Meesho Q2 FY27 results - Revenue up 34%, losses narrow sharply Revenue: ₹4,120 crore (+34% YoY) PAT: Loss of ₹132 crore vs loss of ₹411 crore in Q2 FY26 • NMV grew 23% YoY to ₹12,911 crore • Festive-aligned NMV up 33% as sale shifted into Q3 • Annual transacting users rose 21% to 284 million • Contribution margin expanded to 6.0% of NMV from 4.6% QoQ • Free cash flow of ₹345 crore, cash balance ₹7,048 crore Disc: Not a buy / sell recommendation. #MEESHO #Q2FY27 #Results

Satin Creditcare Q2 FY27 results - Record quarterly profit, AUM up 31%, asset quality improves Revenue: ₹933 crore (+31% YoY) PPOP: ₹324 crore (+53% YoY) PAT: ₹176 crore (+231% YoY) • Disbursements rose 41% YoY to ₹3,697 crore • GNPA eased to 1.94% from 2.18% in June • Standalone PAR 1 improved to 2.92% from 5.79% a year ago • Credit cost fell 236 bps YoY to 2.47% • ₹50 crore management overlay kept as buffer against credit stress Outlook: Management sees growth opportunities in housing, MSME, technology and alternative investments. Disc: Not a buy / sell recommendation. #SATIN #Q2FY27 #Results

Bandhan Bank Q2 FY27 results - PAT up sharply, lower provisions, asset quality improves, CASA dips NII: ₹2,960 crore (+14.4% YoY, +1.4% QoQ) Operating profit: ₹1,556 crore (+18.8% YoY, +14.6% QoQ) PAT: ₹622 crore (+455.7% YoY, +23.9% QoQ) • Provisions fell to ₹718 crore from ₹1,153 crore a year ago • GNPA improved to 3.1% from 5.0%, NNPA at 0.9% • Gross advances grew 13.1% YoY to ₹1.58 lakh crore • Secured mix rose to 57.3%, EEB share of book down to 33% • CASA ratio slipped to 26.7%, down 269 bps QoQ Outlook: Management will keep focusing on strengthening the retail franchise and deepening customer relationships. Disc: Not a buy / sell recommendation. #BANDHANBNK #Q2FY27 #Results

Waaree Energies Q2 FY27 concall insights - US order reset, H2-heavy guidance 📊 Quarterly Performance • Revenue rose 23.9% YoY to ₹7,518cr but fell about 5% QoQ. H1 revenue grew 47% YoY to ₹15,450cr. • Operating EBITDA fell 5% YoY to ₹1,335cr. Margin eased to 17.8% from 18.2% in Q1, which included a ₹349cr US duty refund versus ₹11cr in Q2. • PAT fell 14% YoY to ₹754cr. Net cash stood at about ₹3,224cr, and H1 operating cash flow rose almost 5x YoY. 🚀 Business Growth Drivers • H1 retail revenue nearly doubled YoY to ₹5,753cr, or 37% of revenue, already above full-year FY26 retail sales of ₹5,515cr. • Domestic US manufacturing revenue grew 113% YoY in H1. US-made modules earn 8–9 cents/watt EBITDA (with IRA benefits) versus 3–4 cents for exports from India. • Non-solar businesses such as BESS, EPC, transformers and inverters are expected to rise to 30–35% of revenue in 2–3 years from 15–20% now. ⚖️ Order Book & Execution Watchpoints • Order book stood at about ₹59,200cr, including 25.6 GW of modules. About 3 GW+ of US export orders were deemed closed after Section 232, cutting the export share to 7.8% from about 24%. • Domestic module utilisation fell to 45%. Management called it temporary, linked to supply-chain replanning after the ALMM List-II extension. • Management expects module price corrections. Domestic DCR spot prices are 20–21 cents/watt for utility and 23–24 cents for retail. 🎯 Maintained Guidance & Outlook • FY27 operating EBITDA guidance maintained at ₹7,000–7,700cr. H2 is expected to contribute 55–60%, with Q4 the strongest. • The H2 ramp-up rests on a 10 GW cell plant (5 GW each in Q3 and Q4), 3.2 GW of new US module capacity by March 2027 and a 5 GWh BESS line in Q3. 🔗 Link to full concall in thread for reference. Disc: This is not a buy or sell recommendation. Shared for educational and informational purposes only. #WAAREEENER #Q2FY27 #Concall

TVS Motor - The board approved spinning off the consumer finance business into Harita ARC, a wholly owned subsidiary that will be listed separately. Shareholders get 1 Harita share for each TVS Motor share.