Every earnings call announcement on NSE and BSE that our alert engine sent, newest first. Each one has its own page with the summary, the key figures and the original filing.
Phoenix Mills delivered a robust quarter led by 25% retail consumption growth and office occupancy scale-up. Management is prioritizing asset densification and strategic churn to reset rental bases.
Strong volume-led revenue growth driven by premiumization and strategic brand integration despite severe inflationary pressures on raw material and packaging costs.
Sky Gold delivers explosive revenue growth driven by aggressive export expansion and high-margin product shifts. Management prioritizes capital efficiency via an asset-light gold procurement model and disciplined acquisition integration.
Sportking delivered record EBITDA margins of 19.8% driven by high demand from China and Bangladesh. Management is aggressively expanding capacity in Odisha to capture global textile sourcing shifts.
Management remains defiant despite draft IRDAI regulations potentially cutting distribution payouts, pivoting to 'pay for outcomes' and non-insurance revenue to sustain 30%+ core growth.
Dixon reported explosive revenue growth driven by memory price pass-throughs and IT hardware scale-up, though mobile margins are under temporary pressure from memory costs and PLI transition.
R Systems delivered record quarterly revenue, crossing ₹600 Cr with strong 30.2% YoY growth. Management is aggressively pivoting toward an AI-first strategy to drive future margins.
Q2 FY27: revenue growth 28% for second straight quarter. MDR on UPI adds ~2.5 bps upside, about 700 cr at current GMV. Consumer market share now a primary KPI.
Q2 FY27 revenue Rs54.11 Cr (+26% YoY); H1 revenue Rs111.95 Cr (+36%); H1 PAT Rs5.74 Cr vs Rs1.85 Cr. Q2 posted a net loss of Rs0.35 Cr on margin pressure.
Paytm reports 28% growth for a second straight quarter, 30s ex-PIDF. UPI MDR upside (~2.5 bps) awaits NPCI implementation. DLG accounting drag and unproven consumer share are the watch items.
Fabtech reports a sequential recovery despite YoY revenue de-growth. Management is pivoting towards non-pharma high-tech sectors to mitigate geopolitical risks in core GCC markets.