SupremeInd Mgmt On CNBC-TV18 Says:

⏩Volume Growth In FY27 Will Be 10%

⏩Overall Volume Growth In FY27 Will Be 10% Vs 12% Guided Earlier

⏩Q3FY27 Has Started On A Strong Footing

⏩Margin Will Hold Around 14-14.5% In FY27

⏩Piping Volume Guidance Expected At 13% In FY27 Vs 15% Earlier

ATHER ENERGY Q2 FY27 (STANDALONE)

Net Profit: ₹4 Cr vs ₹157 Cr loss YoY | vs ₹51 Cr loss QoQ

Revenue: ₹1,464 Cr ↑63% YoY | ↑20% QoQ

Other Income: ₹63 Cr vs ₹42 Cr YoY | ₹43 Cr QoQ

EPS: ₹0.04 vs -₹4.11 YoY | -₹1.33 QoQ

SRM CONTRACTORS LIMITED: CO. BAGS CONTRACT WORTH ₹138.37 CRORES FROM MORTH FOR LANDSLIDE TREATMENT ON NH-09; CONTRACT TO BE EXECUTED IN 18 MONTHS.

JBMA: Q2 CONS NET PROFIT 586M RUPEES VS 526M (YOY)

JBMA: Q2 EBITDA 1.9B RUPEES VS 1.55B (YOY); Q2 EBITDA MARGIN 11.54% VS 11.33% (YOY)

JBMA: Q2 REVENUE 16.6B RUPEES VS 13.7B (YOY)

ATHER ENERGY: BOARD APPROVES EXPANSION OF MANUFACTURING CAPACITY; CAPEX OF ₹122 CRORES ALLOCATED; HOSUR CAPACITY TO INCREASE FROM 420,000 TO 495,000 UNITS; FACTORY 3.0 CAPACITY TO RISE FROM 500,000 TO 650,000 UNITS; COMPLETION EXPECTED BY DECEMBER 2026 AND Q2 FY28

AVANTEL Q2 FY27

Net Profit: ₹7 Cr ↑60% YoY | ↑26% QoQ

Revenue: ₹74 Cr ↑34% YoY | ↑6% QoQ

Other Income: ₹0 Cr vs ₹1 Cr YoY | ₹0 Cr QoQ

Operating Profit: ₹21 Cr ↑84% YoY | ↑20% QoQ

Operating Profit Margin: 28.0% vs 20.4% YoY | 24.8% QoQ

EPS: ₹0.26 ↑73% YoY | ↑30% QoQ

ATHER ENERGY: CO WILL FURTHER EXPAND THE PLANT’S ANNUAL CAPACITY BY 1.5 LAKH UNITS TO 6.5 LAKH UNITS, WITH THE ADDITIONAL CAPACITY EXPECTED TO COMMENCE PRODUCTION BY Q2 FY28

MANKIND PHARMA Q2 FY27

Net Profit: ₹711 Cr ↑39% YoY | ↑25% QoQ

Revenue: ₹4,338 Cr ↑17% YoY | ↑8% QoQ

Other Income: ₹95 Cr vs ₹92 Cr YoY | ₹45 Cr QoQ

EPS: ₹17.23 ↑39% YoY | ↑25% QoQ

MANKIND: Q2 CONS NET PROFIT 7.1B RUPEES VS 5.11B (YOY); EST 6.15B

MANKIND: Q2 EBITDA 11.7B RUPEES VS 9.21B (YOY); Q2 EBITDA MARGIN 27% VS 24.92% (YOY)

MANKIND: Q2 REVENUE 43.4B RUPEES VS 36.97B (YOY)

MILKFOOD Q2 FY27

Net Profit: ₹1 Cr vs ₹8 Cr loss YoY | ↑500% QoQ

Revenue: ₹101 Cr ↑37% YoY | ↑25% QoQ

EBITDA: ₹6 Cr vs ₹2 Cr loss YoY | ↑84% QoQ

EBITDA Margin: 6.3% vs -3.1% YoY | 4.3% QoQ

MANKIND PHARMA Q2 FY27 (CONS.) ; NET PROFIT UP 37.67% AT ₹716.12 CR (YOY), UP 24.74% (QOQ)

REVENUE UP 17.33% AT ₹4,337.86 CR (YOY), UP 7.62% (QOQ)

EBITDA UP 27.13% AT ₹1,171.25 CR (YOY), UP 10.89% (QOQ)

MARGINS AT 27.00% VS 24.92% (YOY), 26.20% (QOQ)

MANKIND PHARMA Q2 FY27 – ACTUAL VS ESTIMATES

Revenue: ₹4,337.86 Cr vs ₹4,164.38 Cr est. — BEAT BY 4%

Net Profit: ₹711.48 Cr vs ₹619 Cr est. — BEAT BY 15%

EPS: ₹17.23 vs ₹15.11 est. — BEAT BY 14%

MAHABANK: Q2 SL NET PROFIT 23B RUPEES VS 16.3B (YOY); EST 21B

MAHABANK: Q2 GNPA 1.25% VS 1.45% (QOQ); Q2 NNPA 0.12% VS 0.13% (QOQ)

MAHABANK: Q2 REVENUE 86B RUPEES VS 71B (YOY)

BANK OF MAHARASHTRA Q2 FY27

Net Profit: ₹2,136 Cr ↑27.98% YoY | ↑5.59% QoQ

NII: ₹3,955 Cr ↑21.77% YoY | ↑4.91% QoQ

Operating Profit: ₹3,369 Cr ↑30.83% YoY | ↑8.05% QoQ

Provisions: ₹654 Cr ↓22% QoQ

DEALING ROOM UPDATES NDTV Profit

ACUTAAS CHEMICALS, CDSL 🟢

• Buying interest on large HNI desks.

• Dealers expect strong Q2 earnings.

COAL INDIA🟢

• Multiple dealing rooms recommending buy calls to clients.

• Strong volume growth expected.

VARUN BEVERAGES, GLENMARK, ADANI POWER 🟢

• Higher delivery volumes seen.

• Buying interest on institutional desks.

MARUTI SUZUKI🔻

• Selling interest on large HNI and PMS desks.

• Dealers expect weak earnings.

SRF 🟢

• Multiple dealing rooms recommending buy calls.

• Expected to benefit from import curbs on Chinese products.

SUMITOMO CHEMICAL INDIA Q2 FY27

Net Profit: ₹157 Cr ↓11% YoY | ↓27% QoQ

Revenue: ₹907 Cr ↓2% YoY | ↓15% QoQ

Other Income: ₹44 Cr vs ₹39 Cr YoY | ₹47 Cr QoQ

Operating Profit: ₹186 Cr ↓15% YoY | ↓20% QoQ

Margin: 20.5% vs 23.4% YoY | 21.9% QoQ

EPS: ₹3.14 ↓12% YoY | ↓27% QoQ

MUSIC BROADCAST Q2 FY27 (STANDALONE)

Net Profit: ₹7 Cr vs ₹7 Cr loss YoY | ↓28% QoQ

Revenue: ₹41 Cr ↑8% YoY | ↓8% QoQ

EBITDA: ₹6 Cr vs ₹5 Cr loss YoY | ↓31% QoQ

EBITDA Margin: 15.0% vs -14.5% YoY | 20.0% QoQ

FIVE-STAR BUSINESS FINANCE Q2 FY27

Net Profit: ₹299 Cr ↑5% YoY | ↑10% QoQ

NII: ₹666 Cr ↑12% YoY | ↑5% QoQ

ASTEC LIFESCIENCES Q2 FY27

Net Loss: ₹37 Cr vs ₹24 Cr loss YoY | ₹19 Cr loss QoQ

Revenue: ₹72 Cr ↓2% YoY | ↓14% QoQ

EBITDA Loss: ₹20 Cr vs ₹7 Cr loss YoY | ₹1 Cr loss QoQ

EBITDA Margin: -27.5% vs -9.1% YoY | -0.8% QoQ

BRIGADE HOTEL Q2 FY27

Net Profit: ₹22 Cr ↑107% YoY | ↑27% QoQ

Revenue: ₹138 Cr ↑10% YoY | ↑9% QoQ

EBITDA: ₹48 Cr ↑30% YoY | ↑15% QoQ

EBITDA Margin: 34.8% vs 29.5% YoY | 32.8% QoQ

REC Q2 FY27 (STANDALONE)

PAT: ₹3,391 Cr ↓23% YoY | ↓18% QoQ

NII: ₹5,134 Cr ↓6% YoY | ↓6% QoQ

PPOP: ₹4,648 Cr ↓18% YoY | ↑9% QoQ

Provisions: ₹375 Cr ↑178% YoY | ↑139% QoQ

Loan Assets: ₹6,12,678 Cr