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
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)
ADANI POWER Q2 ; Record Revenue and Profitability Mark Strong Q2 FY27 Performance
142% Y-o-Y growth in PAT to 7,019 Crore, Driven by Strong Operating Performance Amid Rising Power Demand
46% Y-o-Y growth in Q2 FY27 Reported EBITDA at Rs. 8,743 Crore (Continuing EBITDA Rs. 6,321 Crore)
39% Y-o-Y growth in Q2 FY27 Reported Revenue at Rs. 19,951 Crore (Continuing Revenue Rs. 17,528 Crore
142% Y-o-Y growth in PAT to 7,019 Crore, Driven by Strong Operating Performance Amid Rising Power Demand
46% Y-o-Y growth in Q2 FY27 Reported EBITDA at Rs. 8,743 Crore (Continuing EBITDA Rs. 6,321 Crore)
39% Y-o-Y growth in Q2 FY27 Reported Revenue at Rs. 19,951 Crore (Continuing Revenue Rs. 17,528 Crore
ADANI POWER Q2 FY27 (CONS.) ; NET PROFIT UP 141.53% AT βΉ7,019.32 CR (YOY), UP 44.26% (QOQ)
REVENUE UP 44.49% AT βΉ19,438.68 CR (YOY), UP 2.82% (QOQ)
EBITDA UP 54.03% AT βΉ8,728.42 CR (YOY), UP 0.84% (QOQ)
MARGINS AT 44.90% VS 42.12% (YOY), 45.78% (QOQ)
REVENUE UP 44.49% AT βΉ19,438.68 CR (YOY), UP 2.82% (QOQ)
EBITDA UP 54.03% AT βΉ8,728.42 CR (YOY), UP 0.84% (QOQ)
MARGINS AT 44.90% VS 42.12% (YOY), 45.78% (QOQ)
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SHRIRAM FINANCE Q2 FY27 (STANDALONE)
Net Profit: βΉ3,677 Cr β59% YoY | β7% QoQ
NII: βΉ8,415 Cr β40% YoY | β9% QoQ
PPOP: βΉ6,809 Cr β53% YoY | β12% QoQ
Provisions: βΉ1,877 Cr β41% YoY | β28% QoQ
Net Profit: βΉ3,677 Cr β59% YoY | β7% QoQ
NII: βΉ8,415 Cr β40% YoY | β9% QoQ
PPOP: βΉ6,809 Cr β53% YoY | β12% QoQ
Provisions: βΉ1,877 Cr β41% YoY | β28% QoQ
SHRIRAM FINANCE Q2 FY27 : ACTUAL VS ESTIMATES
β’ NET PROFIT AT βΉ3,677 CR VS EST βΉ3,707 CR β MISS BY 0.81% π΄
β’ NII AT βΉ8,414 CR VS EST βΉ8,230 CR β BEAT BY 2.24% π’
β’ NET PROFIT AT βΉ3,677 CR VS EST βΉ3,707 CR β MISS BY 0.81% π΄
β’ NII AT βΉ8,414 CR VS EST βΉ8,230 CR β BEAT BY 2.24% π’
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SBICARD: Q2 SL NET PROFIT 7.8B RUPEES VS 4.4B (YOY); EST 7B
SBICARD: Q2 REVENUE 51.4B RUPEES VS 49.6B (YOY)
SBICARD: Q2 REVENUE 51.4B RUPEES VS 49.6B (YOY)
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SHRIRAM FINANCE Q2 : GROSS NPA AT 4.65 % V 4.64 % QOQ π΄π΄
NET NPA AT 2.31 % V 2.33 % QOQ
NET NPA AT 2.31 % V 2.33 % QOQ
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SHRIRAM FINANCE Q2 : TOTAL AUM UP 4.8 % TO 32,90,217 CR YOY, UP 16.5 % YOY
JSW STEEL Q2 FY27
Net Profit: βΉ5,359 Cr β226% YoY | β14% QoQ
Revenue: βΉ54,486 Cr β21% YoY | β15% QoQ
Other Income: βΉ441 Cr vs βΉ284 Cr YoY | β39% QoQ
Net Profit: βΉ5,359 Cr β226% YoY | β14% QoQ
Revenue: βΉ54,486 Cr β21% YoY | β15% QoQ
Other Income: βΉ441 Cr vs βΉ284 Cr YoY | β39% QoQ
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STERLITE TECH Q2 : CO UPGRADED FY 29 MARGINS GUIDANCE
EBITDA Margin target upgraded to above 30% vs >27% earlier
EBITDA Margin target upgraded to above 30% vs >27% earlier
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SBI Cards and Payment Services Ltd β Q2 FY27 FINANCIAL RESULTS HIGHLIGHTS
Financial results for the quarter ended September 30, 2026:
- PAT grew 75% YoY to INR 778 Cr
- Total Revenue increased 3% YoY to INR 5302 Cr
- Cards-in-force grew 8% YoY to 2.32 Cr
- New accounts volume reached 1,106K
- Spends grew 3% YoY to INR 110689 Cr
- Gross NPA decreased to 1.90% from 2.85% YoY
Financial results for the quarter ended September 30, 2026:
- PAT grew 75% YoY to INR 778 Cr
- Total Revenue increased 3% YoY to INR 5302 Cr
- Cards-in-force grew 8% YoY to 2.32 Cr
- New accounts volume reached 1,106K
- Spends grew 3% YoY to INR 110689 Cr
- Gross NPA decreased to 1.90% from 2.85% YoY
JSW STEEL Q2 CONS YOΞ₯
Reports record crude steel production of 7.27 million tonnes
Reports record saleable steel sales of 7.46 million tonnes
Net debt-to-equity ratio stands at 0.39x
Net debt-to-EBITDA ratio stands at 1.28x
Reports record crude steel production of 7.27 million tonnes
Reports record saleable steel sales of 7.46 million tonnes
Net debt-to-equity ratio stands at 0.39x
Net debt-to-EBITDA ratio stands at 1.28x
CMPDI Q2 FY27
Net Profit: βΉ194.84 Cr β9.99% YoY | β67.58% QoQ
Revenue: βΉ593.31 Cr β7.51% YoY | β23.26% QoQ
EBITDA: βΉ267.57 Cr β6.27% YoY | β54.90% QoQ
EBITDA Margin: 45.10% vs 45.63% YoY | 35.90% QoQ
Net Profit: βΉ194.84 Cr β9.99% YoY | β67.58% QoQ
Revenue: βΉ593.31 Cr β7.51% YoY | β23.26% QoQ
EBITDA: βΉ267.57 Cr β6.27% YoY | β54.90% QoQ
EBITDA Margin: 45.10% vs 45.63% YoY | 35.90% QoQ
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JSW STEEL Q2 FY27 β RESULTS VS ESTIMATES π
π― NET PROFIT: βΉ5,359 Cr vs βΉ4,752 Cr est. β 12.77% BEAT π’
π REVENUE: βΉ54,486 Cr β UP 20.7% YoY
π° EBITDA: βΉ10,120 Cr vs βΉ9,849 Cr est. β 2.75% BEAT π’
π EBITDA MARGIN: 18.6% vs 18.2% est. β BEAT BY 40 BPS π’
π― NET PROFIT: βΉ5,359 Cr vs βΉ4,752 Cr est. β 12.77% BEAT π’
π REVENUE: βΉ54,486 Cr β UP 20.7% YoY
π° EBITDA: βΉ10,120 Cr vs βΉ9,849 Cr est. β 2.75% BEAT π’
π EBITDA MARGIN: 18.6% vs 18.2% est. β BEAT BY 40 BPS π’