📊 SJS ENTERPRISES Q2 FY27 – CONCALL HIGHLIGHTS

• Raises FY27 EBITDA margin guidance to 29–30%.

• Revises revenue growth guidance to 1.2–1.5x industry growth.

• Targets export contribution of 14–15% by FY28.

• Targets ₹500–700 Cr display revenue by 2031.

BMW INDUSTRIES Q2 FY27

• Net Profit: ₹22 Cr | ↑ 44% YoY | ↑ 13% QoQ

• Revenue: ₹182 Cr | ↑ 25% YoY | ↑ 9% QoQ

• Operating Profit: ₹35 Cr | ↓ 6% YoY | ↑ 3% QoQ

• Operating Margin: 19.2% vs 25.5% YoY | 20.3% QoQ

• EPS: ₹0.96 | ↑ 43% YoY | ↑ 13% QoQ

• Other Income: ₹14 Cr

IRB INFRASTRUCTURE Q2 FY27

• Net Profit: ₹260 Cr | ↑ 85% YoY | ↓ 15% QoQ

• Revenue: ₹1,897 Cr | ↑ 8% YoY | ↓ 11% QoQ

• Operating Profit: ₹1,055 Cr | ↑ 14% YoY | ↓ 8% QoQ

• Operating Margin: 55.6% vs 52.8% YoY | 53.9% QoQ

• EPS: ₹0.22 | ↑ 83% YoY | ↓ 12% QoQ

• Other Income: ₹47 Cr

IPCALAB: Q2 CONS NET PROFIT 3.75B RUPEES VS 2.83B (YOY)

IPCALAB: Q2 EBITDA 6.73B RUPEES VS 5.45B (YOY); Q2 EBITDA MARGIN 23.14% VS 21.32% (YOY)

IPCALAB: Q2 REVENUE 29.1B RUPEES VS 25.57B (YOY)

NIFTY UP 600 PTS

BIRLACABLE: Q2 SL NET PROFIT 378M RUPEES VS 6.9M (YOY)

BIRLACABLE: Q2 EBITDA 547M RUPEES VS 66.5M (YOY); Q2 EBITDA MARGIN 15.42% VS 3.77% (YOY)

BIRLACABLE: Q2 REVENUE 3.55B RUPEES VS 1.76B (YOY)

YOGI: Q2 CONS NET PROFIT 4.2M RUPEES VS 92.9M (YOY)

YOGI: Q2 EBITDA LOSS 3.4M RUPEES VS PROFIT 127.2M (YOY)

YOGI: Q2 REVENUE 506.3M RUPEES VS 1.35B (YOY)

M&M: INDUSTRY OUTLOOK REDUCED TO FLATTISH IN F27; MONSOON DEFICIT WIDENED AND RESERVOIR LEVEL DETERIORATED BETWEEN JULY AND OCT

M&M: CO DOWNGRADES OUTLOOK FOR FY27 FOR TRACTOR FROM HIGH SINGLE DIGIT TO FLATTISH

CEIGALL INDIA Q2 FY27 ✅

• Net Profit: ₹91 Cr | ↑57% YoY | ↑48% QoQ

• Revenue: ₹1,022 Cr | ↑27% YoY | ↑5% QoQ

• EBITDA: ₹174 Cr | ↑53% YoY | ↑21% QoQ

• EBITDA Margin: 17.0% vs 14.1% YoY | 14.8% QoQ

POLY MEDICURE Q2 FY27 🌱

• Net Profit: ₹95 Cr | ↑4% YoY | ↑12% QoQ

• Revenue: ₹581 Cr | ↑31% YoY | ↑10% QoQ

• EBITDA: ₹138 Cr | ↑18% YoY | ↑10% QoQ

• EBITDA Margin: 23.7% vs 26.3% YoY | 23.8% QoQ

• EPS: ₹9.38 vs ₹9.06 (YoY) | ₹8.49 (QoQ)

• Other Income: ₹19 Cr vs ₹32 Cr (YoY) | ₹33 Cr (QoQ)

PATEL ENGINEERING Q2 FY27 ⚠️

• Net Profit: ₹87 Cr | ↑19% YoY | ↓12% QoQ

• Revenue: ₹1,211 Cr | 0% YoY | ↓5% QoQ

• EBITDA: ₹150 Cr | ↓5% YoY | ↓16% QoQ

• EBITDA Margin: 12.4% vs 13.1% YoY | 14.0% QoQ

• EPS: ₹0.86 vs ₹0.82 (YoY) | ₹0.98 (QoQ)

• Other Income: ₹48 Cr vs ₹63 Cr (YoY) | ₹25 Cr (QoQ)

JOJO Ltd – STANDALONE Q2 FY27 RESULTS

Financial results for the quarter and half-year ended September 30, 2026:

- Standalone Q2 revenue: INR 4.52 Cr (up 317.6% YoY)

- Standalone Q2 PAT: INR 0.46 Cr (up 608.3% YoY)

- Standalone H1 revenue: INR 8.67 Cr (up 255.5% YoY)

- Standalone H1 PAT: INR 1.55 Cr (up 495.7% YoY)

- Expanded distribution via Prime Video, JioFastTV, Samsung TV Plus, and Tata Play Binge

SANJIVANI PARENTERAL Q2 FY27 🌟

• Net Profit: ₹4 Cr | ↑153% YoY | ↑66% QoQ

• Revenue: ₹25 Cr | ↑63% YoY | ↑6% QoQ

• EBITDA: ₹6 Cr | ↑188% YoY | ↑55% QoQ

• EBITDA Margin: 25.6% vs 14.5% YoY | 17.5% QoQ

JINDAL WORLDWIDE Q2 FY27 🌱

• Net Profit: ₹19 Cr | ↑56% YoY | ↓43% QoQ

• Revenue: ₹595 Cr | ↑4% YoY | ↑4% QoQ

• EBITDA: ₹34 Cr | ↑12% YoY | ↑14% QoQ

• EBITDA Margin: 5.8% vs 5.3% YoY | 5.3% QoQ

• EPS: ₹0.19 vs ₹0.12 (YoY) | ₹0.32 (QoQ)

• Other Income: ₹0 Cr vs ₹0 Cr (YoY) | ₹18 Cr (QoQ)

BREAKING: Houthis demand $51 billion from Saudi Arabia to end conflict

SAMVARDHANA MOTHERSON Q2 FY27 – GOOD ✅

• Net Profit: ₹1,218 Cr | ↑44% YoY | ↑13% QoQ

• Revenue: ₹38,280 Cr | ↑27% YoY | ↑9% QoQ

• EBITDA: ₹3,357 Cr | ↑29% YoY | ↑8% QoQ

• EBITDA Margin: 8.8% vs 8.7% (YoY) | 8.8% (QoQ)

• EPS: ₹1.11 vs ₹0.78 (YoY) | ₹0.98 (QoQ)

• Other Income: ₹80 Cr vs ₹121 Cr (YoY) | ₹82 Cr (QoQ)

NBCC Q2 FY27 🌟

• Net Profit: ₹210 Cr | ↑34% YoY | ↑33% QoQ

• Revenue: ₹3,396 Cr | ↑17% YoY | ↑50% QoQ

• Other Income: ₹60 Cr vs ₹103 Cr (YoY) | ₹61 Cr (QoQ)

• EPS: ₹0.76 vs ₹0.57 (YoY) | ₹0.57 (QoQ)

TEXMACO RAIL Q2 FY27 ✅

• Net Profit: ₹111 Cr | ↑74% YoY | ↑122% QoQ

• Revenue: ₹868 Cr | ↓31% YoY | ↑15% QoQ

• Other Income: ₹11 Cr vs ₹8 Cr (YoY) | ₹19 Cr (QoQ)

• EPS: ₹2.74 vs ₹1.62 (YoY) | ₹1.23 (QoQ)

TEXMACO RAIL & ENGINEERING Q2 FY27

• EBITDA: ₹74.64 Cr | ↓40.00% YoY | ↑30.95% QoQ

• EBITDA Margin: 8.60% vs 9.89% (YoY) | 7.53% (QoQ)

TEGA INDUSTRIES Q2 FY27 – GOOD ✅

• Net Loss: of ₹59 Cr vs Profit of ₹45 Cr (YoY), vs Loss of ₹108 Cr (QoQ)

• Revenue: ₹4,254 Cr | ↑949% YoY | ↑147% QoQ

• EBITDA: ₹489 Cr | ↑607% YoY | ↑780% QoQ

• EBITDA Margin: 11.5% vs 17.1% (YoY) | 3.2% (QoQ)

• Other Income: ₹41 Cr vs ₹16 Cr (YoY) | ₹17 Cr (QoQ)

• EPS: -₹6.32 vs ₹6.75 (YoY) | -₹11.47 (QoQ)