Modis Navnirman Investor Presentation: Key Takeaways
H1 FY27 revenue ₹127.64 Cr (+53% YoY), EBITDA ₹26.19 Cr (+63%), PAT ₹19.08 Cr (+59%). Redevelopment-led Mumbai pipeline; 10.50 lakh sq ft potential launches.
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H1 FY27 revenue ₹127.64 Cr (+53% YoY), EBITDA ₹26.19 Cr (+63%), PAT ₹19.08 Cr (+59%). Redevelopment-led Mumbai pipeline; 10.50 lakh sq ft potential launches.
Q2 FY27 PAT Rs 1,045 Cr (+196.5% YoY), core PAT Rs 1,036 Cr; NII Rs 6,184 Cr (+21%); GNPA 1.32%; FCNR(B) mobilisation Rs 34,390 Cr drives deposits.
Kotak delivered strong PAT growth led by a massive FCNR(B) deposit mobilization, which provided significant liquidity for future deployment. Management is prioritizing responsible growth while navigating a rising interest rate environment.
Q2 FY27 revenue ₹13,233 Mn (+335.7% YoY), operating EBITDA ₹1,973 Mn (14.9%), PAT ₹1,367 Mn (10.2%). AI Systems is 58.4% of revenue. ₹12,000 Mn raised via QIP.
Apollo Micro Systems Q2 FY27 consolidated revenue ₹3,881.5 Mn (+72.3% YoY), EBITDA ₹1,111.8 Mn (+87.8%), PAT ₹461.5 Mn (+53.7%); H1 revenue ₹6,394.4 Mn (+78.2%). Strategy: Vision 2036 global OEM, explosives integration.
H1 FY27 revenue ₹182.25 Cr (+32% YoY) but EBITDA flat at ₹22.55 Cr; margin fell to 12.4% from 16.0% on material cost volatility.
Q2 FY27 standalone revenue ₹3,595cr (+26% YoY), EBITDA ₹500cr (+14%), margin 14.2%, PAT ₹190cr (+8%). Grey volume +21%; 50 MTPA by FY30 target.
Q2 FY27 PAT ₹139 Cr (+27% YoY), AUM ₹12,592 Cr (+27% YoY, +6% QoQ), GNPA 2.6%, RoAAUM 4.6%, RoATE 15.0%. Focus remains secured MSME loans of ₹5–30 lakh.
Q2FY27: recurring AUM ₹26,737 Cr, customer assets ₹1.12 lakh Cr+, 17.25 lakh clients. Deck has no consolidated P&L or explicit guidance.
Q2FY27 consolidated PAT ₹5,645 cr (+26% YoY); Bank PAT ₹4,212 cr (+29%). NII +16%, credit cost 0.35% (0.79%), bank ROE 11.65%. Strategy: 'Transforming for scale' via segments, product businesses, tech/AI.
H1 FY27: revenue ₹19,596.41 lakhs (+183.10%), PAT ₹675.73 lakhs (+203.92%), but EBITDA margin fell to 6.07% from 7.73%. Growth tied to stock-in-trade purchases. No quantified guidance.
Revenue declined 1.5% YoY as lower Revlimid sales in North America offset strong double-digit growth in base business and emerging markets.
Tata Motors delivered strong revenue growth driven by double-digit volume expansion and international orders, though commodity inflation and supply constraints in EVs tempered structural margin gains.
Post-IPO transition marked by debt reduction and margin expansion through a premium shift to Glazed Vitrified Tiles (GVT).
Coforge delivered record order intake exceeding $1 billion, led by significant AI embedding and a successful Encore integration.
Q2 FY27: operating income INR 19,567 Mn, PAT INR 949 Mn (4.85%), operating EBITDA margin 7.59%. H1 FY27: income INR 36,494 Mn, PAT INR 3,313 Mn (9.08%), EBITDA margin 13.13%. Debt-free.
Q2 FY27 consolidated total income ₹823.74 Cr, PAT ₹34.99 Cr, EBITDA margin 12.47%. H1 PAT ₹94.27 Cr, EBITDA ₹233.92 Cr (16.27% margin). Strategy: integrated bioenergy across ethanol, CBG, SAF, retail.
Q2 FY27: USD revenue $487.6M, +20% YoY (+30.3% INR). Operating PAT Rs4,951.5M, +5% YoY; reported PAT Rs3,515.1M, -25.4% on Nagarro costs. Nagarro acquisition pending.
Shriram Finance delivered strong profit growth despite seasonal headwinds, though asset quality in drought-prone regions saw a temporary uptick. Management maintains a cautious but optimistic outlook for the busy second half.
Q2 FY27 revenue ₹116 Cr (+5.7% YoY), EBITDA ₹42 Cr at 36.1% margin, PAT ₹26 Cr. H1 revenue ₹189 Cr (+17.8% YoY). Closing order book record ₹626 Cr; defence scaling.
Resilient performance despite gas supply and logistics constraints; focus on premium product mix supported profitability.
UTI AMC Q2 FY27: consolidated revenue ₹414cr (-1% YoY), PAT ₹132cr (+17%), Core PAT ₹131cr (+22%). UTI MF QAAUM ₹4.02 lakh cr (+6.3% YoY); group AUM down 27% YoY on EPFO reallocation.
H1 FY27 revenue ₹16,047 Mn (+24.5% YoY) but PAT fell to ₹901 Mn (5.6% margin) from ₹1,875 Mn. EBITDA margin 9.2% amid geopolitical cost pressure.
DCB Bank delivers record quarterly net profit, hitting long-term ROE targets early despite NIM compression.
Q2FY27 consolidated total income Rs4,850 Cr (+20% YoY), EBITDA Rs343 Cr (-36%), PAT Rs60 Cr (-73%). Margins compressed sharply; no guidance given.
Q2 FY27 revenue ₹59.1 Cr (+15.0% YoY), adj. EBITDA ₹10.0 Cr (-12.1%), PAT ₹6.4 Cr (+10.6%). H1 revenue ₹110.4 Cr. AI product push continues.
SBI Funds Management sustained its industry leadership with a 15% market share, balancing strong equity and SIP growth against a significant one-time mandate reallocation in its PMS business.
JSW Steel reported record production and sales volumes despite margin pressure from rising input costs.
Q2 FY27 standalone revenue ₹165.24 Cr (2.7x QoQ) and PAT ₹14.21 Cr; consolidated revenue ₹242.49 Cr, PAT ₹14.25 Cr. Management stresses margin discipline and no numeric guidance.
Q2 FY27 revenue ₹1,340.6 Cr (+9.8%), EBITDA ₹117.7 Cr (+46%, 8.8% margin), PAT ₹74.1 Cr (+202%). H1 revenue down ~10%; ₹200 Cr specialty expansion planned.