The Cloaked Gaze 👀

Posting every result in real time has become extremely tiring and exhausting I'm currently completely burned out Covering almost 150 results every day takes up nearly my entire day and has started affecting my overall schedule, especially my sleep Moreover, with so many X accounts now posting results using AI, getting access to result updates has become much easier It also started feeling like an endless loop, with no real break So, I've decided to stop posting every company's results However, I'll continue sharing: 1) Newspaper Readings 2) Business Updates 3) Auto Sales Data 4) Company Press Releases, especially those highlighting interesting developments and results 5) Interesting Businesses worth reading about Time to step back, reduce the noise, reclaim some personal time and focus on what I genuinely enjoy ☮️

Rentomojo — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #rentomojo Revenue ₹142.11 Cr vs ₹93.01 Cr (+52.79% YoY┃+12.50% QoQ) EBITDA ₹57.16 Cr vs ₹37.62 Cr (+51.95% YoY┃+10.98% QoQ) EBITDA Margin 40.22% vs 40.44% YoY & 40.77% QoQ PBT (Excl. Exceptional) ₹23.99 Cr vs ₹15.77 Cr (+52.19% YoY┃+9.40% QoQ) PAT ₹18.19 Cr vs ₹48.61 Cr (-62.58% YoY┃+132.14% QoQ) Other Income ₹1.68 Cr vs ₹0.92 Cr YoY & ₹0.77 Cr QoQ Last Q1 Exceptional loss of ₹11.36 Cr

Titagarh Rail Systems — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #Titagarh Revenue ₹792.56 Cr vs ₹799.03 Cr (-0.81% YoY┃+3.59% QoQ) EBITDA ₹106.93 Cr vs ₹83.63 Cr (+27.86% YoY┃+12.70% QoQ) EBITDA Margin 13.49% vs 10.47% YoY & 12.40% QoQ PBT ₹82.01 Cr vs ₹62.73 Cr (+30.73% YoY┃+15.70% QoQ) PAT ₹63.20 Cr vs ₹42.43 Cr (+48.95% YoY┃+20.20% QoQ) PAT After Minority interest ₹63.17 Cr vs ₹42.33 Cr (+49.23% YoY┃+20.14% QoQ) Other Income ₹7.21 Cr vs ₹14.44 Cr YoY & ₹6.64 Cr QoQ

Dredging Corporation of India — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #Dredging Revenue ₹211.28 Cr vs ₹211.79 Cr (-0.24% YoY┃-40.56% QoQ) EBITDA ₹41.15 Cr vs ₹24.95 Cr (+64.91% YoY┃-33.50% QoQ) EBITDA Margin 19.47% vs 11.78% YoY & 17.41% QoQ PBT +₹7.51 Cr vs -₹33.07 Cr YoY & +₹11.50 Cr QoQ (-34.69% QoQ) PAT +₹7.31 Cr vs -₹34.18 Cr YoY & +₹11.24 Cr QoQ (-34.94% QoQ) Other Income ₹0.55 Cr vs ₹1.34 Cr YoY & ₹1.03 Cr QoQ

Suraksha Diagnostic — Q2FY27 #Q2Results #Q2FY27 #Suraksha ✓ Q2 FY27 • Total Income ₹100.58 Cr (+26% YoY) • EBITDA ₹36.32 Cr (+45% YoY) • EBTIDA Margin 36.7% vs 31.7% YoY • PAT ₹14.95 Cr (+69% YoY) • PAT Margin 15.1% vs 11.2% YoY Operational Highlights** • Total Tests 2.32 million (+5% YoY) • Total Patients 0.42 million (+12% YoY) • Tests per Patient 5.50 vs 5.83 YoY • Average Revenue per Test ₹427 (+19% YoY) • Average Revenue per Patient ₹2,348 (+13% YoY) ✓ H1 FY27 • Total Income ₹189.31 Cr (+24% YoY) • EBITDA ₹67.85 Cr (+37% YoY) • EBITDA Margin 36.3% vs 32.8% YoY • PAT ₹27.80 Cr (+54% YoY) • PAT Margin 14.9% vs 11.9% YoY Operational Highlights** • Total Tests 4.42 million (+7% YoY) • Total Patients 0.80 million (+12% YoY) • Tests per Patient 5.53 vs 5.78 YoY • Average Revenue per Test ₹422 (+15% YoY) • Average Revenue per Patient ₹2,335 (+10% YoY) ✓ Management Commentary • Described Q2 FY27 as a continuation of strong growth momentum, with healthy growth across the business • Growth supported by sustained growth in patient and test volumes • Centres commissioned over the past few quarters are progressively maturing and adding to overall growth • Opened five new centres in the quarter: two hub centres and three spoke centres • In line with the strategy of building clusters and increasing density around them • Strengthened presence across West Bengal • Laying the groundwork for expansion into newer markets Suraksha Genomics** • Continues to focus on building its presence and strengthening its growth trajectory • Still at an early stage, but management believes genomics could become an increasingly meaningful contributor over the coming years H2 FY27 Focus** • Driving sustainable growth through the existing network • Improving the contribution of maturing centres • Pursuing disciplined expansion across newer markets

Balmer Lawrie Investments — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #Balmer Revenue ₹803.15 Cr vs ₹638.39 Cr (+25.81% YoY┃+6.92% QoQ) EBITDA ₹108.12 Cr vs ₹70.18 Cr (+54.06% YoY┃+5.95% QoQ) EBITDA Margin 13.46% vs 10.99% YoY & 13.59% QoQ PBT Before Share of JV/Associates ₹88.03 Cr vs ₹58.21 Cr (+51.22% YoY┃+9.82% QoQ) PBT ₹107.16 Cr vs ₹74.92 Cr (+43.03% YoY┃+13.25% QoQ) PAT ₹81.76 Cr vs ₹57.10 Cr (+43.19% YoY┃+12.64% QoQ) PAT After Minority interest ₹52.19 Cr vs ₹36.88 Cr (+41.52% YoY┃+14.74% QoQ) Other Income ₹10.63 Cr vs ₹10.71 Cr YoY & ₹10.63 Cr QoQ

Midwest — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #Midwest Revenue ₹182.54 Cr vs ₹158.69 Cr (+15.03% YoY┃-4.85% QoQ) EBITDA ₹47.64 Cr vs ₹46.53 Cr (+2.38% YoY┃-2.52% QoQ) EBITDA Margin 26.10% vs 29.32% YoY & 25.47% QoQ PBT ₹40.80 Cr vs ₹37.64 Cr (+8.38% YoY┃-2.99% QoQ) PAT ₹30.25 Cr vs ₹27.71 Cr (+9.16% YoY┃-2.55% QoQ) Other Income ₹6.93 Cr vs ₹2.06 Cr YoY & ₹5.93 Cr QoQ

MMTC — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #MMTC Total Income ₹37.92 Cr vs ₹38.47 Cr YoY & ₹146.12 Cr QoQ PBT Before Share of JV/Associates +₹16.29 Cr vs +₹14.33 Cr YoY & +₹124.50 Cr QoQ PBT (Excl. Exceptional) +₹31.99 Cr vs +₹51.55 Cr YoY & +₹135.01 Cr QoQ PAT +₹25.17 Cr vs +₹170.81 Cr YoY & +₹104.24 Cr QoQ In Q2FY26 Exceptional Gain of ₹378 Cr

Simplex Infrastructures — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #simplex Revenue ₹360.78 Cr vs ₹247.99 Cr (+45.48% YoY┃+24.17% QoQ) EBITDA ₹39.73 Cr vs ₹15.96 Cr (+148.93% YoY┃+89.46% QoQ) EBITDA Margin 11.01% vs 6.44% YoY & 7.22% QoQ PBT (Excl. Exceptional) ₹32.00 Cr vs ₹13.04 Cr (+145.40% YoY┃+115.78% QoQ) PAT ₹23.55 Cr vs ₹8.62 Cr (+173.20% YoY┃+120.71% QoQ) PAT After Minority interest ₹23.02 Cr vs ₹8.51 Cr (+170.51% YoY┃+120.50% QoQ) Other Income ₹1.61 Cr vs ₹9.27 Cr YoY & ₹3.26 Cr QoQ

Quadrant Future Tek — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #QuadrantFuture Revenue ₹37.22 Cr vs ₹34.40 Cr (+8.19% YoY┃-8.31% QoQ) EBITDA -₹4.29 Cr vs -₹12.90 Cr YoY & -₹3.35 Cr QoQ EBITDA Margin -11.52% vs -37.50% YoY & -8.25% QoQ PBT -₹7.54 Cr vs -₹15.58 Cr YoY & -₹7.31 Cr QoQ PAT -₹7.66 Cr vs -₹15.89 Cr YoY & -₹9.13 Cr QoQ Other Income ₹0.58 Cr vs ₹2.45 Cr YoY & ₹0.45 Cr QoQ

Pilani Investment and Industries Corporation — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #Pilani Holding Company** PAT +₹394.16 Cr vs +₹44.71 Cr YoY & -₹47.25 Cr QoQ (+781.50% YoY)

Kalyan Jewellers India — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #KALYANKJIL Revenue ₹10322.62 Cr vs ₹7856.03 Cr (+31.40% YoY┃-2.51% QoQ) EBITDA ₹644.46 Cr vs ₹497.00 Cr (+29.67% YoY┃+1.89% QoQ) EBITDA Margin 6.24% vs 6.33% YoY & 5.97% QoQ PBT (Excl. Exceptional) ₹486.61 Cr vs ₹350.27 Cr (+38.93% YoY┃+4.69% QoQ) PAT ₹427.10 Cr vs ₹260.51 Cr (+63.95% YoY┃+22.49% QoQ) Other Income ₹78.04 Cr vs ₹51.41 Cr YoY & ₹55.74 Cr QoQ This Q2 Exceptional Gain of ₹73.46 Cr

Avanti Feeds — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #AvantiFeeds Revenue ₹1752.52 Cr vs ₹1608.87 Cr (+8.93% YoY┃-7.76% QoQ) EBITDA ₹78.02 Cr vs ₹193.72 Cr (-59.73% YoY┃-26.30% QoQ) EBITDA Margin 4.45% vs 12.04% YoY & 5.57% QoQ PBT (Excl. Exceptional) ₹113.49 Cr vs ₹226.63 Cr (-49.92% YoY┃-27.56% QoQ) PAT ₹73.92 Cr vs ₹168.79 Cr (-56.21% YoY┃-36.45% QoQ) PAT After Minority interest ₹68.95 Cr vs ₹153.29 Cr (-55.02% YoY┃-33.25% QoQ) Other Income ₹50.42 Cr vs ₹49.44 Cr YoY & ₹65.72 Cr QoQ This Q2 Exceptional loss of ₹17.12 Cr

Suraksha Diagnostic — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #Suraksha Revenue ₹99.07 Cr vs ₹78.73 Cr (+25.84% YoY┃+13.04% QoQ) EBITDA ₹34.81 Cr vs ₹24.11 Cr (+44.37% YoY┃+14.36% QoQ) EBITDA Margin 35.14% vs 30.63% YoY & 34.73% QoQ PBT ₹18.87 Cr vs ₹12.05 Cr (+56.66% YoY┃+14.20% QoQ) PAT ₹14.95 Cr vs ₹8.83 Cr (+69.36% YoY┃+16.39% QoQ) PAT After Minority interest ₹15.01 Cr vs ₹8.99 Cr (+67.02% YoY┃+15.39% QoQ) Other Income ₹1.50 Cr vs ₹0.85 Cr YoY & ₹1.09 Cr QoQ

Covance Softsol — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #Softsol Revenue ₹28.10 Cr vs ₹33.17 Cr (-15.30% YoY┃-4.00% QoQ) EBITDA ₹3.91 Cr vs ₹8.54 Cr (-54.16% YoY┃-23.70% QoQ) EBITDA Margin 13.93% vs 25.73% YoY & 17.52% QoQ PBT ₹9.29 Cr vs ₹9.79 Cr (-5.08% YoY┃-42.49% QoQ) PAT ₹6.87 Cr vs ₹7.68 Cr (-10.62% YoY┃-45.72% QoQ) Other Income ₹7.05 Cr vs ₹2.69 Cr YoY & ₹11.88 Cr QoQ

Matrimony. Com — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #Matrimony Revenue ₹134.76 Cr vs ₹114.59 Cr (+17.60% YoY┃+3.26% QoQ) EBITDA ₹30.12 Cr vs ₹12.10 Cr (+148.93% YoY┃+14.66% QoQ) EBITDA Margin 22.35% vs 10.56% YoY & 20.13% QoQ PBT ₹27.31 Cr vs ₹9.94 Cr (+174.75% YoY┃+9.11% QoQ) PAT ₹20.73 Cr vs ₹7.76 Cr (+167.14% YoY┃+8.65% QoQ) Other Income ₹5.88 Cr vs ₹6.13 Cr YoY & ₹6.56 Cr QoQ

Cochin Shipyard — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #Cochin Revenue ₹1249.19 Cr vs ₹1118.59 Cr (+11.68% YoY┃+14.16% QoQ) EBITDA ₹50.94 Cr vs ₹73.66 Cr (-30.84% YoY┃-73.63% QoQ) EBITDA Margin 4.08% vs 6.59% YoY & 17.65% QoQ PBT ₹75.08 Cr vs ₹149.91 Cr (-49.92% YoY┃-62.92% QoQ) PAT ₹53.77 Cr vs ₹107.53 Cr (-49.99% YoY┃-64.50% QoQ) Other Income ₹82.62 Cr vs ₹127.30 Cr YoY & ₹67.04 Cr QoQ

Nile — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #NILE Revenue ₹221.66 Cr vs ₹273.99 Cr (-19.10% YoY┃-21.04% QoQ) EBITDA ₹5.48 Cr vs ₹17.51 Cr (-68.70% YoY┃-48.16% QoQ) EBITDA Margin 2.47% vs 6.39% YoY & 3.77% QoQ PBT ₹5.17 Cr vs ₹16.22 Cr (-68.16% YoY┃-54.55% QoQ) PAT ₹2.67 Cr vs ₹11.60 Cr (-76.95% YoY┃-67.17% QoQ) PAT After Minority interest ₹2.74 Cr vs ₹11.66 Cr (-76.52% YoY┃-66.50% QoQ) Other Income ₹1.04 Cr vs ₹0.12 Cr YoY & ₹2.20 Cr QoQ

Hirect (Formerly Hind Rectifiers) — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #Hirect Revenue ₹315.69 Cr vs ₹227.15 Cr (+38.98% YoY┃+22.15% QoQ) EBITDA ₹13.59 Cr vs ₹25.89 Cr (-47.49% YoY┃+2.85% QoQ) EBITDA Margin 4.31% vs 11.40% YoY & 5.11% QoQ PBT (Excl. Exceptional) ₹5.04 Cr vs ₹19.64 Cr (-74.36% YoY┃-37.82% QoQ) PAT ₹2.87 Cr vs ₹14.72 Cr (-80.51% YoY┃-55.85% QoQ) PAT After Minority interest ₹6.82 Cr vs ₹14.72 Cr (-53.69% YoY┃-27.63% QoQ) Other Income ₹0.98 Cr vs ₹0.13 Cr YoY & ₹4.33 Cr QoQ This Q2 Exceptional Gain of ₹2.67 Cr

Vardhman Holdings — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #Vardhman Holding Company* PBT ₹123.78 Cr vs ₹57.49 Cr (+115.31% YoY┃+23.36% QoQ) PAT ₹111.44 Cr vs ₹46.12 Cr (+141.63% YoY┃+13.62% QoQ)

MRF — Q2FY27 Results 🔔 #Q2Results #Q2FY27 #MRF Revenue ₹8660.19 Cr vs ₹7378.72 Cr (+17.37% YoY┃+2.91% QoQ) EBITDA ₹957.53 Cr vs ₹1125.51 Cr (-14.92% YoY┃-3.34% QoQ) EBITDA Margin 11.06% vs 15.25% YoY & 11.77% QoQ PBT ₹521.81 Cr vs ₹700.45 Cr (-25.50% YoY┃-19.68% QoQ) PAT ₹386.99 Cr vs ₹527.43 Cr (-26.63% YoY┃-21.88% QoQ) Other Income ₹131.39 Cr vs ₹110.28 Cr YoY & ₹195.06 Cr QoQ