NOCIL Investor Presentation: Key Takeaways
Q2FY27 revenue ₹427 Cr (+33% YoY), PAT ₹24 Cr (+98%), EBITDA margin 8.4%. Strategy: China+1 sourcing shift, ₹250 Cr Dahej TDQ expansion, integrated speciality rubber chemicals project.
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Q2FY27 revenue ₹427 Cr (+33% YoY), PAT ₹24 Cr (+98%), EBITDA margin 8.4%. Strategy: China+1 sourcing shift, ₹250 Cr Dahej TDQ expansion, integrated speciality rubber chemicals project.
Q2 FY27 consolidated revenue INR 8,448 Mn (+20.1%); Company EBITDA pre-IND AS 116 INR 432 Mn (5.1% margin); reported PAT loss INR 238 Mn.
Apar delivered 77.8% PAT growth despite volume contraction in oils and conductors, aided by premiumization and margin expansion. A successful ₹2,500 Cr QIP significantly strengthened the balance sheet.
IEX Q2 FY27 deck discloses no quarterly P&L. RTM is 41% of H1 FY27 electricity volumes (~33 BU). Strategy centres on Green RTM, peak contracts, carbon credits and market coupling.
United Spirits delivered resilient 6.3% P&A revenue growth despite significant regulatory headwinds from FSSAI and policy changes. Management remains aggressively optimistic, front-loading marketing spend ahead of the festive season.
Management projects robust growth despite temporary margin compression in aluminum and higher debt levels.
Q2 FY27 standalone (unaudited): revenue Rs 63.99 Cr (+44.75% YoY), PAT Rs 3.54 Cr (+184% YoY), EBITDA margin 7.99%. Strategy: value-added copper products and import substitution.
Q2 FY27 revenue Rs 1,089.40 Cr (+41.58% YoY), PAT Rs 77.94 Cr (+174.50%), EBITDA margin 15.17%. H1 revenue Rs 2,062.85 Cr (+42.50%); value-added dairy and protein drive growth.
Q2 FY27 revenue ₹341 Cr (+16% YoY) and PAT ₹43 Cr; H1 revenue ₹667 Cr (+16%), PAT ₹91 Cr (+38%). New Manak Tabra plant commissioned 22 Sep 2026.
Q2 FY27 standalone net sales up 14.8% to ₹8,424 cr; PAT up 14.6% to ₹1,096 cr. Gross margin down 339 bps to 40.3% on steep inflation.
Q2FY27 revenue ₹2,486 Cr (+7% YoY), EBITDA ₹1,393 Cr (+34%, 56% margin), PAT ₹746 Cr. Price-led growth; gross production down 19% YoY.
MAS Financial continues its consistent growth trajectory, crossing the ₹17,000 crore AUM milestone. Management remains confident in achieving a ₹1 lakh crore AUM by 2036 while maintaining robust asset quality and capital adequacy.
Aarti Pharmalabs delivered record quarterly revenue driven by strong CDMO growth, though aggressive capex is temporarily elevating debt and working capital.
Q2 FY27 revenue Rs 2,565.9m (+4.3% YoY); loss narrowed to Rs 131.2m from Rs 326.2m on higher sugar realisation (Rs 4,530.6/qtl). H1 loss Rs 388.5m; nil crushing hurt volumes.
Q2 FY27 consolidated revenue up 44% YoY; core revenue ₹768 Cr (+24%) with EBITDA margin down to 11.5% from 14.8%. GEML revenue ₹410 Cr (+106%), EBITDA loss narrowed to ₹24 Cr.
Q2FY27 revenue INR 28,256mn (US$296mn), up 22.2% YoY, 12.3% constant currency. EBIT margin 12.5%, PAT INR 2,328mn. Eighth straight quarter of margin expansion.
Management is pivotting to high-margin battery storage (BESS) and peak power to mask grid connectivity delays impacting solar commissioning.
PNC reports strong revenue growth but remains under pressure from a temporary NHAI debarment stay and solar project cancellation.
Q2 FY27 consolidated revenue Rs 799.7 Cr (+16.1% YoY), core EBITDA Rs 89.2 Cr (11.2%, +300 bps), PAT Rs 42.7 Cr (+167% YoY). H1 revenue +18.2%.
Q2 FY27 revenue INR 5,286 Mn (+11% YoY, -6% QoQ); EBITDA INR 874 Mn at 17% margin (-378 bps YoY); PAT INR 373 Mn (-21% YoY). AI-enabled offerings 17% of revenue.
Trent Q2 FY27 standalone revenue ₹5,788 Cr (+23%), Op EBITDA ₹791 Cr (+37%), PAT ₹490 Cr (+9%). Store expansion and Star growth drive results; fashion LFL mid-single digit.
Q2 FY27 consolidated revenue ₹270.8 Cr (+25.1%), EBITDA ₹89.3 Cr (33.0% margin), PAT before exceptions ₹60.2 Cr (+25.7%). Debt-free; NHL radiology divestment pending.
Strong standalone revenue growth of 26.5% YoY is severely diluted by structural losses in Thailand. Management is prioritizing high-margin specialized ABS grades while defensively reducing exposure to volatile, commoditized polystyrene volumes.
Symphony delivered strong Q2 growth driven by international subsidiaries and strategic Indian revenue diversification.
Q2 FY27 consolidated net sales ₹4,396 cr, +19% (15% constant currency); UVG 8%; EBITDA +12%; reported PAT ₹523 cr, +14%. Africa/USA/ME +40%, Indonesia +20%.
Q2FY27 record PAT Rs218 Cr (vs Rs24 Cr); RoA 1.31%, RoE 13.50%; advances up 30% YoY to Rs50,669 Cr; NIM compressed to 6.69% on surplus liquidity.
Q2 FY27 revenue ₹95.8 Cr (+31% YoY); H1 +32%, but EBITDA margin fell to ~12% from 16% on material cost inflation; PBT flat at ₹19.79 Cr. No numeric guidance.
Gokul Agro reports strong Q2 profit growth but high inventory levels due to pre-duty hike trade deferment. Management is shifting focus toward higher-margin B2C retail and biodiesel to improve quality of earnings.
Q2 FY27 consolidated revenue ₹1,722.96 Cr (+35.8%), PAT ₹60.16 Cr (+89.8%), EBITDA margin 8.36%. Strategy: export growth, windmill and cylinder ramp-ups, working-capital discipline.
Q2 FY27 standalone revenue ₹4,026.5 Mn (+12.3% YoY), PAT ₹493.6 Mn (+6.3%), EBITDA margin 18.5%. H1 revenue ₹9,078.5 Mn (+38.9%). Scaling rooftop and entering BESS.