• NORTH 🟢: Strong infrastructure demand, supported by Delhi–Amritsar and Mumbai–Delhi Expressway projects. Commercial, housing and rural demand also grew.

• CENTRAL 🟢: Infrastructure demand increased, driven by road, airport, metro and thermal power projects. Housing and rural demand remained strong.

• EAST 🔴: Infrastructure demand remained weak due to delayed fund flows, floods in Bihar and Assam, and a cyclone in Odisha. Commercial, housing and rural demand remained broadly stable.

• WEST 🟢: Strong infrastructure demand from Mumbai Metro, expressways, wind turbine projects and solar parks. Commercial, housing and rural demand also increased.

• SOUTH 🟡: Infrastructure demand remained subdued due to slower project execution and aggregate supply disruptions. Commercial, housing and rural demand registered growth.

POLYCAB; Buy flows on large HNI desk at lower levels - NDTV PROFIT CITING DEALING ROOM CHECK 🟢

PG ELECTROPLAST : Buy flows on HNI Desk , Dealers expect strong Q2 earnings - NDTV PROFIT CITING DEALING ROOM CHECK 🟢🟢

PERSISTENT SYSTEMS; Buzz of QIP opening soon - NDTV PROFIT CITING DEALING ROOM CHECK WITH

COFORGE; Street expects large block deal soon , PE is likely to sell stake : CNBC-TV18 CITING DEALING ROOM CHECK 🔴

BAJAJ FINANCE Q2 FY27

Net Profit: ₹6,367 Cr ↑29% YoY | ↑5% QoQ

NII: ₹13,335 Cr ↑24% YoY | ↑6% QoQ

Pre-Provision Operating Profit (PPOP): ₹10,699 Cr ↑23% YoY | ↑23% QoQ

Provisions: ₹2,166 Cr ↑4% YoY | ↑9% QoQ

AUM: ₹5,84,624 Cr ↑26% YoY

BAJAJ FINANCE Q2 FY27 : ACTUAL VS ESTIMATES

Net Profit: ₹6,367 Cr vs ₹6,481 Cr est. — MISS BY 1.76% 🔴

NII: ₹13,335 Cr vs ₹13,532 Cr est. — MISS BY 1.46% 🔴

SOBHA Q2 FY27

Net Profit: ₹33 Cr ↓54% YoY | ↓35% QoQ

Revenue: ₹967.10 Cr ↓31% YoY | ↓24% QoQ

EBITDA: ₹69 Cr ↓28% YoY | ↓12% QoQ

EBITDA Margin: 7.1% vs 6.8% YoY | 6.1% QoQ

NELCO Q2 FY27

Net Profit: ₹1.70 Cr ↑6% YoY | ↓26% QoQ

Revenue: ₹78.10 Cr ↑5% YoY | ↓2% QoQ

EBITDA: ₹18 Cr ↑31% YoY | ↑24% QoQ

EBITDA Margin: 23.4% vs 18.8% YoY | 18.4% QoQ

Bajaj Finance Ltd – ISSUE OF EQUITY SHARES UNDER ESOP

Board approval for issuance of shares under BFL Employee Stock Option Scheme, 2009:

- Approved issue of 49,00,737 equity shares

- Face value of Re. 1 per equity share

- Shares to be issued to the Trustees of BFL Employee Welfare Trust

- Issuance at respective grant prices

Bajaj Finance Ltd – CHANGE IN SENIOR MANAGEMENT

Re-appointment of Chief Information Security Officer:

- Prashant Verma re-appointed as Chief Information Security Officer (CISO)

- Re-appointment effective from 1 February 2027

- Term of re-appointment is for a period of three years

- Prashant Verma has approximately 21 years of experience in the Security Domain

GERMAN CHANCELLOR MERZ: RUSSIA & ALLIES FROM NORTH KOREA TO IRAN ARE ATTACKING UKRAINE AND POST-WWII VALUES OF HUMAN RIGHTS, DEMOCRACY, LIBERTY & RULE OF LAW

GERMAN CHANCELLOR MERZ SAYS GERMANY IS EMBARKING ON THE BIGGEST MODERNIZATION DRIVE IN ITS RECENT HISTORY, COMMITTING OVER EUR 500 BLN BY THE END OF THE DECADE TO STRENGTHEN DEFENSIVE CAPACITIES AND MODERNIZE MILITARY INFRASTRUCTURE

THE IRANIAN NAVY ANNOUNCED THAT AMERICAN FORCES ATTACKED THE "KONARK" NAVAL BASE THIS MORNING AND FIRED TWO SHOTS AT A 35 MM CANNON - IRAN'S SEPAH NEWS

U.S. ENERGY SECRETARY WRIGHT SAYS TALKS WITH THE UK ON DIESEL STOCK RELEASES ARE CONTINUING, ADDING THAT WILLIAMS’ CONSTITUTION PIPELINE IS EXPECTED TO GET PERMITS AND WORK MAY START IN SPRING

BOJ SEES INFLATION NEAR 2% TARGET, PREPARES POLICY PIVOT

GOLD SLIPPED TO $4,134.91 AN OUNCE AS ELEVATED OIL PRICES FUELED INFLATION CONCERNS, SUPPORTING EXPECTATIONS THAT INTEREST RATES COULD REMAIN HIGHER FOR LONGER. FED CHAIR KEVIN WARSH FAVORED HOLDING RATES STEADY AT THE UPCOMING MEETING, EVEN AS TRADERS PRICED IN A 90% CHANCE OF ANOTHER RATE HIKE BY YEAR-END.

OIL HELD NEAR ELEVATED LEVELS AMID MIDDLE EAST SUPPLY RISKS, WHILE US 10-YEAR TREASURY YIELDS REMAINED AT 5.14% AFTER RISING SEVEN BASIS POINTS. GOLD SLIPPED TO AROUND $4,130 AN OUNCE, WHILE FRENCH POLITICAL UNREST ADDED PRESSURE TO EUROPEAN BONDS AND THE EURO.

GALLANTT ISPAT Q2 FY27

Net Profit: ₹60.50 Cr ↓32% YoY | ↓51% QoQ

Revenue: ₹1,145.90 Cr ↑13% YoY | Flat QoQ

EBITDA: ₹110 Cr ↓17% YoY | ↓41% QoQ

EBITDA Margin: 9.6% vs 13.0% YoY | 16.2% QoQ

Yes Bank Ltd – CREDIT RATING UPDATE

Moody’s Investors Service issued ratings release:

- Outlook on the ratings remains Stable