RELIANCE INDUSTRIES Q2 FY27 – ESTIMATE BEAT

📊 NET PROFIT
₹25,548 Cr vs ₹22,325 Cr
Beat by 14.44% 🟢

📊 REVENUE
₹3.31 Lakh Cr vs ₹3.14 Lakh Cr
Beat by 5.41% 🟢

📊 EBITDA
₹56,616 Cr vs ₹51,941 Cr
Beat by 9.00% 🟢

📊 EBITDA MARGIN
17.1% vs 16.6%
Beat by 50 bps 🟢

RELIANCE INDUSTRIES Q2 FY27 – SEGMENT-WISE PERFORMANCE (CONS.)

🛢️ OIL TO CHEMICALS (O2C)

• Revenue: ₹2,31,601 Cr (+44.25% YoY, +14.77% QoQ)

• Segment EBITDA: ₹25,203 Cr (+67.93% YoY, +48.17% QoQ)

⛽ OIL AND GAS

• Revenue: ₹6,020 Cr (-0.63% YoY, -4.41% QoQ)

• Segment EBITDA: ₹4,901 Cr (-1.99% YoY, -1.45% QoQ)

🛍️ RETAIL

• Revenue: ₹91,717 Cr (+1.30% YoY, +1.45% QoQ)

• Segment EBITDA: ₹6,120 Cr (-10.22% YoY, -3.03% QoQ)

📱 DIGITAL SERVICES

• Revenue: ₹48,486 Cr (+11.16% YoY, +3.38% QoQ)

• Segment EBITDA: ₹22,223 Cr (+18.09% YoY, +4.78% QoQ)

📊 OTHERS

• Revenue: ₹25,317 Cr (+56.20% YoY, -18.90% QoQ)

• Segment EBITDA: ₹2,777 Cr (+0.22% YoY, +49.62% QoQ)

China to expand cooperation with Germany in vehicles, AI

GABRIEL INDIA Q2 FY27 (CONSOLIDATED)

• Net Profit: ₹123.97 Cr ↑15.80% (YoY) | ↑14.65% (QoQ)

• Revenue: ₹1,608 Cr ↑22.91% (YoY) | ↑12.79% (QoQ)

• EBITDA: ₹110.87 Cr ↓12.25% (YoY) | ↑49.49% (QoQ)

• EBITDA Margin: 6.90% vs 9.66% (YoY) | 5.20% (QoQ)

RELIANCE INDUSTRIES – JIOSTAR BUSINESS Q2 FY27

• Net Profit: ₹1,147 Cr ↓13.2% (YoY) | ↑72.5% (QoQ)

• Revenue: ₹6,806 Cr ↑10.1% (YoY) | ↓37.8% (QoQ)

• EBITDA: ₹1,502 Cr ↓13.6% (YoY) | ↑43.2% (QoQ)

• EBITDA Margin: 22.1% vs 28.1% (YoY) | 9.6% (QoQ)

RELIANCE INDUSTRIES – OIL & GAS SEGMENT Q2 FY27

• Revenue: ₹6,020 Cr ↓4.4% (QoQ)

• EBITDA: ₹4,901 Cr ↓1.4% (QoQ)

• EBITDA Margin: 81.4% vs 79.0% (QoQ)

RELIANCE INDUSTRIES – O2C BUSINESS UPDATE

• Total Throughput: 20.6 MMT ↑14% (QoQ)

• Production: 18.1 MMT ↑16% (QoQ)

RELIANCE INDUSTRIES – O2C SEGMENT Q2 FY27

• Revenue: ₹2,31,601 Cr ↑44.2% (YoY) | ↑14.8% (QoQ)

• EBITDA: ₹25,203 Cr ↑67.9% (YoY) | ↑48.2% (QoQ)

• EBITDA Margin: 10.9% vs 9.3% (YoY) | 8.4% (QoQ)

RELIANCE RETAIL VENTURES Q2 FY27

• Net Profit: ₹2,619 Cr ↓24.5% (YoY) | ↓6.7% (QoQ)

• Revenue: ₹80,220 Cr ↑5.8% (YoY) | ↑0.6% (QoQ)

• EBITDA: ₹6,228 Cr ↓8.6% (YoY) | ↓1.3% (QoQ)

• EBITDA Margin: 7.8% vs 9.0% (YoY) | 7.9% (QoQ)

RELIANCE IND Q2

Q2 CAPEX DOWN 1 % TO 38,153 CR QOQ

NET DEBT FALLS 5 % TO 1.17 LKH CR QOQ

RELIANCE INDUSTRIES Q2 FY27 – RECORD QUARTERLY PERFORMANCE

• Revenue hits record ₹3,62,268 Cr, up 27.8% YoY.

• Record quarterly EBITDA at ₹62,409 Cr, up 23.9% YoY.

• Quarterly PAT reaches new high of ₹29,550 Cr, up 33.8% YoY.

• 1H FY27 PAT crosses ₹50,000 Cr.

• O2C delivers its best-ever performance, with EBITDA at ₹25,203 Cr, up 67.9% YoY.

• Digital Services EBITDA at ₹22,223 Cr, up 17.7% YoY.

• Jio Platforms makes a landmark capital market debut as India's second-most valuable company.

LIC HOUSING FINANCE Q2 FY27 RESULTS

• Net Profit: ₹1,507 Cr ↑12% (YoY) | ↑1% (QoQ)

• Net Interest Income (NII): ₹2,099 Cr ↑3% (YoY) | ↑1% (QoQ)

TEMPSENS INSTRUMENTS Q2 FY27 (CONSOLIDATED)

• Net Profit: ₹19.44 Cr ↑20.23% (YoY) | ↑19.49% (QoQ)

• Revenue: ₹136.32 Cr ↑34.02% (YoY) | ↑14.83% (QoQ)

• EBITDA: ₹25.01 Cr ↑12.47% (YoY) | ↑5.27% (QoQ)

• EBITDA Margin: 18.35% vs 21.86% (YoY) | 20.01% (QoQ)

UPDATER SERVICES Q2 FY27 RESULTS

• Net Profit: ₹32 Cr ↑62% (YoY) | ↑6% (QoQ)

• Revenue: ₹812 Cr ↑11% (YoY) | ↑6% (QoQ)

• EBITDA: ₹43 Cr ↑37% (YoY) | ↑2% (QoQ)

• EBITDA Margin: 5.3% vs 4.3% (YoY) | 5.5% (QoQ)

INDRAPRASTHA GAS (IGL) Q2 FY27 (CONSOLIDATED)

• Net Profit: ₹24 Cr ↓94% (YoY) | ↓90% (QoQ)

• Revenue: ₹5,615 Cr ↑26% (YoY) | ↑11% (QoQ)

• Other Income: ₹136 Cr vs ₹95 Cr (YoY) | ₹102 Cr (QoQ)

• EPS: ₹0.20 ↓94% (YoY) | ↓91% (QoQ)

• PAT declined sharply compared with previous quarters.

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I want you to remember something very important.

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Trump:

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SUN PHARMA – Q2 FY27 CONCALL HIGHLIGHTS

📊 FINANCIAL PERFORMANCE

• Revenue: ₹16,100 Cr (+11.8% YoY).

• Gross Margin: 80.8%, supported by better product mix and favourable currency.

• EBITDA: ₹4,744 Cr (+4.8% YoY).

• EBITDA Margin: 29.3%.

• Adjusted Net Profit: ₹3,162 Cr.

• H1 FY27 Revenue: ₹31,284 Cr (+11% YoY).

• H1 EBITDA Margin: 29.1%.

• Net Cash Position: $3.3 billion.

SUN PHARMA – Q2 FY27 CONCALL HIGHLIGHTS

🌏 SEGMENT-WISE PERFORMANCE

🇮🇳 India Formulations
• Revenue: ₹5,552 Cr (+17.3% YoY).
• Contributed 34.5% of total sales.

🇺🇸 US Business
• Revenue: $455 million (-8.2% YoY).
• Sequential growth of 6.5%.
• Decline mainly due to lenalidomide erosion.

🌍 Global Innovative Medicines
• Revenue: $356 million (+6.9% YoY).
• Contributed 21.1% of total sales.

🌐 Emerging Markets
• Revenue: $350 million (+7.6% YoY).
• Growth driven by branded generics and innovative medicines.

🌏 Rest of the World
• Formulation revenue: $241 million.

SUN PHARMA – Q2 FY27 CONCALL HIGHLIGHTS

🌏 SEGMENT-WISE PERFORMANCE

🇮🇳 India Formulations
• Revenue: ₹5,552 Cr (+17.3% YoY).
• Contributed 34.5% of total sales.

🇺🇸 US Business
• Revenue: $455 million (-8.2% YoY).
• Sequential growth of 6.5%.
• Decline mainly due to lenalidomide erosion.

🌍 Global Innovative Medicines
• Revenue: $356 million (+6.9% YoY).
• Contributed 21.1% of total sales.

🌐 Emerging Markets
• Revenue: $350 million (+7.6% YoY).
• Growth driven by branded generics and innovative medicines.

🌏 Rest of the World
• Formulation revenue: $241 million.