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Earnings & Guidance
AI-read highlights from the latest earnings calls and presentations.
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GuidanceResults YoYRemark
November 2026
BOSCHLTD6 NovRBIC margin pressure may last about one more quarter, then return to earlier marginsRev+59.7%PAT+51.6%+0.2%next day1,48,95556.2Management expects a more modest second half, citing inflation, weak monsoons and tighter interest rates.CEMPRO6 Nov20-25%keptRevenue growth · FY27Rev+26.3%PAT+21.3%+0.1%next day22,77236.5FY27 order inflow target of Rs 25,000 crore to be achieved and may be crossed.; guidance keptCHOLAHLDNG6 Nov3-4 quartersTime for benefits to show in reported numbersRev+18.9%PAT+16.8%+1.5%next day27,4619.9Full benefit of portfolio actions is expected to show in reported numbers in three to four quarters.COHANCE6 NovH2 FY27 expected to deliver year-on-year growth in both revenue and EBITDARev-14.2%PAT-79.5%+1.9%next day18,045380.9Management continues to expect H2 FY27 to show year-on-year growth in revenue and EBITDA.ELGIEQUIP6 NovEurope guided to be marginally profitable, break-even as worst case; guidance maintainedkeptRev+17.2%PAT+5.7%+0.7%next day18,33240.3Metal commodity prices are still rising; Q2 cost increases are not yet passed on, with corrections expected in Q3.; guidance keptFORTIS6 Nov22%EBITDA margin (post-ESOP) · FY27Rev+17.3%PAT-3.0%+0.9%next day57,37755.3FY27 hospital EBITDA margin expected flat at around 22% post-ESOP; no margin guidance for later years due to drug price caps.GLAND6 Nov15%keptFull year revenue growth · FY27Rev+23.3%PAT+58.3%-1.2%next day54,59744.2Full-year FY27 revenue growth guidance kept at 15% on constant currency basis.; guidance keptGLENMARK6 Nov15-20%Revenue growth · Emerging markets · long termRev-31.3%PAT-56.8%+0.2%next day75,06665.3Management expects H2 FY27 cash generation of Rs 700-800 crore, repaying all debt, and gross debt at zero by end FY27.HINDALCO6 NovRs 1,200 CrUnderlying quarterly EBITDA · CopperRev+38.8%PAT+58.9%-0.6%next day2,16,63311.3Copper underlying quarterly EBITDA guided at about Rs 1,200-1,300 crore, led by sulfuric acid prices.HUDCO6 Nov2%Interest spread · long termRev+25.5%PAT+28.3%+2.3%next day34,1227.7Loan book targeted at about Rs 2 lakh crore this year, from Rs 1.86 lakh crore now.IKS6 NovRs 3,000 CrTrue North EBITDA target · FY30Rev+103.9%PAT+20.4%+1.9%next day28,62035.7Management expects legacy IKS to keep growing faster than the 12% industry, in constant currency.IRB6 Nov14%Cash ROERev+8.3%PAT+84.9%+1.9%next day22,97221.4Management says it is on track to reach a Rs 1,40,000 crore asset base by 2030, from about Rs 94,000 crore.MPHASIS6 Nov14.75-15.75%Margin target band · FY27Rev+17.4%PAT+19.6%+0.2%next day46,01923.0FY27 revenue growth guidance raised to low double digits, from high single digits to low double digits.NBCC6 NovRs 13,000-14,000 CrStandalone revenue · FY27Rev+16.7%PAT+34.5%+0.3%next day21,68127.3FY27 standalone revenue guidance of Rs 13,000-14,000 crore was kept.PRESTIGE6 NovRs 36,000 CrkeptPre-sales · Residential · FY27Rev-15.3%PAT-47.9%-1.5%next day72,96178.2FY27 gross collections expected at Rs 24,000-25,000 crore; operating and free cash flow about Rs 9,000 crore each.; guidance keptSAILIFE6 NovCapacity delay not expected to affect FY28 revenue commitmentsRev+22.5%PAT+17.3%-2.3%next day40,465107.6Management expects H2 FY27 to be stronger than H1 and keeps long-term growth and EBITDA projections.SCHNEIDER6 Nov—Rev+19.8%PAT-43.3%+4.8%next day25,130156.0Q2 PAT was Rs 30 crore against Rs 52 crore, mainly due to material costs; management expects operating leverage in H2.TIINDIA6 Nov85%FCF to PAT · long termRev+32.7%PAT+33.4%+0.2%next day44,56666.8Management expects to recover commodity cost increases fully in the next one or two quarters.AADHARHFC5 Nov20%PAT growth · FY27Rev+16.8%PAT+15.7%-2.0%next day19,03816.1Management kept its guidance of 18% to 20% disbursement growth and 20% AUM and PAT growth for FY27.APOLLOHOSP5 NovRs 1,500 CrEBITDA · Apollo HealthCo (integrated business) · FY27Rev+20.8%PAT+32.0%+0.9%next day1,22,43354.6Of 1,395 census beds planned for FY26-27, 520 are commissioned; the rest in 12 to 18 months.APOLLOTYRE5 NovEurope aims for high-teen operating margins over the medium termRev+16.6%PAT+13.3%-0.7%next day26,87715.4Price increases of 13% to 15% taken by October end; full impact expected in Q3.ASTRAL5 NovRs 1,250 CrEBITDA · FY27Rev+26.0%PAT-5.6%-9.7%next day34,25360.3Plumbing guidance of double-digit volume growth and 16%-18% EBITDA margin held; full-year volume target 290,000-300,000 tonnes.AUROPHARMA5 NovRs 8,000-— CrkeptAbsolute EBITDA · FY27Rev+23.9%PAT+32.7%+0.8%next day1,03,98226.1FY27 guidance reiterated: double-digit revenue growth, EBITDA margin above 21% and EBITDA above Rs 8,000 crore.; guidance keptBALKRISIND5 Nov20-25%EBITDA margin · long termRev+45.1%PAT+7.1%+0.3%next day44,39931.2Raw material and freight cost headwinds are expected to continue in the coming quarters; price hikes did not fully pass them on.BERGEPAINT5 Nov15-17%EBITDA margin · long termRev+13.2%PAT+5.1%-5.3%next day55,90445.6Standalone Q2 EBITDA margin was 10.8%; management expects to be close to its 15-17% band in Q3 and possibly Q4.BHARATFORG5 Nov20-25%Revenue growth · K-Drive · long termRev+20.8%PAT-7.8%-0.7%next day84,144123.2India manufacturing is expected to exceed Rs 5,000 crore of sales by end of next year, with margin up at least 200-250 bps.DABUR5 Nov23%Premium portfolio share of revenue · Premium portfolioRev+11.6%PAT+11.7%-1.2%next day67,99633.6Management reiterated full-year double-digit growth guidance.EMAMILTD5 Nov18-20%Revenue growth · H2 FY27Rev+36.0%-0.2%next day18,01224.2Business expected to grow 18%-20% in the second half, all businesses together.EXIDEIND5 Nov12-12.50%EBITDA margin · H2 FY27Rev+21.2%PAT+66.4%-1.4%next day32,30030.9Management aims to keep EBITDA margin within 12%-12.5% for the next two quarters.HAPPYFORGE5 NovCompany expects to meet or exceed its volume growth guidanceRev+32.7%PAT+32.8%-10.0%next day17,75850.5The ultra-heavy component facility and captive solar project are on track and expected to contribute from FY28.IPCALAB5 Nov14-16%Overall growth · FY27Rev+13.8%PAT+32.8%-0.4%next day48,19634.4Overall growth guidance of 14% to 16% and consolidated EBITDA margin guidance of 22% to 23% for FY27 stand unchanged.KPIL5 Nov—Rev+7.3%PAT+20.4%0.0%next day23,05819.5H1 FY27 consolidated revenue excluding Road SPVs and Brazil was Rs 13,391 crore, up 11%.KIRLOSENG5 Nov2 USD bnRevenue goal · FY30Rev+17.2%PAT-17.4%-0.6%next day23,84146.6Management is moving towards a $2 billion goal by FY30 and aims for international to be 30% of the business.KIMS5 NovRs 12-15 CrMonthly revenue · KIMS Trust Hospital, KakinadaRev+39.9%PAT+11.8%-1.1%next day30,547143.8Management said Q2 was the bottom for margins and the trajectory should be upward from here.M&M5 Nov15-20%EPS growth · long termRev+24.8%PAT+24.9%+5.1%next day4,22,67521.8Management kept its commitment of 15-20% EPS growth and an 18% RoE target.PIIND5 Nov47-48%Gross marginRev-9.1%PAT-70.1%-2.0%next day26,40230.1Management now sees gross margin around 49% for the next 2-3 quarters, against an earlier 52%-53% guidance; long-run guidance is 50%-52%.POLYMED5 NovRs 2,300-2,400 CrkeptConsolidated revenue · FY27Rev+30.8%PAT+3.6%+0.6%next day17,16253.9Consolidated FY27 revenue guidance kept at Rs 2,300-2,400 crore; standalone at Rs 1,900-1,950 crore.; guidance keptPREMIERENE5 Nov15%Margin · Transformers · long termRev+43.3%PAT+29.6%+0.8%next day40,62923.0FY27 capex expected around INR2,400 crore; no QIP planned and no promoter block planned.RUBICON5 Nov24%was 23%Operating EBITDA margin · FY27Rev+39.9%PAT+68.0%-4.7%next day28,42787.5Full-year operating EBITDA margin guidance raised to 24% plus, from about 23% plus last quarter.TENNIND5 NovOrder book gives conviction of double-digit growth through FY 2030Rev+34.2%PAT+15.0%-9.5%next day18,48329.6Lifetime order book about INR165,000 million, over 100% of the FY 2030 revenue target.TITAN5 Nov8-9%EBIT margin · CaratLane · long termRev+10.1%PAT+113.7%+3.4%next day4,36,95962.1Jewellery margin target kept at around 11% for FY27; to be revisited after FY27 closes.UNOMINDA5 Nov11%Margin · FY27Rev+38.3%PAT+38.1%-0.7%next day80,05060.7Margin guidance of 11% plus-minus 50 for the full year is held, despite commodity-led dilution.ANTHEM4 Nov20%Specialty Ingredients share of sales · Specialty Ingredients · long termRev+8.0%PAT+21.9%+2.8%next day52,88486.1Management declined to give a full-year number but said it will try to deliver double-digit growth in FY27 and is confident on EBITDA and PAT growth.BIOCON4 NovBiosimilars growth in H2 FY27 expected in double digitsRev+2.2%PAT-51.1%+5.1%next day60,454133.7Management expects H2 FY27 to be stronger than H1, led by biosimilars, generics and Syngene.BSE4 Nov65-70%EBITDA margin · long termRev+34.1%PAT+44.9%+5.2%next day1,59,44651.7BSE will raise transaction, colocation and throttle charges at an appropriate time based on market feedback.LALPATHLAB4 Nov6-7%Patient volume growth · long termRev+19.6%PAT+27.6%-3.1%next day33,71757.8FY27 revenue growth now expected in the high teens, with first half slightly ahead of plan.NYKAA4 Nov10%keptEBITDA margin · Fashion · long termRev+28.1%PAT+192.8%-1.5%next day1,03,201320.0Fashion EBITDA margin long-term guidance kept: high single digits by FY30, 10% plus at steady state.; guidance kept on better marketing efficiency, lower CACsGLAXO4 Nov12-13%Blended growth rate · long termRev+20.8%PAT+30.4%-1.2%next day44,98739.2Management aims for a blended growth rate of about 12% to 13% over the next five years.MEDANTA4 Nov—Rev+33.6%PAT+38.3%-0.9%next day38,70962.8Pipeline to add about 3,450 beds, taking network to over 7,600 beds.INOXINDIA4 Nov18-20%Business growth · long termRev+27.4%PAT+9.1%+3.1%next day17,82968.5Most of the U.S. space order is to be executed in FY27-FY28, with delivery targeted by March 2028.LENSKART4 Nov25%EBITDA pre-Ind-As margin · long termRev+35.7%PAT+122.1%+4.2%next day1,26,526162.2Store additions for FY27 are expected to match what was delivered last year.LLOYDSME4 Nov18%EBITDA margin · Thriveni · FY27Rev+55.4%PAT+82.7%+0.6%next day1,02,04919.5FY27 capex expected around Rs 13,000 crore, with a similar figure next year.LUPIN4 Nov24-25%EBITDA margin · FY27Rev+11.1%PAT-21.8%-1.0%next day92,13917.7FY27 EBITDA margin guidance of around 24-25% kept, with margins likely to moderate in coming quarters.MRPL4 Nov500 outletsRetail outlets · Retail · FY28Rev+37.1%PAT+204.8%-7.2%next day30,9607.0Q2 standalone net profit was Rs 1,881 crore on EBITDA of Rs 3,210 crore, despite a planned shutdown in August.PWL4 Nov30%Revenue growth · FY27Rev+18.2%PAT+101.3%+3.8%next day37,364404.9Management said FY27 revenue growth guidance stays at 30%, with M&A contributing less than 5%.REDINGTON4 Nov25-—%Overall business growth · H2 FY27Rev+47.7%PAT+39.6%-2.8%next day28,07415.1Management said there is no reason to disbelieve H2 growth will be north of 25%, with two caveats: demand contraction from price rises and the West Asia crisis.SOLARINDS4 NovRs 14,000 CrkeptTotal revenue · FY27Rev+69.0%PAT+78.9%-4.5%next day1,74,42977.1Management expects to cross its FY27 revenue guidance of Rs 14,000 crore and defence guidance of Rs 4,500 crore.; guidance keptTORNTPOWER4 NovRs 1,000 CrRecurring EBITDA · Nabha Power · long termRev+24.4%PAT+13.3%+2.5%next day61,98525.6Renewable commissioning of 1 to 1.2 GW expected in FY27 and 1.4 to 1.6 GW in FY28.ZYDUSLIFE4 Nov24%EBITDA margin · FY27Rev+29.2%PAT-26.5%+0.4%next day1,20,29928.8Management maintained its FY27 EBITDA margin guidance of 24% plus despite Saroglitazar launch spending.AEGISLOG3 Nov3,000 Rs/CBMEBITDA per CBM · Liquid Division · FY27Rev-3.5%PAT+45.1%+4.1%next day43,52432.7The Tristar deal is expected to complete in Q4 FY27, subject to approvals.AEGISVOPAK3 Nov3,000 Rs/CBMEBITDA per CBM · Liquid Division · FY27Rev+44.3%PAT+60.5%+2.2%next day29,596104.7Aegis Logistics signed an agreement to buy 89.8% of Tristar Holdings for US$809 million, with completion expected in Q4 FY27.AIAENG3 Nov25,000-30,000 tonnesVolume growth · FY28-FY29Rev+6.2%PAT-10.0%-5.0%next day29,91624.2Management is planning for volume growth of at least 25,000-30,000 tons a year in FY28 and FY29, but says this is not guidance.BAJAJFINSV3 Nov20.80%New business margin · Bajaj Life · long termRev+16.1%PAT+22.9%+2.2%next day3,02,32528.4Bajaj Life VNB grew 40% to Rs 512 crore with NBM at 21.6%; management calls 20.8% rolling NBM a reasonable baseline but does not expect this quarter's expansion to repeat.BEL3 Nov15-20%Revenue growth · FY27Rev+26.5%PAT+19.6%+4.7%next day2,95,90046.2Revenue growth for FY27 is planned at 15% to 20%, with the year-start guidance kept.CARBORUNIV3 Nov15%keptConsolidated sales growth excluding Foskor and AWUKO · FY27Rev+13.2%PAT-83.3%-1.5%next day20,138136.8Consolidated Ceramics FY27 sales growth guidance raised to 25%-28%, and its margin guidance to 22.5%-23.5%.; guidance keptCHOICEIN3 Nov20%ROE · long termRev+35.9%PAT+23.0%+0.1%next day16,36063.9The company expects the money to be put to use in this quarter; MTF book stood at Rs 463 crore.CONCOR3 NovRs 50 CrShipping revenue · Shipping · FY27Rev+1.0%PAT-6.8%+1.4%next day34,21228.1Management is not revising guidance now and will review it in December; it hopes domestic guidance holds for H2.EMCURE3 Nov20%raisedRevenue growth · FY27Rev+24.3%PAT+33.7%+9.3%next day43,90740.2FY27 revenue growth outlook raised to above 20%, from mid-teens earlier.; raisedFLUOROCHEM3 Nov17-20%Annual revenue growth · Fluoropolymers · long termRev+45.5%PAT+35.8%+3.3%next day52,88277.9Fluoropolymers revenue grew 22% year-on-year; management keeps its 17% to 20% annual growth guidance.IGL3 Nov6-7 Rs/SCMkeptEBITDA per SCM · FY28Rev+26.3%PAT-93.3%+2.7%next day20,06820.1Next-year EBITDA guidance of about Rs 6-7 per SCM was maintained.; guidance kept on expects geopolitics to ease; long-term contracts in placeJYOTICNC3 Nov25%keptEBITDA margin · FY27Rev+18.5%PAT-15.1%+7.0%next day24,38078.9Management expects to reach a 25% EBITDA margin by the end of FY27.; guidance keptMAXHEALTH3 NovRs 40-50 CrGreenfield EBITDA loss · Sector-56, GurgaonRev+20.3%PAT-15.5%+3.5%next day92,10466.7Top line growth expected to accelerate as chemotherapy impact laps a lower base.MINDACORP3 Nov3-4 xFixed asset turnover · TFT display module · long termRev+42.6%PAT+69.1%-0.9%next day17,29430.9About Rs 200 crore to be invested in phases in a TFT display module plant, SOP in about 18 months.NATIONALUM3 NovRs 100 CrProfit addition from techno-economics · H2 FY27Rev+26.3%PAT+28.3%+2.7%next day61,1788.55th Stream refinery production is planned from the last week of December or early January; about 0.75-0.8 million tonnes expected next year.NEULANDLAB3 Nov6-9 monthsTime to PPQ-related peptide revenue · PeptidesRev-12.6%PAT-46.7%+0.8%next day26,84459.3Management said growth expectations remain intact for FY27 and FY28 but declined to give a figure.PETRONET3 Nov—Rev-34.6%PAT+51.3%+2.6%next day50,25010.8H1 capex was Rs 1,626 crore; capex expected to rise in H2 with major orders placed.POWERGRID3 NovRs 37,000-40,000 Crwas ₹37,000 CrFY27Rev+3.0%PAT+8.4%+1.0%next day2,41,30414.9FY27 capex guidance moved up from Rs 37,000 crore to Rs 37,000-40,000 crore.SBIN3 Nov15%Return on equity · long termNII+13.5%PAT+20.0%+0.9%next day10,02,92311.1Credit growth guidance of 14-15% for FY27 kept, with H2 seen as the busy season.TBOTEK3 Nov1-1.20%Air GP · Air · long termRev+52.5%PAT+12.5%-4.3%next day17,60464.5Management expects a tough Q3 and aims for some year-on-year top-line and bottom-line growth, called a stretch target.AARTIIND2 Nov15-20%Tax rate · FY27-FY28Rev+74.7%PAT+58.8%+2.4%next day17,55229.6Management says it has line of sight to its FY28 EBITDA guidance range; next year's guidance to come near year end.CDSL2 Nov—Rev+23.7%PAT+24.0%+5.4%next day30,41060.2Management said it will keep investing in technology and people.ESCORTS2 NovExports flattish this year at best; recovery possible next fiscal yearRev+16.2%PAT-21.4%+0.7%next day27,18120.7Margin pressure is expected to continue in H2, with recovery expected from Q4.GABRIEL2 NovRs 1,000-1,500 CrConsolidated capex · long termRev+36.2%PAT+78.3%-3.0%next day29,08782.7Consolidated capex is expected to run at Rs 1,000 to 1,500 crore.GRANULES2 Nov50%Capacity utilisation · Genome Valley · FY27Rev+20.3%PAT+39.2%-2.8%next day20,82729.2INR2,000 crore growth capex planned over 3-4 years, largely for peptide CDMO capacity in Zurich and India.ITC2 Nov—Rev+43.9%PAT-18.7%+2.8%next day3,55,90818.8Wood prices remain elevated but are expected to moderate going forward.LICHSGFIN2 Nov8-10%AUM growthRev+0.2%PAT+11.7%+1.9%next day31,8495.4NIM guided at 2.5% to 2.6% for the year; Q2 FY27 NIM was 2.58%.LODHA2 Nov20%Profit growth · FY27Rev+17.6%PAT+28.4%+5.8%next day1,22,51828.2FY27 pre-sales expected at about INR 24,000 crore, with a data center land sale of about INR 1,500 crore in Q4.MARICO2 Nov13-14%Revenue CAGR · FY29Rev+11.9%PAT+31.0%+10.0%next day1,17,27758.1FY27 EBITDA growth guidance raised to mid-twenties from about 20%, at least 24-25%.NH2 Nov4-5%ROCE dilution from U.K. · U.K.Rev+73.0%PAT+16.5%+2.0%next day37,60443.5India business margin rose to more than 26%; management does not target or guide on margins.SHYAMMETL2 Nov14.50-16%EBITDA margin · long termRev+33.7%+2.4%next day36,67526.7Balance planned capex of about Rs 8,864 crore to be spent over 2 to 3 years from internal accruals.SHRIPISTON2 Nov7-8%Growth CAGR · Pistons · FY28-FY29Rev+62.1%PAT+13.3%+2.3%next day19,94034.2Management expects piston growth to tone down to a 7% to 8% CAGR over the next 2 years.SYRMA2 Nov40-45%Revenue growth · FY27Rev+73.6%PAT+87.2%-1.4%next day29,06063.3FY27 revenue growth guidance raised to 40% to 45%, about Rs 7,000 crore of revenue.UPL2 Nov7-11%Revenue growth · FY27Rev-1.3%PAT-23.9%+0.3%next day46,93224.9FY27 guidance of 7% to 11% revenue growth and 10% to 14% EBITDA growth is kept.October 2026
IOC31 OctTerra Clean expected to turn EBITDA positive in FY2029-30Rev+29.8%PAT+173.8%+3.4%next day2,06,4104.4Capex is expected to stay at Rs 30,000-40,000 crore a year over the next 4 to 5 years.MUTHOOTFIN31 Oct—Rev+37.3%PAT+34.1%+4.4%next day1,17,7479.7Standalone loan AUM was Rs 1,878,103 Mn at Sep-26, up 42% YoY and 9% QoQ.NTPC31 Oct8 GWwas 9.5 GWGroup capacity addition · FY27Rev+21.2%PAT+38.7%+2.1%next day3,13,20210.5Group targets about 9.6 GW of capacity addition in FY28 and 10,877 MW in FY29.; cut from 9.5 GWPHOENIXLTD31 Oct14-15%Rental growth · Retail · FY27-FY28Rev+3.4%PAT+7.1%+3.0%next day81,98063.0Management expects to cross its 15% FY27 retail rental growth guidance; the 14%-15% guidance for FY27 and FY28 is unchanged.ABCAPITAL30 Oct20%Individual FYP growth · Life InsuranceRev+32.2%PAT+50.6%+2.4%next day1,14,84525.3Life insurance aims to grow individual first year premium at 20%+ CAGR over three years, with VNB margin above 20%.AETHER30 Oct30-—%EBITDA margin · long termRev+26.2%PAT+26.0%-5.8%next day22,42390.0FY27 capex is expected at Rs 350 to 370 crore, not more.BANKBARODA30 Oct15-16%Return on equity · FY27NII+9.4%PAT+31.2%+2.7%next day1,42,8077.3FY27 credit growth guidance raised from 12-14% to 13-15%, deposit growth guidance from 10-12% to 11-13%.BLUESTARCO30 OctRs 20,000 CrRevenue · FY30Rev+21.0%PAT+25.2%-2.1%next day32,53960.9Unitary Products (segment 2) margin target of at least 6.5% for FY27; Q2 segment margin was 2.3%.BRIGADE30 OctRs 1,700 CrOverall rental income · Leasing · FY29Rev-13.5%PAT+19.2%-0.1%next day18,29325.2FY27 presales guidance of Rs 9,000 crore was reiterated; about Rs 7,000 crore is planned for H2.CAMS30 Oct100-200 bpsMargin expansion · long termRev+10.0%PAT+14.4%+1.8%next day18,45736.1Asset-based yield decline guidance of around 3% a year held; no large discounts given or expected in the next few quarters.DEEPAKNTR30 Oct14-15%EBIT margin · Advanced Intermediates · FY28Rev+61.8%PAT+235.0%+0.8%next day22,16720.9Management expects Advanced Intermediates EBIT of about INR 400-420 crore next year, at about 14% to 15% EBIT margin.DELHIVERY30 OctRs 240-250 CrARR · Delhivery Local · FY27Rev+19.8%+5.9%next day33,006178.8Express volume growth is running beyond the upper end of the 20-30% FY27 guidance.DIXON30 OctRs 15,000-20,000 CrIT hardware revenue · IT hardware · long termRev+46.7%PAT-48.7%+12.0%next day79,47351.2Margins were hit by the end of mobile PLI 1 and higher memory prices passed through in selling prices.ENGINERSIN30 Oct10%Revenue growth · long termRev-10.5%PAT+135.6%+15.0%next day17,28619.3FY28 order inflow guided at a minimum of Rs 8,000-8,100 crore.GVT&D30 Oct30%Revenue growthRev+31.8%PAT+44.0%+3.9%next day1,07,54074.8Mid-20s EBITDA margin guidance kept for FY27; Q2 EBITDA was 27.1% of revenue.MSUMI30 OctCompany does not give margin guidance, citing its many programsRev+46.8%PAT+35.1%+10.4%next day25,79137.6The Chairman said better numbers will be reported within this financial year as copper and wage costs are recovered.MTARTECH30 Oct80%Revenue growth · FY27Rev+483.3%-4.8%next day18,44097.3FY27 guidance of 80% revenue growth and 24% EBITDA margin kept; management expects to beat it.NAVINFLUOR30 Oct20-25%Annual growth rate · long termRev+57.0%PAT+81.5%-3.2%next day51,13356.2Long-term EBITDA margin guidance of 30% kept; FY27 margins to be in the first-half range.POLICYBZR30 Oct40-45 Rs Cr per monthMonthly revenue run rate · PB HealthRev+35.0%PAT+42.7%-6.9%next day48,59460.3Q2 insurance premium was Rs 9,385 Cr, up 38%, with over Rs 40,000 Cr expected this year.RELIANCE30 OctRs 80,000 CrAnnualised EBITDA · O2C · FY27Rev+28.6%PAT+40.6%+11.6%next day18,12,95422.1New energy revenue and earnings are expected from FY2028; solar modules to reach 20 GW early next year.SUNPHARMA30 OctRevenue guidance given at start of year kept unchangedkeptRev+11.9%PAT-36.2%-0.4%next day4,52,27541.2Management said it will stick to the revenue guidance given at the start of the year.; guidance keptTIMKEN30 Oct70-75%Plant utilisation · Bharuch · FY27Rev+27.6%PAT+35.1%+5.8%next day23,29451.4Bharuch plant ran at about 60% utilisation on average, with Q2 revenue close to INR 75 crore.VBL30 Oct20%GrowthRev+33.2%PAT+13.5%+1.3%next day1,47,13942.4Gross margin fell 334 bps to 53.1%, mainly on packaging costs; management says it has likely troughed.WELCORP30 OctRs 2,850 CrEBITDA · FY27Rev+6.2%PAT+13.4%-1.1%next day56,87124.0FY27 EBITDA guidance is Rs 2,850 crore; management expects to achieve, if not exceed, it.WELSPUNLIV30 Oct20%Growth in this region · long termRev+16.3%PAT+1202.8%+10.6%next day23,39453.9Management said it is tracking the growth and EBITDA margin guidance given at the start of the year.ACC29 Oct75%Capacity utilisation · FY27Rev-4.1%PAT-91.7%-2.0%next day23,29726.4Volumes expected to grow ahead of the industry in H2 FY27, in high single digits.ACMESOLAR29 Oct5 GWCapacity wonRev+89.6%PAT+133.2%-2.6%next day29,62539.1FY27 BESS commissioning guidance raised from 10 GWh to more than 12 GWh.AMBUJACEM29 Oct75%Exit capacity utilisation · FY27Rev+0.2%PAT-89.1%-1.9%next day96,75934.5Volumes expected to grow ahead of the industry in H2 FY27, at a higher single digit.APARINDS29 Oct25%Revenue growth · Cables · FY27Rev+21.3%PAT+77.7%-1.1%next day60,12043.7About Rs 800 crore of conductors and cables were in transit to the US on DDP terms, expected to be recognised in Q3.ASIANPAINT29 Oct18-20%keptEBITDA margin · FY27Rev+16.9%PAT+7.5%+0.8%next day2,43,30150.3Management expects to hold the 18% to 20% EBITDA margin band for the year.; guidance keptCGCL29 OctRs 1,600 CrProfit after tax · FY27Rev+59.2%PAT+77.3%-0.6%next day23,63218.0FY27 AUM guidance kept at about Rs 50,000 crore; FY27 profit after tax expected at about Rs 1,600 crore.CRAFTSMAN29 Oct15%Growth CAGR · long termRev+47.1%PAT+68.6%-5.2%next day28,63154.3Management expects about Rs 1,850 crore EBITDA next year, after which capex can be self-funded.FSL29 Oct10.50-13%was 10–13%Constant currency revenue growth · FY27Rev+22.2%PAT+29.7%-4.4%next day20,05227.7FY27 constant currency revenue growth guidance raised to 10.5%-13% from 10%-13%.GMRAIRPORT29 Oct15%Non-aero revenue growth · Non-aero · long termRev+11.6%-0.4%next day1,05,695211.3Second-half FY27 traffic expected about 10% above the first half; full year up about 3-4%.GODREJCP29 OctFY27 guidance held: double-digit consolidated revenue growthRev+15.4%PAT+13.8%-2.3%next day89,69345.4FY27 guidance held: high single-digit standalone volume growth, double-digit consolidated revenue and EBITDA growth.HEROMOTOCO29 Oct14-16%EBITDA margin · long termRev+22.5%PAT+42.2%+1.2%next day1,06,91517.8EBITDA margin was 13.4%; Q3 margins expected stable; 14-16% target held for the medium term.HEXT29 Oct40 bpsOperating margin improvement from Netherlands restructuring · long termRev+1.6%-6.8%next day30,33121.6Q3 revenue was $412 million, up 1.6% sequentially, below company expectations due to a GSE client and slow large deals.INDIGO29 Oct25%PRASK growth · Q3 FY27Rev+25.9%+4.3%next day2,18,853LossPRASK guided to grow more than 25% year-on-year in Q3, after 31% growth in Q2.KPRMILL29 Oct—Rev+18.9%PAT+58.2%+2.9%next day39,30237.8Operating cash flow in H1 FY27 was Rs 1,448.71 crore; capex on property, plant and equipment Rs 76.77 crore.LAURUSLABS29 Oct30%keptEBITDA margin · FY27Rev+33.4%PAT+126.4%+7.2%next day1,29,67596.8Management kept its guidance of over 60% gross margin and over 30% EBITDA margin.; guidance keptPIDILITIND29 Oct20-24%EBITDA margin · H2 FY27Rev+20.9%PAT+6.1%+2.8%next day1,60,79459.9Management expects H2 FY27 EBITDA margin within its 20% to 24% corridor, ideally at the higher end.PINELABS29 Oct23-23.50%Revenue growth · FY27Rev+24.0%PAT+546.1%-6.7%next day20,296126.9Management expects FY27 revenue growth above the 23%-23.5% it guided at the start of the year.RRKABEL29 Oct9.50%keptEBIT margin · Wires and cables · FY27Rev+51.8%PAT+55.3%-3.2%next day22,03132.8Full-year wires and cables volume growth expected at around 14-15%, trimmed from 16-18% earlier.; guidance keptRECLTD29 Oct10-12%Loan book growth · FY27Rev-1.0%PAT-21.2%-3.6%next day80,2085.3Loan book growth for FY27 is guided at 10% to 12%; H1 growth was 6%.SCHAEFFLER29 Oct80-85%Share of cost inflation recoveredRev+27.4%PAT+21.0%+1.0%next day55,47142.2Raw material impact is about 1.1% of quarterly sales; 50% recovered, 80-85% expected to be recovered.SUZLON29 Oct15%was 17%EBITDA margin · FY27Rev+26.0%PAT-69.2%-7.9%next day53,41523.6FY27 EBITDA margin guided at 15% plus up to 1% upside, down from about 17% earlier.TRENT29 OctAnnual pace of new store openings expected to remain broadly consistentRev+21.9%PAT+23.1%+5.4%next day1,69,56889.4Annual new store openings expected to stay broadly consistentADANIENT28 Oct4-6%Copper operating margin · Copper · long termRev+75.1%PAT-53.4%+5.2%next day3,71,04364.7Capex run rate guided at Rs 35,000-40,000 crore a year for the next couple of years, led by airports, data centers and PVC.ADANIPORTS28 OctRs 44,000-46,000 CrraisedRevenue · FY27Rev+23.7%PAT+16.5%+6.3%next day4,44,66433.1FY27 revenue guidance raised by Rs 1,000 crore to Rs 44,000-46,000 crore.; raisedABDL28 Oct300 bpsEBITDA margin benefit · FY28Rev+6.8%PAT+11.2%+1.1%next day21,20292.9Topline growth expected in line with stated mid-teens guidance; FY27 EBITDA margin expected broadly in line with FY26.ANANTRAJ28 OctRs 2,180 CrEstimated project revenue · Real Estate · long termRev+4.9%PAT+13.6%0.0%next day17,44529.2Data centre IT load capacity targeted at 63 MW by end of FY27 and 357 MW by FY32.BANDHANBNK28 Oct1.20-1.40%keptQ4 exit ROA · Q4 FY27NII+14.4%PAT+455.8%+4.2%next day28,32115.2Full-year FY27 loan growth target of around 14% maintained.; guidance keptCHOLAFIN28 Oct25%Growth · FY27Rev+25.4%PAT+40.6%+3.8%next day1,59,02725.6Board approved raising up to Rs 5,000 crore of capital, possibly over the next six to nine months.CUB28 Oct1.60-1.65%ROA · FY27NII+30.9%PAT+26.6%+5.5%next day23,37215.7NIM guided at 3.85% to 3.95% for Q3 and Q4, up from the earlier 3.7% to 3.75% expectation.HINDUNILVR28 Oct22-24%EBITDA margin · long termRev+12.2%PAT+3.9%+2.3%next day4,63,80943.8Medium-term EBITDA margin expected within the 22% to 24% range; Q2 EBITDA margin was 22.6%.HYUNDAI28 Oct11%EBITDA margin · FY27Rev+18.5%PAT-23.9%+3.0%next day1,70,87737.4Management says it is on track for 8-10% domestic sales growth in FY27.INDUSTOWER28 Oct—Rev+4.0%PAT-2.5%+2.9%next day1,02,08414.4Q2 revenue was INR85.2 billion and EBITDA INR46.3 billion, with EBITDA margin at 54.4%.NAUKRI28 Oct14-15%Business growth · RecruitmentRev+12.2%PAT+51.6%-1.4%next day77,16243.8Management says the recruitment business is growing at 14-15% and sets sales targets at that level.JSWCEMENT28 Oct650-700 Rs/tonNorth EBITDA per ton · North · FY27Rev+33.1%PAT-1.2%+0.5%next day17,12822.6North cost expected to fall by Rs 550-600 a ton from WHRS, AFR and overland conveyor.JSWENERGY28 Oct30 GWTotal capacity target · FY30Rev+23.0%PAT+49.9%+5.6%next day95,27741.1Management is confident of commissioning 3 GW of renewable capacity in FY27, with planned capex of about Rs 20,000 crore.MFSL28 Oct25-26%VNB margin · FY27Rev+18.5%PAT+1839.8%-1.0%next day47,453246.9VNB margin guidance range of 25% to 26% held, with FY27 now seen closer to 26%.PNBHOUSING28 Oct2.40%keptROA · FY27Rev+13.9%PAT+6.0%-1.1%next day29,61212.6Loan growth guidance of 18% to 20% is kept; loan book grew 19% YoY to Rs 95,079 crore.; guidance keptRADICO28 Oct20%EBITDA margin · FY27Rev+10.4%PAT+66.5%+2.4%next day62,14478.0Prestige & Above volume growth guidance raised to 30% for FY27.STARHEALTH28 Oct20%Fresh business growth · Fresh business · FY27PAT+382.3%+2.5%next day33,60731.9Management says headline growth will normalise in H2 as last year's GST-led growth enters the base.SAIL28 Oct11,000-12,000 Rs/tonneEBITDA per ton · H2 FY27Rev+19.8%PAT+318.1%-0.6%next day73,39913.1FY27 sales volume guidance is now about 21 million tons, down from 22 million tons.TVSMOTOR28 Oct15,000 unitsRonin sales volume · RoninRev+38.6%PAT+50.2%+0.9%next day2,13,78955.9Demerger expected to take 8 to 10 months; appointed date July 2027, after NBFC consolidation by March or April 2027.VEDL28 Oct0.50-0.60 $ bnZinc India · FY27Rev-33.9%PAT+103.0%+0.6%next day1,01,82710.5FY27 Zinc India guidance: mined metal 1,140-1,160 kt, silver 670-690 tonnes.VAML28 Oct5 USD billionEBITDA run rate · FY27Rev+41.0%-2.9%next day1,49,533—Management expects to exit FY27 at an EBITDA run rate of $5 billion at current LME.WAAREEENER28 OctRs 90,000-1,00,000 CrRevenue · long termRev+23.9%PAT-14.7%+3.6%next day73,98419.8FY27 operating EBITDA guidance of Rs 7,000-7,700 crore kept; H2 to be about 55-60% of it.ACUTAAS27 Oct30%was 25%Revenue growth · FY27Rev+42.7%PAT+73.3%-2.2%next day32,71774.5FY27 revenue growth guidance raised from 25% to around 30%.AWL27 OctRs 85,000 CrRevenue · FY27Rev+26.1%PAT-2.3%-6.2%next day21,85919.0Management expects FY27 revenue close to INR85,000 crores and EBITDA close to INR2,600 crores, about 3% margin.BAJAJ-AUTO27 Oct18%PLI incentive rate on EV revenues · EV · H2 FY27Rev+59.7%PAT+61.9%+0.9%next day3,00,77323.0Management aims to sustain exports at about 7,50,000 units a quarter.CIPLA27 Oct18.50-20%EBITDA margin · FY27Rev-2.4%PAT-35.1%+1.2%next day1,13,77139.3Guidance kept for North America to exit FY27 at a $1 billion annualized revenue run rate.INDUSINDBK27 Oct1%Exit RoA · FY27NII+3.6%+2.1%next day72,56524.2Deposits grew 10% and advances 11% YoY; the bank expects to grow loans in line with the market.JKCEMENT27 OctRs 100 CrRMC quarterly revenue · RMC · FY27Rev+23.7%PAT+7.8%+1.8%next day40,62842.4FY27 volume guidance of 23 million tonnes kept; management will not commit to 24 million tonnes.JSWINFRA27 OctRs 2,950-3,000 CrEBITDA · FY27Rev+17.0%PAT-12.0%-0.8%next day79,69855.3FY27 total EBITDA targeted at about Rs 2,950-3,000 crore; port EBITDA seen at Rs 2,550-2,560 crore instead of Rs 2,600 crore.LT27 Oct10-12%Revenue growth · FY27Rev+15.8%PAT+32.5%+3.7%next day5,72,26232.0Order inflow guidance of 10% to 12% growth for FY27 held with confidence.MARUTI27 Oct—Rev+26.0%PAT-26.4%+1.1%next day4,09,47830.4Q2 FY27 sales volume rose 26.5% YoY to 696,654 units; net sales rose 26.1%.PAYTM27 Oct2.50 bpsIncremental profit from UPI MDR · PaymentsRev+28.5%PAT+976.2%+1.9%next day1,23,510144.5EBITDA is expected to keep rising next quarter despite a returning lender's DLG charge.ONESOURCE27 Oct400 USD millionRevenue · FY28Rev+37.0%-0.8%next day18,577LossFY28 outlook of $400 million revenue and $160 million EBITDA was reaffirmed.PPLPHARMA27 Oct19-20%raisedRevenue growth · FY27Rev+28.1%+17.1%next day32,627LossFY27 revenue growth outlook raised to 19% to 20%, with meaningfully higher profitability expected.; raisedSBILIFE27 Oct14-15%keptIndividual rated premium growth · FY27PAT+11.0%+2.1%next day1,82,55968.7Management kept its FY27 individual rated premium growth guidance of 14% to 15% after 12% growth in H1.; guidance keptSUMICHEM27 Oct20%EBITDA margin objective (equal to or more than) · long termRev-2.4%PAT-11.5%-1.2%next day17,80231.9Q2 gross margin 40.7% and EBITDA margin 20.5%, hit by higher-cost inventory; company targets EBITDA margin of 20% or more.SYNGENE27 Oct—Rev-8.6%PAT-52.0%+12.2%next day18,07697.1Process development for the Bayview contract starts in India this year, with drug-substance manufacturing at Bayview next year.TATACAP27 Oct23-25%Loan growth · FY27Rev+20.7%PAT+51.3%+2.9%next day1,51,39325.4Management expects growth of about 23% to 25% for FY27 and over the FY25-FY28 period.ADANIPOWER26 Oct65%PLF · long termRev+44.5%PAT+134.3%+1.1%next day4,00,92922.0First 660 MW Korba Phase-II unit is grid synchronised; Mahan Phase-II targeted for early FY28.APLAPOLLO26 Oct20%Absolute EBITDA growth · FY27Rev+34.5%PAT+26.8%+6.5%next day61,79847.2Absolute EBITDA growth of 20% guided for FY27; EBITDA to cross Rs 2,200 crore this year.ATHERENERG26 Oct6-7%Konarc gross margin advantage over Rizta · Konarc · long termRev+62.9%+6.3%next day76,174LossNo more price hikes in Q3; Konarc is expected to have 6-7% better gross margin than Rizta in the long term.MAHABANK26 Oct18%Credit growthNII+21.8%PAT+28.0%+5.1%next day70,6018.8Management said every guidance number set for the year has been met.CASTROLIND26 Oct21-24%EBITDA margin · long termRev+27.0%PAT-23.0%-1.0%next day18,88718.7Management will run the business within a 21% to 24% EBITDA frame, but expects to be out of that range in the medium term.DALBHARAT26 Oct1,000 Rs/tonneEBITDA per ton · FY27Rev+4.3%PAT-187.7%-6.6%next day27,88257.1Central India (Jaypee) assets targeted at 35-40% utilisation by end FY27 and breakeven in Q4 FY27.ITCHOTELS26 Oct22,000 keysOperating keys · long termRev+25.6%PAT+51.4%+1.2%next day36,53439.2Company targets an operating footprint of 22,000+ keys by 2031, with ~15,000 managed keys.KAJARIACER26 Oct19%Margin · long termRev+23.8%PAT+42.5%+2.3%next day18,80431.2Management aims for 10% volume growth for the remaining 9 months of FY27 and double-digit growth in H2.MANKIND26 Oct25.50-26.50%keptEBITDA margin · FY27Rev+17.3%PAT+39.1%+8.2%next day1,08,98648.5FY27 EBITDA margin guidance kept at 25.5% to 26.5%.; guidance keptNETWEB26 Oct30-40%Revenue growth (CAGR) · long termRev+335.7%PAT+334.8%+1.5%next day24,68267.5Management is targeting FY27 revenue of Rs 4,000 crore.SONACOMS26 Oct23-25%EBITDA margin · long termRev+35.2%PAT+29.3%+8.9%next day57,79477.9Denso JV 1 is targeted to close by end of December, possibly January; JV2 in 1st half of calendar 2027.SUPREMEIND26 OctRs 13,500-14,000 CrRevenue · FY27Rev+40.4%PAT+59.3%+1.5%next day42,42737.5Company-wide volume growth of about 10% is expected for FY27.TATACONSUM26 Oct50-70 bpsMargin expansion · FY27Rev+14.0%PAT+16.0%+6.8%next day1,07,41263.2Management aims for India food and beverage EBITDA near 17% in about 3 years.AUBANK24 Oct2-2.50 xGrowth as a multiple of nominal GDP growth · long termNII+31.5%PAT+52.9%-6.8%next day73,54823.3Credit cost guidance is close to 90 bps; H1 credit cost was about 73-74 bps.IDFCFIRSTB24 OctRs 1,000 CrQuarterly profit after tax · long termNII+21.0%PAT+201.7%-0.8%next day69,77923.2NIM fell to 5.58% mainly due to FCNR; management expects about 5.8% by Q4 and around 5.8% in FY28.KOTAKBANK24 Oct1.50-2 x nominal GDP growthLoan growth as multiple of nominal GDP growth · long termNII+13.3%PAT+26.3%+2.4%next day4,87,83322.7Remaining FCNR(B) funds are to be deployed into customer assets over the next few quarters.ADANIENSOL23 Oct0.80-1 Rs/unitLong-term tie-up margin · Energy Solutions · long termRev+52.8%PAT+147.7%+3.1%next day1,75,38447.3Transmission capex for FY27 is guided at about Rs 14,000 crore, with Rs 8,000-9,000 crore in the second half.ATGL23 Oct80-90 stationsCNG stations to be added · CNG · FY27Rev+33.8%PAT+6.0%+0.5%next day63,83399.4Company targets 80 to 90 new CNG stations this year, after 68 last year.BANKINDIA23 OctRs 12,000 CrProfit · FY27NII+18.6%PAT+28.4%-3.6%next day68,9325.5FY27 guidance: global advances to grow 15-16% and global deposits 16-17%.CGPOWER23 OctRs 1,000 CrCore business capex · FY27Rev+30.1%PAT+44.9%+2.4%next day1,29,46394.3Core capex is expected to touch about Rs 1,000 crore in FY27 and Rs 700-800 crore in FY28.CRISIL23 Oct—Rev+20.2%+0.6%next day31,83535.5Q3 2026 income from operations rose 20.2%, PBT 5.3% and PAT 5.9% on year.DRREDDY23 Oct—Rev-1.5%PAT-31.3%+6.6%next day1,15,73741.3Q1 FY27 carried a Rs 240 crore provision for the semaglutide API issue; company says it is on track to resolve it.GODREJPROP23 Oct20%Reported ROE · FY28Rev+161.4%PAT-61.9%+1.9%next day56,61642.0H2 FY27 expected cash collection of Rs 15,000 crore and operating cash flow of Rs 7,000 croreHINDPETRO23 Oct1 lakhNavya primary sales · LPG · FY27Rev+26.0%PAT-6.1%+1.5%next day83,11357.8Rajasthan refinery (HRRL) runs at about 60% utilisation; full refining run rate of 8 to 8.5 MMTPA expected from December.INFY23 Oct1-2%Revenue growth (constant currency) · FY27Rev+10.7%PAT+6.2%+1.1%next day4,67,18415.2FY27 revenue growth guidance revised to 1% to 2% in constant currency, from 1.5% to 3%, after a softer H1.JSL23 Oct20,000-22,000 Rs/tonnewas ₹18,000–20,000 /tonneEBITDA per ton · FY27Rev+18.2%PAT+10.9%+0.2%next day58,57917.6FY27 volume growth guidance cut to 4% to 6% from 7% to 9%, mainly due to Q1 disruptions.; raised from ₹18,000–20,000 /tonneJINDALSTEL23 OctRs 1,00,000 CrAnnual sales · long termRev+42.7%PAT+21.3%+2.4%next day1,18,64641.6Management aims for about 11 million tons of production in FY27, as targeted earlier, after 4.79 million tons in H1.JSWSTEEL23 Oct25 USD/tonneCoking coal cost increase · FY27Rev+20.7%PAT+225.3%+6.3%next day3,30,65011.6Total capex plan raised to Rs 1.48 lakh crore over 5 to 6 years, from Rs 1.3 lakh crore.SBICARD23 Oct10.80%Net interest marginRev+3.6%PAT+74.8%-1.3%next day56,14721.5Gross credit cost is expected to stay around 6% for FY27; management is comfortable at 5.5% to 6%.SHREECEM23 Oct40-41 million tonnesSales volume · FY27Rev+23.8%PAT-15.1%+3.5%next day90,94257.4FY27 India volume guided at 40 to 41 million tonnes.SHRIRAMFIN23 Oct15-17%was 18%AUM growth · FY27Rev+15.8%PAT+59.2%-4.6%next day2,36,19218.6Growth guided at 15% to 17%, below the initial 18% guidance, due to the West Asia war and weak monsoon.STLTECH23 OctRs 20,000 CrkeptRevenue · FY29Rev+144.6%PAT+12825.0%+4.9%next day36,56048.4FY29 EBITDA margin target raised to about 30% from 27%; FY29 revenue target kept at Rs 20,000 crore.; guidance keptTMCV23 Oct2-4%Investment spending as share of revenue · long termRev+36.3%-3.0%next day1,66,97826.4A further commodity cost increase of about 150 to 200 bps is expected in Q3.TORNTPHARM23 Oct33.50-—%EBITDA margin · H2 FY27Rev+50.8%PAT-9.6%+0.6%next day1,79,80784.7Management expects H2 EBITDA margin to be a little higher than Q2's 33.5%.ADANIGREEN22 Oct13-14%Return on assets · long termRev+41.6%PAT+15.4%-5.2%next day2,34,228125.0Phase 3 Khavda transmission now expected by Q4 instead of end of this year; 4.5 to 5 GW commissioning possible if it comes.CREDITACC22 Oct21-24%was 16–20%ROE · FY27Rev+26.2%PAT+298.7%-5.6%next day17,65711.1FY27 ROA guidance raised to 5.2%-5.8% and ROE guidance to 21%-24%.; raised from 16–20%HAVELLS22 OctNo revenue guidance given for the yearRev+34.6%PAT+9.6%-3.9%next day73,62644.3Further price hikes of 5% to 7% expected this quarter due to raw material costs.HSCL22 Oct20,000-— Rs/tonneEBITDA per metric ton · long termRev+57.9%PAT+31.5%-5.9%next day28,38533.2Management kept its target of INR 1,100 crores plus PAT by FY28.KEI22 Oct25%Revenue growth · FY27Rev+38.5%PAT+29.0%-3.8%next day39,53837.4Management expects FY27 growth of more than 25% and a 20% CAGR over the next 3 to 4 years.NAM-INDIA22 Oct18-20%keptOverall cost growthRev+20.9%PAT-5.9%-5.5%next day71,54644.3Overall cost growth guidance of 18% to 20% over the next 6 to 8 quarters maintained.; guidance keptSAGILITY22 Oct25-26%was 24–25%Adjusted EBITDA margin · FY27Rev+22.5%PAT+13.3%-2.7%next day20,46219.9FY27 adjusted EBITDA margin guidance raised from 24-25% to 25-26%.SRF22 Oct—Rev+34.7%PAT+31.2%-0.9%next day73,42132.2PVDF is on track for Q3 FY27 capitalization; next-gen HFO capex has key approvals.SWIGGY22 Oct18-20%keptStand-alone growth · Food MarketplaceRev+36.1%-16.7%next day53,053LossFood marketplace stand-alone growth guidance of 18-20% maintained, with Sep-26 back above 20%.; guidance keptABSLAMC21 OctRs 14-15 CrESOP cost of new schemeRev+4.9%PAT-8.4%-4.9%next day26,90327.3Costs in coming quarters expected in line with Q2, apart from inflation.ETERNAL21 Oct11 Rs lakh per dayNOV per day per store · Quick commerce · long termRev+77.6%PAT+92.3%-2.5%next day3,51,611713.2Management maintained its FY29 Adjusted EBITDA guidance, saying it is two quarters into the three-year journey.IGIL21 OctFY27 revenue growth guidance of 15% revised upwardswas 15%Rev+31.0%PAT+43.2%+10.0%next day18,51427.8FY27 guidance of 15% revenue growth and 20% EBITDA growth was revised upwards; full year expected similar to H1 growth.M&MFIN21 Oct2.20-2.50%ROA · long termRev+18.1%PAT+61.1%-3.3%next day39,77411.1Medium to long-term AUM growth target of 16% to 18% kept; FY31 goals also include credit cost 1.3%-1.7% and ROA 2.2%-2.5%.INDHOTEL21 Oct15-17%was 12–14%Consolidated revenue growth · FY27Rev+21.7%PAT+22.7%+3.9%next day1,25,54756.8FY27 consolidated revenue growth guidance raised from 12%-14% to 15%-17%; Hotel segment expected at 17%-19%.VMM21 Oct30 bpsEBITDA margin improvement per year · long termRev+14.0%PAT+3.7%-2.2%next day44,97450.1Management aims for double-digit same-store sales growth for the full year.BAJFINANCE19 Oct20-25%Profit growth · long termRev+21.6%PAT+28.5%-3.3%next day6,94,19432.0AUM grew 26.5% to Rs 5,84,624 crore; FY27 growth expected at about 26-27%.CENTRALBK19 Oct1-—%ROA · FY27NII+26.3%PAT+20.6%-1.7%next day29,2456.1Advances grew 29.83% against guidance of 14% to 16%; deposits grew 14.41% against 10% to 12%.HFCL19 Oct80%was 40%Revenue growth · FY27Rev+143.6%PAT+434.8%-1.5%next day32,14637.1FY27 revenue growth guidance raised to at least 80%, from 40% after Q1.HINDZINC19 OctCompany says it is positioned to accelerate its 2x growth journeyRev+76.5%PAT+142.1%-2.5%next day2,39,72311.5Full-year zinc cost of production guidance lowered to $825-850 per ton from $975-1,000.LTTS19 Oct13-15%Revenue CAGR · long termRev+2.0%PAT+66.8%+10.7%next day45,26633.4EBIT margin was 16.3% in Q2; management aims to hold about mid-16% in the near term, after the Q3 wage hike.PIRAMALFIN19 Oct50%Profit growth · FY27Rev+33.0%PAT+67.0%+3.6%next day50,89026.8Management remains confident of the FY27 profit growth guidance of 50% year-on-year.ULTRACEMCO19 Oct1,400 Rs/tonneEBITDA per ton · FY28Rev+18.8%PAT+21.3%+1.9%next day3,63,54641.3Spot prices are about 5% above the Q2 average; full benefit of price increases expected in Q3 earnings.YESBANK19 Oct1%Return on assets · FY27NII+22.8%PAT+63.2%-2.8%next day55,52613.2FY27 ROA guided at 1%; H1 was 0.9%.AXISBANK17 Oct30%Female share of workforce · FY27NII+12.7%PAT+39.4%-4.2%next day4,18,11114.0The bank says new credit costs should be lower this cycle than in the previous cycle.DLF17 OctRs 175-180 CrExit rental run rate per quarter · DLF rental portfolio (ex Atrium) · long termRev-23.3%PAT+10.3%-0.3%next day1,90,42641.7DCCDL exit rental expected close to Rs 6,800 crore; DLF rental exit run rate close to Rs 175-180 crore a quarter.HDFCBANK17 Oct3-4 yearsTime until headcount starts to rise · long termNII+10.5%PAT+5.6%-2.3%next day12,52,29915.6Management said net interest margin is at the bottom and should be neutral to positive, with an upward trajectory from next quarter.ICICIBANK17 Oct—-50 bpsCredit cost · long termNII+15.9%PAT+22.3%-1.1%next day11,41,31819.3Margins are expected to moderate further in Q3 as the full FCNR (B) impact shows, then recover from Q4.ANGELONE16 Oct45%Stand-alone operating margin · long termRev+18.7%PAT+58.2%+1.0%next day31,16927.0Stand-alone operating margin guided at around 45% on an annual basis, including IPL costs.BAJAJHFL16 Oct2.10-2.30%ROA · FY27Rev+18.0%PAT+17.7%-0.8%next day68,74224.5AUM growth guidance of 21% to 23% for the year was not changed; AUM grew 25% in Q2.IRFC16 Oct10%PAT growth · long termRev+23.5%PAT+10.2%-2.3%next day1,11,46115.1FY27 disbursement guided to exceed last year's; guidance remains intact.LTF16 Oct16-18%RoE · FY31Rev+26.5%PAT+32.7%-0.3%next day70,77720.7RoA guided at 2.8%-3% exit Q4 FY27 and 3.0%-3.2% for FY31; RoE target 16-18% by FY31.LTM16 OctH1 FY27 growth 5.4% year on year; stronger sequential growth expectedRev+13.6%PAT-0.2%-2.8%next day1,27,66624.4Management says H2 FY27 will be better than H1, and aims to come close to FY26 growth.PNB16 Oct15-17%ROE · FY28NII+10.8%PAT+15.1%+4.8%next day1,62,9587.1Domestic NIM rose 10 bps to 2.74% in Q2; management expects 7 to 9 bps more in Q3 after the repo hike.FEDERALBNK16 Oct—NII+29.2%PAT+51.1%+3.2%next day89,66517.3Net profit was Rs 1,386 crore in Q2 FY27, up 45% YoY and 18% QoQ.URBANCO16 OctRs 1,000 CrAdjusted EBITDA · FY31Rev+41.4%-9.9%next day25,893LossManagement says it is on track for adjusted EBITDA breakeven by Q3 FY28 and ₹1,000 crore adjusted EBITDA in FY31.360ONE15 Oct2 xProfit multipleRev+2.6%PAT-4.9%+0.2%next day48,53738.9Management aims to double profits over the next 3.5 years and sees no need to raise capital.EMMVEE15 OctRs 2,400 CrEBITDA · FY27Rev+39.4%PAT+60.6%-1.7%next day18,59313.1Management said it can reach the upper part of its FY27 EBITDA guidance.HDFCAMC15 OctRs 79-80 CrNon-cash ESOP expense · FY27Rev+13.9%PAT+4.2%-0.7%next day1,17,06539.3Full-year FY27 non-cash ESOP cost expected at around INR79-80 crore.HDFCLIFE15 OctCompany expects to grow in line with the industry in FY27—+0.4%next day1,29,87763.4Management expects to grow in line with the industry in FY27.IIFL15 Oct20%Return on equity · FY27Rev+28.5%PAT+103.7%+2.9%next day28,30411.4FY27 guidance unchanged: about 25% AUM growth, similar profit growth and ROE of 20%.INDIANB15 Oct13-14%was 11–13%Advances growth · FY27NII+17.8%PAT+13.9%+2.3%next day1,27,4099.6Deposit growth guidance raised to 11-12% from 9-11%, and advances growth guidance raised to 13-14% from 11-13%.JIOFIN15 Oct—Rev+73.2%PAT-51.0%-1.3%next day1,52,66589.2Bank of America agreed to buy a 49.9% stake in Jio Credit, bringing about Rs 18,000 crore; first tranche about Rs 9,500 crore, subject to approvals.KARURVYSYA15 Oct2%ROA · FY27NII+18.7%PAT+37.2%+2.9%next day36,78712.4Credit growth guided at 18% to 20% for FY27.PERSISTENT15 Oct16-17%EBIT margin · long termRev+30.3%PAT-25.4%-1.7%next day95,12352.8EBIT margin was 15%; management's stated aspiration is 16 to 17%, and it says this is not guidance.POLYCAB15 Oct1.50-2 xGrowth as multiple of industry growth · FMEG · long termRev+52.8%PAT+42.6%+0.1%next day1,21,76638.6Wires and Cables revenue grew 47%, with EBIT margin of 14.2%; long-term EBITDA margin guidance kept at 11% to 13%.TATACOMM15 OctManagement says it will deliver this year's promise; longer-term growth at February Investor CallRev+9.6%PAT+86.3%-1.2%next day49,70245.0Management aims for double-digit EBITDA growth this year and digital EBITDA positive at the soonest.TECHM15 Oct15%keptEBIT margin · FY27Rev+15.6%PAT+32.7%+8.5%next day1,73,87631.5Full-year FY27 EBIT margin target of 15% reiterated; Q2 EBIT margin was 14.8%, up 40 bps Q-o-Q.; guidance keptUCOBANK15 Oct12-14%Advances growth · FY27NII+14.0%PAT+26.8%+0.7%next day31,48710.6Advances grew 24.70% year-on-year against FY27 guidance of 12-14%; the bank keeps the guidance unchanged.WIPRO15 Oct-1.50-0.50%Sequential IT services revenue growth · IT services · Q3 FY27Rev+9.1%PAT-1.4%+5.9%next day1,94,33514.8Q3 FY27 IT services revenue guided at -1.5% to +0.5% sequential growth in constant currency, or $2.571-2.625 billion.GROWW14 OctRs 400-500 CrCost to Grow spend per year · long termRev+47.4%PAT+54.0%+2.8%next day1,39,06151.6Management expects to keep adding about Rs 600-700 crore to the MTF book each quarter.CANBK14 OctRs 20,000 CrProfitNII+14.0%PAT+11.0%-6.1%next day1,20,6405.9Advances grew 19.46% YoY against FY27 guidance of 11%-12%; deposits grew 13.13% against 9%-10%.HDBFS14 Oct2.50%RoARev+10.1%PAT+34.2%-7.6%next day46,94715.9NIM was 8.23%; management aims for 8.2%+ near term and 8%+ long term.ICICIGI14 Oct15%Digital sourcing contribution · long termPAT+15.5%-1.3%next day84,96333.3Management expects no further reserves for the Supreme Court Motor TP judgement beyond Rs 1.65 billion taken in Q1.TATATECH14 Oct18-20%Margin target · long termRev+28.4%PAT+3.6%-0.6%next day27,74849.3Management expects margins to expand in Q3 and through the second half; 18% and 20% margins are called the North Star.ICICILIFE13 OctRetail protection growth expected to taper in H2 from 40%-50% to more moderate levelsPAT+26.5%-0.4%next day——Retail protection growth expected to taper in H2 FY27 from 40%-50% to more moderate levels.TATAELXSI13 OctH2 expected better than H1, implying higher H2 revenue year-on-yearRev+15.0%PAT+10.0%+5.7%next day24,06235.9Management expects H2 to be better than H1, implying higher year-on-year revenue in H2.ANANDRATHI12 OctRs 1,415 CrRevenue · FY27Rev+15.7%PAT-10.5%+0.6%next day39,60187.1FY27 revenue guidance stands at Rs 1,415 crore; 49% delivered in H1.HCLTECH12 Oct2.50-4%Revenue growth · FY27Rev+11.5%PAT+21.2%+8.4%next day3,74,70320.5FY27 company revenue growth guided at 2.5% to 4% in constant currency, Services at 3% to 4%.ICICIAMC12 Oct90-95 bpskeptAlternates net yield · Alternates · long termPAT+6.1%-1.0%next day1,54,41643.7Total FY27 ESOP cost guidance of Rs 64-68 crore kept; alternates net yield guidance of 90-95 bps kept.; guidance keptRBLBANK12 Oct22-25%Loan growth · long termNII+37.4%PAT+158.9%-7.1%next day60,35950.1Margin expected slightly lower next quarter, then to inch up in Q4.POONAWALLA9 Oct2.50-3 yearsTime to peak ROA · long termRev+70.2%PAT+405.2%+0.4%next day43,41239.9Company remains on track to add about 200 gold loan branches this financial year.TCS8 Oct26-28%keptMargin aspiration · long termRev+11.2%PAT+15.0%+3.9%next day8,83,68217.1MHP acquisition dilution is likely to hit margins by about 50 basis points in H2.; guidance keptSeptember 2026
MAZDOCK23 Sept—Rev+12.1%PAT+21.5%-0.4%next day76,92531.3A 12,000T floating dry dock is under construction, with target completion Jul'26.ENRIN22 Sept——-0.6%next day1,08,17972.7More than USD 300 million capex committed for manufacturing capacity expansion as a global hub.CESC18 Sept400 bpsROE expansion · FY30—+1.4%next day17,27711.2Company aims to double PAT from FY25 to 2030 and expand ROE by 400 bps.COCHINSHIP10 Sept12%keptRevenue growth · long termRev+2.4%PAT-19.4%-9.2%next day31,46450.2Unexecuted order book is about Rs 22,000 crore; about Rs 27,000 crore once the Rs 5,000 crore NGSV order (L1) is signed, expected around November.; guidance keptAugust 2026
BELRISE17 Aug10%keptShare of consolidated revenue · Aerospace and defense · long termRev+12.6%PAT+9.1%+0.3%next day20,98041.4Company guides mid-teens revenue growth with stable EBITDA margins for the business as a whole.; guidance keptCOLPAL17 AugHigher growth expected from balanced mix of volume, mix and priceRev+11.8%PAT+7.0%-3.1%next day47,05434.6Advertising will keep rising; EBITDA margin may be hit, with no EBITDA target.GICRE17 Aug10%Growth target · FY27PAT-31.1%+1.2%next day59,4836.6Combined ratio targets set at about 103 for the domestic book and 95 for the foreign book; 95 in 2 to 3 years.PATANJALI17 AugRs 2,500 CrAnnualised EBITDARev+27.4%PAT+86.1%-0.6%next day46,87623.8Full-year guidance reaffirmed: food and FMCG growth 8% to 10%, beauty and personal care about 15%, FMCG EBITDA growth 12% to 15%.ALKEM14 Aug66.50-67%keptGross margin · FY27Rev+10.9%PAT-21.7%+0.1%next day63,39329.4US growth for the year guided at mid to high single digit, helped by currency.; guidance kept on API price increasesAMBER14 Aug13-15%Revenue growth · Consumer Durable · FY27Rev+12.7%PAT-78.6%+0.5%next day21,898228.0Electronics division revenue growth expected at 40% for the year, from PCBA, PCB and industrial.ASHOKLEY14 AugOHM Mobility expected to reach PAT breakeven in the near futureRev+11.6%PAT+0.8%+3.2%next day1,02,17629.4Management expects commodity costs to peak in Q2 and ease from Q3, with a turnaround in Q4.ENDURANCE14 AugRs 100 Cr3W driveshaft business · 3W driveshafts · FY27Rev+30.0%PAT+8.0%+2.7%next day35,44434.9FY27 India capex is expected to stay near the FY26 level of Rs 800 crore, and may rise if large orders come.LGEINDIA14 Aug20%B2B growth CAGR · B2B · long termRev+15.5%PAT+27.2%-3.6%next day1,17,34661.0Exports grew 30% in Q1; management says it will hit its yearly export target but gave no number.VOLTAS14 Aug7%UCP EBIT margin aspiration · Unitary Cooling ProductsRev+18.7%PAT+52.2%-4.1%next day36,88478.9Commercial production at the compressor JV is expected about 18 months from now; JV capex mostly in FY28 and FY29.CPPLUS13 Aug14-15%keptEBITDA margin · FY27Rev+89.5%PAT+335.5%-5.0%next day49,79783.9EBITDA margin guidance of 14% to 15% for the year was kept; Q1 margin was 14.8%.; guidance keptBEML13 Aug29%Revenue growth · FY27Rev+29.3%-1.9%next day17,703108.1FY27 order inflow expected around Rs 20,000 crore, with 30%-40% probability.FINCABLES13 AugRs 500 CrFMEG revenue · FMEG · FY28Rev+44.3%PAT+53.1%-0.2%next day19,15921.0Communication cables revenue rose about 62% to Rs 176 crore with margins close to 30%, which management says will come down as old raw material is used up.IRCTC13 AugRs 1,000 CrTourism revenue · TourismRev+18.1%PAT-0.2%-1.4%next day37,67627.0Catering revenue was Rs 732 crore, up 33.82%; catering margin 9.29%, management aims to keep 10% to 12%.JUBLFOOD13 Aug5-7%Like-for-like (LFL) growth · FY27Rev+13.7%PAT+6.0%+2.6%next day29,03377.9FY27 capex guidance kept at Rs 750-900 crore, mostly for new stores.PAGEIND13 Aug19-21%EBITDA margin · FY27Rev+7.9%PAT-4.0%+0.6%next day35,52547.0Full-year EBITDA margin outlook held at 19% to 21%; Q1 EBITDA margin was 20.3%.RVNL13 Aug15%Top line growth · FY27Rev+10.6%PAT+18.5%-0.4%next day42,82647.6Management expects FY27 top line growth of about 15% and bottom line growth of about 15-20%, and said it holds this after Q1.SANSERA13 Aug—-20%Overall revenue growth · FY27Rev+33.3%PAT+39.1%+3.7%next day29,34176.3Management expects FY27 top-line growth in the high teens, possibly up to 20% if current growth holds, with ADS growing about 75%-80%.TMPV13 Aug10%Revenue growth · JLR · long termRev-8.2%PAT-80.2%-4.3%next day1,09,481LossJLR says Q1 results do not require a change to its full-year guidance.CAPLIPOINT12 Aug59.80%Gross margin · FY27Rev+19.6%PAT+15.8%+1.1%next day18,13927.3Gross margin was 59.8%; management expects it to stay at similar levels through the year, around 60%.EIHOTEL12 Aug3 yearsRajgarh stabilisation time · The Oberoi RajgarhRev+14.5%PAT+246.0%+0.7%next day19,77427.8Foreign guest decline from the West Asia crisis is expected to continue in Q2; management hopes for stabilisation in Q3 and Q4.GRASIM12 Aug50%Revenue growth · Paints · FY27Rev+21.4%PAT+51.3%-1.5%next day2,11,98137.2Birla Opus paints aims to be a Rs 10,000 crore brand by FY28 and guides FY27 revenue growth of over 50%.TDPOWERSYS12 AugRs 2,600 CrRevenue · FY27Rev+72.1%PAT+72.3%+0.1%next day19,55771.1FY27 revenue guidance revised to Rs 2,600 crore, with a small chance of crossing it.MANAPPURAM11 Aug15-18%ROE · long termRev+34.1%PAT+322.4%-2.1%next day30,05420.7Gold loan growth for FY27 is expected at 25% to 30%.TRITURBINE11 Aug20-—%PBT margin · long termRev+19.2%PAT-20.8%-2.3%next day16,12748.0Management expects revenue and profit growth for full-year FY27, weighted to the second half.IDEA11 Aug16.80%Revenue CAGR · FY27-FY29Rev+6.0%+4.7%next day1,40,5213.8Capex guidance of Rs 45,000 crore over the next 3 years kept.AFFLE10 Aug20%Revenue growth · long termRev+20.4%PAT+21.7%+5.2%next day22,60745.5Management aims to close a larger acquisition by early 2027; third-party due diligence has started.OIL10 Aug75%Capacity utilisation of expanded refinery · Numaligarh Refinery Limited · FY28Rev+47.3%PAT+91.4%+3.8%next day71,5718.6FY27 crude oil production is guided at a minimum of 3.9 MMT, possibly 4 MMT.KAYNES8 Aug2 x market growthRevenue growth relative to market growth · FY27Rev+40.5%PAT-24.3%-3.1%next day23,35567.6Revenue growth guided at twice the market growth; no absolute revenue figure given.BRITANNIA7 Aug1.50-2%Pricing growth · FY27Rev+8.2%PAT+13.6%+2.1%next day1,15,54243.3Price increases (mostly shrinkflation) offset about half the inflation; another 1.5% to 2% pricing is expected.POWERINDIA7 Aug—Rev+68.6%PAT+123.5%+10.6%next day1,27,232110.6Construction of the 20th factory at Karjan, Vadodara began in June 2026, targeting commissioning in December 2028.OLAELEC7 Aug30%Gross margin · FY27Rev-45.0%-4.3%next day17,865LossOpex is targeted at Rs 300-325 crore a quarter over the next couple of quarters; gross-margin target is 30-32%.CUMMINSIND6 Aug20%Revenue growth · Distribution · long termRev+17.9%PAT+0.9%+0.4%next day1,18,03752.4Distribution business said to have potential to grow 20% this year and the next few years.GRSE6 Aug15-20%Employee cost increase from pay commissionRev+38.5%PAT+43.8%0.0%next day25,33330.9Management expects the Next Generation Corvette contract to be signed this quarter, with revenue from FY28.LICI6 AugAPE growth expected to increase over subsequent quartersPAT+24.0%+1.7%next day5,11,0608.2No VNB margin guidance given, but management expects margins to keep improving and to settle around the industry average.MOTHERSON6 AugRs 6,000 CrFull year capex · FY27Rev+16.7%PAT+101.6%+8.7%next day1,75,02437.0Full-year capex guided at Rs 6,000 crore plus/minus 10%; Rs 1,614 crore spent in Q1.ASTERDM5 Aug24-25%EBITDA marginRev+21.6%PAT-81.2%+0.3%next day64,146136.3Management kept its target of 24%-25% EBITDA margin in two to three years after the merger, reached somewhere between 2028 and 2029.BHARTIARTL5 Aug—Rev+18.4%PAT+37.3%-1.5%next day13,08,00942.2Data center ambition is to build 1 gigawatt in the next few years, up from 120 to 130 MW, with a period of rapid capex.BHARTIHEXA5 Aug—Rev+10.9%PAT+23.2%-2.5%next day79,66040.5Home broadband adds slowed after tighter acquisition quality; management expects old growth rates in the next quarters.ONGC5 AugRs 1,000 CrEBITDA gain from SEZ exit · OPaL · long termRev+25.7%PAT+21.4%-1.0%next day2,82,4275.7Oil plus gas production guided at about 39 MMT for FY27 and 40 MMT for FY28.KALYANKJIL4 Aug70-80 showroomsShowroom additions per year · long termRev+45.7%PAT+32.0%-3.7%next day73,41845.8Management expects FY27 PBT margin to hold at last year's level, even on a conservative basis.NESTLEIND4 AugCFO cites track record of maintaining margins, held by efficiency programs—0.0%next day2,43,14159.6The CFO said margins will be maintained in line with the past track record, funded by efficiency programs.GESHIP4 Aug—Rev+66.9%PAT+159.4%-2.1%next day20,6944.7Fleet strategy is to replace, not expand; most cash will be held rather than spent on ships at current prices.DIVISLAB1 AugDouble-digit growth for the year reiteratedkeptRev+27.8%PAT+65.5%+6.6%next day3,04,89190.7Management repeated it expects double-digit growth for the year.; guidance keptJuly 2026
ABB31 Jul——+4.3%next day1,46,70494.3Management expects commodity and rupee headwinds to continue and declined to guide mid-teens margins.DATAPATTNS31 Jul20-25%keptRevenue growth · FY27Rev+16.8%PAT-13.5%+3.5%next day23,68798.4FY27 guidance kept: revenue growth of 20% to 25% and EBITDA margin of 35% to 40%.; guidance kept on order pipeline, products, exports, policyNUVAMA31 Jul20-25%Revenue growth · Asset services · FY27Rev+22.6%PAT+15.8%-2.1%next day34,79130.7Asset services revenue growth expected above 20-25% for the full year, with quarterly growth set to moderate.TATASTEEL31 Jul-1,500 Rs/tonneSteel price change · India · Q2 FY27Rev+14.3%PAT+11.6%+0.7%next day2,34,69020.2India prices in 2Q expected about Rs 1,500 per ton lower than 1Q, but India EBITDA in rupees crore expected higher on more volume.EICHERMOT29 Jul—Rev+31.5%PAT+21.3%+1.7%next day2,07,23635.9Board approved Rs 1,225 crore for Phase 1 of a Tada greenfield plant adding 4.5 lakh units a year.DMART28 Jul14-15%Gross margin · long termRev+16.0%0.0%next day2,25,28672.3Management aims to add about 15% of its store base each year, a few points higher or lower in a given year.TATAPOWER28 Jul60-70%Rooftop business growth · Rooftop · FY27Rev+5.6%PAT+11.0%+1.6%next day1,14,07429.5Q2 capex is expected above Rs 6,000 crore, possibly close to Rs 6,500 crore.ZFCVINDIA28 Jul7.50%Services revenue growth · Services · FY27Rev+9.3%PAT-14.6%+0.5%next day26,33352.7Commodity and FX cost recovery from OEMs partly realised; the rest expected over the next quarter.COROMANDEL24 Jul1-2%Additional NACL margin from efficiency · NACL Industries · long termRev+15.9%PAT-24.4%+1.2%next day58,77637.6Fertilizer EBITDA is targeted to rise from Rs 5,000 to Rs 6,500 per tonne at steady state.NIACL24 Jul—PAT-162.2%-4.4%next day26,567LossSolvency ratio shown at 1.80 and assets under management at Rs 99,980 crore.MEESHO23 Jul25%NMV growth (CAGR) · long term—-2.0%next day1,17,557LossManagement restated long-term NMV growth guidance of 25% CAGR over the next five years.IOB20 Jul1.46%Return on assets · FY27NII+34.2%PAT+45.6%+0.7%next day60,8709.1Credit growth guided at 13% to 14% for the year, called the minimum.OBEROIRLTY20 Jul100%Mall occupancy · Sky City Mall · FY27Rev+31.7%PAT+29.1%+0.1%next day66,06725.1Oberoi Realty launched Three Sixty North in NCR, its first project outside MMR; the next phase will launch only next year.UNIONBANK15 Jul1% above industryCredit growth above industry · long termNII+10.6%PAT+27.4%-2.1%next day1,56,0317.1Advances expected to keep growing 12% to 13% or more, aiming at industry growth plus 1%.Guidance is management's own, from NSE filings, for the year or quarter named under it: hover a figure for their words. “was” is the earlier figure management stated on the same call. Results are year on year, from the results filing. Next day is the share's move in the first session after the call, or after the presentation where there was no call. Lines with a sparkle are summaries written by AI. No forecast or opinion of ours. Not investment advice.
These highlights are read by AI from company filings and can contain mistakes. Check the source pages on each company's page before relying on any figure.