AUTOMOTIVE STAMPINGS & ASSEMBLIES Q2 FY27
Net Profit: βΉ10.07 Cr β129.06% YoY | β115.67% QoQ
Revenue: βΉ336.70 Cr β59.00% YoY | β32.91% QoQ
EBITDA: βΉ22.27 Cr β77.39% YoY | β53.74% QoQ
EBITDA Margin: 6.61% vs 5.93% YoY | 5.72% QoQ
Net Profit: βΉ10.07 Cr β129.06% YoY | β115.67% QoQ
Revenue: βΉ336.70 Cr β59.00% YoY | β32.91% QoQ
EBITDA: βΉ22.27 Cr β77.39% YoY | β53.74% QoQ
EBITDA Margin: 6.61% vs 5.93% YoY | 5.72% QoQ
Indusind Bank Ltd β APPOINTMENT OF INDEPENDENT DIRECTOR
Board appointment announcement dated October 23, 2026:
- Ms. Priyanka Sinha appointed as Additional Director
- Category: Non-Executive Independent Director
- Tenure: Four consecutive years from October 23, 2026, to October 22, 2030
- Appointment is subject to shareholder approval
Board appointment announcement dated October 23, 2026:
- Ms. Priyanka Sinha appointed as Additional Director
- Category: Non-Executive Independent Director
- Tenure: Four consecutive years from October 23, 2026, to October 22, 2030
- Appointment is subject to shareholder approval
BAJAJ FINSERV: BAJAJ GENERAL INSURANCE APPOINTS DEEPAK REDDY AS CEO DESIGNATE; PREVIOUSLY SERVED AS CEO OF MANAPPURAM FINANCE, BAJAJ FINSERV, AMERICAN EXPRESS, STANDARD CHARTERED BANK AND MIRC ELECTRONICS.
INFOSYS Q2 FY27
Net Profit: βΉ7,838 Cr β6% YoY | β1% QoQ
Revenue: βΉ49,244 Cr β11% YoY | β2% QoQ
Operating Profit: βΉ11,689 Cr β11% YoY | β2% QoQ
EBITDA Margin: 23.7% vs 23.7% YoY | 23.7% QoQ
EPS: βΉ19.32 β9% YoY | β1% QoQ
Net Profit: βΉ7,838 Cr β6% YoY | β1% QoQ
Revenue: βΉ49,244 Cr β11% YoY | β2% QoQ
Operating Profit: βΉ11,689 Cr β11% YoY | β2% QoQ
EBITDA Margin: 23.7% vs 23.7% YoY | 23.7% QoQ
EPS: βΉ19.32 β9% YoY | β1% QoQ
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Bazaar.Updateπ
INFOSYS Q2 FY27 Net Profit: βΉ7,838 Cr β6% YoY | β1% QoQ Revenue: βΉ49,244 Cr β11% YoY | β2% QoQ Operating Profit: βΉ11,689 Cr β11% YoY | β2% QoQ EBITDA Margin: 23.7% vs 23.7% YoY | 23.7% QoQ EPS: βΉ19.32 β9% YoY | β1% QoQ
INFOSYS Q2
FY 27 revenue guidance revised to 1%-2% and margin guidance retained at 20%-22%
CO CUTS FY27 REVENUE GROWTH GUIDANCE π΄
FY 27 revenue guidance revised to 1%-2% and margin guidance retained at 20%-22%
CO CUTS FY27 REVENUE GROWTH GUIDANCE π΄
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COFORGE Q2 FY27
Net Profit: βΉ605 Cr β42% YoY | β14% QoQ
Revenue: βΉ6,171 Cr β54% YoY | β12% QoQ
Operating Profit: βΉ1,223 Cr β61% YoY | β16% QoQ
Operating Profit Margin: 19.8% vs 18.9% YoY | 19.1% QoQ
EPS: βΉ13.27 β18% YoY | β8% QoQ
Net Profit: βΉ605 Cr β42% YoY | β14% QoQ
Revenue: βΉ6,171 Cr β54% YoY | β12% QoQ
Operating Profit: βΉ1,223 Cr β61% YoY | β16% QoQ
Operating Profit Margin: 19.8% vs 18.9% YoY | 19.1% QoQ
EPS: βΉ13.27 β18% YoY | β8% QoQ
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INFOSYS Q2 MGMT COMMENTARY
CEO says We had strong large deals of $5.2 billion, including a mega deal of over $2 billion, reinforcing our position as a trusted partner in the marketplace when clients embark on large and complex transformation programs.
Our Al revenue was at 10.5% and grew 29% quarter-on-quarter.
As enterprises move to Al adoption at scale, the strong growth in Al revenues is a recognition of our differentiated market positioning and client confidence
CEO says We are advising some of the largest global enterprise on their Al strategy and continue to invest in deep domain and technology capabilities to bring new ideas and an integrated ecosystem to help businesses unlock Al value at scale
CEO says We had strong large deals of $5.2 billion, including a mega deal of over $2 billion, reinforcing our position as a trusted partner in the marketplace when clients embark on large and complex transformation programs.
Our Al revenue was at 10.5% and grew 29% quarter-on-quarter.
As enterprises move to Al adoption at scale, the strong growth in Al revenues is a recognition of our differentiated market positioning and client confidence
CEO says We are advising some of the largest global enterprise on their Al strategy and continue to invest in deep domain and technology capabilities to bring new ideas and an integrated ecosystem to help businesses unlock Al value at scale
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Coforge Ltd β Q2 FY27 FINANCIAL RESULTS HIGHLIGHTS
Financial results for the quarter ended September 30, 2026:
- Revenue: $652.2 Mn (+40.1% YoY)
- EBIT Margin: 16.0% (FY27 guidance upgraded from 15.5% to 16.0%)
- EBIT: $104.1 Mn (+53.0% YoY)
- PAT: $62.2 Mn (+42.7% YoY)
- EPS: βΉ13.3 (+18.3% YoY)
- Fresh Order Intake: $1.04 Bn (+50.6% QoQ)
Financial results for the quarter ended September 30, 2026:
- Revenue: $652.2 Mn (+40.1% YoY)
- EBIT Margin: 16.0% (FY27 guidance upgraded from 15.5% to 16.0%)
- EBIT: $104.1 Mn (+53.0% YoY)
- PAT: $62.2 Mn (+42.7% YoY)
- EPS: βΉ13.3 (+18.3% YoY)
- Fresh Order Intake: $1.04 Bn (+50.6% QoQ)
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π INFOSYS Q2 FY27
β’ CC Revenue Growth: 1.2% QoQ vs 1.4% estimate
β’ USD Revenue: $5,145 Mn, up 1% QoQ vs $5,151 Mn estimate
β’ Total Contract Value (TCV): $5.2 Bn, up 44% QoQ
β’ CC Revenue Growth: 1.2% QoQ vs 1.4% estimate
β’ USD Revenue: $5,145 Mn, up 1% QoQ vs $5,151 Mn estimate
β’ Total Contract Value (TCV): $5.2 Bn, up 44% QoQ
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TORRENT PHARMACEUTICALS Q2FY27 :-
Revenue 4,979.00 Cr vs 3,302.00 Cr
(+50.79% YoYβ+1.18% QoQ)
EBITDA 1,666.00 Cr vs 1,083.00 Cr
(+53.83% YoYβ+0.12% QoQ)
EBITDA Margin 33.46% vs 32.80% YoY & 33.82% QoQ
PAT 534.00 Cr vs 591.00 Cr
(-9.64% YoYβ-5.65% QoQ)
EPS 14.05 vs 17.45 YoY & 14.87 QoQ
Revenue 4,979.00 Cr vs 3,302.00 Cr
(+50.79% YoYβ+1.18% QoQ)
EBITDA 1,666.00 Cr vs 1,083.00 Cr
(+53.83% YoYβ+0.12% QoQ)
EBITDA Margin 33.46% vs 32.80% YoY & 33.82% QoQ
PAT 534.00 Cr vs 591.00 Cr
(-9.64% YoYβ-5.65% QoQ)
EPS 14.05 vs 17.45 YoY & 14.87 QoQ
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CUBEX TUBINGS Q2 FY27 (STANDALONE)
Net Profit: βΉ5 Cr β163% YoY | β236% QoQ
Revenue: βΉ83 Cr β13% YoY | β28% QoQ
EBITDA: βΉ7 Cr β119% YoY | β407% QoQ
EBITDA Margin: 8.6% vs 4.4% YoY | 2.2% QoQ
Net Profit: βΉ5 Cr β163% YoY | β236% QoQ
Revenue: βΉ83 Cr β13% YoY | β28% QoQ
EBITDA: βΉ7 Cr β119% YoY | β407% QoQ
EBITDA Margin: 8.6% vs 4.4% YoY | 2.2% QoQ
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TORRENT PHARMA Q2 FY27
Net Profit: βΉ534 Cr β10% YoY | β6% QoQ
Revenue: βΉ4,979 Cr β51% YoY | β1% QoQ
Operating Profit: βΉ1,666 Cr β54% YoY | Flat QoQ
Operating Profit Margin: 33.5% vs 32.8% YoY | 33.8% QoQ
EPS: βΉ14.05 β19% YoY | β6% QoQ
Net Profit: βΉ534 Cr β10% YoY | β6% QoQ
Revenue: βΉ4,979 Cr β51% YoY | β1% QoQ
Operating Profit: βΉ1,666 Cr β54% YoY | Flat QoQ
Operating Profit Margin: 33.5% vs 32.8% YoY | 33.8% QoQ
EPS: βΉ14.05 β19% YoY | β6% QoQ
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π INFOSYS Q2 FY27 β ACTUAL vs ESTIMATES
β’ Net Profit: βΉ7,823 Cr vs βΉ7,917 Cr β Miss by 1.19% π΄
β’ Revenue: βΉ49,244 Cr vs βΉ49,194 Cr β Beat by 0.10% π’
β’ EBIT: βΉ10,330 Cr vs βΉ10,470 Cr β Miss by 1.34% π΄
β’ EBIT Margin: 21.0% vs 21.3% estimated β Miss by 30 bps π΄
β’ Net Profit: βΉ7,823 Cr vs βΉ7,917 Cr β Miss by 1.19% π΄
β’ Revenue: βΉ49,244 Cr vs βΉ49,194 Cr β Beat by 0.10% π’
β’ EBIT: βΉ10,330 Cr vs βΉ10,470 Cr β Miss by 1.34% π΄
β’ EBIT Margin: 21.0% vs 21.3% estimated β Miss by 30 bps π΄
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Tata Motors Ltd β Q2 FY27 FINANCIAL RESULTS HIGHLIGHTS
Investor presentation for the quarter and half-year ended September 30, 2026:
- Standalone Revenue: INR 23900 Cr (up 42% YoY)
- Standalone EBITDA: INR 2800 Cr (up 31% YoY)
- Consolidated Revenue: INR 25300 Cr (up 36% YoY)
- Consolidated PBT (bei): INR 1800 Cr (up 423% YoY)
- Q2 Standalone Wholesales: 135.1K units (up 42% YoY)
- International Business Wholesales: 21.1K units (up 177% YoY)
Investor presentation for the quarter and half-year ended September 30, 2026:
- Standalone Revenue: INR 23900 Cr (up 42% YoY)
- Standalone EBITDA: INR 2800 Cr (up 31% YoY)
- Consolidated Revenue: INR 25300 Cr (up 36% YoY)
- Consolidated PBT (bei): INR 1800 Cr (up 423% YoY)
- Q2 Standalone Wholesales: 135.1K units (up 42% YoY)
- International Business Wholesales: 21.1K units (up 177% YoY)
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Bank of India β Q2 FY27 FINANCIAL RESULTS HIGHLIGHTS
Unaudited (Reviewed) Standalone & Consolidated results for the quarter ended 30.09.2026:
- Net Profit: INR 3202 Cr (up 25% YoY)
- Global Business Mix: INR 1892601 Cr (up 21.13% YoY)
- Global Deposits: INR 1037530 Cr (up 21.59% YoY)
- Global Advances: INR 855071 Cr (up 20.58% YoY)
- Gross NPA: 1.60% (down from 2.54% YoY)
- Net NPA: 0.42% (down from 0.65% YoY)
Unaudited (Reviewed) Standalone & Consolidated results for the quarter ended 30.09.2026:
- Net Profit: INR 3202 Cr (up 25% YoY)
- Global Business Mix: INR 1892601 Cr (up 21.13% YoY)
- Global Deposits: INR 1037530 Cr (up 21.59% YoY)
- Global Advances: INR 855071 Cr (up 20.58% YoY)
- Gross NPA: 1.60% (down from 2.54% YoY)
- Net NPA: 0.42% (down from 0.65% YoY)
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BANK OF INDIA Q2 FY27 (STANDALONE)
Net Profit: βΉ3,202 Cr β25.32% YoY | β4.37% QoQ
NII: βΉ7,007 Cr β18.48% YoY | β2.55% QoQ
PPOP: βΉ5,089 Cr β1% QoQ
Provisions: βΉ797 Cr β17% QoQ
Gross NPA: 1.60% vs 1.81% QoQ
Net NPA: 0.42% vs 0.51% QoQ
Net Profit: βΉ3,202 Cr β25.32% YoY | β4.37% QoQ
NII: βΉ7,007 Cr β18.48% YoY | β2.55% QoQ
PPOP: βΉ5,089 Cr β1% QoQ
Provisions: βΉ797 Cr β17% QoQ
Gross NPA: 1.60% vs 1.81% QoQ
Net NPA: 0.42% vs 0.51% QoQ
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JK TYRE & INDUSTRIES Q2 FY27 (CONS.)
Net Profit: βΉ65.07 Cr β71.32% YoY | β47.58% QoQ
Revenue: βΉ4,840.73 Cr β20.68% YoY | β22.67% QoQ
EBITDA: βΉ333.91 Cr β35.96% YoY | β29.31% QoQ
EBITDA Margin: 6.90% vs 13.00% YoY | 6.54% QoQ
Net Profit: βΉ65.07 Cr β71.32% YoY | β47.58% QoQ
Revenue: βΉ4,840.73 Cr β20.68% YoY | β22.67% QoQ
EBITDA: βΉ333.91 Cr β35.96% YoY | β29.31% QoQ
EBITDA Margin: 6.90% vs 13.00% YoY | 6.54% QoQ
CRISIL Q2 FY26 (CONS.)
Net Profit: βΉ204.54 Cr β5.92% YoY | β5.46% QoQ
Revenue: βΉ1,095.16 Cr β20.18% YoY | β1.84% QoQ
EBITDA: βΉ327.90 Cr β3.25% YoY | β1.32% QoQ
EBITDA Margin: 29.94% vs 34.85% YoY | 30.90% QoQ
Net Profit: βΉ204.54 Cr β5.92% YoY | β5.46% QoQ
Revenue: βΉ1,095.16 Cr β20.18% YoY | β1.84% QoQ
EBITDA: βΉ327.90 Cr β3.25% YoY | β1.32% QoQ
EBITDA Margin: 29.94% vs 34.85% YoY | 30.90% QoQ
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SBI Funds Management Ltd β Q2 FY27 FINANCIAL RESULTS HIGHLIGHTS
Investor presentation for the quarter and half year ended September 30, 2026:
- MF QAAUM: INR 13,140 bn (15.0% market share)
- Passive QAAUM: INR 4,152 bn (27.4% market share)
- AIF QAAUM: INR 7437 Cr (up 27% YoY)
- SIP AUM: INR 2,070 bn (up 15% YoY)
- H1 FY27 Operating Income: INR 2336 Cr (up 12% YoY)
- H1 FY27 Operating Profit: INR 1797 Cr (up 11% YoY)
Investor presentation for the quarter and half year ended September 30, 2026:
- MF QAAUM: INR 13,140 bn (15.0% market share)
- Passive QAAUM: INR 4,152 bn (27.4% market share)
- AIF QAAUM: INR 7437 Cr (up 27% YoY)
- SIP AUM: INR 2,070 bn (up 15% YoY)
- H1 FY27 Operating Income: INR 2336 Cr (up 12% YoY)
- H1 FY27 Operating Profit: INR 1797 Cr (up 11% YoY)
DR REDDY'S LABS Q2 FY27 (CONS.)
Net Profit: βΉ913 Cr β31.71% YoY | β109.40% QoQ
Revenue: βΉ8,698 Cr β1.47% YoY | β7.38% QoQ
EBITDA: βΉ1,731 Cr β13.88% YoY | β101.28% QoQ
EBITDA Margin: 19.90% vs 22.77% YoY | 10.62% QoQ
Net Profit: βΉ913 Cr β31.71% YoY | β109.40% QoQ
Revenue: βΉ8,698 Cr β1.47% YoY | β7.38% QoQ
EBITDA: βΉ1,731 Cr β13.88% YoY | β101.28% QoQ
EBITDA Margin: 19.90% vs 22.77% YoY | 10.62% QoQ
Dr Reddys Laboratories Ltd β Q2FY27 FINANCIAL RESULTS UPDATE
Financial highlights for the quarter ended September 2026:
- Reported Revenues: INR 8671 Cr (up 1.5% YoY, 7% QoQ)
- EBITDA: INR 1783 Cr (up 24% YoY, 77% QoQ) at 20.6% margin
- PBT: INR 1228 Cr (up 33% YoY, 122% QoQ)
- PAT: INR 925 Cr (up 36% YoY, 109% QoQ)
- Net Cash surplus: INR 2502 Cr
- CDMO business (Aurigene): Surpassed $100 million in revenues for 12 months ended Sep'26
Financial highlights for the quarter ended September 2026:
- Reported Revenues: INR 8671 Cr (up 1.5% YoY, 7% QoQ)
- EBITDA: INR 1783 Cr (up 24% YoY, 77% QoQ) at 20.6% margin
- PBT: INR 1228 Cr (up 33% YoY, 122% QoQ)
- PAT: INR 925 Cr (up 36% YoY, 109% QoQ)
- Net Cash surplus: INR 2502 Cr
- CDMO business (Aurigene): Surpassed $100 million in revenues for 12 months ended Sep'26