REC Limited: Q2 results and interim dividend in focus

REC Limited (RECLTD) is scheduled to announce its Q2 FY27 results on Monday, 26 October 2026. The board will also consider a second interim dividend for FY27. <Link url="***** title="Source: Economic Times company announcements"/> Previous quarter snapshot Q1 FY27 revenue was approximately ₹14,296 crore. Net profit was approximately ₹4,149 crore. Net interest margin stood at approximately 3.34%, below the company’s previously stated 3.5%–3.75% range. <Link url="***** title="Source: Q2 preview and historical figures"/> Why this quarter matters REC finances projects across the power sector, including generation, transmission and renewable energy. Investors will look for loan-book growth, stable asset quality and a recovery in net interest margin. What to monitor Net interest income and net interest margin. Loan-book growth and prepayments. Asset quality and borrowing costs. The board’s decision on the interim dividend. Updates on the proposed REC–PFC merger. My analytical view REC’s Q2 numbers should help clarify whether profitability and loan growth are gaining momentum. A dividend decision may attract attention, but sustainable earnings, funding costs and asset quality remain more important to the long-term outlook. Risk: Interest-rate movements, funding costs, borrower concentration and merger-related uncertainty could affect performance. SEBI RA Disclaimer: Umang Rajesh Bhutada is a SEBI-registered Research Analyst (INH000023001). This content is for educational and informational purposes only and is not investment advice. Securities investments are subject to market risks. Please consult a qualified financial professional before making investment decisions.