Kuantum Papers Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 2,791 Mn (flat YoY), EBITDA INR 345 Mn at 12.36%, PAT INR 22 Mn. H1 FY27 revenue INR 5,829 Mn (+16% YoY), PAT INR 85 Mn. Paper Machine 3 upgrade completed.
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Q2 FY27 revenue INR 2,791 Mn (flat YoY), EBITDA INR 345 Mn at 12.36%, PAT INR 22 Mn. H1 FY27 revenue INR 5,829 Mn (+16% YoY), PAT INR 85 Mn. Paper Machine 3 upgrade completed.
Raymond reports record Q2 revenue led by strong garmenting exports and apparel growth, despite high raw material costs.
Suryoday SFB reported strong Q2FY27 performance with PAT growing 151.7% YoY. Focus continues on pivoting towards individual loans and retail assets which now comprise 59.2% of the mix.
Alldigi Tech reported record Q2 FY27 EBITDA of ₹46.3 Cr with 30.2% margins, driven by an increasing international mix and exit from low-margin domestic BPM work.
Deepak Nitrite delivered its highest-ever quarterly performance in Q2 FY27, driven by a record-breaking Phenolics segment and strategic supply chain resilience despite a volatile global operating environment.
Revenue and margins significantly missed management's prior guidance due to macro volatility in Europe.
Neochem Bio Solutions is a specialty chemical manufacturer reporting strong H1 FY25 growth, achieving ₹4,718 Lakh income with 18.75% EBITDA margin, focusing on Textile, HPC, and sustainable bio-based formulations.
V-Guard delivered robust Q2 FY27 performance with consolidated revenue growing 38.2% YoY to ₹1,852.89 Cr and PAT rising 71% to ₹111.67 Cr, driven by strong growth across all business segments.
Asian Paints delivered 6.4% volume growth but faced severe gross margin pressure due to raw material inflation and a weak product mix.
Greaves Cotton reported strong revenue growth but significant margin pressure from persistent input cost inflation. Profitability was hit by non-recurring impairment charges and accelerated amortization.
Thyrocare reports robust 24% growth, pivoting from volume-led routine testing to specialized diagnostics under new management. High operational leverage is evident as PAT growth significantly outpaced revenue.
Purple Finance (NBFC) reports cumulative disbursements crossing ₹373 Cr as of Sept 2026. Company focuses on MSME lending with a phygital model, operating 62 branches across 300 districts.
Q2FY27 revenue ₹4,053.1 Mn (+15.0% YoY), PAT ₹697.3 Mn (+21.0% YoY), EBITDA margin 26.3%. Payment growth led; finance cost fell 74.9% YoY.
Q2 FY27 revenue ₹4,393 Mn (+106% YoY), EBITDA margin 1.62% (+139 bps), PAT loss ₹(251) Mn. H1 revenue record ₹13,253 Mn; non-RAC now 63% of Q2 revenue; strategy shifts to core businesses.
H1FY27 revenue ₹88.6 Cr (+28.6% YoY), EBITDA ₹4.6 Cr at 5.1% margin, PAT ₹1.98 Cr. Recovery from H2FY26 loss; Bengaluru capacity expansion underway.
H1 FY27 revenue ₹181.96 Cr (+41%), EBITDA ₹21.91 Cr (+34%), PAT ₹13.18 Cr (+31%) on comparable Ind AS basis. Growth driven by ROBU 1.0 e-commerce core, with ROBU 2.0 proprietary drone and product push.
Q2 FY27 revenue INR 11,223M (+39.5% YoY, +5.6% QoQ), EBITDA margin 16.7%, PAT INR 1,123M (+10% YoY). BioPharm integration ahead of plan.
eClerx delivers 13th consecutive quarter of sequential growth while aggressively investing in Generative AI. Management remains balanced despite longer client decision cycles and softness in BFSI compliance volumes.
Q2 FY27 consolidated revenue ₹414.5 Cr (+10.0% YoY), EBITDA ₹190.9 Cr (46.0% margin), PAT ₹131.5 Cr (+14.4% YoY). MF AuM ₹58.4 lakh Cr, 67% share.
Q2FY27 PAT ₹13.1 Cr (vs ₹10.5 Cr YoY), AUM ₹8,459 Cr (+11.8% YoY), NIM 8.9%, CAR 36.0%. Vehicle finance core; Micro LAP scaling.
Q2 FY27 revenue ₹333.6 Cr (down 17% YoY), EBITDA ₹35.1 Cr, PAT loss ₹(20.9) Cr. Net revenue margin rose 96 bps to 38.1%. Bank is progressing toward Small Finance Bank conversion.
Q2 FY27 revenue fell 45% YoY to ₹437 Cr with a ₹71 Cr loss. Pre-sales were ₹1,258 Cr (-5% YoY). Growth rests on MMR and Pune launches and redevelopment.
Black Buck delivered strong 51% revenue growth, fueled by aggressive customer acquisition and new initiatives.
Q2 FY27 consolidated revenue ₹26,664Mn (+22.4%), EBITDA ₹2,246Mn (+57.1%, 8.4% margin), PAT ₹1,211Mn (+52.7%). Pan-India retail expansion; Silvostyle acquired 1 Oct 2026.
Bank crosses ₹1 lakh crore business milestone despite MD P.N. Vasudevan's surprise resignation over family investment conflicts.
Q2 FY27 revenue ₹6,820 Mn (+16.0% YoY), EBITDA ₹2,851 Mn (41.8% margin), PAT ₹1,968 Mn (+51.3% YoY). Non-GPL growth and CDMO pickup drove results.
Q2 FY27 revenue ₹177.9 Cr (+30.2%), PAT ₹52.4 Cr (+9.2%); H1 revenue ₹341.2 Cr (+30.7%), PAT ₹108.9 Cr (+20.0%). Growth led by Ratings and Fintellix-driven R&A.
Q2FY27 standalone revenue Rs836 Cr (+44% YoY), PAT Rs61 Cr (+104%), Op. EBITDA Rs101 Cr (+68%). Vision 2030 targets over 2 MMTPA finished capacity.
Q2 FY27 revenue Rs 319.5 Cr (+24%), EBITDA Rs 101.8 Cr (31.9% margin), PAT Rs 61.3 Cr (+20%). Healthcare (+78%) drives growth; GLP-1 capacity and Abu Dhabi facility expansion underway.
Q2FY27 revenue ₹14,297m (+17.1% YoY), EBITDA ₹2,509m (17.6% margin), reported PAT ₹1,341m (+2.0%). Ex-US revenue surpassed US for the first time; US ~$375m FY28 aspiration pushed beyond FY28.