LARSEN & TOUBRO Q2 FY27: RESULTS VS ESTIMATES
β’ Net Profit: βΉ5,949.15 Cr vs Est. βΉ4,200 Cr β Beat by 41.65% π’
β’ Revenue: βΉ78,749.94 Cr vs Est. βΉ71,880 Cr β Beat by 9.56% π’
β’ EBITDA: βΉ8,833.51 Cr vs Est. βΉ6,991 Cr β Beat by 26.36% π’
β’ EBITDA Margin: 11.22% vs Est. 9.7% β Beat by 152 bps π’
β’ Net Profit: βΉ5,949.15 Cr vs Est. βΉ4,200 Cr β Beat by 41.65% π’
β’ Revenue: βΉ78,749.94 Cr vs Est. βΉ71,880 Cr β Beat by 9.56% π’
β’ EBITDA: βΉ8,833.51 Cr vs Est. βΉ6,991 Cr β Beat by 26.36% π’
β’ EBITDA Margin: 11.22% vs Est. 9.7% β Beat by 152 bps π’
π₯11
GRAVITA INDIA Q2 FY27
β’ Net Profit: βΉ102 Cr β6% YoY | β4% QoQ
β’ Revenue: βΉ1,427 Cr β38% YoY | β3% QoQ
β’ EBITDA: βΉ134 Cr β31% YoY | β22% QoQ
β’ EBITDA Margin: 9.4% vs 9.9% YoY | 7.4% QoQ
β’ Net Profit: βΉ102 Cr β6% YoY | β4% QoQ
β’ Revenue: βΉ1,427 Cr β38% YoY | β3% QoQ
β’ EBITDA: βΉ134 Cr β31% YoY | β22% QoQ
β’ EBITDA Margin: 9.4% vs 9.9% YoY | 7.4% QoQ
PTC INDIA FINANCIAL SERVICES Q2 FY27
β’ Net Profit: βΉ44 Cr β50% YoY | β9% QoQ
β’ NII: βΉ54 Cr β13% YoY | β11% QoQ
β’ Net Profit: βΉ44 Cr β50% YoY | β9% QoQ
β’ NII: βΉ54 Cr β13% YoY | β11% QoQ
IRAN'S NAVY : OFFENDING' OIL TANKER CAUGHT FIRE AFTER HITTING MINES EAST OF THE STRAIT OF HORMUZ
RBI PROPOSES LTCG TAX CUT/EXEMPTION FOR NRIs TO BOOST FII, FDI AND CURB DOLLAR OUTFLOWS
π₯4
JSW CEMENT: CO INVESTMENT FOR VIJAYANAGAR GGBS ADDITION 5.09 BLN RUPEES
JSW CEMENT Q2 FY27 (CONS.)
β’ Net Profit: βΉ77.63 Cr β3.01% YoY | β49.40% QoQ
β’ Revenue: βΉ1,912.15 Cr β33.12% YoY | β0.83% QoQ
β’ EBITDA: βΉ277.78 Cr β3.84% YoY | β6.96% QoQ
β’ EBITDA Margin: 14.53% vs 18.62% YoY | 15.74% QoQ
β’ Net Profit: βΉ77.63 Cr β3.01% YoY | β49.40% QoQ
β’ Revenue: βΉ1,912.15 Cr β33.12% YoY | β0.83% QoQ
β’ EBITDA: βΉ277.78 Cr β3.84% YoY | β6.96% QoQ
β’ EBITDA Margin: 14.53% vs 18.62% YoY | 15.74% QoQ
β€1
INDUS TOWERS Q2 FY27
β’ Net Profit: βΉ1,793 Cr β3% YoY | β3% QoQ
β’ Revenue: βΉ8,516 Cr β4% YoY | β1% QoQ
β’ Other Income: βΉ106 Cr vs βΉ83 Cr YoY | βΉ121 Cr QoQ
β’ EPS: βΉ6.80 vs βΉ6.97 YoY | βΉ6.62 QoQ
β’ Net Profit: βΉ1,793 Cr β3% YoY | β3% QoQ
β’ Revenue: βΉ8,516 Cr β4% YoY | β1% QoQ
β’ Other Income: βΉ106 Cr vs βΉ83 Cr YoY | βΉ121 Cr QoQ
β’ EPS: βΉ6.80 vs βΉ6.97 YoY | βΉ6.62 QoQ
US Durable Goods Orders (M/M) Sep P: 1.8% (est 1.9%; prev -0.1%; prev R 0.1%)
- Durables Ex-Transportation (M/M): 0.5% (est 0.6%; prev 0.2%)
- Cap Goods Orders Nondef Ex Air (M/M): 0.5% (est 0.7%; prev 1.6%)
- Cap Goods Ship Nondef Ex Air (M/M): 1.2% (est 0.8%; prev 0.5%)
- Durables Ex-Transportation (M/M): 0.5% (est 0.6%; prev 0.2%)
- Cap Goods Orders Nondef Ex Air (M/M): 0.5% (est 0.7%; prev 1.6%)
- Cap Goods Ship Nondef Ex Air (M/M): 1.2% (est 0.8%; prev 0.5%)
Havells India Ltd β CHANGE IN MANAGEMENT
Resignation of President & SBU Head:
- Sameer Anjaria has tendered resignation from the position of President & SBU Head
- Resignation is driven by personal reasons
- Requested relief from duties at close of business hours on October 27, 2026
Resignation of President & SBU Head:
- Sameer Anjaria has tendered resignation from the position of President & SBU Head
- Resignation is driven by personal reasons
- Requested relief from duties at close of business hours on October 27, 2026
MEDPLUS HEALTH Q2 FY27
β’ Net Profit: βΉ56 Cr β1% YoY | β69% QoQ
β’ Revenue: βΉ2,037 Cr β21% YoY | β8% QoQ
β’ EBITDA: βΉ170 Cr β14% YoY | β28% QoQ
β’ EBITDA Margin: 8.3% vs 8.9% YoY | 7.1% QoQ
β’ Net Profit: βΉ56 Cr β1% YoY | β69% QoQ
β’ Revenue: βΉ2,037 Cr β21% YoY | β8% QoQ
β’ EBITDA: βΉ170 Cr β14% YoY | β28% QoQ
β’ EBITDA Margin: 8.3% vs 8.9% YoY | 7.1% QoQ
FDC Q2 FY27
β’ Net Profit: βΉ49.06 Cr β72.93% YoY | β62.97% QoQ
β’ Revenue: βΉ572.14 Cr β20.95% YoY | β14.31% QoQ
β’ EBITDA: βΉ64.29 Cr β90.15% YoY | β55.04% QoQ
β’ EBITDA Margin: 11.24% vs 7.15% YoY | 21.42% QoQ
β’ Net Profit: βΉ49.06 Cr β72.93% YoY | β62.97% QoQ
β’ Revenue: βΉ572.14 Cr β20.95% YoY | β14.31% QoQ
β’ EBITDA: βΉ64.29 Cr β90.15% YoY | β55.04% QoQ
β’ EBITDA Margin: 11.24% vs 7.15% YoY | 21.42% QoQ
π2
Balkrishna Industries Ltd-$ β STRATEGIC OFFTAKE AGREEMENT WITH PIRELLI
Business update call regarding strategic partnership for premium car tires:
- Signed strategic offtake agreement with Pirelli for production of Pirelli-branded premium car tires in India
- Production to commence in Calendar Year 2027 from the new PCR plant at Bhuj
- Target to scale up supply to 8,00,000 Pirelli-branded tires per year by Calendar Year 2030
- Agreement includes a second phase envisaging a 50-50 joint venture for high-value passenger car tires
- Tires to be manufactured in the 17-inch and above size range
- Existing Bhuj plant capacity is 6,700 tires per day for Phase 1
Business update call regarding strategic partnership for premium car tires:
- Signed strategic offtake agreement with Pirelli for production of Pirelli-branded premium car tires in India
- Production to commence in Calendar Year 2027 from the new PCR plant at Bhuj
- Target to scale up supply to 8,00,000 Pirelli-branded tires per year by Calendar Year 2030
- Agreement includes a second phase envisaging a 50-50 joint venture for high-value passenger car tires
- Tires to be manufactured in the 17-inch and above size range
- Existing Bhuj plant capacity is 6,700 tires per day for Phase 1
GANDHAR OIL REFINERY Q2 FY27
β’ Net Profit: βΉ186 Cr β368% YoY | β10% QoQ
β’ Revenue: βΉ1,847 Cr β73% YoY | β7% QoQ
β’ EBITDA: βΉ266 Cr β305% YoY | β5% QoQ
β’ EBITDA Margin: 14.4% vs 6.2% YoY | 16.2% QoQ
β’ Net Profit: βΉ186 Cr β368% YoY | β10% QoQ
β’ Revenue: βΉ1,847 Cr β73% YoY | β7% QoQ
β’ EBITDA: βΉ266 Cr β305% YoY | β5% QoQ
β’ EBITDA Margin: 14.4% vs 6.2% YoY | 16.2% QoQ
β€2
MFSL: Q2 CONS NET PROFIT 799M RUPEES VS 41M (YOY)
MFSL: Q2 REVENUE 116B RUPEES VS 97.9B (YOY)
MFSL: Q2 REVENUE 116B RUPEES VS 97.9B (YOY)
SBI LIFE INSURANCE Q2 FY27 (STANDALONE)
NET PROFIT UP 10.91% AT βΉ549 CR (YOY), DOWN 24.28% (QOQ)
REVENUE UP 6.45% AT βΉ24,264 CR (YOY), DOWN 47.31% (QOQ)
OTHER INCOME AT βΉ28 CR VS βΉ16 CR (YOY), βΉ36 CR (QOQ)
NET PROFIT UP 10.91% AT βΉ549 CR (YOY), DOWN 24.28% (QOQ)
REVENUE UP 6.45% AT βΉ24,264 CR (YOY), DOWN 47.31% (QOQ)
OTHER INCOME AT βΉ28 CR VS βΉ16 CR (YOY), βΉ36 CR (QOQ)
MAX FINANCIAL SERVICES Q2 FY27
NET PROFIT UP 1,609% AT βΉ100 CR (YOY) β, DOWN 15% (QOQ) β
REVENUE UP 18% AT βΉ11,601 CR (YOY) β, DOWN 23% (QOQ) β
EBITDA UP 545% AT βΉ135 CR (YOY) β, DOWN 19% (QOQ) β
MARGINS AT 1.2% VS 0.2% (YOY) β, 1.1% (QOQ) β
OTHER INCOME AT βΉ4 CR VS βΉ7 CR (YOY) β, βΉ7 CR (QOQ) β
NET PROFIT UP 1,609% AT βΉ100 CR (YOY) β, DOWN 15% (QOQ) β
REVENUE UP 18% AT βΉ11,601 CR (YOY) β, DOWN 23% (QOQ) β
EBITDA UP 545% AT βΉ135 CR (YOY) β, DOWN 19% (QOQ) β
MARGINS AT 1.2% VS 0.2% (YOY) β, 1.1% (QOQ) β
OTHER INCOME AT βΉ4 CR VS βΉ7 CR (YOY) β, βΉ7 CR (QOQ) β
WAAREE ENERGIES Q2 FY27
β’ Net Profit: βΉ754 Cr β14% YoY | β15% QoQ
β’ Revenue: βΉ7,518 Cr β24% YoY | β5% QoQ
β’ EBITDA: βΉ1,335 Cr β5% YoY | β7% QoQ
β’ EBITDA Margin: 17.8% vs 23.2% YoY | 18.2% QoQ
β’ Net Profit: βΉ754 Cr β14% YoY | β15% QoQ
β’ Revenue: βΉ7,518 Cr β24% YoY | β5% QoQ
β’ EBITDA: βΉ1,335 Cr β5% YoY | β7% QoQ
β’ EBITDA Margin: 17.8% vs 23.2% YoY | 18.2% QoQ
KNACK PACKAGING Q2 FY27 (CONS.)
β’ Net Profit: βΉ2.50 Cr β21.24% YoY | β18.04% QoQ
β’ Revenue: βΉ29.48 Cr β52.52% YoY | β12.31% QoQ
β’ EBITDA: βΉ4.01 Cr β25.14% YoY | β29.55% QoQ
β’ EBITDA Margin: 13.59% vs 16.56% YoY | 21.66% QoQ
β’ Net Profit: βΉ2.50 Cr β21.24% YoY | β18.04% QoQ
β’ Revenue: βΉ29.48 Cr β52.52% YoY | β12.31% QoQ
β’ EBITDA: βΉ4.01 Cr β25.14% YoY | β29.55% QoQ
β’ EBITDA Margin: 13.59% vs 16.56% YoY | 21.66% QoQ