TrueNorth Capital

Lenskart Q1FY27: Growth at premium valuation z`

$LENSKART registered a 43.3% YoY growth in consolidated revenue for Q1 FY27, with consolidated EBITDA margins expanding to 21.7% from 17.7%. Growth was predominantly volume-driven, with domestic eyewear units climbing 22.8% and eye tests ju… See Moremore

Apollo Hospitals Q1FY27: Broad-Based Growth & Strategic Expansion

$APOLLOHOSP registered a 21% year-over-year increase in consolidated revenue to ₹7,044 crore for Q1FY27. Net profit surged 34% YoY to ₹581 crore, while EBITDA rose 28% to ₹1,092 crore with margins expanding to 15.5%. Robust Core Healthcar… See Moremore

Tata Motors Q1FY27: JLR Headwinds Mask Domestic PV Growth

Jaguar Land Rover's near-term revenue and profitability were hampered by component supply chain issues, including a chassis-supplier fire, logistics delays linked to Middle East conflict, and planned model changeovers like the incoming Jagu… See Moremore

VA Tech Wabag: Record Orders and Expanding Global Footprint Drive Growth

$WABAG has achieved an all-time high order book of ₹19,400 crore, providing strong multi-year execution visibility. Additionally, the company is actively tracking a robust global opportunity pipeline worth $2–3 billion (₹20,000–25,000 cror… See Moremore

HAL Eyes High-Flying Growth Led by Tejas MK1A and Strong Order Book

Driven by improved execution, Hindustan Aeronautics Ltd ( $HAL ) recorded a 14% year-on-year growth in standalone Q1 revenue to ₹5,515 crore, beating market estimates and aligning with its full-year growth target of 10–12%. Reliance on Tej… See Moremore

MCX: Growth Drivers, Dominance, and Future Outlook

$MCX has delivered impressive growth, backed by an 85% year-on-year surge in Q1 FY27 total income, a 98% rise in EBITDA, and a 103% gain in net profit. Operating Leverage Advantage: The exchange operates on a largely fixed-cost infrastruct… See Moremore

Shift in Indian Banking: Corporate Credit Overtakes Retail Loans

Indian banks experienced a notable shift in credit dynamics during Q1 (ended June 30), with corporate loan growth surging and outpacing retail lending, reversing the trend seen over previous years. Corporate Credit Expansion: Corporate len… See Moremore

Norton’s Executive Exit Amid Global Expansion Push

Nevijo Mance, Executive Director overseeing product design, engineering, and supply chain at Norton Motorcycles, stepped down in April 2026 for personal reasons. He was not asked to leave by leadership. Streamlined Leadership Structure: Fo… See Moremore

JioMart’s Quick-Commerce Push: Leveraging Reliance’s Retail Empire

Unlike rivals like Blinkit and Zepto that rely primarily on dedicated dark stores, JioMart leverages $RELIANCE Retail's extensive network of over 3,100 physical outlets (such as Smart, Fresh, Trends, and Digital) across 1,200+ cities to fu… See Moremore

Pilani Investment to Divest ₹1,909 Crore Stake in UltraTech Cement

$PILANIINVS , a key holding company for the Aditya Birla Group, is launching a secondary market block trade to sell a 0.57% stake in UltraTech Cement Ltd, aiming to raise up to ₹1,909 crore ($200 million). Transaction Terms & Discount: The… See Moremore

Indian IT Rebounds, But Deflationary AI Risks Loom

Indian IT stocks have bounced back nearly 15% from recent lows, driven by resilient Q1 financial results, stable margins, and confident management commentary. Surge in AI Revenue: Top IT firms reported strong AI momentum in Q1— TCS reached… See Moremore

Vi Dismisses Airtel ’s 5G Challenge Amid Postpaid Base Debate

$IDEA (Vi) CEO Abhijit Kishore dismissed concerns regarding Airtel’s "5G Fast Lane" priority postpaid service, asserting that Vi possesses sufficient network capacity to deliver a high-quality experience for both prepaid and postpaid users.… See Moremore

Goldiam International: Capitalizing on US LGD Growth

$GOLDIAM recorded a robust Q1 FY27, marked by a 42% YoY surge in revenue and a doubling of net profits to ₹74 crore. This performance was boosted by operating leverage and a one-time tariff refund of ₹22 crore within its ₹37.6 crore other… See Moremore

Kaynes Technology Q1 Analysis: Strong Top-Line Execution Amid OSAT & PCB Expansion

$KAYNES delivered a 41% YoY increase in Q1FY27 consolidated revenue, spearheaded by a 53% standalone surge in its core EMS segment. Growth was well-distributed across industrial, automotive, medical, and aerospace verticals, supported by a… See Moremore

Blue Star Q1 FY27: Data-Centre Pipeline Offsets Room AC Margin Squeeze

$BLUESTARCO delivered a 13.3% year-on-year growth in consolidated revenue during Q1 FY27. However, overall profitability took a noticeable hit due to rising commodity prices, currency depreciation, delayed summer demand, and bloated invent… See Moremore

Hero MotoCorp Q1 FY27: Volume Growth & Premium Mix Drive Strong Performance

$HEROMOTOCO reported a 35.7% YoY increase in revenue for Q1 FY27. This growth was fueled by a 22.7% rise in total sales volume alongside a 10.6% gain in realisations per unit, reflecting steady demand across its portfolio. Commodity Costs… See Moremore

SBI Delivers Resilience in Q1 FY27 via Robust Credit and Operating Efficiency

$SBIN (SBI) recorded an 18.6% year-on-year expansion in gross advances, propelled by strong contributions from agriculture, small and medium enterprises (SME), and corporate lending, alongside a significant 97% surge in personal gold loans… See Moremore

Britannia ’s Recovery: Volume Growth Amid Margin Pressures

The pricing disruption in April and May, caused by competitors selling at odd price points like ₹4.5 and ₹8.9 following GST adjustments while Britannia stuck to standard ₹5 and ₹10 packs—normalized by June, aiding a sequential recovery in m… See Moremore

Defying Industry Headwinds: Coforge’s Growth Strategy in an AI Era

While the broader Indian IT sector struggles with cautious discretionary spending and pricing pressure, $COFORGE continues a nine-year trend of outperforming industry peers through strong revenue growth and expanding EBIT margins. Focus on… See Moremore

Trent Limited: Growth Driven by Expansion and Efficiency

$TRENT recorded a 19% year-on-year revenue increase alongside a 26% rise in net earnings for Q1, primarily propelled by rapid retail network expansion and operational efficiencies despite brief disruptions from Middle East geopolitical te… See Moremore