Earnings Call announcements

S D Retail Investor Presentation: Key Takeaways

H1 FY27 revenue ₹91.33 Cr (+16.6%), PAT ₹0.33 Cr (vs ₹0.13 Cr), EBITDA ₹2.06 Cr (-5.5%). EBO-led shift, store expansion to 84.

Bajel Projects Investor Presentation: Key Takeaways

Q2 FY27 revenue ₹514 Cr (-16% YoY), EBITDA ₹25 Cr at 4.8% margin, net profit ₹6 Cr. Record ₹5,001 Cr order book, up 48% YoY.

Magadh Sugar & Energy Investor Presentation: Key Takeaways

Q2FY27 total income Rs290 Cr (-10.8%), EBITDA Rs15 Cr, PAT Rs1 Cr turnaround on sugar realisation up 13%, despite lower volumes. H1 PAT -Rs11 Cr.

Anlon Healthcare Earnings Call Transcript: Key Takeaways

Q2 consolidated revenue ₹105.61 Cr (+102%), PAT ₹17.18 Cr (+84%). EBITDA margin recovered to 23.9%, still below the 25-30% guided band. FY27 revenue reiterated at ₹380-400 Cr.

Anupam Rasayan India Investor Presentation: Key Takeaways

Q2FY27 consolidated total income ₹821 Cr (+11% YoY), EBITDA ₹202 Cr (+41%, 25% margin), PAT ₹65 Cr (+14%). Controlling stake in Bliss GVS Pharma acquired 28 Sep 2026.

Bharat Forge Earnings Call Transcript: Key Takeaways

Record standalone revenue ₹2,526 Cr (+30% YoY), but consolidated EBITDA up only 9%. US loss-making, Europe at 3% margin; H2 recovery hinges on cost pass-through.

Inventurus Knowledge Solutions Earnings Call Transcript: Key Takeaways

Revenue ₹1,592 Cr (+104% YoY, mostly TrueBridge consolidation) and EBITDA ₹442 Cr (~28%). Legacy IKS grew ~13% in USD. TrueBridge is flat for FY27, and management gives no growth guidance.

NBCC (India) Earnings Call Transcript: Key Takeaways

Q2 standalone revenue rose 38% and PAT 31%, helped by marketing fees. FY27 standalone revenue target reiterated despite slow H1 awards.

Call

Guides 25% growth

Finkurve Financial Services Earnings Call Transcript: Key Takeaways

Management claims record profitability and AUM up ~95% YoY, but analyst-cited QoQ AUM growth was ~3%. Collection efficiency fell from ~98% to ~90%, with NPAs rising.

Rico Auto Industries Earnings Call Transcript: Key Takeaways

Q2 FY27 revenue Rs 852.4 Cr (+36% YoY), but EBITDA margin fell to 0.7% and PAT was -Rs 26.3 Cr on air-freight and input-cost overruns.

Ajax Engineering Earnings Call Transcript: Key Takeaways

Q2 revenue +9.5% and PAT +30.4%, but H1 growth is price-aided and EBITDA margin slipped to 11.5%. Management hedges on H2 recovery and margins amid a steel cost surge; spares fell 4.7% in Q2.

TCPL Packaging Earnings Call Transcript: Key Takeaways

Headline strong: consolidated PAT +57.7% to ₹45.3 Cr, EBITDA +27.5% to ₹100 Cr. Management sidestepped separator economics, timelines and Noida weakness; no quantified guidance.

Jyoti Resins & Adhesives Earnings Call Transcript: Key Takeaways

Q2 FY27 volume grew ~15% and EBITDA margin recovered to 23% from 14.4% in Q1 after price hikes. Management guides FY27 revenue of ₹375-400 Cr. Q2 net profit was not disclosed on the call.

Greenlam Industries Earnings Call Transcript: Key Takeaways

Q2 FY27 missed: consolidated revenue +8% YoY to ₹875 Cr, EBITDA down 19% to ₹87 Cr at 9.9% margin. Management admits Q2 was unsatisfactory and trimmed FY27 revenue guidance to 16-18% from 18-20%.

NTPC Investor Presentation: Key Takeaways

Q2 FY27 standalone revenue INR45,752 cr (+17%) and PAT INR5,320 cr (+14%); group H1 PAT +26%. NGEL H1 revenue +58% at 89% EBITDA margin. RE capacity addition slipping on transmission delays; thermal pipeline expanding.

Bharat Electronics Investor Presentation: Key Takeaways

H1 FY27 revenue INR12,824cr (+25.97%), PAT INR2,589cr (+14.80%), order book INR68,717cr. Management held guidance: 15%+ growth, ~28% EBITDA margin.

Call

Guides 15% growth

Enviro Infra Engineers Earnings Call Transcript: Key Takeaways

Revenue +60% YoY to ₹363.8 Cr, but margin fell to 20.6% and PAT dropped 20%. Management blames accounting timing and input costs, reiterates ₹2,000 Cr FY27 guidance despite rising debt and negative OCF.

IKIO Technologies Earnings Call Transcript: Key Takeaways

Q2 FY27 revenue ₹209 Cr (+27% YoY), EBITDA margin 13.4%, PAT ₹13 Cr (+18%). Management hedges on geopolitics, block-2 timing and depreciation; segment figures are thin.

Sudarshan Chemical Industries Investor Presentation: Key Takeaways

Q2 FY27 One Sudarshan revenue ₹2,743 Cr (+14.9% YoY), business EBITDA ₹239 Cr (8.7% margin, +4.7pp). Integration progressing; VP4 sale completed 2 Nov 2026.

Knowledge Marine & Engineering Works Earnings Call Transcript: Key Takeaways

H1 FY27 revenue ₹186.21 Cr (+89%) and PAT ₹84.27 Cr (+267%), driven by a large dredging win. Management calls Q2 seasonally soft, so H2 must deliver on pending tenders.

Call

Guides 80% growth

Lohia Corp Earnings Call Transcript: Key Takeaways

Strong Q2 FY27: revenue +42% YoY, PAT +48%, order book ₹2,000 Cr (+93% YoY). EBITDA margin slipped QoQ on commodity costs, and FY28 growth is guided lower at 10-15%. Management deflected on volume/price split and capacity utilisation.

Call

Guides 10% growth

Laxmi Organic Industries Earnings Call Transcript: Key Takeaways

Q2 FY27 revenue ₹1,083 Cr, +55% YoY, largely price pass-through; specialty margins fell on hedge fixed costs. Management upbeat, but evasive on spreads; working capital elevated.

Excel Industries Earnings Call Transcript: Key Takeaways

Q2 revenue rose only 1.6% on a weak agro monsoon, but EBITDA margin widened to 13.3% on mix and procurement. Management guided subdued agro demand and H2 cost pressure, with no numeric outlook.

Antony Waste Handling Cell Earnings Call Transcript: Key Takeaways

Record Q2 revenue ₹321 Cr (+25%) includes ~₹40 Cr one-time escalation; ₹27 Cr ECL and ₹20 Cr exceptional depress margins. Moshi still offline; DSO 114 days.

Call

Guides 20% growth

Gokaldas Exports Earnings Call Transcript: Key Takeaways

Consolidated revenue +13% YoY and EBITA +48% on a weak year-ago base. India +10%, Africa +32%. Volume growth is unquantified and key benefits are deferred to FY28.

GPT Healthcare Earnings Call Transcript: Key Takeaways

Q2 revenue rose 14.1% to ₹135.6 Cr and EBITDA 23.9%, driven by occupancy and volume. Raipur break-even slipped from Q3 FY27 to Q1 FY28 amid ~₹9 Cr Q2 losses. Management gave no new quantified targets beyond FY27 growth.

Ashoka Buildcon Earnings Call Transcript: Key Takeaways

Consolidated Q2 income fell 15% and posted a ₹118.96 Cr loss. Management cut its FY27 revenue target to flat-to-5% and hedged heavily.

Call

Guides 5% growth

Mrs. Bectors Food Specialities Earnings Call Transcript: Key Takeaways

Record Q2 revenue of ₹630.5 Cr (+14.3%) and PAT of ₹45.7 Cr (+25.3%) despite steeper inflation. EBITDA margin held flat QoQ at 13.1%, but management expects margin pressure to persist into Q3.

Godavari Biorefineries Earnings Call Transcript: Key Takeaways

Q2 revenue rose 27.5% to ₹549.2 Cr and net loss narrowed to ₹15.2 Cr. Chemicals drove gains; sugar-ethanol remains loss-making and seasonal.

Healthcare Global Enterprises Earnings Call Transcript: Key Takeaways

Q2 revenue ₹732 Cr, +16% YoY; H1 ₹1,410 Cr, +15%. EBITDA margin 19.7% despite ~₹6 Cr wage-revision hit. Trade-margin cap guided at mid-to-high single-digit annualised impact, with few specifics.