IEX Q2 FY27 Result Analysis

By | October 29, 2026 9:08 pm

1. Executive Summary: The Headline Steady, in-line operational quarter with solid volume-driven growth. Consolidated PAT rose 12.9% YoY to ₹139.2 cr; revenue from operations increased 8.5% to ₹167 cr. Electricity trading volumes grew 12.7% to 39.7 BUs, supported by strong national power demand (+11.5% YoY to a record 502 BUs in the quarter).⁠Cnbctv18 Overarching narrative:… Read More »

MOTILALOFS Q2 FY27 Result Analysis

By | October 29, 2026 9:08 pm

1. Executive Summary: The Headline Strong operational quarter with clear quality improvement in the earnings mix. Operating PAT rose 29% YoY to ₹718 cr, driven by Asset Management (PAT +69% to ₹304 cr, now 43% of operating profit). Total PAT including OCI surged to ~₹1,070–1,081 cr (nearly 3–4x YoY), though this was flattered by a… Read More »

SUZLON Q2 FY27 Result Analysis

By | October 29, 2026 9:02 pm

1. Executive Summary: The Headline Mixed bag with strong execution but margin pressure. Consolidated revenue rose 26% YoY / +27% QoQ to ₹4,869 cr on record India deliveries of 710 MW. EBITDA was flat YoY at ₹720 cr (+21% QoQ); reported PAT fell 69% to ₹394 cr due to a high base from prior-year deferred… Read More »

LAURUSLABS Q2 FY27 Result Analysis

By | October 29, 2026 9:02 pm

1. Executive Summary: The Headline Clean beat across the board. Consolidated revenue rose 33.4% YoY to ₹2,206 cr; EBITDA jumped ~78–86% to ₹749–762 cr; PAT more than doubled (+125–127%) to ₹441–442 cr. EBITDA margin expanded sharply to ~34–34.5% from 24.4%.⁠Cnbctv18 Overarching narrative: Strong CDMO momentum (especially small-molecule CDMO +86% YoY to ₹875 cr within total… Read More »

AMBUJACEM Q2 FY27 Result Analysis

By | October 29, 2026 9:02 pm

1. Executive Summary: The Headline Clear operational miss with a severe reported profit drop. Consolidated revenue was essentially flat at ₹9,197 cr (+0.2% YoY); operating EBITDA fell 28% to ₹1,271 cr; reported PAT plunged 90% to ₹236 cr. EBITDA margin contracted sharply to 13.8% from 19.2%.⁠Business-standard Overarching narrative: Seasonal monsoon weakness, elevated fuel/logistics/packaging costs, and… Read More »

ASIANPAINT Q2 FY27 Result Analysis

By | October 29, 2026 9:02 pm

1. Executive Summary: The Headline Mixed bag: solid top-line growth but clear margin and profit miss. Consolidated net sales rose 16.9% YoY to ₹9,954 cr; PBDIT (proxy for operating profit) grew only 3.6% to ₹1,557 cr; PAT after minority interest increased 7.5% to ₹1,068 cr. PBDIT margin contracted ~200 bps to 15.6%.⁠Business-standard Overarching narrative: Healthy… Read More »

TRENT Q2 FY27 Result Analysis

By | October 29, 2026 8:47 pm

1. Executive Summary: The Headline Solid operational beat with clean growth. Consolidated revenue rose 22% YoY to ₹5,873 cr, operating EBITDA surged 37% to ₹785 cr, and PAT increased 25% to ₹468 cr. Standalone revenue grew 23% to ₹5,788 cr with operating EBITDA up 37% to ₹791 cr.⁠Bseindia Overarching narrative: Continued strong execution in the… Read More »

BLUESTARCO Q2 FY27 Result Analysis

By | October 29, 2026 8:44 pm

1. Executive Summary: The Headline Mixed bag with a headline beat aided by one-off. Consolidated revenue rose 21% YoY to ₹2,931 cr, operating profit (EBITDA excl. other income) grew 10.5% to ₹202.6 cr, and PAT increased 25.4% to ₹123.9 cr. However, the PAT beat was flattered by a ₹23 cr exceptional gain from the sale… Read More »

CAMS Q2 FY27 Result Analysis

By | October 29, 2026 8:42 pm

1. Executive Summary: The Headline Solid operational beat with margin expansion. Consolidated operating revenue rose 10% YoY to ₹414.5 cr, EBITDA grew 13.5% to ₹190.9 cr with margin expanding 140 bps to 46.0%, and PAT increased 14.4% to ₹131.5 cr.⁠Nsearchives.nseindia Overarching narrative: Core mutual fund franchise remains resilient (record AUM of ₹58.4 lakh cr, 67%… Read More »