TrueNorth Capital

Thermax Q2 profit drops 5% as margins face pressure

Thermax THERMAX reported an 11 percent year-on-year increase in consolidated revenue to Rs 2,756 crore for the second quarter, while consolidated profit after tax declined 5 percent to Rs 114.5 crore, missing market expectations. This ear… See Moremore

Gokaldas Exports reports Q2FY27 revenue up 13%

Gokaldas Exports Ltd ( GOKEX ) delivered a 13 percent year-on-year revenue increase in Q2FY27 despite a seasonally weak quarter. Operating margins rose by 280 basis points year-on-year. The company sustained growth momentum through a 10 p… See Moremore

Hindustan Aeronautics posts Q2 profit rise

reported a 15% year-on-year increase in revenues for the second quarter, backed by steady execution across core defence programmes. Consolidated net profit reached Rs 1,936 crore, up 16 percent from the previous year, while EBITDA grew 11.… See Moremore

Container Corp logs record volume with Q2 earnings

CONCOR reported its highest ever quarterly handling volumes at 1.45 million TEUs in Q2 FY27. Despite this volume milestone, profitability felt pressure from cost inflation and domestic headwinds. What happened: Physical performance reache… See Moremore

Tata Power Q2 profit rises 11% to ₹3,917 crore

TATAPOWER reported Q2FY27 operating profit of ₹3,917 crore, up 11% year-on-year. The biggest positive was renewable power generation, where operating profit rose 32% to ₹1,061 crore as capacity increased 25% to 7.1 GW. Tata Power Company… See Moremore

HDFC Bank merger drag eases as capital stays strong

HDFC Bank Ltd ( HDFCBANK ) continues to work through the after-effects of its HDFC Ltd merger. The key number is its 18.87% capital adequacy ratio, well above the regulatory requirement of 11.9%. The investment debate around HDFC Bank is… See Moremore

Reliance gains 401,762 retail investors before Jio IPO

Reliance Industries Ltd. ( RELIANCE ) stood out in a quarter when retail ownership fell across nearly half of BSE-listed companies. While many investors trimmed portfolios, Reliance, HDFC Bank and a few select names continued attracting fr… See Moremore

Berger Paints sees margin pressure as margin falls to 39.3%

Berger Paints India Ltd. ( BERGEPAINT ) reported a 225 bps YoY decline in gross margin to 39.3% in Q2FY27. Ebitda margin came in at 11.6%, below expectations, as raw material inflation, liquidation of high-cost inventory and higher brand-… See Moremore

LG Electronics India Q2 revenue rises 20% to ₹7,380 crore

LG Electronics India ( LGEINDIA ) reported nearly 20% year-on-year revenue growth to ₹7,380 crore in Q2FY27, while EBITDA margin improved 63 basis points to 9.5%. The quarter was driven by premium products, strong appliance demand, and co… See Moremore

Tata Steel Q2 EBITDA rises 18% to ₹10,500 crore

Tata Steel Ltd. ( TATASTEEL ) reported Q2FY27 consolidated EBITDA of ₹10,500 crore, up 18% YoY. Revenue rose 11% YoY to ₹65,450 crore, while sales volume remained flat at 7.92 million tonnes. What stands out is that the quarter was drive… See Moremore

Lodha Developers sells office floor for ₹163 crore

Param Capital founder Mukul Agrawal has purchased 20,000 sq ft of office space for ₹163.08 crore in LODHA Promina, an under-construction commercial project in Mumbai's Worli. The transaction covers the entire 46th floor of the 60-storey… See Moremore

Dabur targets 100,000 villages, premium mix at 23%

Dabur India Limited ( DABUR ) plans to double its direct rural reach to 100,000 villages while increasing the share of premium products from 20% to 23% of sales over the next 18 months. The company is pursuing a dual strategy of expanding… See Moremore

Aadhar Housing Finance sees 6% AUM exposure to El Niño-risk

Aadhar Housing Finance Ltd ( AADHARHFC ) says only 6% of its AUM is exposed to districts considered highly vulnerable to El Niño-related disruptions. Management said the company operates in around 30 of the 80 districts identified as heav… See Moremore

Britannia margins fall as EBITDA margin drops to 18.3%

Britannia Industries Limited ( BRITANNIA saw its EBITDA margin decline to 18.3% in Q2FY27, down about 150 basis points year-on-year. The pressure came despite a 3.5% price increase, as higher costs of sugar, palm oil, flour and fuel cont… See Moremore

Bharti Airtel subscriber additions fall as Arpu rises

Bharti Airtel Limited ( BHARTIARTL ) reported mobile Arpu of ₹271 in Q2FY27, up 2.7% sequentially. At the same time, net mobile subscriber additions dropped sharply from 3.3 million in Q1FY27 to 0.7 million in Q2FY27. The contrast highli… See Moremore

Solar Industries reports Q2 revenue up 69%

Solar Industries India Ltd SOLARINDS posted a 69 percent year-on-year revenue increase to Rs 3,519 crore for Q2 FY27. Net profit surged 78.9 percent to Rs 617 crore. Execution across domestic, international, and defence segments drove the… See Moremore

Emami Q2FY27 results show revenue growth but lagging margins

EMAMILTD reported Q2FY27 results showcasing a strong top-line recovery driven by peak season demand, core brand momentum, and scaling strategic investments like Axiom Ayurveda and IncNut Digital, which now account for 26 percent of domest… See Moremore

Apollo hospitals net profit rises 32 percent in Q2

Apollo Hospitals Enterprise Limited APOLLOHOSP reported a consolidated net profit of Rs 630 crore for the second quarter, marking a 32 percent year-on-year increase. Consolidated revenue grew 23 percent to Rs 7,615 crore, supported by bro… See Moremore

Titan posts strong Q2 with 10% revenue growth

TITAN posted its Q2 results with revenue rising 10 percent year-on-year. The core jewellery business grew 24 percent excluding bullion and digi gold, though overall jewellery growth was held to 7 percent due to a sharp drop in digi gold a… See Moremore

Adani Ports acquires Evos in €1.18 billion deal

Adani Ports and Special Economic Zone ( ADANIPORTS ) will acquire 100% of Netherlands-based Evos B.V. in an all-cash deal. The transaction values Evos equity at €1.18 billion, with an enterprise value of €2.56 billion (₹27,142 crore). Wh… See Moremore