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Research notes and investing articles written by Vinayak Gandhi.
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Chemplast Sanmar: Loss Narrows to ₹5 Crore
Chemplast Sanmar's Q2 FY27 net loss narrowed sharply to ₹5.45 crore from ₹51 crore a year ago. Revenue grew 28% to ₹1,323 crore, supported by robust demand in its Paste PVC and custom manufacturing divisions.
Ashiana Housing: Revenue Soars, Margins Shrink
Ashiana Housing's Q2 FY27 saw a massive revenue rebound to ₹576 crore, driven by project handovers deferred from the previous quarter. However, net profit margin compressed to 8.9% as expenses grew even faster.
Sanathan Textiles: Profit Triples on Punjab Ramp-Up
Sanathan Textiles' Q2 FY27 results show a dramatic acceleration, with revenue jumping 120% and profit tripling. The surge is driven by the Punjab facility's volume ramp-up, though high debt costs remain a key watchpoint.
SMS Pharma: Profit Doubles on Volume Surge
SMS Pharmaceuticals posted a 58% yearly profit jump to ₹40 crore, with revenue up 30%. The surge was driven by higher volumes and better pricing in key therapeutic segments, leading to margin expansion.
JK Lakshmi Cement: Profit Plunge, Cost Squeeze
JK Lakshmi Cement's Q2 FY27 saw a severe profit squeeze. While sales volume grew 5%, a sharp rise in fuel and freight costs caused net profit to plummet 74.7% year-on-year, with margins collapsing.
Centum Electronics: Profit Normalizes After One-Off
Centum Electronics' Q2 FY27 profit normalized to ₹22.9 crore after a one-off gain inflated the previous quarter. Revenue grew 7.4% yearly, supported by a robust ₹19,500 crore order book in defence and aerospace.
ISGEC: Profit Rebounds, Revenue Dips
ISGEC Heavy Engineering's Q2 FY27 profit rebounded sharply to ₹66 crore, up 278% from the previous quarter. While standalone operations beat guidance, a narrowing loss at the Philippines ethanol plant drove the consolidated recovery.
Swan Corp: Profit on a Tax Windfall
Swan Corp's Q2 FY27 profit jumped to ₹507 crore, but this was almost entirely due to a one-off tax write-back. Underlying operations remained weak, with consolidated revenue falling 8% year-on-year.
RITES: Profit Dips as Milestones Slip
RITES reported a 13.5% YoY drop in Q2 FY27 profit, with revenue also declining 4.9%. Management attributed the muted performance to revenue milestones slipping into the next quarter, even as the order book remained strong at ₹9,388 crore.
Thangamayil: Sales Jump, Profit Stalls
Thangamayil Jewellery's Q2 FY27 revenue grew 40% year-on-year to ₹2,388 crore, yet net profit was flat at ₹59 crore. The margin squeeze was driven by gold price volatility and a drop in West Asia remittances, key for its Tamil Nadu customer base.
Apollo Tyres: Profit Slips as Costs Bite
Apollo Tyres' Q2 FY27 revenue grew 16.6% year-on-year, driven by domestic demand. However, net profit declined 16.2% from the previous quarter as elevated raw material costs and European restructuring charges pressured profitability.
Dr. Lal Pathlabs: Volumes Drive 5-Year High Growth
Dr. Lal Pathlabs' Q2 FY27 profit rose 27.5% to ₹194 crore as revenue hit a five-year high growth of 19.6%. The surge was powered by a 13.6% jump in sample volumes and improved operational leverage.
Torrent Power: Revenue Jumps, Costs Bite
Torrent Power's Q2 FY27 revenue jumped 24% to ₹9,802 crore, driven by the Nabha Power acquisition and strong distribution. However, profit growth was limited to 13% as interest costs more than doubled, compressing net margins.
Apollo Hospitals: Profit Jumps 33% on Strong Volumes
Apollo Hospitals reported a 33.5% jump in net profit for Q2 FY27, with revenue rising 20.8%. Growth was powered by a 14% increase in inpatient volumes, higher occupancy, and strong performance in complex specialties like oncology and cardiology.
Raajmarg Infra: Profit Jumps 32%
Raajmarg Infra Investment Trust reported a consolidated net profit of ₹75 crore for Q2 FY27, up 32% from the previous quarter. Revenue grew 6% to ₹246 crore, with net profit margin expanding 600 basis points to 30.5%.
Nilkanth Engineering: Revenue Up, Profit Down
Nilkanth Engineering's Q2 FY27 showed a mixed performance with revenue rising to ₹0.07 crore. However, net profit fell 22.7% to ₹0.58 crore, pressured by a high base from the previous year.
Yatharth: Revenue Jumps 54%, Profit Lags
Yatharth Hospital posted its strongest-ever quarterly revenue of ₹431 crore in Q2 FY27, up 54%. Profit growth, however, slowed to 16% as depreciation and interest costs from a rapid bed expansion squeezed the bottom line.
Wealth First: Profit Halves as Costs Soar
Wealth First Portfolio Managers reported a 47% YoY drop in Q2 FY27 profit to ₹5.9 crore, despite a 9.7% growth in assets under advisory. The squeeze came from heavy investments in new verticals and losses at key subsidiaries.
Vishal Fabrics: Profit Up 12% on Shrinking Sales
Vishal Fabrics posted a 12.1% yearly rise in profit to ₹12 crore for Q2 FY27, even as revenue fell 15.5% to ₹366 crore. The gain was driven by a sharp focus on cost discipline and tighter raw material management.
UFO Moviez: Revenue Jumps, Profit Slips
UFO Moviez reported a 16.8% rise in revenue to ₹129.4 crore for Q2 FY27. However, net profit declined 14.8% to ₹6.41 crore as a surge in lower-margin equipment sales and higher employee costs pressured margins.