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Tata Elxsi reported a steady Q2FY27 with revenue of INR 10,560 Mn, up 2.3% QoQ and 7.8% YoY in constant currency, with all three verticals contributing to growth. EBITDA margin expanded 70bps QoQ to 21.9% despite absorbing annual wage hikes, driven by cross-currency benefits and operating leverage.
We expect a steady Q2FY27 across our IT Services coverage, with aggregate revenue and PAT growth of 12.2% YoY and 12.6% YoY, respectively. INR growth is supported by the rupee's ~9% YoY depreciation.
Aditya Infotech (AIL) holds ~43.3% market share in India's structurally underpenetrated surveillance market. The ongoing supply chain challenges have further crippled the competition, which has placed CP PLUS in a strong position to gain further share.
JK Cement (JKCE) is expanding grey cement capacity to 40mtpa/50mtpa by FY28/FY30 vs. 32.3mtpa currently, with ongoing 7.0mtpa North expansion scheduled for commissioning in 1HFY28.
We have recently upgraded JUBI to BUY in our QSR thematic in Aug’26, as we believe the company is best positioned among listed QSR players to benefit from a recovery in discretionary consumption.
HCLT reported healthy revenue growth in IT Services and ER&D at 3% QoQ CC (2.3% organic). Management noted improving demand momentum in last few weeks of Sep-26 quarter and citied expectations that Services revenue growth would fare above the mid-point of its guidance.
HCLT delivered a strong Q2FY27, with revenue growing 2.3% q/q cc (1.3% organic), led by Services (92% mix; +3.0% q/q cc; +2.3% organic). Advanced AI revenue scaled to $219mn (+28.4% q/q; +78% y/y cc; ~6% of revenue).
ICICIAMC delivered steady performance in 2QFY27, with MF QAAUM growing ~4% qoq to Rs11.6trn, while revenue yields improved to 57.5bps, driving ~7% sequential revenue growth.
Structural tailwind : Global aroma chemicals market was valued at ~$6.1 Bn in CY2025 and projected to grow to ~$9.96 Bn growing at CAGR of 5.4% ? Demand for aroma chemicals continues to grow driven by premiumisation, higher hygiene awareness and rising consumption across personal care, home care and fragrance categories.
HCLTech delivered one of its cleanest quarters in a while. Revenue of USD 3,724mn grew 2.3% QoQ and 2.6% YoY in constant currency, with services up 3% QoQ and 4% YoY (2.3% organic). Inorganic contribution was about USD 35.6mn, mostly from the HPE Telco Solutions deal (two months) and Jaspersoft. Growth was broadbased: five of seven verticals grew YoY, led by Retail & CPG (+14%) and Financial Services (+7.1%), while the US grew 3.5% and India 21.8%, though Europe slipped 0.3%. Bookings of USD 3.3bn, up 35% QoQ and 27% YoY, were the second-highest ever and the strongest first half on record. The real story is earnings quality. Advanced AI revenue reached USD 219mn, up 78% YoY, and now runs at USD...
AI momentum strengthens albeit outlook remains measured : HCL Technologies (HCLTech) is a global technology company, delivering industry-leading capabilities centered around digital, engineering, cloud...
