📊 KEI INDUSTRIES Q2 FY27 CONCALL HIGHLIGHTS

🌍 EXPORTS & ORDER BOOK

• Wire and cable order book stood at ₹4,927 Cr.

• Export order book stood at ₹991 Cr, with 50% from the US.

• Q2 exports stood at ₹493 Cr; H1 exports reached ₹834 Cr.

• Management expects export growth to accelerate in upcoming quarters.

🏭 CAPEX & SANAND PLANT

• H1 CapEx stood at ₹402 Cr, including ₹333 Cr for the Sanand facility.

• Annual CapEx of around ₹600 Cr planned for the next 3–4 years.

• Phase 2 EHV and HT cable production at Sanand expected by March 2027.

• H1 capacity utilisation: Cable division 77%; housewire division 64%.

📊 KEI INDUSTRIES Q2 FY27 CONCALL HIGHLIGHTS

🎯 GUIDANCE & OUTLOOK

• FY27 revenue growth guidance raised to above 25%.

• Long-term revenue CAGR target: 20% over the next 3–4 years.

• EBITDA margin guidance: Around 11% for FY27; medium-term target of 11–12%.

• PAT growth expected to exceed revenue growth by 3–4 percentage points.

• ROCE expected at 23–24% and ROE at 19–20% from next year.

📌 OTHER KEY COMMENTS

• Management said quarterly 🌍 EXPORTS & ORDER BOOK

• Wire and cable order book stood at ₹4,927 Cr.

• Export order book stood at ₹991 Cr, with 50% from the US.

• Q2 exports stood at ₹493 Cr; H1 exports reached ₹834 Cr.

• Management expects export growth to accelerate in upcoming quarters.

SWIGGY Q2 FY27 RESULTS

Net Loss: ₹922 Cr loss vs ₹1,092 Cr loss YoY | Loss ↑17% QoQ

Revenue: ₹7,571 Cr ↑36% YoY | ↑11% QoQ

EBITDA: ₹770 Cr loss vs ₹798 Cr loss YoY | Loss ↑18% QoQ

EBITDA Margin: -10.2% vs -14.3% YoY | -9.5% QoQ

JINDAL STAINLESS Q2 FY27 (CONS.)

Net Profit: ₹897.75 Cr ↑11.12% YoY | ↑16.79% QoQ

Revenue: ₹12,873.86 Cr ↑18.19% YoY | ↑14.14% QoQ

EBITDA: ₹1,432.90 Cr ↑3.25% YoY | ↑7.81% QoQ

EBITDA Margin: 11.13% vs 12.74% YoY | 11.78% QoQ

ADANI TOTAL GAS Q2 FY27

Net Profit: ₹173 Cr ↑6% YoY | ↑22% QoQ

Revenue: ₹2,110 Cr ↑34% YoY | ↑11% QoQ

Other Income: ₹14 Cr vs ₹9 Cr YoY | ↑8% QoQ

US INITIAL JOBLESS CLAIMS ACTUAL: 194K VS 199K PREVIOUS; EST 200K

US CONTINUING JOBLESS CLAIMS ACTUAL: 1728K VS 1710K PREVIOUS; EST 1710K

HATSUN Q2

SL NET PROFIT 1.16B RUPEES VS 1.1B (YOY)

Q2 EBITDA 3.32B RUPEES VS 3.31B (YOY)

Q2 EBITDA MARGIN 11.44% VS 13.64% (YOY)

REVENUE 28.98B RUPEES VS 24.27B (YOY)

HPCL Q2 FY27

Net Profit: ₹3,625 Cr ↓6% YoY | ↑130% QoQ

Revenue: ₹1,39,114 Cr ↑26% YoY | ↓4% QoQ

Other Income: ₹462 Cr vs ₹522 Cr YoY | ↓25% QoQ

HPCL Q2 FY27

EBITDA: ₹8,934 Cr vs ₹1,626 Cr loss QoQ | ↑30% YoY

EBITDA Margin: 6.64% vs -11.58% QoQ | 6.8% YoY

PAISALO:

CO DOUBLING AUM FROM ₹7,265.9 CR TO ~₹13,415 CR BY FY30 REQUIRES A COMPOUND ANNUAL GROWTH RATE OF ~23-25%, BELOW THE CURRENT 33% AUM GROWTH TRAJECTORY.

HOWEVER, SUSTAINING 6% NIM WHILE FINANCE COSTS GREW 33% YOY DUE TO LATE FUND DEPLOYMENT REQUIRES RAPID SECOND-HALF ASSET CONVERSION WITHOUT DILUTING CREDIT STANDARDS.

CYIENT Q2 FY27 (CONS.)

Net Profit: ₹132.50 Cr ↓7.28% YoY | ↑21.90% QoQ

Revenue: ₹2,235 Cr ↑25.49% YoY | ↑7.67% QoQ

EBIT: ₹228.40 Cr ↑55.80% YoY | ↑22.07% QoQ

EBIT Margin: 10.22% vs 8.23% YoY | 9.01% QoQ

COLGATE-PALMOLIVE Q2 FY27 (STANDALONE)

Net Profit: ₹342 Cr ↑4% YoY | Flat QoQ

Revenue: ₹1,706 Cr ↑12% YoY | ↑6% QoQ

Operating Profit: ₹473 Cr ↑2% YoY | ↓2% QoQ

Operating Profit Margin: 27.8% vs 30.6% YoY | 30.1% QoQ

COLGATE Q2 FY27 : RESULTS VS ESTIMATES

🔴 Net Profit: ₹341.5 Cr vs ₹367 Cr estimated — Miss by 6.95%

🔴 Revenue: ₹1,705.7 Cr vs ₹1,734 Cr estimated — Miss by 1.63%

🔴 EBITDA: ₹474 Cr vs ₹518 Cr estimated — Miss by 8.49%

🔴 EBITDA Margin: 28% vs 30% estimated — Miss by 200 bps

Rallis India Ltd – Q2 FY27 FINANCIAL RESULTS HIGHLIGHTS

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

- Q2 Revenue: INR 858 Cr (vs INR 861 Cr in Q2FY26)

- Q2 EBITDA: INR 126 Cr (vs INR 154 Cr in Q2FY26)

- Q2 PAT: INR 85 Cr (vs INR 102 Cr in Q2FY26)

- H1 PAT: INR 210 Cr (vs INR 197 Cr in H1FY26)

- Soil & Plant Health revenue: Increased 22% YoY in Q2

- Seeds revenue: Decreased 31% YoY in Q2

ORIENT CEMENT Q2 FY27 STANDALONE RESULTS

• Net Profit: ₹32 Cr ↓35% YoY, ↓58% QoQ

• Revenue: ₹565 Cr ↓12% YoY, ↓6% QoQ

• EBITDA: ₹75 Cr ↓55% YoY, ↓48% QoQ

• EBITDA Margin: 13.3% vs 25.7% YoY, 23.8% QoQ

NUVOCO VISTAS Q2 FY27 CONSOLIDATED RESULTS

• Net Profit: ₹65 Cr ↑78% YoY, ↓59% QoQ

• Revenue: ₹2,790 Cr ↑14% YoY, ↓11% QoQ

• EBITDA: ₹408 Cr ↑11% YoY, ↓28% QoQ

• EBITDA Margin: 14.6% vs 14.9% YoY, 18.2% QoQ

SAGILITY Q2 FY27 (CONS.)

Net Profit: ₹284 Cr ↑13.15% YoY | ↑30.88% QoQ

Revenue: ₹2,032 Cr ↑22.56% YoY | ↑3.51% QoQ

EBITDA: ₹512 Cr ↑23.37% YoY | ↑16.89% QoQ

EBITDA Margin: 25.20% vs 25.03% YoY | 22.31% QoQ

PITTI ENGINEERING Q2 FY27 (STANDALONE)

Net Profit: ₹34 Cr ↓15% YoY | ↑15% QoQ

Revenue: ₹578 Cr ↑21% YoY | ↑9% QoQ

EBITDA: ₹89 Cr ↑14% YoY | ↑3% QoQ

EBITDA Margin: 15.4% vs 16.3% YoY | 16.3% QoQ

BLUESTONE JEWELLERY Q2 FY27 (CONS.)

Net Profit: ₹4.37 Cr loss vs ₹52.10 Cr loss YoY | ₹5.96 Cr profit QoQ

Revenue: ₹745.03 Cr ↑45.05% YoY | ↑1.11% QoQ

EBITDA: ₹94.90 Cr ↑127.67% YoY | ↓12.00% QoQ

EBITDA Margin: 12.74% vs 8.12% YoY | 14.64% QoQ

HPCL Q2 FY27 : ACTUAL VS ESTIMATES

🟢 NET PROFIT
Actual: ₹3,482.6 Cr
Estimates: Loss of ₹5,864 Cr
Beat by ₹9,346.6 Cr

🔴 REVENUE
Actual: ₹1.30 Lakh Cr
Estimates: ₹1.40 Lakh Cr
Miss by 7.14%

🟢 EBITDA
Actual: ₹9,075 Cr
Estimates: Loss of ₹4,913 Cr
Beat by ₹13,988 Cr

FEDERAL COMMUNICATIONS COMMISSION BLOCKS TWO DEVICES FROM THE US MARKET THAT CONTAIN CHINESE-MADE SURVEILLANCE CHIPS PRODUCED BY A SUBSIDIARY OF HUAWEI