Narayana Hrudayalaya Ltd. Share Price

Choice International Ltd : Revenue up by 33% in Q2 FY27

DHARMESH BHATT (Research Analyst) SEBI Registration No. INH000009685 ----- Financial Growth and Strategic Partnerships ----- The company's consolidated net profit (Profit After Tax) rose to ₹69.47 crore, reflecting a 23% increase compared to the same period last year, with a PAT margin of 18.3%. Consolidated EBITDA stood at ₹130.63 crore, maintaining a strong margin of 34.5%. A major highlight during the period was the completion of a strategic investment by South Korea’s NH Investment & Securities, which infused ₹900 crore into Choice Equity Broking. --- Segment Highlights --- Broking and Distribution: Demat accounts grew by 14% year-on-year to reach 13.78 lakh, backed by a network of 218 branches. Assets under custody stood at ₹66,300 crore, while the Margin Trading Facility (MTF) book reached ₹463 crore. Wealth Distribution: Total Assets Under Management (AUM) reached approximately ₹6,047 crore. Equity mutual fund AUM grew by 49% year-on-year to ₹3,013 crore, and PMS and AIF AUM surged by 127%. A pilot partnership with India Post Payments Bank also successfully onboarded over 25,000 customers. Investment Banking: The division handled five IPOs raising around ₹680 crore during the quarter, supported by a healthy forward pipeline of 24 mandates representing an estimated ₹6,210 crore in fundraising. Government Advisory & NBFC: The government advisory order book closed strong at ₹710 crore, alongside progress on the proposed acquisition of Feedback Infra. Meanwhile, the NBFC loan book stood at ₹935 crore, with a disciplined focus on scaling retail lending. Important Professional Highlights Record Financial Metrics:Highest-ever quarterly consolidated revenue of ₹379 crore (up 33% YoY). Disclosure /Disclaimer : Link: *****

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Q2FY27 Quarterly Result Announced- Narayana Hrudayalaya Ltd.

Q2FY27 Quarterly Result Announced for Narayana Hrudayalaya Ltd.

SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 Healthcare Facilities company Narayana Hrudayalaya announced Q2FY27 results Standalone Financial Highlights: Total Income: In Q2FY27, standalone total income was Rs 12,287.27 million, growing by 8.98% QoQ from Rs 11,275.15 million in Q1FY27 and expanding by 18.57% YoY from Rs 10,362.57 million in Q2FY26. For H1FY27, standalone total income recorded Rs 23,562.42 million, an increase of 18.06% YoY against Rs 19,958.34 million in H1FY26. Revenue from Operations: In Q2FY27, standalone revenue from operations reached Rs 11,853.77 million, up 8.05% QoQ from Rs 10,971.02 million in Q1FY27 and up 16.31% YoY compared to Rs 10,191.69 million in Q2FY26. For H1FY27, standalone revenue stood at Rs 22,824.79 million, posting a 16.32% YoY growth relative to Rs 19,623.10 million in H1FY26. Profit Before Tax (PBT): In Q2FY27, standalone PBT stood at Rs 2,192.22 million, gaining 16.78% QoQ over Rs 1,877.21 million in Q1FY27 and jumping 27.98% YoY compared to Rs 1,712.95 million in Q2FY26. For H1FY27, standalone PBT recorded Rs 4,069.43 million, translating to a 41.02% YoY increase from Rs 2,885.68 million in H1FY26. Profit After Tax (PAT): In Q2FY27, standalone PAT recorded Rs 1,756.26 million, marking a 27.40% QoQ rise from Rs 1,378.55 million in Q1FY27 and a 27.38% YoY growth over Rs 1,378.80 million in Q2FY26. For H1FY27, standalone PAT recorded Rs 3,134.81 million, up 39.17% YoY versus Rs 2,252.51 million in H1FY26. Earnings Per Share (EPS): In Q2FY27, standalone basic and diluted EPS was Rs 8.65, moving up by 27.39% QoQ from Rs 6.79 in Q1FY27 and increasing by 27.39% YoY against Rs 6.79 in Q2FY26. For H1FY27, standalone EPS stood at Rs 15.44, up 39.22% YoY compared to Rs 11.09 in H1FY26. All this is for information This is not a buy/sell recommendation. SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 Thank you, Technofunda24

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HIGHWAY INFRA WINS Rs 340 CRORE PALAYAM TOLL PLAZA CONTRACT

has secured user fee collection contract from the National Highways Authority of India (NHAI) for Palayam Fee Plaza contract valued at Rs 340.08 crore. The plaza is located at Km 154/500 of NH-44, along the Krishnagiri to Thumbipadi section spanning 94km to 180km. This is the highest-value contract awarded to the company to date. Further, the company has also approved a preferential issue of warrants to the promoter group, an increase in authorised share capital and the acquisition of a controlling stake in Indore Highway Real Estates Private Ltd. Having a market cap of Rs 500 crore, the company has delivered a good profit growth of 40% CAGR over last 3 years, and with such large order wins, the company's profitability is expected to grow in the coming years.

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Amazon and Tata Motors plan 3,000 electric trucks

Amazon and Tata Motors plan to deploy 3,000 electric trucks across India, expanding electric mobility into long-distance freight. The initial rollout will begin in Delhi during the festive season, with phased deployment along major freight routes. Tata Motors Limited (NSE: TATAMOTORS) will supply the trucks, while Amazon's third-party carrier partners will purchase and operate them. The focus includes the 2,800-km Delhi-Bengaluru-Chennai freight corridor along NH 48, connecting six major e-commerce regions across seven states. Infrastructure firm Yahhvi is developing dedicated charging hubs to support operations. The trucks will feature integrated e-axle architecture and CCS2 fast-charging technology. Amazon already operates 15,000 electric vehicles across 500 Indian cities and aims to achieve net-zero carbon emissions by 2040. My view: This partnership creates a potential growth opportunity for Tata Motors' commercial vehicle business. The bigger opportunity lies in whether electric trucks can achieve competitive operating costs on long-distance routes. However, the 3,000-truck target is a deployment plan, not confirmed revenue or profit. Charging infrastructure, battery costs, vehicle utilisation and payload capacity will determine the economics. Policy support, including Delhi's provisions for medium-duty electric trucks, could also improve adoption. I will watch the rollout pace, charging network readiness and evidence of repeat orders from fleet operators. These will help establish whether the initiative can scale beyond the initial deployment. My stance: Positive for long-term electric commercial vehicle adoption, but the financial impact on Tata Motors will depend on execution and order economics.

Disclaimer: This post is for informational purposes only and not a recommendation to buy or sell any securities. I, or my family, associates, or relatives, may have a financial interest in the securities mentioned.

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Narayana Hrudayalaya analysis on different parameters

Quality :- Narayana Hrudayalaya Ltd’s quality metrics continue to show a stable operational foundation. The company’s return on capital employed (ROCE) for the half-year period stands at 12.20%, which, while modest, indicates a consistent ability to generate returns from its capital base. However, the operating profit to interest coverage ratio for the latest quarter is at 5.41 times, marking a relatively low buffer against interest obligations. This suggests that while the company maintains operational earnings, the margin of safety in servicing debt has narrowed compared to more robust peers. Valuation :- a valuation standpoint, the stock is considered very attractive relative to its sector and historical benchmarks. Despite the recent downward movement in share price, which has declined by 1.53% on the day and over 13% in the past month, the market appears to be pricing in the company’s current challenges. This valuation level may reflect investor caution given the flat financial trends and technical signals, but it also suggests potential value for those analysing the stock’s fundamentals in a longer-term context. Financial :- The financial trend for Narayana Hrudayalaya Ltd remains largely flat, with limited growth in key profitability metrics over recent quarters. The company’s interest expense surge and modest ROCE highlight a cautious financial environment. Operating profit margins have not shown significant expansion, and the interest coverage ratio indicates tighter financial flexibility. Technical :- Technically, the stock exhibits a bearish trend, which aligns with the recent price declines and subdued momentum indicators. This technical posture may be influencing the revision in the company’s evaluation, as it signals potential challenges in near-term price recovery. The bearish technical grade contrasts with the attractive valuation, creating a complex picture for investors assessing timing and risk.

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Dhruv Consultancy Wins ₹14.85 Cr NH-754K Contract

CONSULTANCY SERVICES: Dhruv Consultancy Services Limited, in association with Mark Procon, has secured an order worth ₹14.85 crore from the Ministry of Road Transport and Highways (MoRTH) for Authority Engineer services in Gujarat. The assignment involves supervising the upgradation of a 106.95-kilometre stretch of National Highway NH-754K. The contract has a tenure of 84 months, equivalent to seven years, and Goods and Services Tax (GST) will be payable extra as specified in the contract. The Authority Engineer assignment involves supervision and monitoring of the highway upgradation project, subject to the scope and responsibilities defined in the contractual terms. Such services generally include technical oversight, quality monitoring, review of construction progress and verification of compliance with applicable engineering specifications and project requirements. The project’s 84-month contract period provides a long-term execution timeline for the consultancy assignment. The order value of ₹14.85 crore, excluding GST, represents the stated contract amount and should not be interpreted as immediate revenue or profit. Revenue recognition will depend on the contract’s payment terms, the duration of services delivered and the applicable accounting requirements. The highway project adds to the company’s reported infrastructure consultancy work in the road and transportation sector. Key aspects to monitor include project commencement, service delivery milestones and the execution of the assignment in coordination with Mark Procon. Further company disclosures may provide additional information about the project’s progress and contractual arrangements. This information is shared strictly as a corporate and market update for informational purposes and should not be considered investment advice, research analysis, or a recommendation to buy or sell any security.

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