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TCS delivered a clean Q2. Revenue came in at Rs 73,188cr, up 1.3% QoQ and 11.2% YoY. In dollar terms, it was USD 7,642mn, and CC growth was 0.5%/2.8% QoQ/YoY. International markets grew 1.2% QoQ, with all regions up sequentially and the UK leading at 3.5%. Growth also broadened across verticals, with BFSI up 2.5% QoQ and manufacturing and technology up 3.1% each. The soft spots were consumer (down 0.7%), energy (down 0.5%) and India, which fell on a project deferral that management expects to return, so we see no structural issue there....
NBFC credit growth accelerated to 15.8% YoY in Aug'26, compared with 10.0% a year ago, with outstanding credit rising 1.3% MoM to Rs60.6 lakh crore. The growth was led by retail loans (+22.0% YoY) and agriculture (+17.4% YoY), while services credit grew 16.2% YoY and industrial credit remained subdued at 8.4% YoY. Within retail, gold loans grew 69.1% YoY, while consumer durables (+56.4%), vehicle loans (+15.4%) and housing (+12.1%) also remained strong. Services growth was supported by commercial real estate (+21.8% YoY) and trade (+15.6% YoY), though trade growth slowed from 21.4% a year ago. On a sequential basis, overall NBFC credit increased 1.3%, led by retail lending (+1.6%...
OUR TOP 10 TRADING BUYs Earnings Play: Kotak Mahindra Bank, Sansera Engineering, Navin Fluorine, LG Electronics Ltd, Nestle India Ltd, Greenply Industries, Eternal Ltd, APL Apollo, Gland Pharma and AU Small Fin Bank.
TCS delivered an encouraging Q2FY27 performance beneath a modest +0.5% q/q and +2.8% y/y CC growth. International revenue accelerated to +1.2% q/q CC, supported by the UK (+3.5%), BFSI (+2.5%), and Manufacturing and Technology (+3.1% each), however, a sharp 10.3% decline in India following project deferrals.
Blinkit: scale turning into operating leverage: Stores grew from 377 (FY23) to 2,243 (FY26), and NOV per store rose from Rs 15.09 Cr to Rs 21.65 Cr. Adjusted EBITDA was Rs 102 Cr in Q1FY27 (vs a Rs 162 Cr loss in Q1FY26), with a ~3,000store target by March 2027. Food Delivery: affordability driving growth without hurting margins: Cutting the Gold free-delivery minimum order from Rs 199 to Rs 99, plus more food priced under Rs 250, is expanding the customer base. NOV growth was 20%+ YoY in Q1FY27 (fourth straight quarter of acceleration), with adjusted EBITDA margin up to 5.6%. District is the next growth engine: District NOV grew 60% YoY to Rs 3,218 Cr, and...
