MICROSOFT: STORM-0940 LINKED TO CONNECTWISE SUPPLY-CHAIN COMPROMISE; PASSWORD-SPRAY CAMPAIGN TARGETED 327 ACCOUNTS ACROSS 8 ORGANIZATIONS OCT. 10-14
MICROSOFT SAYS STORM-0940 AUTHENTICATION ACTIVITY WAS DETECTED IN MULTIPLE CUSTOMER ENVIRONMENTS, THOUGH DATA ACCESS HAS NOT BEEN CONFIRMED
MICROSOFT SAYS STORM-0940 HAS USED OAUTH APPLICATIONS TO ACCESS AND EXFILTRATE EMAIL AND OTHER DATA THROUGH MICROSOFT GRAPH
Meta Q3 2026 Earnings $META
EPS $3.83, est. $3.57
Rev. $64.60B, est. $63.33B
Ad rev. $63.06B, est. $61.85B
Family of Apps rev. $64.16B, est. $62.75B
Reality Labs rev. $443M, est. $517.7M
Oper income $12.99B, est. $20.85B
Family of Apps oper income $17.12B, est. $23.3B
Reality Labs oper loss $4.13B, est. loss $5.13B
Establishes new non-voting Class C common stock
Sees Q4 rev. $73B to $76B, est. $73.57B
EPS $3.83, est. $3.57
Rev. $64.60B, est. $63.33B
Ad rev. $63.06B, est. $61.85B
Family of Apps rev. $64.16B, est. $62.75B
Reality Labs rev. $443M, est. $517.7M
Oper income $12.99B, est. $20.85B
Family of Apps oper income $17.12B, est. $23.3B
Reality Labs oper loss $4.13B, est. loss $5.13B
Establishes new non-voting Class C common stock
Sees Q4 rev. $73B to $76B, est. $73.57B
Tesla Q3 2026 Earnings $TSLA
Adj. EPS $0.48, est. $0.44
Rev. $28.05B, est. $28.13B
EPS $0.22, vs. $0.39 y/y
Gross margin 19.6%, est. 17.8%
Automotive rev. $20.56B, est. $19.83B
Services and other rev. $4.61B, est. $4.3B
Energy generation and storage rev. $2.88B, est. $3.91B
Oper income $718M, est. $599.3M
Active FSD subscriptions 1.74M, est. 1.57M
FCF $1.53B, est. -$4.99B
Achieved second consecutive quarter of TTM rev. above $100B
Adj. EPS $0.48, est. $0.44
Rev. $28.05B, est. $28.13B
EPS $0.22, vs. $0.39 y/y
Gross margin 19.6%, est. 17.8%
Automotive rev. $20.56B, est. $19.83B
Services and other rev. $4.61B, est. $4.3B
Energy generation and storage rev. $2.88B, est. $3.91B
Oper income $718M, est. $599.3M
Active FSD subscriptions 1.74M, est. 1.57M
FCF $1.53B, est. -$4.99B
Achieved second consecutive quarter of TTM rev. above $100B
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IBM Q3 2026 Earnings $IBM
Oper EPS $2.95, est. $2.86
Rev. $17.10B, est. $16.83B
Software rev. $7.80B, est. $7.64B
Consulting rev. $5.34B, est. $5.39B
FCF $3.03B, est. $2.63B
Still sees FY rev. at constant FX +4% to +5%, est. +4.12%
Oper EPS $2.95, est. $2.86
Rev. $17.10B, est. $16.83B
Software rev. $7.80B, est. $7.64B
Consulting rev. $5.34B, est. $5.39B
FCF $3.03B, est. $2.63B
Still sees FY rev. at constant FX +4% to +5%, est. +4.12%
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NESTLE INDIA, ZYDUS WELLNESS
FSSAI HAS ISSUED NOTICES TO NESTLE INDIA AND ZYDUS WELLNESS OVER "MISLEADING CLAIMS" IN CERTAIN PRODUCTS AND HAS ASKED THE COMPANIES TO PROVIDE SCIENTIFIC PROOFS TO SUPPORT THEIR ADVERTISEMENTS
FSSAI HAS ISSUED NOTICES TO NESTLE INDIA AND ZYDUS WELLNESS OVER "MISLEADING CLAIMS" IN CERTAIN PRODUCTS AND HAS ASKED THE COMPANIES TO PROVIDE SCIENTIFIC PROOFS TO SUPPORT THEIR ADVERTISEMENTS
GOLDMAN SACHS ON INDIAN HOTELS
Target ₹890
Earlier Target ₹870
Recommendation Buy
KEY TAKEAWAYS
Q2: Large beat on RevPAR, FY27 revenue guidance raised
FY27 guidance raised, H2 visibility should ease some investor concerns
Likely to provide detailed long-term guidance for hotel additions in November
Earlier target of 700 portfolio hotels by FY30 will be complete well ahead of schedule
Target ₹890
Earlier Target ₹870
Recommendation Buy
KEY TAKEAWAYS
Q2: Large beat on RevPAR, FY27 revenue guidance raised
FY27 guidance raised, H2 visibility should ease some investor concerns
Likely to provide detailed long-term guidance for hotel additions in November
Earlier target of 700 portfolio hotels by FY30 will be complete well ahead of schedule
WAAREE RENEWABLE:
CO.EXPECTS TO MAINTAIN CONSOLIDATED EBITDA MARGINS ABOVE 15% AND ANTICIPATES T&D SEGMENT MARGINS, CURRENTLY 9-10%, TO IMPROVE IN COMING QUARTERS; THE UNEXECUTED ORDER BOOK OF OVER INR5,500 CR, INCLUDING INR3,300 CR FROM SOLAR EPC AND BESS, IS EXPECTED TO CONVERT INTO REVENUE OVER THE NEXT THREE TO FOUR QUARTERS
CO.EXPECTS TO MAINTAIN CONSOLIDATED EBITDA MARGINS ABOVE 15% AND ANTICIPATES T&D SEGMENT MARGINS, CURRENTLY 9-10%, TO IMPROVE IN COMING QUARTERS; THE UNEXECUTED ORDER BOOK OF OVER INR5,500 CR, INCLUDING INR3,300 CR FROM SOLAR EPC AND BESS, IS EXPECTED TO CONVERT INTO REVENUE OVER THE NEXT THREE TO FOUR QUARTERS
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MORGAN STANLEY ON VISHAL MEGA MART
Target ₹146
Recommendation Overweight
KEY TAKEAWAYS
Broad-based miss; impact of festive shift greater than expected
Reiterated FY27 double-digit SSSG target, implying lower growth in Q2 to be compensated in Q3
No customer demand moderation seen so far across regions
No further price hikes needed, at current levels of inflation
Confident on being able to maintain YoY margins in FY27, aided by cost re-engineering
Target ₹146
Recommendation Overweight
KEY TAKEAWAYS
Broad-based miss; impact of festive shift greater than expected
Reiterated FY27 double-digit SSSG target, implying lower growth in Q2 to be compensated in Q3
No customer demand moderation seen so far across regions
No further price hikes needed, at current levels of inflation
Confident on being able to maintain YoY margins in FY27, aided by cost re-engineering
MORGAN STANLEY ON ADANI GREEN
Target *1525
Recommendation Overweight
KEY TAKEAWAYS
Healthy Beat; 2%/8% beat on revenue/EBITDA, underpinning a strong PAT beat
Wind and hybrid CUFs in particular surprised, and were significantly stronger YoY
Key Moniterables in the Earnings call: Merchant realisations, BESS contribution and scale up over FY27, impact of curtailment
Target *1525
Recommendation Overweight
KEY TAKEAWAYS
Healthy Beat; 2%/8% beat on revenue/EBITDA, underpinning a strong PAT beat
Wind and hybrid CUFs in particular surprised, and were significantly stronger YoY
Key Moniterables in the Earnings call: Merchant realisations, BESS contribution and scale up over FY27, impact of curtailment
MACQUARIE ON ETERNAL
Target ₹225
Recommendation Underperform
KEY TAKEAWAYS
Continued strong execution
Management raised its store guidance to >3,500 by Mar-27 from 3,000 earlier
Acknowledge that consistent execution supports consensus expectations
Prefer Eternal over Swiggy and rate Eternal Underperform given what we believe is already priced in
Target ₹225
Recommendation Underperform
KEY TAKEAWAYS
Continued strong execution
Management raised its store guidance to >3,500 by Mar-27 from 3,000 earlier
Acknowledge that consistent execution supports consensus expectations
Prefer Eternal over Swiggy and rate Eternal Underperform given what we believe is already priced in
INDIAN HOTELS CO CONCALL UPDATE
CO. IS ON TRACK TO ACHIEVE ITS TARGET OF 50 HOTEL OPENINGS IN FY27, WITH 30 HOTELS EXPECTED TO OPEN IN THE SECOND HALF;
MANAGEMENT REMAINS CONFIDENT OF SUSTAINING MANAGEMENT FEE GROWTH AT A HIGH TEENS CAGR, SUPPORTED BY A STRONG PIPELINE AND NEW HOTEL CONTRIBUTIONS.
CO. IS ON TRACK TO ACHIEVE ITS TARGET OF 50 HOTEL OPENINGS IN FY27, WITH 30 HOTELS EXPECTED TO OPEN IN THE SECOND HALF;
MANAGEMENT REMAINS CONFIDENT OF SUSTAINING MANAGEMENT FEE GROWTH AT A HIGH TEENS CAGR, SUPPORTED BY A STRONG PIPELINE AND NEW HOTEL CONTRIBUTIONS.
INTERNATIONAL GEMOLOGICAL GUIDANCE
MANAGEMENT INITIALLY GUIDED FOR FY2027 REVENUE GROWTH OF 15% AND EBITDA GROWTH OF 20%, SET IN MAY;
GIVEN THE STRONG H1 PERFORMANCE, WITH REVENUES GROWING 27% AND EBITDA 34%, MANAGEMENT EXPECTS TO OUTPERFORM THE FULL
MANAGEMENT INITIALLY GUIDED FOR FY2027 REVENUE GROWTH OF 15% AND EBITDA GROWTH OF 20%, SET IN MAY;
GIVEN THE STRONG H1 PERFORMANCE, WITH REVENUES GROWING 27% AND EBITDA 34%, MANAGEMENT EXPECTS TO OUTPERFORM THE FULL
FESTIVE DEMAND IS BOOSTING BOOKINGS AT MARUTI SUZUKI, HYUNDAI AND TATA MOTORS, WITH MARUTI SUZUKI (MARUTI) THE KEY STOCK TO WATCH, THOUGH SUPPLY CONSTRAINTS AND A HIGH COMPARISON BASE MAY LIMIT SALES GROWTH.
ABBOTT INDIA: ABBOTT LAB TO SPIN OFF NUTRITION BUSINESS AS IT REFOCUSES ON CORE HEALTHCARE OPERATIONS
ULTRATECH CEMENT PRICE HIKES SET TO SUPPORT H2 MARGINS, BUT FUEL COSTS REMAIN KEY RISK
U.S SEEKS TO DEEPEN ENERGY PARTNERSHIP WITH INDIA AS LPG SUPPLIES SURGE ( RELIANCE INDUSTRIES )
HDFC BANK PROBE FLAGS ALLEGED LEAK OF CONFIDENTIAL STRATEGIES BY TWO SENIOR EXECUTIVES, RAISING GOVERNANCE CONCERNS
GUJARAT URGES INDUSTRIES TO SHIFT POWER CONSUMPTION AS ELECTRICITY DEMAND SURGES AND COAL SUPPLIES TIGHTEN
ABBOTT INDIA: ABBOTT LAB TO SPIN OFF NUTRITION BUSINESS AS IT REFOCUSES ON CORE HEALTHCARE OPERATIONS
ULTRATECH CEMENT PRICE HIKES SET TO SUPPORT H2 MARGINS, BUT FUEL COSTS REMAIN KEY RISK
U.S SEEKS TO DEEPEN ENERGY PARTNERSHIP WITH INDIA AS LPG SUPPLIES SURGE ( RELIANCE INDUSTRIES )
HDFC BANK PROBE FLAGS ALLEGED LEAK OF CONFIDENTIAL STRATEGIES BY TWO SENIOR EXECUTIVES, RAISING GOVERNANCE CONCERNS
GUJARAT URGES INDUSTRIES TO SHIFT POWER CONSUMPTION AS ELECTRICITY DEMAND SURGES AND COAL SUPPLIES TIGHTEN
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SRF Ltd – Q2 FY27 FINANCIAL RESULTS HIGHLIGHTS
Un-audited financial results for the quarter and half year ended 30th September 2026:
- Revenue from Operations: INR 4904.2 Cr (up 35% YoY)
- Operational EBIT: INR 816 Cr (up 25% YoY)
- Profit Before Tax (PBT): INR 671 Cr (up 17% YoY)
- Profit After Tax (PAT): INR 509.1 Cr (up 14% YoY)
- Chemicals Business Revenue: INR 2079.5 Cr
- Performance Films & Foil Revenue: INR 2122.4 Cr
Un-audited financial results for the quarter and half year ended 30th September 2026:
- Revenue from Operations: INR 4904.2 Cr (up 35% YoY)
- Operational EBIT: INR 816 Cr (up 25% YoY)
- Profit Before Tax (PBT): INR 671 Cr (up 17% YoY)
- Profit After Tax (PAT): INR 509.1 Cr (up 14% YoY)
- Chemicals Business Revenue: INR 2079.5 Cr
- Performance Films & Foil Revenue: INR 2122.4 Cr