Total Transport Systems Ltd. Share Price

DMart Q2 Results: Revenue Rises 17.8% to ₹19,644 Crore

Avenue Supermarts Ltd

DMart Reports Solid Q2FY27 Growth with Higher Rev & Profit

TCS Q2FY27 Strong Profit Growth, but Revenue Remains Subdued

Tata Consultancy Services (TCS) reported Q2FY27 net profit of ₹13,884 crore, rising 14.9% year-on-year and surpassing Bloomberg estimates. Revenue increased 11.2% Y-o-Y to ₹73,188 crore, while sequential growth remained modest at 1.3%. Constant-currency revenue growth of just 0.5% Qo-Q highlights subdued business momentum during H1FY27, despite healthy profitability. The demand environment remained stable, with TCS increasingly leveraging artificial intelligence to deliver value to clients. AI-led revenue reached $3.1 billion, contributing over 10% of overall revenue, highlighting the growing importance of AI-driven services. The company secured total contract value (TCV) of $9.6 billion during the quarter, indicating some improvement from Q1FY27. However, analysts remain cautious about weak large-deal momentum and subdued demand in North America, projecting annual growth of only 1.5%-2%. Operationally, the EBIT margin stabilised at 24%, supported by ongoing execution efforts, although external consultant expenses and project-related costs continue to exert pressure. TCS maintains its long-term margin target of 26%-28%, but pricing pressures and elevated delivery costs remain key challenges. Sectoral performance was mixed, with banking and technology showing resilience, while consumer and energy verticals struggled. On the workforce front, TCS added 10,000 freshers during the quarter, taking total headcount to 598,056, while attrition stood at 13.3%. Overall Outlook: TCS delivered better-than-expected profit growth, supported by AI-led business expansion and stable margins. However, weak sequential constant-currency growth and limited large-deal momentum temper the outlook. Investors should monitor deal wins, North American demand, AI revenue conversion and margin recovery to assess whether earnings growth can translate into stronger business momentum.

Finance company Poonawalla Fincorp announced Q2FY27 results

Q2FY27 Quarterly Result Announced for Poonawalla Fincorp Ltd. SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826

Oswal Pumps to set up 1.2 GW TOPCon solar cell

DMart's sales grow 18.4%, but margins remain under pressure

Avenue Supermarts Limited (NSE: DMART) reported standalone revenue growth of 18.4% YoY to ₹19,206 crore in Q2 FY27. Standalone profit after tax grew just 7.6% to ₹804 crore, while same-store sales growth improved to 9.5%. The most encouraging number in this result is the 9.5% same-store sales growth, compared with 6.8% in the year-ago quarter. It suggests that growth is not coming exclusively from opening new stores. Existing stores are also contributing more meaningfully. However, the gap between revenue and profit growth deserves attention. Revenue increased 18.4%, but EBITDA grew 14.1%. The standalone EBITDA margin declined to 7.3% from 7.6% a year ago. DMart's value-led pricing strategy is central to its competitive advantage. The company deliberately operates with relatively low margins to offer competitive prices and drive higher volumes. But when costs rise faster than operating leverage improves, revenue growth does not translate proportionately into earnings growth. The company added 15 stores during the quarter, taking its total network to 518. Expansion supports future growth, but new stores also require investment before they reach mature productivity levels. My view: DMart's demand momentum is improving, but the profitability trend is less impressive than the revenue headline suggests. I would focus on whether the company can sustain high-single-digit same-store growth while stabilising margins. That combination would provide a stronger basis for earnings growth than aggressive store expansion alone.