STERLITE TECH Q2 ;
Co says STL's focus markets North America expected to lead demand growth, with CRU projecting a 20% CAGR through
Co says STL's focus markets North America expected to lead demand growth, with CRU projecting a 20% CAGR through
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SUKHJIT STARCH Q2 FY27 (CONS.)
Net Profit: βΉ15 Cr β255% YoY | β26% QoQ
Revenue: βΉ408 Cr β30% YoY | β3% QoQ
EBITDA: βΉ35 Cr β93% YoY | β16% QoQ
EBITDA Margin: 8.6% vs 5.8% YoY | 7.6% QoQ
Net Profit: βΉ15 Cr β255% YoY | β26% QoQ
Revenue: βΉ408 Cr β30% YoY | β3% QoQ
EBITDA: βΉ35 Cr β93% YoY | β16% QoQ
EBITDA Margin: 8.6% vs 5.8% YoY | 7.6% QoQ
CAMEX Q2 FY27 (STANDALONE)
Net Profit: βΉ1 Cr vs Net Loss YoY | β26% QoQ
Revenue: βΉ45 Cr β22% YoY | β11% QoQ
EBITDA: βΉ2.30 Cr β748% YoY | β8% QoQ
EBITDA Margin: 5.11% vs 0.7% YoY | 6.1% QoQ
Net Profit: βΉ1 Cr vs Net Loss YoY | β26% QoQ
Revenue: βΉ45 Cr β22% YoY | β11% QoQ
EBITDA: βΉ2.30 Cr β748% YoY | β8% QoQ
EBITDA Margin: 5.11% vs 0.7% YoY | 6.1% QoQ
CSB BANK Q2 FY27 (STANDALONE)
Net Profit: βΉ183 Cr β14.38% YoY | β22% QoQ
NII: βΉ510 Cr β20.28% YoY | β6.47% QoQ
Operating Profit: βΉ276 Cr β10% QoQ
Provisions: βΉ30 Cr β39% QoQ
Gross NPA: 1.58% vs 1.75% QoQ
Net NPA: 0.33% vs 0.39% QoQ
Net Profit: βΉ183 Cr β14.38% YoY | β22% QoQ
NII: βΉ510 Cr β20.28% YoY | β6.47% QoQ
Operating Profit: βΉ276 Cr β10% QoQ
Provisions: βΉ30 Cr β39% QoQ
Gross NPA: 1.58% vs 1.75% QoQ
Net NPA: 0.33% vs 0.39% QoQ
GNA AXLES Q2 FY27
Net Profit: βΉ44 Cr β41.94% YoY | β15.79% QoQ
Revenue: βΉ521 Cr β49.71% YoY | β10.85% QoQ
EBITDA: βΉ82 Cr β34.43% YoY | β13.89% QoQ
EBITDA Margin: 15.74% vs 17.53% YoY | 15.32% QoQ
Net Profit: βΉ44 Cr β41.94% YoY | β15.79% QoQ
Revenue: βΉ521 Cr β49.71% YoY | β10.85% QoQ
EBITDA: βΉ82 Cr β34.43% YoY | β13.89% QoQ
EBITDA Margin: 15.74% vs 17.53% YoY | 15.32% QoQ
NEWGEN SOFTWARE Q2 FY27 (CONS.)
Net Profit: βΉ86.88 Cr β6.29% YoY | β38.30% QoQ
Revenue: βΉ422.24 Cr β5.35% YoY | β18.38% QoQ
EBIT: βΉ99.62 Cr β6.78% YoY | β113.29% QoQ
EBIT Margin: 23.59% vs 23.28% YoY | 13.09% QoQ
Net Profit: βΉ86.88 Cr β6.29% YoY | β38.30% QoQ
Revenue: βΉ422.24 Cr β5.35% YoY | β18.38% QoQ
EBIT: βΉ99.62 Cr β6.78% YoY | β113.29% QoQ
EBIT Margin: 23.59% vs 23.28% YoY | 13.09% QoQ
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PONNI SUGARS (ERODE) Q2 FY27
Net Profit: βΉ21.69 Cr β48.97% YoY | vs βΉ1.23 Cr loss QoQ
Revenue: βΉ159.56 Cr β40.30% YoY | β73.68% QoQ
EBITDA: βΉ35.46 Cr β97.21% YoY | vs βΉ1.53 Cr loss QoQ
EBITDA Margin: 22.22% vs 15.81% YoY | -1.67% QoQ
Net Profit: βΉ21.69 Cr β48.97% YoY | vs βΉ1.23 Cr loss QoQ
Revenue: βΉ159.56 Cr β40.30% YoY | β73.68% QoQ
EBITDA: βΉ35.46 Cr β97.21% YoY | vs βΉ1.53 Cr loss QoQ
EBITDA Margin: 22.22% vs 15.81% YoY | -1.67% QoQ
MAHINDRA LOGISTICS Q2 FY27
Net Profit: βΉ29 Cr vs βΉ8 Cr loss YoY | β3.57% QoQ
Revenue: βΉ2,095 Cr β24.33% YoY | β4.59% QoQ
EBITDA: βΉ124 Cr β45.88% YoY | β7.83% QoQ
EBITDA Margin: 5.92% vs 5.04% YoY | 5.74% QoQ
Net Profit: βΉ29 Cr vs βΉ8 Cr loss YoY | β3.57% QoQ
Revenue: βΉ2,095 Cr β24.33% YoY | β4.59% QoQ
EBITDA: βΉ124 Cr β45.88% YoY | β7.83% QoQ
EBITDA Margin: 5.92% vs 5.04% YoY | 5.74% QoQ
CG POWER & INDUSTRIAL SOLUTIONS Q2 FY27
Net Profit: βΉ409 Cr β44% YoY | β33% QoQ
Revenue: βΉ3,802 Cr β30% YoY | β16% QoQ
EBITDA: βΉ540 Cr β43% YoY | β36% QoQ
EBITDA Margin: 14.2% vs 12.9% YoY | 12.1% QoQ
Net Profit: βΉ409 Cr β44% YoY | β33% QoQ
Revenue: βΉ3,802 Cr β30% YoY | β16% QoQ
EBITDA: βΉ540 Cr β43% YoY | β36% QoQ
EBITDA Margin: 14.2% vs 12.9% YoY | 12.1% QoQ
CG POWER Q2 ; Board Approved Capacity expansion of Power Transformer facility (T3 - Division)
The existing Power Transformer manufacturing facility is currently operating at its maximum capacity. The Company had undertaken Lean initiative and basis the outcome, there is scope to enhance the capacity by 10,000 MVA in the existing facility.
Given the current and projected order pipeline for the division, the Board has approved the capacity enhancement.
The total estimated project investment is 68 Crores (net of taxes).
The project is planned to be completed within a period of 12-15 months and is expected to significantly enhance the plant's manufacturing capacity, enabling the division to meet growing market demand and strengthen its competitive position.
The existing Power Transformer manufacturing facility is currently operating at its maximum capacity. The Company had undertaken Lean initiative and basis the outcome, there is scope to enhance the capacity by 10,000 MVA in the existing facility.
Given the current and projected order pipeline for the division, the Board has approved the capacity enhancement.
The total estimated project investment is 68 Crores (net of taxes).
The project is planned to be completed within a period of 12-15 months and is expected to significantly enhance the plant's manufacturing capacity, enabling the division to meet growing market demand and strengthen its competitive position.
NAVKAR CORPORATION Q2 FY27 ; STANDALONE NET PROFIT UP 171% AT βΉ12 CR (YOY), DOWN 4% (QOQ)
REVENUE UP 37.65% AT βΉ223 CR (YOY), UP 16.75% (QOQ)
EBITDA UP 36% AT βΉ33 CR (YOY), FLAT (QOQ)
MARGINS AT 14.90% VS 15.00% (YOY), 17.40% (QOQ)
REVENUE UP 37.65% AT βΉ223 CR (YOY), UP 16.75% (QOQ)
EBITDA UP 36% AT βΉ33 CR (YOY), FLAT (QOQ)
MARGINS AT 14.90% VS 15.00% (YOY), 17.40% (QOQ)
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CG POWER Q2 FY27 : SEGMENT WISE (CONSOLIDATED)
β‘ POWER SYSTEMS ; Revenue UP 40.83% YOY to βΉ1,766.76 Cr, UP 26.36% QOQ
Profit UP 70.45% YOY to βΉ442.61 Cr, UP 36.57% QOQ
π INDUSTRIAL SYSTEMS ; Revenue UP 21.87% YOY to βΉ1,868.61 Cr, UP 4.42% QOQ
Profit UP 17.64% YOY to βΉ160.79 Cr, UP 17.99% QOQ
π¬ SEMICONDUCTORS ; Revenue UP 26.33% YOY to βΉ161.56 Cr, UP 71.82% QOQ
Loss at βΉ34.15 Cr vs Loss βΉ21.73 Cr YOY, vs Loss βΉ49.99 Cr QOQ
π OTHERS ; Revenue DOWN 11.42% YOY to βΉ6.59 Cr, DOWN 35.20% QOQ
Profit DOWN 80.25% YOY to βΉ0.31 Cr, DOWN 89.63% QOQ
β‘ POWER SYSTEMS ; Revenue UP 40.83% YOY to βΉ1,766.76 Cr, UP 26.36% QOQ
Profit UP 70.45% YOY to βΉ442.61 Cr, UP 36.57% QOQ
π INDUSTRIAL SYSTEMS ; Revenue UP 21.87% YOY to βΉ1,868.61 Cr, UP 4.42% QOQ
Profit UP 17.64% YOY to βΉ160.79 Cr, UP 17.99% QOQ
π¬ SEMICONDUCTORS ; Revenue UP 26.33% YOY to βΉ161.56 Cr, UP 71.82% QOQ
Loss at βΉ34.15 Cr vs Loss βΉ21.73 Cr YOY, vs Loss βΉ49.99 Cr QOQ
π OTHERS ; Revenue DOWN 11.42% YOY to βΉ6.59 Cr, DOWN 35.20% QOQ
Profit DOWN 80.25% YOY to βΉ0.31 Cr, DOWN 89.63% QOQ
CG POWER Q2 FY27 : ACTUAL VS ESTIMATES
β’ NET PROFIT AT βΉ412 CR VS EST βΉ359 CR β BEAT BY 14.76% π’
β’ REVENUE AT βΉ3,802 CR VS EST βΉ3,559.4 CR β BEAT BY 6.82% π’
β’ EBITDA AT βΉ539.6 CR VS EST βΉ444.4 CR β BEAT BY 21.42% π’
β’ EBITDA MARGINS AT 14.2% VS EST 12.5% β BEAT BY 170 BPS π’
β’ NET PROFIT AT βΉ412 CR VS EST βΉ359 CR β BEAT BY 14.76% π’
β’ REVENUE AT βΉ3,802 CR VS EST βΉ3,559.4 CR β BEAT BY 6.82% π’
β’ EBITDA AT βΉ539.6 CR VS EST βΉ444.4 CR β BEAT BY 21.42% π’
β’ EBITDA MARGINS AT 14.2% VS EST 12.5% β BEAT BY 170 BPS π’
CG POWER Q2: ANNOUNCES βΉ324.76 CR BROWNFIELD CAPEX TO EXPAND SWITCHGEAR CAPACITY
β’ Total Capex: βΉ324.76 Cr investment across OIP bushings, EHV circuit breakers and GIS manufacturing facilities
β’ OIP Capacity Expansion: βΉ300 Cr investment to add 4,236 equivalent units annually, increasing total capacity to 11,436 units
β’ OIP Timeline: Expansion covering bushings and instrument transformers up to 800 kV, expected within 30β36 months
β’ EHV Circuit Breakers: βΉ15.31 Cr investment to add 3,600 units annually, increasing capacity to 10,800 units within 6β9 months
β’ GIS Expansion: Additional βΉ9.45 Cr investment, raising total project capex to βΉ44.62 Cr from βΉ35.17 Cr
β’ GIS Capacity: Proposed addition of 240 equivalent bays against existing capacity of 228 equivalent bays
β’ Capacity Utilisation: OIP operating at 94%, EHV circuit breakers at 83% and GIS at 84%, indicating high utilisation across facilities
β’ Demand Outlook: Expansion driven by increasing order pipeline, capacity constraints and growing domestic and export demand for EHV products
β’ Funding: Projects to be financed through internal accruals and equity/QIP
β’ Total Capex: βΉ324.76 Cr investment across OIP bushings, EHV circuit breakers and GIS manufacturing facilities
β’ OIP Capacity Expansion: βΉ300 Cr investment to add 4,236 equivalent units annually, increasing total capacity to 11,436 units
β’ OIP Timeline: Expansion covering bushings and instrument transformers up to 800 kV, expected within 30β36 months
β’ EHV Circuit Breakers: βΉ15.31 Cr investment to add 3,600 units annually, increasing capacity to 10,800 units within 6β9 months
β’ GIS Expansion: Additional βΉ9.45 Cr investment, raising total project capex to βΉ44.62 Cr from βΉ35.17 Cr
β’ GIS Capacity: Proposed addition of 240 equivalent bays against existing capacity of 228 equivalent bays
β’ Capacity Utilisation: OIP operating at 94%, EHV circuit breakers at 83% and GIS at 84%, indicating high utilisation across facilities
β’ Demand Outlook: Expansion driven by increasing order pipeline, capacity constraints and growing domestic and export demand for EHV products
β’ Funding: Projects to be financed through internal accruals and equity/QIP