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
β€1
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
β€2
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
Bazaar.Updateπ
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 Revenuesβ¦
CASTROL INDIA:
CO TO FOCUS ON MARGIN RECOVERY GOING FORWARD
CO TO FOCUS ON MARGIN RECOVERY GOING FORWARD
Sunita Tools Ltd β 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
β€1
DEEPA JEWELLERS Q2 FY27
Net Profit: βΉ37 Cr β36% YoY | β39% QoQ
Revenue: βΉ626 Cr β25% YoY | β45% QoQ
EBITDA: βΉ47 Cr β19% YoY | β18% QoQ
EBITDA Margin: 7.5% vs 7.9% YoY | 9.2% QoQ
Net Profit: βΉ37 Cr β36% YoY | β39% QoQ
Revenue: βΉ626 Cr β25% YoY | β45% QoQ
EBITDA: βΉ47 Cr β19% YoY | β18% QoQ
EBITDA Margin: 7.5% vs 7.9% YoY | 9.2% QoQ
β€2
SUPREME INDUSTRIES Q2 FY27 (CONS.)
Net Profit: βΉ262.44 Cr β59.31% YoY | β6.51% QoQ
Revenue: βΉ3,361.27 Cr β14.25% YoY | β23.69% QoQ
EBITDA: βΉ431.31 Cr β32.32% YoY | β18.17% QoQ
EBITDA Margin: 12.83% vs 11.08% YoY | 13.43% QoQ
Net Profit: βΉ262.44 Cr β59.31% YoY | β6.51% QoQ
Revenue: βΉ3,361.27 Cr β14.25% YoY | β23.69% QoQ
EBITDA: βΉ431.31 Cr β32.32% YoY | β18.17% QoQ
EBITDA Margin: 12.83% vs 11.08% YoY | 13.43% QoQ
SUPREME INDUSTRIES Q2 FY27 β SEGMENT-WISE PERFORMANCE
PLASTICS PIPING PRODUCTS
β’ Revenue: βΉ2,273.79 Cr, up 42.13% YoY and 27.00% QoQ
β’ Segment Profit: βΉ240.95 Cr, up 89.98% YoY and 17.65% QoQ
INDUSTRIAL PRODUCTS
β’ Revenue: βΉ420.09 Cr, up 48.63% YoY and 12.63% QoQ
β’ Segment Profit: βΉ25.09 Cr, up 112.63% YoY and 8.38% QoQ
PACKAGING PRODUCTS
β’ Revenue: βΉ481.08 Cr, up 22.25% YoY and 9.78% QoQ
β’ Segment Profit: βΉ45.57 Cr, down 4.24% YoY and 16.54% QoQ
CONSUMER PRODUCTS
β’ Revenue: βΉ105.28 Cr, up 1.88% YoY and 20.57% QoQ
β’ Segment Profit: βΉ13.33 Cr, down 5.59% YoY but up 35.19% QoQ
PLASTICS PIPING PRODUCTS
β’ Revenue: βΉ2,273.79 Cr, up 42.13% YoY and 27.00% QoQ
β’ Segment Profit: βΉ240.95 Cr, up 89.98% YoY and 17.65% QoQ
INDUSTRIAL PRODUCTS
β’ Revenue: βΉ420.09 Cr, up 48.63% YoY and 12.63% QoQ
β’ Segment Profit: βΉ25.09 Cr, up 112.63% YoY and 8.38% QoQ
PACKAGING PRODUCTS
β’ Revenue: βΉ481.08 Cr, up 22.25% YoY and 9.78% QoQ
β’ Segment Profit: βΉ45.57 Cr, down 4.24% YoY and 16.54% QoQ
CONSUMER PRODUCTS
β’ Revenue: βΉ105.28 Cr, up 1.88% YoY and 20.57% QoQ
β’ Segment Profit: βΉ13.33 Cr, down 5.59% YoY but up 35.19% QoQ
Bazaar.Updateπ
SUPREME INDUSTRIES Q2 FY27 (CONS.) Net Profit: βΉ262.44 Cr β59.31% YoY | β6.51% QoQ Revenue: βΉ3,361.27 Cr β14.25% YoY | β23.69% QoQ EBITDA: βΉ431.31 Cr β32.32% YoY | β18.17% QoQ EBITDA Margin: 12.83% vs 11.08% YoY | 13.43% QoQ
SUPREMEIND: CO APPROVED DIVIDEND RUPEES 12 PER SHARE
SUPREME IND Q2
CO CUTS FY27 VOLUME GROWTH GUIDANCE TO 10 % FROM 12 - 13 %
CO CUTS FY27 VOLUME GROWTH GUIDANCE TO 10 % FROM 12 - 13 %
SUPREME INDUSTRIES Q2 FY27 - MANAGEMENT UPDATE
β’ FY27 Volume Growth Target: Around 10%, despite a sharp decline in Q1.
β’ H2 Outlook: Management expects stronger performance, supported by recovery in Plastic Piping and other businesses.
β’ Industrial Components: Satisfactory performance with stable demand.
β’ Material Handling & Packaging: Satisfactory performance driven by customised solutions and expanding applications.
β’ New Products: PP Bubble Guard Sheets to expand applications and strengthen customer engagement.
β’ Consumer Products: Growth under pressure due to volatility in base polymer prices.
β’ Capacity Expansion: New facilities progressing as planned across Bihar, Jammu, Erode, Puducherry and Malanpur.
β’ Brownfield Expansion: Additional capacity being developed at existing strategic locations.
β’ Funding: Expansion supported by healthy cash flows and strong internal accruals.
β’ Growth Drivers: Diversified portfolio, strong brand, extensive distribution network and operational efficiency.
β’ FY27 Volume Growth Target: Around 10%, despite a sharp decline in Q1.
β’ H2 Outlook: Management expects stronger performance, supported by recovery in Plastic Piping and other businesses.
β’ Industrial Components: Satisfactory performance with stable demand.
β’ Material Handling & Packaging: Satisfactory performance driven by customised solutions and expanding applications.
β’ New Products: PP Bubble Guard Sheets to expand applications and strengthen customer engagement.
β’ Consumer Products: Growth under pressure due to volatility in base polymer prices.
β’ Capacity Expansion: New facilities progressing as planned across Bihar, Jammu, Erode, Puducherry and Malanpur.
β’ Brownfield Expansion: Additional capacity being developed at existing strategic locations.
β’ Funding: Expansion supported by healthy cash flows and strong internal accruals.
β’ Growth Drivers: Diversified portfolio, strong brand, extensive distribution network and operational efficiency.
SUPREME IND says
we dont see any demand disruption
CO CUTS FY27 PIPE VOLUME GUIDANCE TO 13 % FROM 15 % EARLIER
we dont see any demand disruption
CO CUTS FY27 PIPE VOLUME GUIDANCE TO 13 % FROM 15 % EARLIER
ERIS LIFESCIENCES Q2 FY27 (CONS.)
Net Profit: βΉ187.14 Cr β39.17% YoY | β30.58% QoQ
Revenue: βΉ892.37 Cr β12.64% YoY | β2.07% QoQ
EBITDA: βΉ263.25 Cr β14.12% YoY | β9.45% QoQ
EBITDA Margin: 29.50% vs 29.11% YoY | 27.51% QoQ
Net Profit: βΉ187.14 Cr β39.17% YoY | β30.58% QoQ
Revenue: βΉ892.37 Cr β12.64% YoY | β2.07% QoQ
EBITDA: βΉ263.25 Cr β14.12% YoY | β9.45% QoQ
EBITDA Margin: 29.50% vs 29.11% YoY | 27.51% QoQ
TAMILNAD MERCANTILE BANK Q2 FY27 (STANDALONE)
Net Profit: βΉ451 Cr β42% YoY | β10% QoQ
NII: βΉ807 Cr β35% YoY | β6% QoQ
PPOP: βΉ642 Cr β42% YoY | β5% QoQ
Provisions: βΉ33 Cr β67% YoY | β38% QoQ
GNPA: 0.6% vs 1.0% YoY | 0.7% QoQ
Advances: βΉ60,429 Cr β30% YoY
Deposits: βΉ69,546 Cr β25% YoY
Net Profit: βΉ451 Cr β42% YoY | β10% QoQ
NII: βΉ807 Cr β35% YoY | β6% QoQ
PPOP: βΉ642 Cr β42% YoY | β5% QoQ
Provisions: βΉ33 Cr β67% YoY | β38% QoQ
GNPA: 0.6% vs 1.0% YoY | 0.7% QoQ
Advances: βΉ60,429 Cr β30% YoY
Deposits: βΉ69,546 Cr β25% YoY
β€1