Blue Star Ltd. Share Price

Whirlpool India Q2 PAT falls 40% to ₹25 Cr

WHIRLPOOL Whirlpool of India Limited (WHIRLPOOL) reported consolidated Q2FY27 net profit of ₹25 Cr, down 40% YoY and 76% QoQ. Revenue from operations rose 14% YoY to ₹1,873 Cr but declined 31% QoQ. Operating profit stood at ₹40 Cr, down 71% QoQ. EBITDA margin contracted to 2.1% from 5.1% in the previous quarter, a decline of 297 basis points. Profitability was impacted by higher commodity costs, currency depreciation, and additional expenses from new energy regulations in refrigerators and air conditioners. The company has announced a further ~5% price increase effective November 1, 2026, to mitigate cost pressures. The key triggers are the 40% YoY decline in PAT to ₹25 Cr and the sharp contraction in EBITDA margin to 2.1%, despite 14% revenue growth. This reflects margin pressure from input costs and seasonal factors in the consumer durables company. Peers such as Voltas, Blue Star and Havells India may face comparison on margin trends and pricing actions. Near-term prices could react negatively to the sharp profit decline and margin compression. Risks include sustained commodity inflation, weaker demand in non-seasonal quarters, or delays in cost pass-through. Competitors listed: Voltas, Blue Star, Havells India. We have no financial interest in this news.

Diamond Power: NCLT Exit, Rs 4,300 Crore Orders

DIACABS Diamond Power Infrastructure manufactures medium-voltage, extra-high-voltage and low-voltage cables, power conductors and copper data centre cables. It sells to electrical consultants, utilities, engineering contractors and data centre builders on a business-to-business model. It exited the NCLT framework in September 2026. What happened: In Q2FY27, revenue grew 135% year on year to Rs 1,031.9 crore. EBITDA rose 189% to Rs 133.2 crore, with margin expanding 241 basis points to 12.9%. Net profit grew 289% to Rs 107.9 crore. Data centre cables contributed Rs 242 crore, representing 23% of quarterly revenue. The firm order book stood at Rs 3,735 crore as of September 2026, approximately Rs 4,300 crore at current market prices. Why it matters: Data centre cabling is a relatively new product line. Monthly copper capacity is expanding from 1,500 to 2,500 metric tons. Management targets Rs 750 crore in data centre cable revenue for FY27, supported by Rs 485 crore in outstanding orders. Clients include L&T, Sterling and Wilson, and Blue Star. Carry-forward losses of Rs 1,432 crore shield Diamond Power from tax until Q1FY29. What I am watching: Adani Group entities represent 43% of the current order book, against a policy cap of 20% to 22% of revenue. A Rs 170 crore polymer facility investment is underway; once operational, EBITDA margins are expected to expand from the current 11% to 13% to 14% to 16%. My stance: Diamond Power trades at 71.6 times EV/EBITDA versus an industry median of 14.5 times. FY27 revenue guidance is Rs 4,300 to 4,500 crore. The NCLT exit, QIP and order book growth mark a genuine turn. That multiple prices near-flawless execution. I do not hold a position in Diamond Power at the time of writing. This is not investment advice.

LG Electronics India reaffirms mid-teen FY27 growth.

LG Electronics India Limited LGEINDIA has reaffirmed its FY27 targets of mid-teen revenue growth and early double-digit EBITDA margin. The outlook is backed by a strong H1 FY27 performance. The company sticks to mid-teen revenue growth and early double-digit EBITDA margin for FY27. Strong first-half results support the guidance. The targets provide clarity on growth and profitability for the consumer durables maker. Key numbers are mid-teen revenue growth and early double-digit EBITDA margin for FY27. The reaffirmation may support near-term interest in the stock. Peers such as Voltas, Havells and Blue Star could face relative comparison on guidance strength. Risks include softer demand or higher costs. Competitors listed: Voltas, Havells, Blue Star. We have no financial interest in this news.

Onida Electronics reports a ₹39.8 crore Q2 loss.

Onida Electronics Ltd ONIDA reported a net loss of ₹39.8 crore in Q2 FY27, compared with ₹1.78 crore in the year-ago quarter. Revenue increased 22.1% YoY to ₹199 crore from ₹163 crore. However, the sharp rise in net loss points to continued pressure on profitability despite higher sales. Revenue growth is positive, but the widening loss remains a concern. Investors should track operating margins, cost control and demand recovery in upcoming quarters. The results may have a negative near-term impact on sentiment towards BEONIDA. Listed competitors include Voltas, Blue Star and Havells. Competitors' share prices will depend on their own earnings and outlook. We have no financial interest in the company or this news. The key distinction is that revenue grew 22.1%, while the net loss widened sharply. I can also make this more suitable for a short stock-market news reel.

Blue Star: Cooling demand and execution in focus

BLUESTARCO Blue Star: Cooling demand and execution in focus Blue Star Limited (NSE: BLUESTARCO) operates across air conditioning, commercial refrigeration and electro-mechanical projects. Rising demand for cooling, commercial infrastructure and data centres offers opportunities for its businesses. **Why it matters:** Higher room AC penetration and demand for commercial cooling can support long-term growth. However, seasonal weather patterns, competition and fluctuations in copper, aluminium and other input costs can affect sales and margins. **My view:** Blue Star's growth depends on converting rising cooling demand into profitable sales. Investors should track whether strong demand translates into sustainable margins, while monitoring inventory and working-capital requirements. **What to watch:** Room AC sales, commercial refrigeration demand, order execution in the projects business, operating margins, input costs and inventory levels. **Stance:** India's cooling demand offers a structural growth opportunity, but profitability, execution and valuation remain key factors in assessing the stock. Disclosure: I am a SEBI Registered Research Analyst. This content is for educational purposes and is not a recommendation to buy or sell any security.

Blue Star - Quaterly Results for FY 2026

BLUESTARCO Blue Star’s September 2026 quarter showed strong sales but weaker profits. Revenue rose 19.86% to Rs. 27,501.10 million, up from Rs. 22,945.20 million in the same quarter last year. Profitability moved the other way: net profit fell 45.30% to Rs. 382.40 million from Rs. 699.10 million a year earlier. Operating profit also declined, slipping to Rs. 1,272.00 million from Rs. 1,464.70 million. The results suggest that growth in sales did not carry through to earnings, with margins under pressure during the period. Disclaimer: Investments in securities market are subject to market risks. Read all related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors. The above information is for educational and learning purpose. They analyst or his associates do not hold any shares of the company and have no financial interest in it. SEBI Registered Research Analyst: Vineet Ashwinikumar Chawla: INH000008190, BSE Enlistment No: 5433