Gandhar Oil Refinery (India) Investor Presentation: Key Takeaways
Record Q2 FY27 revenue ₹1,847 Cr (+73% YoY), EBITDA ₹288 Cr (15.6% margin), PAT ₹186 Cr. H1 revenue ₹3,579 Cr, PAT ₹392 Cr. Consolidated, unaudited.
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Record Q2 FY27 revenue ₹1,847 Cr (+73% YoY), EBITDA ₹288 Cr (15.6% margin), PAT ₹186 Cr. H1 revenue ₹3,579 Cr, PAT ₹392 Cr. Consolidated, unaudited.
Q2 FY27 record order inflow ₹1477bn (+28%), revenue ₹787.5bn (+16%), PAT ₹52bn (+33%); EBITDA margin compressed to 8.7%.
SG Mart is aggressively transitioning from pure trading to a higher-margin manufacturing and service center model. While earnings grew 100% YoY in H1, management is navigating commodity volatility and logistics headwinds.
LEAP India reports robust 23% revenue growth driven by asset scaling and strategic acquisitions. Focus shifts to backward integration in plastics through Vimpro and GCC expansion.
Q2 FY27 consolidated total income ₹683 Cr (+21%), EBITDA ₹103 Cr (15.1% margin), PAT ₹32 Cr; Aerospace outpaces Precision Tech; net cash surplus ₹77 Cr.
Q2/H1 FY27 deck: H1 consolidated revenue ₹5,389 Cr, PAT ₹1,202 Cr; order book ₹16,443 Cr as of 30 Sep 2026. No explicit guidance given.
Acevector transitions through seasonal shifts, focusing on AI-driven value fashion for Gen Z.
Q2 FY27 revenue ₹749 Cr (+7%), PAT ₹53 Cr (-12%); H1 revenue ₹1,275 Cr (+18%), pre-sales ₹1,602 Cr (+111%). Asset-light JDA scale-up is driving pre-sales.
Q2 FY27: AUM ₹1,80,098 Mn (+27.0% YoY), PAT ₹1,702 Mn (+29.1% YoY), ROA 4.2%, ROE 14.9%, GS3 1.7%. Record quarterly disbursements of ₹17,048 Mn.
Q2 FY27 revenue ₹600.05 Cr (+38.8% YoY), PAT ₹52.49 Cr (+51.9%), EBITDA ₹83.86 Cr; H1 PAT +72%. Strategy: forging line (₹475 Cr) and ~₹2,600 Cr capex.
Parent JSW Infrastructure deck, filed by Navkar. Q2 consolidated Op EBITDA ₹674 Cr (+11%), margin 45.5%. Navkar Q2 revenue ₹223 Cr (+37%).
Revenue fell 6% YoY due to sharp spending pullbacks by Global System Integrator (GSI) clients, masking 17% growth in the banking segment.
Strong Q2 performance driven by volume growth across specialty chemicals and nutrition despite price softness in China.
SMC Global delivered solid revenue growth led by NBFC and insurance segments, though derivative trading regulations temporarily dampened broking margins.
RIR Power Electronics reports strong revenue growth driven by the railways and power sectors, while margins saw a slight compression due to raw material costs and exhibition expenses.
Vedanta Iron and Steel reports EBITDA growth despite seasonal mining headwinds and plant shutdowns. Management is banking on H2 recovery and long-term capacity expansion to 5MT.
Management reports record Q2 FY27 revenue of ₹120 Cr (~40% YoY), 16.56% EBITDA margin and ₹13.48 Cr PAT (+43.7%). Growth is capacity-constrained, with 10–20 machines refunded monthly and the new plant due around 2028.
Q2 FY27 standalone revenue INR72.5 Cr (+49% YoY); EBITDA INR17.8 Cr (+159%), margin 25% on EV mix and operating leverage.
Q2FY27 consolidated revenue ₹22,202 Cr (+26% YoY), EBITDA ₹623 Cr (+11% YoY), UVG 14%. H1 revenue ₹42,250 Cr (+22%), H1 EBITDA ₹1,347 Cr (+25%).
Q2 FY27 revenue ₹526 Cr (+4% YoY), PAT ₹221 Cr (-8% YoY); H1 revenue ₹1,152 Cr (+7%), PAT ₹530 Cr (+2%). Strategy: passives, SIF, alternates, EPFO/ESIC mandates, direct channel build.
Acutaas reports high-growth Q2 fueled by pharma intermediates and CDMO scaling, despite commodity chemical phase-outs.
Revenue grew 25% YoY, but margins faced headwinds from gold price volatility and product mix shifts.
Paramount is recovering from US tariff shocks with 31% revenue growth, focused on high-margin HTLS conductors.
Cipla delivered record India revenue and margin expansion, masking high-stakes US product approval dependencies.
Q2FY27 revenue Rs15.6bn (-8% YoY), EBITDA Rs720mn (4.6% margin, +297bps YoY), PAT Rs540mn (+104% YoY). Strategy: scale service centres, solar structures and steel profiles.
Q2 FY27 consolidated revenue ₹1,481 Cr (+17% YoY), operating EBITDA ₹674 Cr (45.5% margin, +11%), PAT ₹328 Cr (down 11%). H1 revenue ₹2,926 Cr (+18%). Logistics scaling via Navkar and GCT.
Q2FY27 call disclosed no financial figures. Management held food margins flattish for 1–2 years, reinvested in quick commerce expansion, maintained the $1B FY29 Adjusted EBITDA guide, and declined to quantify key metrics.
Kirloskar Pneumatic reported a weak Q2 with revenue down YoY due to export and engineering execution delays.
Revenue jumped 78% YoY, primarily driven by raw material price inflation and volume growth, though export constraints persisted.
Revenue up ~27% YoY on volume growth, but EBITDA up only ~14% as cost inflation squeezes margins. Thailand near full capacity; 50,000-ton expansion planned; price hikes deferred to December.