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Посты канала
Key monitorables
- AI revenue conversion: Track whether AI-first revenue continues to scale beyond 10.5% of revenue and eventually offsets productivity-led deflation in traditional services.
- Large deal execution: Monitor the ramp-up of the $2 billion-plus, seven-year financial services deal, which management expects to contribute over 1% to company revenue growth in FY28.
- Pricing pressure: Watch whether competitive intensity and client demands for AI productivity benefits continue to limit realisation and revenue growth.
- FY27 guidance delivery: Revenue growth of 1%–2% depends on the macro environment, pricing and demand recovery. Management expects the lower end under further deterioration and the upper end with improvement.
- Margin resilience: Compensation hikes in October and January, acquisition-related amortisation and seasonally weaker H2 demand will test the ability of Project Maximus to sustain margins.
- Manufacturing client impact: Management expects a large portion of the previously identified impact from a European manufacturing client in Q4. This remains important when assessing the FY28 exit rate.
- Conversion of deal wins into revenue: H1 large deal TCV grew 28% YoY, but the key question is how quickly signed contracts translate into reported revenue.
- Sector recovery: Financial services and EURS are expected to grow faster than the company average. Monitor whether retail, high-tech and communications stabilise.
- Cash generation and capital returns: Free cash flow conversion, cash balances and dividend growth remain important indicators of earnings quality.
Overall view
Infosys has a strong AI opportunity and deal pipeline, but near-term growth remains weak. AI-first revenue growth of 29% QoQ and $5.2 billion of quarterly deal wins provide potential drivers of future growth. However, pricing pressure, slower volumes, subdued discretionary spending and productivity-led deflation are limiting current revenue growth. The key investment question is whether new AI revenue and large-deal conversion can outpace the erosion in traditional services while margins remain around 21%.
| 2 | Infosys Ltd. — Q2FY27 Earnings Call Summary
Key highlights
- Revenue growth disappoints: Revenue stood at $5,145 million, growing 1.5% YoY and 1.2% QoQ in constant-currency terms. Growth fell below management expectations due to softer volumes, lower-than-anticipated pricing and cautious discretionary spending.
- AI revenue accelerates: AI-first revenue increased to 10.5% of total revenue, growing more than 29% sequentially. Management described this as new revenue, with AI increasingly embedded in enterprise transformation and large client contracts.
- Strong large deal wins: Infosys signed 19 large deals worth $5.2 billion in total contract value (TCV), with 62% net new. This included a new $2 billion-plus, seven-year mega deal and a $1 billion renewal. H1 large deal wins reached $8.8 billion, up 28% YoY.
- FY27 revenue guidance cut: Full-year constant-currency revenue growth guidance was revised to 1%–2%, reflecting weaker-than-expected H1 performance, softer volumes, pricing pressure and subdued spending in certain sectors.
- Operating margin remains stable: Operating margin stood at 21%, down 10 bps sequentially. FY27 margin guidance remains 20%–22%, supported by cost optimisation initiatives under Project Maximus.
- AI productivity creates pricing pressure: Clients increasingly expect AI-driven productivity benefits to be passed on through lower prices. Competitive intensity has increased, although management said it remains disciplined about contracts and expected economic returns.
- Financial services remains strong: The financial services vertical recorded more than $3.5 billion in Q2 large deal signings, with demand across banking, cards and payments, and capital markets.
- Other verticals face mixed demand: Manufacturing faces client-specific weakness and geopolitical pressures; retail and high-tech are affected by softer discretionary spending and lower third-party revenues. Communications also remains challenging.
- Strong cash generation: Free cash flow reached $928 million, equivalent to 113% of net profit. Cash and cash equivalents stood at $4.7 billion, and the company maintained a debt-free balance sheet.
- EPS and dividend growth: Quarterly EPS was ₹19.32, up 8.7% YoY. The board announced an interim dividend of ₹26 per share, 13% higher than the previous year.
- Workforce and utilisation: Net headcount increased by approximately 4,400 employees. Infosys hired around 13,000 freshers in H1 against its FY27 target of approximately 20,000. Attrition declined to 12.7%, while utilisation including training was 85.4%. | 93 |
| 3 | KEY DEVELOPMENT ☑️
INDIAN AUTOMOBILE SECTOR 🚗🛡️
GOVT PROPOSES MANDATORY AUTOMATIC EMERGENCY BRAKING FOR ALL NEW CAR MODELS FROM OCTOBER 2030
• Phased implementation: The Ministry of Road Transport and Highways (MoRTH) has proposed mandatory Advanced Emergency Braking Systems (AEBS) for all new passenger-car models from 1 October 2030, extending to all existing models still in production from 1 October 2032.
• What is AEBS? The system uses cameras, radar and other sensors to detect potential collisions and automatically apply brakes if the driver fails to respond, helping prevent accidents or reduce their severity.
• Additional safety requirements: The draft also proposes emergency lane-keeping, steering-assistance and driver drowsiness-warning requirements for passenger vehicles registered as transport vehicles, including taxis, from October 2029.
• Potential impact on automakers: Manufacturers may need to integrate additional sensors, electronic control units and compatible braking systems, potentially increasing vehicle manufacturing costs, particularly for entry-level cars.
• Potential beneficiaries: ADAS technology providers, automotive electronics manufacturers, radar and camera suppliers, and braking-system companies could benefit from increased demand for safety technologies.
• Important: These measures are currently part of a draft proposal open for public consultation. The final regulations and implementation timelines may change.
KEY IMPACT AREAS: Passenger Vehicle OEMs | Auto Ancillaries | ADAS Technology | Automotive Electronics | Braking Systems | 91 |
| 4 | 📢 Q2 FY27 RESULTS DUE TODAY! 📊
Here are the key companies scheduled to announce their results today, 24 October 2026:
🔹 Kotak Mahindra Bank
🔹 AU Small Finance Bank
🔹 IDFC First Bank
🔹 SBFC Finance
🔹 Netweb Technologies
🔹 Apollo Micro Systems
🔹 JK Cement
🔹 Lumax Auto Technologies
🔹 Gujarat Ambuja Exports
🔹 Kajaria Ceramics
🔹 Castrol India
📈 Stay tuned for key numbers, earnings surprises and management commentary! 🚀 | 112 |
| 5 |  Infosys delivered a marginal revenue beat, with EBITDA slightly above estimates, but net income missed expectations and margins remained marginally below estimates. | 107 |
| 6 |  📊 The Smallcap Index is trading near a major support zone, aligning with the 50% Fibonacci retracement level. RSI is in the oversold territory, indicating the possibility of short-covering and a potential relief rally. 📈🚀 | 160 |
| 7 | 3330 Rs++ 🔥🔥🔥🔥 | 169 |
| 8 | COS DEVELOPMENT ☑️
SWIGGY LTD. 🍔🛵⚡
SWIGGY Q2 FY27 REVENUE GROWS 33.8% YoY TO ₹7,909Cr; FOOD DELIVERY ADJUSTED EBITDA HITS ₹341Cr, WHILE INSTAMART CONTINUES EXPANSION 🚀
• Overall revenue increased 33.8% YoY to ₹7,909Cr, reflecting continued growth across food delivery, quick commerce and out-of-home consumption.
• Food Delivery delivered record profitability: Gross Order Value (GOV) grew 17.7% YoY to ₹10,054Cr, while adjusted EBITDA increased ₹101Cr YoY to ₹341Cr. Adjusted EBITDA margin improved to 3.4% of GOV, up 58 bps YoY. Monthly transacting users grew 15.2% to 19.8 million.
• Instamart Quick Commerce continued scaling: Net Order Value (NOV) grew 31.4% YoY and 13.4% QoQ to ₹6,954Cr. The platform added 69 dark stores during the quarter, taking the total to 1,240 stores across 5.2 million sq. ft.
• Quick commerce unit economics improved YoY: Contribution margin reached -1.0% of GOV, improving 157 bps YoY, although it declined 82 bps QoQ. Adjusted EBITDA margin improved marginally to -9.7%, while the segment reported an adjusted EBITDA loss of ₹895Cr.
• Out-of-Home Consumption maintained profitability: GOV grew 34.9% YoY to ₹1,508Cr, with adjusted EBITDA margin at 0.5% of GOV, marking the seventh consecutive quarter of profitability.
• Toing offers an additional growth opportunity: Swiggy’s affordable-meals platform operates in 50+ cities, with two out of three new users coming from outside the existing food-delivery category, potentially expanding the addressable market. | 172 |
| 9 | COS DEVELOPMENT ☑️
ADANI ENERGY SOLUTIONS (AESL) ⚡🔌
AESL Q2 FY27 PAT MORE THAN DOUBLES TO ₹1,364Cr; EBITDA SURGES 67% YoY TO ₹3,548Cr 🚀
• Total income increased 51% YoY to ₹10,239Cr, compared with ₹6,767Cr in Q2 FY26, supported by strong performance across transmission, smart metering and the energy solutions platform.
• EBITDA surged 67% YoY to ₹3,548Cr, compared with ₹2,126Cr a year ago. Operating EBITDA increased 68% to ₹3,070Cr, reflecting broad-based operating growth.
• Consolidated PAT jumped 145% YoY to ₹1,364Cr, compared with ₹557Cr in Q2 FY26, driven by stronger operating performance across business segments.
• Transmission business: Revenue grew 17% YoY to ₹1,521Cr, while operating EBITDA rose 15% to ₹1,394Cr. AESL secured two new transmission projects, taking its aggregate under-construction pipeline to approximately ₹87,000Cr.
• Smart metering business: AESL has completed approximately 14.82 million cumulative meter installations. Its under-implementation order book stands at 24.6 million meters, with a revenue potential of approximately ₹29,519Cr.
• Energy solutions platform: Q2 operating revenue reached ₹2,197Cr, with operating EBITDA of ₹803Cr. AESL also signed a 2,500 MW round-the-clock power supply agreement with MSEDCL for 25 years, strengthening its integrated energy solutions business.
• Distribution business remained steady: Adani Electricity Mumbai maintained 99.99% supply reliability, while electricity units sold in Mumbai increased 11% YoY. AESL also raised ₹3,500Cr through a QIP to support its growth and capital requirements.
Key Positive: Strong earnings growth, a large transmission project pipeline, expanding smart-meter installations and the new long-term power supply contract reinforce AESL’s growth visibility. | 138 |
| 10 | COS DEVELOPMENT ☑️
ADANI TOTAL GAS LTD. (ATGL) 🔥⛽
ATGL Q2 FY27 REVENUE JUMPS 34% YoY TO ₹2,102Cr; EBITDA RISES 12%, BUT PAT GROWS JUST 3% ⚠️
• Revenue increased 34% YoY to ₹2,102Cr, compared with ₹1,569Cr in Q2 FY26, supported by strong volume growth across the city gas distribution business.
• EBITDA grew 12% YoY to ₹340Cr, compared with ₹302Cr a year ago. However, EBITDA margin declined to approximately 16.2% from 19.2%, reflecting pressure from higher input costs.
• Standalone PAT increased just 3% YoY to ₹167Cr, while PBT grew 8% to ₹235Cr. Consolidated PAT stood at ₹173Cr for Q2 FY27.
• Total gas volumes increased 12% YoY to 315 MMSCM, led by CNG volumes rising 17% to 223 MMSCM. PNG volumes grew 3% to 92 MMSCM.
• Gas cost increased 43% YoY, driven by elevated Brent-linked and spot gas prices, withdrawal of pooled-gas support and the ongoing West Asia crisis. APM allocation for CNG averaged around 25%, with the shortfall addressed through HPHT gas, long-term contracts and market purchases.
• Infrastructure expansion continued: ATGL added 16 CNG stations during the quarter, taking the total to 723. PNG domestic connections reached approximately 11.81 lakh, with 39,574 new households added.
• H1 FY27 performance was mixed: Revenue increased 31% YoY to ₹3,999Cr and EBITDA rose 3% to ₹621Cr, but PAT declined 7% to ₹300Cr, highlighting the impact of cost pressures on earnings. | 110 |
| 11 | COS DEVELOPMENT ☑️
HINDUSTAN PETROLEUM CORPORATION LTD. (HPCL) 🛢️⛽
HPCL Q2 FY27 REVENUE JUMPS 26% YoY TO ₹1.39 LAKH Cr; GRM SURGES TO $32.15/BBL, BUT PAT DECLINES 6% 🚀
• Revenue from operations increased 26.1% YoY to ₹1,39,140Cr, compared with ₹1,10,323Cr in Q2 FY26, reflecting higher revenue from refining and marketing operations.
• Consolidated net profit declined 6.1% YoY to ₹3,625Cr, compared with ₹3,859Cr in the corresponding quarter last year. Standalone PAT also declined to ₹3,483Cr from ₹3,830Cr.
• Gross Refining Margin (GRM) surged to $32.15/barrel, compared with $8.80/barrel in Q2 FY26, indicating a substantial improvement in refining economics before export cess.
• Refinery throughput reached 6.20 MMT, with refineries operating at 100% of capacity overall. Mumbai Refinery operated at 109% utilisation, while Visakh Refinery operated at 95%.
• Marketing sales volume increased 5.5% YoY to 12.73 MMT, while combined petrol and diesel sales grew 10% YoY to 7.78 MMT, reflecting healthy fuel demand.
• H1 FY27 performance remained weak: HPCL reported a consolidated net loss of ₹8,639Cr, compared with a net profit of ₹7,970Cr in H1 FY26. This highlights the significant impact of losses incurred earlier in the half year despite the positive Q2 performance.
• Strategic developments: HPCL commissioned India’s first refinery blue hydrogen unit at Visakh Refinery. Its 201-km Haldia–Panagarh LPG pipeline also reached mechanical completion and entered pre-commissioning. | 110 |
| 12 | OS DEVELOPMENT ☑️
SAGILITY LTD. 🏥💻
SAGILITY Q2 FY27 RESULTS: REVENUE GROWS 23% YoY TO ₹2,032Cr; EBITDA RISES 23%, PAT INCREASES 13% 🚀
• Revenue increased 22.5% YoY to ₹2,032Cr, compared with ₹1,658Cr in Q2 FY26. Sequentially, revenue grew 3.5% from ₹1,963Cr in Q1 FY27.
• EBITDA increased 23.4% YoY to ₹512Cr, compared with ₹415Cr a year ago. EBITDA also grew 16.9% QoQ from ₹438Cr, indicating improved operating performance.
• Net profit rose 13.1% YoY to ₹284Cr, compared with ₹251Cr in Q2 FY26. Sequentially, PAT increased 30.9% from ₹217Cr in Q1 FY27.
• EBITDA margin stood at approximately 25.2%, broadly stable versus 25.0% in the year-ago quarter, while expanding from 22.3% in Q1 FY27.
Key Positive: Healthy revenue growth, strong sequential EBITDA expansion and a sharp QoQ recovery in net profit indicate improving business momentum. | 116 |
| 13 | 📢 Q2 FY27 RESULTS DUE TODAY! 📊
Here’s the list of companies scheduled to announce their results today, 23 October 2026:
🔹 Tata Motors
🔹 Infosys
🔹 IndusInd Bank
🔹 JSW Steel
🔹 Jindal Steel
🔹 Shriram Finance
🔹 Bank of India
🔹 BPCL
🔹 Adani Power
🔹 CG Power
🔹 Torrent Pharmaceuticals
🔹 Dr. Reddy’s Laboratories
🔹 Coforge
🔹 Sterlite Technologies
🔹 UTI AMC
🔹 SBI Cards
🔹 SBI Funds Management
🔹 CSB Bank
🔹 DCB Bank
🔹 Godrej Properties
🔹 Shree Cement
🔹 Supreme Petrochem
🔹 CRISIL
🔹 Newgen Software
🔹 Oracle Financial Services
🔹 Mastek
🔹 Westlife Foodworld
🔹 Atul
🔹 NESCO
🔹 Steel Strips Wheels
🔹 JK Tyre & Industries
🔹 Triveni Power Transmission
🔹 Central Mine Planning
🔹 Jupiter Life Line Hospitals
📈 Stay tuned for key numbers, earnings surprises and management commentary! 🚀 | 134 |
| 14 | Market commentry 23-10-2026.pdf | 144 |
| 15 | 787 🚀🚀🚀🚀🚀🚀 | 185 |
| 16 | 784 🚀🚀🚀🚀
4.50% 🚀🚀🚀🔥🔥🔥🔥 | 188 |
| 17 |  Q2FY27 EARNINGS ESTIMATES- INFOSYS LTD!! | 198 |
| 18 | Please exit | 200 |
| 19 | 774 🚀🚀🚀🚀🚀
3% 😍😍😍😍 | 198 |
| 20 | COS DEVELOPMENT ☑️
BHARAT ELECTRONICS LIMITED (BEL) 🛡️📡
BEL SECURES ADDITIONAL ORDERS WORTH ₹1,011Cr; DEFENCE ORDER INFLOWS REMAIN STRONG 🚀
• BEL has secured additional orders worth ₹1,011Cr since its previous order disclosure on 13 October 2026.
• Major orders include improved lightweight low-level radars, communication equipment, sonar systems, jammers, upgrades, spares and services.
• The order wins reinforce BEL’s position in India’s defence electronics ecosystem, supported by demand for indigenous defence equipment and modernisation of military capabilities.
• The fresh orders strengthen the company’s execution pipeline and provide incremental revenue visibility across its defence electronics product portfolio. | 198 |
