AIA Engineering Ltd. Share Price

DELHIVERY Quarterly Results Analysis-Q2FY2027

DELHIVERY Financial performance and key operating metrics (Consolidated) : Operating Revenue for Q2FY27 is Rs. 3,066 Crs., 19.81% growth YoY, Total Income is Rs. 3,133 Crs., 18.16% growth YoY, EBITDA is Rs. 205 Crs., 200.54% growth YoY, EBITDA Margin is 6.68% improved by 402 Basis points YoY, PBT Rs. 39 Crs. in comparison to Loss of Rs. 53 Cr., PAT Rs. 41 Crs. in comparison to Loss of Rs. 51 Cr.. On QoQ basis Op. Revenue is up by 4.63%, Total Income is up by 2.9%, EBITDA is up by 44.12%, PBT is up by 28.89% PAT is also up by 27.36%. Express: 325m shipments in Q2FY27 (+32% YoY), Express margin anchored around 17%, PTL: 545k metric tonnes (+14.2% YoY), PTL improving, and 130–150 bps aggregate transport margin expansion guided. New businesses scaling faster with improving unit economics, notably: • Delhivery Local nearing CM breakeven by Q4 FY27 (pull-forward). • International Saver at service EBITDA breakeven already. Cash balance remains very high at ₹4,676 Cr; management highlighted ongoing gains from lower capital intensity, better net working capital, and continued investments in AI/engineering.

Sonata Software revenue grows 15 percent in Q2

Sonata Software Limited (NSE: SONATSOFTW) reported consolidated revenue of ₹2,445.2 crore in Q2 FY27, registering 15.4% YoY growth. However, consolidated net profit declined 3.2% to ₹116.4 crore, compared with ₹120.2 crore in the corresponding quarter last year. Key Highlights • Consolidated revenue increased 15.4% YoY to ₹2,445.2 crore. • EBITDA grew 3.9% to ₹179.5 crore. • Net profit declined 3.2% to ₹116.4 crore, but increased 7.7% sequentially. • International IT Services revenue grew 9.3% YoY in INR terms. • International services revenue grew 1.3% YoY in constant-currency terms. • Domestic Products & Services revenue increased 19% YoY to ₹1,655.6 crore. • Four new international customers were added during the quarter. • AI-led opportunities accounted for 25% of the company's total order book. My View Sonata Software delivered a mixed quarter. Domestic business growth and increasing AI-led opportunities are encouraging. The company is also strengthening its positioning in AI-led engineering and enterprise modernisation. However, profitability has not kept pace with revenue growth. EBITDA increased just 3.9%, while net profit remained below the previous year's level. International IT Services growth also remains modest when measured in constant-currency terms. Another point worth watching is the sharp sequential decline in consolidated revenue, largely reflecting the domestic business comparison. What I'm Watching Next I will monitor international services growth, EBITDA margins, AI-led order conversion and the performance of the domestic business. The key question is whether Sonata can translate its AI positioning and order pipeline into stronger, sustainable revenue and profit growth. Stance: Neutral to cautiously positive. Domestic growth and AI opportunities are encouraging, but international growth and profitability need improvement. Disclosure: I do not have any holding or position in the stock mentioned above. SONATSOFTW

COFORGE JOINS SPACEX SUPER INTELLIGENCE PARTNER NETWORK

COFORGE JOINS SPACEX SUPER INTELLIGENCE PARTNER NETWORK AS TRANSFORMATION PARTNER COFORGE • Strategic Partnership: Coforge has joined the SpaceX Super Intelligence (SpaceXSI) Partner Network as a Transformation Partner. • Enterprise AI Deployment: The company will help take the Grok portfolio into enterprise production through Momentuum blue, its Forward Deployed Engineering (FDE) operating unit. • FDE Model: The operating model combines senior FDEs, associate FDEs and AI agents, with accountability linked to mutually agreed business baselines. • Technology Capabilities: The partnership will leverage Coforge's Nuuron composable enterprise AI enablement suite, along with its AI-led engineering capabilities and industry expertise. • Grok Portfolio: The offering includes Grok for chat, research and analysis, Grok Models, Grok Build, Grok Bot, Grok Voice and Grok Imagine, with API integration capabilities. • Financial Details: No deal value, expected revenue contribution or financial guidance has been disclosed. Impact: Positive – The partnership strengthens Coforge's positioning in enterprise AI implementation and creates an additional channel for deploying the Grok portfolio across businesses. However, the financial contribution and commercial scale of the partnership remain unquantified.

Sonata Software Q2 PAT at ₹116 Cr; revenue up 15%

SONATSOFTW Sonata Software Limited (SONATSOFTW) reported Q2FY27 consolidated net profit of ₹116.40 Cr, down 3.15% YoY but up 7.67% QoQ. Revenue stood at ₹2,445.20 Cr, up 15.38% YoY and down 25.43% QoQ. EBITDA was ₹179.49 Cr, up 3.93% YoY and 5.11% QoQ. EBITDA margin stood at 7.34% versus 8.15% YoY and 5.21% QoQ. The company declared a second interim dividend of ₹1.25 per share. International IT services and domestic business showed growth, with a focus on AI-led engineering and ***** view The key triggers are the 15.38% YoY revenue growth to ₹2,445.20 Cr and the sequential improvement in PAT and EBITDA, despite a YoY profit decline and margin contraction. This reflects mixed performance with healthy top-line growth but pressure on profitability. Peers such as Birlasoft, Happiest Minds and Zensar Technologies may face comparison on revenue growth and margin trends. Near-term prices could react cautiously given the margin compression and YoY profit dip. Risks include sustained margin pressure, slower deal conversion, or weaker demand in international markets. Competitors listed: Birlasoft, Happiest Minds, Zensar Technologies. We have no financial interest in this news.

Castings & Forgings company AIA Engineering -Q2FY27 results

Q2FY27 Quarterly Result Announced for AIA Engineering Ltd. SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 AIAENG Consolidated Financial Highlights: Revenue from Operations: For Q2FY27, consolidated revenue from operations was Rs 1,11,277.09 lakh, showing a QoQ decrease of 4.73% from Rs 1,16,802.30 lakh in Q1FY27, but a YoY increase of 6.20% compared to Rs 1,04,776.40 lakh in Q2FY26. For H1FY27, consolidated revenue from operations reached Rs 2,28,079.39 lakh, recording a YoY expansion of 9.30% against Rs 2,08,671.11 lakh in H1FY26. Total Income: Total consolidated income for Q2FY27 stood at Rs 1,18,447.00 lakh, down 7.36% QoQ from Rs 1,27,853.56 lakh in Q1FY27, but up 3.35% YoY over Rs 1,14,609.99 lakh in Q2FY26. For H1FY27, total consolidated income reached Rs 2,46,300.56 lakh, a YoY expansion of 7.40% against Rs 229,336.11 lakh in H1FY26. Profit Before Tax (PBT): Consolidated PBT during Q2FY27 was Rs 32,950.57 lakh, which is a decrease of 16.59% QoQ from Rs 39,504.87 lakh in Q1FY27 and a decline of 8.46% YoY from Rs 35,996.18 lakh in Q2FY26. For H1FY27, consolidated PBT came in at Rs 72,455.44 lakh, contracting by 2.80% YoY from Rs 74,546.31 lakh in H1FY26. Profit After Tax (PAT): Net profit for Q2FY27 arrived at Rs 24,943.28 lakh, registering a QoQ drop of 17.13% from Rs 30,099.40 lakh in Q1FY27 and a YoY drop of 10.11% from Rs 27,747.64 lakh in Q2FY26. For H1FY27, consolidated PAT was Rs 55,042.68 lakh, descending by 5.53% YoY compared to Rs 58,264.42 lakh in H1FY26. Earnings Per Share (EPS): Basic and diluted consolidated EPS for Q2FY27 was Rs 26.76, down 17.07% QoQ from Rs 32.27 in Q1FY27 and down 10.00% YoY from Rs 29.73 in Q2FY26. For H1FY27, consolidated basic and diluted EPS stood at Rs 59.03, shifting downwards by 5.43% YoY compared to Rs 62.42 in H1FY26. All this is for information This is not a buy/sell recommendation. SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 Thank you, Technofunda24

Aeroflex Industries reported a stellar Q2 FY27

AEROFLEX Aeroflex Industries reported a stellar Q2 FY27 performance with net profit surging 157% to ₹36.56 crore and revenue nearly doubling to ₹207.16 crore. The company also announced capacity expansions, a CFO transition, and an in-principle approval for a subsidiary merger. 📊 Aeroflex Industries Q2 FY27 Highlights Revenue: ₹207.16 crore (up 87.1% YoY from ₹110.57 crore) Net Profit: ₹36.56 crore (up 157% YoY from ₹14.23 crore) EBITDA: ₹50.33 crore (up from ₹25.84 crore last year) EBITDA Margin: 24.3% (slightly higher than 23.3% last year) Quarter-on-Quarter Growth: Profit rose 94.5% from Q1 FY27; revenue up 42.6% from ₹145.18 crore. 🏭 Strategic Developments Capacity Expansion: Liquid cooling SFN skid assemblies: increased from 9,000 to 12,000 pieces annually. Stainless steel hose & braiding division: expanded to 20 million metres annually. Subsidiary Merger: Board approved in-principle merger of Hyd-Air Engineering Pvt. Ltd., a wholly owned subsidiary, effective April 1, 2026 (pending regulatory approvals). Management Changes: Mustafa Abid Kachwala to step down as CFO on Nov 27, 2026. Drashti Bhil appointed as new CFO & Key Managerial Personnel effective Nov 28, 2026, for a 3-year term.