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HexaWealth Research
Research notes and investing articles written by Anant Kacholia.
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Gujarat Kidney: Standalone Crash, Consolidated Surge
Gujarat Kidney and Super Speciality's Q2 FY27 presents a dual narrative. While consolidated results show explosive growth, the standalone figures reveal a dramatic sequential crash, driven by a shift in business focus and subsidiary contributions.
Arman Financial: Profit Soars 538% on Lower Costs
Arman Financial Services posted a consolidated net profit of ₹51 crore in Q2 FY27, a 538% surge from a year ago. Revenue grew 48% to ₹235 crore, supported by robust loan growth and improved asset quality.
Exicom: Revenue Soars, Losses Narrow
Exicom Tele-Systems reported a 38% sequential jump in Q2 FY27 revenue to ₹388 crore, driven by its EV charging segment crossing ₹100 crore in a quarter. While losses narrowed, the company announced a strategic divestment to sharpen its focus on the Indian market.
Sundaram-Clayton: Loss Narrows on Strong Sales
Sundaram-Clayton's Q2 FY27 revenue surged 41% year-on-year, driven by robust Indian automotive demand. While the consolidated net loss narrowed, the company's US operations continued to be a significant drag on overall profitability.
Stove Kraft: Profit Jumps 70% on Festive Surge
Stove Kraft's Q2 FY27 profit surged 70% sequentially to ₹29 crore as revenue grew 22%. The festive quarter delivered robust operating leverage, pushing net margins to 5%, a 150 bps improvement from the previous quarter.
Carysil: Sales Up, Profit Down
Carysil's Q2 FY27 saw revenue climb to ₹275.7 crore, but profit fell 9.5% from the previous quarter. Higher material and employee costs compressed margins, even as the company pushes ahead with capacity expansions.
Uniparts: Record Revenue, Profit Dips
Uniparts India reported a 36.7% surge in Q2 FY27 revenue to a record ₹379 crore. However, net profit declined 3.9% sequentially as operational expenses grew faster than sales, squeezing margins.
Evonile Pharma: Deep Loss in Transition
Evonile Pharma reported a net loss of ₹78 crore for Q2 FY27, a sharp reversal from a ₹24 crore profit a year ago. Revenue fell 38% as the company severed ties with a major customer and invested heavily in its own commercial infrastructure.
Ellenbarrie: Revenue Jumps, Profit Stalls
Ellenbarrie Industrial Gases reported a 28% YoY surge in Q2 FY27 revenue to ₹114.3 crore. However, net profit dipped 3% to ₹35.65 crore as total expenses jumped 35%, compressing the net profit margin by 1000 basis points from the year-ago quarter.
GMM Pfaudler: Profit Dips on Record Sales
GMM Pfaudler's Q2 FY27 revenue grew 18% YoY to ₹1,065 crore, but profit fell 11% to ₹35 crore. A sharp margin contraction, driven by losses in European operations and rising input costs, offset the strong top-line performance.
Redtape: Profit Up 27%, Sales Dip
Redtape's Q2 FY27 results revealed a split performance. Revenue fell 3.5% year-on-year to ₹475 crore, but net profit rose 27% to ₹35 crore on the back of improved operating margins and lower interest costs.
SJS: Profit Dips from One-Off High
SJS Enterprises' Q2 FY27 profit fell 22% from the previous quarter, though it rose 35% year-on-year. The sequential decline reflects the absence of a one-off land sale gain, while underlying operations grew on strong automotive demand and exports.
Orkla India: Strong Sales, Margin Squeeze
Orkla India's Q2 revenue grew 19.4% year-on-year to ₹776 crore, driven by pricing actions in its spices segment. Profit rose 19.2% to ₹91 crore, but margins contracted sequentially as the company grappled with elevated commodity costs.
Indus Infra Trust: Profit Triples on Acquisitions
Indus Infra Trust reported a massive 253% YoY jump in Q2 FY27 net profit to ₹210 crore. The growth was fueled by recent acquisitions of highway SPVs, which more than tripled revenue. The trust maintained its distribution guidance of ₹14 per unit for the year.
Market Pulse, 5 Nov 2026: Earnings Upgrades Meet Unwinding Leverage
Strong foreign inflows and upgraded earnings forecasts contend with domestic outflows and a renewed focus on market structure.
Gold ETF inflows choked as AMCs suspend fund-of-funds route
Gold ETF inflows fell 26% in October after AMCs suspended fresh subscriptions to gold fund-of-funds, cutting off a key retail investment channel.
Market News Today, 5 Nov 2026: Corporate bond rush hits ₹17,000 crore as yields ease, but NBFCs see funding costs rise
A rush of corporate bond supply worth over ₹17,000 crore this week is concentrated among AAA-rated issuers, while NBFCs face a 19% drop in fundraising as their borrowing costs rise.
Balrampur Chini: Profit Doubles on Sugar Spike
Balrampur Chini Mills reported an 89% year-on-year surge in net profit to ₹102 crore for Q2 FY27. Revenue grew 12.3% to ₹1,876 crore, with profitability boosted by higher sugar prices and lower interest expenses.
Century Ply: Profit Jumps 47% on Record Sales
Century Plyboards reported a 46.6% jump in net profit to ₹104 crore for Q2 FY27, driven by a record ₹1,780 crore in revenue. The growth was powered by strong volume increases across plywood, laminates, and particle board, helping to offset rising input costs.
Redington: Record Revenue, Profit Squeeze
Redington posted its highest-ever quarterly revenue of ₹42,947 crore in Q2 FY27, up 48% year-on-year. However, net profit fell 6.8% sequentially to ₹422.5 crore, weighed down by an impairment charge at its Turkish subsidiary and higher interest costs.