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AP details :
Zerodha Broking Ltd.: SEBI Reg no.: INZ000031633 | L. MuthuKumar | NSE AP reg. no.: AP2516004421
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MARINE ELECTRICALS – SECURES ₹362.34 CRORE ORDERS

• Secured new orders worth approximately ₹362.34 crore, excluding taxes.

• Princeton Digital Group (India): Order for supply of power distribution systems, with delivery in 12–15 months.

• DXDC Chennai: Letter of Intent received for supply of power distribution systems, with delivery in 4–5 months.

• No promoter group interest or related-party transactions involved.
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INDIA OIL MINISTER:

INDIA IS NOW BUYING 67% OF LPG IMPORTS FROM US
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FDC Ltd – EQUITY SHARE BUYBACK APPROVED

Board resolution for buyback of fully paid-up equity shares:

- Maximum buyback size: INR 120 Cr

- Buyback price: INR 500 per share

- Total shares to be bought back: 24,00,000 equity shares

- Buyback represents 1.47% of total paid-up equity share capital

- Record date for buyback: November 13, 2026

- Buyback route: Tender offer
Bhageria Industries
#Bhageria
#BhageriaInd
Blockbuster Q2FY27 with big QoQ and YoY uptick across all parameters
Highest ever set
Big uptick QoQ as well
Rev at 456cr vs 204cr, Q1 at 286cr
EBITDA at 85cr vs 23cr, Q1 at 42cr
PBT at 76cr vs 16cr, Q1 at 46cr
PAT at 56cr vs 11cr, Q1 at 34cr
Rev⏫123% YoY, ⏫ 59% QoQ
EBITDA ⏫ 266% YoY, ⏫ 101% QoQ
OPM at 18.6% vs 11.3%, Q1 at 14.7%
OCF at 52cr

Emkay Global Financial Services
#Emkay
#EmkayGlobal
Blockbuster Q2FY27
Big QoQ and YoY uptick across all parameters
Exponential growth
Rev at 151cr vs 72cr, Q1 at 92cr
PBT at 41cr vs 0.3cr, Q1 at 9cr
PAT at 31cr vs 0.4cr, Q1 at 9cr

Gokul Agro Resources
#GokulAgro
Solid Q2FY27
Big QoQ and YoY uptick across all parameters
Highest ever set
Very consistent performer
Rev at 7481cr vs 6638cr, Q1 at 5281cr
EBITDA ⏫ 42% YoY at 265cr,⏫30% QoQ
PBT at 195cr vs 139cr, Q1 at 158cr
PAT at 146cr vs 101cr, Q1 at 123cr
Decent margin expansion
OCF at 128cr vs 84cr

Aeroflex Industries
#Aeroflex
Blockbuster Q2FY27 with big QoQ and YoY uptick across all parameters
Highest ever set
Rev at 207cr vs 111cr, Q1 at 145cr
PBT at 50cr vs 20cr, Q1 at 26cr
PAT at 37cr vs 14cr, Q1 at 19cr
OCF at 38cr vs 27cr

Macfos Ltd
#Robu
Rev at 99cr vs 68cr, Q1 at 81cr
PBT at 10cr vs 6.7cr, Q1 at 8cr
PAT at 7.3cr vs 5cr, Q1 at 5.8cr
OCF at -22cr vs -6cr

Foseco Crucible
#FosecoCruc
Solid Q2FY27
Rev at 53cr vs 46cr, Q1 at 49cr
PBT at 18cr vs 12cr, Q1 at 16cr
PAT at 14cr vs 9cr, Q1 at 10cr
OCF at 30cr vs 12cr

Gulf Oil Lubricants
#GulfOilLub
Good Q2FY27
Margins slightly down QoQ , healthy uptick YoY
Rev at 1408cr vs 967cr, Q1 at 1327cr
PBT at 154cr vs 113cr, Q1 at 165cr
PAT at 114cr vs 84cr, Q1 at 121cr
OCF at 36cr vs 24cr

IIFL Capital Services
#IIFLCaps
Rev at 714cr vs 572cr, Q1 at 631cr
Other income at -24cr vs 89cr QoQ
PBT at 174cr vs 120cr, Q1 at 239cr
PAT at 127cr vs 85cr, Q1 at 184cr

Borosil Scientific
#BoroSci
Rev at 115cr vs 107cr, Q1 107cr
PBT at 7.6cr vs 5cr Q1 at 6cr
PAT at 5.3cr vs 2.8cr, Q1 at 4.3cr
OCF at 17cr vs 8cr

GRP Ltd
#GRPLtd
Rev at 172cr vs 132cr, Q1 at 157cr
PBT at 8.8cr vs 3.3cr, Q1 at 8.4cr
PAT at 6.3cr vs 2cr, Q1 at 4cr
OCF at 17cr

Sanofi Consumer
#SanofiConr
Rev at 263cr vs 234cr, last qtr at 236cr
PBT at 102cr vs 84cr, last qtr at 92cr
PAT at 77cr vs 63cr, last qtr at 69cr

TVS Holdings
#TVSHoldings
Good Q2FY27 as TVS Motors has a record quarter

Kotyark Industries
#Kotyark
Rev down,sharp margin expansion
Rev at 61cr vs 65cr
PBT at 8.3cr sv 3.1cr, Q1 at 7.5cr
OCF at -23cr vs -7cr

TNA Solutions
#TNA
Rev at 51cr vs 43cr, Q1 at 61cr
PBT at 6cr vs 4cr, Q1 at 8.7cr
OCF at 8cr vs -18cr

United Polycab Gujarat
#UtdPoly
Rev down to flattish
PBT at 14cr vs 10cr, Q1 at 8cr
OCF at 37cr vs 12cr

Yuranus Infra
#Yuranus
Rev at 10cr vs 2cr, Q1 at 8cr
PBT at 1.1cr vs loss, Q1 at 0.1cr
OCF at -0.4cr

Orissa Bengal Carrier
#OBCL
Turnaround quarter
Rev at 92cr vs 86cr, Q1 at 82cr
PBT at 2.4cr vs loss, Q1 at 1.6cr
OCF at 13cr vs 10cr

MK Exim
#MKExim
Rev at 31vr vs 18cr, Q1 at 27cr
PBT at 9cr vs 3cr, Q1 at 8.6cr
OCF at 11.5cr vs 7cr
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INFOSYS:

CO Q2 FY27 AI REVENUE RISES TO 10.5% OF TOTAL;

WINS $5.2 BN LARGE DEALS, REVISES FY27 REVENUE GROWTH GUIDANCE TO 1–2%; DECLARES ₹26 INTERIM DIVIDEND.
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OnEMI Technology Solutions
#OnEMI
#Kissht
Solid Q2FY27 with good QoQ and YoY uptick across all parameters
Highest ever set
Asset quality stable
Big uptick in AUM and disbursements, while maintaining good asset quality
Rev at 732cr vs 505cr, Q1 at 670cr
PBT at 154cr vs 83cr, Q1 at 127cr
PAT at 125cr vs 62cr, Q1 at 95cr

Aarti PharmaLabs
#AartiPharma
#AartiPharmaLabs
Good Q2FY27, big YoY uptick, slightly down QoQ
Rev at 610cr vs 418cr, Q1 at 535cr
EBITDA at 135cr⏫110% YoY
OPM at 22.1%⏫670 bps
PBT including associates at 94cr vs 29cr, Q1 at 101cr
PAT at 71cr vs 20cr, Q1 at 76cr
OCF at 30cr vs 97cr
400 kl of capacity getting added in next 12-15 months
Management had guided for QoQ degrowth from Q1 base, but almost equals that in Q2

ACME Solar Holdings
#ACMESolar
Another solid quarter, after a record Q1FY27
Comes up with good Q2FY27
Rev at 887cr vs 468cr, Q1 at 857cr
Other income at 120cr vs 134cr, Q1 at 96cr
EBITDA at 873cr vs 534cr, Q1 at 831cr
PBT at 356cr vs 156cr, Q1 at 331cr
PAT at 269cr vs 115cr, Q1 at 235cr
OCF at 1067cr vs 294cr
Commissioned ~2.1 GWh BESS for the quarter till date, taking total commissioned BESS capacity to ~5.2 GWh – 2nd largest BESS capacity in India
1,840 million units (MUs) generated in Q2 FY27, up 19.6% from Q2 FY26 driven by capacity addition

Sasken Technologies
#Sasken
Good Q2FY27 with solid margin expansion QoQ and YoY
Rev at 320cr vs 255cr, Q1 at 339cr
PBT at 35cr vs 14cr, Q1 at 30cr
PAT at 26cr vs 10cr, Q1 at 24cr
OCF at -0.2cr

Infobeans Technologies
#Infobeans
#Infobean
Rev⏫30%, EBITDA ⏫ 21%
Good Q2FY27 with decent QoQ and YoY uptick across all parameters
Rev at 163cr vs 125cr, Q1 at 153cr
PBT at 33cr vs 27cr, Q1 at 29cr
PAT at 26cr vs 22cr, Q1 at 22cr
OCF at 29cr vs 53cr

Rockingdeals Circular Economy
#RockingDeals
Rev at 64cr vs 55cr, H2 at 64cr
PBT at 8.6cr vs 6.7cr, H2 at 5.9cr
PAT at 7cr vs 5cr, H2 at 4.8cr
OCF at -3cr
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RR Kabel
#RRKabel
Good Q2FY27 with good YoY growth, almost flattish QoQ
Sees a margin expansion vs peers who saw margin compression
Rev⏫52%, EBITDA ⏫ 61%
Q2 is always the leanest quarter for RR Kabel
H2 should be better
Rev at 3284cr vs 2163cr, Q1 at 3168cr
EBITDA at 284cr⏫61% with 50bps margin expansion YoY
PBT at 240cr vs 155cr, Q1 at 246cr
PAT at 181cr vs 116cr, Q1 at 191cr
OCF at 121cr vs -130cr
WC days at 46 days vs 49 days in March

Credent Connect Care
#Credent
#CredentConnect
#CredentCare
Good H1FY27 with good uptick vs H1FY26
FY27 Guidance of 320cr rev and 28cr PAT
Rev at 138cr vs 90cr⏫53%, H2 at 124cr
EBITDA at 18.2cr vs 11.8cr⏫53%
PBT at 15cr vs 9.7cr, H2 at 14cr
PAT at 14.6cr vs 7.5cr, H2 at 10.8cr
Adj PAT excluding tax credit ⏫71%
Lower tax due to previous year adjustments
H2 is seasonally stronger and current orderbook gives food visibility for FY27 guidance to be met
OCF at -4cr vs -7cr

Shree Refrigeration
#ShreeRef
#ShreeRefrigeration
Business is completely H2 heavy with 65% coming in H2 historically
So comparison with prev H2 won't make any sense
Rev at 93cr vs 50cr⏫85%
EBITDA at 12.6cr vs 5.6cr⏫124%
OPM at 13.6% vs 11%
PBT at 9.6cr vs 1cr
PAT at 6.8cr vs 1.4cr⏫339%
OCF at -42cr vs 7cr
Receivables at 128cr vs 64cr
Inventory at 80cr vs 50cr

Sundaram Fastners
#SundrmFast
Rev at 1984cr vs 1521cr, Q1 at 1846cr
PBT at 230cr vs 192cr, Q1 at 226cr
PAT at 173cr vs 144cr, Q1 at 170cr
OCF at 165cr vs 397cr

Diensten Tech
#Diensten
Turnaround
Rev at 134cr vs 51cr, H2 at 111cr
PBT at 4.8cr vs loss, H2 at 3.8cr
PAT at 3.3cr vs loss in last 2 comparable H2 and H1
OCF at -0.9cr

Elantas Beck
#Elantas
Rev at 265cr vs 216cr, Q1 at 283cr
PBT at 61cr vs 49cr, Q1 at 95cr
PAT at 46cr vs 36cr, Q1 at 71cr

Womancart
#Womancart
Rev at 36cr vs 28cr, Q1 at 33cr
PBT at 5.8cr vs 4.2cr, Q1 at 5cr
PAT at 4.3cr vs 3.1cr, Q1 at 3.7cr
OCF at -18cr

Sadhana Nitrochem
#SadhanaNitro
Turnaround
Rev at 43cr vs 3cr Q1 at 27cr
PBT at 1.5cr vs loss in last 2 qtrs
OCF at -10cr
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