ECB INTEREST RATE DECISION (OCT) ACTUAL: 2.65% VS 2.65% PREVIOUS; EST 2.65%

TRADERS PARE ECB RATE HIKE BETS; PRICE 68BPS BY END OF 2027

ECB SAYS INCREASED ENERGY SHOCK IS LIKELY TO DRIVE UP INFLATION

ECB DEPOSIT FACILITY RATE (OCT) ACTUAL: 2.50% VS 2.50% PREVIOUS; EST 2.50%

TOYOTA, HONDA, NISSAN SLASH CHINA OUTPUT AS GASOLINE CAR MARKET SHRINKS

FRENCH INTERIOR MINISTER: WE WILL MOBILISE 70,000 SECURITY FORCES TO MAINTAIN ORDER DURING OCTOBER 31ST PROTESTS IN FRANCE

YEMENI ARMY HAS TARGETED THE ARAMCO OIL COMPANY IN WIDESPREAD WAVE OF MISSILE ATTACKS

CARE RATINGS Q2 FY27 RESULTS

• Net Profit: ₹72 Cr ↑27% (YoY) | ↑123% (QoQ)

• Revenue: ₹164 Cr ↑20% (YoY) | ↑47% (QoQ)

• EBITDA: ₹85 Cr ↑24% (YoY) | ↑144% (QoQ)

• EBITDA Margin: 51.6% vs 50.2% (YoY) | 31.0% (QoQ)

ALLDIGI TECH Q2 FY27 ; NET PROFIT UP 51% AT ₹27 CR (YOY), UP 47% (QOQ)

REVENUE UP 4% AT ₹153 CR (YOY), UP 2% (QOQ)

EBITDA UP 29% AT ₹46 CR (YOY), UP 12% (QOQ)

MARGINS AT 30.2% VS 24.4% (YOY), 27.5% (QOQ)

KRISHNA DEFENCE Q2 FY27 RESULTS

• Net Profit: ₹15 Cr ↑119% (YoY) | ↑29% (QoQ)

• Revenue: ₹75 Cr ↑56% (YoY) | ↑31% (QoQ)

• EBITDA: ₹20 Cr ↑119% (YoY) | ↑33% (QoQ)

• EBITDA Margin: 26.8% vs 19.0% (YoY) | 26.3% (QoQ)

NAMAN INDUSTRIES PROXIMA H1 FY27 RESULTS

• Net Profit: ₹1.98 Cr ↑504.53% (YoY) | vs ₹2.61 Cr loss (Previous Half)

• Revenue: ₹88.65 Cr ↑28.62% (YoY) | ↑20.46% (Previous Half)

• EBITDA: ₹4.56 Cr ↑81.11% (YoY) | vs ₹1.22 Cr loss (Previous Half)

• EBITDA Margin: 5.14% vs 3.65% (YoY) | -1.66% (Previous Half)

RPG LIFE SCIENCES Q2 FY27 RESULTS (CONSOLIDATED)

• Net Profit: ₹28.22 Cr ↓23.42% (YoY) | ↓7.72% (QoQ)

• Revenue: ₹211.64 Cr ↑16.49% (YoY) | ↑8.15% (QoQ)

• EBITDA: ₹40.42 Cr ↑3.56% (YoY) | ↓7.27% (QoQ)

• EBITDA Margin: 19.10% vs 21.48% (YoY) | 22.28% (QoQ)

STL NETWORKS Q2 FY27 RESULTS

• Net Loss: ₹16 Cr vs ₹22 Cr loss (QoQ) | ₹19 Cr loss (YoY)

• Revenue: ₹270 Cr ↑53% (QoQ) | ↑17% (YoY)

• EBITDA: ₹12 Cr ↑44% (QoQ) | ↑86% (YoY)

• EBITDA Margin: 4.4% vs 4.7% (QoQ) | 2.8% (YoY)

NETANYAHU'S BLOC LEADS IN FINAL VOTE COUNT

BREAKING: Binance hacked with over $5.6B stolen

$COIN Coinbase Q3 Earnings

Revenue $1.22B, est. $1.22B
Adjusted EBITDA $332.9M, est. $282.9M
Transaction revenue $590M, est. $575M
Subscription & Services revenue $570M, est. $564M
Trading volume $134.5B
Crypto trading volume market share 10.7%, doubled y/y
Q3 reflected soft crypto market conditions
Macro headwinds have begun to shift
Sees Q4 Subscription & Services revenue $550M to $630M
Sees Q4 adjusted expenses $1.007B to $1.157B
Sees Q4 transaction expenses in mid-teens % of revenue
Q4 transaction revenue approximately $165M quarter-to-date

$INTC Intel Q3 Earnings

Adjusted EPS $0.52, est. $0.41
Revenue $16.51B, est. $16.54B
Adjusted gross margin 44.1%, est. 42.1%
Adjusted operating margin 19.6%, est. 16.5%
Client Computing revenue $8.10B, est. $8.82B
Datacenter & AI revenue $7.32B, est. $6.67B
Intel Foundry revenue $6.70B, est. $6.12B
Adjusted free cash flow $1.64B, est. $2.98B (2 estimates)
Sees Q4 adjusted EPS $0.25, est. $0.43
Sees Q4 revenue $15B to $16B, est. $17.05B
Sees Q4 adjusted gross margin 38%, est. 42.8%
Expects PC market to decline into 2H 2027

$AMZN Amazon Q3 Earnings

EPS $1.89, est. $1.97
Net sales $201.9B, est. $202.26B
Operating income $28.08B, est. $26.06B
Operating margin 13.9%, est. 12.9%
AWS net sales $45.98B, est. $45.68B
AWS net sales ex-FX +39%, est. +38%
North America net sales $112.85B, est. $113B
Physical Stores net sales $5.71B, est. $5.77B
Sees Q4 net sales $240.0B to $247.0B, est. $244.52B
Sees Q4 operating income $28.5B to $33.5B, est. $32.99B

Earnings Watchlist

POSITIVE

InterGlobe Aviation-Lower than expected losses

Deepak Nitrate-Strong growth in phenolics segment

Restaurants Brands Asia, Steamhouse-Turnaround quarter

Borosil, Garware Technical-Strong beat on all estimates

Milky Mist-Growth led by Paneer, yogurt segment

Greenply Industries-Margins jump 287bps YoY

Blue Star-Earnings beats estimates

MTAR Tech-EBIDTA up 6x YoY

PN Gadgil- Same-Store Sales Growth (SSSG) of 25.5% YoY

NEGATIVE

Coal India-Inventory liquidation impacts EBIDTA

Fino Payments Bank-Core banking migration impacted numbers

Paradeep Phospates-Higher RM costs impacts PAT

Q2 Earnings

Good-Capital Small Finance Bank, InterGlobe Aviation , Alivus Life, ARCIL, Ram Ratna Wires, Deepak Nitrite, Vedanta Power, Restaurants Brands Asia, Borosil, Milky Mist, Steamhouse, Greenply, MTAR Tech, Garware Technical, PN Gadgil

Inline/Mixed-RPG Life, CARE Ratings, Indegene, Timken India, E-Pack Durables, Strides Pharma, Sanofi India (One-Time Loss), Acrhean Chemical, Shaily Engineering, Godrej Consumer Product, Brigade, ICRA, Indraprastha Medical, CAMS, Indostar Capital, KRN Heat, IEX, Firstsource, Vedanta Oil, Praj Industries, NOCIL, NIIT Learning, Trent, Thyrocare, Suzlon

Weak-Kalpataru, Fino Payments Bank, Paradeep Phospate, Coal India, MOSL, DCW

GOLDMAN SACHS ON CRAFTSMAN AUTOMATION

• Rating: Buy (Maintained)

• Target Price: Retained at ₹13,000