Satin Creditcare Network Earnings Call Transcript: Key Takeaways
Satin reports its highest-ever standalone half-yearly profit, nearing FY26 levels in six months.
- Call
- Guides 25% growth
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Satin reports its highest-ever standalone half-yearly profit, nearing FY26 levels in six months.
Aeroflex delivered record quarterly revenue crossing ₹200 Cr, transitioning from a hose manufacturer to an integrated liquid cooling skids provider for AI data centers.
Revenue recovered 43% QoQ as North American tariff issues resolved, offsetting Middle East volatility.
Prudent delivered record quarterly net sales amidst market volatility, though profit growth was dampened by treasury losses.
Q2 FY27 revenue ₹165.8 Cr (+28% YoY), PAT ₹26.3 Cr (+16%), EBITDA margin 24%. H1 FY27 revenue ₹322.6 Cr (+30%). AI and sales investments continue.
Q2 FY27 revenue ₹2,945 Cr (+47% YoY), EBITDA ₹412 Cr (+32%), PAT ₹153 Cr (+68%). H1 revenue ₹5,377 Cr (+42%). EBITDA margin compressed; no explicit guidance given.
Q2FY27 standalone revenue Rs1,309mn, up 28.3% YoY, but standalone PAT fell 6.1% as EBITDA margin dropped to 24.6%. Consolidated revenue rose 28.8%; consolidated PAT fell 29.2%.
Q2 FY27 (Q3CY26, Jul–Sep 2026) standalone: revenue ₹30,058mn (+27.4% YoY), EBITDA margin 18.7%, PAT ₹3,704mn (+20.8% YoY). Input costs weigh on margins; FCF down 81.7%.
Dodla Dairy delivered solid revenue growth but faced intense raw milk inflation. Margin compression is evident despite price hikes as input costs rose faster.
Q2 FY27 revenue ₹45.26 Cr (~9.0x YoY) and PAT ₹10.74 Cr; H1 FY27 revenue ₹83.11 Cr and PAT ₹19.77 Cr. Unaudited draft; AgriBridge is conceptual.
Zensar delivered secular revenue growth and margin expansion despite macro headwinds, pivotting heavily toward AI-native service delivery.
LT Foods reported robust 17% revenue growth driven by Basmati and specialty rice, despite significant shipping and freight cost headwinds impacting margins.
Q2 FY27 revenue ₹938.4 Cr (+7.0% YoY), EBITDA ₹76.2 Cr (8.1% margin), PAT ₹41.7 Cr (4.4%). Shopify migration hurt digital conversion. No numeric guidance given.
Q2 FY27 revenue INR 1,284 Mn (-2.0% YoY, +3.4% QoQ); EBITDA INR 24 Mn (1.9% margin); PAT loss INR 105 Mn. ONMO+ Smart Console live on Flipkart.
Q2 FY27: AUM ₹9,317 Cr (+68% YoY), PAT ₹125 Cr (+100% YoY), RoAAUM 5.78%, GNPA 2.18%. AUM growth guidance raised to 60%+ from 40%+.
Syngene reports a transitional quarter with sequential recovery but YoY declines due to the absence of the large Librela revenue stream.
Q2 FY27 consolidated total income Rs1,727 Mn (+30%), EBITDA Rs182 Mn (+60%), PAT Rs64 Mn (+226%); H1 income +28%. Reclaim rubber scaling.
Q2FY27 consolidated revenue ₹75.61 Cr (-1.24% YoY, +3.35% QoQ); operational EBITDA ₹7.04 Cr at 9.31% margin; PBT loss ₹2.95 Cr. Chemicals recovery offset by OPVC collapse.
Q2FY27 consolidated gross income INR 41.9bn (+12% YoY), EBITDA INR 15.7bn (+2%), margin 49%, PAT INR 654mn. Non-aero growth and Vizag launch drive the story.
Q3CY26 (quarter ended 30 Sep 2026): revenue INR39,331Mn (+12.9% YoY), reported PAT INR4,294Mn (+16.1% YoY). Adjusted EBIT margin 13.8%. AI-led strategy; no guidance given.
Q2 FY27 consolidated revenue ₹1,196 Cr (+17.4% YoY), EBITDA ₹64.1 Cr (5.4% margin, -30.9%), PAT ₹36.6 Cr (-44.3%). Milk procurement costs compressed gross margin to 23.1%.
City Union Bank crossed ₹1.5 lakh Cr business, showing strong recovery in NIMs and asset quality.
Management is navigating a leadership transition while struggling with sluggish revenue growth of 1.5%. Profit before tax doubled to ₹35 Cr due to cost efficiencies despite high brand investment.
Management reported strong growth across all segments, achieving an AUM of ₹2,42,630 Cr.
Q2 FY27 consolidated income ₹754.80 Cr (+14.43% YoY), EBITDA ₹40.11 Cr (+50.70%), PAT ₹25.94 Cr (+36.88%). Strategy: owned brands, surveillance, data infrastructure.
Q2 FY27 revenue ₹1,007 Cr (+67.5% YoY), EBITDA ₹874 Cr, PAT ₹269 Cr (+133.5%). BESS commissioning and RE capacity drove growth; FY27 BESS target raised.
Adani Ports shows robust growth across all engines, leading to a significant full-year guidance upgrade.
H1FY27 consolidated revenue Rs1,381Mn (+53%), EBITDA Rs182Mn (13% margin), PAT Rs147Mn (+95%) including Rs17.8Mn one-time tax credit. Targets ~45% revenue CAGR through FY30.
Q2FY27 revenue ₹192.6 Cr (+12% YoY, +43% QoQ); EBITDA ₹40.1 Cr at 20.8% margin; PAT ₹33.0 Cr (-28% YoY). Debt-free; capacity expanding to 14,000 MVA.
Meesho reported strong contribution margins driven by logistics efficiencies, but higher server costs and seasonal marketing spends limited overall operating leverage.