Ankit Gupta

!RAJESH EXPORTS: Q1 SL NET PROFIT 124M RUPEES VS 176M (YOY)

RAJESH EXPORTS: Q1 SL NET PROFIT 124M RUPEES VS 176M (YOY) RAJESH EXPORTS: Q1 REVENUE 13.2B RUPEES VS 14.3B (YOY) RAJESH EXPORTS: Q1 EBITDA 65M RUPEES VS 500M (YOY) || Q1 EBITDA MARGIN 0.5% VS 3.51% (YOY)

!SHREEJI SHIPPING GLOBAL: Q1 CONS NET PROFIT 443M RUPEES VS 372M (YOY)

!SHREEJI SHIPPING GLOBAL: Q1 CONS NET PROFIT 443M RUPEES VS 372M (YOY) SHREEJI SHIPPING GLOBAL: Q1 REVENUE 2.1B RUPEES VS 1.6B (YOY) SHREEJI SHIPPING GLOBAL: Q1 EBITDA 617M RUPEES VS 598M (YOY) || Q1 EBITDA MARGIN 29.55% VS 37.13% (YOY)

!COCHIN SHIPYARD

COCHIN SHIPYARD: Q1 SL NET PROFIT 1.36B RUPEES VS 1.88B (YOY) COCHIN SHIPYARD: Q1 REVENUE 9.1B RUPEES VS 9.8B (YOY) COCHIN SHIPYARD: Q1 EBITDA 1.58B RUPEES VS 2.3B (YOY) || Q1 EBITDA MARGIN 17.32% VS 23.9% (YOY)

$HDFCBANK

$HDFCBANK BANK IN TALKS WITH FOUR WEST ASIAN LENDERS -MASHREQ BANK, FIRST ABU DHABI BANK, NATIONAL BANK OF RAS AL KHAIMAH AND ADCB TO RAISE ABOUT $2 BILLION UNDER THE RBI’S SPECIAL FCNR(B) SCHEME, PRIVATE LENDER TARGETS $10 BILLION OF FORE… See Moremore

!SPECTRUM ELECTRICAL INDUSTRIES

!SPECTRUM ELECTRICAL INDUSTRIES: Q1 CONS NET PROFIT 130M RUPEES VS 56M (YOY) SPECTRUM ELECTRICAL INDUSTRIES: Q1 REVENUE 1.54B RUPEES VS 854M (YOY) SPECTRUM ELECTRICAL INDUSTRIES: Q1 EBITDA 242M RUPEES VS 117M (YOY) || Q1 EBITDA MARGIN 15.… See Moremore

!JSWDULUX : Guidance - - Concall Update

• Management expects EBITDA margins to be in the range of 13% to 15%, driven by crude prices. • The company's strategic vision is to become a number two player overall, aiming for the number one position in Industrial Coatings within 1 to… See Moremore

GRASIM

$GRASIM CO'S CHLORINE DERIVATIVES CAPACITY TO RISE TO 1,130 KTPA, WITH CHLORINE INTEGRATION REACHING ~68% BY FY27-END, WHILE CAUSTIC SODA CAPACITY INCREASES TO 1,530 KTPA, SUPPORTED BY RISING DOWNSTREAM DEMAND AND RENEWABLE POWER SHARE REAC… See Moremore

!SUNPHARMA

CO FACES DELHI HC HURDLE FOR SEMAGLUTIDE TABLET LAUNCH AS COURT DIRECTS; CO TO SEEK APPROVAL BEFORE COMMERCIAL ROLLOUT FOLLOWING NOVO NORDISK PATENT INFRINGEMENT PLEA. CO TO SEEK APPROVAL BEFORE COMMERCIAL ROLLOUT FOLLOWING NOVO NORDISK P… See Moremore

!AMAGI

EXPANDS PARTNERSHIP WITH TV9 NETWORK TO MANAGE END-TO-END CTV/DIGITAL OPERATIONS; TV9 BECOMES FIRST IN INDIA TO USE AMAGI'S ADFLOW ORCHESTRATOR; IMPROVEMENTS IN VIEWERSHIP RETENTION AND MONETIZATION REPORTED.

!CARBORUNIV : Guidance - - Concall Update

• Management updated its FY27 guidance, expecting consolidated sales growth of 15% (excluding Foskor Zirconia and AWUKO), up from 11-12% previously. • Consolidated Ceramics sales growth guidance was raised to 23-25% for FY27, from an earli… See Moremore

!LLOYDSME :

Q1 SL NET PROFIT 15.3B RUPEES VS 6.34B (YOY) LLOYDS METALS AND ENERGY: Q1 REVENUE 53.53B RUPEES VS 23.8B (YOY) LLOYDS METALS AND ENERGY: Q1 EBITDA 21.2B RUPEES VS 7.8B (YOY) || Q1 EBITDA MARGIN 39.59% VS 32.81% (YOY)

!EXICOM TELE SYSTEMS

EXICOM TELE SYSTEMS: CO SAYS EV MAKERS FORECASTING MUCH HIGHER VOLUMES OWING TO THE MARKET BUOYANCY, EXICOM IS WORKING TOWARDS DOUBLING ITS AC LINE CAPACITY STARTING Q3. EXICOM TELE SYSTEMS: TRITIUM EXPECTS MEANINGFUL SCALE-UP FROM Q2 FY27… See Moremore

!HEROMOTOCO : Guidance - - Concall Update

• Management targets a medium-term EBITDA margin range of 14% to 16%, acknowledging that Q1 FY27's gross margin contracted by 300 basis points due to commodity inflation. • For Q2 FY27, management expects a marginal uptick in input cost in… See Moremore

!HBL ENGINEERING Result

HBL ENGINEERING: Q1 CONS NET PROFIT 1.09B RUPEES VS 1.43B (YOY) || Q1 REVENUE 6.38B RUPEES VS 6B (YOY) HBL ENGINEERING: Q1 EBITDA 1.46B RUPEES VS 1.9B (YOY) || Q1 EBITDA MARGIN 22.93% VS 31.88% (YOY)

!100% US TARIFF THREAT LOOMS OVER INDIA AS SENATE PASSES RUSSIA SANCTIONS BILL

100% US TARIFF THREAT LOOMS OVER INDIA AS SENATE PASSES RUSSIA SANCTIONS BILL The US Senate has passed the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 by an 86–11 vote. The legislation would allow the US President to impose t… See Moremore

$DYNAMATECH

DYNAMATIC TECH: Q1 CONS NET PROFIT 208M RUPEES VS 108M (YOY) DYNAMATIC TECH: Q1 REVENUE 4.24B RUPEES VS 3.7B (YOY) DYNAMATIC TECH: Q1 EBITDA 551M RUPEES VS 378M (YOY) || Q1 EBITDA MARGIN 12.97% VS 10.19% (YOY)

$ENTERO

ENTERO HEALTHCARE SOLUTIONS: Q1 CONS NET PROFIT 382M RUPEES VS 280M (YOY) ENTERO HEALTHCARE SOLUTIONS: Q1 REVENUE 19.4B RUPEES VS 14B (YOY) ENTERO HEALTHCARE SOLUTIONS: Q1 EBITDA 969M RUPEES VS 502M (YOY) || Q1 EBITDA MARGIN 4.99% VS 3.… See Moremore

$CERA

CERA SANITARYWARE: Q1 REVENUE GROWTH 16.67% (YOY) VS FY27 GUIDANCE OF 18-20%

$HEROMOTOCO : Q1 SL NET PROFIT 14.54B RUPEES VS 11.25B (YOY); EST 12.5B

HERO MOTOCORP: Q1 EBITDA 17.3B RUPEES VS 13.82B (YOY); EST 15.7B || Q1 EBITDA MARGIN 13.3% VS 14.42% (YOY); EST 12.6%

$LUPIN

LUPIN: Q1 CONS NET PROFIT 14.15B RUPEES VS 12.2B (YOY); EST 13.77B LUPIN: Q1 REVENUE 82.77B RUPEES VS 61.6B (YOY); EST 79B LUPIN: Q1 EBITDA 24.5B RUPEES VS 17.3B (YOY); EST 22.23B || Q1 EBITDA MARGIN 29.59% VS 27.56% (YOY); EST 28.1%