Tata Power Renewables Commissions 300 MW Project for SECI in Karnataka

TATA MOTORS CV:

GOVT CYBERSECURITY FLAGS HIGH SEVERITY FLAWS IN TATA MOTORS AAPLICATIONS WHICH CAN BE HACKED INSTANTLY|| GAINING REMOTE ACCESS AND SENSITIVE INFORMATION IS EASY IN THE APP

LG ELECTRONICS INDIA Q2 FY27 STANDALONE ⚠️ WEAK

• Net Profit: ₹489 Cr ↑26% YoY | ↓25% QoQ

• Revenue: ₹7,380 Cr ↑20% YoY | ↑2% QoQ

• EBITDA: ₹701 Cr ↑28% YoY | ↓22% QoQ

• EBITDA Margin: 9.5% vs 8.9% YoY (↑63 bps) | 12.5% QoQ (↓300 bps)

• EPS: ₹7.21 ↑26% YoY | ↓25% QoQ

• Other Income: ₹86 Cr

LG ELECTRONICS INDIA Q2 FY27 RESULTS

RESULTS vs ESTIMATES

• Net Profit: ₹489 Cr vs Est. ₹486 Cr (+0.62%) Beat 🟢

• Revenue: ₹7,380 Cr vs Est. ₹7,069 Cr (+4.40%) Beat 🟢

• EBITDA: ₹701 Cr vs Est. ₹663 Cr (+5.73%) Beat 🟢

• EBITDA Margin: 9.5% vs Est. 9.4% (+10 bps) Beat 🟢

LG ELECTRONICS INDIA:

CO. TO ENTER VEHICLE SOLUTIONS BUSINESS

LG ELECTRONICS INDIA Q2 FY27

Segment-wise Performance

Home Appliances & Air Solution

• Revenue: ₹472.19 Cr (+19.61% YoY, -15.33% QoQ).

• Segment Profit: ₹41.64 Cr (+28.29% YoY, -35.22% QoQ).

Home Entertainment

• Revenue: ₹260.84 Cr (+17.17% YoY, +57.45% QoQ).

• Segment Profit: ₹31.60 Cr (+12.45% YoY, +0.16% QoQ).

Summary: Beat estimates across all key financial parameters.

PREMIER ENERGIES:

CO DENIES RUMOUR OF ANY QIP OR BLOCK DEAL CO SAYS WE HAVE SUFFICEMNT CASH FLOWS

LUPIN:

CO SEES MARGIN EROSION IN FY 28: INTERVIEW

HESTER BIOSCIENCES Q2 FY27 CONSOLIDATED ✅ GOOD

• Net Profit: ₹20.36 Cr ↑40.94% YoY | ↓79.00% QoQ

• Revenue: ₹97.91 Cr ↑37.96% YoY | ↑26.76% QoQ

• EBITDA: ₹32.66 Cr ↑178.73% YoY | ↑43.39% QoQ

• EBITDA Margin: 33.36% vs 16.51% YoY | 29.49% QoQ

VRL LOGISTICS: CO RAISES VOLUME GROWTH GUIDANCE TO 10% CO ALSO RAISES EBITDA MARGIN GUIDANCE TO 22% CO SAYS NET DEBT REDUCED BY 337 CRS: CONCALL UPDATES

FREDUN: Q2 CONS NET PROFIT 186M RUPEES VS 94M (YOY)

FREDUN: Q2 EBITDA 406M RUPEES VS 206M (YOY); Q2 EBITDA MARGIN 15.3% VS 14.4% (YOY)

FREDUN: Q2 REVENUE 2.65B RUPEES VS 1.43B (YOY)

CESC: Q2 CONS NET PROFIT 2.56B RUPEES VS 4.25B (YOY)

CESC: Q2 EBITDA 10.4B RUPEES VS 10.6B (YOY); Q2 EBITDA MARGIN 18.53% VS 20.14% (YOY)

CESC: Q2 REVENUE 56B RUPEES VS 52.7B (YOY)

DELHI HC REFUSES INTERIM RELIEF TO SAP INDIA IN NAYARA ENERGY CASE

Issues notice to Nayara Energy on SAP India's plea to block software services access

Asks SAP India to continue providing software services to Nayara Energy

Refuses interim relief to SAP India

To hear SAP India's plea on January 11

PANASONIC ENERGY Q2 FY27 STANDALONE

• Net Loss: ₹15.49 Cr vs Profit YoY | vs Profit QoQ

• Revenue: ₹54.74 Cr ↓20.26% YoY | ↓13.82% QoQ

• EBITDA Loss: ₹10.50 Cr vs Profit YoY | vs Profit QoQ

• EBITDA Margin: -19.18% vs 3.27% YoY | 4.07% QoQ

ROLEX RINGS - Strong Mgmt Conf Commentary

Automotive business likely to grow at 20-22% CAGR with margin expansion ahead expansion ahead

Defence business expected to see good opportunity in next 12 months

US Export Surge: Revenue from the US market more than doubled YoY to ₹92 Cr as tariff disruptions abated without customer attrition and order schedules returned to FY25 levels, helping total component exports surge 55% YoY to ₹167 Cr (51% of sales).

Strong Orderbook & H2 Outlook: Monthly order inflows remain firm at ₹120 Cr–₹125 Cr per month, supporting management's outlook that H2 FY27 will outperform H1, driven by ramp-ups of new customer programs in Q3 and early Q4 and expected capacity utilization rising from 65% to 70%–72% by year-end.

SHIPROCKET Q2 FY27 ✅ GOOD

• Net Profit: ₹1 Cr vs Loss ₹20 Cr YoY | vs Loss ₹14 Cr QoQ

• Revenue: ₹674 Cr ↑35% YoY | ↑14% QoQ

• EBITDA Loss: ₹3 Cr vs Loss ₹20 Cr YoY | vs Loss ₹11 Cr QoQ

• EBITDA Margin: -0.4% vs -4.0% YoY (↑359 bps) | -1.8% QoQ (↑145 bps)

• EPS: ₹0.01 vs -₹0.31 YoY | vs -₹0.21 QoQ

• Other Income: ₹20 Cr

LG ELECTRONICS INDIA: BACKED BY A STRONG H1FY27 PERFORMANCE, CO. REAFFIRM FY27 TARGETS OF MID-TEEN REVENUE GROWTH AND AN EARLY DOUBLE-DIGIT EBITDA MARGIN

TENNECO CLEAN AIR INDIA LIMITED: BOARD APPROVES CAPACITY EXPANSION BY SETTING UP NEW FACTORY IN WESTERN INDIA; INVESTMENT OF ~INR 450 MILLION; ADDITION OF ~0.3 MILLION "HOT END" PRODUCTS OVER NEXT 2-3 FINANCIAL YEARS.

GOLDIAM INTERNATIONAL LIMITED: CO. OPENS 29TH RETAIL STORE FOR LAB-GROWN DIAMOND JEWELLERY UNDER BRAND “ORIGEM” IN VIZAG; STORE COMMENCED OPERATIONS

SETL: Q2 CONS NET PROFIT 264M RUPEES VS 202M (YOY)

SETL: Q2 EBITDA 450M RUPEES VS 286M (YOY); Q2 EBITDA MARGIN 16.7% VS 15.64% (YOY)

SETL: Q2 REVENUE 3B RUPEES VS 1.8B (YOY)

RPSG VENTURES Q2 FY27 ⚠️

• Net Profit: ₹88.49 Cr | Turnaround YoY | ↓ 2.85% QoQ

• Revenue: ₹3,243.49 Cr | ↑ 21.56% YoY | ↓ 9.31% QoQ

• EBITDA: ₹419.53 Cr | ↑ 37.19% YoY | ↓ 42.97% QoQ

• EBITDA Margin: 12.93% vs 11.46% YoY | 20.57% QoQ