QUANT MUTUAL FUND, SANDEEP TANDON
More Optimistic On The FII Flow Front Now
Worried About 150 Midcap Stks Where Locals (Retail, HNI, Family Offices) Have Crowded Into, They Are Expensive
Market Could Form A Trading Bottom In The Next Few Weeks
We Are In The Early Phases Of Capitulation In Midcaps
Time To Identify Relatively High Beta Names In Large Caps
More Optimistic On The FII Flow Front Now
Worried About 150 Midcap Stks Where Locals (Retail, HNI, Family Offices) Have Crowded Into, They Are Expensive
Market Could Form A Trading Bottom In The Next Few Weeks
We Are In The Early Phases Of Capitulation In Midcaps
Time To Identify Relatively High Beta Names In Large Caps
SOWILO INVESTMENT SANDIP AGARWAL
I.T. SECTOR OUTLOOK
Expect Minimal Impact Of Al Deflation In H2FY27 For IT Cos
Expect IT Cos To Deliver PAT Growth Of 45-70% Over The Next 3 Years
Global IT Cos Have Recovered Much Faster Than Indian IT Cos
Enterprise Al Is A Big Opportunity For IT Cos Going Ahead
Stock Valuations Are A Concern For Cybersecurity Providers
I.T. SECTOR OUTLOOK
Expect Minimal Impact Of Al Deflation In H2FY27 For IT Cos
Expect IT Cos To Deliver PAT Growth Of 45-70% Over The Next 3 Years
Global IT Cos Have Recovered Much Faster Than Indian IT Cos
Enterprise Al Is A Big Opportunity For IT Cos Going Ahead
Stock Valuations Are A Concern For Cybersecurity Providers
PAISALO DIGITAL Q2 FY27
Net Profit: ₹66 Cr ↑27% YoY | ↑7% QoQ
Revenue: ₹277 Cr ↑24% YoY | ↑7% QoQ
Operating Profit: ₹223 Cr ↑32% YoY | ↑10% QoQ
Operating Profit Margin: 80.3% vs 75.4% YoY | 77.6% QoQ
Net Profit: ₹66 Cr ↑27% YoY | ↑7% QoQ
Revenue: ₹277 Cr ↑24% YoY | ↑7% QoQ
Operating Profit: ₹223 Cr ↑32% YoY | ↑10% QoQ
Operating Profit Margin: 80.3% vs 75.4% YoY | 77.6% QoQ
PAISALO DIGITAL Q2 FY27 (Consolidated)
GROSS NPA AT: 0.66% (vs 0.70% in Q1 FY27 | vs 0.81% in Q2 FY26)
NET NPA AT: 0.46% (vs 0.49% in Q1 FY27 | vs 0.65% in Q2 FY26)
NIMs AT: 6.43% (vs 6.60% in Q1 FY27 | vs 6.52% in Q2 FY26)
GROSS NPA AT: 0.66% (vs 0.70% in Q1 FY27 | vs 0.81% in Q2 FY26)
NET NPA AT: 0.46% (vs 0.49% in Q1 FY27 | vs 0.65% in Q2 FY26)
NIMs AT: 6.43% (vs 6.60% in Q1 FY27 | vs 6.52% in Q2 FY26)
KEI INDUSTRIES, ANIL GUPTA SAYS
Expect FY27 Volume Growth To Be Over 10% & Revenue Growth To Be 25%
Sanand EHV Facility Will Commence By End Of March 2027
West Asia Market Demand Is Present, Issue Is Logistics
Street Is Taking Impact Of UltraTech's Entry On Incumbents 'Too Seriously'
Do Not Expect To See Price Cut Led Competition Due To UltraTech's Entry
Expect FY27 Volume Growth To Be Over 10% & Revenue Growth To Be 25%
Sanand EHV Facility Will Commence By End Of March 2027
West Asia Market Demand Is Present, Issue Is Logistics
Street Is Taking Impact Of UltraTech's Entry On Incumbents 'Too Seriously'
Do Not Expect To See Price Cut Led Competition Due To UltraTech's Entry
EMUDHRA, KAUSHIK SRINIVASAN SAYS
'Its A One-off Incident On A Bad Day'
IT Ministry Officials Visited Us As Well
Admit There Was A Script Error, But This Is A One-off Issue
No Damage Done To The Ecosystem
e-Sign Biz Is Only 1% Of Our Overall Global Revenue, No Impact On Digital Enterprise Rev
'Its A One-off Incident On A Bad Day'
IT Ministry Officials Visited Us As Well
Admit There Was A Script Error, But This Is A One-off Issue
No Damage Done To The Ecosystem
e-Sign Biz Is Only 1% Of Our Overall Global Revenue, No Impact On Digital Enterprise Rev
BETA DRUGS Q2 FY27
Net Profit: ₹19 Cr ↑58% YoY | ↑17% QoQ
Revenue: ₹137 Cr ↑33% YoY | ↑10% QoQ
EBITDA: ₹30 Cr ↑42% YoY | ↑11% QoQ
EBITDA Margin: 22.0% vs 20.6% YoY | 21.8% QoQ
Net Profit: ₹19 Cr ↑58% YoY | ↑17% QoQ
Revenue: ₹137 Cr ↑33% YoY | ↑10% QoQ
EBITDA: ₹30 Cr ↑42% YoY | ↑11% QoQ
EBITDA Margin: 22.0% vs 20.6% YoY | 21.8% QoQ
APOLLO MICRO:
CO HAS COMMISSIONED THE BOLKUNDA SILO UNIT, A NEW BULK EXPLOSIVES SILO PLANT WITH A CAPACITY OF 9,000 MT, SPREAD OVER 8.4 ACRES OF LAND NEAR ASANSOL, WEST BENGA
CO HAS COMMISSIONED THE BOLKUNDA SILO UNIT, A NEW BULK EXPLOSIVES SILO PLANT WITH A CAPACITY OF 9,000 MT, SPREAD OVER 8.4 ACRES OF LAND NEAR ASANSOL, WEST BENGA
YES BANK:
BANK SAYS SUPREME COURT’S ₹8,415-CRORE AT1 BOND RULING WILL NOT DERAIL GROWTH
BANK SAYS SUPREME COURT’S ₹8,415-CRORE AT1 BOND RULING WILL NOT DERAIL GROWTH
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SRF CONF CALL -
Outlook improving -
See better outlook for H2 growth -
Specialty Chem business see growth better in second half
Outlook improving -
See better outlook for H2 growth -
Specialty Chem business see growth better in second half
TATA TELE. MAH. Q2 FY27 (STANDALONE)
Net Loss: ₹59 Cr vs ₹321 Cr loss YoY | ↓18% QoQ
Revenue: ₹310 Cr ↑8% YoY | ↑3% QoQ
Other Income: ₹2 Cr — Flat YoY | Flat QoQ
Net Loss: ₹59 Cr vs ₹321 Cr loss YoY | ↓18% QoQ
Revenue: ₹310 Cr ↑8% YoY | ↑3% QoQ
Other Income: ₹2 Cr — Flat YoY | Flat QoQ
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PARSHVA ENTERPRISES Q2 FY27 (CONS.)
Net Profit: ₹0.08 Cr ↑17.44% YoY | ↑5.49% QoQ
Revenue: ₹6.78 Cr ↑7.95% YoY | ↑5.72% QoQ
EBITDA: ₹0.16 Cr ↑33.25% YoY | ↓2.28% QoQ
EBITDA Margin: 2.41% vs 1.95% YoY | 2.60% QoQ
Net Profit: ₹0.08 Cr ↑17.44% YoY | ↑5.49% QoQ
Revenue: ₹6.78 Cr ↑7.95% YoY | ↑5.72% QoQ
EBITDA: ₹0.16 Cr ↑33.25% YoY | ↓2.28% QoQ
EBITDA Margin: 2.41% vs 1.95% YoY | 2.60% QoQ
Kopran Ltd – EU GMP INSPECTION UPDATE
EU Medicine Authority inspection at Khopoli formulation facility:
- Inspection conducted from September 18, 2026, to September 23, 2026
- Successfully concluded with no critical observations
- One major observation and some minor observations recorded
- No data integrity related observations reported
- Compliance responses to be submitted within a fortnight
EU Medicine Authority inspection at Khopoli formulation facility:
- Inspection conducted from September 18, 2026, to September 23, 2026
- Successfully concluded with no critical observations
- One major observation and some minor observations recorded
- No data integrity related observations reported
- Compliance responses to be submitted within a fortnight
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Caliber Mining And Logistics Ltd – REVISED DIESEL PRICE COMPENSATION MECHANISM
Revision in diesel price variation mechanism for mining service contracts with Coal India Limited subsidiaries:
- Compensation basis changed from retail pump price to bulk diesel price including transportation costs
- 100% of diesel price increase over the tender-assumed price will be compensated
- Diesel quantity for compensation will be based on standard consumption norms for work done instead of a fixed formula
- Revised method applies retrospectively from 20 March 2026
- Fortnightly payments up to 75% of work value will continue with final settlement in monthly bills
- Mechanism applies to contracts with Western Coalfields Limited (WCL) and Northern Coalfields Limited (NCL)
Revision in diesel price variation mechanism for mining service contracts with Coal India Limited subsidiaries:
- Compensation basis changed from retail pump price to bulk diesel price including transportation costs
- 100% of diesel price increase over the tender-assumed price will be compensated
- Diesel quantity for compensation will be based on standard consumption norms for work done instead of a fixed formula
- Revised method applies retrospectively from 20 March 2026
- Fortnightly payments up to 75% of work value will continue with final settlement in monthly bills
- Mechanism applies to contracts with Western Coalfields Limited (WCL) and Northern Coalfields Limited (NCL)
J&K BANK Q2 FY27
Net Profit: ₹553 Cr ↑12% YoY | ↑29% QoQ
NII: ₹1,504 Cr ↑5% YoY | Flat QoQ
PPOP: ₹790 Cr ↑27% YoY | ↑12% QoQ
Provisions: ₹72 Cr vs ₹11 Cr reversal YoY | ↓14% QoQ
Advances: ₹1,31,202 Cr ↑25% YoY
Deposits: ₹1,76,776 Cr ↑16% YoY
Net Profit: ₹553 Cr ↑12% YoY | ↑29% QoQ
NII: ₹1,504 Cr ↑5% YoY | Flat QoQ
PPOP: ₹790 Cr ↑27% YoY | ↑12% QoQ
Provisions: ₹72 Cr vs ₹11 Cr reversal YoY | ↓14% QoQ
Advances: ₹1,31,202 Cr ↑25% YoY
Deposits: ₹1,76,776 Cr ↑16% YoY
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J&K BANK: BANK SAYS 60% OF THE NET INCREMENTAL CREDIT HAS BEEN CONTRIBUTED BY RETAIL, AGRICULTURE, MSME (RAM) SEGMENT
BRENT CRUDE FUTURES EXTEND RISE, UP OVER 3% TO $112.55 A BARREL TO HIGHEST SINCE MAY