PITTI ENGINEERING Q2 FY27 (STANDALONE)
Net Profit: βΉ34 Cr β15% YoY | β15% QoQ
Revenue: βΉ578 Cr β21% YoY | β9% QoQ
EBITDA: βΉ89 Cr β14% YoY | β3% QoQ
EBITDA Margin: 15.4% vs 16.3% YoY | 16.3% QoQ
Net Profit: βΉ34 Cr β15% YoY | β15% QoQ
Revenue: βΉ578 Cr β21% YoY | β9% QoQ
EBITDA: βΉ89 Cr β14% YoY | β3% QoQ
EBITDA Margin: 15.4% vs 16.3% YoY | 16.3% QoQ
β€1
BLUESTONE JEWELLERY Q2 FY27 (CONS.)
Net Profit: βΉ4.37 Cr loss vs βΉ52.10 Cr loss YoY | βΉ5.96 Cr profit QoQ
Revenue: βΉ745.03 Cr β45.05% YoY | β1.11% QoQ
EBITDA: βΉ94.90 Cr β127.67% YoY | β12.00% QoQ
EBITDA Margin: 12.74% vs 8.12% YoY | 14.64% QoQ
Net Profit: βΉ4.37 Cr loss vs βΉ52.10 Cr loss YoY | βΉ5.96 Cr profit QoQ
Revenue: βΉ745.03 Cr β45.05% YoY | β1.11% QoQ
EBITDA: βΉ94.90 Cr β127.67% YoY | β12.00% QoQ
EBITDA Margin: 12.74% vs 8.12% YoY | 14.64% QoQ
HPCL Q2 FY27 : ACTUAL VS ESTIMATES
π’ NET PROFIT
Actual: βΉ3,482.6 Cr
Estimates: Loss of βΉ5,864 Cr
Beat by βΉ9,346.6 Cr
π΄ REVENUE
Actual: βΉ1.30 Lakh Cr
Estimates: βΉ1.40 Lakh Cr
Miss by 7.14%
π’ EBITDA
Actual: βΉ9,075 Cr
Estimates: Loss of βΉ4,913 Cr
Beat by βΉ13,988 Cr
π’ NET PROFIT
Actual: βΉ3,482.6 Cr
Estimates: Loss of βΉ5,864 Cr
Beat by βΉ9,346.6 Cr
π΄ REVENUE
Actual: βΉ1.30 Lakh Cr
Estimates: βΉ1.40 Lakh Cr
Miss by 7.14%
π’ EBITDA
Actual: βΉ9,075 Cr
Estimates: Loss of βΉ4,913 Cr
Beat by βΉ13,988 Cr
β€5π2
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 AMERICAβS 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 IRGCβS ABILITY TO FUND PROXY MILITIAS AND CRIMINAL NETWORKS
π2β€1
UKRAINEβS PRESIDENT ZELENSKIY SAYS STARLINK SPEED FOR UKRAINE HAS NOT BEEN RESTORED AND THAT βWE ARE TACKLING THE ISSUE,β ADDING THAT UKRAINE IS READY FOR PEACE TALKS AT THE G20 BUT HAS SO FAR RECEIVED NO SUCH INVITATION
π5
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
π1π
1
Bse in focus
BSEβs expiry-day premium turnover hit an all-time high of βΉ85,356 Cr.
β’ October premium ADTV at βΉ39,014 Cr is also at an all-time high, significantly above the Q1 average of ~βΉ29,000 Cr.
β’ BSEβs market share has reached a record 37%, highlighting continued gains in derivatives.
BSEβs expiry-day premium turnover hit an all-time high of βΉ85,356 Cr.
β’ October premium ADTV at βΉ39,014 Cr is also at an all-time high, significantly above the Q1 average of ~βΉ29,000 Cr.
β’ BSEβs market share has reached a record 37%, highlighting continued gains in derivatives.
π₯5β€1
REDINGTON π’
Apple's iPhone Duo hits stores in face of short supply and high demand : Reports
Apple's iPhone Duo hits stores in face of short supply and high demand : Reports
β€2
HAVELLS says
Q3 Will Be A Weak Quarter For Fans
Q2 Saw Positive Momentum in Cables, Lloyd Biz
Q3 Will Be A Weak Quarter For Fans
Q2 Saw Positive Momentum in Cables, Lloyd Biz
NEW IPO LISTING TODAY
β’ TONBO Listing Price: βΉ1,160 Issue Price: βΉ700 Gain: βΉ460 (+65.71%)
β’ SMT Listing Price: βΉ371.15 Issue Price: βΉ344 Gain: βΉ27.15 (+7.89%)
β’ ZETWERK Listing Price: βΉ159.25 Issue Price: βΉ151 Gain: βΉ8.25 (+5.46%)
β’ BONFIG Listing Price: βΉ586 Issue Price: βΉ586 Gain: βΉ0 (0.00%)
β’ TONBO Listing Price: βΉ1,160 Issue Price: βΉ700 Gain: βΉ460 (+65.71%)
β’ SMT Listing Price: βΉ371.15 Issue Price: βΉ344 Gain: βΉ27.15 (+7.89%)
β’ ZETWERK Listing Price: βΉ159.25 Issue Price: βΉ151 Gain: βΉ8.25 (+5.46%)
β’ BONFIG Listing Price: βΉ586 Issue Price: βΉ586 Gain: βΉ0 (0.00%)
AMITAVA CHATTERJEE, J&K BANK SAYS
Believe NIM Has Bottomed Out In Q2FY27, Expect NIMs To Improve From Hereon
Last Year Was Tough, Hence Had To Go For High-cost Deposits & Competitive Rates In Loans
14-15% Of Our Loans Are Fixed, These Loans Are Given To J&K Govt Employees
Have Been Focussing On Other Income, All Components Of The Same Have Shown Improvement
High Yield Products Are Now Picking Up, It's A Transition Phase
Believe NIM Has Bottomed Out In Q2FY27, Expect NIMs To Improve From Hereon
Last Year Was Tough, Hence Had To Go For High-cost Deposits & Competitive Rates In Loans
14-15% Of Our Loans Are Fixed, These Loans Are Given To J&K Govt Employees
Have Been Focussing On Other Income, All Components Of The Same Have Shown Improvement
High Yield Products Are Now Picking Up, It's A Transition Phase
Someone sold INFOSYS at lower circuit in NSE and BSE
NSE low at 1038.05 vs ATP of 1172
NSE low at 1038.05 vs ATP of 1172
π€5β€1π1
Heritage Foods Ltd β AMALGAMATION OF WHOLLY OWNED SUBSIDIARY
Heritage Foods approves merger of Heritage Novandie Foods Limited:
- Amalgamation of Heritage Novandie Foods Limited (Livo yogurt brand) with Heritage Foods Limited
- Aim to simplify group structure and reduce administrative and regulatory requirements
- VAP contribution to dairy revenue (excl. ghee and butter) was 35.4% in Q2 FY27
- H1 FY27 VAP contribution to dairy revenue reached 39.6%
- Company aims to increase VAP contribution to approximately 50% over the next three years
Heritage Foods approves merger of Heritage Novandie Foods Limited:
- Amalgamation of Heritage Novandie Foods Limited (Livo yogurt brand) with Heritage Foods Limited
- Aim to simplify group structure and reduce administrative and regulatory requirements
- VAP contribution to dairy revenue (excl. ghee and butter) was 35.4% in Q2 FY27
- H1 FY27 VAP contribution to dairy revenue reached 39.6%
- Company aims to increase VAP contribution to approximately 50% over the next three years
SHREE CEMENT Q2 FY27 (STANDALONE)
Net Profit: βΉ205.33 Cr β25.92% YoY | β53.11% QoQ
Revenue: βΉ5,107.44 Cr β18.64% YoY | β9.29% QoQ
EBITDA: βΉ955.11 Cr β5.25% YoY | β25.20% QoQ
EBITDA Margin: 18.70% vs 23.44% YoY | 22.68% QoQ
Net Profit: βΉ205.33 Cr β25.92% YoY | β53.11% QoQ
Revenue: βΉ5,107.44 Cr β18.64% YoY | β9.29% QoQ
EBITDA: βΉ955.11 Cr β5.25% YoY | β25.20% QoQ
EBITDA Margin: 18.70% vs 23.44% YoY | 22.68% QoQ
STEEL STRIPS WHEELS Q2 FY27
Net Profit: βΉ117 Cr β229% YoY | β68% QoQ
Revenue: βΉ1,930 Cr β61% YoY | β28% QoQ
EBITDA: βΉ236 Cr β112% YoY | β45% QoQ
EBITDA Margin: 12.2% vs 9.3% YoY | 10.8% QoQ
Net Profit: βΉ117 Cr β229% YoY | β68% QoQ
Revenue: βΉ1,930 Cr β61% YoY | β28% QoQ
EBITDA: βΉ236 Cr β112% YoY | β45% QoQ
EBITDA Margin: 12.2% vs 9.3% YoY | 10.8% QoQ
ADANI ENERGY: CO'S TRANSMISSION CAPITALIZATION IS EXPECTED AT βΉ8,000β9,000 CRORE IN FY27 AND AROUND βΉ10,000 CRORE IN FY28, RISING THEREAFTER WITH HVDC COMMISSIONING