Synergies from Decision Point & operational rigor supporting margins: Postacquisition synergies with Decision Point are driving strong traction in CPG and nearshore markets. The firm plans to scale its nearshore headcount from 20 to 100 over the next year to support localized delivery. Despite higher visa and marketing costs, EBITDA margins remain stable at 2223%, backed by improved utilization and operational efficiency. EBITDA margin guidance for FY26, was revised to 2223% from 23-24% earlier due to focused account initiatives and capability investments in AI CoE and Databricks which should further sustain growth and profitability. Thus, we have baked in EBITDA...
Coforge Ltd (Coforge) is a digital services and solutions provider that leverages its domain experience across sectors such as Banking & Financial Services, Insurance, Government, Travel, Transport and Hospitality....
Q2FY26 performance: Consolidated revenues grew by 8% YoY to Rs.839.5cr in Q2FY26 driven by 7% growth in the standalone revenues and 14% YoY growth in the subsidiaries revenues. Domestic RevPar grew by 9.5% YoY to Rs.8,100/night while ITC Ratnadipa Sri Lanka RevPar grew by 1.6x YoY, witnessing a fast scaleup since its launch in Apr,24. Consolidated EBIDTA margins improved by 200bps YoY to 29.3%; operating EBIDTA grew by 16% YoY to Rs245.8cr. Higher other...
Consistent in delivering superior RoA of 2+% and RoE of 13+% Q2FY26 performance: Kotak Mahindra Bank delivered a steady Q2FY26 performance, marked by advances growth of 16% YoY (4% QoQ), led by strong traction in business banking and mortgages, while deposits rose 15% YoY (3.1% QoQ) with CASA at 42.3%., reflecting strong franchise momentum. NIM stood at 4.54% (11 bps QoQ) as the full impact of repo rate cuts and lower high-yield mix. Credit cost moderated to 79 bps (vs 93 bps in Q1) with improvement in MFI and credit card portfolios, while asset quality remained robust (GNPA/NNPA:...
Strong parentage led distribution remains key catalyst Q2FY26 performance: SBI Life reported a steady Q2FY26 performance, with APE growth of 10% YoY, driven by strong traction in non-par savings (20% of APE) and protection business (33% YoY), while ULIP maintained a balanced 55% share. Bancassurance remained the key growth driver with a 57% APE contribution, supported by healthy productivity in SBI and RRB channels, whereas agency momentum revived in September aided by 64,000 new agent addition and higher non-par share. VNB margin improved to 27.8% (vs 26.8% YoY) despite 80 bps GST...
Q2FY26 Upbeat numbers across parameters - Sales stood at 1654 crore, reflecting a ~35% YoY growth and a growth of ~5.3% QoQ. The CDMO business saw impressive growth of 58% YoY, reaching 471 crore. Generic FDF also grew 58% YoY to 518 crore and the Generic APIs segment grew ~11% YoY to 617 crore. EBITDA stood at 403 crore with a margin of 24.4%, marking a significant improvement of 979 basis points YoY. PAT stood 193.8 crore, driven by a favourable product mix and strong operational performance....
Q2FY26 Performance: Reported revenue came in at 1823 crore, (up 12.4% YoY) with box office revenue of 983 crore (up 17.4% YoY). The footfalls were up ~15% YoY at 44.5 million and (Average Ticket Prices) ATP at 262 was up 1.9% YoY. Ad revenues were up ~15% YoY at 126 crore. F&B revenues were up 12.4% YoY at ...
About the stock: Hindustan Unilever (HUL) is India's largest FMCG company with presence of more than 90 years. The company has portfolio of 50+ brands spanning to various categories such as detergents, personal wash and skin care & colour cosmetics. 80% of revenues come from products having leadership positioning in...
CY24 consolidated revenue mix India 68%, Europe 32%. Forging is over 52% of consolidated sales (84% in Europe and 37% in India). Q3CY25 Results: CIE Automotive India reported healthy performance in Q3CY25. Consolidated revenue for Q3CY25 came in at 2,372 crores, up 11% YoY. EBITDA for the quarter stood at 356 crores with EBITDA margins at 15% (up 80 bps QoQ). CIE India sales were up 9% YoY at 1,523 crore and EBITDA margins at 17.3% (down 20 bps YoY) while European operations witnessed a revenue of 787 crore...
