CEIGALL INDIA – MANAGEMENT UPDATE
• FY27 order inflows expected to exceed ₹6,000 Cr; already achieved ₹5,300 Cr in H1.
• FY27 revenue growth guidance of at least 15%.
• Targeting ₹540 Cr debt reduction in FY27.
• Expected to receive ₹250 Cr from the sale of 3 assets during FY27.
• FY27 order inflows expected to exceed ₹6,000 Cr; already achieved ₹5,300 Cr in H1.
• FY27 revenue growth guidance of at least 15%.
• Targeting ₹540 Cr debt reduction in FY27.
• Expected to receive ₹250 Cr from the sale of 3 assets during FY27.
BATA INDIA: CO. SAYS NEW PRODUCT LINES TO DRIVE GROWTH, REITERATES TARGET TO DOUBLE TURNOVER BY 2030
BANARI AMMAN SUGAR – Q2 FY27 (STANDALONE)
• Net Profit: ₹30.95 Cr | YoY ↓ 27.52% | QoQ: Profit vs Loss
• Revenue: ₹340.22 Cr | YoY ↓ 40.49% | QoQ ↑ 97.28%
• EBITDA: ₹45.41 Cr | YoY ↓ 39.39% | QoQ: Profit vs Loss
• EBITDA Margin: 13.35% vs 13.11% (YoY), -3.00% (QoQ)
• Net Profit: ₹30.95 Cr | YoY ↓ 27.52% | QoQ: Profit vs Loss
• Revenue: ₹340.22 Cr | YoY ↓ 40.49% | QoQ ↑ 97.28%
• EBITDA: ₹45.41 Cr | YoY ↓ 39.39% | QoQ: Profit vs Loss
• EBITDA Margin: 13.35% vs 13.11% (YoY), -3.00% (QoQ)
AUROBINDO PHARMA
Arm Apitoria Pharma Receives Establishment Inspection Report From US FDA
Establishment Inspection Report Classifies Facility As Voluntary Action Indicated
US FDA inspected Telangana-based Unit-II, an API mfg facility of arm from Sept 7-15, 2026
Arm Apitoria Pharma Receives Establishment Inspection Report From US FDA
Establishment Inspection Report Classifies Facility As Voluntary Action Indicated
US FDA inspected Telangana-based Unit-II, an API mfg facility of arm from Sept 7-15, 2026
OCTOBER MF DATA
Net Equity Inflow At 32,994 Cr Vs ₹38,293.5 Cr Inflow (MoM)
Total AUM At ₹83.39 Lk Cr Vs (MoM) 82.64 Lk Cr
Net Equity Inflow At 32,994 Cr Vs ₹38,293.5 Cr Inflow (MoM)
Total AUM At ₹83.39 Lk Cr Vs (MoM) 82.64 Lk Cr
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INDIA FINANCE, COMMERCE MINISTRIES HOLDING TALKS TO RESOLVE THE MATTER-GOVERNMENT - RTRS
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BAJAJ FINANCE: BAJAJ FINANCE: CO IS SET TO LAUNCH A SHARE SALE TO RAISE AS MUCH AS 117 BILLION RUPEES FROM INSTITUTIONAL INVESTORS AS SOON AS THIS WEEK
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EMPIND: Q2 STANDALONE NET PROFIT 176.9M RUPEES VS 123.9M (YOY)
EMPIND: Q2 EBITDA 296.8M RUPEES VS 211.4M (YOY); Q2 EBITDA MARGIN 15.32% VS 11.72% (YOY)
EMPIND: Q2 REVENUE 1.94B RUPEES VS 1.8B (YOY)
EMPIND: Q2 EBITDA 296.8M RUPEES VS 211.4M (YOY); Q2 EBITDA MARGIN 15.32% VS 11.72% (YOY)
EMPIND: Q2 REVENUE 1.94B RUPEES VS 1.8B (YOY)
PLI 2.0 PROPOSAL WILL BE SENT FOR INTER-MIN CONSULTATION, WILL REQUIRE CABINET NOD ( SYRMA SGS TECH, DIXON TECH )
GREENPOWER: Q2 CONS NET PROFIT 816M RUPEES VS 810M (YOY)
GREENPOWER: Q2 EBITDA 1.13B RUPEES VS 999M (YOY); Q2 EBITDA MARGIN 79.1% VS 76.23% (YOY)
GREENPOWER: Q2 EBITDA 1.13B RUPEES VS 999M (YOY); Q2 EBITDA MARGIN 79.1% VS 76.23% (YOY)
SYRMA SGS TECH, DIXON TECH
PLI 2.0 PROPOSAL WILL BE SENT FOR INTER-MIN CONSULTATION, WILL REQUIRE CABINET NOD
PLI 2.0 PROPOSAL WILL BE SENT FOR INTER-MIN CONSULTATION, WILL REQUIRE CABINET NOD
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INDUSTRY SOURCES SAY MOBILE PHONE DEMAND REMAINS MUTED DESPITE FESTIVE SEASON BOOST (DIXON)
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Sangam India Ltd – FIRE INCIDENT AT DENIM DIVISION
Fire incident at the Denim Division in Bhilwara, Rajasthan on 9th November, 2026:
- Estimated loss/damage caused by the fire is approximately INR 5 Cr
- Fire affected certain plant and machinery, raw materials, and building
- Company holds a FIRE IAR (Industrial All Risk) Policy with a sum insured of INR 583 Cr
- Additional coverage of INR 145 Cr is available for fire loss of profit
- Incident is expected to have only a minor impact on overall production and operations
- No human injuries or casualties were reported
Fire incident at the Denim Division in Bhilwara, Rajasthan on 9th November, 2026:
- Estimated loss/damage caused by the fire is approximately INR 5 Cr
- Fire affected certain plant and machinery, raw materials, and building
- Company holds a FIRE IAR (Industrial All Risk) Policy with a sum insured of INR 583 Cr
- Additional coverage of INR 145 Cr is available for fire loss of profit
- Incident is expected to have only a minor impact on overall production and operations
- No human injuries or casualties were reported
Sources Say SBI-led Lenders' Consortium Progresses Ahead With #VodafoneIdea Funding Proposal
--SBI, The Lead Banker Completes Assessment Of Funding Proposal
--Other Banks Expected To Take Up The Proposal Soon
--Proposed Funding To Support Vodafone Idea's Network Expansion & Capex Plans
--SBI, The Lead Banker Completes Assessment Of Funding Proposal
--Other Banks Expected To Take Up The Proposal Soon
--Proposed Funding To Support Vodafone Idea's Network Expansion & Capex Plans
MAGNA ELECTRO Q2 FY27 – STANDALONE 🌟
Net Profit: ₹6.31 Cr (+16.57% YoY, +69.28% QoQ)
Revenue: ₹61.56 Cr (+17.64% YoY, +21.16% QoQ)
EBITDA: ₹11.06 Cr (+16.93% YoY, +48.52% QoQ)
EBITDA Margin: 17.97% vs 18.08% YoY, 14.66% QoQ
Net Profit: ₹6.31 Cr (+16.57% YoY, +69.28% QoQ)
Revenue: ₹61.56 Cr (+17.64% YoY, +21.16% QoQ)
EBITDA: ₹11.06 Cr (+16.93% YoY, +48.52% QoQ)
EBITDA Margin: 17.97% vs 18.08% YoY, 14.66% QoQ
BAJAJ SUGAR Q2 FY27 – CONSOLIDATED
Net Loss: ₹121.24 Cr (Loss narrowed 15.37% YoY, 34.34% QoQ)
Revenue: ₹968.43 Cr (-16.31% YoY, -13.99% QoQ)
EBITDA Loss: ₹42.48 Cr (Loss narrowed 21.19% YoY, 64.53% QoQ)
EBITDA Margin: -4.39% vs -4.66% YoY, -10.64% QoQ
Net Loss: ₹121.24 Cr (Loss narrowed 15.37% YoY, 34.34% QoQ)
Revenue: ₹968.43 Cr (-16.31% YoY, -13.99% QoQ)
EBITDA Loss: ₹42.48 Cr (Loss narrowed 21.19% YoY, 64.53% QoQ)
EBITDA Margin: -4.39% vs -4.66% YoY, -10.64% QoQ
AMBIKCO – Q2 FY27 (STANDALONE)
Net Profit: ₹26.88 Cr | YoY ↑ 68.84% | QoQ ↑ 4.59%
Revenue: ₹264.98 Cr | YoY ↑ 38.03% | QoQ ↑ 2.74%
Revenue: ₹265 Cr (+38% YoY, +3% QoQ)
EBITDA: ₹41 Cr (+51% YoY, +3% QoQ)
EBITDA Margin: 15.4% vs 14.0% YoY, 15.3% QoQ
Net Profit: ₹26.88 Cr | YoY ↑ 68.84% | QoQ ↑ 4.59%
Revenue: ₹264.98 Cr | YoY ↑ 38.03% | QoQ ↑ 2.74%
Revenue: ₹265 Cr (+38% YoY, +3% QoQ)
EBITDA: ₹41 Cr (+51% YoY, +3% QoQ)
EBITDA Margin: 15.4% vs 14.0% YoY, 15.3% QoQ
MOODY'S ON INDIA GDP GROWTH
India well positioned to sustain growth near 7% in medium term
India to sustain 7% GDP growth on robust demand, improve investments
Sustained private investment to lift India GDP growth above 7%
India adjusted to energy price shock better than earlier assumed
High frequency data shows India at cusp of new pvt capex cycle
Near-term risks to India GDP growth persist
India household demand vulnerable to intensifying price pressures
RBI's tighter monetary policy can delay recovery in private investments
India well positioned to sustain growth near 7% in medium term
India to sustain 7% GDP growth on robust demand, improve investments
Sustained private investment to lift India GDP growth above 7%
India adjusted to energy price shock better than earlier assumed
High frequency data shows India at cusp of new pvt capex cycle
Near-term risks to India GDP growth persist
India household demand vulnerable to intensifying price pressures
RBI's tighter monetary policy can delay recovery in private investments
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EAAA Q2 FY27 – CONSOLIDATED
Net Profit: ₹88.10 Cr (+26.89% YoY, +9.16% QoQ)
Revenue: ₹251.49 Cr (+12.87% YoY, -8.72% QoQ)
EBITDA: ₹96.64 Cr (+21.67% YoY, +62.58% QoQ)
EBITDA Margin: 38.43% vs 35.65% YoY, 21.57% QoQ
Net Profit: ₹88.10 Cr (+26.89% YoY, +9.16% QoQ)
Revenue: ₹251.49 Cr (+12.87% YoY, -8.72% QoQ)
EBITDA: ₹96.64 Cr (+21.67% YoY, +62.58% QoQ)
EBITDA Margin: 38.43% vs 35.65% YoY, 21.57% QoQ
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THE MINISTRY OF DEFENCE HAS SIGNED A CONTRACT WORTH RS 498.58 CRORE WITH COCHIN SHIPYARD LIMITED - PIB
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