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 ₹25,000 CR, POTENTIALLY RISING 5 - 10%, WHILE FY28–FY29 CAPEX IS GUIDED AT ₹40,000–45,000 CR
FY27 CAPEX GUIDANCE IS ₹25,000 CR, POTENTIALLY RISING 5 - 10%, WHILE FY28–FY29 CAPEX IS GUIDED AT ₹40,000–45,000 CR
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A B REAL ESTATE Q2 FY27
Net Profit: ₹919 Cr vs ₹18 Cr loss YoY | vs ₹35 Cr loss QoQ
Revenue: ₹824 Cr ↑752% YoY | ↑338% QoQ
Other Income: ₹36 Cr vs ₹15 Cr YoY | ₹17 Cr QoQ
EPS: ₹77.51 vs -₹1.43 YoY | -₹3.48 QoQ
Net Profit: ₹919 Cr vs ₹18 Cr loss YoY | vs ₹35 Cr loss QoQ
Revenue: ₹824 Cr ↑752% YoY | ↑338% QoQ
Other Income: ₹36 Cr vs ₹15 Cr YoY | ₹17 Cr QoQ
EPS: ₹77.51 vs -₹1.43 YoY | -₹3.48 QoQ
GALAXY BEARINGS Q2 FY27 (STANDALONE)
Net Profit: ₹1 Cr vs ₹2 Cr loss YoY | ↓50% QoQ
Revenue: ₹23 Cr ↑53% YoY | ↑45% QoQ
EBITDA: ₹3 Cr vs ₹1 Cr loss YoY | ↑43% QoQ
EBITDA Margin: 11.3% vs -9.5% YoY | 11.4% QoQ
Net Profit: ₹1 Cr vs ₹2 Cr loss YoY | ↓50% QoQ
Revenue: ₹23 Cr ↑53% YoY | ↑45% QoQ
EBITDA: ₹3 Cr vs ₹1 Cr loss YoY | ↑43% QoQ
EBITDA Margin: 11.3% vs -9.5% YoY | 11.4% QoQ
VIDHI SPECIALITY Q2 FY27
Net Profit: ₹18 Cr ↑67% YoY | ↑3% QoQ
Revenue: ₹137 Cr ↑82% YoY | ↓7% QoQ
EBITDA: ₹26 Cr ↑46% YoY | ↓1% QoQ
EBITDA Margin: 18.9% vs 23.6% YoY | 17.8% QoQ
Net Profit: ₹18 Cr ↑67% YoY | ↑3% QoQ
Revenue: ₹137 Cr ↑82% YoY | ↓7% QoQ
EBITDA: ₹26 Cr ↑46% YoY | ↓1% QoQ
EBITDA Margin: 18.9% vs 23.6% YoY | 17.8% QoQ
DRC SYSTEMS Q2 FY27 (CONS.)
Net Profit: ₹4.06 Cr ↓2.47% YoY | ↓26.84% QoQ
Revenue: ₹21.29 Cr ↓6.77% YoY | ↓8.97% QoQ
EBITDA: ₹5.90 Cr ↓4.59% YoY | ↓7.83% QoQ
EBITDA Margin: 27.72% vs 27.08% YoY | 27.37% QoQ
Net Profit: ₹4.06 Cr ↓2.47% YoY | ↓26.84% QoQ
Revenue: ₹21.29 Cr ↓6.77% YoY | ↓8.97% QoQ
EBITDA: ₹5.90 Cr ↓4.59% YoY | ↓7.83% QoQ
EBITDA Margin: 27.72% vs 27.08% YoY | 27.37% QoQ
APL APOLLO TUBES Q2 FY27
Net Profit: ₹382 Cr ↑27% YoY | ↑45% QoQ
Revenue: ₹7,002 Cr ↑27% YoY | ↑25% QoQ
Other Income: ₹40 Cr vs ₹25 Cr YoY | Flat QoQ
Operating Profit: ₹578 Cr ↑29% YoY | ↑40% QoQ
Operating Profit Margin: 8.3% vs 8.1% YoY | 7.3% QoQ
EPS: ₹13.62 ↑25% YoY | ↑44% QoQ
Net Profit: ₹382 Cr ↑27% YoY | ↑45% QoQ
Revenue: ₹7,002 Cr ↑27% YoY | ↑25% QoQ
Other Income: ₹40 Cr vs ₹25 Cr YoY | Flat QoQ
Operating Profit: ₹578 Cr ↑29% YoY | ↑40% QoQ
Operating Profit Margin: 8.3% vs 8.1% YoY | 7.3% QoQ
EPS: ₹13.62 ↑25% YoY | ↑44% QoQ
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Bazaar.Update📊
APL APOLLO TUBES Q2 FY27 Net Profit: ₹382 Cr ↑27% YoY | ↑45% QoQ Revenue: ₹7,002 Cr ↑27% YoY | ↑25% QoQ Other Income: ₹40 Cr vs ₹25 Cr YoY | Flat QoQ Operating Profit: ₹578 Cr ↑29% YoY | ↑40% QoQ Operating Profit Margin: 8.3% vs 8.1% YoY | 7.3% QoQ EPS:…
APL APOLLO Q2 FY27 – RESULTS VS ESTIMATES
• Net Profit: ₹382.4 Cr vs ₹363 Cr est. — Beat by 5.34%
• Revenue: ₹7,001.7 Cr vs ₹7,219 Cr est. — Miss by 3.01%
• EBITDA: ₹578 Cr vs ₹536 Cr est. — Beat by 7.84%
• EBITDA Margin: 8.2% vs 7.4% est. — Beat by 80 bps
• Net Profit: ₹382.4 Cr vs ₹363 Cr est. — Beat by 5.34%
• Revenue: ₹7,001.7 Cr vs ₹7,219 Cr est. — Miss by 3.01%
• EBITDA: ₹578 Cr vs ₹536 Cr est. — Beat by 7.84%
• EBITDA Margin: 8.2% vs 7.4% est. — Beat by 80 bps
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IOB Q2 FY27
Net Profit: ₹1,963 Cr ↑56% YoY | ↑14% QoQ
NII: ₹3,867 Cr ↑26% YoY | ↑5% QoQ
PPOP: ₹3,016 Cr ↑26% YoY | ↑12% QoQ
Provisions: ₹950 Cr ↑41% YoY | ↑14% QoQ
Advances: ₹3,42,061 Cr ↑25% YoY
Deposits: ₹4,07,428 Cr ↑20% YoY
Net Profit: ₹1,963 Cr ↑56% YoY | ↑14% QoQ
NII: ₹3,867 Cr ↑26% YoY | ↑5% QoQ
PPOP: ₹3,016 Cr ↑26% YoY | ↑12% QoQ
Provisions: ₹950 Cr ↑41% YoY | ↑14% QoQ
Advances: ₹3,42,061 Cr ↑25% YoY
Deposits: ₹4,07,428 Cr ↑20% YoY
PNGS REVA DIAMONDS Q2 FY27 (STANDALONE)
Net Profit: ₹23 Cr ↑84% YoY | ↓14% QoQ
Revenue: ₹121 Cr ↑17% YoY | ↑2% QoQ
Other Income: ₹5 Cr vs ₹0 Cr YoY | ₹6 Cr QoQ
Operating Profit: ₹29 Cr ↑49% YoY | ↓15% QoQ
Operating Profit Margin: 23.8% vs 18.7% YoY | 28.8% QoQ
EPS: ₹7.35 ↑27% YoY | ↓14% QoQ
Net Profit: ₹23 Cr ↑84% YoY | ↓14% QoQ
Revenue: ₹121 Cr ↑17% YoY | ↑2% QoQ
Other Income: ₹5 Cr vs ₹0 Cr YoY | ₹6 Cr QoQ
Operating Profit: ₹29 Cr ↑49% YoY | ↓15% QoQ
Operating Profit Margin: 23.8% vs 18.7% YoY | 28.8% QoQ
EPS: ₹7.35 ↑27% YoY | ↓14% 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 ₹5,000 CR REVENUE MILESTONE WITH 20-22% MARGINS POST-ACQUISITION CONSOLIDATION.
CO GUIDED FOR 35-45% REVENUE GROWTH IN H2 FY27; SET LONG-TERM ₹5,000 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
Bazaar.Update📊
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…
CASTROL INDIA:
CO TO FOCUS ON MARGIN RECOVERY GOING FORWARD
CO TO FOCUS ON MARGIN RECOVERY GOING FORWARD
Sunita Tools Ltd – 50:50 JOINT VENTURE SHARE ACQUISITION
Strategic agreement to acquire a Bulgarian defence industry entity:
- Agreement executed on October 24, 2026, to acquire 50% of the issued share capital and voting rights
- Target entity has been engaged in the defence industry for 20 years
- Acquisition aims to expand presence in the European defence sector
- Will provide eligibility for NCAGE code, Finland, Sweden, and South Korea defence registration certificates
- Completion is subject to due diligence, independent valuation, and regulatory approvals in India and Bulgaria
Strategic agreement to acquire a Bulgarian defence industry entity:
- Agreement executed on October 24, 2026, to acquire 50% of the issued share capital and voting rights
- Target entity has been engaged in the defence industry for 20 years
- Acquisition aims to expand presence in the European defence sector
- Will provide eligibility for NCAGE code, Finland, Sweden, and South Korea defence registration certificates
- Completion is subject to due diligence, independent valuation, and regulatory approvals in India and Bulgaria
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DEEPA JEWELLERS Q2 FY27
Net Profit: ₹37 Cr ↑36% YoY | ↑39% QoQ
Revenue: ₹626 Cr ↑25% YoY | ↑45% QoQ
EBITDA: ₹47 Cr ↑19% YoY | ↑18% QoQ
EBITDA Margin: 7.5% vs 7.9% YoY | 9.2% QoQ
Net Profit: ₹37 Cr ↑36% YoY | ↑39% QoQ
Revenue: ₹626 Cr ↑25% YoY | ↑45% QoQ
EBITDA: ₹47 Cr ↑19% YoY | ↑18% QoQ
EBITDA Margin: 7.5% vs 7.9% YoY | 9.2% QoQ
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SUPREME INDUSTRIES Q2 FY27 (CONS.)
Net Profit: ₹262.44 Cr ↑59.31% YoY | ↓6.51% QoQ
Revenue: ₹3,361.27 Cr ↑14.25% YoY | ↑23.69% QoQ
EBITDA: ₹431.31 Cr ↑32.32% YoY | ↑18.17% QoQ
EBITDA Margin: 12.83% vs 11.08% YoY | 13.43% QoQ
Net Profit: ₹262.44 Cr ↑59.31% YoY | ↓6.51% QoQ
Revenue: ₹3,361.27 Cr ↑14.25% YoY | ↑23.69% QoQ
EBITDA: ₹431.31 Cr ↑32.32% YoY | ↑18.17% QoQ
EBITDA Margin: 12.83% vs 11.08% YoY | 13.43% QoQ