STERLITE TECH says
On Track To Achieve FY29 Revenue Guidance Of *20,000 Cr
Seeing Disproportionate Growth From North America
Upgrade FY29 Margin Guidance From 27% ΀ο 30%
Want 50-60% Of Biz To Come From Data Center By FY29
Focus Is On Healthy Balance, Have βΉ700 Cr Of Cash
On Track To Achieve FY29 Revenue Guidance Of *20,000 Cr
Seeing Disproportionate Growth From North America
Upgrade FY29 Margin Guidance From 27% ΀ο 30%
Want 50-60% Of Biz To Come From Data Center By FY29
Focus Is On Healthy Balance, Have βΉ700 Cr Of Cash
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DIXON π΄
Chinese smartphone brands lose Indian market share as AI-driven chip shortage pushes up prices - MC
Chinese smartphone brands lose ground in India due to costs.
Combined market share fell to 68% in the September quarter.
Samsung reclaimed the top position in smartphone shipments.
Chinese smartphone brands lose Indian market share as AI-driven chip shortage pushes up prices - MC
Chinese smartphone brands lose ground in India due to costs.
Combined market share fell to 68% in the September quarter.
Samsung reclaimed the top position in smartphone shipments.
βΉ75,000 CR NEXT-GEN DESTROYER PROGRAMME ON DAC AGENDA TODAY β MAJOR OPPORTUNITY FOR INDIAN SHIPBUILDERS & DEFENCE SUPPLIERS: ZEE BUSINESS
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SBI CHAIRMAN says
See Rate Hike Impacting Discretionary Consumption
Expect RBI To Raise Repo Rate By 50 BPS In Dec
See Rate Hike Impacting Discretionary Consumption
Expect RBI To Raise Repo Rate By 50 BPS In Dec
INDUSIND BANK, RAJIV ANAND SAYS
Second Half Is Seasonally Strong For Us & Confident Of Meeting Guidance
Focus To Build On The Granular Side Of Biz, Accounts For 50% Of Liabilities
Focus Is To Grow Microfinance Biz But Will Remain Cautious On How Things Evolve
Will Not See Any Meaningful Growth In 2W Biz, Rethinking That Biz Now
On A YoY Basis Gold Book Is Up 3x But Has A Very Low Base
Second Half Is Seasonally Strong For Us & Confident Of Meeting Guidance
Focus To Build On The Granular Side Of Biz, Accounts For 50% Of Liabilities
Focus Is To Grow Microfinance Biz But Will Remain Cautious On How Things Evolve
Will Not See Any Meaningful Growth In 2W Biz, Rethinking That Biz Now
On A YoY Basis Gold Book Is Up 3x But Has A Very Low Base
PAPER STOCKS
All paper grades-price hiked by 7-8% MoM ; NDTV REPORT
Likely-hood of further price hike of 6-8% in November
Earlier in Oct price hikes were taken in craft paper segment
Despite rising operational costs-pass through much better
All paper grades-price hiked by 7-8% MoM ; NDTV REPORT
Likely-hood of further price hike of 6-8% in November
Earlier in Oct price hikes were taken in craft paper segment
Despite rising operational costs-pass through much better
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BPCL:
FY27 CAPEX GUIDANCE IS βΉ25,000 CR, POTENTIALLY RISING 5 - 10%, WHILE FY28βFY29 CAPEX IS GUIDED AT βΉ40,000β45,000 CR
FY27 CAPEX GUIDANCE IS βΉ25,000 CR, POTENTIALLY RISING 5 - 10%, WHILE FY28βFY29 CAPEX IS GUIDED AT βΉ40,000β45,000 CR
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A B REAL ESTATE Q2 FY27
Net Profit: βΉ919 Cr vs βΉ18 Cr loss YoY | vs βΉ35 Cr loss QoQ
Revenue: βΉ824 Cr β752% YoY | β338% QoQ
Other Income: βΉ36 Cr vs βΉ15 Cr YoY | βΉ17 Cr QoQ
EPS: βΉ77.51 vs -βΉ1.43 YoY | -βΉ3.48 QoQ
Net Profit: βΉ919 Cr vs βΉ18 Cr loss YoY | vs βΉ35 Cr loss QoQ
Revenue: βΉ824 Cr β752% YoY | β338% QoQ
Other Income: βΉ36 Cr vs βΉ15 Cr YoY | βΉ17 Cr QoQ
EPS: βΉ77.51 vs -βΉ1.43 YoY | -βΉ3.48 QoQ
GALAXY BEARINGS Q2 FY27 (STANDALONE)
Net Profit: βΉ1 Cr vs βΉ2 Cr loss YoY | β50% QoQ
Revenue: βΉ23 Cr β53% YoY | β45% QoQ
EBITDA: βΉ3 Cr vs βΉ1 Cr loss YoY | β43% QoQ
EBITDA Margin: 11.3% vs -9.5% YoY | 11.4% QoQ
Net Profit: βΉ1 Cr vs βΉ2 Cr loss YoY | β50% QoQ
Revenue: βΉ23 Cr β53% YoY | β45% QoQ
EBITDA: βΉ3 Cr vs βΉ1 Cr loss YoY | β43% QoQ
EBITDA Margin: 11.3% vs -9.5% YoY | 11.4% QoQ
VIDHI SPECIALITY Q2 FY27
Net Profit: βΉ18 Cr β67% YoY | β3% QoQ
Revenue: βΉ137 Cr β82% YoY | β7% QoQ
EBITDA: βΉ26 Cr β46% YoY | β1% QoQ
EBITDA Margin: 18.9% vs 23.6% YoY | 17.8% QoQ
Net Profit: βΉ18 Cr β67% YoY | β3% QoQ
Revenue: βΉ137 Cr β82% YoY | β7% QoQ
EBITDA: βΉ26 Cr β46% YoY | β1% QoQ
EBITDA Margin: 18.9% vs 23.6% YoY | 17.8% QoQ
DRC SYSTEMS Q2 FY27 (CONS.)
Net Profit: βΉ4.06 Cr β2.47% YoY | β26.84% QoQ
Revenue: βΉ21.29 Cr β6.77% YoY | β8.97% QoQ
EBITDA: βΉ5.90 Cr β4.59% YoY | β7.83% QoQ
EBITDA Margin: 27.72% vs 27.08% YoY | 27.37% QoQ
Net Profit: βΉ4.06 Cr β2.47% YoY | β26.84% QoQ
Revenue: βΉ21.29 Cr β6.77% YoY | β8.97% QoQ
EBITDA: βΉ5.90 Cr β4.59% YoY | β7.83% QoQ
EBITDA Margin: 27.72% vs 27.08% YoY | 27.37% QoQ
APL APOLLO TUBES Q2 FY27
Net Profit: βΉ382 Cr β27% YoY | β45% QoQ
Revenue: βΉ7,002 Cr β27% YoY | β25% QoQ
Other Income: βΉ40 Cr vs βΉ25 Cr YoY | Flat QoQ
Operating Profit: βΉ578 Cr β29% YoY | β40% QoQ
Operating Profit Margin: 8.3% vs 8.1% YoY | 7.3% QoQ
EPS: βΉ13.62 β25% YoY | β44% QoQ
Net Profit: βΉ382 Cr β27% YoY | β45% QoQ
Revenue: βΉ7,002 Cr β27% YoY | β25% QoQ
Other Income: βΉ40 Cr vs βΉ25 Cr YoY | Flat QoQ
Operating Profit: βΉ578 Cr β29% YoY | β40% QoQ
Operating Profit Margin: 8.3% vs 8.1% YoY | 7.3% QoQ
EPS: βΉ13.62 β25% YoY | β44% QoQ
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Bazaar.Updateπ
APL APOLLO TUBES Q2 FY27 Net Profit: βΉ382 Cr β27% YoY | β45% QoQ Revenue: βΉ7,002 Cr β27% YoY | β25% QoQ Other Income: βΉ40 Cr vs βΉ25 Cr YoY | Flat QoQ Operating Profit: βΉ578 Cr β29% YoY | β40% QoQ Operating Profit Margin: 8.3% vs 8.1% YoY | 7.3% QoQ EPS:β¦
APL APOLLO Q2 FY27 β RESULTS VS ESTIMATES
β’ Net Profit: βΉ382.4 Cr vs βΉ363 Cr est. β Beat by 5.34%
β’ Revenue: βΉ7,001.7 Cr vs βΉ7,219 Cr est. β Miss by 3.01%
β’ EBITDA: βΉ578 Cr vs βΉ536 Cr est. β Beat by 7.84%
β’ EBITDA Margin: 8.2% vs 7.4% est. β Beat by 80 bps
β’ Net Profit: βΉ382.4 Cr vs βΉ363 Cr est. β Beat by 5.34%
β’ Revenue: βΉ7,001.7 Cr vs βΉ7,219 Cr est. β Miss by 3.01%
β’ EBITDA: βΉ578 Cr vs βΉ536 Cr est. β Beat by 7.84%
β’ EBITDA Margin: 8.2% vs 7.4% est. β Beat by 80 bps
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IOB Q2 FY27
Net Profit: βΉ1,963 Cr β56% YoY | β14% QoQ
NII: βΉ3,867 Cr β26% YoY | β5% QoQ
PPOP: βΉ3,016 Cr β26% YoY | β12% QoQ
Provisions: βΉ950 Cr β41% YoY | β14% QoQ
Advances: βΉ3,42,061 Cr β25% YoY
Deposits: βΉ4,07,428 Cr β20% YoY
Net Profit: βΉ1,963 Cr β56% YoY | β14% QoQ
NII: βΉ3,867 Cr β26% YoY | β5% QoQ
PPOP: βΉ3,016 Cr β26% YoY | β12% QoQ
Provisions: βΉ950 Cr β41% YoY | β14% QoQ
Advances: βΉ3,42,061 Cr β25% YoY
Deposits: βΉ4,07,428 Cr β20% YoY
PNGS REVA DIAMONDS Q2 FY27 (STANDALONE)
Net Profit: βΉ23 Cr β84% YoY | β14% QoQ
Revenue: βΉ121 Cr β17% YoY | β2% QoQ
Other Income: βΉ5 Cr vs βΉ0 Cr YoY | βΉ6 Cr QoQ
Operating Profit: βΉ29 Cr β49% YoY | β15% QoQ
Operating Profit Margin: 23.8% vs 18.7% YoY | 28.8% QoQ
EPS: βΉ7.35 β27% YoY | β14% QoQ
Net Profit: βΉ23 Cr β84% YoY | β14% QoQ
Revenue: βΉ121 Cr β17% YoY | β2% QoQ
Other Income: βΉ5 Cr vs βΉ0 Cr YoY | βΉ6 Cr QoQ
Operating Profit: βΉ29 Cr β49% YoY | β15% QoQ
Operating Profit Margin: 23.8% vs 18.7% YoY | 28.8% QoQ
EPS: βΉ7.35 β27% YoY | β14% QoQ
CMPDI TO NDTV PROFIT
Expect Revenue To Increase Via 30 New Jobs
Exploration Remains The Major Vertical Of Co
Exploration, Downstream Biz Has Huge Mkt Overseas
Co In Discussions For Exploration Outside India
In MoU With Duke University For Critical Minerals
Planned New Ventures In Canada On Coal Gasification
Expect Revenue To Increase Via 30 New Jobs
Exploration Remains The Major Vertical Of Co
Exploration, Downstream Biz Has Huge Mkt Overseas
Co In Discussions For Exploration Outside India
In MoU With Duke University For Critical Minerals
Planned New Ventures In Canada On Coal Gasification
APOLLO MICRO SYSTEMS:
CO GUIDED FOR 35-45% REVENUE GROWTH IN H2 FY27; SET LONG-TERM βΉ5,000 CR REVENUE MILESTONE WITH 20-22% MARGINS POST-ACQUISITION CONSOLIDATION.
CO GUIDED FOR 35-45% REVENUE GROWTH IN H2 FY27; SET LONG-TERM βΉ5,000 CR REVENUE MILESTONE WITH 20-22% MARGINS POST-ACQUISITION CONSOLIDATION.
SAUGATA BASURAY CASTROL INDIA
Q3 Has Been Resilient, Raw Material Prices Increased By 60%
We Have Taken Strong Price Hikes In Last 9 Months; Remain Cautious About The Next Quarter
Industrial Segment Grew Double-digit In Volumes, Less Than 20% Of Revenues
Remain Focussed On Gaining Market Share In All The Segments
Margin Should Be Between 21-23%, Notwithstanding Short-term Volatilities
Q3 Has Been Resilient, Raw Material Prices Increased By 60%
We Have Taken Strong Price Hikes In Last 9 Months; Remain Cautious About The Next Quarter
Industrial Segment Grew Double-digit In Volumes, Less Than 20% Of Revenues
Remain Focussed On Gaining Market Share In All The Segments
Margin Should Be Between 21-23%, Notwithstanding Short-term Volatilities