JHS Svendgaard Retail Ventures Ltd. Share Price

BPCL Q2 FY27 Results: Net Profit Declines 21% YoY

DOMS Industries Incorporates DOMS Seven for Premium Bags

DOMS Industries Limited

IDFC FIRST BANK: DEPOSIT GROWTH AND ASSET QUALITY IN FOCUS

Infosys Ltd Q2FY27 Result Outlook & Analysis

Executive Verdict: Infosys delivered better-than-expected revenue growth, but a downward revision in FY27 guidance highlights persistent demand weakness, pricing pressure and AI-led structural disruption. The stock declined nearly 6.4% as investors reacted to a weaker growth outlook. Financial Performance: Consolidated revenue rose 10.7% YoY to ₹49,244 crore, marginally beating estimates of ₹49,108 crore. Constant-currency revenue grew 1.5%, outperforming Wipro's 0.6%. Net profit increased 6.2% to ₹7,828 crore but missed the ₹7,904 crore consensus. Operating margin remained stable at 21.1%, while FY27 margin guidance was retained at 20–22%. The board announced an interim dividend of ₹26 per share, up 13% YoY. However, wage hikes and pricing pressures could weigh on H2 margins. Guidance & Demand: Infosys cut FY27 constant-currency revenue growth guidance to 1–2%, from 1.5–3%, reflecting weaker discretionary spending, softer client volumes and macroeconomic uncertainty. North American revenue declined 1.5% YoY, while Hi-Tech and Retail fell 17.3% and 7.7%, respectively. Financial Services and Energy & Utilities remained relatively resilient. Deal Pipeline: Large deal wins reached $5.2 billion, including a mega-deal exceeding $2 billion. However, revenue conversion will take time, with meaningful benefits expected from FY28. Competitive bidding could also constrain margins. AI: Opportunity & Risk: AI-linked revenue rose to 10.5% of total revenue from 8.2% in Q1, growing 29% sequentially. However, AI-driven automation is compressing traditional IT service contracts, creating structural pricing and revenue pressures. Workforce & Outlook: Headcount reached 332,542, with 4,480 net additions and attrition at 12.7%. Investor Takeaway: Near-term sentiment remains cautious. Investors should monitor deal conversion, organic demand recovery and margin protection against wage inflation and AI-led pricing compression before expecting a sustained valuation recovery.

HPCL: Strong quarterly recovery, but first-half losses

Brent at $116 Puts BPCL and Oil Stocks in Focus

Brent crude is trading near $116 per barrel, up about 2.9% on the day, and has moved above a falling trendline that connected the March, May and September highs. RSI at 73.32 is in overbought territory, and the March peak near $120 is the next reference above. Support: $107-109 (the broken trendline), then $102. Higher crude matters for India, which imports most of its oil. Oil marketing companies such as BPCL face pressure on marketing margins when crude rises faster than retail fuel prices, and airlines see higher ATF costs. Upstream producers are usually seen on the other side of this move.