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

GOLDMAN SACHS ON GODREJ CONSUMER

• Rating: Buy (Maintained)

• Target Price: Hiked to ₹1,030

KOTAK ON ICRA

• Rating: Buy (Maintained)

• Target Price: ₹6,400

KOTAK ON eCLERX

• Rating: Sell (Maintained)

• Target Price: ₹1,450

UBS ON SUZLON ENERGY

• Rating: Buy (Maintained)

• Target Price: Cut to ₹58

JEFFERIES ON RAYMOND LIFESTYLE

• Rating: Buy (Maintained)

• Target Price: Cut to ₹800

JEFFERIES ON INDIGO

• Rating: Buy (Maintained)

• Target Price: Cut to ₹5,650

JEFFERIES ON TRENT

• Rating: Hold (Maintained)

• Target Price: ₹3,300

NOMURA ON eCLERX

• Rating: Neutral (Maintained)

• Target Price: Cut to ₹1,710

🔴 JEFFERIES ON HEXAWARE TECHNOLOGIES

• Rating: Underperform (Maintained)

• Target Price: Cut to ₹470

BANK OF JAPAN KEEPS RATES UNCHANGED AT 1.25 %

BOJ says will keep raising interest rates amid economic, price and financial condition changes 🔴

BOJ on risks: If AI earnings don’t grow with investment, adjustment pressure could occur alongside asset price shifts

GIFT Nifty Lower, Indicates A Start In The Red For The Indian Market

US Futures Fall As Tech Results Continue To Disappoint Wall Street

US Mkt Ends In Red, S&P 500 Snaps 3-day Winning Streak, Nasdaq Down >1%

Amazon AWS Posts 39% Revenue Growth As Cloud Rivals Also Accelerate

Microsoft Plans To Raise $25 Billion In Debt As It Pursues Al Buildout

Bitcoin Tumbles <$78,000, Extending Losses As Binance Security Scare Rattles Crypto Mkts

European Central Bank Keeps Key Interest Rate On Hold At 2.5%

US 10-year Yield Hovers Below 5% After Strong GDP Report, Rising Inflation Data

UKRAINE HAS PAUSED STRIKES ON RUSSIAN REFINERIES AFTER U.S. PRESSURE, WITH THE PAUSE ON RUSSIAN ENERGY STRIKES EXPECTED TO LAST UNTIL AFTER THE U.S. MIDTERM ELECTIONS, POTENTIALLY FURTHER INTO NOVEMBER

NVIDIA IS IN TALKS TO PROVIDE BILLIONS IN CREDIT SUPPORT FOR A CLOUD PROVIDER’S $45 BLN ANTHROPIC DEAL, SPECIFICALLY TO PROVIDE NSCALE WITH BILLIONS IN CREDIT GUARANTEES FOR DEBT TO DEVELOP A 460-MEGAWATT DATA CENTER

MENON BEARINGS:

TARGETS EXPORTS TO RISE TO 37% OF REVENUE BY FY27 FROM 34% CURRENTLY.

NETWORK18 MEDIA Q2 FY27 RESULTS

• Net Profit: ₹53 Cr ↑28% (YoY) | ↑238% (QoQ)

• Revenue: ₹545 Cr ↑9% (YoY) | ↑6% (QoQ)

• Other Income: ₹15 Cr vs ₹3 Cr (YoY) | ₹4 Cr (QoQ)

• EPS: ₹0.34 ↑26% (YoY) | ↑236% (QoQ)

SMARTWORKS COWORK Q2 FY27 RESULTS

• Net Profit: ₹26 Cr vs ₹3 Cr loss (YoY) | ↑95% (QoQ)

• Revenue: ₹591 Cr ↑39% (YoY) | ↑8% (QoQ)

• Operating Profit: ₹378 Cr ↑40% (YoY) | ↑9% (QoQ)

• Operating Margin: 63.8% vs 63.6% (YoY) | 63.3% (QoQ)

• EPS: ₹2.24 vs -₹0.27 (YoY) | ↑95% (QoQ)

• Other Income: ₹14 Cr vs ₹16 Cr (YoY) | ₹13 Cr (QoQ)