krishna kumar

Good #Q2FY27-29/10/26 from 6pm till 8pm Deepak Nitrite #DeepakNitrite #DeepakNtr Big beat vs all estimates Blockbuster set and probably would be results of the day Solid Q2FY27 with big YoY uptick, goo QoQ uptick As management clarified after Q1 nos that Q1 had no inventory gains, Q2 reaffirms that Rev at 3076cr vs 1901cr⏫62% YoY, Q1 at 2577cr⏫19% QoQ EBITDA at 627cr vs 204cr⏫207% YoY, ⏫ 16% QoQ PBT at 543cr vs 163cr, Q1 at 468cr PAT at 398cr vs 119cr, Q1 at 345cr OCF at 651cr vs 204cr🔥 Phenolics rev⏫72% Advanced intermediates Rev ⏫38% Suryoday Small Finance Bank #Suryoday #SuryodaySFB NII ⏫ 35% PPOP at 145cr vs 79cr, Q1 at 139cr PBT at 104cr vs 39cr, Q1 at 102cr PAT at 77cr vs 30cr, Q1 at 75cr GNPA sharply down QoQ and YoY NNPA slightly higher QoQ RoA at 0.37% vs 0.19% Teamtech Formwork Solutions #TeamTech Solid H1FY27 with good uptick vs H2FY26 and H1FY26 Rev at 49cr vs 16cr, H2 at 37cr PBT at 14cr vs 4cr H2 at 12cr PAT at 10cr vs 3cr, H2 at 8.5cr Timken India #Timken Rev at 969cr vs 773cr, Q1 at 929cr PBT at 156cr vs 121cr, Q1 at 150cr PAT at 117ce vs 89cr, Q1 at 115cr OCF at 260cr vs 235cr Alivus Lifesciences #Alivus Solid Q2FY27 with good QoQ and YoY uptick across all parameters Rev at 682cr vs 588cr, Q1 at 640cr PBT at 262cr vs 174cr, Q1 at 212cr PAT at 197cr vs 130cr, Q1 at 160cr OCF at 460cr vs 261cr AYM Syntex #AYMSyntex Solid Q2FY27 with big QoQ and YoY uptick across all parameters Rev at 451cr vs 349cr, Q1 at 351cr PBT at 27cr vs loss, Q1 at 9.5cr PAT at 15cr vs loss, Q1 at 9cr OCF at 46cr vs 38cr Srivasavi Adhesive Tapes #Srivasavi Rev at 70cr vs 53cr, H2 at 55cr EBITDA at 7cr vs 4.5cr, H2 at 4.6cr PAT at 3.8cr vs 3cr, H2 at 2.9cr Sanofi India #Sanofi Finally, a good quarter here on margins front Rev at 491cr vs 476cr,last qtr at 438cr PBT at 158cr vs 130cr, last qtr at 112cr PAT at 117cr vs 77cr, last qtr at 84cr Asset Reconstruction Company #ARCIL Standalone makes sense for this company than consolidated Rev at 237cr vs 220cr, Q1 at 274cr PBT at 198cr vs 161cr, Q10 192cr PAT at 147cr vs 120cr, Q1 at 143cr Consolidated PBT and PAT looks better than standalone Silver Touch Technologies #SilverTouch #SilverTUC Good Q2FY27 with decent QoQ and YoY uptick across all parameters Rev at 100cr vs 84cr, Q1 at 77cr PBT at 17cr vs 10cr, Q1 at 13cr PAT at 13cr vs 7cr, Q1 at 10cr OCF at 0.9cr vs 17cr Seshassai Technologies #SYYL Rev at 405cr vs 352cr, Q1 at 376cr EBITDA ⏫ 12%, lower finance costs PBT at 95cr vs 76cr, Q1 at 82cr PAT at 70cr vs 58cr, Q1 at 60cr OCF at 97cr vs 39cr Capital SFB #CapitalSFB NII ⏫ 20% PPOP at 65cr vs 51cr, Q1 at 64cr PBT at 62cr vs 46cr, Q1 at 55cr Lower provisions QoQ GNPA and NNPA down QoQ and YoY RoA at 1.39% vs 1.26% South Indian Paper Mills #STHNPA Rev at 116cr vs 112cr, Q1 at 118cr PBT at 5.8cr vs 3.7cr, Q1 at 6.5cr OCF at 24cr vs 14cr Fusion Kalssroom Eductech #FusionKlass Rev at 15cr vs 12cr, H2 at 11cr PBT at 6.4cr vs 4.8cr, H2 at 4.5cr OCF at 4.7cr Axita Cotton #Axita Rev flat 68cr vs 63cr, Q1 at 58cr PBT at 7.2cr vs 0.1cr, Q1 at 4.7cr PAT at 5.5cr vs 0.3cr, Q1 at 3.6cr OCF at 16cr vs -15cr Decent: #ArcheanChem On a very low base of last year Q2 Rev at 297cr vs 233cr, Q1 at 327cr PBT at 46cr vs 40cr, Q1 at 44cr #Indegene Rev at 1122cr vs 804cr⏫40%, Q1 at 1063cr PBT at 147cr vs 133cr, Q1 at 153cr Higher finance costs and depreciation EBITDA ⏫ 32%

Good #Q2FY27-29/10/26 post 4pm till 6pm Horizon Industrial Parks #HorizonInd Solid Q2FY27 Turnaround,aided by other income Good rev and EBITDA uptick Rev at 215cr vs 166cr⏫30%, Q1 at 200cr EBITDA at 173cr vs 130cr⏫34%, Q1 at 161cr⏫8% QoQ Other income at 37cr vs 10cr Q1 at 40cr PBT at 10cr vs -73cr, Q1 at -7cr PAT at 14cr vs -74cr, Q1 at -12cr OCF at 291cr vs 199cr Milky Mist Dairy Food #MilkyMist Solid Q2FY27 with big QoQ and YoY uptick across all parameters Highest ever set Outlier in the sector Rev at 1089cr vs 769cr, Q1 at 973cr PBT at 90cr vs 47cr, Q1 at 73.5cr PAT at 78cr vs 28cr, Q1 at 65cr OCF at 229cr vs 124cr Bliss GVS Pharma #BlissGVS Rev at 313cr vs 244cr, Q1 at 285cr PBT at 75cr vs 41cr,flat QoQ PAT at 53cr vs 29cr, Q1 at 52cr OCF at 192cr vs 137cr Firstsource Solutions #FSL #FirstSource Good YoY growth, decent QoQ uptick Overall healthy set Rev at 2824cr vs 2311cr, Q1 at 2730cr. PBT at 299cr vs 222cr, Q1 at 291cr PAT at 232cr vs 179cr, Q1 at 166cr OCF at 496cr vs 593cr Nintec Systems #NinTec Consistent,steady, good set Rev at 48cr vs 42cr, Q1 at 46cr PBT at 14cr vs 10cr, Q1 at 12cr PAT at 10.5cr vs 7.8cr, Q1 at 9.2cr OCF at 25cr vs 14cr Ram Ratna Wires #RamRatna Solid Q2FY27 with good QoQ and YoY uptick across all parameters Rev at 1961cr vs 1163cr, Q1 at 1853cf PBT at 53cr vs 32cr, Q1 at 48cr PAT at 36cr vs 22cr, Q1 at 35cr OCF at 81cr vs -183cr Omax Autos #OmaxAuto Blockbuster Q2FY27 with big QoQ and YoY uptick across all parameters Rev at 164cr vs 89cr, Q1 at 122cr PBT at 16.7cr vs 4cr, Q1 at 13.7cr PAT at 11.6cr vs 0.33cr, Q1 at 10.6cr OCF at 29cr vs 19cr Anlon Healthcare #Anlon #AHCL Highest ever set with good QoQ and YoY uptick across all parameters Rev at 105cr vs 52cr, Q1 at 88cr PBT at 23cr vs 12cr, Q1 at 14cr PAT at 17cr vs 9cr, Q1 at 8cr OCF at -8cr vs -78cr Shaily Engineering #Shaily Rev at 320cr vs 257cr, Q1 at 281cr PBT at 85cr vs 66cr, Q1 at 66cr PAT at 61cr vs 51cr, Q1 at 48cr OCF at 110cr vs 98cr Vedanta Oil and Gas #VOGL Rev at 2486cr vs 2330cr, Q1 at 2507cr PBT at 775cr vs 113cr, Q1 at 114cd PAT at 746cr vs loss in last 2 qtrs OCF at 2230cr vs 1517cr Bharat Parenterals #BPLPharma Finally, a turnaround quarter Rev at 136cr vs 65cr, Q1 at 94cr PBT at 14cr vs loss in last 2 qtrs PAT at 12cr vs loss in last 2 qtrs OCF at 83cr vs 38cr Borosil Ltd #Borosil Solid Q2FY27 with good QoQ and YoY uptick across all parameters Good margin expansion Rev at 369cr vs 344cr, Q1 at 258cr PBT at 43cr vs 30cr, Q1 at 17cr PAT at 32cr vs 23cr, Q1 at 13cr OCF at -3cr vs 50cr Motilal Oswal Financial Services #MotilalOFS Rev at 3041cr vs 1849cr, Q1 at 3425cr PBT at 1332cr vs 504cr, Q1 at 1534cr PAT at 1081cr vs 363cr, Q1 at 1272cr KRN Heat Exchangers #KRNHeat Good YoY, flat QoQ Margins down YoY Rev at 319cr vs 152cr, Q1 at 252cr Other income at 7cr vs 2cr OCF at -133cr due to big increase in receivables PBT at 46cr vs 27cr, flat QoQ PAT at 36cr vs 18cr. Flat QoQ RNIT AI solutions #RNITAi Rev at 16cr vs 14cr, Q1 at 8cr PBT at 5.6cr vs 4.2cr, Q1 at 1.7cr OCF at -7cr vs 11cr Tarachand Infra #Tarachand Rev at 83cr vs 66cr, Q1 at 68cr EBITDA at 28cr vs 25cr, Q1 at 20cr PAT at 9cr vs 7.4cr, Q1 at 2cr IndoStar Capital Finance #IndoStar NII⏫8% PBT at 13cr vs 10.5cr, Q1 at 11.4cr GNPA at 4.46%, NNPA at 2.44% Praruh Technologies #Praruh Rev at 84cr vs 18cr, H2 at 84cr PBT at 11cr vs 1cr,flat vs H2 OCF at -4cr Decent: #CoalIndia Good YoY,down QoQ Below ests PBT at 8728cr vs 5991cr, Q1 at 11719cr #BrigadeEnt Rev down at 1196cr vs 1383cr PBT at 288cr vs 196cr, Q1 at 243cr #ICRA Rev at 178cr vs 137cr, Q1 at 163cr PBT at 72cr vs 64cr,flat QoQ #IndraMedCo Rev at 412cr vs 381cr, Q1 at 406cr PBT at 72cr vs 67cr, Q1 at 75cr #VedantaPower Rev at 2820cr vs 2097cr, Q1 at 2595cr PBT at 102cr vs loss in last 2 qtrs #RBA Losses reduce #IEX Rev and PBT ⏫7-8% #CAMS PBT ⏫ 9%, Rev ⏫ 4.5%

Good #Q2FY27-29/10/26 till 2pm Pine Labs #PineLabs Solid Q2FY27 with good QoQ and YoY uptick across all parameters EBITDA ⏫ 68% with good margin expansion Rev at 806cr vs 650cr, Q1 at 737cr PBT at 61cr vs 11cr, Q1 at 38cr PAT at 39cr vs 6cr, Q1 at 20cr OCF at 191cr vs -129cr Paras Defence #ParasDef Rev at 151cr vs 105cr, Q1 at 128cr EBITDA ⏫ 48% PBT at 41cr vs 26.5cr, Q1 at 28cr PAT at 31cr vs 19cr, Q1 at 21cr OCF at 86cr vs -14cr Sambhv Steel Tubes #Sambhv Good Q2FY27 with solid YoY uptick, decent QoQ growth Rev at 835cr vs 580cr, Q1 at 732cr PBT at 81cr vs 41cr, Q1 at 77cr PAT at 61cr vs 31cr, Q1 at 57cr OCF at 305cr vs 14cr Nilkamal Ltd #Nilkamal Blockbuster Q2FY27 with big QoQ and YoY uptick across all parameters Rev at 1125cr vs 968cr, Q1 at 820cr PBT at 88cr vs 43cr, Q1 at 31cr PAT at 68cr vs 34cr, Q1 at 24cr OCF at 63cr vs 34cr Apar Industries #AparInds Good Q2FY27 with big YoY uptick across all parameters Rev at 6888cr vs 5693cr, Q1 at 6567cr PBT at 586cr vs 340cr, Q1 at 622cr OCF at 447cr vs 252cr, Q1 at 467cr OCF at -862cr vs 169cr Orderbook at 12025cr Shadowfax Technologies #Shadowfax Good Q2FY27 with solid YoY growth, QoQ decent Rev at 1537cr vs 982cr, Q10 at 1358cr PBT and PAT at 68cr vs 13cr Q1 at 65cr OCF at 163cr vs 141cr Symphony Ltd #Symphony Seasonality in the business, QoQ not comparable EBITDA at 36cr vs 15cr Rev at 275cr vs 210cr PBT at 32cr vs 21cr PAT at 24cr vs 17cr OCF at 326cr vs 104cr Senores Pharma #Senores Steady quarter Rev at 192cr vs 155cr, Q1 at 180cr Other income at 9cr vs 13cr EBITDA at 58cr vs 42cr, Q1 at 54cr OPM steady at 30% PBT at 48cr vs 37cr, Q1 at 39cr PAT at 37cr vs 26cr, Q1 at 30cr OCF at 29cr vs 24cr Menon Bearings #MenonBearings Good Q2FY27 wirh strong YoY growth,flat QoQ Rev at 98cr vs 63cr, Q1 at 92cr PBT at 19cr vs 8.6cr,flat QoQ PAT at 14.7cr vs 6.7cr, Q1 at 14cr OCF at 22cr V Guard #VGuard Solid Q2FY27, seasonality in the business QoQ isn't comparable Margins expand by 90bps Rev at 1852cr vs 1340cr, Q1 at 1810cr PBT at 150cr vs 85cr PAT at 111cr vs 65cr OCF at 458cr vs 195cr ESAF SFB #ESAFSFB NII ⏫ 37% PPOP at 362cr vs 93cr, Q1 at 349cr PBT at 214cr vs loss, Q1 at 107cr Lower provisions GNPA and NNPA down QoQ and YoY RoA at 0.51% vs 0.26% QoQ Man InfraConstruction #ManInfra Rev at 266cr vs 169cr, Q1 at 218cr PBT at 91cr vs 78cr, Q1 at 85cr OCF at 15cr vs 55cr Kheria AutoComp #Kheria Rev at 72cr vs 55cr, H2 at 65cr PBT at 12.6cr vs 9.5cr, H2 at 13.4cr PAT at 6.2cr vs 4.5cr, H2 at 6.8cr Lakshmi Electrical Control Systems #LakshmiElec Rev at 94cr vs 58cr, Q1 at 66cr PBT at 3.6cr vs 0.5cr, Q1 at 0.7cr OCF at 5.7cr vs -9cr Privi Speciality Chemicals #Privi Decent adjusted for other income Rev at 760cr vs 678cr, Q1 at 666cr PBT at 146cr vs 125cr, Q1 at 98cr OCF at 360cr vs 235cr Cryogenic OGS #Cryogenic Rev at 30cr vs 21cr PBT at 9.1cr vs 6cr PAT at 6.7cr vs 5.5cr Recievables at 14cr vs 5cr OCF at 1.3cr Genus Power #GenusPaper Rev at 249cr vs 243cr, Q1 at 219cr PBT at 7.2cr vs 4.5cr, Q1 at 3.6cr OCF at 39cr JSW Holdings #JSWHoldings Dividend income of 130cr vs 52cr leads to PBT at 162cr vs 80cr, Q1 at 29cr