TATA CONSUMER PRODUCTS Q2 FY27 – RESULTS VS ESTIMATES
• Net Profit: ₹467 Cr vs ₹456 Cr est. — Beat by 2.41% 🟢
• Revenue: ₹5,661 Cr vs ₹5,605 Cr est. — Beat by 1.00% 🟢
• EBITDA: ₹783 Cr vs ₹775 Cr est. — Beat by 1.03% 🟢
• EBITDA Margin: 13.84% vs 13.8% est. — Beat by 4 bps 🟢
• Net Profit: ₹467 Cr vs ₹456 Cr est. — Beat by 2.41% 🟢
• Revenue: ₹5,661 Cr vs ₹5,605 Cr est. — Beat by 1.00% 🟢
• EBITDA: ₹783 Cr vs ₹775 Cr est. — Beat by 1.03% 🟢
• EBITDA Margin: 13.84% vs 13.8% est. — Beat by 4 bps 🟢
SONA BLW PRECISION FORGINGS Q2 FY27 (CONS.)
Net Profit: ₹222.99 Cr ↑30.81% YoY | ↑24.91% QoQ
Revenue: ₹1,535.84 Cr ↑34.92% YoY | ↑18.03% QoQ
EBITDA: ₹345.66 Cr ↑21.78% YoY | ↑17.80% QoQ
EBITDA Margin: 22.51% vs 24.93% YoY | 22.55% QoQ
Net Profit: ₹222.99 Cr ↑30.81% YoY | ↑24.91% QoQ
Revenue: ₹1,535.84 Cr ↑34.92% YoY | ↑18.03% QoQ
EBITDA: ₹345.66 Cr ↑21.78% YoY | ↑17.80% QoQ
EBITDA Margin: 22.51% vs 24.93% YoY | 22.55% QoQ
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SHAKTI PUMPS INDIA:
CO ₹1,700 CR CAPEX PLANNED THROUGH FY28; ₹400 CR TARGETED IN H2 FY27 VS ₹800 CR EARLIER FY27 PLAN
CO ₹1,700 CR CAPEX PLANNED THROUGH FY28; ₹400 CR TARGETED IN H2 FY27 VS ₹800 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
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AAVAS FINANCIERS Q2 FY27
NET PROFIT UP 11% AT ₹182 CR (YOY), UP 6% (QOQ)
NII UP 13% AT ₹325 CR (YOY), UP 0.23% (QOQ)
NET PROFIT UP 11% AT ₹182 CR (YOY), UP 6% (QOQ)
NII UP 13% AT ₹325 CR (YOY), UP 0.23% (QOQ)
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DCM SHRIRAM Q2 FY27
Net Profit: ₹105 Cr ↓34% YoY | ↓85% QoQ
Revenue: ₹4,151 Cr ↑21% YoY | ↑10% QoQ
EBITDA: ₹291 Cr ↓6% YoY | ↓13% QoQ
EBITDA Margin: 7.0% vs 9.0% YoY | 8.9% QoQ
Net Profit: ₹105 Cr ↓34% YoY | ↓85% QoQ
Revenue: ₹4,151 Cr ↑21% YoY | ↑10% QoQ
EBITDA: ₹291 Cr ↓6% YoY | ↓13% QoQ
EBITDA Margin: 7.0% vs 9.0% YoY | 8.9% QoQ
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SENIOR IRANIAN OFFICIAL TO RTRS : TEHRAN TALKS WITH MECCA PACT MEMBERS DO NOT COVER IRAN'S NUCLEAR ISSUE
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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: ₹100 Cr ↑8% YoY | ↑33% QoQ
Revenue: ₹402 Cr ↑30% YoY | ↑13% QoQ
Other Income: ₹8 Cr vs ₹11 Cr YoY | ₹10 Cr QoQ
Operating Profit: ₹161 Cr ↑19% YoY | ↑32% QoQ
Operating Profit Margin: 40.1% vs 43.9% YoY | 34.2% QoQ
EPS: ₹5.80 ↑7% YoY | ↑33% QoQ
Net Profit: ₹100 Cr ↑8% YoY | ↑33% QoQ
Revenue: ₹402 Cr ↑30% YoY | ↑13% QoQ
Other Income: ₹8 Cr vs ₹11 Cr YoY | ₹10 Cr QoQ
Operating Profit: ₹161 Cr ↑19% YoY | ↑32% QoQ
Operating Profit Margin: 40.1% vs 43.9% YoY | 34.2% QoQ
EPS: ₹5.80 ↑7% YoY | ↑33% QoQ
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NAZARA TECHNOLOGIES Q2 FY27 (CONS.)
Net Profit: ₹35.36 Cr vs ₹33.93 Cr loss YoY | vs ₹82.47 Cr loss QoQ
Revenue: ₹803.15 Cr ↑52.56% YoY | ↑87.31% QoQ
EBITDA: ₹92.89 Cr ↑55.33% YoY | ↑276.53% QoQ
EBITDA Margin: 11.57% vs 11.36% YoY | 5.75% QoQ
Net Profit: ₹35.36 Cr vs ₹33.93 Cr loss YoY | vs ₹82.47 Cr loss QoQ
Revenue: ₹803.15 Cr ↑52.56% YoY | ↑87.31% QoQ
EBITDA: ₹92.89 Cr ↑55.33% YoY | ↑276.53% QoQ
EBITDA Margin: 11.57% vs 11.36% YoY | 5.75% QoQ
AEGIS LOGISTICS Q2 FY27 (CONS.)
Net Profit: ₹320.50 Cr ↑31.34% YoY | ↓41.18% QoQ
Revenue: ₹2,213.34 Cr ↓3.52% YoY | ↓6.09% QoQ
EBITDA: ₹434.32 Cr ↑49.43% YoY | ↓39.13% QoQ
EBITDA Margin: 19.62% vs 12.67% YoY | 30.28% QoQ
Net Profit: ₹320.50 Cr ↑31.34% YoY | ↓41.18% QoQ
Revenue: ₹2,213.34 Cr ↓3.52% YoY | ↓6.09% QoQ
EBITDA: ₹434.32 Cr ↑49.43% YoY | ↓39.13% QoQ
EBITDA Margin: 19.62% vs 12.67% YoY | 30.28% QoQ
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SENIOR IRANIAN OFFICIAL TO RTRS : TEHRAN TALKS WITH MECCA PACT MEMBERS DO NOT COVER IRAN'S NUCLEAR ISSUE
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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
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APPLE SAYS SIRI AI IS CURRENTLY UNAVAILABLE IN THE EU AND THAT IT IS WORKING WITH THE EU ON A PATH FORWARD
MAJOR CONTRACT WINS | OCTOBER 26, 2026
CONTRACT WINS
• CGPOWER – Subsidiary received RDSO approval for critical KAVACH order.
• UNIMECH – Signed long-term aerospace manufacturing deal with Honeywell.
MICROCAPS
• BAJEL – Secured ₹1,700 Cr transmission and substation projects.
• JYOTISTRUC – Secured ₹949.35 Cr HVDC transmission line project.
• SRM – Secured ₹138.37 Cr infrastructure contract from MORTH.
• HILINFRA – Secured ₹91.78 Cr toll operations contract for one year.
• COSMICCRF – Secured ₹33.46 Cr orders for fabricated steel items.
• 3CIT – Secured ₹9.08 Cr desktop supply order for IT services.
• CLASSROOM – Secured ₹9.10 Cr content licensing and development order.
• GLOBAL – Secured ₹9.95 Cr desktop computer supply order.
• SUGSLLOYD – Secured ₹3.16 Cr contract from Tata Power-DDL.
• ORIRAIL – Secured ₹1.37 Cr rail seat supply order.
CONTRACT WINS
• CGPOWER – Subsidiary received RDSO approval for critical KAVACH order.
• UNIMECH – Signed long-term aerospace manufacturing deal with Honeywell.
MICROCAPS
• BAJEL – Secured ₹1,700 Cr transmission and substation projects.
• JYOTISTRUC – Secured ₹949.35 Cr HVDC transmission line project.
• SRM – Secured ₹138.37 Cr infrastructure contract from MORTH.
• HILINFRA – Secured ₹91.78 Cr toll operations contract for one year.
• COSMICCRF – Secured ₹33.46 Cr orders for fabricated steel items.
• 3CIT – Secured ₹9.08 Cr desktop supply order for IT services.
• CLASSROOM – Secured ₹9.10 Cr content licensing and development order.
• GLOBAL – Secured ₹9.95 Cr desktop computer supply order.
• SUGSLLOYD – Secured ₹3.16 Cr contract from Tata Power-DDL.
• ORIRAIL – Secured ₹1.37 Cr rail seat supply order.
Q2 Earnings
Good-Paramount Communications, Paytm, Sona BLW, Tata Consumer, Brigade Hotel, Venus Remedies, LEAP India, Aegis Logistics, Kfintech
Inline/Mixed-Sumitomo Chem, Dalmia Bharat (One-time loss, but strong commentary), Five Star Business, Aavas Financiers, Nazara Tech (PAT high due to tax credit), Sunteck Realty, WeWork
Weak- Aequs, REC, Astec Life, DCM Shriram, Shanthi Gears, Antelopus Selan (Weak QoQ)
Good-Paramount Communications, Paytm, Sona BLW, Tata Consumer, Brigade Hotel, Venus Remedies, LEAP India, Aegis Logistics, Kfintech
Inline/Mixed-Sumitomo Chem, Dalmia Bharat (One-time loss, but strong commentary), Five Star Business, Aavas Financiers, Nazara Tech (PAT high due to tax credit), Sunteck Realty, WeWork
Weak- Aequs, REC, Astec Life, DCM Shriram, Shanthi Gears, Antelopus Selan (Weak QoQ)
Earnings Watchlist
POSITIVE
Paytm-Solid growth and margins ahead of MDR benefits
Tata Consumer Management expects margin expansion in H2
Sona BLW-Earnings beat
Brigade Hotel-Strong operational quarter
Venus Remedies-Margin up 337 bps YoY
Aegis Logistics-Strong growth in gas terminal division
Kfintech-Margins beat on operational efficiencies
Leap India-PAT jumps on higher other income
Paramount Communications-Margins increase by 580bps YoY
NEGATIVE
Aequs-Consumer segment loss widens
REC-PAT down 21% YoY
Antelopus Selan-Sequentially weak numbers
POSITIVE
Paytm-Solid growth and margins ahead of MDR benefits
Tata Consumer Management expects margin expansion in H2
Sona BLW-Earnings beat
Brigade Hotel-Strong operational quarter
Venus Remedies-Margin up 337 bps YoY
Aegis Logistics-Strong growth in gas terminal division
Kfintech-Margins beat on operational efficiencies
Leap India-PAT jumps on higher other income
Paramount Communications-Margins increase by 580bps YoY
NEGATIVE
Aequs-Consumer segment loss widens
REC-PAT down 21% YoY
Antelopus Selan-Sequentially weak numbers