The report states Tata Motors reported strong Q2FY27 results with consolidated revenue up 36.3% YoY and wholesale volumes up 42% YoY, described as above expectations.
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546 notes from HDFC Securities · all time
The report notes the company's transmission scheme for Renewable Energy Zone integration in Koppal-II and Gadag-II, Karnataka has been fully commissioned.
Read this note →The report states Infosys posted in-line Q2FY27 numbers, signed large deals worth $5.2bn, but reduced FY27E revenue guidance to 1-2% growth.
Read this note →The report states Coforge's Q2FY27 numbers were in line with estimates, with EBIT margin guidance for FY27E upgraded from 15.5% to 16.0% and revenue up 53.6% YoY.
Read this note →The report states overall numbers were weak, with operating margin contracting 410bps YoY and net profit down 13% YoY, below expectations.
Read this note →The report states quarterly revenue grew 45.3% YoY and net profit surged 89% YoY, though it flags expected margin pressure from rising input costs.
Read this note →The report notes the company received an order worth Rs 47.5 crore (excl. taxes) from Shyam SEL & Power Limited.
Read this note →The report states quarterly revenue grew 50.8% YoY and operating profit rose 53.8% YoY, though net profit declined 9.6% YoY, described as in line with expectations.
Read this note →The report notes the US FDA concluded an inspection at its Goa facility, closing with a Form-483 citing one observation.
Read this note →The report states quarterly operating profit surged 160% YoY and net profit rose 247% YoY despite a 2.4% revenue decline.
Read this note →The report states overall quarterly performance was weak, with revenue declining 1.5% YoY and net profit down 31.3% YoY, below expectations.
Read this note →The report states quarterly revenue grew 20.5% YoY but net profit declined 10% YoY to Rs 68.6 crore, with an exceptional loss of Rs 32.2 crore.
Read this note →The report states quarterly revenue grew 16% YoY to Rs 456.5 crore while net profit declined 2% YoY to Rs 56.2 crore.
Read this note →The report notes the company received new orders worth Rs 2,872 crore from Power Grid.
Read this note →The report states the company will invest Rs 4,750 crore in new chemical and fertiliser facilities and has signed an agreement with the Odisha government.
Read this note →The report notes the company received an order worth Rs 588.6 crore (incl. taxes) from Rail Vikas Nigam, to be executed over 30 months.
Read this note →The report says Nuvoco delivered 9% YoY volume growth in Q2FY27 with unit EBITDA falling QoQ on subdued pricing and higher costs, and maintains BUY with an unchanged TP of INR445 based on 9x consolidated Sep-28E EBITDA.
Read this note →The report says AUBANK's Q2FY27 earnings beat estimates on healthy loan and deposit growth with lower provisioning, but margins remain under pressure from changing loan mix, and it maintains REDUCE with a revised TP of INR900.
Read this note →The report says SRCM delivered its third consecutive quarter of strong volume growth (+18%/14% YoY standalone/consolidated) with margin among the best in industry despite YoY decline, and upgrades the rating to BUY from ADD with a revised SOTP TP of INR28,400.
Read this note →The report says Jindal posted 27% YoY volume growth in Q2FY27 with unit EBITDA declining ~INR1.1k/MT QoQ due to higher coking coal and freight costs, and maintains BUY with an unchanged TP of INR1,210 based on 7.5x FY28E consolidated EBITDA.
Read this note →The report says JSTL posted 13% YoY LTL consolidated volume growth in Q2FY27 with margin contraction QoQ to INR13.6k/MT, and maintains BUY with an unchanged SOTP TP of INR1,410, while raising FY27/28E EBITDA estimates by 7%/1%.
Read this note →The report says Q2FY27 earnings met expectations with ~13% QoQ volume growth and 25% YoY loan growth, improved asset quality, but sub-optimal capital deployment keeping RoE at ~12%, and it maintains BUY with revised SOTP TP of INR480.
Read this note →The report says DCB Bank's Q2FY27 earnings beat estimates with loan growth accelerating to 21% YoY and PAT up 29% YoY, maintaining BUY with revised TP of INR270.
Read this note →The report says Godrej Properties reported presales of INR 80bn, added new projects worth INR 155bn in H1FY27, and the firm maintains BUY with TP of INR 2,258/sh on expected rerating triggers.
Read this note →The report says SBI Cards showed improved credit costs but receivables growth remained negative YoY, maintaining REDUCE with revised TP of INR 600.
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