HUL – Q2 HIGHLIGHTS

• FY27 performance expected to be better than FY26, supported by portfolio and channel transformation.

• Underlying consumer demand remains resilient, backed by healthy macroeconomic indicators.

• FY27 consolidated EBITDA margin guidance retained at 22–24%.

• Raw material inflationary pressures expected to persist in the near term.

• Focus remains on competitive, volume-led profitable growth under the WINI strategy.

HUL Q2 FY27 – SEGMENT-WISE PERFORMANCE 📊

HOME CARE
• Revenue: ₹6,882 Cr | +21.44% YoY | +5.09% QoQ

• Segment Profit: ₹1,070 Cr | +1.90% YoY | -1.74% QoQ

BEAUTY & WELLBEING
• Revenue: ₹3,935 Cr | +16.19% YoY | +5.85% QoQ

• Segment Profit: ₹1,242 Cr | +20.47% YoY | +11.63% QoQ

PERSONAL CARE
• Revenue: ₹2,618 Cr | +7.91% YoY | -0.23% QoQ

• Segment Profit: ₹443 Cr | -9.03% YoY | -9.03% QoQ

FOODS
• Revenue: ₹3,849 Cr | +8.61% YoY | +1.18% QoQ

• Segment Profit: ₹834 Cr | +15.67% YoY | +20.52% QoQ

OTHERS (INCLUDING EXPORTS)
• Revenue: ₹259 Cr | +10.90% YoY | -4.43% QoQ

• Segment Profit: ₹46 Cr | -12.77% YoY | +2.22% QoQ

JIO PLATFORMS BECOMES INDIA'S 2ND LARGEST LISTED CO AT SETTLED PRICE

🚨 HUL Q2 FY27 – ACTUAL VS ESTIMATES (CONS.)

🟢 Net Profit: ₹2,790 Cr vs ₹2,784 Cr est. (+0.22%)

🟢 Revenue: ₹18,226 Cr vs ₹17,582 Cr est. (+3.66%)

🟢 EBITDA: ₹4,089 Cr vs ₹4,018 Cr est. (+1.77%)

🔴 EBITDA Margin: 22.4% vs 23.1% est. (Miss by 70 bps)

SEBI CHIEF NEED MORE IMPROVEMENT IN FII ON BOARDING PROCESS

WE ARE COONTINOUSLY MEETING FII FOR FEEDBACK AND TROUBLE SPOTS

POLYCAB : NCLAT DIRECTS MSCI NOT TO DELIST SCRIP TILL ORDER

INDIAMART CUTS FY27 REVENUE GROWTH GUIDANCE TO 10 % FROM 10-12 % EARLIER

INFO EDGE (INDIA) Q2 FY27

• Net Profit: ₹650 Cr vs ₹347 Cr YoY (↑87%) | vs ₹490 Cr QoQ (↑33%)

• Revenue: ₹904 Cr vs ₹805 Cr YoY (↑12%) | vs ₹881 Cr QoQ (↑3%)

• Other Income: ₹428 Cr vs ₹162 Cr YoY | vs ₹192 Cr QoQ

• EPS: ₹7.40 vs ₹4.50 YoY (↑64%) | vs ₹4.88 QoQ (↑52%)

STYLAM INDUSTRIES Q2 FY27

• Net Profit: ₹42 Cr vs ₹37 Cr YoY (↑13%) | vs ₹48 Cr QoQ (↓12%)

• Revenue: ₹341 Cr vs ₹292 Cr YoY (↑16%) | vs ₹326 Cr QoQ (↑4%)

• EBITDA (Operating Profit): ₹57 Cr vs ₹57 Cr YoY (↑1%) | vs ₹69 Cr QoQ (↓17%)

• EBITDA Margin: 16.8% vs 19.4% YoY | 21.1% QoQ

• Other Income: ₹4 Cr vs ₹1 Cr YoY | vs ₹1 Cr QoQ

• EPS: ₹24.93 vs ₹22.17 YoY (↑12%) | vs ₹28.37 QoQ (↓12%)

STYRENIX PERFORMANCE MATERIALS Q2 FY27

• Net Profit: ₹23 Cr vs ₹45 Cr YoY (↓48%) | vs ₹138 Cr QoQ (↓83%)

• Revenue: ₹994 Cr vs ₹799 Cr YoY (↑24%) | vs ₹1,011 Cr QoQ (↓2%)

• EBIDTA: ₹72 Cr vs ₹85 Cr YoY (↓16%) | vs ₹220 Cr QoQ (↓67%)

• Margin: 7.2% vs 10.7% YoY | 21.8% QoQ

• Other Income: ₹4 Cr vs ₹3 Cr YoY | vs ₹3 Cr QoQ

• EPS: ₹13.18 vs ₹25.43 YoY | vs ₹78.64 QoQ

INFO EDGE (INDIA) Q2 FY27 (STANDALONE) ; NET PROFIT DOWN 92.93% AT ₹333.90 CR (YOY), UP 36.01% (QOQ)

REVENUE UP 12.78% AT ₹841.66 CR (YOY), UP 2.09% (QOQ)

EBITDA UP 27.57% AT ₹377.24 CR (YOY), UP 3.94% (QOQ)

MARGINS AT 44.82% VS 39.62% (YOY), 44.02% (QOQ)

INFO EDGE Q2: 99ACRES BILLINGS UP 21%; AI REVENUE RUN RATE REACHES ₹240 CR

• Standalone Billings: Excluding Shiksha, billings grew 14.4% YoY in Q2 and 15.7% in H1 FY27

• Recruitment Business: Billings up 12.6% YoY in Q2 and 14.9% in H1, driven by strong B2B recruitment demand

• Naukri & Job Hai: Continued business expansion while maintaining strong operating margins

• 99acres: Billings surged 21.2% YoY in Q2 and 19.2% in H1, supported by strong traffic and property listings

• 99acres Profitability: Business approached operating breakeven during Q2 FY27

• Matchmaking Business: Combined Jeevansathi and Aisle billings grew 23.1% YoY in Q2 and 21.7% in H1

• Matchmaking Profitability: Jeevansathi achieved operating profitability, while Aisle continued reducing losses

• AI Business: AI-led offerings now contribute a high-single-digit share of Recruitment topline

• AI Revenue Run Rate: Annualised AI billings reached approximately ₹240 Cr based on Q2 performance

• AI Products: Growth supported by AI-Rex, Talent Pulse, AI mock interviews, Neo and AI resume maker

• Shiksha Business: Transitioning towards domestic counselling and AI-led operations while continuing investments in Study Abroad

INFO EDGE Q2 FY27 : SEGMENT-WISE PERFORMANCE

RECRUITMENT SOLUTIONS ; REVENUE UP 13.38% AT ₹6,323.38 CR (YOY), UP 2.36% (QOQ)

SEGMENT PROFIT UP 20.74% AT ₹3,736.67 CR (YOY), UP 5.01% (QOQ)

99ACRES (REAL ESTATE) ; REVENUE UP 16.70% AT ₹1,343.12 CR (YOY), UP 3.48% (QOQ)

SEGMENT LOSS AT ₹16.42 CR VS LOSS ₹233.90 CR (YOY), LOSS ₹21.31 CR (QOQ)

OTHERS ; REVENUE DOWN 7.29% AT ₹750.12 CR (YOY), DOWN 9.53% (QOQ)

SEGMENT PROFIT AT ₹9.62 CR VS LOSS ₹23.82 CR (YOY), DOWN 77.31% (QOQ)

CITY UNION BANK Q2 FY27 (STANDALONE)

• Net Profit (PAT): ₹416 Cr vs ₹329 Cr YoY (↑27%) | vs ₹383 Cr QoQ (↑9%)

• Net Interest Income (NII): ₹873 Cr vs ₹667 Cr YoY (↑31%) | vs ₹820 Cr QoQ (↑6%)

• Pre-Provision Operating Profit (PPOP): ₹661 Cr vs ₹471 Cr YoY (↑40%) | vs ₹581 Cr QoQ (↑14%)

• Provisions: ₹120 Cr vs ₹57 Cr YoY (↑111%) | vs ₹78 Cr QoQ (↑54%)

• GNPA: 1.4% vs 2.4% YoY | 1.7% QoQ

• Advances: ₹71,743 Cr vs ₹56,681 Cr YoY (↑27%)

• Deposits: ₹83,893 Cr vs ₹69,486 Cr YoY (↑21%)

• EPS: ₹4.20 vs ₹4.41 YoY | ₹3.85 QoQ

HUL: CO. SAYS LOOK AT VARIOUS OPTIONS OF UTILISING OUR CASH TO GIVE BEST FORM OF RETURNS TO SHAREHOLDERS

HUL : CO SAYS OPEN TO CONSIDERING BUYBACK

ARVIND: Q2 CONS NET PROFIT 1.48B RUPEES VS 1.03B (YOY); EST 1.2B

ARVIND: Q2 EBITDA 3.1B RUPEES VS 2.47B (YOY); Q2 EBITDA MARGIN 10.62% VS 10.42% (YOY)

ARVIND: Q2 REVENUE 29.2B RUPEES VS 23.7B (YOY)

ARVIND: GUIDANCE FOR Q3 FY27 - TEXTILE SEGMENT IS EXPECTED TO ACHIEVE EARLY DOUBLE-DIGIT REVENUE GROWTH, WHILE MARGIN MAY REMAIN AT CURRENT LEVELS DUE TO ELEVATED COST SCENARIO

BRENT CRUDE FUTURES , U.S. CRUDE FUTURES UP MORE THAN $2 ON REIGNITED SUPPLY RISKS

SOUTHBANK : OPENS NEW BRANCH AT SMART CITY, KOCHI

Low-impact administrative filing; branch at Lulu IT Infrabuild premises, Kakkanad, Ernakulam, opened 28-10-2026.

SUPER SALES INDIA Q2 FY27 (STANDALONE)

• Net Profit: ₹14 Cr (↑239% YoY | ↑53% QoQ)

• Revenue: ₹130 Cr (↑24% YoY | ↑16% QoQ)

• EBITDA: ₹24 Cr (↑120% YoY | ↑43% QoQ)

• EBITDA Margin: 18.6% vs 10.5% YoY | 15.1% QoQ