HPCL Q2 FY27

EBITDA: ₹8,934 Cr vs ₹1,626 Cr loss QoQ | ↑30% YoY

EBITDA Margin: 6.64% vs -11.58% QoQ | 6.8% YoY

PAISALO:

CO DOUBLING AUM FROM ₹7,265.9 CR TO ~₹13,415 CR BY FY30 REQUIRES A COMPOUND ANNUAL GROWTH RATE OF ~23-25%, BELOW THE CURRENT 33% AUM GROWTH TRAJECTORY.

HOWEVER, SUSTAINING 6% NIM WHILE FINANCE COSTS GREW 33% YOY DUE TO LATE FUND DEPLOYMENT REQUIRES RAPID SECOND-HALF ASSET CONVERSION WITHOUT DILUTING CREDIT STANDARDS.

CYIENT Q2 FY27 (CONS.)

Net Profit: ₹132.50 Cr ↓7.28% YoY | ↑21.90% QoQ

Revenue: ₹2,235 Cr ↑25.49% YoY | ↑7.67% QoQ

EBIT: ₹228.40 Cr ↑55.80% YoY | ↑22.07% QoQ

EBIT Margin: 10.22% vs 8.23% YoY | 9.01% QoQ

COLGATE-PALMOLIVE Q2 FY27 (STANDALONE)

Net Profit: ₹342 Cr ↑4% YoY | Flat QoQ

Revenue: ₹1,706 Cr ↑12% YoY | ↑6% QoQ

Operating Profit: ₹473 Cr ↑2% YoY | ↓2% QoQ

Operating Profit Margin: 27.8% vs 30.6% YoY | 30.1% QoQ

COLGATE Q2 FY27 : RESULTS VS ESTIMATES

🔴 Net Profit: ₹341.5 Cr vs ₹367 Cr estimated — Miss by 6.95%

🔴 Revenue: ₹1,705.7 Cr vs ₹1,734 Cr estimated — Miss by 1.63%

🔴 EBITDA: ₹474 Cr vs ₹518 Cr estimated — Miss by 8.49%

🔴 EBITDA Margin: 28% vs 30% estimated — Miss by 200 bps

Rallis India Ltd – Q2 FY27 FINANCIAL RESULTS HIGHLIGHTS

Financial results for the second quarter and half year ended September 30, 2026:

- Q2 Revenue: INR 858 Cr (vs INR 861 Cr in Q2FY26)

- Q2 EBITDA: INR 126 Cr (vs INR 154 Cr in Q2FY26)

- Q2 PAT: INR 85 Cr (vs INR 102 Cr in Q2FY26)

- H1 PAT: INR 210 Cr (vs INR 197 Cr in H1FY26)

- Soil & Plant Health revenue: Increased 22% YoY in Q2

- Seeds revenue: Decreased 31% YoY in Q2

ORIENT CEMENT Q2 FY27 STANDALONE RESULTS

• Net Profit: ₹32 Cr ↓35% YoY, ↓58% QoQ

• Revenue: ₹565 Cr ↓12% YoY, ↓6% QoQ

• EBITDA: ₹75 Cr ↓55% YoY, ↓48% QoQ

• EBITDA Margin: 13.3% vs 25.7% YoY, 23.8% QoQ

NUVOCO VISTAS Q2 FY27 CONSOLIDATED RESULTS

• Net Profit: ₹65 Cr ↑78% YoY, ↓59% QoQ

• Revenue: ₹2,790 Cr ↑14% YoY, ↓11% QoQ

• EBITDA: ₹408 Cr ↑11% YoY, ↓28% QoQ

• EBITDA Margin: 14.6% vs 14.9% YoY, 18.2% QoQ

SAGILITY Q2 FY27 (CONS.)

Net Profit: ₹284 Cr ↑13.15% YoY | ↑30.88% QoQ

Revenue: ₹2,032 Cr ↑22.56% YoY | ↑3.51% QoQ

EBITDA: ₹512 Cr ↑23.37% YoY | ↑16.89% QoQ

EBITDA Margin: 25.20% vs 25.03% YoY | 22.31% QoQ

PITTI ENGINEERING Q2 FY27 (STANDALONE)

Net Profit: ₹34 Cr ↓15% YoY | ↑15% QoQ

Revenue: ₹578 Cr ↑21% YoY | ↑9% QoQ

EBITDA: ₹89 Cr ↑14% YoY | ↑3% QoQ

EBITDA Margin: 15.4% vs 16.3% YoY | 16.3% QoQ

BLUESTONE JEWELLERY Q2 FY27 (CONS.)

Net Profit: ₹4.37 Cr loss vs ₹52.10 Cr loss YoY | ₹5.96 Cr profit QoQ

Revenue: ₹745.03 Cr ↑45.05% YoY | ↑1.11% QoQ

EBITDA: ₹94.90 Cr ↑127.67% YoY | ↓12.00% QoQ

EBITDA Margin: 12.74% vs 8.12% YoY | 14.64% QoQ

HPCL Q2 FY27 : ACTUAL VS ESTIMATES

🟢 NET PROFIT
Actual: ₹3,482.6 Cr
Estimates: Loss of ₹5,864 Cr
Beat by ₹9,346.6 Cr

🔴 REVENUE
Actual: ₹1.30 Lakh Cr
Estimates: ₹1.40 Lakh Cr
Miss by 7.14%

🟢 EBITDA
Actual: ₹9,075 Cr
Estimates: Loss of ₹4,913 Cr
Beat by ₹13,988 Cr

FEDERAL COMMUNICATIONS COMMISSION BLOCKS TWO DEVICES FROM THE US MARKET THAT CONTAIN CHINESE-MADE SURVEILLANCE CHIPS PRODUCED BY A SUBSIDIARY OF HUAWEI

U.S. CENTRAL COMMAND SAYS TODAY MARKS 100 DAYS SINCE CENTCOM FORCES RESUMED AMERICA’S STEEL WALL NAVAL BLOCKADE AGAINST IRAN, ADDING THAT THE EFFORT HAS HELPED PREVENT IRAN FROM EXPORTING AT LEAST $25 BLN WORTH OF CRUDE OIL AND CONSTRAINED THE IRGC’S ABILITY TO FUND PROXY MILITIAS AND CRIMINAL NETWORKS

UKRAINE’S PRESIDENT ZELENSKIY SAYS STARLINK SPEED FOR UKRAINE HAS NOT BEEN RESTORED AND THAT “WE ARE TACKLING THE ISSUE,” ADDING THAT UKRAINE IS READY FOR PEACE TALKS AT THE G20 BUT HAS SO FAR RECEIVED NO SUCH INVITATION

TRUMP CALLED MUSK AND ASKED HIM TO LIFT UKRAINE STARLINK RESTRICTIONS

STARLINK SYSTEM WAS WORKING MORE NORMALLY THURSDAY, SHORTLY AFTER THE TRUMP-MUSK CONVERSATION, U.S. AND UKRAINIAN OFFICIALS SAID

WHITE HOUSE SAYS TRUMP HAS SIGNED AN EXECUTIVE ORDER ADDRESSING HOUSING COSTS, DECREASING HOUSING COSTS FOR AMERICANS

FLORIDA MEETINGS BETWEEN LEBANON & ISRAEL END WITHOUT BREAKTHROUGH

Bse in focus

BSE’s expiry-day premium turnover hit an all-time high of ₹85,356 Cr.
• October premium ADTV at ₹39,014 Cr is also at an all-time high, significantly above the Q1 average of ~₹29,000 Cr.
• BSE’s market share has reached a record 37%, highlighting continued gains in derivatives.

REDINGTON 🟢

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