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Colgate's revenue fell during the quarter due to temporary distribution disruptions following the revision in GST rates on oral care portfolio. However, its business fundamentals remained strong with continued brand investments and steady demand in premium segments. The company's strategic focus on innovation, product diversification and rural penetration is expected to aid recovery in the second half of FY26. Ongoing cost optimization under the funding the growth' program, coupled with innovation-led launches in oral and personal care should...
Robust growth ahead aided by OSAT and PCB the stock: Kaynes Technology India (Kaynes) is an Indian integrated electronics manufacturing company offering end-to-end solutions, from design to life-cycle support, for various sectors including Automotive, Industrial, Aerospace, Medical, and IoT. Founded in 1988 and headquartered in Mysore, it provides Electronics System Design and Manufacturing (ESDM) services and has...
Q2FY26 performance: Consolidated revenue increased by 17.9% YoY (-9.9% QoQ) to Rs 3019.2 crores, mainly led by 14.6% YoY growth in blended cement sales volume (to 5 mtpa, -10.7% QoQ) and improvement in blended realization by 2.9% YoY (+0.8% QoQ). EBITDA/ton improved by 37.2% YoY (-27.3% QoQ) to Rs 891/ton. Subsequently, absolute EBITDA is up 57.3% YoY (-35.1% QoQ) to Rs 446.6 crore....
A sequential recovery was visible in AWL’s performance in Q2FY26, with Foods profitability sustaining its strong momentum while edible oils’ growth remained largely price-led amid subdued consumption trends.
Kaynes Technologies (KAYNES) continued its strong operating performance in 2QFY26, with revenue growth of 58% YoY, while EBITDA grew at a much faster pace of 80% YoY.
Suzlon Energy's (SUEL) consolidated revenue came in at INR38.7b, exceeding our estimates by 39% (higher than expected deliveries), while EBITDA was 71% above our estimates at INR7.2b.
One 97 Communications (Paytm) reported a strong operational performance with adj. net profit of INR2.1b (vs. our estimate of INR1.3b). However, its reported PAT stood at INR210m due to a one-time impairment of INR1.9b on its loan to JV First Games.
Delhivery posted a 17% YoY rise in revenue to INR25.6b in 2QFY26 (in line). During the quarter, the company recognized INR900m of costs related to ecom express integration. The acquisition was formally completed in Jul’25.
Tube Investments’ (TIINDIA) 2QFY26 PAT at INR1.86b came in line with our estimate of INR1.78b, even as EBITDA margin at 13.1% was ahead of our estimate of 12.2%.
JK Cement’s (JKCE) 2QFY26 earnings were in line with our estimates, with EBITDA growing ~57% YoY to INR4.5b. EBITDA/t surged ~37% YoY to INR894 (vs. est. INR934).
The Ramco Cements’ (TRCL) 2QFY26 EBITDA grew 24% YoY to INR3.9b (12% beat), led by higher-than-estimated volume (5% beat) and lower-thanestimated opex/t. EBITDA/t rose 22% YoY (down 12% QoQ) to INR851 (6% beat).
Q2FY26- Momentum driven by US and India Business - Revenues grew ~14% YoY to 1354 crore driven by US and India branded business which grew ~48% / ~12% to 344 crore and 432 crore, respectively. Other branded businesses such as Asia and Africa witnessed the growth of 5% / 4% (on higher base) to 310 crore and 221 crore, respectively. On the operational front, EBITDA grew 5.4% YoY to ~328 crore (excluding forex losses of 41 crore, 9 % growth to ~369 crore) with margins at 24.2%...
Escorts’ 2QFY26 PAT at INR3.2b was below our estimate of INR3.7b due to a lower-than-expected margin improvement and lower other income. Both tractor and construction equipment margins were below our estimates.
Bandhan Bank’s near-term profitability remains under pressure, impacted by yield resets, elevated provisions, and continued EEB slippages, however deposit granularity is improving, with a healthy CASA and retail term deposit mix, while the secured loan portfolio continues to gain share, supporting better asset quality over time.
Gland Pharma (GLAND) delivered in-line revenue in 2QFY26. However, EBITDA/PAT came in below our expectations by 9%/11%. A lowerthan-expected share of milestone income and lower tech transfer/CMO business in ROW markets impacted 2QFY26 performance.
