Batman

All charts are for my own reference only, not recommending to other and don’t use it for your trade. I will not be responsible for your loss
Not SEBI registered

[stockbee @PradeepBonde]

Use sites like these to check

https://t.co/W5lQd51UPC

https://t.co/SAOT6f623e

[Shreenidhi P @nid_rockz]

Good #Q1FY27-22/7/26 post 5pm till 7pm

Blockbuster Q1FY27 from
#OFSS(#OracleFin)
#GandharOil

Gandhar Oil Refinery
#Gandhar
#GandharOil
Blockbuster Q1FY27
Solid QoQ and YoY uptick across all parameters
Good margin expansion QoQ and YoY
Highest ever set
Rev at 1732cr vs 903cr, Q4 at 1093cr
PBT at 264cr vs 32cr, Q4 at 52cr
PAT at 206cr vs 26cr, Q4 at 37cr

Oracle Financial Services
#OFSS
Blockbuster Q1FY27 with highest ever revenue, EBITDA, PBT and PAT in comps history
Solid QoQ and YoY uptick across all parameters
Rev at 3125cr vs 1852cr, Q4 at 2065cr
PBT at 1939cr vs 905cr, Q4 at 1120cr
PAT at 1415cr vs 642cr, Q4 at 842cr

Nippon India Life AMC
#NipponAMC
Solid set
Rev at 766cr vs 606cr, Q4 at 739cr
Other income at 170cr vs 146cr, Q4 at -34cr
PBT at 664cr vs 523cr, Q4 at 460cr
PAT at 504ce vs 396cr, Q4 at 385cr

Schaeffler
#Schaeffler
Steady and consistent performer
Rev at 2761cr vs 2352cr,last qtr at 2586cr
Other income at 37cr vs 43cr
PBT at 443cr vs 391cr, last qtr at 429cr
PAT at 326cr vs 287cr,last qtr at 316cr
H1 OCF at 389cr vs 711cr

HEG Ltd
#HEG
Rev at 681cr vs 612cr, Q4 at 604cr
Other income at 43cr vs 60cr
PBT at 165cr vs 121cr, Q4 at -144cr
PAT at 122cr vs 100cr, Q4 at -114cr

Emerald Finance
#EmeraldFin
Good QoQ and YoY uptick across all parameters
Rev at 9.4cr vs 6.7cr, Q4 at 9.7cr
PBT at 6.5cr vs 4.2cr, Q4 at 5.9cr
PAT at 4.8cr vs 3.1cr, Q4 at 4.3cr

IndusInd Bank
#IndusInd
Rev down at 13096cr vs 14421cr, Q4 at 12719cr
PPOP at 2773cr vs 2567cr, Q4 at 2295cr
PBT at 1389cr vs 807cr, Q4 at 813cr
Asset quality improves
GNPA and NNPA down QoQ and YoY

#UCOBank
UCO Bank
NII⏫17%
PPOP at 2809cr vs 1562cr, Q4 at 1573cr
PBT at 2574cr vs 946cr, Q4 at 1247cr
Big increase in taxes lead to PST at 656cr vs 607cr
GNPA and NNPA down sharply QoQ and YoY
Asset quality good, provisions lower

Magnus Steel
#Magnus
Rev at 7cr vs 2cr, Q4 at 7cr
PBT at 2.4cr vs 0.4cr, Q4 at 1.5cr

Music Broadcast
#MusicBroadcast
Rev down at 49cr vs 44cr
PBT at 12cr vs loss in last 2 qtrs
Lower employee expenses and lower depreciation leads to profit

[Shreenidhi P @nid_rockz]

Good #Q1FY27-22/7/26 post 2pm till 4pm

IIFL Finance
#IIFL
#IIFLFin
#IIFLFinance
Solid Q1FY27 with good QoQ and YoY uptick across all parameters
Lower provisions QoQ and YoY
Rev at 3919cr vs 2952cr, Q4 at 3692cr
PBT at 929cr vs 356cr, Q4 at 833cr
PAT at 713cr vs 274cr, Q4 at 623cr
GNPA at 1.55% vs 2.34%, Q1 at 1.46%
NNPA at 0.82% vs 1.13%, Q1 at 0.73%
Down sharply YoY, up slightly QoQ

SRF Ltd
#SRF
Solid Q1FY27 with big QoQ and YoY uptick across all parameters
Beat vs all estimates
Rev at 5033cr vs 3818cr, Q4 at 4615cr
PBT at 979cr vs 576cr, Q4 at 768cr
PAT at 759cr vs 432cr, Q4 at 582cr
Performance films and foil business (packaging films) EBIT at 350ce vs 140cr, Q4 at 154cr
Tech tex EBIT at 108cr vs 38cr, Q4 at 65cr
Chem EBIT at 638cr vs 502xr, Q4 at 782cr
Chemical segment EBIT down QoQ and margins are lower, ppt talks about over capacity in this segment

Vardhman Special Steels
VSSL
#VSSL
Solid QoQ and YoY uptick across all parameters
Improved realizations, next big capacity coming in 2 years
More than 100% growth YoY
Rev at 486cr vs 433cr, Q4 at 458cr
EBITDA at 59cr vs 32.4cr, Q4 at 46cr
OPM at 12.1%, highest in last 16 qtrs
PBT at 55cr vs 27cr, Q4 at 46cr
PAT at 41cr vs 20cr, Q4 at 34cr

Adani Power
#AdaniPower
Good Q1FY27 with good QoQ and YoY uptick across all parameters
Rev at 18902cr vs 14109cr, Q4 at 14223cr
PBT at 6300cr vs 4204cr, Q4 at 4384cr
PAT at 4866cr vs 3305cr, Q4 at 4271cr

Eternal Ltd
#Eternal
QoQ 22% EBITDA growth
Rev at 20211cr vs 7167cr, Q4 at 17292cr
PBT at 272cr vs 88cr, Q4 at 228cr
PAT at 92cr vs 25cr, Q4 at 174cr
QoQ difference is due to tax adjustments

Orient Electric
#OrientElectric
Good YoY, margins down QoQ
Rev at 949cr vs 769cr, Q4 at 948cr
PBT at 42cr vs 24cr, Q4 at 54cr
PAT at 31cr vs 188lcr, Q4 at 40cr

NACL Industries
#NACLInd
Rev down sharply at 383cr vs 448cr, Q4 at 364cr
Sharp margin expansion
PBT at 28cr vs 18cr, Q4 at -1cr
PAT at 21cr vs 13cr Q4 at -0.8cr

Trishakti Industries
#Trishakti
Rev at 14cr vs 4cr, Q4 at 9cr
Other income at 2.4cr vs 4.6cr QoQ
PBT at 5.3cr vs 1.1cr, Q4 at 3.2cr
PAT at 4.3cr vs 0.8cr, Q4 at 2.5cr

Decent:
#AdaniGreen
Rev at 4663cr vs 4006cr, Q4 at 3727cr
PBT at 1188cr vs 939cr, Q4 at 488cr
PAT at 925cr vs 707cr, Q4 at 432cr

[Shreenidhi P @nid_rockz]

Good #Q1FY27-22/7/26 till 2pm

HFCL
#HFCL
Solid Q1FY27
Highest ever set
Big QoQ and YoY uptick across all parameters
Rev at 1915cr vs 871cr, Q4 at 1824cr
Big margin expansion QoQ and YoY
PBT at 332cr vs -45cr, Q4 at 229cr
PAT at 246cr vs -30 r, Q4 at 184cr
Healthy orderbook
Better execution

Stylam Industries
#Stylam
Solid Q1FY27
Good QoQ and YoY uptick across all parameters
Rev at 326ce vs 283cr, Q4 at 282cr
PBT at 65cr vs 41cr, Q4 at 52cr
PAT at 48cr dv 28cr, Q4 at 38cr

Jubilant Ingrevia
#JubilantIngrevia
#JublIngrea
Solid Q1FY27
Good QoQ and YoY uptick across all parameters
Rev⏫25% at 130cr vs 1037cr, Q4 at 1178cr
PBT at 141cr vs 100cr, Q4 at 112cr
PAT at 106cr vs 75cr, Q4 at 86cr

Nestle India
#Nestle
Continues to deliver solid growth
Beat vs ests on all parameters
All 4 segments deliver double digit growth
Rev at 6378cr vs 5096cr, Q4 at 6744cr
EBITDA at 1538cr vs 1100cr with 24% OPM
PBT at 1330cr vs 900cr, Q4 at 1549cr
PAT at 959cr vs 647cr, Q4 at 1110cr

Emami Paper Mills
#EmamiPaper
Big QoQ and YoY uptick across all parameters
Rev at 560cr vs 460cr, Q4 at 496cr
PBT at 53cr vs 9cr, Q4 at 46cr
PAT at 39cr vs 6cr Q4 at 32cr

Smartworks Co-working Spaces
#Smartworks
Rev⏫45% at 546cr vs 379cr, Q4 at 520cr
EBITDA at 3476cr vs 241cr with OPM at 63.3%
PBT at 18cr vs -5.5cr, Q4 at 22cr
PAT at 13cr vs -4cr, Q4 at 17cr

Aye Finance
#AyeFin
#Aye
Good YoY, down QoQ sharply
Rev at 477cr vs 405cr, Q4 at 515cr
PBT at 97cr vs 41cr, Q4 at 111cr
PAT at 75cr vs 31cr, Q4 at 86cr
GNPA at 4.49%, NNPA at 1.67%
GNPA and NNPA still at higher levels

Decent:
#CSBBank
Sharply down QoQ
PPOP down QoQ, decent growth YoY
PBT at 201cr vs 159cr, Q4 at 271cr
GNPA down YoY, up QoQ

21/7/26 post 10pm

CRISIL
#CRISIL
Good quarter,this qtr is historically leaner vs prev qtr
Rev at 1075cr vs 843cr, Q4 at 1058cr
PBT at 280cr vs 225cr, Q4 at 308cr
PAT at 216cr vs 172cr, Q4 at 233 r

Servotech Renewable
#Sevotech
Rev at 216cr vs 137cr, Q4 at 217cr
PBT at 11cr vs 6.5cr, Q4 at 13cr
PAT at 8cr vs 4.5cr, Q4 at 10.5cr

[StockChart @Vcpequitytrader]

Top 20 Stocks With Strong Quarterly Results of Q1 FY27📈

Some have delivered,

Net Profit: Above 1500%
EPS: Above 1200%

Retweet This ♻️

Save This Post 🔖

1. E2E Networks

[Sid @siddocode]

There's a difference between a terrorist and a revolutionary.🔥

This video is more relevant today than ever.

[The Eagle Eye @DeshiProfessor_]

He destroyed it all in a single video.

[Jeff Sun, CFTe @jfsrev]

Another free script by @ETFbreakouts on RVOL. very useful for volume based breakout traders

IBD Style Relative Volume - https://t.co/gkspVLefSf

[Advait Arora @WealthEnrich]

What Are India's Biggest Mutual Funds Accumulating?
Every month, India's largest mutual funds disclose their portfolio changes. If you go through the portfolios of 12 leading fund houses, covering nearly ₹40 lakh crore of assets under management (AUM), you will be able to see that multiple institutions are independently accumulating the same businesses.
Here are the companies that featured in the Buy or Fresh Buy lists across these leading fund houses during June.

🟢 HDFC Bank
🟢 Reliance Industries
🟢 Acme Solar Holdings
🟢 JSW Infrastructure
🟢 Bosch
🟢 Ajanta Pharma
🟢 Emcure Pharmaceuticals
🟢 Amber Enterprises India
🟢 Tata Steel
🟢 Hindalco Industries
🟢 NHPC
🟢 JSW Cement
🟢 Corona Remedies
🟢 Adani Green Energy
🟢 Eternal
🟢 InterGlobe Aviation
🟢 Aditya Birla Capital
🟢 Hero MotoCorp
🟢 Cholamandalam Investment
🟢 Anthem Biosciences
🟢 Kirloskar Oil Engines
🟢 DOMS Industries
🟢 Meesho
🟢 Piramal Pharma
🟢 Billionbrains Garage Ven
🟢 LIC Housing Finance
🟢 City Union Bank
🟢 Page Industries
🟢 Maruti Suzuki India
🟢 MCX
🟢 NLC India
🟢 SRF
🟢 Godrej Properties
🟢 Union Bank of India
🟢 Sterlite Technologies
🟢 OLA Electric Mobility
🟢 Tanfac Industries
🟢 Pidilite Industries
🟢 KIMS
🟢 Infosys
🟢 ITC
🟢 Bajaj Finance
🟢 Petronet LNG
🟢 IDFC First Bank
🟢 Ashok Leyland
🟢 Adani Enterprises
🟢 Craftsman Automation
🟢 Global Health
🟢 IndiQube Spaces
🟢 Pondy Oxides & Chem

The list spans banking, infrastructure, manufacturing, healthcare, defence-related industrials, consumer, power and renewables.
I find these disclosures useful for 1 KEY reason: they help me build a research watchlist, not a buying list.
If several of India's best fund managers are allocating fresh capital to these businesses, what common trend are they betting on over the next 3–5 years?

[BigBeluga @SwimBigBeluga]

🚨 Stop Scanning Charts One by One

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[Sean trades @SRxTrades]

How to find stocks before they explode

(Bookmark this for earnings season)

[Arun Yadav @BeingArun28]

लद्दाख के नाम पर शुरू हुआ वांगचुक का आंदोलन अब 'टुकड़े-टुकड़े गैंग' का नया अड्डा है! 🤡

अफजल गुरु के समर्थकों और SIMI/PFI से जुड़े उमर खालिद के पिता को मंच देकर ये कैसी क्रांति हो रही है? यह कोई प्रदर्शन नहीं, अर्बन नक्सलियों का पूरा इकोसिस्टम है!

[Credible Capital (SEBI RA - INH000016393) @CapitalCredible]

#Q1FY27 Mainboard #results on 20th July -

BlockBuster Set -
South West Pinnacle (#SouthWest )
DP Abhushan (#DPAbhushan )

Solid Set –
Paytm (#Paytm )
Bluestone (#Bluestone )
Venus Remedies (#VenusRem ) - Solid YoY, QoQ not comparable
Sobha (#Sobha )
Dynamic Cables (#DYCL )
Beta Drugs (#Beta )
SG Mart (#SGMart ) - Solid Margin Exp
Super Sales (#SuperSales ) - Solid Margin Exp

Good/Decent Set –
Rallis India (#Rallis )
Tinna Rubber (#TinnaRubr ) - Very Good Margin Exp
Ultratech Cement (#Ultratech )
JP Power (#JPPower )
Action Construction (#ACE )
Shyam Metalics (#ShyamMetl )
IOB (#IOB )
Central Mine Planning (#CMPDI )
Bajaj Healthcare (#BajajHCare )
Rajoo Engg (#RajooEng )
Aurum Proptech (#Aurum )
TFCI (#TFCILtd )
Mahindra Logistics (#MahLog ) - Turnaround sustaining

[Shreenidhi P @nid_rockz]

Good #Q1FY27-21/7/26 post 7pm

Infobeans Technologies
#InfoBeans
Good Q1FY27
Rev at 152cr vs 111cr⏫37%, Q4 at 142cr
EBITDA at 31cr vs 23cr⏫35% YoY, ⏫ 11% QoQ
PBT at 29cr vs 16cr adj for 12cr other income, Q4 at 27cr

Gamco Ltd
#Gamco
Rev at 111cr vs 52cr, Q4 at 72cr
PBT at 35cr vs 19cr, Q4 at -47cr
PAT at 33cr vs 15cr, Q4 at -48cr

Decent/Avg:

Trident Ltd
#Trident
Decent set
Rev at 1786cr vs 1707cr, Q4 at 1633cr
EBITDA ⏫ 3% at 300cr vs 292cr
PBT at 216cr vs 188cr, Q4 at 142cr
PAT at 158cr vs 140cr, Q4 at 102cr
Yarns segment EBIT at 146cr vs 70cr, Q4 at 67cr

MedPlus Health
#MedPlus
Big uptick in finance costs and depreciation
Higher employee expenses
Depreciation at 78cr vs 66cr
Finance costs at 33cr vs 27cr
Rev at 1880cr vs 1543cr, Q4 at 1864cr
EBITDA ⏫ 2%
PBT and PAT down

Mastek Ltd
#Mastek
Rev⏫8% YoY, EBITDA ⏫ 12%
Rev at 985cr vs 915cr, Q4 at 938cr
Other income at 12cr vs 11cr, Q3 at 24cr
PBT at 138cr vs 121cr,flat QoQ
PAT at 106cr vs 92cr,flat QoQ

[Shreenidhi P @nid_rockz]

Good #Q1FY27-21/7/26 post 5pm till 7pm

Average:
#AnthemBio
Nothing great in Q1FY27 , except management commentary, which needs to be tracked closely in H2
States that underlying demand is strong
Rev 🔽23%
EBITDA 🔽18%
OPM ⏫153 bps
Business is very lumpy and should have a full year view
23% RoCE
Net cash of 1719cr
There is a timing shift in deliveries to certain key customers
Higher concentration of scheduled deliveries to happen in latter part of FY27
Remain firmly committed for stated rev growth in line with long term historical performance
Richly valued stock

MPS Ltd
#MPS
#MPSLtd
Solid Q1FY27 with good QoQ and YoY uptick across all parameters
Rev at 224cr vs 186cr, Q4 at 205cr
EBITDA at 77cr vs 50cr⏫53% YoY
⏫14% QoQ
PBT at 70cr vs 50cr, Q4 at 65cr
PAT at 50cr vs 35cr, Q4 at 47cr

Cyient DLM
#CyientDLM
Good Q1FY27, H2 heavy with Q4 being the big quarter for execution
Rev at 374cr vs 278cr, Q4 at 369cr
Rev⏫34%
EBITDA at 39cr⏫56% with OPM at 10.5% vs 9%
Good margin expansion
Other income at 0.2cr vs 4cr, Q4 at 5cr
PBT at 22cr vs 10cr Q4 at 32cr
PAT at 16cr vs 7.4cr, Q4 at 22cr

Sagility India
#Sagility
Good Q1FY27, there is some seasonality in the business,not evenly distributed across quarters
Rev at 1963cr vs 1538cr, Q4 at 2024cr
Other income at 14cr vs 26cr QoQ
EBITDA at 472cr⏫28% with OPM at 24%
PBT at 303cr vs 210xr, Q4 at 363cr
PAT at 217cr vs 149cr⏫35%, Q4 at 256cr

Indian Hotels
#IndHotel
#IHCL
Good Q1FY27, QoQ can't be compared as business is H2 hevay
Rev at 2339cr vs 2041cr
EBITDA at 672cr vs 576cr with OPM at 28.8% vs 28.2%
PBT at 533cr vs 440cr
PAT at 390cr vs 329cr

Canara Robeco AMC
#CRAMC
Rev at 146cr vs 121cr, Q4 at 104cr includes
Other income at 30cr vs 24cr, Q4 at -10cr
PBT at 99cr vs 80cr, Q4 at 58cr
PAT at 76cr vs 61cr, Q4 at 41cr
Good QoQ and YoY uptick across all parameters

Sunteck Realty
#Sunteck
Rev flattish at 191cr vs 188cr
PBT at 52cr vs 43cr, Q4 at 83cr
PAT at 42cr vs 33cr Q4 at 63cr

Hindusthan Insulators
#HIIL
Solid Q1FY27
Highest ever set
Rev at 115cr vs 63cr, Q4 at 108cr
PBT at 42cr vs 0.2cr, Q4 at 20cr
PAT at 37cr vs loss, Q4 at 21cr

Aavas Financiers
#AavasFin
Rev at 708cr vs 627cr, Q4 at 715cr
PBT at 220cr vs 179cr, Q4 at 231cr
PAT at 171cr vs 139cr, Q4 at 182cr
Asset quality steady
GNPA at 1.11%, NNPA at 0.71%

[NARENDRA @nkram99]

ये बढ़िया काम किया है Amazon ने बहुत से कस्टमरों के साथ धोखा हो जाता था।
स्कैमर ओरिजिनल प्रोडक्ट निकाल कर उसमें ईटी या पत्थर रख देते थे अब कुछ हद तक ये फ्रॉड रुक जाएगा।

[Vara Tweets 🪷 @2Varalakshmi]

🛑 Most people think a quick water wash saves them, but science proves it worng :

[Shreenidhi P @nid_rockz]

Good #Q1FY27-21/7/26 post 2pm till 5pm

Huhtamaki India Ltd
#Huhtamaki
Solid H1 with good QoQ and YoY uptick across all parameters
Good margin expansion QoQ and YoY
Rev at 750cr vs 612cr, last qtr at 613cr EBITDA at 75cr⏫76% YoY, ⏫ 88% QoQ
PBT at 59cr vs 33cr, last qtr at 35cr
PAT at 44cr vs 24cr, last qtr at 26cr
OCF at -72cr vs -8cr

Adani Energy Solutions
#AdaniEnergy
#AdaniEnSol
Good Q1FY27
Rev at 9711cr vs 6819cr, Q4 at 7443cr
Other income at 141cr vs 206cr
EBITDA at 3000cr vs 2314cr with OPM at 31% vs 34%
PBT at 1441cr vs 658cr, Q4 at 910cr
PAT at 1236cr vs 538cr, Q4 at 723cr

TVS Motor Company
#TVSMotor
Solid Q1FY27 with good QoQ and YoY uptick across all parameters
Above estimates
Rev at 16295cr vs 12211cr, Q4 at 15052cr
PBT at 1559cr vs 988cr, Q4 at 1313cr
PAT at 1058cr vs 642cr, Q4 at 820cr

Mahindra & Mahindra Financial Services
#M&MFin
#MahindraFin
Good Q1FY27
Rev at 5718cr vs 4991cr, Q4 at 5539cr
PBT at 1220cr vs 683cr, Q4 at 1243cr
PAT at 927cr vs 528cr, Q4 at 540cr
GNPA and NNPA sharply down YoY, marginally higher QoQ

Ador Welding
#AdorWelding
Good YoY, QoQ down
Rev at 309cr vs 252cr, Q4 at 319cr
PBT at 37cr vs -5cr, Q4 at 47cr
PAT at 28cr vs -4cr, Q4 at 34cr

Nureca Ltd
#Nureca
Good Q1FY27 with Good QoQ and YoY uptick across all parameters
Rev at 40cr vs 34cr, Q4 is 35cr
PBT at 4.4cr vs 1.2cr, Q4 was -5.5cr
PAT at 3cr vs 0.8cr, Q4 at -6cr

TVS Holdings
#TVSHoldings
Rev at 17076cr vs 12742cr, Q4 at 15587cr
PBT at 1692cr vs 1019cr, Q4 at 1404cr
PAT at 1173cr vs 675cr, Q4 at 865cr

IndiaMART Intermesh
#IndiaMART
Decent nos
Rev at 414cr vs 372cr, Q4 at 404cr
Other income at 106ce vs 92cr, Q4 at -34cr
PBT at 246cr dv 218cr, Q4 at 91cr
PAT at 172cr vs 153cr, Q4 at 50cr

Welspun Speciality Solutions
#WelSplSol
Rev down at 194cr vs 201cr, Q4 at 220cr
PBT at 4.7cr vs loss, Q4 at 4 r
PAT at 5.2cr vs loss, Q4 at 4.3cr

Decent/Avg:

Aditya Birla AMC
#ABAMC
Rev at 462cr vs 447cr, Q4 at 458cr
Other income at 162cr vs 118cr
PBT at 406cr vs 372cr, Q4 at 219cr

#JSWInfra
Rev⏫18% at 1445cr
EBITDA ⏫ 16% at 674cr
Margins down 80bps
PBT and PAT down QoQ and YoY

#BandhanBank
Mixed set
PPOP down QoQ and YoY
Lower provisions lead to uptick on PBT and PAT
GNPA and NNPA down QoQ and YoY

#NIITLtd
Rev at 96cr vs 84cr, Q4 at 100cr
Other income at 22cr vs 24cr
PBT at 8.5cr vs 7cr, Q4 was a loss qtr

[Shreenidhi P @nid_rockz]

Good #Q1FY27-21/7/26 till 2pm

E2E Networks
#E2E
#E2ENetworks
Blockbuster Q1FY27
Big QoQ and YoY uptick across all parameters
Rev at 157cr vs 36cr, Q4 at 96cr
EBITDA at 118cr vs 11cr with OPM at 75% vs 29%
PBT at 59cr vs -4cr, Q4 at 8.5cr
PAT at 44cr vs -3cr, Q4 at 6cr

Granules India
#Granules
Good Q1FY27
Rev at 1477cr vs 1210cr, Q4 at 1471cr
EBITDA at 339cr⏫37% with OPM at 23% vs 20%
PBT at 240cr vs 170cr, Q4 at 240cr
PAT at 180cr vs 112cr, Q4 at 200cr

Atlanta Electricals
#AtlantaElec
#AtlantaEle
Good Q1FY27 with decent margin expansion
QoQ not comparable as H2 heavy business
Rev at 466cr vs 315cr⏫48%
EBITDA at 78cr vs 49cr
PBT at 64cr vs 42cr
PAT at 47cr vs 31cr

Bajaj Auto
#BajajAuto
Good Q1FY27 with better than estimates set across all parameters
Rev at 21688cr vs 13133cr, Q4 at 17832cr
EBITDA ⏫ 45% worth 120bps margin expansion
PBT at 4423cr vs 2961cr, Q4 at 4299cr
PAT a 3225cr vs 2210cr, Q4 at 3492cr

Kirloskar Pneumatic
#KirloskarPneumatic
#KirlPnu
Decent YoY, QoQ not comparable due to Q4 heavy execution
Topline below etsts
Rev at 300cr vs 282cr
OPM at 15% vs 11%
PBT at 45cr vs 37cr
PAT at 34cr vs 28cr

Arvind Fashion
#ArvindFashion
Q1 is historically leaner vs Q4
Rev at 1279cr vs 1107cr⏫16%
EBITDA at 160cr vs 133cr⏫20%
OPM at 12.5% vs 12%
PBT at 40cr vs 31cr

[Shreenidhi P @nid_rockz]

Inv PPT and results extracts:
20/7/2026

Venus Remedies
#VenusRem
Highest ever Q1FY27
Q1 is historically leanest quarter, but Q1FY27 sees a 19%+ OPM
Rev at 179cr⏫30%
EBITDA at 34cr⏫122%
PAT at 23cr⏫139%

Sobha Ltd
#Sobha
Q1FY27 pre sales at 3656cr⏫76%
Net cash balance sheet
Net debt at -6.5 billion with next D/E of -0.14x

PayTM
#PayTM
Record quarter with 200+cr core EBITDA
EBITDA at 203cr⏫182% YoY
⏫54% QoQ
Merchant GMV at 7.1 lakh cr⏫31%

Bluestone Jewellery
#BlueStone
Rev⏫49% at 733cr
SSSG at 39%
270bps margin expansion
Reported EBITDA ⏫ 95% at 110cr

Rallis India
#Rallis
EBITDA ⏫23%
Margin expansion
B2C business delivered 19% rev growth
Launched 3 new products in Q1FY27

Mahindra Logistics
#MahLog
Getting better every quarter
Good operating leverage on display YoY
Contract logistics rev at 1623cr⏫26%
Express revenue at 152cr⏫58%
Overall revenues ⏫ 23% at 2003cr
EBITDA ⏫51% at 115cr
PAT⏫335% at 25cr