CHOLAMANDALAM INVESTMENT & FINANCE Q2 FY27
β’ Net Profit (PAT): βΉ1,630 Cr (β41% YoY | β2% QoQ)
β’ NII: βΉ4,179 Cr (β23% YoY | β3% QoQ)
β’ PPOP: βΉ2,187 Cr (β40% YoY | β2% QoQ)
β’ Provisions: βΉ874 Cr (β3% YoY | β5% QoQ)
β’ AUM: βΉ2,68,009 Cr (β25% YoY)
β’ Net Profit (PAT): βΉ1,630 Cr (β41% YoY | β2% QoQ)
β’ NII: βΉ4,179 Cr (β23% YoY | β3% QoQ)
β’ PPOP: βΉ2,187 Cr (β40% YoY | β2% QoQ)
β’ Provisions: βΉ874 Cr (β3% YoY | β5% QoQ)
β’ AUM: βΉ2,68,009 Cr (β25% YoY)
NRB INDUSTRIAL BEARINGS Q2 FY27 RESULTS (CONSOLIDATED) π
β’ Net Loss: βΉ6.50 Cr vs loss of βΉ6.74 Cr YoY and βΉ6.59 Cr QoQ.
β’ Revenue: βΉ21.41 Cr, up 19.84% YoY and 13.25% QoQ.
β’ EBITDA Loss: βΉ1.65 Cr vs loss of βΉ2.63 Cr YoY and βΉ1.61 Cr QoQ.
β’ EBITDA Margin: -7.69% vs -14.70% YoY and -8.54% QoQ.
β’ Net Loss: βΉ6.50 Cr vs loss of βΉ6.74 Cr YoY and βΉ6.59 Cr QoQ.
β’ Revenue: βΉ21.41 Cr, up 19.84% YoY and 13.25% QoQ.
β’ EBITDA Loss: βΉ1.65 Cr vs loss of βΉ2.63 Cr YoY and βΉ1.61 Cr QoQ.
β’ EBITDA Margin: -7.69% vs -14.70% YoY and -8.54% QoQ.
CRAFTSMAN AUTOMATION Q2 FY27 (CONSOLIDATED)
β’ Net Profit: βΉ153.18 Cr (β68.59% YoY | β1.75% QoQ)
β’ Revenue: βΉ2,945.20 Cr (β47.14% YoY | β21.12% QoQ)
β’ EBITDA: βΉ391.84 Cr (β29.79% YoY | β2.08% QoQ)
β’ EBITDA Margin: 13.30% vs 15.08% YoY | 15.79% QoQ
β’ Net Profit: βΉ153.18 Cr (β68.59% YoY | β1.75% QoQ)
β’ Revenue: βΉ2,945.20 Cr (β47.14% YoY | β21.12% QoQ)
β’ EBITDA: βΉ391.84 Cr (β29.79% YoY | β2.08% QoQ)
β’ EBITDA Margin: 13.30% vs 15.08% YoY | 15.79% QoQ
REFEX INDUSTRIES Q2 FY27 (CONSOLIDATED)
β’ Net Profit: βΉ50.69 Cr (β40.07% YoY | β21.47% QoQ)
β’ Revenue: βΉ761.32 Cr (β83.59% YoY | β16.91% QoQ)
β’ EBITDA: βΉ101.95 Cr (β43.53% YoY | β4.68% QoQ)
β’ EBITDA Margin: 13.39% vs 17.13% YoY | 11.67% QoQ
β’ Net Profit: βΉ50.69 Cr (β40.07% YoY | β21.47% QoQ)
β’ Revenue: βΉ761.32 Cr (β83.59% YoY | β16.91% QoQ)
β’ EBITDA: βΉ101.95 Cr (β43.53% YoY | β4.68% QoQ)
β’ EBITDA Margin: 13.39% vs 17.13% YoY | 11.67% QoQ
KPIT TECHNOLOGIES Q2 FY27: MANAGEMENT UPDATE π’
β’ Forex Loss: βΉ171 million in Q2 vs βΉ163 million in Q1; expected to decline from Q3.
β’ Qorix Loss: βΉ156 million vs βΉ140 million in Q1, due to revenue delays. Loss expected to reduce from Q3.
β’ CC Growth: Q2 FY27 YoY constant-currency growth stood at 0.2%.
β’ Management Commentary: Q2 performance was in line with expectations and reflects the early impact of the companyβs renewed strategy.
β’ Forex Loss: βΉ171 million in Q2 vs βΉ163 million in Q1; expected to decline from Q3.
β’ Qorix Loss: βΉ156 million vs βΉ140 million in Q1, due to revenue delays. Loss expected to reduce from Q3.
β’ CC Growth: Q2 FY27 YoY constant-currency growth stood at 0.2%.
β’ Management Commentary: Q2 performance was in line with expectations and reflects the early impact of the companyβs renewed strategy.
CARTRADE TECH: OLX GROWTH ACCELERATION SEEN TO 30β35%+; Q3 FY27 EXPECTED TO BE BEST-EVER
CARTRADE TECH: CO SAYS Q3 FY27 SET TO BE BEST-EVER QUARTER FOR NEW-AUTO BUSINESS; RECORD REVENUE EXPECTED
QATARI MEDIATORS PRESENTED IRAN WITH NEW DRAFT DEAL IN TEHRAN ON SUNDAY, IRAN CONSIDERING THE PROPOSAL AND RESPONSE EXPECTED BY THE END OF THE WEEK - OFFICIAL BRIEFED ON THE NEGOTIATIONS TO REUTERS
DRAFT SETS A SEVEN-DAY TIMELINE ADDRESSING BOTH SIDES' CONCERNS, EACH SIDE MUST MAKE DAILY CONFIDENCE-BUILDING STEPS, TIMELINE COULD BEGIN EARLY NEXT WEEK :RTRS
π1
ADANIENT: Q2 CONS NET PROFIT 14.9B RUPEES VS 32B (YOY); Q2 PBT 20B RUPEES VS 8B (YOY); CO HAD AN EXCEPTIONAL ITEM OF 36B (YOY)
ADANIENT: Q2 EBITDA 55.1B RUPEES VS 33B (YOY); Q2 EBITDA MARGIN 14.8% VS 15.6% (YOY)
ADANIENT: Q2 PBT 20B RUPEES VS 8B (YOY); CO HAD AN EXCEPTIONAL ITEM OF 36B (YOY)
ADANIENT: Q2 REVENUE 372B RUPEES VS 212B (YOY)
ADANIENT: Q2 EBITDA 55.1B RUPEES VS 33B (YOY); Q2 EBITDA MARGIN 14.8% VS 15.6% (YOY)
ADANIENT: Q2 PBT 20B RUPEES VS 8B (YOY); CO HAD AN EXCEPTIONAL ITEM OF 36B (YOY)
ADANIENT: Q2 REVENUE 372B RUPEES VS 212B (YOY)
β€2
ADANI ENTERPRISES Q2 FY27 (CONS.) ; NET PROFIT DOWN 64.24% AT βΉ1,220.99 CR (YOY), VS LOSS OF βΉ1,461.54 CR (QOQ)
REVENUE UP 75.14% AT βΉ37,215.62 CR (YOY), UP 13.03% (QOQ)
EBITDA UP 66.59% AT βΉ5,508.55 CR (YOY), UP 9.75% (QOQ)
MARGINS AT 14.80% VS 15.56% (YOY), 15.25% (QOQ)
REVENUE UP 75.14% AT βΉ37,215.62 CR (YOY), UP 13.03% (QOQ)
EBITDA UP 66.59% AT βΉ5,508.55 CR (YOY), UP 9.75% (QOQ)
MARGINS AT 14.80% VS 15.56% (YOY), 15.25% (QOQ)
CHOLA FINANCE Q2 ; GROSS NPA 3.25% VS 3.29% (QOQ)
NET NPA 1.80% VS 1.81% (QOQ)
DISBURSEMENTS UP 47 % TO 35,872 CR YOY
NET NPA 1.80% VS 1.81% (QOQ)
DISBURSEMENTS UP 47 % TO 35,872 CR YOY
ORGANIC RECYCLING SYSTEMS H1 FY27 (CONS.)
β’ Net Profit: βΉ15.80 Cr β30.57% YoY
β’ Revenue: βΉ77.00 Cr β151.82% YoY
β’ EBITDA: βΉ19.26 Cr β30.97% YoY
β’ EBITDA Margin: 25.01% vs 48.09% YoY
β’ Net Profit: βΉ15.80 Cr β30.57% YoY
β’ Revenue: βΉ77.00 Cr β151.82% YoY
β’ EBITDA: βΉ19.26 Cr β30.97% YoY
β’ EBITDA Margin: 25.01% vs 48.09% YoY
GATEWAY DISTRIPARKS Q2 FY27 (CONS.)
β’ Net Profit: βΉ58.53 Cr β11.73% YoY | β14.16% QoQ
β’ Revenue: βΉ580.13 Cr β2.26% YoY | β5.61% QoQ
β’ EBITDA: βΉ126.07 Cr β4.77% YoY | β7.69% QoQ
β’ EBITDA Margin: 21.73% vs 21.21% YoY | 21.31% QoQ
β’ Net Profit: βΉ58.53 Cr β11.73% YoY | β14.16% QoQ
β’ Revenue: βΉ580.13 Cr β2.26% YoY | β5.61% QoQ
β’ EBITDA: βΉ126.07 Cr β4.77% YoY | β7.69% QoQ
β’ EBITDA Margin: 21.73% vs 21.21% YoY | 21.31% QoQ
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KAVERI SEED COMPANY Q2 FY27
β’ Net Profit: Loss of βΉ9 Cr vs loss of βΉ16 Cr YoY | vs profit of βΉ280 Cr QoQ
β’ Revenue: βΉ244 Cr β12% YoY | β67% QoQ
β’ EBITDA: βΉ1 Cr vs loss of βΉ6 Cr YoY | β100% QoQ
β’ EBITDA Margin: 0.3% vs -2.9% YoY | 39.6% QoQ
β’ Net Profit: Loss of βΉ9 Cr vs loss of βΉ16 Cr YoY | vs profit of βΉ280 Cr QoQ
β’ Revenue: βΉ244 Cr β12% YoY | β67% QoQ
β’ EBITDA: βΉ1 Cr vs loss of βΉ6 Cr YoY | β100% QoQ
β’ EBITDA Margin: 0.3% vs -2.9% YoY | 39.6% QoQ
CONTROL PRINT Q2 FY27 (CONS.)
β’ Net Profit: βΉ13.13 Cr β29.37% YoY | β234.91% QoQ
β’ Revenue: βΉ144.22 Cr β28.82% YoY | β24.80% QoQ
β’ EBITDA: βΉ28.69 Cr β10.69% YoY | β87.52% QoQ
β’ EBITDA Margin: 19.89% vs 23.15% YoY | 13.24% QoQ
β’ Net Profit: βΉ13.13 Cr β29.37% YoY | β234.91% QoQ
β’ Revenue: βΉ144.22 Cr β28.82% YoY | β24.80% QoQ
β’ EBITDA: βΉ28.69 Cr β10.69% YoY | β87.52% QoQ
β’ EBITDA Margin: 19.89% vs 23.15% YoY | 13.24% QoQ
PNGS GARGI FASHION JEWELLERY Q2 FY27
β’ Net Profit: βΉ10.72 Cr β4.33% YoY | β112.29% QoQ
β’ Revenue: βΉ54.00 Cr β16.25% YoY | β78.71% QoQ
β’ EBITDA: βΉ14.07 Cr β8.13% YoY | β135.65% QoQ
β’ EBITDA Margin: 26.06% vs 28.01% YoY | 19.76% QoQ
β’ Net Profit: βΉ10.72 Cr β4.33% YoY | β112.29% QoQ
β’ Revenue: βΉ54.00 Cr β16.25% YoY | β78.71% QoQ
β’ EBITDA: βΉ14.07 Cr β8.13% YoY | β135.65% QoQ
β’ EBITDA Margin: 26.06% vs 28.01% YoY | 19.76% QoQ