Senco Gold and Diamonds Limited (NSE: SENCO) reported a 31% year-on-year increase in Q2 revenue, while same-store sales grew 19%. The company also added six showrooms during the quarter. Moneycontrol
The numbers indicate that growth was not limited to network expansion. Existing-store performance also remained strong, which is important for judging the quality of revenue growth. Diamond jewellery sales value increased 40%, while volume growth was 7%, showing a change in product mix and consumer demand.
My view is that the next test is whether this momentum continues beyond the festive period. The company expects strong seasonal demand in Q3, supported by wedding demand. Sustaining same-store growth will be more important than simply adding new outlets.
I will watch Q3 same-store sales and revenue growth to assess whether the current momentum is becoming a sustained trend.
Stance: Operating momentum remains the key factor to track after the strong Q2 update.
SENCO
28
29
shared an insight ⚡️ 6 hours ago
TCS starts Q2 earnings season with growth focus
Tata Consultancy Services Limited (NSE: TCS) is set to announce its September-quarter results on October 8, starting India’s Q2 FY27 earnings season. Analysts expect around 1% quarter-on-quarter revenue growth. NDTV Profit
The key issue is whether TCS can maintain growth while global clients remain cautious on technology spending. AI-related pricing pressure is also changing the economics of traditional IT services, making deal quality and margins more important than headline revenue growth. Reuters
My view is that the market will focus less on one-quarter revenue growth and more on management commentary around demand, large deals and the impact of AI on pricing. A weak outlook could keep pressure on the stock even if the reported numbers are close to expectations.
I will watch the Q2 results and management commentary on October 8, particularly the demand outlook and margin trajectory.
Stance: Results and guidance should determine the next directional move rather than revenue growth alone.
TCS
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shared an insight ⚡️ 22 hours ago
TechD Cybersecurity wins ₹13.08 crore order
TechD Cybersecurity Limited (NSE: TECHD) has received a ₹13.08 crore, three-year technology engagement from a BFSI-sector customer, making it the company's largest single order to date.
The contract includes GST and takes the company's reported order book to about ₹70 crore. The three-year duration also provides greater revenue visibility compared with a short-term project.
My view is that the order should be assessed on execution quality rather than headline size. The key question is how much of the order converts into recognised revenue over the contract period and whether the company can add similar BFSI customers without increasing concentration risk.
I will watch order execution, revenue conversion and further additions to the order book over the next few quarters.
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