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)

Welspun Corp says

- Stick to FY27 EBITDA guidance of ₹2850cr, since there could be logistical challenges

- Favorable product mix drove EBITDA/tn higher in USA

- US & Middle East expansion plans on track

- India business remains sluggish

EQUITAS SMALL FINANCE BANK:

P. N. VASUDEVAN SAYS HIS DECISION TO STEP DOWN AS MD & CEO FOLLOWS AN ISSUE THAT HAS PERSISTED FOR 2–3 YEARS, NOT AN OVERNIGHT DECISION;

SAYS THERE IS NO CONFLICT OF INTEREST, CALLING IT MERELY A PERCEPTION

OSWAL PUMPS – SECURES ADDITIONAL ₹235.92 CRORE ORDER FOR 10,000 SOLAR PUMPS

VARUN BEVERAGES Q2 FY27 RESULTS

• Net Profit: ₹831 Cr ↑14% (YoY) | ↓45% (QoQ)

• Revenue: ₹6,816 Cr ↑33% (YoY) | ↓22% (QoQ)

• EBIDTA: ₹1,427 Cr ↑25% (YoY) | ↓39% (QoQ)

• Margin: 20.9% vs 22.3% (YoY) | 26.7% (QoQ)

• EPS: ₹2.45 ↑14% (YoY) | ↓45% (QoQ)

• Other Income: ₹120 Cr vs ₹148 Cr (YoY) | ₹105 Cr (QoQ)

VARUN BEVERAGES Q3 FY26 – RESULTS VS ESTIMATES

• Net Profit: ₹828 Cr vs ₹791 Cr estimate (+4.68%) – Beat

• Revenue: ₹6,816 Cr vs ₹6,078 Cr estimate (+12.14%) – Beat

• EBITDA: ₹1,507 Cr vs ₹1,386 Cr estimate (+8.73%) – Beat

• EBITDA Margin: 22.1% vs 22.8% estimate (-70 bps) – Miss

AETHER INDUSTRIES Q2 FY27 RESULTS

• Net Profit: ₹68 Cr ↑26% (YoY) | ↑8% (QoQ)

• Revenue: ₹347 Cr ↑24% (YoY) | ↑6% (QoQ)

• Operating Profit: ₹110 Cr ↑25% (YoY) | ↑7% (QoQ)

• Margin: 31.8% vs 31.4% (YoY) | 31.5% (QoQ)

• EPS: ₹5.12 ↑26% (YoY) | ↑7% (QoQ)

• Other Income: ₹8 Cr vs ₹9 Cr (YoY) | ₹8 Cr (QoQ)

DIGIDRIVE DISTRIBUTORS Q2 FY27 RESULTS (CONSOLIDATED)

• Net Profit: ₹6.50 Cr ↑271.43% (YoY) | ↑2307.41% (QoQ)

• Revenue: ₹13.76 Cr ↓9.17% (YoY) | ↑34.38% (QoQ)

• EBITDA Loss: ₹0.81 Cr vs ₹1.05 Cr profit (YoY) | ₹0.34 Cr profit (QoQ)

• EBITDA Margin: -5.89% vs 6.93% (YoY) | 3.32% (QoQ)

BLUE STAR:

CO SAYS EXPECT SHARP RECOVERY IN H2

UCP EBIT MARGIN MAINTAINED EXPECT SHARP RECOVERY

OCTOBER DEMAND REMAINS ROBUST

GMDC Q2 FY27 RESULTS (CONSOLIDATED)

• Net Profit: ₹170.79 Cr ↓63.33% (YoY) | ↑4.50% (QoQ)

• Revenue: ₹902.97 Cr ↑71.15% (YoY) | ↓0.40% (QoQ)

• EBITDA: ₹190.22 Cr ↑173.89% (YoY) | ↓0.43% (QoQ)

• EBITDA Margin: 21.07% vs 13.16% (YoY) | 21.07% (QoQ)

MANAKSIA COATED:

CO TO SET UP A 7 MW CAPTIVE SOLAR PLANT BY Q2FY27, ALSO TO SET UP A 3,60,000 MTPA COLD ROLLING MILL (CRM) COMPLEX BY FY28

NATIONAL FITTING Q2 FY27 RESULTS (STANDALONE)

• Net Profit: ₹3 Cr ↑58% (YoY) | ↓26% (QoQ)

• Revenue: ₹32 Cr ↑36% (YoY) | ↑18% (QoQ)

• EBITDA: ₹3 Cr ↑38% (YoY) | ↓37% (QoQ)

• EBITDA Margin: 10.5% vs 10.3% (YoY) | 19.7% (QoQ)

SAMBHAAV MEDIA Q2 FY27 RESULTS (CONSOLIDATED)

• Net Loss: ₹0.25 Cr vs ₹0.42 Cr loss (YoY) | ₹2.11 Cr loss (QoQ)

• Revenue: ₹10.98 Cr ↑8.91% (YoY) | ↑14.17% (QoQ)

• EBITDA: ₹1.41 Cr ↓19.23% (YoY) | vs ₹0.15 Cr loss (QoQ)

• EBITDA Margin: 12.82% vs 17.28% (YoY) | -1.55% (QoQ)

WELCAST STEELS Q2 FY27 RESULTS (STANDALONE)

• Net Loss: ₹0.51 Cr vs ₹3.23 Cr loss (YoY) | ₹0.72 Cr loss (QoQ)

• Revenue: ₹0.46 Cr ↓97.75% (YoY) | ↓61.89% (QoQ)

• EBITDA Loss: ₹0.86 Cr vs ₹0.58 Cr loss (YoY) | ₹1.08 Cr loss (QoQ)

• EBITDA Margin: -184.52% vs -2.79% (YoY) | -89.07% (QoQ)

AUSmall Fin Bank In Focus:

Bank likely to have seen a hacking attempt, company response awaited