The report says Kajaria's revenue grew 24% YoY with margin expansion, and the rating was upgraded from Add to BUY with the TP unchanged at INR 1,390.
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1793 notes · 01 Oct 2026, 00:00 to 01 Nov 2026, 00:00 IST
The report says Dalmia reported sub-par volume and margin in Q2FY27 due to weak demand and elevated costs, lowering the TP to INR 2,030.
Read this note →The report says SIL posted 40% YoY revenue growth but cut its FY27 volume growth guidance, maintaining the ADD rating and a TP of INR 4,250.
Read this note →The report says APAT's Q2FY27 volume rose 13% YoY with margins hitting a new high, and raises the target price to INR 2,450.
Read this note →The report says BOMH posted strong loan growth, margin expansion and sharply lower credit costs, with RoA/RoE at 2%/27%, leading to an upgrade in FY27E/28E estimates and a revised TP of INR 95.
Read this note →The report says EBITDA grew 27% YoY on 17% sales growth and margin expansion, with India formulation expected to outperform IPM in H2FY27 and margin guidance of 25.5-26.5% retained, with the TP revised to INR 2,610.
Read this note →The report says BPCL's Q2FY27 EBITDA improved sequentially on narrowing auto fuel and LPG losses, though it expects marketing margin pressure and LPG under-recoveries in H2FY27E, and cuts the price target from INR 430 to INR 408.
Read this note →The report maintains a SELL rating on Deepak Nitrite with a revised target price of INR 1,532, citing limited near-term volume growth, rising leverage from debt-funded capex, and global oversupply in phenol and polycarbonate pressuring margins, with EPS CAGR expected at -9% over FY27-29E.
Read this note →The filing reports standalone revenue from operations of Rs 884.68 crore and consolidated revenue of Rs 1054.14 crore for Q2 FY27, along with profit figures, balance sheet details, and disclosure of the acquisitions of GHK Hospitality & Infrastructures Limited and Kerala Luxury Resorts Private Limited.
Read this note →The report notes NMDC is scouting mining assets, including critical minerals, to diversify revenue beyond iron ore.
Read this note →The report notes VRL Logistics announced a buyback of up to 87.5 lakh shares at ₹320 per share worth up to ₹280 crore, opening October 27.
Read this note →The report notes Yes Bank has yet to decide on AT-1 bond coupon payments and is evaluating a Supreme Court judgment.
Read this note →The report notes Senco Gold signed agreements to acquire a 68% stake in August Jewellery Pvt Ltd (Melorra brand) for ₹68 crore.
Read this note →The report notes JSW Steel's consolidated net profit rose 225.3% YoY to ₹5,279 crore on higher volumes, price recovery and cost management.
Read this note →The report notes Tata Motors' CV business swung to a net profit of ₹1,257 crore in Q2 FY27 from a loss of ₹867 crore a year earlier, aided by higher sales and reduced fair-value losses.
Read this note →The report notes DRL's consolidated net profit fell 36% YoY to ₹925 crore and revenue fell 1.5% to ₹8,670.8 crore in Q2 FY27.
Read this note →The report notes BPCL's September quarter net profit fell 22.5% due to a retail price freeze despite rising costs.
Read this note →The report notes JK Cement's consolidated net profit rose 6.31% to ₹169.3 crore for the September quarter, helped by volume gains.
Read this note →The report notes AU SFB's net profit surged 53% to ₹858 crore for Q2 FY27 on improved interest income.
Read this note →The report notes Torrent Pharma's consolidated net profit fell 9.6% YoY to ₹534 crore for the September quarter.
Read this note →The report notes IndusInd Bank posted a net profit of ₹1,242 crore in Q2 FY27 versus a loss of ₹437 crore in Q2 FY26, aided by lower provisions and higher other income.
Read this note →The report notes Shriram Finance posted a 59% rise in consolidated net profit to ₹3,684 crore in Q2 FY27 versus ₹2,314 crore a year earlier.
Read this note →The report notes Infosys' Q2 net profit rose 6.2% to ₹7,828 crore and revenue rose 10.7% to ₹49,244 crore, but the company reduced its FY27 revenue forecast.
Read this note →The report states that JSL reported healthy Q2FY27 performance with consolidated topline up 43% YoY to ₹16,679 crore and PAT up 21% YoY to ₹771 crore, and maintains a BUY rating with a target price of ₹1,220 based on 9x FY28E EV/EBITDA, citing capacity-led volume expansion, richer product mix, cost optimisation and low leverage as support.
Read this note →The report notes Petronet LNG and Gruner Renewable Energy formed a joint venture to develop CBG plants with a Rs 1,200 crore investment.
Read this note →