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
❤1
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
❤2
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
SUPREME INDUSTRIES Q2 FY27 – SEGMENT-WISE PERFORMANCE
PLASTICS PIPING PRODUCTS
• Revenue: ₹2,273.79 Cr, up 42.13% YoY and 27.00% QoQ
• Segment Profit: ₹240.95 Cr, up 89.98% YoY and 17.65% QoQ
INDUSTRIAL PRODUCTS
• Revenue: ₹420.09 Cr, up 48.63% YoY and 12.63% QoQ
• Segment Profit: ₹25.09 Cr, up 112.63% YoY and 8.38% QoQ
PACKAGING PRODUCTS
• Revenue: ₹481.08 Cr, up 22.25% YoY and 9.78% QoQ
• Segment Profit: ₹45.57 Cr, down 4.24% YoY and 16.54% QoQ
CONSUMER PRODUCTS
• Revenue: ₹105.28 Cr, up 1.88% YoY and 20.57% QoQ
• Segment Profit: ₹13.33 Cr, down 5.59% YoY but up 35.19% QoQ
PLASTICS PIPING PRODUCTS
• Revenue: ₹2,273.79 Cr, up 42.13% YoY and 27.00% QoQ
• Segment Profit: ₹240.95 Cr, up 89.98% YoY and 17.65% QoQ
INDUSTRIAL PRODUCTS
• Revenue: ₹420.09 Cr, up 48.63% YoY and 12.63% QoQ
• Segment Profit: ₹25.09 Cr, up 112.63% YoY and 8.38% QoQ
PACKAGING PRODUCTS
• Revenue: ₹481.08 Cr, up 22.25% YoY and 9.78% QoQ
• Segment Profit: ₹45.57 Cr, down 4.24% YoY and 16.54% QoQ
CONSUMER PRODUCTS
• Revenue: ₹105.28 Cr, up 1.88% YoY and 20.57% QoQ
• Segment Profit: ₹13.33 Cr, down 5.59% YoY but up 35.19% QoQ
SUPREME INDUSTRIES Q2 FY27 - MANAGEMENT UPDATE
• FY27 Volume Growth Target: Around 10%, despite a sharp decline in Q1.
• H2 Outlook: Management expects stronger performance, supported by recovery in Plastic Piping and other businesses.
• Industrial Components: Satisfactory performance with stable demand.
• Material Handling & Packaging: Satisfactory performance driven by customised solutions and expanding applications.
• New Products: PP Bubble Guard Sheets to expand applications and strengthen customer engagement.
• Consumer Products: Growth under pressure due to volatility in base polymer prices.
• Capacity Expansion: New facilities progressing as planned across Bihar, Jammu, Erode, Puducherry and Malanpur.
• Brownfield Expansion: Additional capacity being developed at existing strategic locations.
• Funding: Expansion supported by healthy cash flows and strong internal accruals.
• Growth Drivers: Diversified portfolio, strong brand, extensive distribution network and operational efficiency.
• FY27 Volume Growth Target: Around 10%, despite a sharp decline in Q1.
• H2 Outlook: Management expects stronger performance, supported by recovery in Plastic Piping and other businesses.
• Industrial Components: Satisfactory performance with stable demand.
• Material Handling & Packaging: Satisfactory performance driven by customised solutions and expanding applications.
• New Products: PP Bubble Guard Sheets to expand applications and strengthen customer engagement.
• Consumer Products: Growth under pressure due to volatility in base polymer prices.
• Capacity Expansion: New facilities progressing as planned across Bihar, Jammu, Erode, Puducherry and Malanpur.
• Brownfield Expansion: Additional capacity being developed at existing strategic locations.
• Funding: Expansion supported by healthy cash flows and strong internal accruals.
• 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: ₹187.14 Cr ↑39.17% YoY | ↑30.58% QoQ
Revenue: ₹892.37 Cr ↑12.64% YoY | ↑2.07% QoQ
EBITDA: ₹263.25 Cr ↑14.12% YoY | ↑9.45% QoQ
EBITDA Margin: 29.50% vs 29.11% YoY | 27.51% QoQ
Net Profit: ₹187.14 Cr ↑39.17% YoY | ↑30.58% QoQ
Revenue: ₹892.37 Cr ↑12.64% YoY | ↑2.07% QoQ
EBITDA: ₹263.25 Cr ↑14.12% YoY | ↑9.45% QoQ
EBITDA Margin: 29.50% vs 29.11% YoY | 27.51% QoQ
TAMILNAD MERCANTILE BANK Q2 FY27 (STANDALONE)
Net Profit: ₹451 Cr ↑42% YoY | ↑10% QoQ
NII: ₹807 Cr ↑35% YoY | ↑6% QoQ
PPOP: ₹642 Cr ↑42% YoY | ↑5% QoQ
Provisions: ₹33 Cr ↑67% YoY | ↓38% QoQ
GNPA: 0.6% vs 1.0% YoY | 0.7% QoQ
Advances: ₹60,429 Cr ↑30% YoY
Deposits: ₹69,546 Cr ↑25% YoY
Net Profit: ₹451 Cr ↑42% YoY | ↑10% QoQ
NII: ₹807 Cr ↑35% YoY | ↑6% QoQ
PPOP: ₹642 Cr ↑42% YoY | ↑5% QoQ
Provisions: ₹33 Cr ↑67% YoY | ↓38% QoQ
GNPA: 0.6% vs 1.0% YoY | 0.7% QoQ
Advances: ₹60,429 Cr ↑30% YoY
Deposits: ₹69,546 Cr ↑25% YoY
❤1
AEGIS VOPAK TERMINALS Q2 FY27
Net Profit: ₹96 Cr ↓4% YoY | ↑39% QoQ
Revenue: ₹271 Cr ↑17% YoY | ↑16% QoQ
EBITDA: ₹212 Cr ↑22% YoY | ↑18% QoQ
EBITDA Margin: 78.4% vs 74.7% YoY | 76.8% QoQ
Net Profit: ₹96 Cr ↓4% YoY | ↑39% QoQ
Revenue: ₹271 Cr ↑17% YoY | ↑16% QoQ
EBITDA: ₹212 Cr ↑22% YoY | ↑18% QoQ
EBITDA Margin: 78.4% vs 74.7% YoY | 76.8% QoQ
ITC HOTELS Q2 FY27 (CONS.)
Net Profit: ₹202.65 Cr ↑52.04% YoY | ↑11.40% QoQ
Revenue: ₹1,054.14 Cr ↑25.57% YoY | ↑12.62% QoQ
EBITDA: ₹337.45 Cr ↑37.31% YoY | ↑15.44% QoQ
EBITDA Margin: 32.01% vs 29.27% YoY | 31.23% QoQ
Net Profit: ₹202.65 Cr ↑52.04% YoY | ↑11.40% QoQ
Revenue: ₹1,054.14 Cr ↑25.57% YoY | ↑12.62% QoQ
EBITDA: ₹337.45 Cr ↑37.31% YoY | ↑15.44% QoQ
EBITDA Margin: 32.01% vs 29.27% YoY | 31.23% QoQ
SURANA SOLAR Q2 FY27
Net Profit: ₹1 Cr ↑39% YoY | ↓86% QoQ
Revenue: ₹10 Cr ↑297% YoY | ↓40% QoQ
EBITDA: ₹1 Cr vs ₹2 Cr loss YoY | ↑81% QoQ
EBITDA Margin: 10.1% vs -90.3% YoY | 3.3% QoQ
Net Profit: ₹1 Cr ↑39% YoY | ↓86% QoQ
Revenue: ₹10 Cr ↑297% YoY | ↓40% QoQ
EBITDA: ₹1 Cr vs ₹2 Cr loss YoY | ↑81% QoQ
EBITDA Margin: 10.1% vs -90.3% YoY | 3.3% QoQ
SHANTHI GEARS Q2 FY27 (STANDALONE)
Net Profit: ₹16 Cr ↓27% YoY | ↑59% QoQ
Revenue: ₹128 Cr ↓3% YoY | ↑11% QoQ
Other Income: ₹3 Cr vs ₹6 Cr YoY | ₹4 Cr QoQ
Operating Profit: ₹23 Cr ↓14% YoY | ↑50% QoQ
Operating Profit Margin: 17.7% vs 20.1% YoY | 13.1% QoQ
EPS: ₹2.05 ↓27% YoY | ↑60% QoQ
Net Profit: ₹16 Cr ↓27% YoY | ↑59% QoQ
Revenue: ₹128 Cr ↓3% YoY | ↑11% QoQ
Other Income: ₹3 Cr vs ₹6 Cr YoY | ₹4 Cr QoQ
Operating Profit: ₹23 Cr ↓14% YoY | ↑50% QoQ
Operating Profit Margin: 17.7% vs 20.1% YoY | 13.1% QoQ
EPS: ₹2.05 ↓27% YoY | ↑60% QoQ
❤1
VINYL CHEMICALS Q2 FY27
Net Profit: ₹11.41 Cr ↑296.18% YoY | ↑72.36% QoQ
Revenue: ₹218.57 Cr ↑43.90% YoY | ↑119.36% QoQ
EBITDA: ₹16.70 Cr ↑525.47% YoY | ↑523.13% QoQ
EBITDA Margin: 7.64% vs 1.76% YoY | 2.69% QoQ
Net Profit: ₹11.41 Cr ↑296.18% YoY | ↑72.36% QoQ
Revenue: ₹218.57 Cr ↑43.90% YoY | ↑119.36% QoQ
EBITDA: ₹16.70 Cr ↑525.47% YoY | ↑523.13% QoQ
EBITDA Margin: 7.64% vs 1.76% YoY | 2.69% QoQ
MACPOWER CNC Q2 FY27 (STANDALONE)
Net Profit: ₹13 Cr ↑44% YoY | ↑41% QoQ
Revenue: ₹120 Cr ↑40% YoY | ↑26% QoQ
Other Income: ₹0 Cr vs ₹0 Cr YoY | ₹0 Cr QoQ
Operating Profit: ₹20 Cr ↑41% YoY | ↑29% QoQ
Operating Profit Margin: 16.6% vs 16.5% YoY | 16.2% QoQ
EPS: ₹13.47 ↑44% YoY | ↑41% QoQ
Net Profit: ₹13 Cr ↑44% YoY | ↑41% QoQ
Revenue: ₹120 Cr ↑40% YoY | ↑26% QoQ
Other Income: ₹0 Cr vs ₹0 Cr YoY | ₹0 Cr QoQ
Operating Profit: ₹20 Cr ↑41% YoY | ↑29% QoQ
Operating Profit Margin: 16.6% vs 16.5% YoY | 16.2% QoQ
EPS: ₹13.47 ↑44% YoY | ↑41% QoQ