DALMIA BHARAT Q2 FY27 (CONS.)
Net Loss: βΉ209 Cr vs βΉ239 Cr profit YoY | βΉ192 Cr profit QoQ
Revenue: βΉ3,563 Cr β4% YoY | β8% QoQ
EBITDA: βΉ493 Cr β29% YoY | β39% QoQ
EBITDA Margin: 13.8% vs 20.36% YoY | 20.69% QoQ
Net Loss: βΉ209 Cr vs βΉ239 Cr profit YoY | βΉ192 Cr profit QoQ
Revenue: βΉ3,563 Cr β4% YoY | β8% QoQ
EBITDA: βΉ493 Cr β29% YoY | β39% QoQ
EBITDA Margin: 13.8% vs 20.36% YoY | 20.69% QoQ
PARAMOUNT COMMUNICATIONS Q2 FY27
Net Profit: βΉ24 Cr β83% YoY | β23% QoQ
Revenue: βΉ560 Cr β30.84% YoY | β5.86% QoQ
EBITDA: βΉ41 Cr β560% YoY | β18% QoQ
EBITDA Margin: 7.3% vs 1.4% YoY | 6.6% QoQ
Net Profit: βΉ24 Cr β83% YoY | β23% QoQ
Revenue: βΉ560 Cr β30.84% YoY | β5.86% QoQ
EBITDA: βΉ41 Cr β560% YoY | β18% QoQ
EBITDA Margin: 7.3% vs 1.4% YoY | 6.6% QoQ
TATA CONSUMER Q2 FY27
Net Profit : βΉ469 Cr β16% YoY | β10% QoQ
Revenue: βΉ5,661 Cr β14% YoY | β6% QoQ
Other Income: βΉ39 Cr vs βΉ38 Cr YoY | βΉ72 Cr QoQ
Net Profit : βΉ469 Cr β16% YoY | β10% QoQ
Revenue: βΉ5,661 Cr β14% YoY | β6% QoQ
Other Income: βΉ39 Cr vs βΉ38 Cr YoY | βΉ72 Cr QoQ
TATA CONSUMER PRODUCTS Q2 FY27 β RESULTS VS ESTIMATES
β’ Net Profit: βΉ467 Cr vs βΉ456 Cr est. β Beat by 2.41% π’
β’ Revenue: βΉ5,661 Cr vs βΉ5,605 Cr est. β Beat by 1.00% π’
β’ EBITDA: βΉ783 Cr vs βΉ775 Cr est. β Beat by 1.03% π’
β’ EBITDA Margin: 13.84% vs 13.8% est. β Beat by 4 bps π’
β’ Net Profit: βΉ467 Cr vs βΉ456 Cr est. β Beat by 2.41% π’
β’ Revenue: βΉ5,661 Cr vs βΉ5,605 Cr est. β Beat by 1.00% π’
β’ EBITDA: βΉ783 Cr vs βΉ775 Cr est. β Beat by 1.03% π’
β’ EBITDA Margin: 13.84% vs 13.8% est. β Beat by 4 bps π’
SONA BLW PRECISION FORGINGS Q2 FY27 (CONS.)
Net Profit: βΉ222.99 Cr β30.81% YoY | β24.91% QoQ
Revenue: βΉ1,535.84 Cr β34.92% YoY | β18.03% QoQ
EBITDA: βΉ345.66 Cr β21.78% YoY | β17.80% QoQ
EBITDA Margin: 22.51% vs 24.93% YoY | 22.55% QoQ
Net Profit: βΉ222.99 Cr β30.81% YoY | β24.91% QoQ
Revenue: βΉ1,535.84 Cr β34.92% YoY | β18.03% QoQ
EBITDA: βΉ345.66 Cr β21.78% YoY | β17.80% QoQ
EBITDA Margin: 22.51% vs 24.93% YoY | 22.55% QoQ
π2
SHAKTI PUMPS INDIA:
CO βΉ1,700 CR CAPEX PLANNED THROUGH FY28; βΉ400 CR TARGETED IN H2 FY27 VS βΉ800 CR EARLIER FY27 PLAN
CO βΉ1,700 CR CAPEX PLANNED THROUGH FY28; βΉ400 CR TARGETED IN H2 FY27 VS βΉ800 CR EARLIER FY27 PLAN
COMMERCE MINISTER AT INDIA-NETHERLANDS BIZ FORUM
We expect $200 billion-worth of data centres to come up in India in next 8 years
Target is to take Indian Economy to a scale of $30 Tn by 2047
My own guess is that we will grow by 7.5% this year
We expect $200 billion-worth of data centres to come up in India in next 8 years
Target is to take Indian Economy to a scale of $30 Tn by 2047
My own guess is that we will grow by 7.5% this year
β€1
AAVAS FINANCIERS Q2 FY27
NET PROFIT UP 11% AT βΉ182 CR (YOY), UP 6% (QOQ)
NII UP 13% AT βΉ325 CR (YOY), UP 0.23% (QOQ)
NET PROFIT UP 11% AT βΉ182 CR (YOY), UP 6% (QOQ)
NII UP 13% AT βΉ325 CR (YOY), UP 0.23% (QOQ)
β€2
DCM SHRIRAM Q2 FY27
Net Profit: βΉ105 Cr β34% YoY | β85% QoQ
Revenue: βΉ4,151 Cr β21% YoY | β10% QoQ
EBITDA: βΉ291 Cr β6% YoY | β13% QoQ
EBITDA Margin: 7.0% vs 9.0% YoY | 8.9% QoQ
Net Profit: βΉ105 Cr β34% YoY | β85% QoQ
Revenue: βΉ4,151 Cr β21% YoY | β10% QoQ
EBITDA: βΉ291 Cr β6% YoY | β13% QoQ
EBITDA Margin: 7.0% vs 9.0% YoY | 8.9% QoQ
β€2
SENIOR IRANIAN OFFICIAL TO RTRS : TEHRAN TALKS WITH MECCA PACT MEMBERS DO NOT COVER IRAN'S NUCLEAR ISSUE
π7
Tata Consumer Guidance
Management expects margin expansion in H2 versus the prior year's H2 and remains focused on the original 50-70 bps full-year expansion guidance.
It guides tea and salt to mid-to-high single digit growth, growth businesses at 30%+ for two to three years, and Capital Foods plus Organic India at 25-30%.
Tata Consumer also targets 17-20% India EBITDA margins in about three years
Management expects margin expansion in H2 versus the prior year's H2 and remains focused on the original 50-70 bps full-year expansion guidance.
It guides tea and salt to mid-to-high single digit growth, growth businesses at 30%+ for two to three years, and Capital Foods plus Organic India at 25-30%.
Tata Consumer also targets 17-20% India EBITDA margins in about three years
KFIN TECHNOLOGIES Q2 FY27
Net Profit: βΉ100 Cr β8% YoY | β33% QoQ
Revenue: βΉ402 Cr β30% YoY | β13% QoQ
Other Income: βΉ8 Cr vs βΉ11 Cr YoY | βΉ10 Cr QoQ
Operating Profit: βΉ161 Cr β19% YoY | β32% QoQ
Operating Profit Margin: 40.1% vs 43.9% YoY | 34.2% QoQ
EPS: βΉ5.80 β7% YoY | β33% QoQ
Net Profit: βΉ100 Cr β8% YoY | β33% QoQ
Revenue: βΉ402 Cr β30% YoY | β13% QoQ
Other Income: βΉ8 Cr vs βΉ11 Cr YoY | βΉ10 Cr QoQ
Operating Profit: βΉ161 Cr β19% YoY | β32% QoQ
Operating Profit Margin: 40.1% vs 43.9% YoY | 34.2% QoQ
EPS: βΉ5.80 β7% YoY | β33% QoQ
β€1
NAZARA TECHNOLOGIES Q2 FY27 (CONS.)
Net Profit: βΉ35.36 Cr vs βΉ33.93 Cr loss YoY | vs βΉ82.47 Cr loss QoQ
Revenue: βΉ803.15 Cr β52.56% YoY | β87.31% QoQ
EBITDA: βΉ92.89 Cr β55.33% YoY | β276.53% QoQ
EBITDA Margin: 11.57% vs 11.36% YoY | 5.75% QoQ
Net Profit: βΉ35.36 Cr vs βΉ33.93 Cr loss YoY | vs βΉ82.47 Cr loss QoQ
Revenue: βΉ803.15 Cr β52.56% YoY | β87.31% QoQ
EBITDA: βΉ92.89 Cr β55.33% YoY | β276.53% QoQ
EBITDA Margin: 11.57% vs 11.36% YoY | 5.75% QoQ
AEGIS LOGISTICS Q2 FY27 (CONS.)
Net Profit: βΉ320.50 Cr β31.34% YoY | β41.18% QoQ
Revenue: βΉ2,213.34 Cr β3.52% YoY | β6.09% QoQ
EBITDA: βΉ434.32 Cr β49.43% YoY | β39.13% QoQ
EBITDA Margin: 19.62% vs 12.67% YoY | 30.28% QoQ
Net Profit: βΉ320.50 Cr β31.34% YoY | β41.18% QoQ
Revenue: βΉ2,213.34 Cr β3.52% YoY | β6.09% QoQ
EBITDA: βΉ434.32 Cr β49.43% YoY | β39.13% QoQ
EBITDA Margin: 19.62% vs 12.67% YoY | 30.28% QoQ
β€5
SENIOR IRANIAN OFFICIAL TO RTRS : TEHRAN TALKS WITH MECCA PACT MEMBERS DO NOT COVER IRAN'S NUCLEAR ISSUE
π4
APPLE SAYS SIRI AI IS EXPANDING TO MORE PEOPLE AROUND THE WORLD, WITH AVAILABILITY IN FRENCH, JAPANESE, KOREAN, PORTUGUESE AND SPANISH, AND SUPPORT FOR TRADITIONAL CHINESE, NORWEGIAN, TURKISH AND VIETNAMESE COMING BY YEAR-END
π1
APPLE SAYS SIRI AI IS CURRENTLY UNAVAILABLE IN THE EU AND THAT IT IS WORKING WITH THE EU ON A PATH FORWARD
IRAN IS OPEN TO A SHORTER US PROPOSAL TIMELINE IF CONDITIONS ARE MET
β€5